Analytics Creating and Administering - Oracle · Oracle CX Sales Creating and Administering Analytics Preface ii Documentation Accessibility For information about Oracle's commitment

Oracle CX Sales

Creating and AdministeringAnalytics

20B

Oracle CX SalesCreating and Administering Analytics

20BPart Number F27444-02Copyright © 2011, 2020, Oracle and/or its aliates.

Author: Penny Anderson, Brian Oden, Kristin Penaskovic, Judy Wood, Dan Hilldale

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Contents

Preface i

1 About This Guide 1Audience and Scope ..................................................................................................................................................................... 1

Related Guides for Analytics ....................................................................................................................................................... 1

Analytics Terminology ................................................................................................................................................................. 2

2 Prebuilt Analytics 5Analytics for User Roles .............................................................................................................................................................. 5

Listing of Prebuilt Analytics ........................................................................................................................................................ 6

3 Analytics Access, Currency, and Display 9Analytics Work Areas ................................................................................................................................................................... 9

Business Intelligence Catalog .................................................................................................................................................... 11

Analytics Security and Permissions ......................................................................................................................................... 12

Get More Access with the BI Administrator Role ................................................................................................................. 13

Optimize Analytics Display ........................................................................................................................................................ 15

Currency Seings for Analytics ............................................................................................................................................... 27

4 Subject Areas 33How Subject Areas Work ........................................................................................................................................................... 33

Choosing the Right Subject Area for Your Analytics .......................................................................................................... 33

View Subject Area Details ......................................................................................................................................................... 35

Subject Area Context And Analytic Results .......................................................................................................................... 36

Multiple Subject Areas in a Single Analytic .......................................................................................................................... 38

Listing of Prebuilt Subject Areas ............................................................................................................................................ 44

Subject Area Updates ................................................................................................................................................................ 44

About Creating Your Own Subject Areas .............................................................................................................................. 45


5 Create and Edit Analytics 47Data Structure for Analytics ..................................................................................................................................................... 47

Analysis and Report Limits ...................................................................................................................................................... 48

Overview of Analytics Creation and Modication ............................................................................................................... 57

Edit Prebuilt Analytics ................................................................................................................................................................ 58

CX Sales Repository and Session Variables for Business Intelligence ............................................................................ 58

Deep Linking ................................................................................................................................................................................ 61

Report on System User Activity .............................................................................................................................................. 63

Create and Edit Analyses Using a Wizard ............................................................................................................................. 67

Manage Analytics with Advanced Features .......................................................................................................................... 68

Create an Activity Analysis for Your Sales Team ................................................................................................................ 69

Create an Opportunity Analysis .............................................................................................................................................. 70

Create and Filter an Historical Trending Analysis ............................................................................................................... 72

Create a Cross-Subject Area Analysis .................................................................................................................................... 73

Create and Edit Dashboards .................................................................................................................................................... 74

Best Practices for Working with Analytics ............................................................................................................................. 75

FAQs for Analytics and Dashboards ...................................................................................................................................... 75

6 Analytics on Interfaces 77Analytic Interfaces ...................................................................................................................................................................... 77

Sandboxes .................................................................................................................................................................................... 77

Analytics on Sales Pages ........................................................................................................................................................... 81

Analytics on Object Pages ........................................................................................................................................................ 84

Expose the Refresh, Export, and Print Links on Tabs ........................................................................................................ 88

Direct Linking .............................................................................................................................................................................. 90

Paths and Links to Analytics .................................................................................................................................................... 95

ADF Contextual Event Action .................................................................................................................................................. 96

USER_PARTY_ID Session Variable .......................................................................................................................................... 98

Embed Analyses and Dashboards .......................................................................................................................................... 99

7 Schedule and Share Analytics 101Create Brieng Books ............................................................................................................................................................... 101

Schedule Analytics and Brieng Books ................................................................................................................................ 101

Schedule Snapshots of Your Sales Historical Pipeline ...................................................................................................... 102


8 Analytics Folders 107Where to Save Analytics and Reports .................................................................................................................................. 107

Manage Predened Catalog Permission .............................................................................................................................. 107

How to Create Folders .............................................................................................................................................................. 115

Set Folder Permissions and Aributes .................................................................................................................................. 116

Set Folder Permissions ............................................................................................................................................................. 117

Archive and Move Analytics .................................................................................................................................................... 117

What happens to modied analytics and reports when a release update is applied? ................................................ 118



Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Using Oracle Applications

HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to nd guides and videos.

Watch: This video tutorial shows you how to nd and use help.

You can also read about it instead.

Additional Resources

• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partnercommunity, and other users.

• Training: Take courses on Oracle Cloud from Oracle University.

ConventionsThe following table explains the text conventions used in this guide.

Convention Meaning

boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.

monospace Monospace type indicates le, folder, and directory names, code examples, commands, and URLs.

> Greater than symbol separates elements in a navigation path.

https://docs.oracle.com/en/cloud/saas/applications-help/

https://docs.oracle.com/en/cloud/saas/applications-help/

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https://appsconnect.custhelp.com/

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Preface

ii

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

Contacting Oracle

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Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:[email protected].

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Chapter 1About This Guide

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1 About This Guide

Audience and ScopeThis guide gets you o to a good start covering many primary tasks that sales administrators will do to set up analyticsfor their organization. The tasks covered here are:

• Edit analytics that come with the application.

• Edit subject areas that come with the application.

• Build new analytics.

• Build new subject areas.

• Enable the sales pages.

• Add analytics to the sales pages.

• Add analytics to the side and sub tabs of the edit and object landing pages.

Note:

With release 20A (11.13.20.01.0), "Oracle Engagement Cloud" is now known as Oracle CX Sales and Oracle B2B Service.Existing Oracle Engagement Cloud users will retain access to Oracle CX Sales and B2B Service features under theirpreexisting licensing agreements. Any new users created within your current Oracle Engagement Cloud license countwill also retain the same access to Oracle CX Sales and Oracle B2B Service. To obtain additional features or manage yoursubscription, refer to your Oracle Cloud Applications Console.

This document describes features available to users under Oracle CX Sales, Oracle B2B Service, and Oracle EngagementCloud licensing agreements.

Related Guides for AnalyticsHere's a list of guides that contain information related to what's covered in this guide.

Title Description

Geing Started with Your SalesImplementation

This guide provides you with the concepts and procedures you need to implement a salesautomation solution in a test environment. You learn how to quickly implement a simplesolution for a business selling to other businesses.

Implementing Sales

This guide provides conceptual information and procedures used to implement salesapplication components and features. It's intended for sales application administrators, and insome cases, administrators as they implement, congure, and use administrative componentsof the sales applications.

User's Guide for Business IntelligenceEnterprise Edition

This guide provides detailed instruction on working with the broader set of BI tools, which ishelpful as you are working with data in your application.



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Title Description

Security Reference for CX Sales andB2B Service

You can review the information in this guide to decide how to assign roles and privileges tospecic users depending upon who you want to see what information in your analytics.

Related Topics

• Get Started with Your Sales Implementation

• Implementing Sales

• User's Guide for Business Intelligence Enterprise Edition

• Security Reference for CX Sales and B2B Service

Analytics TerminologyThese are some of the words that might be unfamiliar to you as you read through this guide.

Term Description

Analytic/ Analytics

The broader term used for information pulled from business databases displayed in a waythat's meaningful to you. Analytics can include analyses, reports, and dashboards of any form.

Analysis/ Analyses

The specic term for one or more analytics that are shown visually on your desktop or mobiledevices.

Analytic Work Area

Analytic work areas are pages in the application that show analytics. You can congure somework areas to be specic to one or many user roles. You can also congure work areas to showdetailed information on a specic record.

Column

The term column in the context of creating analytics is used to describe the objects that holdthe data that populates an analysis. The columns are aributes of the subject area dimensionsand you drag the columns to the palee as you build your analytics.

Fact Folders/Facts

The Fact folders contain lters to count or measure the information in analytics. Factsare pieces of information that are calculated using standard operators such as addition,subtraction, and so on.

Infolet

An infolet is a small container or "widget" on the sales pages that hold an analytic. You cancongure the infolet shape and size.

Key Performance Indicator (KPI)

Key Performance Indicators are values that analytics provide to help organizations get asnapshot of information in a particular context.

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=FASMC

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Term Description

Navigator

Navigator is represented by an icon with four parallel white lines on the Home page. When youclick the Navigator icon you go to a page that shows all the options for users to manage andmonitor their sales activities. Administrators see options for managing the application.

Oracle Business Intelligence Answers(BI)

BI is a major work area for administrators. You view, edit, and create analytics and subjectareas in BI.

Report

A report is a type of analytic used primarily for published presentation. Types of reports mightbe nancial documents, human resource spreadsheets, and so on. The wizard for building areport walks you through a series of options for formaing the layout of the report.

Sandbox

A sandbox is a testing stage you use to add and view changes to the interface without actuallyimplementing your changes to a live site.

Home Page

The landing page for the application, also called the springboard.

Sales Icon

The Sales Icon links to a page that contains icons with links to all of the major work areas forsales users.

Subject Area

Subject areas are the building blocks of your analytics. You begin building your analytics bychoosing an appropriate subject area. Technically, subject areas are a grouping of databaseinputs called data objects that relate to each other in a particular context.

White Dot Page Controls

The white dot page controls on the Home Page are navigation tools that link to the SalesPages. Both of these pages are enabled by administrators for users to access.



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Chapter 2Prebuilt Analytics

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2 Prebuilt Analytics

Analytics for User RolesPrebuilt analytics let you get analytics out to your users right away. You can set up these analytics so that your sales orservice user roles see their own data when they log in. There are dozens of analytics for specic user roles, as well asanalytics relevant to all roles in your organization.

Here are some analytics for sales roles:

• Sales Representatives - performance, opportunities, pipeline, leads, and quota analytics

• Sales Managers - team analytics including activities, leads, performance, opportunities, quota, andperformance

• Channel Account Managers - MDF Requests, deal registration, partner status, opportunities, pipeline, partnerperformance, and quota analytics

• Sales Executive - team leads and executive analytics including, actual vs. quota, forecast vs. quota, top openopportunities, sales stage by age, forecasting, performance, and service request

• Channel Sales Manager - MDF requests, open pipeline, stalled opportunities, partner business plan objectives,partner hierarchy analytics.

• Partner Sales Representative - stalled opportunities and top open opportunities analytics



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Here are some analytics examples for specic user roles. These are for Sales Representatives to see their opportunitiesand pipeline.

Here are some analytics for service roles:

• Customer Service Representative - personal performance, pending tasks, compliance, queues, action plans,work order analytics.

• Customer Service Manager - agent performance, compliance, interactions, queues, channels, action plans, workorders, email, social post analytics.

• Human Resource Help Desk Agent - personal performance, pending tasks, compliance, queue analytics.

• Human Resource Help Desk Manager - agent performance, compliance interaction, queues, email analytics.



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Listing of Prebuilt AnalyticsYour CX Sales applications come with a variety of dierent prebuilt analytics for your sales users. Use the prebuiltanalytics right out of the box, or make a copy and modify them however you like. This list includes analytics and reportsfrom CX Sales, Incentive Compensation, and Partner Management.

Related Topics

• CX Sales analytics listing in downloadable spreadsheet format.

http://www.oracle.com/webfolder/technetwork/docs/reports/r13/Sales-Reports-R13.xls



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Chapter 3Analytics Access, Currency, and Display

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3 Analytics Access, Currency, and Display

Analytics Work AreasAs an administrator, your job is to create, edit, and maintain analytics for your organization. The work areas are thepages that you use to create and edit all things analytics. You also add analytics for your users on these pages.

Work Area Name Description

Oracle Business Intelligence (BI)

You view, edit, and create analytics in BI. You also can view, edit, and create subject areas here.

Home Page

This page is the main landing spot for you and your users and is the springboard to get to allyour analytics pages.

Sales Infolet Page

This page comes prebuilt with infolets specic your user roles. You can do just about anythingto change the way this page looks and which analytics show. To get to this page click the whitenavigation dot on the home page.

Sales Pages

You enable these pages for your users. These ve blank pages are available for you to addanalytics related to any area.

Object Pages

On these pages sales users work with opportunities, accounts, contacts, activities and so on.Administrators enable the tabs on these pages and add analyses to the tabs on the side orboom of the page.

Analytics Page

This page is where sales users search for analytics they have permissions to view and makethem favorites. Sales users also see analytics that administrators have congured to showspecic to their role.



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This is an example of an Infolet page.

This is the Analytics page. It's a page where users add and view analytics.



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This is the Opportunities work area. Users can click the analytic icon and view analytics specic to a record.Administrators add analytics to this object page.

Related Topics

• Using Oracle Business Intelligence

Business Intelligence CatalogThere are two major work areas for analytics administration. The main interface is where your users view the analyticsadministrators set up in user work areas and on the infolet pages. The second area is the business intelligence catalog.Reports, analyses, dashboards, and other business intelligence (BI) objects are stored and administered in the businessintelligence catalog. BI is where you build and edit analytics for your user work areas. You can toggle back and forthbetween the two areas.

Navigate to the Catalog1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area, click the Browse Catalog buon.

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Objects in the CatalogThe catalog stores the BI objects in a folder structure of individual les, organized by product family.

BI objects and reports are organized in the following folder hierarchy:

• Shared Folders (parent)

• Product family (example: Financials)

• Product (example: Payables)

• Report groups (example: Invoices)

• Dashboard reports

• Data Models

• Report Components

• BI Publisher reports

• Prompts

The following table describes the common BI objects that you nd in the catalog:

Catalog Object Description Location

Analysis

Analyses are used for infolets, the Salespages, and on object pages such asOpportunities.

Analytics library

Dashboard

Dashboards organize analytical contentand catalog objects, and present them in ameaningful way.

Reporting group folder

Dashboard Prompt

Dashboard prompts allow users to lterdashboard content using provided values.

Prompts folder

Filter

Filters are used in dashboards andanalyses.

Prompts folder

Report

Reports are operational reports inprintable format created in BusinessIntelligence Publisher.

Analytics library

Data Model

Data models are used by reports createdin Business Intelligence Publisher.

Data Models folder

Sub-template

Sub-templates are used by reports createdin Business Intelligence Publisher.

Reporting group folder



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Analytics Security and PermissionsSome analytics might contain information specic to job roles that you don't want everyone to see. An example mightbe analytics with salary information. Access to objects in subject areas, which in turn are used to build analytics arecontrolled by permissions. Permissions are authorizations that determine who can see what. Permissions are a part ofthe security model, and how permissions are initially assigned is based on how users, roles, and groups were initially setup on your application.

The setup administrator has likely assigned you the role of Sales Administrator, or the Sales Administrator mighthave created a sub-role specically for administering analytics. As the person responsible for administering analytics,your permissions enable you to access and edit all of the analytics and analytic work areas. You have access to the BIcatalogs, dashboards, and tools to create, edit, and add analytics to your team work areas. For more information, seeSecurity Reference for Sales and Service.

Related Topics

• Security Reference for Sales and Service

Get More Access with the BI Administrator RoleIf you're a Sales Administrator you have lots of permissions already. But you likely want to perform high-level tasks inBI as well. To get these extra permissions you need the BI Administrator role. BI Administrators have access to theseadditional things:

• Catalog groups

• Privileges

• Sessions

• Publisher scheduling and delivery

Assign the BI Administrator Role

1. Sign in as a Security Manager. For example, IT_SECURITY_MANAGER.2. Click Tools > Security Console.3. Select the Roles.4. Click Create Role.5. Fill in the required information.

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This is the Create Role page for entering basic information.

6. Click Next until you come to the Role Hierarchy page.7. Click the Plus icon to bring up the Add Role Membership page.8. Search All for BI Administrator Role.

This is the Add Role Membership page for creating roles.

9. From the search result select BI Administrator Role and click Add Role Membership.10. Click Next until you get to the Users page.11. Add the users that you want to have the BI Administrator role. You can assign the BI administrator role to users

later too.12. Click Next.13. Click Save and Close.



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Assign Additional UsersAfter the BI Administrator role is created you can assign additional users to the same role.

1. Sign in as a Security Manager. For example, IT_SECURITY_MANAGER.2. Click Tools > Security Console3. Select the Users tab.4. Search for the user to be assigned the BI Administrator role.5. Select the user and choose Edit.6. Click Add Role.7. Search for the BI Administrator role you created in the steps for Assigning the BI Administrator Role.8. Click Done.9. Click Save and Close.

Optimize Analytics Display

Why Use Responsive Sizing?Responsive sizing ensures that analytics are displayed on your laptop, mobile, or tablet browser in the best possibleway. By default you can congure analytics to t any format, but that doesn't make them responsive to your browserresolution.

When you enable responsive sizing, you ensure the analytic size adjusts to the screen size on your device. This ensuresthat you view an analytic in as much screen space as possible without distorting the image. Not only does the windowadjust to maximize the screen display on the device, but it enables a scroll in the cases where the analytic rows extendbeyond the screen size.

This is an analytic before responsive sizing is set up.

This is an analytic fully sized to t the screen with responsive sizing.



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This is a tabular report before responsive sizing is set up.

This is a tabular report after responsive sizing is set up. Note how the report now uses all the available screen space.



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This shows how with responsive sizing set up, the graph size changes in size to respond to the browser size.

Things to Keep in MindYou can't opt into responsive sizing globally. And Prebuilt analytics can't be set for responsive sizing unless you make acopy. There are a few steps to opt in for each analytic you want enabled.

If you have multiple BI objects on a page, responsive sizing doesn't work. But you can embed a dashboard, or layoutquadrant, which can then express multiple analytic objects with responsive sizing. For table views, if it has a largenumber of columns it will scroll.



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You need to set every analytic that you want to be responsive. In some cases you congure the page the analytic is on.This summarizes the pages and steps for seing responsive sizing.

Page Name Setup Requirements

Object Landing or Object Edit Pagetabs

• In BI, set analytic dimensions, and if the analytic is in a dashboard set the dashboarddimensions as well.

• Working in a sandbox, edit the container parameter and display options.

BI Dashboards


• In BI, set column and container properties so that dashboard container is larger than theanalytic container.

Sales and Service Pages


• Working in a sandbox , edit the container parameter and display options.

These ares the pages that are available for responsive sizing.

Views that can be resized Views that can be partially resized Views that can't be resized

Columns / Sections

• DVT graphs• Map• Tree map view• Table, pivot table• Trellis• Title• View selector

Ticker - horizontal only

• Gauge• Some graph prompts• Performance tile• Funnel• Filter• All others

Responsive Sizing In Analytics and DashboardsTo create or edit a table with responsive sizing you provide the view and container dimensions. The dimensions can't beblank. You set dimensions to optimize viewing and to ensure the container is larger than the view canvas when it sizesdynamically to t the device screen size.

These are the component levels to set for analytics sizing:

• Level 1 -View container (Set in BI)

• Level 2 - View (Set in BI)

For dashboards, four levels of layout sizing are needed:

• Level 1 - Dashboard container (Set in dashboard)

• Level 2 - Dashboard section (Set in dashboard)



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• Level 3 - View container (Set in BI)

• Level 4 - View (Set in BI)

These are the sizing specications for analytic components.

These are the browser and related container sizes.

