Obiee11g building-brand-analysis-dashboard

OBIEE11g Practical Guide

“Building Brand Analysis Dashboard”

BISP is committed to provide BEST learning material to the beginners. In the same series, we have prepared a complete end-to-end OBIEE Dashboard design document. The document briefs you practical approach to create Dashboard, Analysis, Filters, Gauge and Prompts. The document assists OBIEE11g learners to explore the various features. The document simplifies OBIEE11g. In the first part of tutorial it is shown creation of Brand Analysis Dashboard. The subsequent release of the case study will cover many new advanced features of Dashboard building. Join our professional training program to learn from the best.

History:

Version Description Change

Author Publish Date

0.1 Initial Draft Kuldeep Mishra 10th -Jan-20120.1 1st Review Amit Sharma 11th -Jan-2011

www.hyperionguru.com http://www.bisptrainings.com

Purpose

This tutorial covers steps to create OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts and Pivots. Finally it shows how to integrate them into a single unit.

Time to Complete

Approximately 120 min.

Overview

OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e chart , tabular, pivots, filters etc.

• Dashboard: Single user interface to show the complete company stats in common windows.• Analysis — Business Users makes adhoc queries to satisfy various business questions by simply drag

and drop the objects.• Filters/Dashboard Prompts— Enable users to filter the records. It could be based on user inputs.• Pivot: Cross Tabular layout of the information.• Chart: Graphical view of the business data.• Gauge: An alternate way to display info where we need to project data Actual Vs Target.

Software and Hardware Requirements

The following is a list of software requirements:

• Oracle Database 11g • OBIEE11g 11.1.1.5


Table of Contents .

i) Year Dashboard Prompt 5

ii) Company Dashboard Prompt 11

iii) For Weeks Between Dashboard Prompt 12

iv) Product Hierarchy Dashboard Prompt 14

v) Product Line Analysis 22

vi) Trending Analysis 31

vii) Revenue by Months 43

viii) Daily Revenue Timeline 47

ix) Top Customers Booking 57

x) Performance index to Company Avg 66

xi) Creating Dashboard 80


xii)

Requirement #1: As a part of our learning, we are going to create the below Dashboard. The dashboard is divided into multiple objects (Analysis, Prompts, Chart and Pivots etc). We are going to create below object in the specified order. This makes very easy for the learner to create the dashboard.


Creating Brand Analysis Dashboard

12

3

5

6

7

10

9

8

4

Requirements to create Brand Analysis Dashboard

Year Dashboard Prompt

Step 1):- Create a new dashboard prompt Year.

To create dashboard prompt login into Analytics and go to right pane ClickNew and select dashboard prompt and select a Subject Area.

After selecting subject area Creating Dashboard Prompt window will display. The other options are preview, add , open prompt for catalog , insert page break ,edit ,delete options.

Now, Click the button to add a new prompt ,There are three choices available.

Column Prompt:- Obtain list of values from a Subject Area column.

Variable Prompt:- Provide a custom list of values to populate a variable.

Image Prompt:- Allow the user to select values using an HTML


Step 3):- Click the button and select Column Prompt then choose the Subject Area column.

Step 4):- Now chosen the column New Prompt window will display. Below are the properties.

Label - Year (Label to display to user)

Operator - “is equal to/is in ” (Select from the drop down list)


User Input - Check Boxes (Choose from the various types of prompt available )

Step 5):- In the Options dropdown, below are the properties can be set.

In Choice List Values, select

All Columns Values, alternatively you could select few members.

User can also select

i) Limit the values displayed based on the other prompt selections already chosen.www.hyperionguru.com http://www.bisptrainings.com

ii) Enable /Disable multiple value selection.

iii) Enable user to type value or Force the user to select a value.

iv) Require user input.

In default selection , here we specify a default value and also we can specify a Value, Variable , SQL Expression or Logical SQL.

vii) Assign the selection to a Session or presentation Variable.

In Check Boxes Values within the Options, select the Specific Column Values from the

drop down list and click on to select values.

After Click on , Select Values window will display..


Select values which we want and click on move button. We see the selected values on the right pane.

Click Ok..

Step 6):- Click on Require user input.

Step 7):- In Default Selection within the options Select Specific Values option from

the drop down list. Click on and select values from the select values windows.

