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Purpose
This tutorial shows you how to use the Oracle BI Answers and Dashboards to create requests and configure and view reports
Time to Complete
Approximately 2 hours
Topics
This tutorial covers the following topics: Overview Prerequisites Business Intelligence Overview Oracle BI Architecture Reasons for using Oracle BI Tools Oracle BI Answers Oracle BI Dashboards Summary
Overview
BI Answers and BI Dashboards Hands-On Training The following topics are covered Business Intelligence Overview OBI Architecture BI Answers BI Dashboards
3 year-to-date) are among the techniques used to transform data into information. This informationcommonly called business intelligence can provide a significant edge in an increasingly competitive marketplace. Getting Answers with Business Intelligence Business intelligence Provides the data and tools users need to answer questions that are important to running the part of the business for which they are responsible Determine if the business is on track Identify where things are going wrong Take and monitor corrective actions Spot trends Examples: Show me the most effective promotions Show me customers most likely to switch Show me products that are not profitable Compare sales this quarter with sales a year ago Show me sales for each district by month The information and tools help users delve into the data in a meaningful way so that they can answer important business questions, determine causes of good and bad performance, analyze trends, and so on Business intelligence provides answers to basic questions such as: "What are my top five products?" "How do my sales this year compare with sales last year?" "What is the three-month moving average of my sales? Business intelligence can also answer more probing analytical questions such as: "Why are sales down in this region?" "What can we predict for sales next quarter?" "What factors can we alter to improve the sales forecast?" "How will our margins improve if we run this promotion?
Oracle BI Architecture
Oracle Business Intelligence Tools
Oracle Business Intelligence (Oracle BI) is a comprehensive and integrated suite of analytic tools designed to bring greater business visibility and insight to the broadest audience of users, allowing any user in an organization to have Web-based, self-service access to
4 up-to-the-moment, relevant, and actionable intelligence. Oracle BI consists of several products that can be used together or independently. This course focuses on the following key components of Oracle BI : Oracle BI Server Oracle BI Server Administration Tool Oracle BI Answers Oracle BI Interactive Dashboards
Oracle BI Architecture
Oracle BI Answers
6 What you see in Answers depends on the permissions granted to your User ID.
The Answers workspace displays the following tabs for working with a request:
Criteria: Provides access to the columns selected for the request, and buttons to select the most common view types Results: Enables you to work with the results of the request Prompts:Enables you to create prompts to filter the request Advanced: Enables advanced users to work with the XML and logical SQL for the request
In this example, the Sample Sales subject area is selected. It contains six folders: Time ,Customer,Market, Order,Products Employee, and Facts. Four columns are added to the request: the Cust Name,Cust Status from the Customers folder and the Market, Region from the Market folder. As you select these items, Oracle BI Answers builds a query called as logical SQL, because it expresses the logical content of the request. This query is sent to Oracle BI Server, which interprets it and creates subsequent physical queries to the underlying data sources where the data is stored. The results are returned to you for analysis and interpretation. Changing the column order for a request
Displaying request results Click the Results tab or the Display Results button (in Criteria Page) to view the results. By default, display is in a Compound Layout format which consists of a Title view and a Table view.
Changing the results layout - use the result view drop-down lists, the Add View link, or toolbar buttons to select from a variety of views
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Saving a request - Requests are saved in folders and folders are either Personal or Shared
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When a request is saved in one of the Personal folders, only the owner can access it. When it is saved in a shared folder, any user with permission to access that folder can access it. The top-level personal folder is called My Folders. Every user with a unique username has a folder called My Folders.
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The Column Properties button enables you to edit the format for a column, such as the table and column headings, the number of decimal places, the alignment, and so on The Edit Formula button also enables you to change the table and column headings as well as any formula that was applied to the column. The Add Filter button enables you to create a filter for the column. The Remove Column button deletes the column from the request The Order By button specifies the order in which results should be returned, ascending or descending. You can order results by more than one column.