Browser (variable sizes) Content container (xed sized)

1094 x 939

933 x 737

1302 x 939

1192 x 737

1468 x 939

1350 x 737

1790 x 939

1509 x 737

Set View Dimensions1. In the results view of your analytic, click View Properties.



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This shows the View Properties selection for an analytic.

2. Choose the General tab.3. Set the height, and width of the analytic canvas. You must dene the size of the analytic to t the size you have

available in the container that holds the analytic. It doesn't maer which device you use to view the analytic,as long as you have set the size of the analytic in your window in BI to maximize the space available in thecontainer. Seing the height and width ensures that the view of this analytic is responsive on all devices. Thedefault is set to not dene a size. You need to dene a size for responsive sizing to be set.

This shows the General tab for graph properties, and the canvas width and height options.

Set Analytic View Container Dimensions

1. In the results view of your analytic click Format Container.



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2. Adjust the sizing to make sure the container is larger than the canvas. Since we previously set canvas size to830 and 265, we set the container to a larger size at 835 and 270. Note that if you also add title containers, thesize needs to match the size set for the analytic container.

This shows the Width and Height options for the Format Container dialog.

Set the Dashboard Container DimensionsIf your analytic is in a dashboard you set the dashboard for responsive sizing. For BI dashboards that hold analytics youset each container component on a dashboard to be responsive.

Set the properties for width and height for the container components to be larger than the properties set for youranalytic. In this case, since we previously set our analytic container to 830 and 265, we set our dashboard container to asize larger than the dimensions set for the analytic container.

To set the dashboard container dimensions:

• Select the container. Click Column Properties.



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This shows the Column Properties option for a dashboard container.

• Select the column. Click Format Section.

This shows the Format Section option for a container in a dashboard.

This shows the Height and Width options for Column Properties of a dashboard.



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Compound View and View EditorsCompound views are also available for seing up responsive sizing.

This shows the edit container option.

This shows options for seing the text properties in the elds. Set title cell properties using the A icon to the right of theeld.



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In the Cell property dialog set the vertical alignment to Center to set the title to oat vertically in the resized container.This seing is recommended.

For tables, set the following:

• Select "Fixed headers with scrolling content" to add sizing values.

• Set Vertical Alignment = "Center" in the Table's view container if you want the table to oat vertically in themiddle of the resized container.

This gure shows a table, with the option to edit the table view container properties.

For pivot tables select "Fixed headers with scrolling content" to add sizing values.

This shows a pivot table with the option to edit the pivot table view container properties.



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Responsive Sizing on Interface PagesAnalytics and analytic interface components all must have the sizing set for responsive sizing to work.

Set the Analytics Tabs on Interface PagesOnce your analytic is set with the proper sizing, the next step is to add the analytic to your interface and set the layoutspecications.

1. Add the analytic to the object tab.2. Open a sandbox.3. Under Seing and Actions choose Edit Pages.4. In the Edit Pages dialog, select internal.5. Click OK.6. Navigate to the page to set up.7. Click Change Layout.8. Navigate to the analytic and click Add.9. Click Edit.

This shows the edit option for a dashboard container.

10. Under the Parameters tab, change the sizing to "content" and remove any height and width values so that theeld is empty.



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This shows the Height and Width options as well as the Sizing option.

11. Click the Display Options tab.12. Click the Advanced tab.13. Under Stretch Content, set the value to "false".

Best Practices For SizingTraditional BI Content typically doesn't have all these sizes specied. The following are some recommendations forgeing the best sizing results.

• Use original content as a guide and size from the inside out., Start adding sizes for views rst. Follow thisby adding sizes to view containers. Save the report then make adjustments to Dashboard Sections, and thenDashboard Columns. When tweaking dashboard containers, set their size to the specic size then tweak tominimize scroll bars.An inspector tool like Firebug can make this process much easier by allowing temporary edits in place. Youcan then go back and add the values in the dialog. Add 20 pixels to dashboard container heights as this getsdeducted by the dashboard code (presumably to reserve space for the collapsible icon).When you're done tweaking, set the dashboard, columns, and sections to the minimum size seing. This seingremoves the overow behavior and prevents scroll bars from appearing on BI content.

• Measure pixels in original content to obtain starting size values. Use a pixel measuring tool (like Measureor others) to measure pixels on the screen to nd starting sizes for views. Similarly, measure pixels on thescreen to help gure how many pixels to add or deduct for components that can't be resized within views. Forexample, the View Selector widget needs approximately 40 pixel height.

• Build in padding sizes. BI styles typically have some padding built in to their CSS. The BI resizing code worksbest when taking this into account. Moving from sections to columns, try adding 3 pixels per border. Forexample, if you have two sections in a single dashboard column, they contribute four borders. So make thecolumn value 12 pixels larger than the sum of the sections. When working up from views to view containers,try adding the same 3 pixels per border. Note that the 3 pixel padding recommendation is suitable for the Altastyle. Custom styles may need more or less padding to be built into the math. You can validate the dashboard



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behavior using the specic size seing. In general, more padding is safer but could contribute marginally to lesspredictable behavior.

• Make sure the math works out. BI builds up the sizing map based on nested layout objects. Resizing falls apartif any parent container size is sized smaller than the content that it contains. For example, if a graph size is 300x 200 and its view container is 350 x 250, then section and column containers must be larger than 350 x 250. Ifthe section were set to 300 x 200, for instance, resizing wouldn't work.

This shows a dashboard with an analysis that has a compound layout with titles and two views to choose from.Colors added to highlight the layout components.

Currency Seings for Analytics

Currency and Exchange Rate Seings for AnalyticsCX Sales applications let you to decide how currency is shown in the application, as well as preferences for how analyticsshow currency and calculate exchange rates. Currency can be set in dierent regional currency types, depending onwhere you do business and what currency types you want to see.

There are three ways you set up currency:

• User Currency - Set by the business user in Regional seings. This seing applies to the entire applicationinterface for that user only. The available currency options are set by your application administrator.

• Analytics Currency - Set by the business user in BI in My Account seings in the Reports area. The seingapplies to that user only and is only relevant for analyses.

• Corporate Currency - Set by the application administrator. This seing applies to all users in that company.



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Note: The time zone preferences that you set in your fuse simplied user interface are inherited in OTBI andwill be used as the time zone seing for your existing and new analytics.

Set General User CurrencyUser currency seings determine the currency used as the default for what you see in your application. User currencyapplies to your entire interface for your signed-in session.

1. Navigate to Tools, Set Preferences.2. Select General Preferences > Regional.3. Select the preferred currency to be used. Available currencies include those set up for your company by your

application administrator.

Set Analytics CurrencyThe analytics currency seings determine the currency type that is displayed in all your analytics. It also determines howand when your currency conversion rates are calculated.

1. Navigate to Business Intelligence.2. Click Analytics in the navigator menu.3. Click Browse Catalog.4. Click your user name and select My Account.5. Go to the Preference.6. Select your choice in Currency.

This shows the currency display options for users:

Currency Display Type Description

Entered CurrencyCurrency used on a transaction.

<Application> CurrencyCurrency set up in each respective Cloud application as the common Corporate currency usedcompany-wide.

User Preferred Currency usingSimple Currency Management

Conversion to User Preferred Currency is performed at the time your run the report, and iscalculated from the Corporate currency based on the last time the record was updated andsaved or closed.

User Preferred Currency usingAdvanced Currency Management

Conversion to User Preferred Currency happens on the date your run the report, and uses thecurrency indicated on the record.

Set a Global Currency Conversion ProleSet a global currency conversion method for all your users by creating a currency prole. Only administrators can createcurrency proles.

1. In Setup and Maintenance, go to Manage Prole Options.



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2. Enter the following values:

◦ Prole Option Code : BI_DEFAULT_CURRENCY_CONVERSION_METHOD

◦ Prole Display Name : BI Default Currency Conversion Method

◦ Application

◦ Module

◦ Start Date : Provide previous day's date to proceed to next step to dene values.

3. Click Save and Close.4. In the Manage Prole Options dialog box, you see your new prole. Check the Enabled box for Site.5. Click Save and Close.

Related Topics• Update Existing Setup Data

Dene Currency Prole ValuesAfter you create your currency prole, the last step is to dene the prole value. This step denes which currencymanagement option is assigned to that prole.

1. In the Setup and Maintenance work area, useManage Administrator Prole Values.2. In Prole Option Code search for your prole: BI_DEFAULT_CURRENCY_CONVERSION_METHOD.3. In Manage Administrator Prole Values, Click Add (+ icon).4. Select Site as the Prole level.5. Enter "User Preferred Currency 2" in Prole Value.6. Click Save and Close.

How User Preferred Currency Exchange WorksThe simple and advanced user-preferred currency choices determine how and when your currency exchange rates arecalculated for your reports. For both simple and advanced currency management, when you save or close a report, theapplication sets the exchange rate at that time. The option you choose impacts how quickly your reports are generatedat run time. Each case includes trade-os, as detailed in the examples.

User Preferred Currency using Simple Currency ManagementThe advantage of this option is performance - the application doesn't have to look up the rate for each transactionbecause when you close or save a record, the application converts it to your corporate currency at that day's rate. Whenyou run the opportunity report, the application multiplies that value by your preferred currency exchange rate for thedate you run the report. This eliminates the need for the application to cycle through each record, and calculate thecorresponding exchange rate to your preferred exchange rate at the time that record was closed or last saved. It simplytakes the value on record for the original transaction exchange to corporate currency, and multiplies it by your preferredcurrency exchange rate at the time your run the report.

As an example of user preferred currency using simple currency management, a user updates and saves or closes anopportunity record with associated revenue of one million Indian Rupees on January 31st with an exchange rate of0.01403 Rupees to one US Dollar. The user then runs an opportunity report in US Dollars on March 31st. In the report,the US Dollar Corporate Currency is set at the January 31st rate it was saved at, in this case reporting as $14,030, or onemillion multiplied by 0.01403. Finally, an opportunity report on March 31st in Euros uses the March 31st conversion ratefor US Dollars to Euros of 0.75017 to convert the recorded US Dollar amount into Euros, in this example one million

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multiplied by 0.1403, which is the January 31st Rupee to US Dollar exchange rate, multiplied by 0.75013, which is theMarch 31st rate for Euros. This requires less processing, because the January 31st Rupee to US Dollar exchange rate,while not exact on March 31st, is used as the basis for the calculation of the March 31st opportunity revenue conversionto Euros at the later exchange rate.

The following gure describes an example of user preferred currency using simple currency management.

User Preferred Currency using Advanced Currency ManagementThis option provides a more precise exchange rate, since it goes through each record to determine the rate on the datethe record was updated or closed. The downside of this option is performance. Your reports will take longer to run. Theapplication has to cycle through each record and match currency exchange rates to the date the record was closed orupdated and saved.

As an example of user preferred currency using advanced currency management, a user updates and saves or closesan opportunity record with associated revenue of one million Indian Rupees on January 31st, when an exchange rateof 0.01050 Rupees to one Euro applies. The user then runs an opportunity report on March 31st. In the report, the UserPreferred Currency of Euros is applied, using the March 31st Rupee to Euro rate of 0.01052, requiring calculation duringreport processing to resolve the opportunity to 10,520 Euros. Finally, an opportunity report on March 31st in Euros againuses the March 31st conversion rate for Euros.



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The following gure describes an example of user preferred currency using advanced currency management.

Why do I see amounts of zero in analyses?The currency exchange rates might not be set up correctly. For example, you choose EUR as your preferred currency ingeneral preferences, and your corporate currency is USD. Amounts in analyses are displayed in EUR after conversionfrom USD, based on the current exchange rate. But if the exchange rate between EUR and USD isn't set up, or if theconversion fails for any reason, then the amounts show as zero.



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Chapter 4Subject Areas

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4 Subject Areas

How Subject Areas WorkSubject areas are the building blocks of your analytics. There are subject areas that come prebuilt with your application,and over 100 analytics built from the included subject areas. Let's look a lile closer at how subject areas work.

All of the electronic activity that happens each day in your company is stored and can be used to look at current andhistorical data, as well as predict future trends and outcomes. This information is saved and grouped and packagedas objects. The objects hold information called aributes which are pieces of information related to that object. Forexample, an object called Customer would hold information related to that customer, such as name, address, phonenumber, company and so on.

Object aributes are organized in columns which are used to provide real-time transactional reporting.

You can use the prebuilt subject areas to build your own analytics. Or you can build your own subject areas and usethem for building or editing analytics. Most importantly, the focus of a subject area is to provide a way for you to gainaccess to key insights about your organization.

This graphic shows the subject area for Sales - CRM Pipeline with some columns added on the editor to show employeerevenue per customer. The resulting analytic in bar chart format shows revenue on the y axis and customer on the xaxis with employee name key by color on the right.



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Choosing the Right Subject Area for Your AnalyticsWe provide a wide variety of subject areas to provide insight on a lot of dierent business activities. So how do youknow which subject area is right for you? Let's say you're building your own analytic because you want to knowsomething about your pipeline. Let's start by looking at the subject area list. All of the subject areas that come with yourapplication are detailed in the Subject Areas for Transactional Business Intelligence guide. In addition, you will nd thebusiness questions that subject area supports. The business questions are key to helping you choose the right subjectarea. Here are the business questions listed for CRM Pipeline, from the subject area guide.

These questions provide a starting point for you in terms of what information this subject area provides. Do any ofthese questions reect what insights you're looking for on a particular area of your business? Maybe they come close,but not exactly what you're looking for. If you click on one of the business questions you're taken to a page that detailsthe roles that have access to the data that supports analytics around that question.



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Here are some more examples of subject areas and the business questions they can answer.

Subject Area Name Example Business Questions

Sales - CRM Pipeline

• Are my sales representatives moving their opportunities fast enough.• How is each member on my team performing on deal size, account coverage, and win

rate?• Is my team converting leads to opportunities fast enough?• What are the most likely reasons that we lose against our key competitors?• What are the top 10 open opportunities?

Sales - CRM Forecasting

• What are my forecasts and closed revenues for this quarter?• Are revenues closed in time for their forecast gures?• Does the forecast versus pipeline show a healthy picture?• What were my forecast revenues for the same period last year?

Sales - CRM Sales Activity

• Is there any work load balancing issues on my team?• I want to rebalance my team workloads. Based on upcoming activity levels what are my

resource levels?• Are there accounts that are being heavily pursued?• How can I identify neglected but strategic accounts?

Related Topics

• Listing of subject areas

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View Subject Area DetailsWe discussed that subject areas contain columns of information extracted from your transactional data sources. Thenext step would be to discover what columns of information are available in a particular subject area that you might beinterested in using for your analytics. To do this let's go to BI and open up a subject area and see what's there.

Explore a Subject Area in BIHere's how you view a subject area in BI:

1. From the Home page of your application go to Navigator.2. Go to Tools Reports and Analytics. This brings you to the Reports and Analytics page where your sales team

see analytic detail specic to their role. Let's go BI where we can access all the details and tools related tosubject areas.

3. Click Browse Catalog. Now you are in BI.4. Go to New and then Analysis.5. Choose the subject area that you are interested in. Let's pick Sales - CRM Pipeline.6. Expanding the dimension folders in the subject area shows you the available columns for your analytics, as well

as the facts that you use to measure the values in your analytics.This shows a blown up view of the Opportunity dimension in the Sales - CRM Pipeline subject area, as well as a view ofsome of the available facts in a Facts folder.



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Subject Area Context And Analytic ResultsIf your analytic doesn't look right, or columns of information aren't showing up, it could be an issue with context. Thecontext denes what column details the analysis displays. Adding an employee column doesn't mean all employeesshow up in the analysis. It depends on the context you're using to create the analysis. If you build an analysis, and itdoesn't show what you're expecting, be sure that you're adding your columns and facts in context.

The subject area dimension folders contain the columns and the facts folders dene the relationship of the columns. Ifyou add the Employee column to your analysis, and then add the Fact, Number of Activities to the same analysis, thenonly the employees that have one or more activities show on this analysis in this context. There might be hundreds ofemployees that have some sort of relationship with A.C. Networks, but no associated activities, so they don't show up onyour activity analysis.

The following is an example that might help explain this further.

In this exercise you will build an activity analysis, and add an additional subject area, then explore some dierentscenarios.

1. Build an activity analysis as directed in "Create an Activity Analysis".2. With your activity analysis in edit mode, add the standard subject area Sales - CRM Quota Management.3. Both subject areas appear under Subject Areas. Expand Sales - CRM Sales Activity. Expand Customer. Expand

Sales Account Extension. Drag Level 1 Account Name onto the palee.4. Still in Sales Activity, expand Employee. Drag First Name and Last Name onto the palee.5. Expand Facts, then Activity Facts. Drag # of Activities onto the palee. This fact is key to this analysis because

the relationship of Employee to this subject area is dependent on the employee having one or more activitiesfor one or more accounts. If your employee has never entered activities for any given account, they don't tshow up on this report, even if they have another type of relationship with an account. Since the context of thissubject area has to do with sales activities, only employees with activities are included.

6. Now select the "Results" tab. You see four employees in the resulting analysis. Each of these employees hasone or more activities.

7. Now select the "Criteria" tab. Under Subject Areas expand Sales - CRM Quota Management. Expand Facts.Expand Pipeline Facts and drag Opportunity Revenue to the palee.

8. Go to the "Results" tab. Notice that now there are more employees. This result is because you have addedemployees that also have relationships to Quota Management. In this case, employees are added that havegenerated revenue.

9. Go back to "Criteria". Remove # of Activities. The results show only the three employees that have revenue.Helena has both revenue and activities so she shows up in both scenarios.



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Finally, note that if you remove both # of Activities and Opportunity Revenue and look at the results, you again haveonly the four employees that have a relationship with only the Sales Activity dimension.

Multiple Subject Areas in a Single AnalyticSubject areas can be tricky to master, but once you get familiar with them you can easily mix and match subject areacomponents for your analytics. The reason you would want to do this is just for exibility. You might want to look atyour business from dierent perspectives. Maybe you want to look at leads against pipeline against activity. Are yoursales people doing a good job following up on leads?

You can create analytics that combine aributes and metrics from custom and standard subject areas that share acommon dimension. Or, if that isn't enough, you can create analytics that combine data from a custom subject area likeopportunity, with any related subject area such as Sales CRM Pipeline. You can create combined analytics with an arrayof standard objects, including accounts, contacts, households, opportunities, partners, sales accounts, territories, andresources.



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To start with, let's learn how to add a subject area to your analytic editing palee. Whether you're creating a newanalysis, or using an existing analysis to add objects from your custom subject area, the steps for adding multiplecustom or standard subject areas to your palee are the same.

To add subject areas to editing palees:

1. Create your analysis using a single subject area.2. In the Subject Area section, click the Add/Remove icon.

This shows the Add or Remove subject areas icon.

3. Select or remove one or more standard or custom subject areas from this analysis by selecting or deselectingsubject area. If you have created custom subject areas, they also appear in this list under the name youassigned to them.

Cross Subject Area QueriesEach subject area contains a collection of aributes and measures relating to the one-dimensional STAR model andgrouped into individual folders. The term STAR refers to the semantic model where a single fact is joined to multipledimensions. You can create an analysis that combines data from more than one subject area. This type of analysis isreferred to as a cross-subject area query. Cross-subject area queries are classied into three broad categories:

• Combining queries from multiple subject areas.

