Creating Report&Dashboards Lab

Oracle BI Presentation Services 10g: Create Reports/Dashboards

Activity Guide

D46075GC10

Edition 1.0

February 2007

D49377

®

Copyright © 2007, Oracle. All rights reserved.

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AuthorDan Hilldale

Technical Contributors and ReviewersNikki SangerJim SarokinM. Lea ShawKasturi ShekharKurt Wolff

EditorsRichard WallisRaj Kumar

Graphic DesignerSteve Elwood

PublishersNita BrozowskiSrividya RameshkumarMichael Sebastian

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Contents Practice 1-1: Creating Requests in Oracle Business Intelligence Answers 1 Solutions 1-1: Creating Requests in Oracle Business Intelligence Answers 10 Practice 2-1: Adding Filters to a Request 11 Solutions 2-1: Adding Filters to a Request 14 Practice 2-2: Adding a Column Filter Prompt to a Request 15 Practice 2-3: Adding an Image Prompt to a Request 20 Practice 2-4: Using a Saved Request as a Filter 23 Practice 2-5: Editing SQL for a Column Filter 25 Practice 3-1: Modifying Views 27 Practice 3-2: Adding a Column Selector to a Request 31 Practice 4-1: Showing Results with Pivot Tables 35 Solutions 4-1: Showing Results with Pivot Tables 42 Practice 4-2: Displaying Running Sums in Pivot Tables 43 Practice 5-1: Creating a New Interactive Dashboard Page 47 Solutions 5-1: Creating a New Interactive Dashboard Page 49 Practice 5-2: Using Prompts to Filter Interactive Dashboard Data 50 Practice 6-1: Embedding Content in an Interactive Dashboard 55

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Practice 7-1: Modifying Oracle Business Intelligence Cascading Style Sheets 57 Solutions 7-1: Modifying Oracle Business Intelligence Cascading Style Sheets 59 Practice 8-1: Configuring Guided Navigation Links 61 Practice 8-2: Building Requests to Embed in an Interactive Dashboard (Optional) 65 Solutions 8-2: Building Requests to Embed in an Interactive Dashboard (Optional) 68 Practice 8-3: Creating Interactive Dashboards (Optional, if you completed Practice 8-2 successfully.) 71 Practice 9-1: Administering Users and Groups 77 Practice 9-2: Managing the Catalog 81 Practice 10-1: Configuring Scheduler Tables 85 Practice 10-2: Configuring the Oracle Business Intelligence Scheduler 87 Practice 10-3: Creating and Delivering an iBot 89 Practice 10-4: Chaining an iBot 93 Practice 11-1: Working with Briefing Books 97

Lesson 1: Working with Oracle Business Intelligence Answers

Oracle BI Presentation Services 10g: Create Reports/Dashboards 1

Practice 1-1: Creating Requests in Oracle Business Intelligence Answers

Goals To create and format requests

Scenario You need to query data from the Supplier Sales subject area and format the results.

Outcome You will have saved formatted requests that return business intelligence data.

Time 25 – 30 minutes

Instructions 1. Copy the appdev repository to the correct directory to set up the repository you’ll use in the

practices. a. Using Windows Explorer, copy appdev.rpd from E:\labs to

E:\OracleBI\Server\Repository.

2. Verify that the NQSConfig.ini configuration file is set to read the appdev repository during startup of the Oracle BI Server. a. Using Windows Explorer, double-click E:\OracleBI\Server\Config\NQSConfig.INI. b. Locate the [REPOSITORY] section and, if necessary, modify as follows (comment out all

repositories except appdev.rpd):

c. Select File > Save. d. Select File > Exit.

3. Restart Oracle Business Intelligence services. a. Double-click the Services shortcut on the desktop. b. Restart Oracle BI Server service. c. Minimize the Services window.

4. Start Oracle Business Intelligence. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. Enter the following information to log in:

User ID Administrator Password Administrator


2 Oracle BI Presentation Services 10g: Create Reports/Dashboards

c. Click Log In.

5. Click Answers to navigate to the Oracle Business Intelligence Answers start page. If the SupplierSales subject area is not displayed in the Subject Areas list on the Business Intelligence Answers start page, click the browser refresh button.

6. In the Subject Areas section, click SupplierSales. The SupplierSales subject area appears in the left selection pane.

7. Expand the Customers table to display the columns.

8. List the columns in the Customers table:

9. Create a request for customers by state. a. In the Customers table, click the State column. What happens in the right pane?

b. In the Customers table, click the Customer column. What happens in the right pane?

10. Review the results of the request you just created. a. In the right pane, click the Results tab b. Notice that the results appear in a table format within the Compound Layout. This is the

default. What are three ways to review results in the table format?

c. Scroll down and click the Next Page button to view the next set of rows in the table. d. Click the All Pages button to view all the rows in the table. e. How many rows of data are in the table for this request?

f. Select Table from the drop-down view list. g. Click the Table View Properties button to explore the properties you can set for the table

in the Edit View dialog box. h. Click Cancel to close the Edit View dialog box. i. Click the Refresh button to refresh your results. This is the Answers refresh, not a typical

browser refresh. j. Notice that the display currently includes header toolbars, which allow you to access the

request criteria tools to add column formatting and filters, modify column formulas, and delete columns.



k. Select Results Only in the Display drop-down list to view the results without the header toolbars.

11. Modify the request by adding a column. a. Expand the SalesFacts table and select the Dollars column. The Dollars column is added to

the request. Check your results:

b. Click the Criteria tab to verify that the Dollars column was added to your request criteria.

12. Save the request in a new folder. a. Click the Save Request button . The Choose Folder window opens. b. Click the Create Folder button. The Create Folder window opens. c. Name the new folder. Enter My Sales in the Caption field. d. Click OK. A new folder is created in My Folders. e. Click the My Sales folder. f. In the Name field, enter Sales by State. g. Click OK. h. The request is saved in the My Sales folder in the My Folders section of the Oracle BI

Presentation Catalog.

13. View the saved request in the catalog. a. Click the Answers link. b. In the Catalog section, select My Folders > My Sales to see your saved request. c. Click Sales by State. What happens?

d. Click the Modify button. What happens?

14. Modify the request to sort data by state, then by dollars in descending order. a. Click the Order By button on the State column. The button changes to the Order

Ascending button . b. Click the Order By button twice on the Dollars column. The button changes to the Order

Descending button with a 2. Note: The 2 on the button indicates that this is a secondary sort. In this case, the State column represents the primary sort.

15. Click the Results tab to verify the sort.



16. Format dollars to appear with two decimal points. a. Click the Criteria tab. b. Click the Format Column button in the Dollars column. The Column Properties window

opens. c. Click the Data Format tab. d. Check the Override Default Data Format check box. e. Select Currency from the Treat Numbers As drop-down list. f. Select $ from the Currency Symbol drop-down list. g. Select 2 from the Decimal Places drop-down list. h. Click OK.

17. Click the Results tab to verify the formatting.

18. Change the format again to appear as whole dollar amounts without decimal points. a. Click the Criteria tab. b. Click the Format Column button in the Dollars column. The Column Properties window

opens. c. Click the Data Format tab. d. Select 0 from the Decimal Places drop-down list. e. Click OK. f. Click the Results tab.

19. Center the alignment of the customer column. a. Click the Edit View button for the table below the title in the Compound Layout.

b. Select Header Toolbar with Results in the Display drop-down list. c. Click the Column Properties button in the Customer column. The Edit Column Format

window opens. d. Click the Style tab. e. Select Center from the Horizontal Alignment field drop-down list. f. Click OK.



20. Repeat the process and set the Vertical Alignment of the State column to Top and examine the results.

21. Return the Customer column settings back to the defaults and check the results.

22. Modify the Customer column heading. a. Click the Column Properties button in the Customer column. b. Click the Column Format tab. c. Select the Custom Headings check box. d. Enter Customer Name in the Column Heading field. e. Click OK.

23. Navigate to the Criteria and Results tabs and verify that the new name is displayed in both places.

24. Set up conditional formatting on the Dollars column. a. Click the Criteria tab. b. Click the Column Properties button on the Dollars column. c. Click the Conditional Format tab. d. Click the Add Condition button. e. Select Dollars from the drop-down list. The Create/Edit Filter window opens. f. Select is less than from the Operator drop-down list. g. Enter 250000 in the Value field. h. Click OK. The Edit Format window appears. i. Click the Color button. j. Select red from the color selector and click OK. k. Select Bold from the Style drop-down list. l. Click OK. m. Repeat the process and create the following conditional formatting:

Criteria Operator/Value Color Style

Dollars is between 250000 and 500000 Blue Bold

Dollars is greater than 500000 Green Bold



n. Click OK to close the Column Properties window when you are finished. o. Click the Results tab to view the conditional formatting.

p. Save this request as a new request in your My Sales folder. Name the request Formatted

Sales By State.

25. Add formulas to your request. a. Add a formula to the request to increase the dollar amount by 10 percent.

i. In the Dollars column, click the Edit Formula button. The Edit Column Formula window opens.

ii. Click at the end of the column name in the Column Formula field. iii. Click the Multiply button in the Formula Editor.



iv. Enter 1.10.

v. Click OK and verify that the dollar amount increases in your results. The criteria for SalesFacts should look like this:

The results should look like this:

vi. b. Add a formula to the request to rank customers by dollar sales and sort by state.

i. In the Dollars column, click the Edit Formula button. ii. Select the text in the Column Formula field. iii. Click the Function button. The Insert Function window appears. iv. Expand the Aggregate functions group and select Rank. Notice that a description of the

Rank function appears in the bottom of the window.



v. Click OK.

vi. Click OK and verify that your results are ranked.

vii. In the Dollars column, click the Edit Formula button. viii. Complete the syntax by adding the “by” statement to the expression in the Column

Formula field: Rank(SalesFacts.Dollars*1.10 by ). ix. With your cursor at the end of the expression in the Column Formula field (inside the

parentheses), add the State column by clicking the Column button and selecting State.

x. Check the Custom Headings box. xi. In the Column Heading field, enter RANK(Dollars By State). xii. Click OK.



xiii. Click the Criteria tab to check your request:

c. Change the format of the column to eliminate the $ sign from the custom formatting, since

now you’ll be showing results as a rank. i. In the RANK(Dollars By State) column, click the Column Properties button. ii. Click the Data Format tab. iii. In the Treat Numbers As drop-down list, select Number. iv. Click OK.

d. Click the Results tab to view the results.

