Oracle BI User Interface

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Module 4

Oracle BI User Interface


Objectives

• Understand various components of Oracle BI user interface

• Understand Oracle BI Answers, Dashboards and Delivers

• Use Oracle Answers to construct, modify, and save BI requests

• Navigate a Oracle BI Intelligence Dashboard

For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential


Oracle BI User Interface

• Intuitive, self serve application that allows users to access analytical content within the Oracle BI solution

• Primarily consist of interactive Dashboards, Oracle Answers, Oracle Delivers and Administrative pages• Interactive dashboards are dynamic pages, prebuilt to user

requirements and shared among select group of users• Answers provides a self serve ad-hoc analytics environment• Delivers allows users to schedule and deliver prebuilt

requests based on time or events

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices



Intelligence Dashboards• Are pages in a Oracle BI application used to display:

• Results of one or more saved Oracle BI requests• Other content items, such as

• Links to Web sites• ActiveX objects• HTML text• Links to documents• Embedded content: images, text, charts, tables

• Are provided in Oracle BI applications• Can be created by Oracle BI users or application developers• Can be shared by common groups of users• Can be modified based on personal preferences and business

needs



Accessing Intelligence Dashboards• To access Intelligence Dashboards, visit the application URL

(http://<host name>/analytics) and enter your login information• The application opens up with default dashboard (My

Dashboard)

Other dashboards that user has access to appear in the top list Dashboards display

request results and embedded content



Dashboards Objects

Report views

Other links

Page Tabs

Embedded folder structure

Column Selector



Dashboard Prompts• Allows users to filter the information on the entire dashboard with

a single selection• Can be applied on a single page or entire dashboard

Dashboard Prompts



Accessing Saved Dashboards

• Select Dashboards tab to access saved dashboards in Oracle Answers

Dashboards can be saved in personal and shared folders



Viewing Intelligence Dashboard Detail

Click to drill down

Dashboard displays detail data



Viewing Different Data or View

• Select the available column / view from the drop down

Select from drop down

Displays selected column



Viewing Embedded Requests• Click Modify button to view requests embedded in

dashboards

Click Modify button

Request opens up in Answers



Dashboard Page Options• Allows additional interactive options

• Save selections and apply saved selections, bookmark etc.• Edit Dashboard link allows users to modify the dashboard

content (Depending on the privileges)



Additional Dashboard Links

• More Products• Provides access to

additional components licensed

• Setting• Provides access to

Administration and My Account pages

• Links• Print, Refresh and Add

to Briefing Book



Administration• User interface to perform administrative tasks,

accessible for OBI presentation services administrator

Install information for your solution

Administrative Tasks

Marketing Server Administration



Oracle Answers

• Is the Oracle BI user interface used to query an organization’s data

• Provides a set of graphical tools to create and execute requests for information

The right pane displays the selected content and tabs for working with requests

Content is organized into virtual tables and columns

The left pane displays the content available to build a requests



Starting Oracle Answers

• Can be accessed from the Answers link within the OBI application

My Dashboard screen appears after entering login credentials

Click Answers link to navigate Answers



Subject Areas• Contain information about the areas of your

organization’s business• Have names that correspond to the type of

information they contain

Select a subject area to create a new request

Browse saved requests



Creating Requests in Oracle Answers

• Steps for creating requests in Oracle Answers include:• Starting a request a request• Creating/Modifying request criteria• Changing column order• Displaying request results • Modifying results layout• Adding filters to requests• Saving a request



Constructing a Request

• Select (Click) columns from presentation folders in the selection pane to create request criteria

Click columns to select request criteria

Request criteria is displayed in the workspace

Expand virtual table folder to display columns



Modifying Request Criteria

• Format column• Edit column properties to control appearance and layout

• Edit formula• Add a new function, such as ranking or moving averages

• Add filter• Limit data that appears in a column

• Remove column• Remove a column from the request criteria

• Order by• Determine sort order (ascending or descending)

Click appropriate icons to modify the request



Changing Column Order

• Drag and drop columns to change column order

Drag a column to another location to reorder the columns



Displaying Request Results

• Click Results tab or Display Results button on the request

Results are displayed in compound layout format, includes the Title and Table views



Modifying Results Layout

• Change views to control appearance of results



Adding Filters to Requests• Filters limit request results

• Example: Limit the results of a request to list Regional Sales comparison for years after 2001

Filters can be saved and reused



Creating and Editing Filters

• Use Create/Edit Filter dialog box to create and edit filters

Add Filter

Select values

Add values

Click OK



Saving a Request• Use Save Request to save a request in a personal or

shared folder

Click Save Request button to open Choose Folder window

Choose personal or shared folder

Create a new folder

Provide name and description



Summary

• This module showed you:• Various components of Oracle BI user interface• Details of Oracle BI Answers, Dashboards and

Delivers• Navigate a Oracle BI Intelligence Dashboard• How to use Oracle Answers to construct, modify,

and save BI requests



For use by Oracle employees and authorized partners only. Do not distribute to third parties.

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Oracle BI User Interface

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