◦ Using common (conformed) dimensions.

◦ Using local and common (conrmed) dimensions.

• Using a "set" operation (Union or Union All for example) to combine more than one result set from dierentsubject areas.

• Combining Logical SQL using the Advanced tab.



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A Common dimension is a dimension that exists in all subject areas that are being joined in an analysis. For example.the Customer dimension is the common dimension for the Sales - CRM Pipeline and Marketing - CRM Leads subjectareas.

A Local dimension is a dimension that exists only in one subject area. For example, Opportunity and Revenue are localdimensions for the "Sales - CRM Pipeline" subject area.

The following are some general guidelines to follow when working with multiple subject areas:

• If all the metrics and aributes needed for the analysis are available in a single subject area and fact metrics,use that subject area only and don't create a cross subject area query. Such an analysis performs beer and iseasier to maintain.

• When joining two subject areas in an analysis, make sure at least one aribute from a common dimension isused in the analysis.

• When using common dimensions always choose aributes from the common dimension from a single subjectarea. For instance if you're using the Customer dimension to build a query between subject area 1 and subjectarea 2, then select all customer dimension aributes from either subject area 1 or from subject area 2. (Notsome customer aributes from subject area 1 and some from subject area 2.) In some scenarios, the commondimension may have more aributes in one subject area than the other. In such a situation, you can only usethe subset of common aributes for a cross-subject area query.

• Always include a measure from each subject area that's being used in your analysis. You don't have to displaymeasures or use them, but you should include them. You can hide a measure if not needed in the analysis.

• When using common and local dimensions use SET VARIABLE ENABLE_DIMENSIONALITY=1; in the AdvancedSQL tab.

Queries from Multiple Subject AreasThe simplest and fastest way to generate an analysis is to use a single subject area. If the dimension aributes and factmetrics that you're interested in are all available from a single subject area, then you should use that subject area tobuild the analysis. Such an analysis results in beer performance and is much easier to maintain.

If your analysis requirements can't be met by any single subject area because you need metrics from more than onesubject area, you can build a cross-subject area query using common dimensions. There's a clear advantage to buildinga cross-subject area query using only common dimensions, which is recommended.

Keep in mind that if you use three subject areas for an analysis, your common dimensions must exist in all three subjectareas. Joining on common dimensions gives you the benet of including any metric from any of the subject areas in asingle analysis.

While you can create an analysis joining any subject area to which you have access, only a cross-subject area querythat uses common dimensions returns data that's at the same dimension grain. This happens so that the data is cleanlymerged and the result is an analysis that returns exactly the data you want to see.

Knowing how cross-subject area queries are executed in BI helps you understand the importance of using commondimensions when building such an analysis. When a cross-subject area analysis is generated, separate queries areexecuted for each subject area in the analysis and the results are merged to generate the nal analysis. The datathat's returned from the dierent subject areas is merged using the common dimensions. When you use commondimensions, the result set returned by each subject area query is at the same dimensional grain, so it can be cleanlymerged and rendered in the analysis.



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Common DimensionsHere are some examples of combining common dimensions. In this case, we combine the number of Opportunities,number of Opportunity Revenue Lines, number of Leads, and number of Interactions by Customer. The commondimension in all three subject areas used for this analysis is Customer and dierent fact metrics are pulled from eachsubject area.

The following subject areas are used for this example analysis:

• Subject area 1: "Marketing - CRM Leads"

• Subject area 2: "Sales - CRM Pipeline"

• Subject area 3: "Sales - CRM Sales Activity"

Customer is the common dimension used for this example analysis:

• "Marketing - CRM Leads"."Customer" -- Customer

• "Sales - CRM Pipeline"."Customer" -- Customer

• "Sales - CRM Sales Activity"."Customer" -- Customer

The following are the metric measures for this example analysis:

• Marketing - CRM Leads"."Lead Facts" -- "# of Leads"

• Sales - CRM Pipeline"."Pipeline Detail Facts" -- "# of Opportunity Revenue Lines"

• Sales - CRM Pipeline"."Pipeline Facts" -- "# of Opportunities"

• "Sales - CRM Sales Activity"."Interaction Facts" -- "# of Interactions"

Local and Common DimensionsThis example pulls Opportunity Line Revenue by Product and number of Interactions by Customer. Customer is acommon dimension in both subject areas used for this query. Product is a local dimension to the Sales - CRM Pipelinesubject area and Interaction is a local dimension to Sales - CRM Sales Activity. Dierent fact metrics are pulled fromeach subject area. Note that use of local dimension may impact the grain of the analysis. In such cases the metrics mayget repeated for each of these rows.

The following are the subject areas used for this example analysis:

• Subject area 1: "Sales - CRM Pipeline"

• Subject area 2: "Sales - CRM Sales Activity"

Sales is the common dimension for this example analysis:

• "Sales - CRM Sales Activity"."Customer" - Customer

The following are the local dimensions used for this example analysis:

• "Sales - CRM Pipeline"."Product" - Product

• "Sales - CRM Sales Activity"."Interaction" -- Interaction

The following are the metrics (measures) used for this analysis:

• "Sales - CRM Sales Activity"."Interaction Facts" -- # of Interactions

• "Sales - CRM Pipeline"."Pipeline Detail Facts" -- Opportunity Line Revenue



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The following is the logical SQL used for this analysis;

SET VARIABLE ENABLE_DIMENSIONALITY=1; SELECT 0 s_0, "Sales - CRM Pipeline"."Customer"."Customer Name" s_1, 0 s_0, "Sales - CRM Pipeline"."Customer"."Customer Name" s_1, "Sales - CRM Sales Activity"."Interaction"."Interaction Type Name" s_3, "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" s_4, "Sales - CRM Sales Activity"."Interaction Facts"."# of Interactions" s_5 FROM "Sales - RM Pipeline" ORDER BY 1, 6 DESC NULLS FIRST, 2 ASC NULLS LAST, 3 ASC NULLS LAST, 4 ASC NULLS LAST FETCH FIRST 65001 ROWS ONLY

Set Operations to Combine Result Sets from a Subject AreaThis example creates a compound analysis query that's a union of two result subsets from same subject area,combining results from:

• #Leads by Campaign from the Marketing - CRM Campaign Performance subject area (result 1)

• #Interactions by Interaction Type from the Marketing - CRM Interactions Real Time subject area (result 2)

SELECT saw_0, saw_1 FROM ((SELECT 'Campaign ~ ' || "Marketing Source"."Campaign Name" saw_0, "Response Facts"."# Responses" saw_1 FROM "Marketing - CRM Campaign Performance")UNION(SELECT 'Interaction ~ ' || "Interaction"."Interaction Type Code" saw_0, "Interactions Facts"."# of Interactions" saw_1 FROM "Marketing - CRM Interactions Real Time")) t1 ORDER BY saw

Logical SQL Using the Advanced TabIf your requirement can't be met by either of the two methods already discussed, then there's another advancedtechnique you can try. This technique lets you join multiple logical SQL statements based on common IDs or keys,which can be wrien against the same or dierent subject areas, just as used in normal SQL. Both Outer and Equijoinare supported. The following example demonstrates this technique.

Currently Oracle Transactional BI doesn't support Lead as a dimension for Revenue. However, this example illustrateshow you can combine pipeline and lead data in an analysis by combining the logical SQL found on the Advanced tab.

Step 1: Write a BI Answers query using the "Sales - CRM Opportunities and Products Real Time" subject area to showthe Revenue line amount and Opportunity. Once the correct results are achieved, go to the Advanced tab and grab thelogical SQL associated with this query.

Logical SQL for Query 1:

SELECT"Sales - CRM Opportunities and Products Real Time"."Contact"."Full Name" s_1, "Sales - CRM Opportunities and Products Real Time"."Opportunity"."Opportunity ID" OPTY_ID, "Sales - CRM Opportunities and Products Real Time"."Pipeline Detail Facts"."Opportunity LineRevenue" s_12 FROM "Sales - CRM Opportunities and Products Real Time"

Step 2: Write a second BI Answers query using the "Marketing - CRM Leads and Opportunities Real Time" subject areato show Leads associated with the Opportunity. Once the correct results are achieved, go to the Advanced tab and grabthe logical SQL associated with this query.

Logical SQL for Query 2:

SELECT"Marketing - CRM Leads and Opportunities Real Time"."Lead"."Lead Id" s_1,"Marketing - CRM Leads and Opportunities Real Time"."Lead"."Lead Name" s_2,"Marketing - CRM Leads and Opportunities Real Time"."Opportunity"."Opportunity ID" s_3,"Marketing - CRM Leads and Opportunities Real Time"."Opportunity"."Opportunity Name" s_4 FROM "Marketing - CRM Leads and Opportunities Real Time"



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Step 3: Go to the Advanced tab in BI Answers and copy/paste the following logical SQL which is an OBIEE - Equijoin ofthe two previous SQL statements based on Opportunity ID. Use any text editor to combine the logical SQL statementscopied from Steps 1 and 2.

SELECTLead_Opty.s_1, Lead_Opty.s_2, Lead_Opty.s_3, Lead_Opty.s_4, Opty_Prod.s_1, Opty_Prod.s_2 FROM(SELECT"Marketing - CRM Leads and Opportunities Real Time"."Lead"."Lead Id" s_1, "Marketing - CRM Leads and Opportunities Real Time"."Lead"."Lead Name" s_2, "Marketing - CRM Leads and Opportunities Real Time"."Opportunity"."Opportunity ID" s_3, "Marketing - CRM Leads and Opportunities Real Time"."Opportunity"."Opportunity Name" s_4FROM "Marketing - CRM Leads and Opportunities Real Time") Lead_Opty, (SELECT"Sales - CRM Opportunities and Products Real Time"."Contact"."Full Name" s_1,"Sales - CRM Opportunities and Products Real Time"."Opportunity"."Opportunity ID" OPTY_ID,"Sales - CRM Opportunities and Products Real Time"."Pipeline Detail Facts"."Opportunity LineRevenue" s_2 FROM "Sales - CRM Opportunities and Products Real Time" ) Opty_Prod WHERE Lead_Opty.s_3 = Opty_Prod.OPTY_ID

Note: If you create a new analysis using this SQL, any hierarchical columns, member selection, groups orformaing is stripped out.

Custom and Standard Subject Areas JoinsAnalyses can be build using combinations of standard, as well as both custom and standard subject areas. The addsubject area option appears once you have created an analysis from a single subject area. You can delete subject areasusing these same steps. When you create your analysis, you select a single subject area during the creation steps. Oncethe analysis is created, you add additional standard or custom subject areas.

For example, if a custom object is used to record past sales value, a join analysis can be created to show the pipelinetogether with the sales history using a join between the standard subject area CRM Customer Overview, and a customsubject area that includes past sales from the custom object. Only certain objects can be used when you're combiningyour own custom subject area with a standard subject area.

The following objects support joining custom with standard subject areas:

• Customer

◦ Organization (Account)

◦ Sales Account

◦ Household (Group)

• Resource

◦ Resource

◦ Partner Resource

◦ Employee

◦ Sales Resource

• Contact (Person)



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• Opportunity

• Partner

• Territory

Listing of Prebuilt Subject AreasThere are a variety of standard subject areas that you can use right out of the box to build your analytics. This listincludes subject areas for other applications as well. See the Related Topics for a link to the subject area listing.

Related Topics• List of Standard Subject Areas

Subject Area UpdatesWe add and update subject areas as we build new features for you. Here are the new CX Sales and B2B Service subjectareas for 20B

New Subject Area Description

Sales - CRM Resource System Usage

This subject area provides data for reporting on CRM resource activity (a resource is a personor user). Use this subject area to report on resource activity by channel, resource activity in timeperiods, and time periods with no resource activity.

Sales - CRM Object Activity

This subject area provides data for reporting on object activity, specically object creation andupdates. Use this subject area to report on object activity by channel, object activity performed by users,object activity by channel, and time periods with no object activity.

Service - CRM Service RequestLifecycle

SRs go through a life cycle, from the point they are created up until they are resolved, andnally closed. Service personnel are interested in keeping this life cycle short while aemptinga timely, quality x to issues. This subject area helps building analyses that helps keep a closewatch on the SRs, nding outliers and taking corrective steps pro-actively to avoid customerescalations and potential SLA violations. Useful measures such as actual time spent by anagent on an SR, customer wait times, SR duration with specic queues and assignees andnumber of queue transfers provide the much needed insight into potential issues before theyreach crisis proportions. The ability to analyze these measures in relation to key information ofan SR together with surrounding entities such as Agent, Account, Channel and Product makethe analyses even more powerful.

Service - CRM Survey Requests RealTime

Use this subject area to obtain insight into survey request activity in the context of a ServiceRequest. Build summary reports for a comparison of survey requests sent and SRs resolvedover a chosen periodicity such as monthly or quarterly. Analyze survey response percentagesagainst requests sent in relation to service categories, accounts, account regions, products,teams and other key business contexts. Examine request/ response performance for surveytemplates used, to determine if any template changes are necessary.

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New Subject Area Description

About Creating Your Own Subject AreasWith CX Sales applications, you get prebuilt analytics that answer typical business questions you might have. But ifyour questions aren't answered, then you can create your own analytics. Create your own analytics using either prebuiltsubject areas or custom subject areas. Custom subject areas are helpful if you nd that the prebuilt subject areas don'tcover what you need. Custom subject areas are especially useful as you work through the process of conguring yourapplications. For example, if you create custom objects and want to report on them, then you will need to create customsubject areas.

You create custom subject areas using a step-by-step train process in Application Composer. For more information, seethe Oracle Applications Cloud Conguring Applications Using Application Composer guide.

Related Topics

• About Custom Subject Areas

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Chapter 5Create and Edit Analytics

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5 Create and Edit Analytics

Data Structure for AnalyticsOracle Business Intelligence repository contains the metadata that denes which columns (or piece of data) areavailable for you to include in analyses, and where data for each column originates. The repository is organized intosubject areas, which contain folders with the columns.

Note: You can also use the Oracle BI repository as a data source for reports.

ColumnsThis table describes the three types of columns.

Column Type Description Example Icon for Column Type

Fact

Provides a measure ofsomething, meaning that thevalues are numbers.

Total

Yellow ruler

Aribute

Represents a piece ofinformation about a businessobject, with values that aredates, IDs, or text.

Start Date

Gray paper

Hierarchy

Holds data values that areorganized in a hierarchicalmanner.

Time, with sublevels:

• Year• Quarter• Month

Column: Hierarchy of bluesquares

Sublevel: Blue or white square

Subject AreasWhen you create an analysis, you rst select a subject area, which contains columns related to a specic business objector area. You then open folders within the subject area to nd the columns to include in your analysis.

FoldersEach subject area has one fact folder and a number of dimension folders. Folders can have subfolders.

• Fact folders:

◦ Contain fact columns.

◦ Are usually at the boom of the list of folders and are usually named after the subject area.



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• Dimension folders:

◦ Contain aribute and hierarchical columns.

◦ Are joined to the fact folder within a subject area.

For example, if your analysis has the Currency aribute from a dimension folder, you see currencies inthe results. If you also add the Total fact, then your analysis includes only records with both a currencyand a total amount. The more columns you add, the smaller the query set for your analysis.

◦ Can be common folders or common dimensions that appear in more than one subject area.

Note: If your analysis has columns from multiple subject areas, then you:• Include columns only from dimension folders that are common to all of those subject

areas. At least one such column is mandatory.• Must include one column from the fact folder in each of those subject areas.

Analysis and Report LimitsLimits on analysis and reports prevent long-running queries.

Examples include:

• Analytics row limits

• Query time limits

• Report Memory Guard limits

Note that when you are reporting on HTML content, for example, Message Body of an SR Message is a report column,you can observe that HTML tags are displayed in the report, in addition to the desired content. In order to display thecontent correctly without the tags, set the Column Properties > Data Format to Treat Text as HTML for the column.Select Save as the system-wide default for that particular column (not the default for this data type). Once you do this,any time a report is created that contains this column, it will automatically display HTML content correctly

This table describes the limits that constrain queries.

Application Context Limit Description Limit Seing

Answers

Analysis

Query Time Limit -Minutes

Time (in minutes)allowed for a queryto return from thedatabase.

10

Answers

Analysis

Rows Retrieved By SQLQuery

Maximum rowsretrieved by a logicalSQL query.

75,000

Answers

Analysis

Rows Exported - CSV/Tab/XML - All Data -Export On Demand

Maximum data rowsexported from theanalysis into CSV, TabDelimited and XML

65,000



49


formats. This limit isenforced when the userexports directly fromthe analysis.

Answers

Analysis

Rows Exported - CSV/Tab/XML - All Data -Export Through Agent

Maximum data rowsexported from theanalysis into CSV,Tab Delimited andXML formats. Thislimit is enforced whenyou export using ascheduled agent.

25,000

Answers

Table

Maximum Rows UsedTo Populate Table

Maximum rows thatcan returned from ananalysis query whenpopulating the table.Anything higher thanthis results in failure torender the table.

75,000

Answers

Table

Rows Exported - Excel/PDF - Per View - ExportOn Demand

Maximum rowsexported from a viewto formats like PDF,Excel and Powerpoint.This limit is enforcedwhen the user exportsdirectly from theanalysis.

25,000

Answers

Table

Rows Exported - Excel/PDF - Per View - ExportThrough Agent

Maximum rowsexported from a viewto formats like PDF,Excel and Powerpoint.This limit is enforcedwhen you export usinga scheduled agent.

25,000

Answers

Table

Cells

Maximum number ofdata cells in a tableview.

1,000,000

Answers

Table

Sections

Maximum number ofsections available forthe view.

25

Answers

Table

Default Rows Per PageIn View

Default rows displayedper page in the view.This can be increasedin the view properties.

25



50


Answers

Table

Maximum Rows PerPage In View

Maximum rows thatcan be displayed perpage in the view.

500

Answers

Table

Prompt Values

Maximum number ofvalues allowed in TablePrompt. Exceedingthis value results in'Exceeded conguredmaximum number'error.

1,000

Answers

Pivot Table

Maximum Rows UsedTo Populate PivotTable

Maximum numberof rows that can bereturned from ananalysis query whenpopulating the pivottable. Anything higherthan this results infailure to render thepivot table.

40,000

Answers

Pivot Table



25,000

Answers

Pivot Table



25,000

Answers

Pivot Table

Cells

Maximum populatedcells of data in the view.

1,000,000

Answers

Pivot Table

Sections

Maximum sectionsavailable for the view.

25

Answers

Pivot Table



25



51


Answers

Pivot Table



500

Answers

Pivot Table

Prompt Values

Maximum numberof values that can bereturned in a Pivotprompt. Exceedingthis value results in'Exceeded conguredmaximum number'error.

1,000

Answers

Pivot Table

Columns In Export

Maximum exportablecolumns.

300

Answers

Chart

Sections


25

Answers

Chart

Slider Values

Maximum amount ofvalues available on theslider.

150

Answers

Chart

Rows Displayed

Maximum amount ofdata points available onthe chart.

2,000

Answers

Chart

Prompt Values

Maximum number ofvalues listed in the viewprompt. Exceedingthis value results in'Exceeded conguredmaximum number'error.