26. Save the request to the My Sales folder. a. Click the Save button. The Choose Folder window opens. b. Verify that the Folder field indicates My Folders: My Sales. c. Enter Ranked Sales By State in the Name field. d. Click OK.



Solutions 1-1: Creating Requests in Oracle Business Intelligence Answers

Answers

8. List the columns in the Customers table: Region, Sales District, Sales Rep, Customer, Address, Phone, City, State, and Route Code

9.a. In the Customers table, click the State column. What happens in the right pane? The State column is added to the request criteria.

9.b. In the Customers table, click the Customer column. What happens in the right pane? The Customer column is added to the request criteria.

10.b. What are three ways to review results in the table format? Click the Results tab, click the Table button, or click the Display Results button.

10.e. How many rows of data are in the table for this request? 136

13.c. Click Sales by State. What happens? The request is executed and the results are displayed in the workspace.

13.d. Click the Modify button. What happens? The request is ready for editing.

Lesson 2: Filtering Requests in Oracle Business Intelligence Answers


Practice 2-1: Adding Filters to a Request

Goals To add a column filter to constrain a request to obtain results that answer a particular question and to limit results to specific months

Scenario Add a filter that allows you to filter results based on region, state, and city.


Instructions

1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. To do this click Start > Programs > Oracle Business Intelligence > Presentation Services and enter Administrator in the User ID and Password text boxes.

2. Add filters to your saved request. a. Click the Answers link. b. Open the Formatted Sales By State request.

i. Click the Catalog tab (in the selection pane). ii. Select My Folders > My Sales and expand the My Sales folder iii. Click the saved request, Formatted Sales By State. iv. Click the Modify button.

c. Add a filter to show only records from the West region. Note that you don’t want to add the Region column to your results. i. Click Region in the Customers table. The Region column is added to the Columns

section on the Criteria tab. ii. Click the Column Properties button in the Region column. The Column Properties

window opens. iii. Click the Column Format tab. iv. Check the Hide check box in the upper right corner. v. Click OK. vi. Click the Add Filter button in the Region column. The Create/Edit Filter window

opens. vii. In the right panel click All Choices, and then click West. Notice that West is added to

the Value field.



viii. Click East. Note that it is added as a second value.

ix. Click OK. x. Notice you are returned to the Criteria tab and that in the Filters section you have a new

filter called “Region is equal to / is in West, East.”

xi. Click the Filter Options button and select Edit Filter. xii. In the Create/Edit Filter window, click the Delete button next to the East value. xiii. Click OK.

d. Add an additional filter value to show records from 1999 only. Follow the steps above, using

the Periods table and the Year column. e. Check your filters:

f. How would you change the AND to an OR in your filters?

g. Click the Results tab to view the results.

h. How many records appear?



i. Save the filter for use with other content. i. Click the Criteria tab. ii. Click the Save Filter button. The Choose Folder window opens. iii. Click the My Filters folder. My Filters: Supplier Sales appears in the Folder text box. iv. Enter West Region, 1999 in the Name field. v. Click OK.

j. Save the existing request with the filter. i. Click the Save button. ii. Select My Folders > My Sales. iii. Name the request Formatted Sales by State, West Region 1999. iv. Click OK.

3. Create a filter for the current and previous month using variables. Note: You will filter for “current” as defined by the data in the database, not by the calendar.

a. Click the Answers link. b. Open the Sales By State request in the My Sales folder. c. Click the Modify button. d. Add the Month column to the request by selecting Periods, then Month in the selection

pane. e. Click the Add Filter button in the Month column. f. In the filter Operator field, choose is equal to / is in. g. Change Value to Variable by clicking the Add button and selecting Variable, then

Repository from the drop-down list. Note: The administrator has predefined variables called CURRENT_MONTH and PREVIOUS_MONTH. Current month in this example is January.

h. In the Server Variable field, enter CURRENT_MONTH. i. Click the Add button and select Variable, then Repository from the drop-down list. j. In the Server Variable field, enter PREVIOUS_MONTH. k. Click OK. l. Click the Results tab to review the results.

m. Save the request as Sales By State for Current and Previous Month in the My Sales

folder.



Solutions 2-1: Adding Filters to a Request

Answers

2.f. How would you change the AND to an OR in your filters? Click the AND.

2.h. How many records appear? 29



Practice 2-2: Adding a Column Filter Prompt to a Request

Goals To use a column filter prompt to constrain a request to obtain results that answer a particular question

Scenario Build a column filter prompt that allows you to filter results based on region, state, and city.


Instructions

1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator.

2. Create a request. a. Click the Answers link. b. Select the SupplierSales subject area. c. Create the following request:

3. Add a column filter prompt. a. Click the Prompts tab. b. Select Create Prompt > Column Filter Prompt. The Column Filter Properties dialog box

opens. c. In the Caption field, enter Filter By Region. This caption will appear to the user. d. In the Description field, enter Filter By Region. Descriptions are displayed when

administrators use the Catalog Manager. e. In the Filter on Column drop-down list, select the Region column. f. In the Operator drop-down list, select is equal to / is in. g. Under How should the user choose a value or values?, accept the defaults: Select it from a

drop-down list and Single Value Only. h. Under What values should be shown to the user?, select Limited Values. Limiting values

prevents a user from choosing values that would result in no data. In this example, when a Region is selected in the first prompt, only states within that region will be available for selection in the next prompt.

i. Select Allow user to skip prompt. This will cause a Skip Prompt option to appear. The user can then click this option to bypass a selection for this filter.



j. Check your work:

k. Click OK. The prompt is added to the request.

4. Test the prompt.



a. Click Test Prompts. The prompt appears in a separate window. Notice the Skip Prompt option:

b. Click the drop-down list and verify that three regions appear: Central, East, and West.

c. Close the window where the prompt appears.

5. Repeat the steps outlined above and build two more column filter prompts: one for State, and one for City. Use the screenshots below as a guide. a. State column filter prompt:



b. City column filter prompt:

6. Set the execution order of the column filter prompts. a. If necessary, use the up and down arrows to move the prompts so they appear in the

following order:

7. Test your work. a. Click Test Prompts. b. In the Filter By Region prompt, select West from the drop-down list. The next prompt, Filter

By State, appears automatically. c. In the Filter By State prompt, select CA (California) from the drop-down list. Notice that

only states in the West region appear. The next prompt, Filter By City, appears automatically.



d. In the Filter By City prompt, select San Francisco from the drop-down list. Notice that only cities in California appear. The filtered request appears, displaying customers who are in the West region, in the state of California, in the city of San Francisco.

e. Close the prompt test window.

8. Save the request as My Column Filter Prompts in My Sales.

9. Leave Answers open for the next lab.



Practice 2-3: Adding an Image Prompt to a Request

Goals To add an image prompt to an Oracle Business Intelligence request

Scenario Create an image prompt for a map image that users click to return results filtered by region.


Instructions

1. Save an image file to the inetpub\Wwwroot directory so that the Oracle BI Presentation Server can locate the file. a. In Windows Explorer, navigate to E:\labs. b. Copy the file USAMap.jpg. This image has already been defined with “hot spots” for the

purposes of this lab. The image is a United States map with three drillable regions defined: West, Central, and East.

c. Paste the file into D:\Inetpub\Wwwroot.

2. Create the following request:

3. Create an image prompt. a. Click the Prompts tab. b. Select Create Prompt > Image Prompt. c. In the caption field, enter Click a region on the map to see total region revenue by

customer. d. In the Image URL field, enter http://localhost/USAMap.jpg. e. Navigate to E:\labs and open the file USAMap.txt. This file has the appropriate HTML

<map> tags and data for the USAMap.jpg file, including the “hot spots” and image coordinates.



f. Select and copy the contents of USAMap.txt and paste them into the HTML image map field.

g. Click Extract Image Map from HTML. The Image Map Prompt Properties dialog box

expands to show the area titles, shapes, and coordinates entered in the HTML field. h. Enter the following values. Area Title can be any value. Column needs to be a fully qualified

column name in the format Table.Column. The Value column must display values contained in the request table. Column and Value are case-sensitive Area Title Column Value

West Customers.Region West

Central Customers.Region Central

East Customers.Region East i. Check your work.



j. Click OK. The image prompt is displayed on the Prompts tab.

k. Click Test Prompts.

l. Hover the mouse over the different regions of the map and verify that the region names

appear. m. Drill down on the West region. n. Verify that you see the expected results.

o. Close the prompt test window. p. Save the request as My Image Prompt in the My Sales folder.




Practice 2-4: Using a Saved Request as a Filter

Goals To create a filter based on the results of another saved request.

Scenario Use a saved request as a filter to limit the number of rows returned for a new request.


Instructions By using the results of a saved request to filter a column in another request, you can ensure that results are limited to the same dataset between related requests.

1. Create and save a request to be used as a filter in another request. a. Create the following request and associated filter:

b. Click Results. There should be 31 records. The screenshot shows only a portion of the

records.

c. Save the request as Customers – West Region in the My Sales folder.

