BIEE 11G HANDBOOK.docx

Oracle Business Intelligence 11gEnterprise EditionHands-On WorkshopStudent HandbookTable of ContentsIntroduction1Topics Covered in this Workbook2Getting Started3http:/10.140.219.xx:7005/analytics/5Home Page6The Global Header6Browsing the Catalog Manager7Workshop Goal10What Are Analyses?11What are Analyses?11Creating a Simple Table12Topics Covered12Create a New Analysis12Adding Columns14Removing Columns and Column Properties15Adding Metrics16Adding a Filter16Adding Column Formatting17Changing Column Width18Changing the Column Name19Changing the Data Format20About Compound Layout View21Adding Columns in Compound Layout Mode21Adding a Grand Total and Table Edit mode22Setting the Default Aggregation23Saving the Analysis24Modifying an Existing Report (Gauge Report)27Topics Covered27Opening an Existing Report from the Home Screen27Using an Analysis As a Template28Adding a New View28Creating a View from the Views Panel30Changing the Size of the Gauge30Changing the Metric Displayed in the Gauge31Setting Gauge Threshold Limits33Setting Custom Threshold Labels34Turning Off Unwanted Panes35Adding Gauge Labels35Adding the View to Compound Layout37Re-Arranging Views37Adding a View Selector38Removing Views from Compound Layout Mode41Creating Graphs43Topics Covered43Create a New Analysis44Adding Columns45Adding Filters45Displaying Results47Create a Graph48Enabling Zoom52Changing the Width of a Graph53Saving the Analysis54Adding a Pie Graph view55Setting Graph Properties57Simple Pivot Table Report60Objective60Topics Covered60Creating a Pivot Table60Changing Number Displays64Adding Selection Steps67More on What are Filters and Selection Steps70Hierarchical Pivot Table Report71Objective71Topics Covered71Create a New Analysis71Adding Columns72Renaming Columns74Displaying Results74Creating Custom Groups75Change the Title78Saving the Analysis80Working with the Action Framework81What Are Actions?81Creating Actions82Applying Table Level Formatting92Executing Action Links94Dashboard Prompts97Summary97Topics Covered97Create the Dashboard Prompt97Save the Dashboard Prompt107Interactive Dashboards108What are Dashboards?108What is the Dashboard Builder?109Create and Add Content to the Dashboard110Topics Covered110Create a New Dashboard110Dashboard Objects112Laying Out Our Dashboard113Making Changes to Your Layout117Adding Links Below Reports117Creating an Agent119Objective119Define a Schedule120Define a Conditional Schedule120Define Delivery Content Options121Define Recipients122Define Destinations123Define Actions (Optional)124Saving the Agent125Managing your Agents126Create an Map view130Topics Covered130Create a New Analysis130Adding Map Layers134Appendix A142Components of the Create Analysis Screen142Working with Panes in the Analysis Area145Appendix B146Overview of Level Based Hierarchies146Overview of Parent-Child (Value-Based) Hierarchies148IntroductionWelcome!Oracle Business Intelligence Enterprise Edition 11g (OBIEE) is a comprehensive business intelligence platform that delivers a full range of capabilities, including interactive dashboards, ad hoc queries, notifications and alerts, enterprise and financial reporting, scorecard and strategy management, business process invocation, search and collaboration, mobile, integrated systems management and more. OBIEE 11g is based on a proven web service-oriented architecture that integrates with an organizations existing information technology infrastructure for the lowest total cost of ownership and highest return on investment. OBIEE 11g provides complete, relevant insight to everyone in an organization and that, in turn, results in better decisions informed actions and more efficient business processes.The goal of todays session is introduce you to Oracle Business Intelligence by building the dashboard shown below:At each stage we encourage you go off-road and insert your own content, create more graphs and calculations and experiment with the fluid dashboard-building and report creation process of Oracle Business Intelligence.Topics Covered in this WorkbookNavigating the Home PageCreating a simple Table and Gauge ViewCreating a Simple Pivot TableCreating a Hierarchical Pivot Table View Creating a Graph ViewCreating an AgentUsing the Action FrameworkCreating a Dashboard PromptCreating a DashboardCreating a MapGetting Started1. Make a wireless connection. a. For example - if you are in an oracle office connect to the clear-guest wireless network. Your instructor will provide the clear password. The login is: guest2. Once connected you need to download our VPN software.a. Web URL to download our VPN: b. Your instructor will provide the Username and Password for the download.c.d. Select Click here to make L3 connection3. Depending on your browser you will get slightly different results:When using Internet Explorer 7.0, you will be prompted to install VPN client software. When using Firefox 3.0, you will see the screen below. Click the Start the VPN client4. After the install completes you will probably be instructed to restart your computer.5. After restart reconnect to wireless.a. Relaunch 6. Click the Network Tab.7. Click Start the VPN Client. Please leave this window open to keep your VPN session alive.8. Open a new tab or browser window.9. Access the central analytics server:http:/10.140.219.xx:7005/analytics/10. The Instructor will assign your Userid & Password during the workshop.Sample UserId: Userid: User01Password: obiee11gHome PageWhen you login you will land on the Home Page. The Oracle BI EE Home page provides you with an intuitive, task-based entry way into Oracle BI