1,000

Answers

Simple Trellis

Maximum Rows UsedTo Populate SimpleTrellis

Maximum rows thatcan returned from ananalysis query whenpopulating the simpletrellis. Anything higherthan this results infailure to render thesimple trellis.

40,000

Answers

Simple Trellis

Cells


1,000

Answers

Simple Trellis

Sections


10



52


Answers

Simple Trellis



10

Answers

Simple Trellis



100

Answers

Simple Trellis

Column In Export


75

Answers

Simple Trellis

Prompt Values


1,000

Answers

Simple Trellis



6,500

Answers

Simple Trellis



100

Answers

Advanced Trellis

Maximum Rows UsedTo Populate AdvancedTrellis

Maximum rows thatcan returned froman analysis querywhen populatingthe advanced trellis.Anything higher thanthis results in failure torender the advancedtrellis.

40,000

Answers

Advanced Trellis

Cells


5,000

Answers

Advanced Trellis

Sections


25



53


Answers

Advanced Trellis



10

Answers

Advanced Trellis



100

Answers

Advanced Trellis

Columns In Export


150

Answers

Advanced Trellis

Prompt Values


1,000

Answers

Advanced Trellis



10,000

Answers

Advanced Trellis



100

Answers

Treemap

Prompt Values


1,000

Answers

Treemap

Cells

Maximum populatedcells/tiles of data in theview.

5,000



54


Answers

Treemap

Sections


50

Answers

Narrative

Rows

Maximum recordsavailable in the view.

40,000

Answers

Ticker

Rows

Maximum recordsavailable in the view.

40,000

Answers

Dashboard


For tables, pivot tablesand trellis views, if theview is set to "Fixedheaders with scrollingcontent", rows visibleon the dashboard areexported, and no more.For example, if a tableis showing ve rowsbefore scrolling, verows are exported,even if the table hasmore rows. If the view is set to"Fixed headers withscrolling content", anexport of the numberof rows specied inthe view's "Rows PerPage" parameter isaempted. This seingdoesn't override otherrow or cell limits,so seing this to avery high row limitonly guarantees thestandard view's exportlimits are honoredwhen exporting from adashboard. The "RowsPer Page" seing canbe higher than theactual limit of rows thatcan be viewed per pagein Answers. Even if thehigher row limit doesn'tapply at runtime, itapplies at export. Forexample, if the tablelimit is 500 rows perpage, but you set it to25,000, an aempt ismade to export 25,000rows.



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Answers

Dashboard


The same rules applyas for Export onDemand, but theexports are subject tolimits enforced whenexporting data throughagents.

BI Publisher

Memory Guard

Maximum report datasize for online reports

Maximum data sizeallowed for onlinereport viewing. Whena report data sizeexceeds the value,the report receives an'XML Output generatedexceeds specied lesize limit' error.

300MB

BI Publisher

Memory Guard

Maximum reportdata size for oine(scheduled) reports

Maximum data sizeallowed for scheduledreports. When a reportdata size exceedsthe value, the reportreceives an XMLOutput generatedexceeds specied lesize limit error.

500MB

BI Publisher

Memory Guard

Free memory threshold

Minimum value forfree JVM space. Ifthe report data sizeexceeds the threshold,then the report ispaused to wait forfree memory tobecome available. Thereport waits for thetime specied in theproperty MaximumWait Time for FreeMemory to ComeBack Above ThresholdValue. If the freememory does notrise back above theminimum in the waitperiod specied,the report request isrejected.

500MB

BI Publisher

Memory Guard

Maximum report datasize under the freememory threshold

Maximum single reportdata size allowed whenfree JVM memory isunder the speciedthreshold value setin Free memorythreshold. For example,

Free memorythreshold/10



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assuming the defaultseing of 500MB, if thedata generated for asingle report exceedsone-tenth of the valueset for Free memorythreshold, or 50MB,then processing isterminated.

BI Publisher

Memory Guard

Maximum Wait Timefor Free Memory toCome Back Above theThreshold

Maximum time inseconds that a requestto run a report waits forfree JVM memory toexceed the thresholdvalue. If the freememory becomesavailable within thetime specied, therequest proceedsimmediately. If freememory is still belowthe threshold valueafter the time specied,the request is rejected.For online requests,the larger this propertyvalue, the longer thebrowser will wait for arequest to run.

30

BI Publisher

Memory Guard

Process timeoutfor online reportformaing

For online reports,the maximum timein seconds that aformaing processis allowed to run.If an online reportformaing processexceeds the limit, thereport errors.

600

BI Publisher

Data Model

Maximum datasize limit for datageneration

Maximum XML datasize that can begenerated from theexecution of a datamodel. This seingapplies to both onlineand scheduled reportrequests. When the sizeof the le generatedexceeds the value,execution of the datamodel is terminatedand an exception isgenerated.

500MB



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BI Publisher

Data Model

Maximum sample datasize limit

Maximum le size ofa sample data le thatcan be uploaded to thedata model editor.

1MB

BI Publisher

Data Model

DB fetch size

20

BI Publisher

Data Model

SQL Query Timeout (inseconds)

600

Overview of Analytics Creation and ModicationYou can edit and create your own analytics on your transactional data. The predened analyses and dashboards helpanswer many of your business questions. But you can also create your own to meet your requirements.

Note: You can't use Direct Database Query in your analysis. Direct Database Query isn't supported in SaaSOTBI. To create a direct database SQL report, you can create a BI Publisher SQL data model and then create areport.

This table lists a few examples.

Task Example

Create an analysis

Your team needs a simple list of all your accounts, sorted by account ID. You include theaccount name, ID, and address in a new analysis, and sort the ID column.

Create a view

A predened analysis has a bar graph. You save a new version of the analysis with a table viewadded to the graph.

Create a view selector

You later decide you want to toggle between viewing a table and a graph. You add a viewselector that includes the table and graph views.

Edit a dashboard prompt

A predened dashboard has a Start Date prompt. You make a copy of the dashboard andreplace Start Date with a date range prompt.

Create a dashboard

You create a dashboard that includes an analysis and a report, which you can view together.You also add a dashboard prompt to lter both the analysis and the report.

Tip: When you create or edit analyses, you can use a wizard in the Reports and Analytics work area and paneltab.



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Flexeld AributesAdministrators can modify the business intelligence (BI) repository to determine the columns available for you to use inanalyses.

• They enable exelds (which support aributes) for BI, and import them into the repository.

• After administrators import the exelds, you can select the exeld aributes to include in your analyses.

Related Topics• How Data Is Structured for Analytics• Overview of Flexeld Use in Analyses

Edit Prebuilt AnalyticsOut of the box you have plenty of analytics to start o with. But you will probably want to modify many of them andmake them your own.

1. Make a copy of the analytic you want to edit.2. Name the copy.3. Find the new analytic and click Edit.4. Select a dimension and the contents appear in the pane.5. From the tabs select Criteria.6. Drag and drop columns from the Subject Area pane to the editing palee.

Right-click the gear icon and get options for editing that column such as ltering and deleting that column from theanalysis.

CX Sales Repository and Session Variables for BusinessIntelligenceYou can use these repository and session variables in your analyses.

Variable Name Type Usage Oering

CURRENT_DAY

Session Variable

Returns the value of CurrentDate.

All

CURRENT_MONTH

Repository Variable

Returns the value of CurrentMonth in the YYYY/ MMformat

All

CURRENT_WEEK

Repository Variable

Returns the value of thecurrent week in YYYYWeeknnn format.

All

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=F7412AFA96122633E043B69BF40A6296

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=35C39EAD2691571EE05362C3F00AC2E1



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CURRENT_ QUARTER

Repository Variable

Returns the value of CurrentQuarter in YYYY Q n format.

All

CURRENT_YEAR

Repository Variable

Returns the value of CurrentYear in the YYYY format.

All

NEXT_MONTH

Repository Variable

Returns the value of NextMonth in the YYYY / MMformat.

All

NEXT_WEEK

Repository Variable

Returns the value of NextWeek in the YYYY Week nnformat.

All

NEXT_QUARTER

Repository Variable

Returns the value of NextCalendar Quarter in the YYYYQ nn format.

All

NEXT_YEAR

Repository Variable

Returns the value of Next Yearin the YYYY format.

All

PREVIOUS_MONTH

Repository Variable

Returns the value of PreviousMonth in the YYYY/ MMformat

All

PREVIOUS_WEEK

Repository Variable

Returns the value of PreviousWeek in the YYYY Week nnformat.

All

PREVIOUS_ QUARTER

Repository Variable

Returns the value of PreviousQuarter in the YYYY Q nnformat.

All

These variables are available for CX Sales only.


USER_ MAX_ TERR_HIER_LEVEL

Session Variable

Returns the maximum xedhierarchy level from TerritoryHierarchy for the logged-inuser. This variable can be usedto dynamically retrieve themaximum territory level thatthe logged-in user owns.

Customer Experience



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USER_ ORG_ HIER_LEVEL

Session Variable

Holds the hierarchy levelwithin the organizationselected by the user in areport.

Customer Experience

USER_PARTY_ID

Session Variable

Stores the PARTY_ID fromUserPVO.

Customer Experience

CURRENT_ ENTERPRISE_PERIOD

Repository Variable

Returns the value of theCurrent Fiscal Period.

Customer Experience

CURRENT_ ENTERPRISE_PERIOD_ END_DATE

Session Variable

Returns the End date ofCurrent Enterprise Period.

Customer Experience

CURRENT_ ENTERPRISE_QUARTER

Repository Variable

Returns the value of CurrentEnterprise Quarter in theYYYY Q n format.

Customer Experience

CURRENT_ ENTERPRISE_QUARTER_ END_DATE

Session Variable

Returns the End date ofCurrent Enterprise Quarter.

Customer Experience

CURRENT_ ENTERPRISE_YEAR

Repository Variable

Returns the value of CurrentEnterprise Week in the YYYYWeek format.

Customer Experience

NEXT_ ENTERPRISE_ PERIOD

Repository Variable

Returns the value of NextEnterprise Period.

Customer Experience

NEXT_ ENTERPRISE_QUARTER

Repository Variable

Returns the value of NextEnterprise Quarter in theYYYY Q n.

Customer Experience

NEXT_ ENTERPRISE_ YEAR

Repository Variable

Returns the value of NextEnterprise Year in the FYYYYYformat.

Customer Experience

PREVIOUS_ ENTERPRISE_PERIOD

Repository Variable

Returns the value of PreviousEnterprise Period.

Customer Experience

PREVIOUS_ ENTERPRISE_QUARTER

Repository Variable

Returns the value of PreviousEnterprise Quarter in theYYYY Q n format.

Customer Experience

PREVIOUS_ ENTERPRISE_YEAR

Repository Variable

Returns the value of PreviousEnterprise Year in the FYYYYYformat.

Customer Experience



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SVC_ SR_ ASSIGN_ INIT_DT

Session Variable

Returns a date when thePOD was upgraded to latestversion.

Customer Experience

Deep Linking

Register Business Intelligence to Support Deep LinkingDeep linking lets you to navigate from an analysis on the interface pages to specic aributes and objects in your workareas so that you can work with them directly. What does that mean? It means that if you are looking at an analysison leads, for example, you can click a record on the analytic and go edit the lead record on the edit object page. Tosupport deep links, use the Setup and Maintenance work area to register the Business Intelligence Server as a third-party application.

Register Business Intelligence Server as a Third-Party ApplicationTo register the BI Server:

1. Use the Manage Third Party Applications page.2. Click Create.3. Enter AnalyticsApp as the application name.4. Enter the full URL for the BI Server (for example: http://host:port/analytics/saw.dll).5. Enter Analytics Server as the Partner Name.6. Click Save and Close.

Related Topics• Manage Integration of Additional Applications

Create Deep LinksCreate deep links in your analytics that let you navigate from an analytic to specic aributes and objects in yourtransactional pages to work with them directly.

1. In the Reports and Analytics work area, click Browse Catalog.2. Create or edit an analysis. Use a subject area that includes the aribute you want to link to in the transactional

pages, and ensure that you include the object ID.3. On the Criteria tab, click the Options icon for the aribute column on which you need a deep link and select

Column Properties.4. Open the Interaction tab in the Column Properties dialog box.5. In the Primary Interaction list in the Value section, select Action Links to display the Action Links table.6. Select the Do not display in a pop-up if only one action link is available at runtime option.




62

7. Click Add Action Link.8. In the New Action Link dialog box, enter the link text for the navigation.9. Click the Create New Action icon and select Navigate to a Web Page.

10. In the Create New Action dialog box, enter the URL to navigate to, which references parameters you denein the prompt. For shared analyses://<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<objectID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26path=</shared/Custom/<folder>/@{6}

For personal analyses stored in My Folders: //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<objectID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26pather=/users/@{5}/@{6}

11. Click Dene Parameters to add corresponding parameters for the URL.12. In the Dene Parameters section, click Add Parameter to add the following mandatory parameters:

Name Prompt Type of Value Value Fixed Hidden Notes

1

Object Type

Value

<Object Type>

Selected

Selected

Used forshared andpersonalanalyses.

2

<PromptName>

Column Value

Column Namein "<table.name>"."<column.name>"format

Selected

Selected


3

Action

Value

edit

Selected

Selected


4

returnApp

Value

AnalyticsApp

Selected

Selected


5

Logged in User

SessionVariable

USER

Selected

Selected

Sessionvariableparameterused forpersonalanalysispermissions.

6

Report Name

Value

Analysis Name

Selected

Selected

Used forshared andpersonalanalyses. Thename of theanalysis toreturn to afterworking in the



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Name Prompt Type of Value Value Fixed Hidden Notes

transactionalpage.

13. Click Options to set how the page opens.14. In the Action Options dialog box, select Open in New Window to open the page in a new window.15. Save your work.16. If you have provided the Return Application name, a Return icon is available in the transactional page to return

to the analysis.

Report on System User ActivityInterested in user activity on your application? With a few setup steps you can get critical information on how users areworking in your application. We call it user adoption. User adoption gives you analytic data to evaluate user activity interms of logging in and out of the application, as well as what they are doing when they are logged in.

Here are some of the business benets of user adoption analytics:

• See the relationship between being signed into the application an interaction with objects.

• Leverage usage paerns and behaviors from successful users as best practice guidelines for other users.

• Gain insight on usage and trends for potential future investment opportunities.

• Identify improvements that can increase adoption and usage.

These are the main steps for seing it up:

• Enable system tracking in Setup and Maintenance

• Get the role of FBI_USER_SYSTEM_USAGE_TRANSACTION_ANALYSIS_DUTY

New Subject Areas for User AdoptionThere are three new subject areas to use when you build tracking analytics. You can build analytics with any or all ofthese subject areas, depending on what data you want to see. For example, you can compare user log in against userinteraction with objects, or you can track user adoption and object activity across teams within the organization.

• User System Usage: This subject area provides the key user adoption metric at the application user level.

• Sales - CRM Resource: This subject area provides the mapping between the user and the specic resourceobject.

• Sales - CRM Object Activity: This subject area supports reporting on object activity metrics such as number ofrecords created and number of records updated.

About Resource and Usage Subject AreasResource and Usage subject areas make it possible for you to analyze many dierent aspects of user adoption such as:

• Adoption and usage from dierent channels over a period of time.

• User Log in by channels, such as web, mobile, mail.



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Here are some of the details on usage tracking values:

• The primary metric used in user adoption subject areas is # of Active Days. This metric provides informationabout an activity such as how long a signed in user has stayed on the device.

• The # of Active Days value is not a sign-in count.

• The day value is based on the server time zone.

• Sessions can be tracked for usage channels for web and mobile.

• Tracking dierentiates between user activities made directly by the user, or through a proxy user.

• Two additional Metrics are used in these subject areas, they are # of Active Users/Resource and # of Users/Resource.

About the Object Activity Subject AreaThe primary metrics used for object activity subject area is Insert Action Count and Update Action Count. Thesemetrics provide information on the number of records added, and the number of records updated.

Here is the information you can analyze using the object activity subject area:

• Track the type of object that was updated.

• Name of the employee who did the update.

• Manager of the employee that did the update.

• Number of records that were added.

• Number of records that were updated.

• Date the record update was made.

• Month the update report is produced.

Remember These Usage Reporting MustsSeing up the time parameters for user adoption reporting can be tricky. For best results follow these guidelines:

• To be sure the analytics you created in R12 work after you upgrade to 18A+, you should apply the # of ActiveDays > 0 lter.

• Add a lter for a specic year. The User System Usage subject area shows usage for all Time Periods andUsers/Resources. This reporting method tracks when the user is actively using the application and the monthswhere there were no activities/system usage. For this reason you should dene specic time lters. Withouttime lters, the report shows results for the complete 100 years Time dimension.

• Avoid reporting by date. Instead use Month or Quarter.

• Filter by group of users, instead of individual users.

• Apply a lter on the # of Active Days fact > than 0 to ensure the analytic shows positive reporting values.

Enable User Adoption TrackingUser adoption should be set up on your application before you do anything else.

1. Go to Setup and Maintenance.2. Search for Manage Administrator Prole Values.3. Search for prole option code FND_TRACK_USER_ACTIVITY and ensure that it is enabled.



65

This gure shows the prole value as "ENABLED" for FND_TRACK_USER_ACTIVITY prole.

ENABLED

Get the User System Usage Duty RoleThe User System Usage subject area holds all the activity information for users of the application. This subject area issecured and can be accessed by users who have the role FBI_USER_SYSTEM_USAGE_TRANSACTION_ANALYSIS_DUTYor by users who have the BI Administrator role.

1. Sign in as a Security Manager. For example, IT_SECURITY_MANAGER.2. Click Tools > Security Console.3. Select the Roles tab, if the tab is not already selected by default.4. Click Create Role.5. Fill in the required information.6. Click Next until you come to the Role Hierarchy page.7. Click the role name and then click Add Role Membership.8. Search for the BI Duty Role by name or code: FBI_USER_SYSTEM_USAGE_TRANSACTION_ANALYSIS_DUTY .



66

This is the Add Role Membership page with the new duty role content.

FBI_USER_SYSTEM_USAGE_TRANSACTION_ANALYSIS_DUTY

User System Usage Transaction Analysis Duty

9. From the search result select BI Administrator Role and click Add Role Membership.10. Click Next until you get to the Users page.11. Click Add User and search for the users to assign this role. Click Add user to Role.12. Click Next.13. Click Next to go to the Summary and Impact Report. Click Save and Close.

Add Additional Users for System UsageOnce the new role is created, you can add more users to a role if need be.

1. Sign in as a Security Manager. For example, IT_SECURITY_MANAGER.2. Click Tools > Security Console3. Select the Users tab.4. Search for the user to be assigned the role.5. Select the user and choose Edit.6. Click Add Role.7. Search for role you want to assign, in this case the BI System Usage SA Custom Role.8. Select the Role and click Add Role Membership.



67

This shows the search roles, and the Add Role Membership.

BI System Usage SA Custom

BI_SYSTEM_USAGE_SA_CUSTOM

Add Role Membership

9. Click Done.10. Click Save and Close.

Create and Edit Analyses Using a WizardUse the wizards to quickly create and edit your analytics. You can use a wizard to create and edit most of your analytics,for example to select columns, add lters or views. You can also use advanced business intelligence features to create oredit dashboards or manage analyses and other objects in the catalog.