2. Create a request to be filtered by a saved request. a. Create the following request:



b. Click Results. There should be 136 records returned. These are all the customers in all regions. The screenshot displays only a portion of the results.

c. Click the Criteria tab. d. Click the Filter button for the Region column. The Create/Edit Filter window opens. e. Click Advanced. f. Select Filter based on results of another request.

g. In the Filter on Saved Request window, in the Relationship field, select is equal to any. h. Click Browse. i. In the Choose Request window, select the Customers – West Region request. j. Click OK. k. In the Use values in Column field, select Region. l. Click OK. The filter appears in the workspace.

m. Click Results. n. Verify that only 31 rows are returned, and that results include only customers in the West

region.




Practice 2-5: Editing SQL for a Column Filter

Goals To edit the SQL for a column filter in an Oracle Business Intelligence request

Scenario You edit the logical SQL WHERE clause to be used as a filter to add another region to the filter.

Time 5 minutes

Instructions While it is generally not necessary to directly edit SQL in your requests, it is sometimes preferable to directly edit the WHERE clause issued in the SQL for a filter.

1. Edit the SQL generated for a column filter. a. Open the saved Customers – West Region request. b. Click Modify. c. Click the Filter button for the Region column. d. Click Advanced > Convert this filter to SQL.

e. In the Advanced SQL Filter text box, enter Customers.Region = ‘East’. f. Click OK. The filter appears in the workspace.

g. Click the AND operator to change it to OR.

h. Click Results. i. Verify that the request now returns results for customers in the East and West regions. There

should be 87 records returned.

j. Save the request as Customers – East and West Regions in the My Sales folder.

Lesson 3: Building Views and Charts in Requests


Practice 3-1: Modifying Views

Goals To modify the results of a request beyond the default format

Scenario Add a chart to a request and rearrange how the various views within a request are displayed.

Outcome A request with a chart view


Instructions In the following exercise, you add and arrange Chart, Table, and Title views within the Compound Layout view.

1. Start Oracle Business Intelligence Presentation Services and log in as Administrator.

2. Click Answers to clear the workspace and navigate to the Oracle BI Presentation Catalog where saved requests are stored.

3. Modify the Sales by State request. a. Select the saved request, Sales by State, from the catalog. b. Click Modify. c. From the SalesFacts folder, add the measures Units Ordered and Units Shipped to the Sales

by State request. d. From the My Filters folder, click the West Region, 1999 filter you created previously to add

it to the request. e. In the Apply Saved Filter window, click OK.

4. Create a chart view.

a. Click the Show results in a chart view button to display the results of the request. The default chart type is Vertical Bar.

b. In the Graph drop-down list, at the top of the screen, select Horizontal Bar. c. Explore chart options.

i. Click the General Chart Properties button to explore chart properties. Notice that data labels are set to the default, in which they are displayed when rolled over with the mouse.

ii. Click Cancel to close the General window. iii. Click the Axis Titles and labels button. Notice that you can set label properties for

the axes in the chart and add custom labels and data formats for the display of data.



iv. Click Cancel to close the Axis Titles & Labels window. v. Click the Additional Charting Options button and explore the charting options,

including setting gridlines and chart legends, defining behavior when a user clicks a chart, and setting borders and colors.

vi. Click Cancel to close the Additional Charting Options window.

5. Format the chart to display as a three-dimensional cylinder. a. In the Type drop-down list, select 3D. b. In the Style drop-down list, select Cylinder.

6. Add different facts to the chart. a. In the horizontal axis in the Columns section, uncheck the Dollars fact and select the check

boxes for both Units Ordered and Units Shipped. b. Click the Redraw button (below the chart view) and notice the results.

7. Change the chart width size by clicking and dragging the horizontal bar at the bottom of the chart two tick marks to the right.

8. Verify that the horizontal and vertical axes titles are displayed, create a title for the chart, and move the legend. a. Click the General chart properties button. The General window opens. b. Select Custom Title and enter Western Sales 1999 in the field. c. Click OK. d. Verify that the title was added to the chart. e. Click the Additional Charting Options button. f. Select the Legend tab. g. Select Bottom in the Location drop-down list. h. Click OK. i. Verify that the legend moved from the default location to the bottom of the chart. j. Roll over the cylinders in the chart and verify that the data value is displayed.

9. Add position formatting to your chart. Set the Units Ordered bars to display as red and the Units Shipped bars to display as blue. a. Click the Format Chart Data button. The Format Chart Data window appears. b. In the Positional tab, click the Color button for Position 1. c. In the Color Selector, select red and click OK. d. Click the Color button for Position 2. e. In the Color Selector, select blue and click OK.



f. Click OK and verify your results.

10. Add conditional formatting to your chart to indicate states that have crossed a high threshold for units ordered. Build a condition to display Units Ordered as green in the chart if they exceed 100,000 units. a. Click the Format Chart Data button. b. In the Conditional tab of the Format Chart Data window, click the Add Condition button

and select Units Ordered. The Create/Edit Filter window appears. c. Set the Operator to is greater than. d. Enter the value 100000. e. Click OK. The condition is listed in the Conditional Format window under the Units Ordered

column. f. Click the Color button for the condition. g. In the Color Selector, select green and click OK.

h. Click OK. i. Verify that the Units Ordered bar in the chart turns green to indicate that California has more

than 100,000 units ordered.

11. View the results in compound layout.



a. Select Compound Layout from the result view drop-down list.

b. Click the Chart button to add the chart to the compound layout. c. If necessary, scroll down to view the chart.

12. Change the title view in the compound layout. a. Scroll up to see the Title view. b. Select the Edit View button for the Title view. c. Enter Western Region Sales 1999 in the Title field. d. Clear the Display Saved Name check box. e. Click OK in the upper right corner. f. Verify that the title view is changed.

13. Move the views to change the display. a. Scroll down to the Chart view. b. Click the Chart view and drag it to the top of the Compound Layout. c. Click the Table view and drag it to the right of the Chart view. d. Drag the Title view to the top of the Compound Layout. e. Save the request as Western Region Sales with Chart in the My Sales folder.

14. Notice the results when attempting to save a request using the same name as a saved request. a. Click the Save button. The Save Request window opens. b. Click OK. c. Click Yes in the prompt to replace the existing file.



Practice 3-2: Adding a Column Selector to a Request

Goals To add a column selector to a request

Scenario You need to add a column selector view to enable users to dynamically change the columns that appear in a request.


Instructions Using the Column Selector view in your Compound Layout view, you can provide a quick way for users to select a column for which they would like to view sales fact results.

1. Click the Answers link to clear the workspace and return to the Answers start page.

2. Click the SupplierSales subject area.

3. Create the following request:



4. Click the Results tab to view your results. By default, the results appear in a compound layout with a title view and a table view.

5. Add a Column Selector view to the Compound Layout view. a. Click the Add View link and select Column Selector from the list.



b. In the Column 1 column (Customer), select the Include Selector option.

c. Add choices to the column selector by clicking the following columns in the selection pane:

Periods.Month, Periods.Year, Customers.Region, Customers.State.

d. Click OK to return to the compound layout view. e. Scroll to the bottom and locate the Column Selector view.



f. Drag the Column Selector view above the Table view in the Compound Layout

.

6. Use the Column Selector to modify the table results. a. Select Region from the Column Selector drop-down list and notice the results.

b. Select the other columns from the Column Selector and notice the results. c. Save your request as My Column Selector in the My Sales folder.

Lesson 4: Showing Results with Pivot Tables


Practice 4-1: Showing Results with Pivot Tables

Goals To use the Pivot Table view to display results in Oracle Business Intelligence Answers

Scenario You use a Pivot Table view to take row, column, and section headings and swap them around to obtain different perspectives of the data. You create multiple drop-down lists for attributes; add totals; override default aggregation rules for measures; display an item’s relative value; use calculations; and modify pivot table formatting.


Instructions

1. Create a request and add a Pivot Table view. a. Create the following request and associated filter:

b. Click the Pivot Table button at the top of the workspace to add a Pivot Table view. The

Pivot Table template appears.

c. Drag Year and Region to the Pages section to create a prompt for the pivot table. d. Drag Generic Description to the Columns section. Make sure Generic Description is below

Measure Labels.



e. Check your work:

f. Verify that Display Results is checked. If not, check it. g. Your results should look similar to the following:

2. Create separate drop-down lists for each of the attributes in the Pages layout area. a. Click the More Options button for Region and select the option Start New Page Drop

Down.



b. Check your results. Notice that there are now two drop-down lists in the pivot table.

3. Add totals to the pivot table. a. Click the Totals button in the Columns area and select After. b. Click the Totals button in the Rows area and select After. c. Your results should look similar to the following:

4. Override the default aggregation rule for the Dollars measure. The default aggregation rule is specified in the Oracle Business Intelligence repository, or by the original author of a report. In this example, the default aggregation rule for Dollars is SUM. a. What is the total dollar amount for 2nd & Goal Sports Café? You will compare this value with

the value after you override the default aggregation rule in the next steps.

b. Click the More Options button for the Dollars measure.



c. Select Aggregation Rule > Average.

d. What is the total dollar amount now for 2nd & Goal Sports Café?

e. Check your results. Notice that the total dollar amount is now the average rather than the sum.

f. Experiment with some of the other available aggregation rules and notice how the value

changes for total dollars. g. When you are done, reset the aggregation rule to Default.

5. Add green bar styling and formatting to the Pivot table to make it more visually appealing. a. Click the Pivot Table View Properties button near the top of the workspace. The Edit

View dialog box appears. b. Click the Enable alternating row “green bar” styling check box. c. In the alternate drop-down list, select All Columns. d. If desired, click the Set alternate format button to modify the formatting of the

alternating rows. e. Click OK to close the Edit View dialog box.



f. Check your work. Your results should look similar to the following:

6. Add formatting for sections and section content. a. Drag Region from Pages to Sections. Notice that the Pivot table is now divided into three

sections, one for each region.

b. Click the Section Properties button. c. Change the column heading display to Left. d. Click OK to close the Sections Properties dialog box. e. Check your work. Your results should look similar to the following:

7. Show dollars as a percentage of the total for each section. a. Click the More Options button for Dollars. b. Select Duplicate Layer.

c. Click the More Options button for the Dollars column that you just created, and select

Format Headings. The Edit Format dialog box opens. d. In the Caption field, enter % Dollars.



e. Click OK. f. Click the More Options button for % Dollars, and select Show Data As > Percent of >

Section.