Step 8):- Select Check Boxes Width Dynamic

Step 9):- Set a variable as None from the drop down list.


Click Ok.

Step 10):- After Click on Ok. Year prompt which we created, is displayed in Prompt label within Definition and Prompt result is display on Display pane

Company Dashboard Prompt


Step 11) :- Similarly add other prompts which is used in dashboard reports.

Click the button to add a new prompt and select Column Prompt .

then choose the Subject Area column.

Select column from subject area and Click Ok.

After Click on Ok. New Prompt window will display and set it is all properties.


For Weeks Between Dashboard Prompt

Step 11):-Similarly add another dashboard prompt.


Then choose the Subject Area column.

Select column from subject area and Click Ok.

After Clicking on Ok. New Prompt window will display and set all properties.


In this Prompt we set the Operator “is between” and User Input Slider (To show the limits in slider) .

In Slider Values within Options we select Specific Limits from the drop down list . Specify Lower Limit and Upper Limit. Check Require User Input and also Check Compress Values.

Select Specific Values from the Default Selection drop down list. Select default low value and default high value from drop down list.

SelectVertical radio button of Slider orientation to see the slider as vertical.

Select Slider SizeSmall and Set a VariableNone from drop down list.

Click Ok

Product Hierarchy Dashboard Prompt

Step 12):-Similarly add another dashboard prompt.



Select column from subject area and Click Ok. New Prompt window will display and set all properties.

Here we set the properties .User InputChoice List from the dropdown list.


Select All Column Values from Choice List Values ropdown list within the Options.

Check Enable user to select multiple values.

Select Default Selection None from dropdown list.

Select Choice List WidthDynamic.

Step 13):-The prompts will, by default , be listed vertically. If you wish them to appear side- by- side then check the New Column option.

If you wish them to appear side- by- side then check the New Column option.


Step 14):-Save and Preview. When we click on preview we get the result as below.

Click on Save .


Click Ok.

Step 15):-Now, To create a Filter

i) Click on NewAnalysis then chose subject area from Select Subject Area pane.

ii) Select tables column from left side Subject Area pane within Criteria.


iii) ClickFilter and SelectMore Column options ,.

iv)After selected “More Columns” option , Select Columns window will display.

Click Ok.


v) After click ok New Filter window will display, Here we select Operator is prompted from dropdown list.

Click Ok.

vi) After click ok we see the filter in criteria tab.

vii) Similarly we make other filters.


viii) Now, go to result tab.

ix) In result ClickFilter in View pane.


x) Drag the Filter from View pane to Title.


xi) ClickSave, to save the report. We save the report in Sample Reports Folders the within the Shared Folders.

Step 17):- Now, we create the first report of Brand Analysis dashboard called as

Product Line Analysis.

i)Click on NewAnalysis then chose subject area from Select Subject Area.

ii)Select tables column from left side Subject Area pane within Criteria.

iii) Make a filter on Year column of Time table.


After ClickFilter , New Filter window will display. Select Operator is prompted.

ClickOk.

iv)ClickCreate a filter for the current Subject Area and SelectMore Columns option.


v)After selected more columns option Select Columns window will display.

Click Ok.

vi)New Filter window will display, Here we select Operator is prompted from dropdown list.


Click Ok.

v) Select the Column Properties of Year column.

vi) Set the properties as we desire.


vii) Go to interaction tab of column properties. Primary InteractionSend Master Detail Event from dropdown list. Specify channelMD1.

Click Ok.


viii)Now select the result tab to see the result of report.

Select Pivot Table option from the New View property.

ix)The result in pivot table is display below.

x)Click Edit View option on the pivot table then Edit View window will display. Here we have Layout and Selection Steps sections. In Layout we have Rows, Columns, Measures and Exclude option. Set the properties then ClickDone.


xi)Here we set the properties like we ExcludeMeasure Labels from Columns within Layout ,MeasuresBase Facts(Revenue) , ColumnsTime(T05 per name year) , RowsProducts(Products Hierarchy).Select as after.


xii) To hide column heading Click Row properties. Uncheck Display Heading option and click ok.

After uncheck display heading option we get the result as.

xiii)ClickEdit View of title.

After click on edit view the title edit view window will display.