Create an Analysis1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available), click Create and

select Analysis.3. Select the subject area with columns you want to include.4. Optionally, click Add/Remove Subject Areas and, in the Add/Remove Subject Areas dialog box, select more

subject areas or remove any that you no longer need, then click OK.5. Select the columns to include, set options for each column, and click Next.6. Optionally, enter a title for the analysis.7. Select the type of table or graph to include, specify the layout of the views, and click Next.

Note: At any point after this step, you can click Finish to go to the last step, to save youranalysis.



68

8. Optionally, set more options for the table or graph, and click Next.9. Optionally, add sorts or lters based on any of the columns you included, and click Next.

10. If you have a table, optionally dene conditional formaing for select columns, for example to display amountsover a certain threshold in red. Click Next.

11. Enter the name of your analysis and select a folder in the Custom folder or My Folder to save it in.12. Click Submit.

Edit an Analysis1. Click Tools > Reports and Analytics in the Navigator.2. Select your analysis and edit it. In the Reports and Analytics work area, click More for the analysis and select

Edit. In the Reports and Analytics panel tab, click the analysis, then click Edit.3. Perform steps 4 through 10 from the preceding Create an Analysis task, as needed.4. To update an existing analysis in the Custom folder, select the same name in the same folder. To save this

analysis as a new copy, either name it with a new name or save it in a new folder in the Custom folder.5. Click Submit.

Related Topics• Where to Save Analytics and Reports• How Data Is Structured for Analytics

Manage Analytics with Advanced FeaturesWizards are an easy way to create or edit analyses. But you might have to use advanced features for complicatedanalyses or specic requirements. For example, you can create view selectors so that users can toggle between viewswithin an analysis, or dene criteria for lters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the businessintelligence catalog.

How to Create and Edit Analytics1. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available), click the Browse

Catalog buon.2. Click the New buon, select Analysis in Analysis and Interactive Reporting, and select a subject area.

Or, select your analysis in the catalog and click Edit.3. This table lists the ways you can use the tabs.

Tab Task

Criteria

Select and dene the columns to include. Add lters.

Results

Add views and set options for results.




69

Tab Task

Prompts

Dene prompts to lter all views in the analysis.

Advanced

View or update the XML code and logical SQL statement that the analysis generates. Set options related to query performance.

4. Save your analysis.

More Actions on Analytics1. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available), select your analysis

and click Action and select More..2. Click More for your analysis and select the action you want, for example Delete or Copy.

Related Topics• How Data Is Structured for Analytics• Where to Save Analytics and Reports

Create an Activity Analysis for Your Sales TeamWatch video

An activity analysis can help you make sure your resources are being used to your greatest advantage.

Analytics to Answer Business QuestionsTo build custom analytics you start by dening your objectives. What problem do you want to solve? What opportunitiesmight you be missing? What insights have potential to drive your sales forward? Here are a few examples:

• Is there any workload balancing issues in my team?

• Which team members are available to focus on a new product?

• What are my urgent overdue tasks, and what's my workload for this week?

• How is my team performing?

• Which accounts are my sales representative focusing on and does this align with business priorities?

• Which accounts can I focus on more to meet our business objectives?

Create Your Own Activity AnalysisYou Sales Manager wants to see how much their team is interacting with potential opportunities. How many times hasa potential customer been contacted? And how have they been contacted? Let's try creating an activity analysis to helpour Sales Manager gure things out.

1. In BI, Click New analysis.






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2. Select CRM - CRM Activity Real Time.

◦ From the dimension Customer, add Account Name.

◦ From the dimension Employee, add Last Name.

◦ From the Facts folder, add # of Activities.

3. You can lter Customer to see a specic account, select the properties on Account Name.4. You select the lter to show only A.C. Networks, for example, and click OK.5. Click Results. The Results tab shows your analysis at this point. Move back and forth from Criteria to Results at

any time to see your analysis.6. Name and save your analysis.

Now you can check out everything that has been going on with with A.C. Networks. Is it time to reach out to them againand tell them about some new stu you're oering?

Create an Opportunity AnalysisYou can keep an eye on your revenue pipeline using Opportunity analytics. Opportunities can be looked at overdierent time periods, or the current time period. You can examine each stage of an opportunity and the associatedrevenue for that stage.

How to Create an Opportunity Analysis

The simple analysis you build in this example shows Total Revenue, Open Pipeline, and Won Revenue for salesrepresentatives for the current quarter. Keep in mind you can add any columns you want from the CRM Pipeline subjectarea. You can even add columns from other subject areas. But for this exercise, let's keep it simple.



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This is an opportunity analysis. Let's create one now.

To Create an Opportunity analysis:

1. Navigate to BI.2. Select the New drop-down list.3. Select Analysis.4. Go to the editing palee and on the Subject Area panel expand the Sales - CRM Pipeline subject area.

This subject area Sales - CRM Pipeline includes the following columns and facts to use for this example.

Columns and Facts Denition

Sales Stage

Contains data on the stage the opportunity on in the pipeline.

Amount

Contains the amount of the opportunity revenue at a stage in the pipeline.

Open Pipeline

Contains the amount of the revenue not closed in the pipeline.

Won Revenue

Contains the amount of revenue closed in this quarter.

Total Revenue

Contains the amount of all opportunity revenue in the pipeline for this quarter.

Enterprise Quarter Contains real time opportunity custom data



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Columns and Facts Denition

Pipeline Facts: Number ofOpportunities

Contains real time revenue data

5. In the Subject Areas Panel, in the Sales - CRM Opportunities subject area, expand Historical Sales Stage. Addthe columns: Sales Stage, Sales Stage Name, and Sales Stage Row ID.

6. Expand Pipeline Detail Facts: Add Amount, Open Pipeline, , Won Revenue, % of Total Amount.7. Expand Pipeline Facts:# of Opportunities.8. Expand Employee. Add Employee Row ID.9. Expand Time. Add Enterprise Quarter.

10. Expand Employee. Add Employee Login. On the editing palee, on Employee Login, hover over the gear imageand from the drop-down list menu and select Filter. Under Add More Options select Session Variable. In theSession Variable add: USER_PARTY_ID. Select OK. From the drop-down list again, select Delete. You only addedthe column to add the variable. Adding this variable tells the application to show data for the signed in userspecic to her opportunities only.

11. That's it. Now let's see what it looks like. Select the Results tab and there it is. Don't forget to name and saveyour analytics.

Create and Filter an Historical Trending AnalysisLooking at a broad view of your pipeline helps you get a sense of what things might look like in the future. How doesthe revenue in your pipeline look this quarter, compared to previous quarters? Maybe there are potential problemsdown the road you need get a jump on now. Let's build a historical trending analysis and see how things are shaping up.

How to Create an Historical Trending AnalysisHistorical Trending analytics use the subject area Sales - CRM Opportunity Sales Stage Snapshot. This subject area isspecically designed for reporting on opportunities and revenues against their daily, weekly or monthly (depending onthe enterprise calendar period setup), quarterly and yearly trends or to compare opportunity and revenue data againstspecic points in time.

To Create an Historical Trending Analysis:

1. Navigate to BI.2. Choose New.3. Select Analysis.4. Select the Sales - CRM Historical Pipeline subject area. You may need to scroll down.5. In the regional area, expand Opportunity.6. Double-click Opportunity Name to add it to the Selected Columns section. You may need to scroll down to

locate Opportunity Name.7. Add Owner First Name.



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8. Add Owner Last Name.9. Expand Customer and add Customer Name.

10. Collapse Customer and expand Industry.11. Add Industry Name and collapse Industry.12. Expand Product and add Product Name.13. Collapse Product and expand Revenue.14. Add Revenue ID and collapse Revenue.15. Expand Pipeline Snapshot Date.

Notice that you can choose a pipeline date, period (week or month), quarter, or year.16. Add Pipeline Snapshot Date and collapse Pipeline Snapshot Date.17. Expand Historical Pipeline Detail Facts.

Notice that you can add facts on revenue lines, open or closed opportunities, or both.18. Add Opportunity Line Revenue.19. Verify your columns.

After you create a historical trending report, you should create lters for your report. The next section showsyou how.

Filtering Historical AnalyticsYou can lter your analytics to show open or closed opportunites, and more.

1. Click Create a lter for the current Subject Area, in the local area, under Filters.2. In the drop-down list, click More Columns.3. In the dialog box, expand Opportunity.4. Select Opportunity Status Category.5. Click OK.6. Verify that Operator = is equal to / is in.7. Select Value = OPEN.8. Click OK to close the New Filter dialog box.

After creating your lters for your historical trending report, name and save your analysis.

Create a Cross-Subject Area AnalysisTo create a cross-subject area analysis, include a measure from each subject area to support the join if it uses a localdimension. You can hide the measure in the results if you don't want it to appear in your analysis.

How to Create a Cross-Subject Area Analysis1. In the Reports and Analytic work area, click Browse Catalog.2. Click New and select Analysis3. Select a subject area.4. In the Criteria tab, expand the dimensions and add a column to the analysis.5. In the Subject Areas region, click Add/Remove Subject Areas.6. In the Subject Area region of the Criteria tab, expand the dimensions and add a column to the analysis.



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7. If the column is a local dimension, add a measure from the subject area. In any join query, you must add atleast one measure from all subject areas involved, otherwise unexpected results or errors might occur. If it'spreferable to hide the measure in your analysis, select its Column Properties, and in the Column Format tab ofthe Column Properties dialog box, select the Hide check box and click OK.

8. If you're using a local dimension, in the Advanced tab, navigate to the Advanced SQL Clauses section, selectShow Total value for all measures on unrelated dimensions, then click Apply SQL.

9. Click the Results tab to see the analysis results.10. Click the Criteria tab again to return to the analysis denition.

Related Topics• Overview of Cross-Subject Area Joins

Create and Edit DashboardsYou can create and edit dashboards and dene their content and layout to organize your analytics and other objects tocreate meaningful and navigable palees of information. In addition to objects in the business intelligence (BI) catalog,such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Create a Dashboard1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab (if available).2. Click Browse Catalog.3. Click New and select Dashboard under Analysis and Interactive Reporting.4. Enter the dashboard's name and description, and select a folder to save in.5. With the Add content now option selected, click OK.6. Optionally, add more pages, or tabs, within the dashboard.7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to a page.8. Click Save.

Note: The rst dashboard page is saved with the page 1 name by default. To rename this page:1. Click the Catalog link.2. In the Folders pane, select your dashboard.3. For page 1, click More and select Rename.4. Enter the new name and click OK.

Edit a Dashboard1. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available) select your

dashboard in the pane and click More.2. Select your dashboard in the pane and click More.3. Click Edit.4. Perform steps 6 and 7 from the preceding Creating Dashboards task, and make other changes as needed, for

example:

◦ Remove content from the dashboard.

◦ Drag and drop within a page to move content around.

◦ Change the layout of a page.

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Related Topics

• Where to Save Analytics and Reports

Best Practices for Working with AnalyticsFor best results when creating and editing analytics, Oracle recommends you refer to the "BI Reports and Dashboard- Best Practices" document located on the Oracle Support site at: hps://support.oracle.com/epmos/faces/DocumentDisplay?id=2331484.1. You can also click the link in Related Topics to download the PDF document directly.

Related Topics

• BI Reports and Dashboards - Best Practices Document

FAQs for Analytics and Dashboards

What are subject areas, dimensions, aributes, facts, and metrics?Information for your analytics is grouped into related functional areas called subject areas that contain fact anddimension folders with metrics and columns you can add to your analyses.

Dimension folders include the grouping of dimensional aributes for the subject area. Columns (such as date of birthor name) that are grouped for a dimension are known as aributes. Fact folders contain formulas for geing calculatednumeric values, such as counts, sums, and percentages.

What's the relationship between dimensions and fact in a subjectarea?A subject area is based around a single fact. The dimensions are all related to each other through the fact only. The factis automatically included in any query that is created, even if none of the measures in the fact appear in the analysis.

What's a common dimension?A common dimension is shared across multiple subject areas. For example, Time, Department, and Location arecommon dimensions. When constructing a cross-subject area analysis, only common dimensions can be used.

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How can I determine which dimensions are shared across twosubject areas?If the dimensions exist in both subject areas, they are common dimensions, and are often among the rst folders in asubject area. You can join any subject areas you have access to in Answers, but analyses are subject to the normalizeddata structure. Unless the underlying tables are joined by design, joining subject areas in Answers results in errors.

What's a dashboard?A dashboard is a container page to display analyses, reports, and other objects. Administrators can create shareddashboards for groups of users with common responsibilities or job functions. Personalized views can be created basedon a user's permissions.


Chapter 6Analytics on Interfaces

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6 Analytics on Interfaces

Analytic InterfacesWatch video

These are all the areas on the CX sales interface where your users can view analytics. Some of these pages comeprebuilt and can be personalized by your users, and some you need to set up.

Type Description Visibility

Sales Pages

Includes ve blank pages thatadministrators congure and add prebuiltor custom analytics for any area.

Not visible until administrators enable theSales Pages in Set System Options.

Sales Infolet Page

Comes prebuilt with role-based analyticsand infolets. One page for each role.

Not visible until administrators enable theSales Infolets in Set System Options.

Object Pages Analytics can be added to the following

object page work areas:

For Sales:

• Leads• Opportunities• Forecasts• Accounts• Households• Contacts• Activities

For Service:• Service Requests• Work Orders• Queues

Analytics can be added to the objectlanding page or object edit page, suchas the Opportunities page, or the EditOpportunities page.

Analytics Page

This page is where users can add analysesthemselves by searching for the analysisand making it a favorite.

Administrators make custom analyticsavailable for users on the Analyticspage by adding session variables on theanalysis. These variables can show dataspecic to the user signed in and viewingher Analytics page.





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Sandboxes

Overview of SandboxesYou use sandboxes to make application changes and test them without impacting other users in the environment.Wherever possible, make changes to the application in a sandbox rather than making direct changes in the mainlineenvironment. Sandboxes set apart untested conguration changes from the mainline environment. So you can test yourchanges in the sandbox and then publish it. After publishing, your changes become available in the mainline metadataor other sandboxes after they're refreshed. So everyone can then see your changes in the environment. Mainlinemetadata is the primary branch of metadata a sandbox is published to.

Why You Need SandboxesToday's business landscape is quite dynamic. Companies are expected to respond quickly to address both customerand market needs. So multiple teams need to make application changes at the same time while sharing the same datamodel and conguration starting point. But you may get conicts between teams working that way. To avoid suchconicts, sandboxes come in handy.

Unied SandboxesYou can either use Unied Sandboxes, which is the default feature you get, or opt out of it using the Oerings work areato get classic sandboxes.

With unied sandboxes, you can refresh your sandboxes to bring in the latest changes from the mainline metadatato your sandboxes, and do many other new and versatile sandbox activities. You get a consistent sandbox experienceacross all conguration tools and a more robust user interface with this feature.

With unied sandboxes, you can do these additional sandbox activities:

• Select the conguration tools to enable for your sandboxes while creating them.

• Enable all conguration tools in the same way using the Sandboxes UI. So you get a consistent sandboxexperience across tools.

• Restrict access to various sandbox activities for users. For example, you can specify these access rights for yoursandboxes:

◦ Full access

◦ Edit and preview access

◦ View only access

• View just your application changes without having other context layers hide your content.

• Test your changes in a preview mode that shows you exactly how your application changes would appear in apublished sandbox.

• Refresh and merge sandboxes with latest changes in mainline metadata from other published sandboxes. Aftermerging all changes, you can publish your sandbox.

• After opting in to the Unied Sandboxes feature, if you register your target environment in your sourceenvironment, you can do these additional migration tasks using the Migration UI:

◦ Migrate your changes from the test environment to the target environment without manuallydownloading and uploading the conguration set le.



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◦ Move only new changes from the source environment to the target environment.

Sandbox UsageYou typically use sandboxes for either of these purposes:

• Test-Only: You can make application changes using test-only sandboxes, which you don't want to publish tothe mainline code.

• Publish: Once satised with the application changes made in the test-only sandbox, you can replicate thesechanges in a sandbox that you want to publish. And then publish your changes to the mainline code. Thissandbox type is also known as the integration sandbox, because teams working in parallel use this sandbox asthe nal staging point before publication to the mainline code.

Note: Before each patch or upgrade, publish or delete your sandboxes. If you haven't yet completed yourwork, restart with a new sandbox.

Related Topics

• Create and Activate Classic Sandboxes

• Migrate Congurations Using Unied Migration

Enable or Disable Unied SandboxesYou get to use unied sandboxes by default. But if you want to use classic sandboxes instead of the default ones, optout of the Unied Sandboxes feature. You can opt back in, whenever you want. But before you opt out of this featureor opt back in to it, make sure you totally understand what impact that would have. You must publish or delete anysandboxes that are open right now. Once you opt out, you can no longer see the published unied sandboxes. Similarly,once you opt back in, you can no longer see the published classic sandboxes.

Here are a few things to know if you're using unied sandboxes:

• When you use Application Composer in a publishable unied sandbox, an object can only be edited in any onesandbox in the environment at a time.

• For value sets, key exelds, and extensible exelds, you must deploy changes directly to the mainlineenvironment, not to a unied sandbox. But, for descriptive exelds, you must deploy your changes to a uniedsandbox and test the changes before publishing your sandbox.

• A unied sandbox is set to only one layer. So while working in a sandbox at a specic layer, you may not seesome changes that were made at other layers in previously published sandboxes. But before you publishyour sandbox, you can see your changes along with previously published changes done at any other layers inpreview mode. So it's a good practice to test and validate your changes in preview mode and then publish yoursandbox.

Opt Out or Opt Back InIn the Oerings work area, disable or enable the Unied Sandboxes feature:

• Oering: Any with the Application Extensions functional area

• Functional Area: Application Extensions

• Feature: Unied Sandboxes

• Opt In Task: Click Continue if you're sure about enabling or disabling this feature.

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Related Topics

• Congure Oerings

Create and Activate Unied SandboxesTo make changes to the application, you must rst store the changes in an active sandbox. You can either create asandbox or select an existing one, and make it active. You must activate the conguration tools you want to use in yoursandbox. If you plan to use Page Composer in your sandbox and edit pages at a layer other than Site, you need to createa sandbox just for that layer, and activate only Page Composer in it.

Note: You can create up to 20 sandboxes. But, you can increase this limit using the Maximum Number ofSandboxes prole option. In the Setup and Maintenance work area, use the Manage Applications CoreAdministrator Prole Values task in the Application Extensions functional area.

Create and Activate SandboxesFollow these steps to create and activate sandboxes for most conguration tools. For exelds, use the ManageDescriptive Flexelds task or the Manage Extensible Flexelds task instead.

1. Click Navigator > Conguration > Sandboxes.2. On the Sandboxes page, click Create Sandbox.3. Enter a name and description for your sandbox.4. In the Publishable eld, select Yes or No. If you set this option as No, you can just use your sandbox for testing

purposes, but can never publish it.5. In the All Tools section, select the tools you want to activate for this sandbox. The context layers for all selected

tools are set as Site by default. So the changes you make using these tools aect all users.6. If you select Page Composer, you can click the Edit Sandbox Context icon and change the context layer

from Site to another layer, for example External. You can nd the Edit Sandbox Context icon in the SupportContext column.