This will display the percentage of the section that this value constitutes.

g. Your results should look similar to the following:

h. Which customer in the Central region bought the highest percentage of sugar in 1998?

i. Which customer in the Central region bought the highest percentage of white sugar in 1999?

8. Build a calculation that identifies combined dollar sales and percentages for powdered sugar and white sugar only. a. Click the More Options button for the Generic Description column. b. Select New Calculated Item. The Calculated Item dialog box opens. c. In the Name field, enter Powdered & White. d. In the Function drop-down list, select SUM.



e. On the right, select the Powdered Sugar and White Sugar values.

f. Click OK to close the Calculated Item dialog box. g. Your results should look similar to the following:

h. Which customer in the Central region purchased the highest percentage of powdered and

white sugar in 1998?

i. Save the request as My Pivot in the My Sales folder.

9. In the Choose a result view drop-down list, select Compound Layout.

10. Delete the Table view in the Compound Layout view.

11. Click the Pivot Table button to add the pivot table to the Compound Layout.

12. Save the request again.




Solutions 4-1: Showing Results with Pivot Tables

Answers

4.a. What is the total dollar amount for 2nd & Goal Sports Café? $3434

4.d. What is the total dollar amount now for 2nd & Goal Sports Café? $1145

7.h. Which customer in the Central region bought the highest percentage of sugar in 1998? Penn Brewery: 18.7%

7.i. Which customer in the Central region bought the highest percentage of white sugar in 1999? Demos’ Steak and Spaghetti House: 5.2%

8.h. Which customer in the Central region purchased the highest percentage of powdered and white sugar in 1998? Demos’ Steak and Spaghetti House: 6.3%



Practice 4-2: Displaying Running Sums in Pivot Tables

Goals To display running sums in a Pivot table

Scenario You display a running sum for dollars from January through December of 1998, and a running sum for percentage of dollars from January through December of 1998.


Instructions You will now build a pivot table that contains running sums for revenue throughout each month of the year 1998. You will also create running sums of the percentage of revenue for the year for each month.

1. Create the following request and associated filters:

Note: Delete the Year column from the request after creating the filter. Another way to do this is to press the CTRL key while clicking the Year column in the selection panel, which opens the Create/Edit Filter dialog box without adding the column to the request. a. Click the Order By button once to sort the MonthCode column in ascending order. b. Hide the MonthCode column so it does not appear in the results.

i. Click the Column Properties button for the MonthCode column. ii. Click the Column Format tab. iii. Check Hide. iv. Click OK.

2. Add a pivot table with totals.

a. Click the Pivot Table button at the top of the workspace to add a Pivot Table view. b. Click the Totals button for Rows. c. Select After.



d. Check your results:

3. Build a running sum column for the Dollars measure. a. Click the More Options button for the Dollars measure. b. Select Duplicate Layer.

c. Click the More Options button for the duplicate Dollars column you created in the previous

step. d. Select Format Headings. e. In the Caption field, enter RSum Dollars. f. Click OK. g. Click the More Options button for RSum Dollars. h. Select Display as Running Sum.



i. Notice that the RSum Dollars column now displays a running sum for dollars from January through December of 1998. For example, the RSum for January is the same as the basic total for January, while the RSum for February is the total of January and February, and so on.

4. Build two additional columns to display percentage and running sum for percentage. a. Click the More Options button for the Dollars measure. b. Select Duplicate Layer. c. Click the More Options button for the duplicate Dollars column you just created. d. Select Format Headings. e. In the Caption field, enter %Dollars. f. Click OK. g. Click the More Options button for the %Dollars column. h. Select Show Data As > Percent of > Column. The column displays the percentage of total

revenue earned in each month.

i. Click the More Options button for the %Dollars measure. j. Select Duplicate Layer. k. Click the More Options button for the duplicate %Dollars column you just created.



l. Select Format Headings. m. In the Caption field, enter RSum %Dollars. n. Click OK. o. Click the More Options button for the RSum %Dollars columns. p. Select Display as Running Sum. The RSum %Dollars column now displays a running sum

for percentages from January through December of 1998.

5. Save as My Running Sum Table in the My Sales folder.

Lesson 5: Creating Interactive Dashboards


Practice 5-1: Creating a New Interactive Dashboard Page

Goals To create a new Interactive Dashboard page in Oracle Business Intelligence and populate it with content

Scenario You create a new Interactive Dashboard and populate it with request content created in previous labs.

Outcome A new Interactive Dashboard page with content


Instructions You now build a page in My Dashboard containing a report you created in an earlier practice. This dashboard presents you with regional sales data when you load it after logging in to Oracle Business Intelligence Presentation Services.


2. Click the Dashboards link.

3. Click the Page Options button and select Edit Dashboard in the upper-right corner.

4. Create a new Interactive Dashboard page. a. Click the Add Dashboard Page button. b. Enter Western Region Analytics in the Page Name field. c. Click OK. Notice that the new Interactive Dashboard page has one column by default.

5. Add a request to the section. a. Expand the My Sales folder. b. Click and drag the Western Region Sales with Chart request onto the default column.

Notice that a section is added and the request is embedded in it.

c. Rename the report in the dashboard.



i. Click the Rename button for the Western Region Sales with Chart report object in the Dashboard Editor.

ii. In the Rename dialog box, change the name to Western Region Sales. iii. Click OK.

d. Click the Save button in the upper-right corner. e. Select the Western Region Analytics page in the Interactive Dashboard and verify that it

includes the request.

f. Which view do you see in the dashboard page?



Solutions 5-1: Creating a New Interactive Dashboard Page

Answers

5.f. Which view do you see in the dashboard page? Compound Layout view



Practice 5-2: Using Prompts to Filter Interactive Dashboard Data

Goals To create a prompt and add it to an Interactive Dashboard

Scenario You add a Presentation variable to a request to be populated by a dashboard prompt. You then create an Interactive Dashboard prompt and add it to the Interactive Dashboard page created in the previous lab.

Outcome An Interactive Dashboard page with a functioning prompt


Instructions

1. Prepare a request to use Interactive Dashboard prompts, including a Presentation variable. a. Click the Answers link. b. Select the Sales By State request from the My Sales folder. c. Click Modify. d. In the selection panel add the Customers > Region column. e. Click the Add Filter button in the Region column. The Create/Edit Filter window opens. f. Set the filter operator to is prompted and click OK. g. Click the Add Filter button in the State column. The Create/Edit Filter window opens. h. Enter AZ in the Value field to create an initial value for the prompt. i. Click OK. j. Click the Edit Formula button in the Region column. The Edit Column Formula window

opens. k. Select the Custom Headings check box and enter Region Variable as the Column Heading. l. In the Column Formula field, select the Customers.Region column and press the Delete key. m. Click the Variable button and select Presentation. The Insert Variable window appears.



n. Enter FavoriteRegion as the Variable Name and do not set a default value.

o. Click OK. p. Add single quotes around the variable in the Column Formula field. Because the variable will

be treated as a string, it requires single quotes in the formula.

q. Click OK. r. Save the request as Sales by Region - State in the My Sales folder.

2. Create the prompt. a. Click the Answers link. b. Click the New Dashboard Prompt button in the left-hand selection pane beneath the

Catalog tab. c. Select the Supplier Sales subject area from the Subject Area pop-up window. d. Select Page from the Scope drop-down list to limit the filter’s scope to the current page in

the Interactive Dashboard. e. Expand the Customers table and select the Region column. f. Set or enter the following:



Operator is equal to/is in Control Drop-down list Label Select Region:

g. In the Set Variable column, select PresentationVariable from the drop-down list and enter FavoriteRegion in the text field.

h. In the Customers table in the selection pane on the left side, select the State column. i. Set or enter the following:

Operator is equal to/is in Control Drop-down list Label Select State:

j. Select the Constrain check box to constrain values for the State prompt based on the value selected for the Region prompt. Clear the (All Choices) check box.

k. Click the Save button. l. Enter Region and State Prompt into the Name text box. Make sure you save the prompt in

the My Sales folder. m. Click OK.

3. Edit the Western Region Analytics page to add the dashboard prompt you created. a. Click the Dashboards link. b. Click the Page Options button and select Edit Dashboard in the upper-right corner. c. Select Western Region Analytics from the page drop-down.

d. Click the Add Column button. A new column is added on the right. e. Click and drag Section 1 from the left column to the right column.

f. Expand the My Sales folder. g. Click and drag the Region and State Prompt object onto the empty column on the left.



h. Click and drag the Sales By Region - State object below the Region and State Prompt object.

i. Click Save. Note: When the dashboard displays, the Region Variable is not populated in the

request and the initial value for State is AZ.

4. Test the prompt. a. In the Select Region: drop-down list, select West. b. Click the Select State: drop-down list. Notice that all of the available states are in the West

region due to the constraint you set. c. Select CA from the prompt drop-down list. d. Click Go. Notice that the data in the request changes to show only data from California and

that the dashboard prompt has set the FavoriteRegion Presentation variable to “West” based on the prompt.

Lesson 6: Configuring Interactive Dashboards


Practice 6-1: Embedding Content in an Interactive Dashboard

Goals To add content other than requests to an Interactive Dashboard

Scenario You have an Interactive Dashboard with content generated by Oracle Business Intelligence requests. You want to add additional content from sources other than a request. You add a folder object and embed a PDF file and an HTML link.