EEs functionalities. The Home page is divided into sections that allow you to quickly begin a specific task, locate an object, or access technical documentation. You can always access the Home page by clicking the Home page link on the global header. From the home page you can quickly: Create new content starting with the Create section in the upper left. Browse existing reports, dashboards, scorecards etc. Review end user documentation in the Get Started section Open or edit your own private recently accessed content Open or access the overall most popular content that you have visibility toThe Global HeaderThe global header, shown above contains links and options that allow you to quickly begin a task or locate a specific object within the Oracle BI Presentation catalog. Many of the options that are available via the global header are also available within the Home page.The advantage of the global header is that it is always available from the user interface. When you are viewing a dashboard or working within one of the task editors, you can use the global header to quickly begin a new task, search the catalog, access product documentation, or view a different object without having to return to the Oracle BI EE Home page.Browsing the Catalog ManagerThe Catalog Manager has integrated Search and Folder browsing. When you start from a search or from a folder view, you can easily switch between them by toggling an icon.In the Global Header, type product revenue in the box to the right of Search.Click on the Go icon to the right of where you typed product revenue.You are now in the Catalog Manager, where you can perform a variety of maintenance activies, depending on the type of object you have accessed.Click on the first report Office Product RevenueOn the left side of the Catalog Manager, a context sensitive Task pane opens that allows you to Edit, Print, Export, Create Shortcuts and other activities. Notice that some of the options, such as Delete and Rename are grayed out. You do not have the necessary permissions to perform these activities.On the bottom of the screen, click on the + icon to the left of Preview. You can see what the report looks like without editing it.Click on the Folder icon in the upper right, to the left of the binoculars. You can now browse all of the folders you have access to.Now that you know how to find saved reports and other objects, lets create out first report.Workshop GoalAt the end of this workshop you will create the dashboard shown below:This dashboard includes most of the analyses that well create during the day.What Are Analyses?What are Analyses?Analyses provide answers to business questions. They let you explore and interact with information by visually presenting data in tables, charts, pivot tables, and so on. You can save, organize, and share the results of analyses.Analyses that you create can be saved in the Oracle BI Presentation Catalog and integrated into any Oracle Business Intelligence home page or dashboard. They can be enhanced through charting, result layout, calculated items, and drilling features. Throughout this document we may use some additional synonyms for analysis such as report or request. The Create Analysis ScreenWhen you start a new analysis, your screen will resemble the screenshot above. Creating a Simple TableIn the first exercise, we will get acquainted with how to build a query and use the Layout Editor and Selection Steps to further refine our report. In a subsequent exercise, we will use this report to create a more interactive report that allows us to switch between a Table and Gauge View using a View Selector.Topics CoveredBasic Table ViewTitles and TotalsFormatting Columns and HeadingsSavingCreate a New AnalysisClick the New link on the header toolbar.Select Analysis.You are then presented with the subject areas that you have visibility to. Select A Sample Sales.Notice that your screen provides information on how to get started in building your first analysis!Adding ColumnsIn the Subject Area Pane, under A-Sample Sales, expand the Products table and double-click P4 Brand.You can also drag and drop columns. Drag and drop P4 Brand so that you end up with two columns as shown below.Note: Please note that we are doing all of our report creation in a browser! Since we have not yet saved our document its important to be careful about using the browser forward and/or back buttons. Its fine to use those after you save but, before you save you may end up going back to a point before you created your report. Saving isnt hard and we recommend saving often when doing actual report development. Well save a little later in this exercise.Removing Columns and Column PropertiesFor each column that you add your analysis there are properties or actions that you can perform on that column. Hover over the properties icon of the second P4 Brand column to view the options. Notice that we have several options available to us on each and every column we have in our report.Sort You can choose to sort Ascending or Descending by this column.Edit Formula Allows users to create their own calculated columns and apply functions such as Rank, etc.Column Properties This is where we can format data by adding currency symbols, changing fonts, colors and add conditional formatting to columns.Filter We can add filters to the data to limit the report results to a specific data set.Delete This will remove the column from the report.Since weve added too many “Brand” columns select Delete to remove it from the analysis.Adding MetricsLets add some metrics to this Analysis, as well as some basic