Note: If you want to use other tools along with Page Composer in your sandbox, don't changethe context layer for Page Composer, even though you can. That's because all tools except PageComposer support only a single context layer, Site. So if you change the context layer for PageComposer from Site to any other layer, all other tools that you might have selected earlier will bedeselected.

7. Click Create to just create the sandbox, or Create and Enter to enter or activate the sandbox after creating it.

Here are a few things to know about activating tools in your sandbox.

• If you try to use a conguration tool in a sandbox without activating the tool in it, you get a message promptingyou to activate the tool. You can add more tools to your sandbox later also.

• To create and manage saved searches and make UI adjustments (for example, change a table's column width)just for yourself, you must leave your sandbox before making these changes. But if you want to make thesechanges for others too, then make the changes with Page Composer open, in which case you also must be in asandbox.

Activate Existing SandboxesFollow these steps to activate a sandbox.

1. Click Navigator > Conguration > Sandboxes.




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2. From the list of sandboxes, if available, nd the one you want to activate, and click the Enter Sandbox iconfor that sandbox. Your sandbox is activated, and you can see its name on the sandbox bar before the globalheader. You can use the options available on the sandbox bar to quickly do some activities, such as viewsandbox details, publish the sandbox, or leave the sandbox.

Related Topics

• Set Prole Option Values

• Why doesn't the page I am editing with Page Composer work with the sandbox context

• Considerations for Managing Flexelds

Publish Unied SandboxesAfter you're done making changes to the application, publish the sandbox to make your changes available to allusers. You must have the Administer Sandbox (FND_ADMINISTER_SANDBOX_PRIV) privilege to publish sandboxes.Remember, you can't make further changes in the sandbox once you publish it.

Before you start, do these tasks:

• Test or validate your changes in the sandbox in preview mode before actually publishing it. If you madechanges using Page Composer, don't forget to close it before testing. To preview your changes, on the sandboxbar before the global header, click Sandbox Mode, and select Preview as if Published (Context: All).

Note: You can see the sandbox bar only when you're in an active sandbox.

• Resolve all conicts agged in the merge log of your sandbox.

To publish a sandbox:

1. Click Navigator > Conguration > Sandboxes.2. On the Sandboxes page, click the name of the sandbox you want to publish.3. Click Publish.

Note: The Publish buon might be disabled for your sandbox because of variousreasons. For example, you haven't yet made any changes in your sandbox, orthe Control Publish Sandbox Action in Production Environment prole option(FND_ALLOW_PUBLISH_SANDBOX) is set to No.

4. Click Continue to Publish. The sandbox is published to the mainline metadata.5. Click Done.

Related Topics

• How to Resolve Conicts in Unied Sandboxes

• Why is the Publish buon on my Sandbox Detail page disabled

Analytics on Sales Pages

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Analytic PrerequisitesYou need to complete some infolet display setup steps to ensure that your data shows correctly on the infolet pages.The procedures to perform these setup tasks are detailed in "Geing Started with Your Sales Implementation". TheRelated Links in this topic will take you to the pertinent sections with detailed instructions.

Set up Infolet DisplayThe following are the tasks that must be done to enable infolet display:

• Create your company information.

• Create your resource hierarchy.

• Create your accounting calendar and schedule BI processes.

• Create your sales catalog and schedule BI processes.

Related Topics• Review Your Company Information• Resource Hierarchy Setup• Accounting Calendar Setup Overview• Create Sales Catalog

Set Up the Sales PagesAdministrators enable the sales pages on the Set System Options page. You can enable as many pages as you want, upto a total of ve. Once you have enabled the pages, you add analytics by navigating to the sales page from the whitepage navigation dots on the home page. You can also use the Sales pages to add role based Service analytics.

Enable the Sales Pages

1. From Navigator select Structure.2. Select Set System Options.3. On the Set System Options page, select the box next to the pages you want visible.4. Click Save and Close.

Add Content to the Sales Pages

1. Next to your name on the page is an arrow. Click the arrow and select Edit Pages.2. Select Job Role and select the role to which your change should apply. Any analytics you add in this context

apply only to the role you dene here.3. Click OK.4. Click Change Layout.5. Select a layout.6. Click Add Content and Open, and navigate to BI and highlight an analytic to add. Select OK.

Set Up Sales Infolet PagesThe Sales and Sales Infolet pages are where your sales team sees key analytics relevant to their job role. Prebuiltanalytics are displayed inside portals on the pages called infolets. The infolets come with a set of default analytics for

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roles in your organization. You can manage which analytics you want your users to see. You can add prebuilt, or yourown analytics to the infolets. You can also change the way the infolets appear on the page, by changing the infolet size,the shape, and so on.

Note that if you're in accessibility mode, only non-graphical report views such as Table, Pivot table, and Tile aresupported in Infolets. Charts or graphical views such as Pie and Bar aren't supported in accessibility mode.

Sales Infolet CachingAs you make changes to your infolets, remember that infolets are cached by default. Currently the default seing is tobe cached one hour before the existing infolet content is invalidated and refreshed with new content. This means thatany new updates to your analytics aren't visible in your infolets for an hour, when the cache is refreshed.

You can manually override this action by opening your analytic in BI, then going to the Advanced tab, and checkingthe Bypass Oracle BI Presentation Services Cache. Once this check box in enabled your infolet analysis is visibleimmediately.

This image shows the control to bypass the presentation services cache, and make infolet changes immediatelyavailable.

Enable the Sales Infolet PagesOut of the box the sales infolet pages should be enabled for the standard roles by default. But If you add custom roles,you must enable the sales infolet page for each new role.

1. Click Navigator, then click Structure.2. In Structure, select Set System Options.3. In Set System Options, select Social Panel and Sales Infolets.



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Edit Infolet Tiles and ViewsYou can change the way the infolet containers appear on the page.

1. Click the arrow next to your name and select Edit Work Area Pages. You see the Edit Pages dialog. SelectJob Role and select a role. All of the changes you make in this sandbox once saved apply only to employeesassigned to the job role you choose. Click OK.

2. Click the arrow in the infolet and select Edit Tile and Views.3. The Edit Tiles and Views dialog appears. Select the size and shape of the infolet. Select Save and Close.

Edit Infolet ContentYou can change the analytics that show in any of your sales infolets.

1. Click the arrow next to your name and select Edit Work Area Pages. You see the Edit Pages dialog. SelectJob Role and select a role. All of the changes you make in this sandbox once saved apply only to employeesassigned to the job role you choose. Click OK.

2. Select the infolet you want to change and from the list select Edit Content. The Edit Content Dialog appears.Select Add Content.

3. The reports directories appear. Navigate to Reports and Analytics > BI Presentation Server > Shared Folders >Sales > Embedded Content. Select the report to add to that infolet and select Add. Publish your sandbox whenyou're nished with your changes.

Add an InfoletYou can add infolets to your Sales and Sales Infolet pages.

1. In your sandbox, click the arrow next to your name and select Edit Work Area Pages. You see the Edit Pagesdialog. Select Job Role and select a role. All of the changes you make in this sandbox once saved apply only toemployees assigned to the job role you choose. Click OK.

2. On the page where you want to add the infolet, select the documents icon.3. Select Create Infolet.4. Name your infolet and click Save.

Your new infolet appears on your Sales Infolet Page. You still must add content by following the steps in Editing InfoletContent.

Delete an Infolet

1. In your sandbox, click the arrow next to your name and select Edit Work Area Pages. You see the Edit Pagesdialog. Select Job Role and select a role. All of the changes you make in this sandbox once saved apply only toemployees assigned to the job role you choose. Click OK.

2. Select the menu on the infolet you're deleting and click Delete.

Analytics on Object Pages

Analytics on Object PagesAdministrators can add analytics to object landing and edit pages. The object landing pages are the pages sales teamsinteract with every day like the Opportunities, Accounts, or Contacts pages. When you add analytics to the tabs in thesepages users can see analytics specic to the record they select.



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For the object landing pages there are two steps:

1. Enable the Analytics tab.2. Add an analytic to the enabled tab.

For the edit object pages, there are three steps:

1. Set the "Is "Prompted" lter on the analytic in BI.2. Enable the Analytics tab.3. Add the analytic to the enabled tab.

Note: The Service Request and Work Order landing pages don't have the option for adding analytics.

Enable Analytics Tabs for Object Landing PagesThe analytics tabs on your object pages don't show by default. Administrators must enable the tabs before they can addanalytics to object pages.

Enable Landing Page Analytics TabsThis uses the Opportunities object landing page as an example. The steps are the same for all of the object landingpages.

1. In Navigator click Structure.2. Choose Opportunities.3. On the analytics row, change the value for visible column to "Yes."4. Click Save and Close.

Add an Analysis to the Object Landing PageAfter the analytics tab is enabled, administrators add the analytic to the landing page tab. This procedure uses theOpportunity landing page as an example. The procedure is the same for all object edit and landing pages.

Add an Analysis to the Opportunity Landing Page Tab

1. In a specic opportunity, select the Analytics tab. You enabled this tab in the previous section.2. At the top of the Home Page click the arrow next to your name and select Edit Pages.3. Select Job Role and choose the role to which your change should apply. Any analytics you add in this context

apply only to the role you dene here.4. In Opportunities on the analytics tab click Add Content and navigate to the analysis you want to show on the

Opportunity page.5. Click Add next to the analysis and close the dialog. The analysis is now added to the Analytics tab.

Enable Sub Tabs and Add Analytics to Object Edit PagesThere are three steps to adding analytics to object edit pages.

1. Set the "Is Prompted" lter in the analytic in Business Intelligence. This step is used when the requirement is toview contextual data specic to the record selected.

2. Enable the sub tab on the object page.



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3. Add the analysis to the sub tab on the object page.

All of these steps are done using the Opportunities landing and edit pages. You can use these same steps for any of theobject pages listed as analytics work areas in the sub table at the start of this section.

For service, the Service, Work Order, and Queue pages use the same procedures.

Set the "Is Prompted" FilterFor analytics to show on your user Opportunity pages you enable the "Is Prompted" lter on the name or object IDfor the analysis. Adding this lter adds an analytic with data that relates only to the opportunity your user is currentlyviewing.

1. Open an existing analysis, or create a new analysis in BI.2. In the report Criteria sub tab, select the Filter icon for the appropriate column. Under Operator, select is

prompted. Leave the other options blank.3. Click OK.

Enable Object Edit Page Analytics Sub TabsThis procedure uses the Opportunity object landing page as an example. The procedure is the same for all object editpages.

1. In Navigator click Application Composer.2. Select Sales from the Application drop-down list.3. Expand Standard Objects and go to Opportunity.4. Under Opportunity click Pages.5. Under Detail Page Layouts copy the standard layout or select an existing created layout where the Analytics

sub tab is added.6. Click the Reorder sub tab.

This shows the Congure sub tab option for the edit object page.

7. Click OK.8. Click Done. The Analytics sub tab now shows on the Edit Opportunity page.



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Add Analytics to Edit Object Sub TabsThe nal step is to add an analysis to the Edit Object sub tab you have just enabled. When an analysis is added to theobject page, it shows data specic to the signed in user's transaction record. The specic data shows because of the"is prompted" lter being set in the analytic which passes parameters from the transaction record to the analytic. Aparameter is visible in the analytic when a lter prompt is added.

1. At the top of the Home Page click the arrow next to your name and select Edit Pages. The Edit Pages dialogappears.

2. Select Job Role and choose the role to which your change should apply. Any analytics you add in this contextapply only to the role you dene here.

3. In Opportunities on the analytics sub tab click Add Content and navigate to the analysis you want to show onthe Opportunity page.

4. Click Add next to the analysis and close the dialog. The analysis is now added to the Analytics sub tab.5. Next step you want to either save the default parameters, or add parameters specic the object your are

working with.

Click Parameters.

This shows the Parameters buon on the Edit Opportunity analytic.

Parameter Button

6. The parameter used is pageFlowScope variable and is set by default for Opportunity, Leads,Partners and custom object pages. For example, in the case of Opportunity the parameter is#pageFLowScope.biFilterName_OpportunityOpportunityId. To use the default parameter, in the Parametersdialog, click Save. Parameters can be changed by updating the parameter values after clicking Parameterbuon in the eld.



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This shows the parameter value of #pageFLowScope.biFilterName_OpportunityOpportunityId on an EditOpportunity ID analytic column.

Parameters

7. For the objects that aren't pre-populated with the pageFlowScope parameters, you can use one of thesesessionScope variables depending on which object page you're on, and the columns available in the analytic.

◦ Customer ID: #{sessionScope.zcmAnalyticsCustomerId}

◦ Contact ID: #{sessionScope.hzAnalyticsContactPartyId}

◦ Contact Name: #{sessionScope.hzAnalyticsContactName}

◦ Lead ID: #{sessionScope.mklAnalyticsLeadId}

◦ Opportunity ID: #{sessionScope.mooAnalyticsOpportunityId}

◦ Partner ID:#{sessionScope.zpmAnalyticsPartnerId}

For the Service Request detail page, we use pageFlowScope variables not sessionFlowScope variables.

Expose the Refresh, Export, and Print Links on TabsWhen you're working with analytics on tabs on your interface objects, you have the option of exposing the Print, Export,or Refresh links for the analytics you add to the tabs. This provides your users with handy tools for managing analyticson their object pages.



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This shows the Refresh, Print, and Export links on an analytic from a tab on the Analytics page.

How to Expose the Refresh, Export and Print LinksTo expose the links for refresh, export, and print on analytics from object tabs, you modify the component properties inPage Composer.

1. Highlight the analytics tab and click the Edit Component Properties wrench icon.

This shows the Page Composer option to modify component properties for a analytics tab.

2. In Component Properties dialog, go to View Report Links.3. In the View Report Links eld,, the following values can be entered:

◦ Add "r" to expose the Refresh link.

◦ Add "f" to expose the Print link.



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◦ Add "d" to expose the Export link.

◦ Add more than one of these options separated by a comma: r,f,d.

This shows the View Report Links option.

Direct LinkingDirect page linking lets your users drill down on a record without leaving the page. You can add direct page linking forrecords in most custom objects in CX Sales. When users click the custom object name, or any record with an associatedID value, it opens up a separate window to provide further detail on that record.

There are three parts to direct page linking:

1. Dening an action link.2. Constructing the direct link URL.3. Updating the direct link URL and parameters to navigate to a selected record.

Dene an Action LinkYou can add a direct page URL to any column of an analysis created for a custom object by adding an action link fromcolumn properties. Note that the analysis must have a column that holds the identication of the record, such as RecordID in the case of a custom object.

1. Create or open an analytic that contains a column for the name of the document. Select the gear icon on thecolumn and then from the drop-down list choose Column Properties.



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As an example of this, say there is a custom object called Product Documents. For direct page linking, we wantto add the direct URL/deep link to the column that holds the identication of the record. In the following gure,since there is a Product Document column, it would be the Document name that holds the ID of that record.

2. In Column Properties, select the Interaction tab.3. Under Value, for Primary Interaction choose Action Links from the drop-down list.4. Click the + icon to add an action link.

This shows the New Action, Navigate to a Web Page option.

5. Click Create New Action and then from the drop-down list select Navigate to a Web Page.



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This shows the Create New Action for a direct page link.

Construct the Direct Link URLYou add your specic URL to the action eld. These steps show you how to determine the correct URL for yourenvironment. These URLs are examples only.

1. Add the direct link URL to the Create New Action eld. There are direct page links paerns available for objectswhich can be found by going to Related Topics at the boom of this section and clicking Direct Page Links:Explained. In this example, you take the direct URL paern for the Custom Object, which in this case is calledProduct Docs. To create a direct link to a default summary page tab for a custom object use the direct link URLpaern in the following example:

https://<hostname>:<port>/<application>/faces/FuseOverview?

fndGlobalItemNodeId=CRM_CUSTOM_CARD_<XXXX>&fndTaskItemNodeId=CRM_CUSTOM_TAB_<XXXX>&fnd=%3BsubTabName

%253DSUMMARY%253BObjectId%253D<YYYY>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

Replace XXXX with the custom object's API name, for example, ProductDocs_c. Obtain the API name from theobject overview page (click the object's node in the Custom Objects tree in Application Composer).

Replace the YYYY with the custom object's primary key in the database. In this case, the custom object primarykey .comes from the Record_Id column, as shown in the following example:


fndGlobalItemNodeId=CRM_CUSTOM_CARD_ProductDocs_c&fndTaskItemNodeId=CRM_CUSTOM_TAB_ ProductDocs_c&fnd=

%3BsubTabName%253DSUMMARY%253BObjectId%253D300100057476089%253B%3B%3B%3Bfalse%3B256%3B%3B%3B



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Note that you can test the URL by replacing the host name with your actual host name and using a valid recordvalue in place of <YYYY>. Put the URL in a browser to see if the record details page appears and the URL isvalid.

2. Once you have determined that the URL is valid, the next step is to embed this URL in the analytic and ensurethat the object ID, represented in these instructions as <YYYY> is dynamically retrieved from the analyticwhenever the Product Docs name is clicked. When you have added the URL click Dene Parameters. The nextpart of these instructions is to construct the direct link URL.

Update the Direct Link URL and ParametersThe dene parameters elds are populated with some prompts and values already. The purpose of these steps is toensure that the object ID is dened as a parameter.This shows some Prompt and Value elds on the Create New Action page.

To update the direct link URL and parameters:

1. Because you're changing the value of the ID only, delete the default parameters and leave only one parametermapped to the ID.

2. Update the rst parameter by renaming the Prompt value to ObjectId and set the value to a column value byselecting the record ID from the drop-down list. For example ProductDocs_c.Id.

3. Paste the URL again in the URL eld and replace the ID of <YYYY> value with @{1} as shown in the followingexample:


fndGlobalItemNodeId=CRM_CUSTOM_CARD_ProductDocs_c&fndTaskItemNodeId=CRM_CUSTOM_TAB_ ProductDocs_c&fnd=

%3BsubTabName%253DSUMMARY%253BObjectId%253D@{1}%253B%3B%3B%3Bfalse%3B256%



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This shows the result of the Edit Action page when the correct values are added.

4. Check Hidden.5. Click Ok.6. Click OK to edit the Action Link window. The Column Properties window appears.7. Click the Data Format tab.8. Check the Override Default Data Format and select Number for Treat Number As.9. Click OK and save.

10. Select the Results tab. Now the document name column shows the link. When users click the link, they're takento that record detail in simplied page.



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This shows an analysis with direct links from the document name column. This analysis with links to drill-downdetail can be viewed on the Analytics page or any analytics tab.

These same steps can be performed for any of the standard objects for sales and service using the direct link formatand embedding links in the BI analyses.

Related Topics• Direct Page Links for CX Sales

Paths and Links to AnalyticsYour analytics are stored in BI. You are expressing that analytic that's stored in BI in a dierent location. So when youadd an analytic to an infolet, you need to dene that path to the analytic. Navigating away from the page takes you outof editing mode, so it makes sense to get the pathway before you add it to the infolet.

Find Analytic Pathways1. From the Navigator, click Reports and Analytics.2. Click the directory icon on the Reports and Analytics page.3. Go to Sales, Embedded Content, and navigate to the analytic.4. Highlight the analytic you want, right-click and click More.5. Under your analytic name, click More, then Properties.6. From the General area, go to Location and copy the path.

The path is your report location for your sales infolets.7. Click OK.