Outcome Interactive Dashboard containing content from requests and other sources


Instructions


2. Click the Page Options button and select Edit Dashboard.

3. Select Western Region Analytics from the Page drop-down list.

4. Add an existing folder to display information on the dashboard page. a. Add a new column to the dashboard page. b. Click and drag a new Section object onto the right column. c. Click and drag the Folder object onto the new section you added in the previous step. d. Click the Properties button in the Folder object. e. Click the Browse button. f. Select the My Sales folder. Path in Folder Path field should be /users/administrator/My Sales g. Click OK. h. Select the Expand check box. i. Click the OK button.

Lesson 6: Configuring Interactive Dashboards


j. Click Save and view the results.

5. Add an embedded content object. a. Click the Page Options button and select Edit Dashboard. b. Click and drag the Embedded Content object onto the section below the Sales By Region -

State request. c. Click the Properties button in the Embedded Content object. d. Enter the following values:

e. Click OK. f. Click Save. g. View the results in the dashboard. You may have to scroll down to see the embedded content.

If the PDF file does not appear in the dashboard, you may have to minimize the browser to accept the Adobe license agreement. If Adobe asks if you want to check for updates, click Cancel.

Lesson 7: Customizing the Oracle Business Intelligence User Interface


Practice 7-1: Modifying Oracle Business Intelligence Cascading Style Sheets

Goals To locate and modify cascading style sheets used for Oracle Business Intelligence

Scenario You want to make global changes to the appearance of Interactive Dashboards and requests. You use cascading style sheets to make changes to the default font and colors.

Outcome Interactive Dashboard and requests will have different fonts and colors than the default

Time 30 minutes

Instructions

1. Locate the folder containing the cascading style sheets (CSS) for Oracle Business Intelligence and create a backup copy of the folder. a. Open Windows Explorer. b. Navigate to E:\OracleBI\web\app\res c. Copy the E:\OracleBI\web\app\res\s_oracle10 folder. d. Paste the s_oracle10 folder into the E:\OracleBIData\web\res folder. e. Rename the folder to s_oracle10_backup.

2. View style sheet formatting for an existing request. You will compare this current formatting to formatting after you edit the appropriate cascading style sheet. a. If necessary, start Oracle Business Intelligence Presentation Services and log in as

Administrator. b. Click Answers. c. Select My Folders > My Sales > Formatted Sales By State. d. What is the background color of the table cells?

e. What is the background color of the column headings?

3. Edit the Views.css style sheet. a. Using Windows explorer, navigate to E:\OracleBI\web\app\res\s_oracle10\b_mozilla_4. b. Right-click views.css and select Open With. The Open With dialog box appears. c. Select Notepad as the application to open the file and click OK.



d. Find the .ResultsTable class and make the following edits: font-family times, serif font size 16pt background-color #F0E68C

e. Find the .ColumnHdg class and make the following edits: Font size 24pt background-color #48D1CC

f. Save and close Views.css.

4. View the style sheet changes in Answers. a. Press and hold CTRL and click the browser Refresh button (CTRL + refresh the browser). If

you do not get the expected results, restart Oracle BI Presentation Services. b. Select My Folders > My Sales > Formatted Sales by State. c. What is the background color of the table cells?

d. What is the background color of the column headings?

e. Navigate to other saved requests. Do other requests have the same style changes?

5. Restore the original views.css file. a. Delete the edited views.css file in E:\OracleBI\web\app\res\s_oracle10\b_mozilla_4. b. Copy the original views.css file from

E:\OracleBIData\web\res\s_oracle10_backup\b_mozilla_4 to E:\OracleBI\web\app\res\s_oracle10\b_mozilla_4.

c. CTRL + refresh the browser and verify that the original styles are applied. Note: If the browser refresh does not work properly, please perform the following steps: i. Log out and close the browser window. ii. Delete the views.css file. iii. Copy the original views.css file back into E:\OracleBI\web\app\res\s_oracle10. iv. Open a new browser window. v. Clear the browser cacheby selecting Tools > Internet Options > Delete Files.

Additionally, clear the browser history. vi. Log back into Answers.



Solutions 7-1: Modifying Oracle Business Intelligence Cascading Style Sheets

Answers

2.f. What is the background color of the table cells? Light gray

2.g. What is the background color of the column headings? Light blue

4.c. What is the background color of the table cells? Gold

4.d. What is the background color of the column headings? Aqua blue

4.e. Navigate to other saved requests. Do other requests have the same style changes? Yes

Lesson 8: Configuring Guided Navigation Links


Practice 8-1: Configuring Guided Navigation Links

Goals To create guided navigation links in an Interactive Dashboard

Scenario You want to help users navigate Oracle Business Intelligence information by embedding common scenarios and best practices directly into Interactive Dashboards through guided navigation. You add guided navigation links to an Interactive Dashboard created in a previous lab.

Outcome Interactive Dashboard containing guided navigation links


Instructions 1. Navigate to Dashboards in Oracle Business Intelligence Presentation Services.

2. Click the Page Options button and select Edit Dashboard.

3. Add a new dashboard page. a. Click the Add Dashboard Page button. b. Name the page Guided Navigation Example. c. Click OK.

4. Add the Sales By State request. a. From the My Sales folder, click and drag the Sales By State request object into the empty

column.

5. Add a static guided navigation link. a. Click and drag the Guided Nav. Link object above the Sales By State request in Section 1. b. Click the Properties button. The Guided Navigation Link Properties window opens. c. Create a target for the static link by referencing a request.

i. Verify that Reference Source Request is set to No. ii. Click the Browse button in the Link Properties section. The Choose

Request/Dashboard window appears. iii. Select the Ranked Sales by State request from the My Sales folder. iv. Click OK. v. Enter the following text:

Caption Click this link to see customer rankings by state.



vi. Verify that Use Dashboard Object name as link text is unchecked.

vii. Click OK.

d. Click Save. e. Click the Ranked Sales By State link to test the results.

6. Create a conditional guided navigation link. a. Click the Dashboards link. b. Click the Page Options button and select Edit Dashboard. c. Click and drag the Guided Nav. Link object below the guided navigation link you added in

the previous steps. d. Click the Properties button. The Guided Navigation Link Properties window opens. e. Create a conditional guided navigation link by referencing a source request.

i. Make sure that Reference Source Request is set to Yes. ii. Click the Browse button for the Source Request. iii. Select the Western Region Sales with Chart request from the My Sales folder. iv. Click OK. v. Make sure that the Show Link value is set to If request returns rows. vi. Click the Browse button in the Link Properties section. vii. Select Sales By State for Current and Previous Month request from the My Sales

folder. viii. Click OK.



ix. Enter the following text in the Caption text box: [This link appears because the Western Region Sales with Chart request has returned data.] Compare your Guided Navigation Link Properties window with the one below:

x. Click OK.

7. Click Save and view the results. Notice that you now have two links.

8. Click the links to test them.

9. Change the properties of the conditional guided navigation link. a. Click Dashboards. b. Click the Page Options button and select Edit Dashboard. c. Click the Properties button for the Guided Nav Link 2 object. d. Change the Show Link property to If request returns nothing. e. Click OK.

10. Click Save and view the results. Notice that you now have only one link.



11. Add a conditional section to the dashboard page. a. Click the Page Options button and select Edit Dashboard. b. Click and drag a new section under the existing section. c. Add the Formatted Sales By State request to the new section. d. Click the Properties button for the new section and select Guided Navigation from the

drop-down list.

e. Set the Reference Source Request to Yes. f. Click the Browse button for the Source Request. g. Select Western Region Sales with Chart request from the My Sales folder. h. Click OK. i. Verify that the Show Section value is set to If request returns rows.

j. Click OK.

12. Click Save and view the results. Notice that you now have two sections.

13. Change the properties of the conditional section. a. Click the Page Options button and select Edit Dashboard. b. Click the Properties button for the Section 2 object and select Guided Navigation from the

drop-down list. c. Change the Show Section property to If request returns nothing. d. Click OK.

14. Click Save and view the results. Notice that you now have only one section.



Practice 8-2: Building Requests to Embed in an Interactive Dashboard (Optional)

Goals To build requests to embed in an Oracle BI Interactive Dashboard page with other content

Scenario Use the knowledge obtained in prior practices to build a request and a dashboard prompt to embed in Oracle BI Interactive Dashboards.


Instructions In the following practice, step-by-step instructions for building requests are scaled back to allow you to practice the skills acquired in previous lessons. Please use previous lessons for reference as needed. Screenshots are provided with the desired results. If you have difficulty with the practice, use the solutions for this practice, which provide step-by-step instructions.


2. In Answers, select the SupplierSales subject area.

3. Build a request that shows a running sum of dollars and percent of dollars by month, prompted by year, region, and sales rep. Use a pivot table to display the results. Save the request as RSum Revenue by Month in a share folder named Team Sales. Use the following screenshot as a guide:



4. Build a request that shows the top five total sales by employee. In a later step, when you build a dashboard, you will add a dashboard prompt to prompt by region and year. Use a table with a chart to display the results in the Compound Layout. Save the request as Top Five Total Sales by Employee in the My Sales folder. Use the following screenshot as a guide:

5. Build a dashboard prompt for region and year. a. Click the Answers link to navigate to the start page. b. Click the New Dashboard Prompt button at the top of the selection pane. c. Select the SupplierSales subject area. The Dashboard Prompt page appears. d. In the Scope drop-down list, select Page to specify that the prompt applies to the dashboard

page only. e. In the selection pane, select Customers > Region to add the Region column to the prompt.

Accept all default settings. f. In the selection pane, select Periods > Year. Accept all default settings. g. Check your work:

h. Click the Preview button to preview how the prompt will appear in a dashboard. i. Close the preview window. j. Save the prompt as Region - Year Dashboard Prompt in the My Sales shared folder.