Here in title we show the report title ,we can attach a logo in logo box also give the subtitle in subtitle box and we can display date , time , date and time from Started time from dropdown list and Click done.

xvi)ClickSave , to save the report.


We save the report in Sample Reports Folders the within the Shared Folders.

Step 15):- Now, we create the second report of Brand Analysis dashboard called as

Trending Analysis.

i)Similarly, as the first report , for creating a new report click on NewAnalysis and Select Subject Area from subject area pane.



iii) Make a filter on Year column of Time table.

iv) After ClickFilter , New Filter window will display. Select Operator is prompted.

ClickOk.

v)We make another filter. ClickFilter and select More options.


vi)Select the column from the Select Column window.

Click Ok.

vii)After Click Ok. Select Operatoris prompted.


\

Click Ok.

viii) Filters are shown in

viii) Similarly, Create all the necessary filters


ix) Go to the result tab and select the result tab.

xiii) Go to New ViewGraphDefault(Vertical)

xi) Graph is shown in


xii)ClickEdit View of graph. Then the edit view window will display.

Set all the properties as we desire.


In Layout within Edit View. We Exclude C0 Customer Number Column SectionT05 Per Name Year , MeasuresRevenue, Bars(Group by(Horizontal Axis))T32 Cal Month , Vary Color By(Vertical Axis0P4 Brands ,Measure Labels(Check the Show in Legend).

To show the graph in slider Check the check box of Display as Slider.

Set all properties and Click Done.

xiii)After click done we get the graph as shown below..


xiv) Now ClickEdit Graph Properties.

a) After click on edit graph properties Graph properties window will appear. In this window we find General, Style, Scale, Titles and Labels. In general tab here we set the properties like Canvas Width, Canvas Height , Legend Location, Zoom and Scroll, Listen to Master-Detail Events , Event Channels ,CheckAnimated graph on display.

b) Now, go to style tab and set it’s properties. In style tab select StyleRectangle from dropdown list. Set the properties of Graph data, Plot Area , Legend, Canvas colors and Borders.


Click Style and Conditional Formatting .

To add Custom Formatted Positions Click and select color from dropdown list and Click Ok.

c) Now, ClickScale tab, Set properties of Scale Limits , Scale Type and Tick Marks .

Click Ok.

d) ClickTitles and Labels tab, Set the properties of Graph Title, Axis titles and Labels.


Click on Vertical Axis Labels then Vertical Axis Labels window will display.

Scale LabelDefault (Show), Label Orientation0 degree, Abbreviatethousands(k).

ClickFont Format, Set Size9

ClickOk.


Click Ok.

xvi) After Set all properties we see the result.

In title ClickEdit View and set properties as we done previously.

xv)Now Click New View and select GraphPie.


After select Pie the result is shown like

Revenue by Months

Click Edit View option of graph. Then the edit view window will display.

Set all the properties of edit view .In Layout Pane Pie Graph Measures(Slice Size) Revenue, Pies and Slice(Pies)T05 Per Name Year , Pies and Slice(Slices)P4 Brand


and Measure labels.(Check Slice In Legend), ExcludeT32 Cal Month and C0 Customer Number.

After set all properties of edit view. Click-Edit Graph properties

After Click on Edit Graph Properties ,Graph properties window will display.

Set Canvas width420 and canvas height230 , Legend LocationDefault(Right) from dropdown list, Uncheck Listen to Master Detail Event and Animated graph on Display.


ClickOk.

Now , go to Style tab ,In Graph Data StyleDefault from dropdown list, Set all the properties like Legend, Canvas Color and Borders.

Click Style and conditional Formatting. The Style and Conditional Formatting windows

will display. Click to add Custom Formatted Position, Select color from color dropdown list. Check all the check boxes in explode wedge .

Click Ok.

Now go to Titles and Labels tab. Here we set the Graph Title and Labels.


Click Data Labels, Data Label window display. In Display Option tab properties Show Data labelsAlways from dropdown list, DisplayValue only , ValuePercentage of total.

Select Font Format and set all it’s properties.

Click Ok.


Click-Done.

Now save the report in Sample Reports Folder within the Shared Folders as Trending Analysis as previous.

Daily Revenue Timeline.

Step 16):- Now, we create the third report of dashboard called as Daily Revenue Timeline.



iii) Click on edit formula in Calender Date column of Time table.