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Repeat the steps 1 through 6 to nd your tile analytics.

ADF Contextual Event ActionAdministrators can set the ADF Contextual Event action on the object name or other aribute columns of an objectto enable drilling down. When this action is set, the drilling down feature works on the analytics you add to the objecttabs, Sales Infolet pages, sales pages, or Analytic page. Users click the column name to see the details for that particularrecord.

These are the available objects:

• Opportunity

• Contact

• Account

• Activity

• Partner

• Deal

• MDF Budget

• MDF Request

• MDF Claim

• Business Plan

• Business Plan Objective

• Leads

• Queues

• Work Orders

• Service Requests

• Assets

Set the ADF Contextual EventYou can add this event to any analytic you build as long as it has an identier for the record. In this case the identier isCustomer ID. For this example you build an analytic that shows Account and Opportunity details.

1. Create a new analysis from the subject area Sales-CRM Pipeline.2. From the Subject Area pane, drag the following columns onto the Selected Columns editing palee:

◦ From the Customer dimension, select "Name".

◦ From the Customer dimension, select "Customer Row ID".

◦ From the Opportunity dimension select "Name".

◦ From the Opportunity dimension select "Opportunity ID".

◦ From the Facts folder, under Pipeline Facts, select "Opportunity Revenue".

3. Click the seings gear icon for Customer Name.4. Choose Column Properties.5. Choose the Interaction tab.



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6. Under Value, Primary Interaction, choose Action Links.7. Click the + icon to add a new action.8. Click the running man action icon with the + on it. A list of actions comes up.9. Choose ADF Contextual Event. Click OK.

This gure shows the ADF Contextual Event option.

10. In the Column Properties dialog, check Do not display in a dialog if only one action link is available atruntime.This gure shows the ADF Contextual Event action link dialog.

11. Click OK.



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12. Repeat steps 3 through 9 for the Opportunity Name column.

Viewing the ADF Contextual Event ActionThe analytic to which you added the ADF Contextual Event can be added on the interface. Using the ADF ContextualEvent action, users now have the option to view the additional details of a particular object, or make changes to detailson an object pages.

To set your analytic an edit object page, do the following:

1. Enable the analytic tab on the Accounts page and add the newly created analytic.2. Click the Customer Name from the BI report and it opens up the detail page for a particular customer as a

dialog box. You can close the dialog box and open up any customer name or opportunity name to get a detailpage dialog box.

This shows the drill-down detail for the Edit Account object when the ADF Contextual Event action is added.

USER_PARTY_ID Session VariableYou can congure analyses to show user-specic analytic data on user Analytics pages. This is done by adding sessionvariables to the analytic. Adding a session variable, such as USER_PARTY_ID tells the application to show only the datathat's specic to the signed in user. The variables exist for each user for the duration of a browsing session and expirewhen the user closes the browser or signs out. There are two types of session variable: system and non-system. Sessionvariables are primarily used when authenticating users against external sources such as database tables or LDAPservers. If a user is authenticated successfully, session variables can be used to set lters and permissions for thatsession.



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Add USER_PARTY_IDTo add session variables you select the gear icon on the column name. Then you select New Filter. The USER_PARTY_IDis used on the Employee Login ID column since it tells the application to only show data in this analytic specic to thelogged in employee. There are several other session variables and you can choose from the options available when youclick in that eld.

This shows the New Filter option for adding a session variable that shows an analysis for a signed in user.

Embed Analyses and Dashboards

Whitelist Safe DomainsYou whitelist safe domains to approve access to specic content. For security reasons, external content can't be addedto reports and reports can't be embedded in other applications unless it's safe to do so. Only administrators can addsafe domains to the white list.



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Only authorized users may access the content. Except in cases where Single Sign On (SSO) is enabled, users areprompted to sign in when they access content on safe domains. After you have added a safe domain to the white list,users need to sign out and sign back in to access content from that source.

1. Click Navigator > Reports and Analytics.2. Click Browse Catalog.3. Click the Administration link on the BI Home page.4. Click the Manage Safe Domains link.5. To allow users to embed their analyses in content located on other domains, enter the name of the safe domain

as well as the port. Here are a few formats you can use for port names:

◦ www.example.com:<port number>

◦ *.example.com:<port number>

◦ hps:

6. Select the types of resources you want to allow and block any resource types you think aren't safe. For example,to allow embedding, select Embedding.

Embed Your Content in Other ApplicationsYou can embed your reports in other non-Oracle applications and portals. This is a good way to share content and dataamong multiple systems. When other users click on embedded content, if you don't have single sign-on, they mighthave to sign in again to see the content.

Before you can embed a report in other applications or portals, your administrator must add the URL for the targetapplications or portal to the domain whitelist.

1. Obtain the URL of the analysis or dashboard you want to embed.

a. Go to the catalog and open the analysis or dashboard.b. In the URL displayed in the browser's address bar, delete "Portal", so that your URL resembles this

example, then copy the URL.

Content Example URL

Analyses

hp://example. com:<port number>/ analytics/ sawdllGoAction prompt&path=%2Fshared%2F<folder>%20<analysis name>

2. Sign in to the target application or portal, then embed the content inside an iFrame and use the copied URL.


Chapter 7Schedule and Share Analytics

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7 Schedule and Share Analytics

Create Brieng BooksUse brieng books to hold a collection of analytic snapshots. These snapshots give you a picture of what's going onat the time the analytic is added, or downloaded or reran. You can download brieng books as PDFs or MHTML toview, print, or share. The PDF le includes a table of contents. Brieng books are stored in the business intelligence (BI)catalog.

Add Content to New Brieng Books1. Open the Reports and Analytics work area.2. Click Browse Catalog.3. Select your analytic, then click More and select Add to Brieng Book.

Or, nd your dashboard and click Open.a. Go to the dashboard page you want to add.b. Click the Page Options buon and select Add to Brieng Book.

4. Indicate if you want the analytic results refreshed whenever the brieng book is downloaded or rerun.5. Click Browse.6. Name your brieng book and save it in My Folders.

Add Content to Existing Brieng Books1. Open the Reports and Analytics work area.2. Click Browse Catalog.3. Select your analysis, then click More and select Add to Brieng Book.

Or, nd your dashboard and click Open.a. Go to the dashboard page you want to add.b. Click the Page Options buon and select Add to Brieng Book.

4. Indicate if you want the analytic refreshed whenever the brieng book is downloaded or rerun.

Download and Edit Brieng Books1. Open the Reports and Analytics work area.2. Click Browse Catalog to locate your brieng book.

Schedule Analytics and Brieng BooksAnalytics and brieng books can be scheduled to run when you need them. You can also schedule other automatedtasks, for example to deliver results to specic recipients, send notications, or to generate a list of changes



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implemented today using the CURRENT_DATE repository variable. You create what's called an agent to set this allup for an analysis, dashboard, or brieng book. The agent itself is saved as an object in the business intelligence (BI)catalog. Agents can

Create an Agent

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other workareas.

2. Click the Browse Catalog buon.3. Click New and select Agent in the Actionable Intelligence section.4. Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard, or brieng

book to run.5. Save the agent in My Folders.

Note: To edit an agent, browse the BI catalog to nd the agent.

Related Topics

• Schedule Reports

Schedule Snapshots of Your Sales Historical PipelineKeep an eye on your boom line using the Generates Sales Historical Snapshots scheduling process. You get dailysnapshots of your sales pipeline as well as snapshots of opportunity and revenue trends over time.

Snapshots are designed to work only when your enterprise calendar is congured to be either Monthly or Weekly. Soyou need to be sure to set up your calendar to be weekly or monthly before you start using snapshots.

The Generates Sales Historical Snapshots feature uses the Sales - CRM Historical Pipeline subject area to cullinformation on your key pipeline data.

Congure Historical SnapshotsThe Generates Sales Historical Snapshots scheduled process captures opportunity and revenue snapshots for openopportunities and opportunities closed within the time period you specify. You can set up a snapshot to run once, orset it up to run daily, weekly, monthly, yearly, or on your own time frame. You can also choose the number of days afterwhich opportunities have been closed to continue to take a snapshot of the opportunity and its corresponding revenueinformation.

To congure your Sales Historical Snapshots scheduled process:

1. Navigate to Setup and Maintenance, All Tasks.2. Under Name, search for Manage Opportunity Prole Options.

The search results returns the Manage Opportunity Prole Option in the boom of the window.3. Click Go to Task on the row that holds the Manage Opportunity Prole Options search result. The Manage

Opportunity Prole Options page appears.4. Under Prole Option Code, enter MOO_MANAGE_SALES_HISTORICAL_SNAPSHOT_CONFIGURATION. Search for that prole.5. Under Prole Values on the right ensure that the value are C=120,D=120,W=58,M=14,Q=5.

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The Prole Values are dened the following ways:

◦ C is number of create snapshots for closed opportunities closed within the last C days. This value must begreater than zero.

◦ D is number of days to retain daily snapshots. This value must be greater than zero.

◦ W is umber of weeks to retain weekly snapshots if the enterprise calendar is a week based calendar.

◦ M is number of months to retain monthly snapshots if the enterprise calendar is a month based calendar.

◦ Q is number of quarters to retain a quarterly snapshot.

Note: An upper limit of 10M snapshot records (opportunity and revenue records combined) is supported andonce the record limit is reached, the snapshot process automatically purges records by oldest snapshot dateuntil the record count is brought under the limit. The snapshot process only supports capturing snapshots ifthe enterprise calendar is congured to be either a Month or Week based calendar. No other calendar periodfrequencies are supported. To use the snapshot feature you must congure your calendar rst.

Schedule Historical SnapshotsYou can schedule your Sales Historical Snapshots processes either from the SUI, or from the desktop UI.

To schedule your sales historical snapshots processes:

1. From the menu options choose More then Scheduled Processes.2. Click the Schedule New Process tab.

This gure shows the Schedule New Process option from the Scheduled Process window.

3. If you haven't already run this process, in which case it will show under the search results on the ScheduledProcesses starting page, then you will search in the Scheduled New Process dialog. Click to view all of thechoices. At the boom there is a Search option. Click Search and enter Generates Sales Historical Snapshots.In Search Results highlight Generates Sales Historical Snapshots and click OK. The Schedule New Processdialog appears. Click OK again.



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This gure shows the Search and Select dialog for choosing your Generate Sales Historical Snapshots process.

4. In the Process Detail dialog click the Advanced tab.

Here you set set when your process runs,, whether it is daily, weekly, or monthly. You will also set the start andend date.

This gure shows the scheduling options for your Sales Historical Snapshots processes.



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5. Click the Notication tab and dene whom you want to be notied if the process run is successful, if itgenerates an error, or if there are warnings.

6. When you're nished with your scheduling process details for times, frequency, and notications, click Submit.Your Generate Sales Historical Snapshot is now completed.



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Chapter 8Analytics Folders

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8 Analytics Folders

Where to Save Analytics and ReportsYou save analyses, dashboards, and reports in the catalog, along with other objects like prompts and lters. Besides thehierarchy of folders organized by product family, another important folder is Custom, found in Shared Folders. This iswhere you save the analytics and reports you create or edit for others to use.

Shared Folders and the Custom SubfolderAnyone with the correct access can get to objects stored in Shared Folders. If you have the appropriate roles, youcan save in Shared Folders so that your objects are available for other users. You should save objects in the Customsubfolder, and use the product family subfolders to organize and publish analytics and objects for the correctaudiences.

Here are a few things to know while working with analytics in the catalog. Keep all modied analyses and reports inthe Custom folder. Directly edit predened analytics only when it's necessary to make sure that any references to theanalysis or dashboard still work properly.

• Preserve modied predened objects during updates, which can make changes to predened analytics, reports,and other objects outside the Custom folder. You might lose changes saved outside the Custom folder duringupdates.

• You can easily nd modied objects if they're not spread around the catalog.

• You can edit objects in the Custom folder without compromising security on the original objects.

• For predened reports only, you can use a special Customize option to copy the report and also the folderstructure and permissions. The copy is linked to the original, so editing the copy is like directly editing theoriginal.

When you copy an object into the Custom folder, the copied object inherits the permission seings of the Customfolder. An administrator can reset the permissions on the object and the folder that it's in.

My FoldersMy Folders is your personal storage; you're the only one who can access anything that you save there. What you savethere is available in the Reports and Analytics work area, but not in My Folders in the Reports and Analytics panel tab onany other work area. But an exception is when you create an analysis using the wizard in the Reports and Analytics workarea. If you save a wizard analysis in My Folders, it's available in any panel tab that appears in any work area.

Related Topics

• How You Create and Edit Reports

• Overview of Analytics Creation and Modication

• How You Modify Copies of Predened Reports

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Manage Predened Catalog PermissionYou may want to remove access to predened catalog folders so that those associated with oerings you don't usearen't displayed. You can hide the entire predened catalog or selectively display root catalog folders for oerings,which are controlled by the Custom BI Web cat Reporting Duty role and associated roles for each oering.

Using roles, you can manage folder access in a number of ways, depending on requirements and previousmodications you have made.

• Remove duty roles for top-level folders from the Custom BI Web cat Reporting Duty role so that all users see asubset of the predened catalog. Leave roles only for the oerings you want to retain access for.

• Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role to hide the entirepredened catalog and display only /Shared/Custom folders. For example, you can remove BI catalog accessfor external users such as partners who have no access to reporting.

• Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role. Also, add catalogreporting duty roles to a new or existing job role to allow job roles with BI access to have default access to thepredened catalog. For example, by default, Financial job roles have access to Financial reporting content butHuman Capital Management job roles don't have access to the predened HCM BI catalog. You can grant theHuman Capital Management Folder Reporting Duty role to new job roles to allow access to predened HCMreports.

Hide Predened Catalog FoldersAll authenticated users have the Custom BI Web cat Reporting Duty role, which inherits all of the folder reporting rolesthat determine access and visibility of root level catalog folders. Administrators with IT Security Manager privileges canhide predened folders by removing their associated roles from the duty role.

1. Open the Security Console.2. Search for Custom BI Web cat Reporting Duty.3. In the search results, click Actions > Edit Role.4. Click Next to navigate to the Role Hierarchy step.5. To hide all folders, remove all of the roles from the hierarchy. Leave any roles for oerings you want to retain

access for.6. Synchronize security changes. Click Navigator > Scheduled Processes in the Navigator and submit the

Import User and Role Application Security Data process.7. Go to Oracle BI and click Administration. In the Maintenance and Troubleshooting section, select Reload Files

and Metadata to refresh the the BI cache.

BI Reporting RolesThis table shows the mapping between shared root catalog folders, folder reporting roles, and job roles.

Catalog Folder Duty Role Duty Role Name Associated Job Roles

/Shared/Common Content

BI_ COMMON_ CONTENT_REPORTING_ DUTY

Common Content FolderReporting Duty



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/ Shared/ Customer DataManagement

BI_ CDM_ REPORTING_ DUTY

Customer Data ManagementFolder Reporting Duty

/ Shared/ EnterpriseContracts

BI_ OKC_ REPORTING_ DUTY

Enterprise Contracts FolderReporting Duty

ORA_ OKC_ CUSTOMER_CONTRACT_ADMINISTRATOR_JOB ORA_ OKC_CUSTOMER_ CONTRACT_MANAGER_JOB ORA_ OKC_CUSTOMER_ CONTRACT_TEAM_ MEMBER_ABSTRACT ORA_ OKC_ENTERPRISE_ CONTRACT_ADMINISTRATOR_ JOBORA_ OKC_ ENTERPRISE_CONTRACT_ MANAGER_JOBORA_ OKC_ ENTERPRISE_CONTRACT_ TEAM_MEMBER_ ABSTRACT ORA_OKC_ SUPPLIER_ CONTRACT_ADMINISTRATOR_ JOB ORA_OKC_ SUPPLIER_ CONTRACT_MANAGER_ JOB ORA_ OKC_SUPPLIER_ CONTRACT_TEAM_ MEMBER_ ABSTRACT

/ Shared/ Extension

BI_ EXT_ REPORTING_ DUTY

Extension Folder ReportingDuty

/ Shared/ Financials

BI_ FIN_ REPORTING_ DUTY

Financials Folder ReportingDuty

ORA_ AP_ ACCOUNTS_PAYABLE_ INVOICE_SUPERVISOR_JOB ORA_AP_ ACCOUNTS_ PAYABLE_MANAGER_JOB ORA_ AP_ACCOUNTS_ PAYABLE_PAYMENT_ SUPERVISOR_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SPECIALIST_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SUPERVISOR_JOBORA_ AR_ ACCOUNTS_RECEIVABLE_ MANAGER_JOBORA_ AR_ ACCOUNTS_RECEIVABLE_ MANAGER_SOD_JOB ORA_ AR_ACCOUNTS_ RECEIVABLE_SPECIALIST_JOB ORA_ AR_ACCOUNTS_ RECEIVABLE_SPECIALIST_ SOD_JOBORA_ AR_ BILLING_MANAGER_JOB ORA_ AR_BILLING_ SPECIALIST_JOBORA_ CE_ CASH_MANAGER_JOB ORA_ EXM_EXPENSE_ MANAGER_JOBORA_ FA_ ASSET_ACCOUNTANT_JOB ORA_FA_ ASSET_ ACCOUNTING_



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MANAGER_JOB ORA_FUN_ INTERCOMPANY_ACCOUNTANT_JOB ORA_ GL_FINANCIAL_ ANALYST_JOBORA_ VRM_ REVENUE_ANALYST_JOB ORA_ VRM_REVENUE_ MANAGER_JOBORA_ XCC_ BUDGET_MANAGER_JOB

/Shared/Higher Education

BI_ HED_ REPORTING_ DUTY

Higher Education FolderReporting Duty

ORA_ HEQ_ ADMISSIONS_COORDINATOR_ JOBORA_ HEQ_ ADMISSIONS_MANAGER_JOB ORA_HER_ ACADEMIC_COORDINATOR_ JOB ORA_HER_ REGISTRAR_JOB ORA_HES_BURSAR_JOB ORA_HEY_ STUDENT_ SERVICES_MANAGER_JOB ORA_ HEY_STUDENT_ SUPPORT_ADVISOR_JOB

/Shared/Human CapitalManagement

BI_ HCM_ REPORTING_ DUTY

Human Capital ManagementFolder Reporting Duty

By default, predened HCMjob roles have no access to thethe predened content.