6. Set filter conditions to Is Prompted for the Top Five Total Sales by Employee request. Every column contained in a dashboard prompt must be contained in the projection list or in the filter, in each request that you want the prompt to filter. The columns in the request must have filters set, or the filter condition has to be set to Is Prompted. Recall that you can set a filter on a column without adding it to your request results by holding down the Ctrl key while selecting columns to filter in the selection pane. a. Click the Answers link. b. In the selection pane, click the Top Five Total Sales by Employee request. c. Click Modify. d. Set Is Prompted filters as shown in the screenshot.

e. Save the Top Five Total Sales by Employee request.

7. Leave Answers open for the next practice.



Solutions 8-2: Building Requests to Embed in an Interactive Dashboard (Optional)

Answers

3.a. Create the following request:

3.b. Click the Order By button for the MonthCode column once to ensure that the request is sorted in ascending order.

3.c. Click the Pivot Table button.

3.d. Drag Year, Region, and Sales Rep to the Pages section (in that sequence). To have a separate page drop-down for Region and Sales Rep, click More Options > Start New Page Drop Down.

3.e. Click the More Options > Start New Page Drop Down for both Region and Sales Rep to create separate pages.

3.f. Click More Options > Hidden for MonthCode.

3.g. Click More Options > Duplicate Layer for Dollars.

3.h. Click More Options > Format Headings for the new Dollars layer.

3.i. Enter RSum Dollars in the Caption text box and click OK.

3.j. Click More Options > Display as Running Sum for the RSum Dollars column.

3.k. Click More Options > Duplicate Layer for Dollars.

3.l. Click More Options > Format Headings for the new layer that you created in step 3.k.

3.m. Enter %Dollars in the Caption text box and click OK.

3.n. Click More Options > Show Data As > Percent of > Column for the %Dollars layer.

3.o. Click More Options > Duplicate Layer for the RSum Dollars column.

3.p. Click More Options > Format Headings for the new layer that you created in step 3.o.

3.q. Enter RSum %Dollars in the Caption text box and click OK.



3.r. Click More Options > Show Data As > Percent of > Column for the RSum %Dollars column.

3.s. Click the Totals button for Rows and select After.

3.t. Save the request as RSum Revenue by Month in a new folder named Team Sales under Shared Folders and view the request in Answers.

3.u. Select 1998 from the Year drop-down list, East from the Region drop-down list, and STEVEN SMITH from the Sales Rep drop-down list. Compare your results with the pivot table below:

4.a. Create the following request:

4.b. Click the Add Filter button for the Dollars column.

4.c. Select is in top from the Operator drop-down list of the Create/Edit Filter dialog box.

4.d. Enter 5 in the Value text box and click OK.

4.e. Click the Order By button for the Dollars column.

4.f. Click the Results tab.

4.g. Click the Add View link and select Chart.

4.h. In the “Columns on the vertical Y-axis” column, ensure that Units Ordered, Units Shipped, and Dollars are all selected.



4.i. Click OK.

4.j. Save the request as Top Five Total Sales by Employee in the My Sales folder.

4.k. View the results in Answers.

4.l. Check your results.

6.d.(1) Select the Criteria tab.

6.d.(2) In the selection pane, click Customers > Region while holding down the Ctrl key.

6.d.(3) Select is prompted from the Operator drop-down list of the Create/Edit Filter dialog box and click OK.

6.d.(4) In the selection pane, click Periods > Year while holding down the Ctrl key.

6.d.(5) Select is prompted from the Operator drop-down list of the Create/Edit Filter dialog box and click OK.



Practice 8-3: Creating Interactive Dashboards (Optional, if you completed Practice 8-2 successfully.)

Goals To create and modify Interactive Dashboards

Scenario You create a new Interactive Dashboard and add the content created in the previous practice. You then customize the dashboard.


Instructions

1. Create a new Interactive Dashboard. a. Click the Settings link and select Administration to access the Oracle BI Presentation

Services Administration page. b. In the Activities section, select Manage Interactive Dashboards. The Manage Dashboards

page appears.

c. Click Create Dashboard. The Create Dashboard page appears. d. In the Group Folder drop-down list, select Team Sales, the folder you created in the previous

practice. e. In the Dashboard Name field, enter Employee Sales Revenue. f. In the Dashboard Builder field, enter Administrator. This is the name of the user or group

that can modify the dashboard. g. Click Finished. h. Click Finished. i. In the Oracle BI Presentation Services Administration page, click Close Window. j. Click the Dashboards link. k. Verify that the Employee Sales Revenue dashboard link appears at the top of the screen.

2. Add content to the Employee Sales Revenue dashboard.



a. Click the Employee Sales Revenue link. b. Click Page Options > Edit Dashboard to open the Dashboard Editor.

c. From the Saved Content section on the left, click and drag RSum Revenue by Month into

the empty column. d. For the embedded RSum Revenue by Month request, select Properties > Show View > Pivot

Table 1. e. Click Save and check your work.

3. Add a new page and content to the Employee Sales Revenue dashboard. a. Open the Dashboard Editor. b. Click the Add Dashboard Page button. The Add Dashboard Page dialog box appears. c. In the Page Name field, enter Top Sales By Employee and click OK. The new page appears

on the dashboard. d. Drag the Top Five Total Sales by Employee request into the column. e. If desired, change the section name.



f. Click Save and check your work.

4. Add a dashboard prompt to the Top Sales by Employee dashboard page. a. Open the Dashboard Editor. b. Drag the Region – Year Dashboard Prompt and drop it above the Top Five Total Sales By

Employee request.



c. Click Save and check your work.

d. Use the Region and Year prompts to manipulate the data. Only data in the Top Five Sales By

Employee request should be affected by the dashboard prompt. If not, the requests were not set up correctly. If not set up correctly, try to troubleshoot. If necessary, inform your instructor.

5. Modify the Employee Sales Revenue dashboard properties. a. Open the Dashboard Editor. b. Click the Dashboard Properties button . c. Click the Rename button for page 1. d. Change the name of page 1 to Total Sales By Employee. e. Click Update. f. Click Finished.



g. Click Save and check your work. Verify that the dashboard prompt appears only on the Top Sales By Employee page.

Module 9: Administering the Oracle Business Intelligence Web Catalog


Practice 9-1: Administering Users and Groups

Goals To administer dashboard access and permissions for users and groups

Scenario You are the Oracle Business Intelligence administrator and must manage dashboard access and permissions so that only the appropriate users see certain information.

Outcome You have created a new group with an associated shared Interactive Dashboard, added users to the group, and set dashboard permissions for the new users.


Instructions In this practice, first you log in to Oracle Business Intelligence as a particular user to ensure that the user is authenticated. Then you add that user to a new group and explore the default Interactive Dashboard for the group, adding content first from individual folders in the Presentation Catalog to determine the impact of dashboard and request privileges.

1. Start Oracle Business Intelligence Presentation Services and log in as CCHENG to authenticate the user. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. Enter the following information to log in:

User ID CCHENG Password CCHENG

c. Click Log In. d. Verify that you are logged in as CCHENG by confirming the welcome message. CCHENG is

an authenticated user. e. Click Log Out.

2. Log back in to Oracle Business Intelligence Presentation Services as Administrator.

3. Click Settings and select Administration. The Oracle BI Presentation Services Administration window opens.

4. Create a new non-system Catalog group and associate a default dashboard with the group. a. Click the Manage Presentation Catalog Groups and Users link. The Presentation Catalog

Security: Groups and Users window opens. b. Click the Create a new Catalog Group link.



c. In the Create Catalog Group window, enter the following: Group Name Western Region Sales Password Administrator Verify Password Administrator Dashboard Name Western Region Sales Dashboard Builder Administrator

d. Click Finished.

5. Add users to the group. a. Locate the Western Region Sales group you just created in the Existing Catalog Groups and

Users list and click its Edit button. Notice that there are no members in this group. b. Click the Add New Member link. The Add Member to Group window appears. c. Click the Show users and groups link. d. In the Catalog Groups and Users list, click the Add link for Administrator. Notice that

Administrator is now listed as a member under Group Membership.

e. Click the Add New Member link. f. Use the steps above to add the user CCHENG to the group. g. Click Finished. h. Click Finished. i. Click Close Window to close the Oracle BI Presentation Services Administration window.

6. Verify that a new shared Presentation Catalog folder and shared dashboard have been created for the new group. a. Click Answers. b. In the selection pane, verify that a new shared folder named Western Region Sales has been

created.



c. Click the Dashboards tab and verify that the group’s default dashboard has been added.

7. Click Dashboards and then click the Western Region Sales dashboard link at the top of the screen. Notice that the dashboard is empty.

8. Remaining logged in as Administrator, add content from your personal Catalog folders to the Western Region Sales dashboard. Notice that you automatically have permissions to modify the new group dashboard because you specified Administrator as the Dashboard Builder when you created the Western Region Sales group and its associated dashboard above. a. Click the here link to add content. b. Add the Western Region Sales with Chart request from My Folders > My Sales to the

dashboard page. c. Click the Save button and view the results. The request should appear in the group dashboard

because you are logged in as Administrator and therefore have access to the request you’ve added.

9. Click Log Out.

10. Log back in as CCHENG/CCHENG. Notice that CCHENG has no content in the My Dashboard page.

11. Click the Dashboards link.

12. Click the Western Region Sales dashboard link. Notice that while CCHENG has access to the shared dashboard due to her membership in the Western Region Sales Catalog group, she cannot see the content you added to the dashboard as Administrator because it is in that user’s personal folder. Also note that CCHENG cannot see the Edit Dashboard link, as she was not designated as the Dashboard Builder and has not been granted change permissions on the dashboard.