Edit Column Formula window will display. Here we can change the Column Heading, create formula ,create filter use column , use variables.

Click ok.

iv) Click on edit formula in 4-Paid Amount column of Base Facts.

Edit Column Formula window will display. Here we can change the Column Heading, create formula ,create filter use column , use variables.


Click Ok.

v)ClickResult

vi)ClickNew View, SelectGraphTime Series Line.


vii) After selected graph , graph is display like below image.

ClickEdit View

After Click on Edit View the Edit View window will display.


viii)Now , Click on Edit Graph properties.

a.)After Click on Edit Graph properties , Graph properties window will display.

In general tab set the properties like Canvas Width450 ,Canvas Height280 , Legend LocationTop, Zoom and Scroll , Animated graph on displayCheck.

b.)Now go to Style tab, StyleCurved Line select from dropdown list , Set Plot Area , Legend ,Canvas Color and Brokers.


ClickStyle and Conditional Formatting .To add Custom Formatted Positions Click

on , Set color from dropdown list, set type as default ,set width in pixel.Set all properties then click ok.

c.)Now, go to Scale tab . In this property set Axis LimitD4efault(Dynamic), Tick typeSpecify, Check Show Major Ticks4, Check Show Minor Ticks5.


Click ok.

d.)Now , go to Titles and Labels , set Graph Titles , Axis Titles ,labels properties .


ClickVertical Axis Labels, After Click on Vertical Axis Labels window display. Select Scale LabelsDefault(Show) , Label Orientation0 degree, AbbreviateThousands(k).

After set the properties of Display option tab go to Font format tab and set Size10.

Click Ok.


Click Ok.

ix)After set all the properties

Click Done to save all property.

x) Click Edit View on title , then title edit view window will display. Set title in title box ,display time and date from started time from dropdown list.

Click Done.

xi) After click done, we see the result. Here we see the title of report.


xii)Now save the report in Sample Reports Folder within the Shared Folders as Daily Revenue Timeline.

Top Customers Booking

Step 17):- Now, we create the Fourth report of dashboard called as Top Customers Booking.



iii)Go to 8-Booked Amount column of Base Facts table and SelectEdit Formula change the column name from 8-Booked Amount to Rank and also put the rank function on it


Change the column heading from 8-Booked Amount to Rank.

Click on Function in Edit Column Formula.

After click on function Insert Function window will display. Here we see syntax ,example, description.


Click Ok.

After click ok

iv) Click on Rank column SelectSortSort Ascending .


Now see column in which we make sort ascending operation.

v) Go to 8-Booked Amount column of Base Facts table and SelectEdit Formula to put the rank function on it.

The Edit Formula window will display. Here click on function.

Insert Function window will display. SelectRound function.


Click Ok.

After click ok we see the function and click Ok.

vi)Now we make filter as previous we done ClickFilter and SelectMore Options.


vii) Select the column from the Select Column window.

Click Ok.

viii)After Click Ok. Select Operatoris prompted from drop down list.


Click Ok.ix)After click ok on New Filter we see the filter in filter pane within criteria.

x) Click on result tab and see the result.


xi) Click on Edit View of title. The title window will display, set the properties of title like Title, Started Time ,Logo, subtitle.

Click done to save properties.

xii)After save the properties of title. We see it in below image.

xiii)ClickNew View and SelectOther ViewTicker.


xiv) After selected ticker .

xv) Click on Edit View property of Ticker. Check the check box of Contains HTML Markup ,BehaviorScroll, DirectionUp, Width420 ,Height130, Row Format , Row Separator<br/>.


Click Done to save the properties.

xvi) Now go to result and see the result.

Now save the report in Sample Reports Folder within the Shared Folders as Top Customer Bookings .

Performance index to Company Avg.

Step 18):- Now, we create the third report of dashboard called as Performance index to Company Avg.

i)Similarly, as the previous reports, for creating a new report click on NewAnalysis and Select Subject Area from subject area pane.


ii)Select tables column from left side Subject Area pane within Criteria tab.

iii)Now, Set filter in first column T05-Per Name Year.

After selected filter option Edit Filter window will display Select OperatorIs prompted.

Click Ok.

iv)After Click on ok we go to criteria tab and see the filter.www.hyperionguru.com http://www.bisptrainings.com

v)Now, We make another filter go to filter and select More Option.

vi)Select the column from the Select Column window .