formatting and then view the results.Expand the Base Facts folder and add 5 -Target Revenue. Expand Calculated Facts, Simple Calculations and then add 26 Target Completion.Adding a FilterWe want to add a Prompted Filter on C6 Credit Rate. Any column that is set to Prompted is listening for any changes to a Dashboard Prompt and will update on a Dashboard that filters on that column. Well be adding Dashboard filters later in this workshop.In the Filter Pane, click on the Filter icon and choose More Columns “Customers”.”C6 Credit Rate”In New Filter window, click on the Operator pull down and choose Is Prompted. Click OKThis will not filter the current report when run outside of a Dashboard. When we are on our finished Dashboard and we adjust the Credit Rate, our report will now change to reflect the new selection.Adding Column FormattingWe will do several format changes to the 26 Target Completion column. Well change the heading to Completion; well change the data format to percentage; and well narrow the column to 70 pixels.Hover over the column properties for 26 Target Completion and select Column Properties. Notice there are several tabs where we can apply different types of formatting.Changing Column WidthThe column width property is under Additional Formatting Options on the Style tab. Expand Additional Formatting Options.Enter 70 in the Width box. Changing the Column NameWe want to shorten the column name to Completion %,Select the Column Format tab.Select Custom Headings.Change the name to Completion % in the Column Heading Box.Changing the Data FormatTo change the format of the numbers in this column, select the Data Format tab.Select Override Default Data Format.Change Treat Numbers As to Percentage.Click OK to finish formatting.Change the Width of the 5-Target Revenue column to 70 pixels wide.In the upper left, click the Results tab to return to Compound Layout mode. Your report should resemble the following.About Compound Layout ViewWhen we started creating this analysis we were on the Criteria tab. Once we clicked results we entered what we call Compound Layout mode. We call it that because we can add multiple views to a request and we can view them all in Compound Layout mode. A view is a chart, a pivot table, gauge, ticker, etc. So a single analysis can have multiple types of views and then users can arrange them in compound layout mode. Notice that we can tell we are in Compound Layout mode by the label directly above our report. When you create a new report by default you have two views a Title view and a Table view. These view objects are moveable and well learn more about that later in the workshop.Adding Columns in Compound Layout ModeYou dont have to worry about adding all of your columns on the Criteria tab. You can also add columns from other views as well.Expand the Base Facts, and double-click on 1-Revenue to add that field to this report.Our new column is placed to the right, but we want to right after Brand. Hover over the 1-Revenue column until you see the handle like in the example above.Grab hold of the handle and move it in front of the 5-Target Revenue column and drop it when you see the vertical blue line.Adding a Grand Total and Table Edit modeTo add a grand total to this table we need to access Table edit mode.Click the Edit View button for the Table object.Your screen should resemble the screenshot below. A few things to Notice: We are in Table Edit Mode. We got here from Compound Layout mode. We have a new pane called the Layout pane. You can use a drag and drop technique to resize the various panes in the window. The Layout Editor allows you to arrange and format the Table to your liking. Lets add a grand total. Click the icon next to Columns and Measures for the Table and select After. Notice we have totals for Revenue and Target Revenue. We do not get a total for Completion % because its not sure if we want a sum, an average or something else. Saving the AnalysisUntil you save the report - you will see Untitled in the upper left hand corner of the screen above the Criteria tab.Click the Save button in the upper right hand corner of the screen.We will save all reports we create during this workshop in My Folders. If you were responsible for creating reports that were going to be published in a dashboard to be shared with a group you would want to be sure to save the report in a Shared Folder location.Name the report Simple Table.Description: Type “A simple table with column formatting and table totals”.Click Ok.Notice how Untitled is gone and now replaced with the saved name of the report. Also the word saved will appear briefly in the upper right hand corner of the screen.From here you could continue on to do a number of things. For example you can go to the home screen where you will see this report under Recent. You can view the catalog and browse through shared and private folders. You can start a new analysis by selecting New from the header bar or open a previously created report.Modifying an Existing Report (Gauge Report)We will edit our Simple Table report and add a Gauge view to it as well as a View Selector so that it resembles the image on our sample dashboard.Topics CoveredSave AsAdding New ViewsWorking with the Views PaneGauge FormattingRe-Arranging ViewsAdding a View SelectorOpening an Existing Report from the Home ScreenSelect Home from the Global Header menu. Your screen should be similar to the screen shot below.Find Simple Table in the Recent section of the home menu and then select Edit.Using an Analysis As a TemplateMany times you want to create a report similar to one that