13. Give CCHENG explicit change permissions for the dashboard. This will not permit the user to view the request, but will allow edits of content in the dashboard. a. Click Log Out. b. Log back in as Administrator. c. Click Settings and select Administration. The Oracle BI Presentation Services

Administration window opens. d. Click the Manage Interactive Dashboards link. e. Click the Permissions button for the Western Region Sales dashboard. Notice that the

Western Region Sales group has Read permissions on the dashboard, which is why CCHENG and other members of the group can view the dashboard.

f. Click the Show users and groups link. g. Click the Add link for CCHENG.



h. Click the control property link until it changes to Change/Delete.

i. Click Finished. j. Click Finished. k. Click Close Window.

14. Click Log Out.

15. Log back in as CCHENG/CCHENG.

16. Click Dashboards and then click the Western Region Sales dashboard link.

17. Click Page Options and select Edit Dashboard. Notice that the Western Region Sales with Chart request is present, but that it appears with a warning icon indicating that it is not present in the catalog. This is because the request is still available only in the Administrator’s personal folder in the catalog.

18. Click Save. CCHENG still cannot see any content. This is because CCHENG does not have permission to access this content.

19. Click Log Out. In the next practice, you will copy the request to the Western Region Sales shared folder and assign necessary privileges for all content so that it will be available to all members of the group. Finally, you will delete all personal folder content from the shared dashboard so that anyone later added to the Western Region Sales group will automatically have access to the dashboard and its embedded content.



Practice 9-2: Managing the Catalog

Goals To use the Oracle Business Intelligence Catalog Manager to manage the catalog

Scenario You need to give a group permission to view specific content on a shared dashboard. You use the Oracle Business Intelligence Catalog Manager to copy a request from one user and make it available to a group.

Outcome The user CCHENG and any other member of the Western Region Sales Catalog group has access to content that was initially created by Administrator.


Instructions

By default the Presentation Services Catalog autosaves every five minutes. To ensure that you see changes from the previous lab, allow five minutes between the completion of the previous lab and the start of this lab.

1. Stop the Oracle BI Presentation Server service. a. Double-click the Services shortcut on your desktop. b. Stop the Oracle BI Presentation Server service.

2. Select Start > Programs > Oracle Business Intelligence > Catalog Manager. The Catalog Manager may take up to a minute to start.

3. Open the Presentation Catalog. a. Select File > Open Catalog from the menu. The Open Catalog dialog box is displayed. b. Enter the following:

Type Offline Path E:\OracleBIData\web\catalog\default

c. Click OK.

4. View the contents of the Presentation Services catalog. a. Click users in the left pane. b. Select the administrator folder, then select the My Sales folder. Notice the requests and

prompts you created in previous practices. c. Select the _portal folder to see the dashboard pages you created.

5. Add the Western Region Sales with Chart request to the Western Region Sales shared folder. a. Select users > administrator > My Sales.



b. Copy the Western Region Sales with Chart request. c. Select shared > Western Region Sales. d. Paste the Western Region Sales with Chart request into the Western Region Sales folder. e. Select the Western Region Sales with Chart request in the Western Region Sales folder. f. Select Edit > Permissions. In the Permissions dialog box, verify that the Western Region

Sales group appears in the Users and groups (Explicit permissions) list. g. Change the Permissions type to Read using the drop-down list.

h. Click OK.

6. Add read permissions to the West Region, 1999 saved filter that is included in the shared request. a. Select users > administrator > _filters > SupplierSales. b. Select the West Region, 1999 filter. c. Select Edit > Permissions. d. In the Permissions dialog box, select the Western Region Sales group in the Additional

users and groups list. e. Click the < button to move the group to the Users and groups (Explicit permissions) list. f. Verify that the Permissions type is Read.



g. Click OK. h. Select File > Exit to close the Catalog Manager. i. Return to Services and restart the Oracle BI Presentation Server service.

7. Start Oracle Business Intelligence Presentation Services and log in as CCHENG.

8. Click Dashboards and then click the Western Region Sales dashboard link.

9. Add the shared request to the shared dashboard. a. Click Page Options and select Edit Dashboard. b. Add the Western Region Sales with Chart request from Shared Folders > Western Region

Sales to the dashboard page below the original request.

c. Click the Delete button for the request from the Administrator’s personal My Sales folder. d. Click the Save button and view the results. e. The request should appear in the group dashboard because you are logged in as CCHENG, a

member of the group, and therefore have access to the shared request you’ve added to the dashboard.

Module 10: Using Oracle Business Intelligence Delivers


Practice 10-1: Configuring Scheduler Tables

Goals To create Oracle Business Intelligence Scheduler tables

Scenario In order to deliver iBots, the Oracle Business Intelligence Scheduler must be installed and configured. The first step is to create tables for storing information about Scheduler jobs. You create the tables in the SUPPLIER2 database using iSQL Plus.

Outcome The following tables reside in the SUPPLIER2 schema: S_NQ_ERR_MSG, S_NQ_INSTANCE, S_NQ_JOB, and S_NQ_JOB_PARAM.


Instructions

To enable the Oracle Business Intelligence Scheduler, certain tables need to exist (mentioned above) to store information. The scheduler, in turn, monitors these tables and performs any necessary actions. These tables store information about a job instance, parameters, and schedule. You run SQL scripts to create the tables.

1. Start the iSQLPlus service. a. Double-click the Services button on your desktop. b. Start the OracleOraDB10g_homeiSQL*Plus service.

2. Create the Scheduler tables. a. Identify your machine name.

i. Right-click My Computer on the desktop and select Properties. ii. In the System Properties dialog box, click the Network Identification tab and click

Properties. iii. In the Computer Name field, note your machine name.

iv. Click Cancel. v. Click Cancel.

b. In Internet Explorer, navigate to http://<machine_name>:5560/isqlplus. c. Enter the following values:

Username SUPPLIER2 Password SUPPLIER2

d. Click Login. e. Click Load Script.



f. Click Browse. g. In the Choose File dialog box, navigate to E:\OracleBI\server\Schema, select

SAJOBS.Oracle.sql, and click Open. h. Click Load.

i. Click Execute. j. Verify that the script has run successfully. The message should resemble the following:

Note: This list of messages for table and index creation depicted above is not comprehensive.

k. Click Logout in the upper right of the screen.

3. Use Oracle Enterprise Manager to verify that the following tables exist: S_NQ_ERR_MSG, S_NQ_INSTANCE, S_NQ_JOB, and S_NQ_JOB_PARAM. a. In Internet Explorer, navigate to http://<hostname>:1158/em. b. In the Login screen, enter the following values:

Username SUPPLIER2 Password SUPPLIER2

c. Click Login. (If the Oracle Database 10g Licensing Information window appears, click I agree.)

d. Click the Administration link. e. Scroll down and click the Tables database object. f. Click Go to search the SUPPLIER2 schema. g. Scroll down in the list of tables and click the Next 14 link. The tables you’ve added should

appear as follows at the bottom of the list.

h. Click Logout in the upper right of the screen and close the browser.



Practice 10-2: Configuring the Oracle Business Intelligence Scheduler

Goals To configure the Oracle Business Intelligence Scheduler

Scenario You have created the tables for storing information about Oracle Business Intelligence Scheduler jobs in the SUPPLIER2 database. Now you need to configure the Oracle Business Intelligence Scheduler. You set Scheduler configuration options in the Job Manager Configuration dialog box, a feature of the Oracle Business Intelligence Administration Tool.

Outcome The Oracle Business Intelligence Scheduler is configured correctly.


Instructions

1. Set Scheduler configuration options in the Job Manager Configuration dialog box. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Open > Online. c. Enter the following values:

User: Administrator Password: Administrator

d. Click Open to open the repository in online mode. e. Select Manage > Jobs to open the Job Manager. f. Select File > Configuration Options. g. Click the Scheduler tab. h. In the Database sub-tab, enter or verify the following values:

Database Type Oracle 10g R1 Call Interface OCI 10gR1/R2 Data Source Name ORCL User name SUPPLIER2 Password SUPPLIER2 Confirm Password SUPPLIER2

i. Click the General sub-tab. j. In the General sub-tab, enter or verify the following values:

Administrator Name Administrator



Administrator Password Administrator Administrator Confirm Password Administrator

2. Set mail configuration options. a. Click the Mail tab. b. In the Sender Address field, enter [email protected]. c. In the SMTP Server field, enter localhost. d. Click OK to close the Job Scheduler Configuration window. e. If you receive a message indicating that you must restart the service, click OK. f. Select File > Exit to close the Job Manager. g. Select File > Exit to close the Oracle Business Intelligence Administration Tool.

3. Start the Oracle Business Intelligence Scheduler service. a. Double-click the Services button on the desktop. b. Right-click Oracle BI Scheduler and select Start. If the service is already started, select

Restart.



Practice 10-3: Creating and Delivering an iBot

Goals Create an iBot and deliver it to an Intelligence Dashboard and an e-mail account

Scenario You need to create an iBot that delivers an alert to an Interactive Dashboard and an e-mail account based on a condition.

Outcome iBot delivered to an Intelligence Dashboard and an e-mail account


Instructions:

1. Start Oracle BI Delivers. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services b. Enter the following values:


c. Click Log In. d. Click the More Products link and select Delivers to navigate to the Oracle BI Delivers start

page.

2. Edit your delivery profile. a. Click Edit My Account.

b. Under Delivery Options, click Add Email Device. c. Select the Email device (left-most icon) and confirm or enter the following values:

Device Name Email Device / Provider HTML eMail Address [email protected]

d. Click Finished e. If you receive an AutoComplete dialog window, click No.



f. Verify that the device is listed under Devices.

g. Under the Delivery Profiles box, click Add Delivery Profile. h. In the Delivery Profile window, enter the following values:

Name Email Content Priority Normal

i. Click Finished. j. Verify that the profile is listed under Delivery Profiles.

k. Click Finished.