Click Ok.


vii)After click ok the New Filter window will display here select Operator is prompted from drop down list.

Click Ok.

viii)After click ok we see the filter in filter pane within criteria tab.

ix) Similarly, we make other filters on report.


x) Go to Base Facts table column 1-Revenue and SelectEdit Formula , change the column name from 1-Revenue to Performance index to total and also put the cast function on it .

The Edit Formula window will display. Here we change the column heading from 1-Revenue to Performance index to total click on function.


xi)After click on function , Insert Function window will display.

Here we see the Syntax of function.


xii)After selected function

Click Ok.

xiii)Now, ClickResult.

xiv)ClickNew View and Select GaugeVertical Bar.


xv)Vertical Gauge View display ClickEdit View

xvi)After Click on Edit View window will display. Here we see the properties like Gauge Prompts ,Sections ,Gauge , Exclude within layout, Gauge set within settings.


xvii)CheckDisplay as Slider, In SectionT05 Per Name Year(Time), RowsP4 Brand(Products) ,MeasuresPerformance index to total .

xviii)Now in settings property Select High values are desirable, Click to add new

threshold, Click and SelectCustom value to write in box.


Write values on threshold ,Click and SelectSpecify Label in status.

Write values on Threshold and Status boxes.

Select the color by click on color box.


Click Ok.

Select color from Color Selector according to report .

xix) In Edit View , ClickEdit graph property.

a)After click on edit graph property the graph property window will display. In general tab Gauge per row3, Legend LocationDefault(Top),UncheckListen to Master Detail Event.


b)Click on Style tab and set properties Gauge sizeFit to canvas from dropdown list, Width120px ,Height140px, CheckGradient.

c)Click on Scale tab Set properties Gauge LimitsDefault ,Tick typeDynamic.


d)Click on Titles and Labels and set Gauge set title click and TruncateAutomatic.

After click on footer Font Format window will display and TruncateAutomatic.


Click Ok.

xx) Now go to result tab.

xxi) ClickNew View and SelectOther ViewStatic Text .

xxii)S tatic Text window will display. Here ChcekContain HTML Markup and write Report Name which we want to show in static text and ClickBold.


After set properties ClickDone.

xxiii) Now go to result tab .

xiv) Now save the report in Sample Reports Folder within the Shared Folders as Performance index to Company Avg..

Creating Dashboard

Step 19): -Now we create a dashboard.

i)First create a New folder in Shared Folder named as Practice Dashboard.


Click ok.

ii) Go to home page and SelectDashboard from Analysis and Interactive Reporting.

iii) New Dashboard window will display. Here write Name Sample Dashboard and give its Location/Shared Folder/Practice Dashboard., ContentAdd content now.

Click Ok.

iv)now we go to the Sample Dashboard page1.Here we see Dashboard Objects like Column, Section, Alert Section, Action Link, Action Link Menu, Link or Image, Embedded Content, Text, Folder, and catalog we see only Shared Folder that’s why we save our all reports within the Shared folder.www.hyperionguru.com http://www.bisptrainings.com

v)Now first drag Column Object from left pane to right pane. Within Column Object we drag Section Object from left pane to right pane and within Section Object we drag our reports from Shared Folder which is in left pane to right pane. We see in below image.

vi)Here we see in which order we put our report.


vii) Here , We see the properties of dashboard. Here we see dashboard properties option

,when we click on dashboard properties option we see other properties in it like Dashboard Properties, Pdf and Print Properties, Page report Links, Allow saving personal customization, publish page to dashboard.

Other properties like we can add New Page ,Delete Page, Preview , Run and save.

viii) When we click on dashboard properties. The dashboard properties window will display. Here we can set style from dropdown list.


We can Edit Filters and variables, Edit Dashboard report Links,In dashboard page we can rename ,delete ,page up and down. Hide Page and Show add to Briefing Book options.

ix)Here we rename the page as Brand Analysis.

Click Ok.

x)Here we see the dashboard page name in page column.


Click Ok.

xi)Now ClickSave and then ClickRun to see the result of dashboard.



Date post:	14-Dec-2014
Category:	Technology
Upload:	amit-sharma
View:	1,830 times
Download:	3 times

Obiee11g building-brand-analysis-dashboard

Technology