/ Shared/ IncentiveCompensation

BI_ IC_ REPORTING_ DUTY

Incentive CompensationFolder Reporting Duty

ORA_ CN_ INCENTIVE_COMPENSATION_ANALYST_JOB ORA_CN_ INCENTIVE_COMPENSATION_MANAGER_JOB ORA_CN_ INCENTIVE_COMPENSATION_PARTICIPANT_ ABSTRACTORA_ CN_ INCENTIVE_COMPENSATION_PARTICIPANT_ MANAGER_ABSTRACT ORA_CN_ INCENTIVE_COMPENSATION_ PLAN_ADMINISTRATOR_ JOB

/ Shared/ Loyalty

BI_ LOY_ REPORTING_ DUTY

Loyalty Folder Reporting Duty

ORA_ LOY_ LOYALTY_MARKETING_MANAGER_JOB ORA_ LOY_LOYALTY_ PROGRAM_ADMINISTRATOR_ JOB

/ Shared/ Manufacturing

BI_ MFG_ REPORTING_ DUTY

Manufacturing FolderReporting Duty

ORA_ CSE_ ASSET_ADMINISTRATOR_ JOB

/ Shared/ Marketing

BI_ MKT_ REPORTING_ DUTY

Marketing Folder ReportingDuty

ORA_ MKL_ SALES_ LEAD_QUALIFIER_JOB ORA_ MKT_



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CORPORATE_ MARKETING_MANAGER_JOB ORA_ MKT_MARKETING_ ANALYST_JOBORA_ MKT_ MARKETING_MANAGER_JOB ORA_ MKT_MARKETING_ OPERATIONS_MANAGER_ JOB ORA_ MKT_MARKETING_ VP_JOB

/ Shared/ Partner

BI_ ZPM_ REPORTING_ DUTY

Partner Folder Reporting Duty

ORA_ ZPM_ CHANNEL_ACCOUNT_ MANAGER_JOBORA_ ZPM_ CHANNEL_ADMINISTRATOR_JOB ORA_ ZPM_CHANNEL_ OPERATIONS_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_PORTAL_ ADMINISTRATOR_JOB ORA_ ZPM_ CHANNEL_SALES_ DIRECTOR_ JOB ORA_ZPM_ CHANNEL_ SALES_MANAGER_JOB

/ Shared/ Procurement

BI_ PRC_ REPORTING_ DUTY

Procurement Folder ReportingDuty

ORA_ AP_ ACCOUNTS_PAYABLE_ MANAGER_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SPECIALIST_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SUPERVISOR_JOBORA_ PO_BUYER_JOBORA_ PO_ PROCUREMENT_APPLICATION_ ADMIN_JOBORA_ PO_ PROCUREMENT_INTEGRATION_SPECIALIST_JOB ORA_ PO_PURCHASE_ ANALYSIS_ABSTRACT ORA_ POQ_SUPPLIER_ QUALIFICATION_DISCRETIONARY ORA_POR_ PROCUREMENT_REQUESTER_ ABSTRACTORA_ POZ_ SUPPLIER_ADMINISTRATOR_ ABSTRACTORA_ POZ_ SUPPLIER_MANAGER_ ABSTRACT

/ Shared/ Projects

BI_ PRJ_ REPORTING_ DUTY

Projects Folder Reporting Duty

ORA_ OKC_ CUSTOMER_CONTRACT_ADMINISTRATOR_JOB ORA_ OKC_CUSTOMER_ CONTRACT_MANAGER_JOB ORA_ OKC_CUSTOMER_ CONTRACT_TEAM_ MEMBER_ABSTRACT ORA_ OKC_ENTERPRISE_ CONTRACT_ADMINISTRATOR_ JOB



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ORA_ OKC_ ENTERPRISE_CONTRACT_ MANAGER_JOBORA_ OKC_ ENTERPRISE_CONTRACT_ TEAM_MEMBER_ ABSTRACTORA_ PJF_ GRANTS_ACCOUNTANT_JOBORA_ PJF_ GRANTS_ADMINISTRATOR_ JOBORA_ PJF_ GRANTS_DEPARTMENT_ADMINISTRATOR_ JOBORA_ PJF_ PROJECT_ACCOUNTANT_JOBORA_ PJF_ PROJECT_ADMINISTRATOR_ JOBORA_ PJF_ PROJECT_BILLING_ SPECIALIST_JOBORA_ PJF_ PROJECT_EXECUTION_ ABSTRACTORA_ PJF_ PROJECT_EXECUTIVE_JOB ORA_ PJF_PROJECT_ INTEGRATION_SPECIALIST_JOB ORA_ PJF_PROJECT_ MANAGEMENT_DUTY_ABSTRACT ORA_ PJF_PROJECT_ MANAGER_JOBORA_ PJF_ PROJECT_TEAM_ MEMBER_ABSTRACT ORA_ PJF_PROJECTS_ APPLICATION_ADMINISTRATOR_ JOBORA_ PJF_ RESOURCE_MANAGER_JOB ORA_ PJF_TEAM_ COLLABORATOR_ABSTRACT

/Shared/Public Sector

BI_ PSC_ REPORTING_ DUTY

Public Sector Folder ReportingDuty

ORA_ PSC_ AGENCY_STAFF_ABSTRACT ORA_ PSC_BUILDING_ INSPECTOR_JOBORA_ PSC_ BUSINESS_ANALYST_JOB ORA_PSC_ CHIEF_ BUILDING_OFFICER_JOB ORA_PSC_ ECONOMIC_ DEV_OFFICER_JOB ORA_ PSC_FINANCE_ ADMIN_JOBORA_ PSC_ INSPECTIONS_SUPERVISOR_JOBORA_ PSC_ PERMIT_TECHNICIAN_JOB ORA_ PSC_PERMITS_ APPLICATION_ADMINISTRATOR_ JOBORA_ PSC_ PERMITS_SUPERVISOR_JOB ORA_PSC_ PLAN_ COORDINATOR_JOB ORA_ PSC_ PLAN_REVIEWER_JOB ORA_ PSC_PRINCIPAL_ PLANNER_JOBORA_ PSC_ SYSTEM_ADMINISTRATOR_ JOB



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/Shared/Risk Management

BI_ GRC_ REPORTING_ DUTY

Risk Management FolderReporting Duty

ORA_ GTG_ APPLICATION_ACCESS_ AUDITOR_JOBORA_ GTG_ APPLICATION_CONTROL_ MANAGER_JOBORA_ GTG_ COMPLIANCE_MANAGER_JOB ORA_GTG_ ENTERPRISE_RISK_ AND_ CONTROL_MANAGER_JOB ORA_ GTG_RISK_ MANAGEMENT_AUDITOR_JOB ORA_GTR_ USER_ ACCESS_CERTIFICATION_MANAGER_JOB

/Shared/Sales

BI_ ZBS_ REPORTING_ DUTY

Sales Folder Reporting Duty

ORA_ ZBS_ SALES_ADMINISTRATOR_ JOB ORA_ZBS_ SALES_ MANAGER_JOBORA_ ZBS_ SALES_REPRESENTATIVE_ JOB ORA_ZBS_ SALES_ RESTRICTED_USER_JOB ORA_ ZBS_SALES_VP_JOB ORA_ ZPM_CHANNEL_ ACCOUNT_MANAGER_JOB ORA_ ZPM_CHANNEL_ ADMINISTRATOR_JOB ORA_ ZPM_CHANNEL_ OPERATIONS_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_PORTAL_ ADMINISTRATOR_JOB ORA_ ZPM_ CHANNEL_SALES_ DIRECTOR_JOB ORA_ZPM_ CHANNEL_ SALES_MANAGER_JOB ORA_ ZSP_SALES_ ANALYST_JOB

/ Shared/ Service

BI_ SVC_ REPORTING_ DUTY

Service Folder Reporting Duty

ORA_ CSO_ KNOWLEDGE_ANALYST_JOB ORA_CSO_ KNOWLEDGE_MANAGER_JOB ORA_ SVC_CUSTOMER_ SERVICE_MANAGER_JOB ORA_ SVC_CUSTOMER_ SERVICE_REPRESENTATIVE_ JOBORA_ SVC_ HUMAN_RESOURCE_ HELP_ DESK_ADMINISTRATOR_ JOB ORA_SVC_ HUMAN_ RESOURCE_HELP_ DESK_AGENT_JOBORA_ SVC_ HUMAN_RESOURCE_ HELP_ DESK_MANAGER_JOB ORA_ SVC_INTERNAL_ HELP_ DESK_ADMINISTRATOR_ JOB ORA_SVC_ INTERNAL_ HELP_



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DESK_AGENT_JOB ORA_SVC_ INTERNAL_ HELP_DESK_ MANAGER_JOBORA_ ZBS_ SALES_ADMINISTRATOR_ JOBORA_ ZCA_ CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_ JOB

/ Shared/ SubscriptionManagement

BI_ OSS_ REPORTING_ DUTY

Subscription ManagementFolder Reporting Duty

ORA_ OSS_ SUBSCRIPTION_SPECIALIST_ JOB

/Shared/Supply ChainManagement

BI_ SCM_ REPORTING_ DUTY

Supply Chain ManagementFolder Reporting Duty

ORA_ ACD_ PRODUCT_DESIGN_ ENGINEER_JOBORA_ ACD_ PRODUCT_DESIGN_ MANAGER_JOBORA_ ACE_ PRODUCT_MANAGEMENT_VP_JOB ORA_ ACE_PRODUCT_ PORTFOLIO_MANAGER_JOB ORA_ CMF_FISCAL_ DOCUMENT_SPECIALIST_JOB ORA_CMF_ RECEIVING_SPECIALIST_JOB ORA_ CMR_RECEIPT_ ACCOUNTING_DISCRETIONARY ORA_ CSE_ASSET_ ADMINISTRATOR_JOB ORA_ CST_ COST_ACCOUNTANT_JOBORA_ DOO_ ORDER_ADMINISTRATOR_ JOBORA_ DOO_ ORDER_MANAGER_JOB ORA_EGI_ PRODUCT_ DATA_STEWARD_JOB ORA_ EGP_PRODUCT_ MANAGER_JOBORA_ ENQ_ QUALITY_ANALYST_JOB ORA_ ENQ_QUALITY_ ENGINEER_JOBORA_ FOS_ SUPPLY_CHAIN_ CONTROLLER_JOBORA_ INV_ INVENTORY_MANAGER_JOB ORA_INV_ WAREHOUSE_MANAGER_JOB ORA_MNT_ MAINTENANCE_MANAGER_JOB ORA_MNT_ MAINTENANCE_TECHNICIAN_JOB ORA_ MSC_BACKLOG_ MANAGER_JOBORA_ MSC_ DEMAND_ AND_SUPPLY_ PLANNER_JOBORA_ MSC_ DEMAND_PLANNER_JOB ORA_MSC_ MATERIALS_PLANNER_JOB ORA_MSC_ REPLENISHMENT_



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PLANNER_JOB ORA_ MSC_SALES_ AND_ OPERATIONS_PLANNER_JOB ORA_MSC_ SUPPLY_ CHAIN_PLANNER_JOB ORA_RCL_ FIELD_ SERVICE_ADMINISTRATOR_ JOBORA_ VCS_ SUPPLY_CHAIN_ COLLABORATION_PLANNER_ JOB ORA_ WSH_SHIPPING_ MANAGER_JOB

/ Shared/ Functional Setup

BI_ FSM_ REPORTING_ DUTY

Functional Setups FolderReporting Duty *Not inheritedby Custom BI Web catReporting Duty

ORA_ ASM_ APPLICATION_IMPLEMENTATION_CONSULTANT_ JOB

/ Shared/ Security

FBI_ SECURITY_TRANSACTION_ANALYSIS_DUTY

Security Transaction AnalysisDuty *Not inherited byCustom BI Web cat ReportingDuty

ORA_ FND_ IT_ SECURITY_MANAGER_JOB

Predened Catalog LockdownIf you try to modify the predened catalog content including folder permissions, you get an alert indicating that you'renot allowed to modify content and asking that you save your own content in the /Shared/Custom folder.

Here are a few things to know about catalog folders:

• You must save all modied content in the /Shared/Custom folder or in new folders under the /Shared folder.

• Existing modied content in the /Shared/Custom folder or custom folders under the /Shared folder and theirsubfolders is preserved. If you have modied the content in the predened catalog folders, all changes are lostduring any upgrade. To preserve content, archive your catalog content and unarchive it in the Shared/Customfolder after upgrade.

• All existing content in top-level folders under the /Shared folder is preserved.

• You can't change folder or object permissions on the predened catalog folders or content. For example, youcan't change folder permissions to hide folders or objects.

Related Topics

• Role Inheritance

How to Create FoldersYou manage analyses and reports in the business intelligence catalog, where you create folders to organize them.

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=5B285D48C7A50ADDE05362C3F00A12B5



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To create folders:

1. In the catalog, navigate to the desired location of the new folder in the Folders pane.2. In the catalog toolbar, click New, and select Folder.3. In the New Folder dialog box, enter the folder name, and click OK.

Automatically Created FoldersIf conicts are detected during upgrade, folders named backup_nnn are automatically created in the catalog. Afterreviewing and resolving any conicts, Oracle recommends that you manually delete the backup folders from thecatalog. You can contact your help desk to request an automated removal if you have a large number of folders todelete.

Set Folder Permissions and AributesBusiness intelligence catalog folder properties control folder permissions and other aributes. You can access theproperties of user objects or the Custom folder and any of its subfolders in the catalog to perform tasks such as viewingsystem information or changing aributes or ownership. All other users can only access and modify the properties ofthe objects that they create or own.

Set Folder PropertiesFollow these steps:

1. In the catalog, select the Shared Folders > Custom folder or its subfolder you want to assign properties to.

Caution: Don't modify permissions on predened catalog objects. Saving content in theCustom folder is the only way to ensure that the content is maintained upon upgrade.

2. In the Tasks pane, click Properties.3. In the Properties dialog box, select any of the options in the Aributes section:

◦ Hidden: Species that the object is hidden.

◦ System: Species that the object is a system object.

◦ Read Only: Species that the object is read-only.

◦ Do Not Index: Excludes the object from the index used by the full-text catalog search. Excluded objectsdo not display in the results of any full-text catalog search; the object can still be found using the basiccatalog search.

4. Use the Ownership section to take ownership of a folder or object in the catalog. This area displays only if theproper privileges were assigned to the user, group, or role. Note that the owner of an object or folder can'tautomatically access the object or folder.

◦ Set ownership of this item: Click to become the owner of the folder or object.

◦ Set ownership of this item and all sub items: Click to become the owner of the folder and any sub foldersor sub items contained within the item. For example, if you click this link for a dashboard folder, then youtake ownership of all of the dashboard's components.



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Set Folder PermissionsYou can assign permissions on folders and other objects.

Access and Set PermissionsYou can set permissions or change ownership for any catalog object or folder. Nonadministrative users can access andmodify the permissions of the objects that they create or own.

To set folder permissions:

1. In the catalog, select the folder or object.2. In the Tasks pane click Permissions.3. In the Permissions dialog box, the owner and any other users, roles, or groups with permissions are listed in the

Permissions list. To add a user or role, click Add users/roles in the toolbar and search for users or roles to addthem to the Selected Members list in the Add Application Roles, Catalog Groups and Users dialog box. To deletea user or role, select the account or role in the Permissions list and click Delete selected users/roles.

4. In the Permissions list, to set ownership for a user, select Custom in the Permissions list for the account, thenselect Set Ownership in the Custom Permissions dialog box and click OK. You can also select the Owner optionfor the user or role.

5. Use the Permissions list to set permissions for the object. Object permissions vary by object.6. Use the Apply permissions to sub-folders option to assign permissions to the folder's subfolders, and the Apply

permissions to items within a folder to assign them to objects in the folder but not to subfolders.

Archive and Move AnalyticsYou can move your analytic objects by archiving them and the moving them to a new location. You can bundle theentire catalog, specic folders, or multi-component objects as a .catalog le and upload the catalog le to unarchive thedata to another location in the catalog.

Note: It is important to note that folders that contain seeded content should not be changed. Moving oradding a child folder to a seeded folder will result in analytics not being visible in dashboards or infolets.

Create an Archive

To create an archive le:

1. Locate the object in the catalog.2. Select More and then select Archive.3. In the Archive dialog box, select one or more of the following options:

◦ Keep Permissions: Maintain the object or folder's existing permissions. If you do not select this option,then the archiving process does not include any permissions. Upon unarchiving, the parent folder'spermissions are assigned to all of the objects and folders.

◦ Keep Time stamps: Maintain the Creation Time, Last Modied, and Last Accessed times assigned tothe object or folder. Upon unarchiving, the LastModied time is updated to indicate the time at whichthe object or folder is unarchived. If you select this option, the Old option in the Paste Overview area of



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the Preferences dialog box is available when unarchiving. You use the Old option to overwrite existingcatalog items that are older than the catalog items in the archive.If you do not select this option, then the archiving process does not include time information and the Oldoption in the Paste Overview area of the Preferences dialog box is not available.

4. Click OK to download the archive le.

Move an Archived Object to a New LocationTo unarchive a le:

1. Select the folder in the catalog where you want to upload the archived le.2. In the Tasks pane click Unarchive.3. In the Unarchive dialog box, browse for and select the archive le.4. Use the Replace option to specify whether to replace an existing folder or object with the same name.

◦ All: Select this option to replace any existing folders or objects with the same names as folders or objectsincluded in the archive le that you are uploading.

◦ Old: Select this option to replace folders or objects except those folders or objects that exist, unless theyare older than the source.

◦ None: Select this option to add any new folders or objects, but preserve any existing folders or objects.

◦ Force: Select this option to add and replace all folders or objects.

5. Use the Access Control Lists option to specify how the folders or objects are assigned permissions using AccessControl Lists Access when unarchived.

◦ Inherit: Inherits the folder or object's permissions from its new parent folder.

◦ Preserve: Preserves the folder or object's permissions as it was in the original, mapping accounts asnecessary.

◦ Create: Preserves the folder or object's permissions as it was in the original, creating and mappingaccounts as necessary.

6. Click OK.

What happens to modied analytics and reports when arelease update is applied?Updates don't aect the Custom folder or My Folder in the catalog. Anything saved there is preserved, including theanalytics and reports you edited or created. But anything saved outside those folders, in the predened catalog, ispreserved only if the update doesn't include a new version of those BI objects.

If an update includes a new version of a predened object that you edited outside the Custom folder, the changes youmade are saved as a new object. The new version from the update overwrites the existing predened object. And a copyof the existing object (with your edits) is automatically created in the same folder, with a new name that indicates it's anew version.

If the update includes a new version of both the predened object and a folder in its le path, the new folder name,along with the new version of the object, overwrites the existing predened folder and object. And a copy of the existingfolder (along with your edited object) is automatically created. The folder is renamed to indicate that it's a new version,but your edited object isn't renamed.



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Note: Future updates won't aect renamed objects or anything within a renamed folder.



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Glossary

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Glossaryanalysis

A selection of data displayed in one or more views, such as a table or chart, to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decisionmaking.

briefing book

A collection of static or updatable analyses or dashboard pages that you can download, print, and share with others.

business intelligence catalog

The repository where all business intelligence objects, including analyses, reports, briefing books, and agents, arestored. The catalog contains separate folders for personal, shared, and modified objects.

business intelligence repository

The metadata that determines all of the columns, or pieces of data, that you can include in analytics. You can also usethe repository as a source of data for reports.

dashboard

A collection of analyses and other content that gives in-depth insight to help with business decisions.

mainline metadata

The primary branch of metadata that a sandbox is published to. Once published, changes made in the sandbox becomeavailable to all users.

prompt

A parameter that you set when you use analytics, limiting the data in the analysis or in all analyses on the dashboard ordashboard page (tab).

report

An output of select data in a predefined format that's optimized for printing.

role

Controls access to application functions and data.

sandbox

A testing environment that isolates untested code changes from the mainline environment so that these changes don'taffect the mainline metadata or other sandboxes.


Glossary

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subject area

A set of columns, or pieces of data, related to a specific business object or area.

view

A specific way to present the results of an analysis, for example as a table or graph. Other types of views, such as thetitle view, show other components of the analysis.

work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.