3. Start the e-mail server. a. Select Start > Programs > hMailServer > Service > Start Service.

4. Create the e-mail account that will receive the iBot. a. Open Outlook Express by selecting Start > Programs > Outlook Express. b. Click No if asked to make Outlook Express your default mail client. c. If necessary, click Cancel to close the Internet Connection Wizard. d. Select Tools > Accounts from the menu. e. Select the Mail tab. f. Click the Add button and select Mail from the pop-up menu. g. Enter User in the Display name text box. h. Click Next. i. Enter [email protected] in the Email address field. j. Click Next. Accept POP3 as the incoming mail server. k. Enter localhost in the Incoming mail server field. l. Enter localhost in the Outgoing mail server field. m. Click Next. n. Enter oracle in the Password text box. o. Click Next. p. Click Finish. q. Click Close. r. Minimize the Outlook Express window.



5. Create an iBot that will deliver a request to a dashboard and an e-mail account based on a schedule. a. Return to Oracle BI Delivers and click Create New iBot to open the iBot overview page.

b. Click the General tab to specify the priority of the iBot and how to send the delivery content. c. Enter or confirm the following values:

Priority Normal Data Visibility Personalized (individual data visibility) Run As <Leave Blank>

d. Click the Conditional Request tab. e. Click Select Condition. The Choose Request window opens. f. Click the My Sales folder to expand it. g. Select the Sales By State request that will trigger the iBot. h. Click OK. i. Click the Schedule tab to schedule the iBot. j. Verify that Set Schedule, Start Immediately, and Recurrence/Once (Run once) are

selected. k. Click the Recipients tab to identify recipients of the iBot. l. Select Me. m. Click the Delivery Content tab to identify the content that will be delivered by the iBot.

i. Enter a headline. ii. Click Select Content to open the Choose Delivery Content window. iii. Click the My Sales folder to expand it. iv. Select the Formatted Sales By State request to pick the content that will be delivered

by the iBot. v. Click OK. vi. Verify that (Device default) is selected in the Send content as drop-down list.

n. Click the Destinations tab to select the destination for the iBot. i. Under User Destinations, check the Interactive Dashboard and Active Delivery

Profile check boxes. o. Click the Save button to save the iBot.

i. Enter a name and description for the iBot. ii. Click OK.

6. Verify that the iBot was sent to the specified destinations. a. Click the Dashboards menu item to open the My Dashboard page. b. Verify that the iBot you created appears in the Alerts section at the top of the page. c. Click the iBot name to view the iBot. d. Close the iBot.



e. Click the Alerts menu item to open the Alerts page.

f. Verify that the iBot you created appears on the page. g. Click View to view the alert. h. Close the alert. i. Return to Outlook Express. j. Click Inbox in the left pane of Outlook Express. k. Click Send/Recv. If promoted for a user name, ensure that you enter the entire name, that is

[email protected]. l. In the right pane, verify that an email was delivered with the iBot. It may take a few minutes

for the iBot to appear in the Inbox. m. Leave Outlook Express open.



Practice 10-4: Chaining an iBot

Goals Create a new iBot to be automatically executed when another iBot completes

Scenario You need to “chain” iBots, so that the result of one iBot triggers the delivery of a second iBot. You create a new iBot to be automatically executed when the iBot created in the previous lab completes.

Outcome iBot automatically delivered to an Intelligence Dashboard and an e-mail account when another iBot completes


Instructions 1. If necessary, start Oracle BI Delivers

a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. Enter the following values:


c. Click Log In. d. Click More Products > Delivers to navigate to the Oracle BI Delivers start page.

2. Create an iBot that will be executed automatically when another iBot completes. a. Click Create New iBot to open the iBot overview page. b. Click the General tab to specify the priority of the iBot and how to send the delivery content. c. Enter or verify the following values:

Priority Normal Data Visibility Personalized (individual data visibility) Run As <Leave Blank>

d. Click the Schedule tab to schedule the iBot. e. Verify that Set Schedule, Start Immediately, and Recurrence/Once (Run once) are

selected. f. Click the Recipients tab to identify recipients of the iBot. g. Select Me. h. Click the Delivery Content tab to identify the content that will be delivered by iBot.

i. Enter a headline ii. Click Select Content to open the Choose Delivery Content window. iii. Select the Ranked Sales By State request from the My Sales folder. iv. Click OK.



v. Select (Device default) from the Send content as drop-down list. i. Click the Destinations tab to select the destination for the iBot.

i. Under User Destinations, verify that Interactive Dashboard and Active Delivery Profile are checked.

j. Click the Save button to save the iBot. i. Enter a name and description for the iBot. ii. Click OK.

3. Open and modify the iBot created in the previous lab. a. If necessary, select Delivers to navigate to Oracle BI Delivers. b. In the left panel, click My iBots to expand the folder, and then select the iBot you created in

the previous lab. c. Click the Schedule tab and select Set Schedule and Start Immediately. d. Select the Advanced tab to select the iBot that will be executed automatically when this iBot

completes. i. Click Add Action from the “Execute these actions when iBot conditions are satisfied”

area.

ii. Select iBot from the list. iii. In the iBot Properties window, click Browse. iv. In the Select iBot window, select the iBot you created in this lab. v. Click OK. vi. For Execute for Recipients, open the drop-down list and select of current iBot. vii. Click OK.

e. Save the iBot.

4. Verify that iBot was sent to the specified destinations. a. Click the Dashboards menu item to open the My Dashboard page. b. Verify that the iBot you created in the previous lab appears in the Alerts section at the top of

the page. c. Verify that the iBot you created in this lab was also executed and appears in the Alerts

section. d. Click the Alerts menu item to open the Alerts page. e. Verify that both iBots appear on the page. f. Close the Alerts page. g. If necessary, open Outlook Express.

i. Select Start > Programs > Outlook Express. ii. If prompted for a user name and password, enter the following values:

User Name: User Password: oracle

iii. Click OK. h. Click Inbox in the left pane of Outlook Express.



i. Click Send/Recv. j. In the right pane, verify that both iBots were delivered. k. Close Outlook Express.

Lesson 11: Using Oracle BI Briefing Books


Practice 11-1: Working with Briefing Books

Goals To create, save, and view a briefing book

Scenario You create a briefing book to store a static snapshot of a dashboard and an individual request. You then download and view the briefing book and add a list of available briefing books to your dashboard page.


Instructions

1. Create a briefing book. a. Navigate to the Employee Sales Revenue dashboard. b. Click the Add To Briefing Book button at the bottom of the page. The Save Briefing

Book Content page opens.



c. Click the New Briefing Book button. The New Briefing Book page appears.

d. In the Briefing Book Name field, enter My Briefing Book. e. Click Save Briefing Book. You are returned to the Save Briefing Book Content page. My

Briefing Book appears in the Briefing Book list.

f. Click Cancel to return to the dashboard page. These steps created an empty briefing book. g. Click the Answers link. h. In the selection pane, click the My Briefing Books folder and verify that My Briefing Book

appears.

2. Add the content of a dashboard page to My Briefing Book. a. Navigate to the Employee Sales Revenue dashboard. b. Click the Total Sales By Employee dashboard page. c. Click the Add To Briefing Book button at the bottom of the page. The Save Briefing

Book Content page opens. d. Select My Briefing Book from the Briefing Book drop-down list. e. Accept the default save options. Updatable means that the content is refreshed whenever the

briefing book is downloaded, or when it is specified as the delivery content for an iBot in Oracle BI Delivers. Snapshot means that the content is added in its current state. It is not updated when the briefing book is rerun.

f. Click Add. The Save Briefing Book Content page closes automatically. g. Click Answers. h. Select My Briefing Books > My Briefing Book.



i. Verify that the Total Sales By Employee page was added to My Briefing Book.

3. Set up an individual request in a dashboard to add content to My Briefing Book. a. Navigate to the Employee Sales Revenue dashboard. b. Open the Dashboard Editor. c. Select the Top Sales By Employee page. d. Click the Properties button for the Top Five Total Sales by Employee request and select

Report Links.

e. In the Report Links dialog box, select Add to Briefing Book.

f. Click OK.

4. Add the content of the Top Five Total Sales by Employee request to My Briefing Book. a. Click Save.



b. Notice that the Top Five Total Sales by Employee request now has the link Add to Briefing Book.

c. Click the Add to Briefing Book link. d. Click Add. e. Click Answers. f. Select My Briefing Books > My Briefing Book. g. Verify that the Top Five Total Sales by Employee request was added to My Briefing Book.

5. Download the briefing book. a. Click the Get Now button. b. In the File Download dialog box, click Save. c. Save My Briefing Book to your desktop. Downloaded briefing books are saved with an

.sbb file extension. d. Click Close when download is complete.



6. View the briefing book. a. Navigate to your desktop and double-click My Briefing Book.sbb to open it. The Briefing

Book Reader application is launched. A static snapshot of your dashboard pages and requests appears.

b. Use the arrows or the menu options to navigate the content. c. When you are done, select File > Close the close the browser.

7. Add a list of available briefing books to your dashboard page. a. Navigate to the Employee Sales Revenue dashboard. b. Click the Total Sales By Employee page. c. Open the Dashboard Editor.



d. Drag a Folder dashboard object directly below RSum Revenue By Month.

e. Click the Properties button for the folder object. The Folder Properties dialog box opens. f. Click Browse. g. Select My Folders > _briefingbook and click OK. h. Check the Expand check box. i. Click OK to close the Folder Properties dialog box. j. Click Save. k. To see a list of your briefing books, click the My Briefing Books folder.

l. To edit the properties of My Briefing Book, click the My Briefing Book link. m. Click the Close button to close the My Briefing Book window.

Documents

Creating Report&Dashboards Lab