Copyright © 2010, Oracle. All rights reserved.€¢Multiple ways to create or edit analyses in the Analysis Editor. • Create or open from the Home page. 1 2 Copyright © 2010, Oracle

Copyright © 2010, Oracle. All rights reserved.


Agenda

Interactive Dashboards

• Master-Detail Linking

• New Prompt Controls

• Pivot Table Interactions

• Enhanced Dashboard Builder

• …

Analysis Editor

• Overview

• Working with the analysis editor – step by step

Praxisteil


Overview of OBIEE 11g Visualization

Improvements

• Oracle developed visualization components which are

standardized across Fusion Applications and OBIEE/OBI

Applications

• More consistency in how visualizations are built

• Scorecard Capabilities (featured in previous Immersion Series

Presentation)

• Spatial

• New Visualization controls and interactions

• Scrollable legend, sliders, master-detail linking

• New graph types

• Multi-pie, More informative Pop-ups


OBIEE 11g Catalog & Start Page


Master-Detail Linking

• View can Broadcast an Event

• Pivot Table

• Table

• Chart

• Map View

• View can Subscribe to an

Event

• Pivot Table

• Table

• Chart

• Any Number of Views can

Subscribe to the same Event


Prompting Enhancements

• New Prompting Controls

• Slider Prompt

• Check-box Prompt

• Radio-button Prompt

• List Prompt

• Hierarchical Prompt

• Currency Prompt


Pivot Table Interactions on Dashboard


Enhanced Dashboard Builder

• Easy and Intuitive approach to Dashboard Creation

• WYSIWIG

• Direct Manipulation

• Dashboard Preview

• Ability to Inherit Dashboard/Page Report Links

• Publish Page to Dashboard

• Prompt Scope Definition


New Features

• Dashboard Template

• Briefing Book

• PDF

• MHTML

• New Dashboard Objects

• Action Link

• Scorecard/KPIs


Customizations

• Significantly Different Architecture and UI Elements in 11g

• Recommended Approach is to Start Customization from Scratch

• White paper on Customizations


Dashboard Enhancements

• New Interactions and UI Enhancements • Master-Detail Linking




• New Features • Dashboard Template

• Publish Dashboard

• Briefing Book in PDF

• New Dashboard Objects

• Customizations • Skin-Style in 11g


Visualizations

• New visualizations engine

– ADF DVT

– Across OBIEE, ADF, Fusion Applications…

– Foundation for further enhancements

• Interactivity

– Master-Detail Linking

– Animated Transitions

– Range Sliders

– Section Sliders

• Spatial Data visualizations


Advanced Usage of Map Views

Maps Depicting Custom Spatial Boundaries

Multi-Measure, Mixed-Format Maps

Multi-Measure, Mixed-Format Maps With Underlying Heatmap-

based Background map

Multi-Measure, Multi-Level, Mixed-Format, Hi-Density Map


Key Terms

Term Definition

Analysis Answers a query against an organization’s data.

Column Object that indicates the data that an analysis returns; measure columns

contain numeric measures, while the membership of attribute columns are

descriptive, and that of hierarchies represent relationships.

Filter Mechanism that restricts the result set returned by an analysis.

Prompt Special kind of filter that restricts the result set returned by an analysis;

can be used to populate variables.

Selection Mechanism that determines column membership included in an analysis.

Criteria Set of columns and filters that are specified for an analysis.

Results Output returned from Oracle BI Server for a specified analysis.

Subject Area Logical object that organizes and presents data about a business.

Dashboard Page in a Business Intelligence application that displays content.

Dashboard Prompt

Filter object that filters all content on a dashboard page and can be used to

populate variables.

Query Underlying SQL issued to the Oracle BI Server for the specified analysis.


Agenda






• …

Analysis Editor

• Overview


Praxisteil


Hierarchies

• Are definitions of contained-by or belongs-to relationship of

members.

• Nested levels of these many-to-one relationships

• Corresponding roll-up of measure values

• Either level-based or value-based (parent-child)

Value-

based

hierarchy

column

Measure

column

Collapse

hierarchy

Child

members

indent below

their parent. Expand

hierarchy


Oracle Business Intelligence Analysis

Revenue less than

$100,000 is

highlighted.

Custom column

name

Hierarchical

column

Expand

hierarchy to view

members

Drilling Region

attribute column

adds State

column to

analysis because

the attributes are

part of a region

level-based

hierarchy

Measure

column


Creating and Editing Analyses

• Multiple ways to create or edit analyses in the Analysis

Editor.

• Create or open from the Home page.

1 2


Analysis Editor

•Provides an area to create, modify, and save analyses,

filters, and selections.

Remove all

columns.

Create and

remove filters on

columns from the

analysis.

Save

Analysis.

Catalog

pane

Subject

Area pane


Subject Area and Catalog Panes

• Access saved analyses and

dashboards in the

Presentation Catalog

• Show columns and filters to

construct analyses

• Organize content into

presentation folders,

dimensions, and columns

Attribute column

Hierarchical

column

Measure

column

Presentation

Catalog folders

and content


Analysis Editor Tabs

•Contain on-screen information and buttons to create,

access, and manage analyses

View or modify

results of

analyses

Create

prompts to

filter

analyses

Work directly with XML

and SQL generated for

an analysis

View or change

columns and

filters for

analyses


Working with the Analysis Editor

in Oracle Business Intelligence

1. Construct an analysis.

2. Modify analysis criteria.

• Sorting columns

• Formulas

• Style

• Column format

• Data format

• Conditional format

• Interaction

3. Change column order.

4. Display analysis results.

5. Save an analysis.


1. Construct an Analysis

•Select columns from subject area folders in the Subject

Areas pane to create analysis criteria.

1 2

3

4

Attribute

columns Analysis criteria are displayed

in the Selected Columns pane.

Hierarchical columns

Measure columns

Add Columns

button

More Options

button

Remove all

Columns from

Criteria button


Edit level

properties

to control

appearance

and

behavior

2. Modify Analysis Criteria

•Click the More Options button to modify analysis criteria

using the following options:

Add a new function (such

as ranking or moving

averages) Edit column properties to

control appearance and

behavior Limit data that

appears in a column

Remove column

from analysis

Determine sort

order

Hierarchical

column


2. Modify Analysis Criteria (Sorting Columns)

• Use the Sort button to choose a sort order for the desired

column

• Select the appropriate option to set the sort order:

This column sort occurs

after the primary sort.

This column sort occurs after the

secondary sort and in descending

sequence.

Primary

ascending

column sort

Choose a

sort option

for the

desired

columns in

your

analysis.


2. Modify Analysis Criteria (Formulas)

• Use complex formulas in your analyses:

• Operators, functions, filters, variables

Calculatio

n Builder

Select a function

to add it to the

column formula.

Select or create

filters.

Select columns

from the subject

area.

Select or create

variables.


2. Modify Analysis Criteria (Style)

• Override formatting and style defaults for:

• Font, cell (including alignment), border, style sheets

Point to custom

style sheets.

Save as column

or data type

default.


2. Modify Analysis Criteria (Column Format)

• Override formatting defaults for:

• Column visibility, headings, data duplication, interaction

1

2

3


2. Modify Analysis Criteria (Data Format)

• Override the way data is displayed based on the data

type.

Text data: Treat as plain

text, HTML, link, and so

on

Numeric data: Treat as

number, percentage,

currency, and so on


2. Modify Analysis Criteria (Conditional Format)

• Direct attention to a data element that meets a certain

condition. Click Add Condition

for each condition.

Use a

Presentation

variable

Specify an operator and

a value to create a

condition.

Select an image

to display.

Specify a style for data

meeting the condition.


2. Modify Analysis Criteria (Interaction)

•Specify behavior when a user drills on a column heading

or a data value.

Default is to drill to the

next level in a

hierarchy.

Reset defaults

for a column.

Set an action to navigate to

another saved analysis.


3. Change Column Order

• Drag columns to change column order.

Drag a column to another

location to reorder the

columns.


4. Display Analysis Results

• Click the Results tab to see the results of an analysis.

• An analysis can be displayed in many formats.

Select additional

views.


4. Display Analysis Results

• Data is automatically sorted by the first column and then sorted

by the second column.

• Sorting can be specified by the user.

• Repeating values are suppressed by default.

• Default can be overridden by the user.

• Click to see the next group or row.

• Click to see all rows.


5. Save An Analysis

• Click the Save Analysis button in the toolbar.

3

2 1

New Folder


Advanced Formatting

• Saving column settings as systemwide defaults

• Copying and pasting formatting attributes

• Using a saved analysis as a style template

• Using custom date-format strings


Saving Column Settings as Systemwide

Defaults

•Settings on column properties tabs can be saved

as systemwide defaults:

• Save defaults for

particular columns

or data types.

• User must have

appropriate permissions

to save.

• Subsequent users see

new default settings.

Save as

defaults for

column. Save as

defaults for

data type.


Copying and Pasting Formatting Attributes

•Copy a range of formatting attributes that are applied to

an object and then paste them to an object of the same

type:

• This is supported for rows, columns, and table cells in table, pivot

table, and chart views.

Restore

defaults Copy Paste


Using a Saved Analysis as a Style Template

• Use a customized saved analysis as a cosmetic style

template.

• Apply formatting from template to new or existing analyses.

• Supported in table, pivot table, and chart views

1

2


Customized Date and Time Format Strings

• Provide additional options for formatting columns that contain

time stamps, dates, and times

• Examples of general customized format strings:

Term Result Example

[FMT:dateShort] Formats date in locale’s short-date

format.

2/3/2008

[FMT:dateLong] Formats date in locale’s long-date

format.

Monday, February 3, 2008

[FMT:time] Formats time in locale’s time format. 12:00:00 AM

[FMT:timeHourMin]

Formats time in locale’s time format but

omits seconds.

12:00 AM


1

Applying Customized Format String to a Column

•Example: Using a customized date format string for a

date column

2

3


Writeback

•Set writeback settings for a column in the Column

Properties dialog box.

1


Questions and Answers


Agenda






• …

Analysis Editor

• Overview


Praxisteil

45

Praxisteil

Lab 3: Advanced Reporting, Master Detail Linking


Documents

Copyright © 2010, Oracle. All rights reserved.€¢Multiple ways to create or edit analyses in the Analysis Editor. • Create or open from the Home page. 1 2 Copyright © 2010, Oracle