13 Click the Column Properties button for a column to open the Column Properties dialog box Click the Style tab: Set desired settings and click OK
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NOTE: You can control drill down to next level values, and navigation to other requests etc from here
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Click the Function button in the Column Formula tab to open the Function dialog box
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A column filter consists of the following elements: o A column to filter o An operator that determines how the value is applied o One or more values to use when applying the filter The filter is translated into a WHERE clause in the SQL SELECT statement that is issued to Oracle Business Intelligence Server. Filters can be grouped (a capability called parenthetical filtering) to create complex filters Click OK after setting the desired filters The filter appears on the Criteria page below the columns:
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Click Display Results to view the results Note that the results of the request are filtered:
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To call a session or repository variable, click the Variable button, select Session or Repository, and enter the name of the variable. You must know the name of a Session or Repository variable. To declare a Presentation variable, click Variable > Presentation and enter a variable name and optional default value.
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It will take you to the Answers Workspace and from the Columns in the left pane, include the following fields for the report:
Click on the Add Filter button of Year column to add a filter to the request: It will open the Create/Edit Filter window:
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Click OK The Filter will be displayed at the bottom of the report as shown below:
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Hide the Year Column Click on the Column Properties button in the Year column:
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Click OK To select only the top 2 by Billed Quantity Click on the Add Filter button in the Billed Quantity column:
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Click OK The Filter will be displayed at the bottom of the report as shown below:
To sort the results by Profit, click the Order by button on the Profit column:
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The Order by button changes to the following indicating that the results will be sorted by Profit in the descending order:
To view this report, click Display Results button The report is displayed as follows:
Now to add the Ticker View to the report, Click Add View -> Ticker as shown below:
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Click OK to save the View The report is displayed as follows with the Ticker View added :
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To add a custom Title to the report, click the Edit View button on the Title View as show below:
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It displays the following layout. Enter the values for the various fields as shown below and click OK:
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The report is displayed as follows with the Custom Title and Logo:
Now add a Narrative View to the report. In the Criteria tab click Add View > Narrative:
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The following layout is displayed. Enter the values as shown below and click OK:
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You can manage the various views using the options shown below:
You can Combine individual views for display and arrange them for display on Dashboards (same as Compound View) You can Delete selected views
Save this Request as Top 2 Regions in Quantity in My Folders > Catalog as shown below: Now this request can be modified or added to BI Dashboards later
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BI Answers Example 2 (Report with Chart and Gauge Views and Navigation)
To add Conditional formatting to the Profit column, open the Column Properties dialog by clicking the Column Properties icon of the Profit column Select the Conditional Format tab and click Add Condition and select Billed Quantity column as shown below:
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The Create/Edit Filter dialog opens as shown Select Operator-is greater than Enter 800000 in Value field Click OK to close this dialog The Edit Format dialog appears as shown below. Close it by clicking OK
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Repeat the same procedure by clicking Add Condition button again to add the following three conditions for the Profit column
Click the Value Property icon, and set the Cell Background Color for the conditions as follows:
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Click OK to close the dialog Click the Results tab. The report should appear like the one shown below:
Save this Request as Regional Sales in Shared Folders > Sales Test Catalog To add a Gauge View to the report: In the Results tab for the report, select Gauge from the Add View drop-down list:
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The Gauge layout page is shown In the Gauge drop-down list, select Dial In the Size drop-down list, select Small. In the Measure drop-down list, select Gross Profit The Gauge appears as below:
Click the Gauge Canvas Properties button at the top of the Gauge view page. It opens the Gauge Canvas Properties dialog: In the Title section, select Override default. Click OK at the top of Gauge View Page to add it to the Compound Layout
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Save the request with the same name To add a Chart View to the report: In the Results tab for the report, select Chart from the Add View drop-down list:
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The Chart layout page is shown By default, charts display as a Vertical Bar
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Select the y-axis box for the Billed quantity measure. Click the Redraw button at the bottom. Notice that the chart redraws with a legend for measures
Click the General chart properties icon (first icon from the left). Click the Custom Title box. Enter Billed Quantity vs Region, then click OK
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Explore some of the other options in the Axis Titles & Labels dialog box (second icon from the left):
NOTE: For example, you can toggle whether scale labels displays on the axes and set orientation guidelines for your labels. In addition, you can set overrides for the default data format on measures. Click the Additional Charting Options icon
44 Click the Borders & Colors tab. Click the color box for Background Color and, in the Color Selector dialog box, select light green from the palette and click OK In the Additional Charting Options dialog box, click the Grid Lines tab and set the major grid line color to white and the minor grid line color to light gray, using the same method as described in the previous step Click OK to apply your changes
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Click OK to add it to Compound Layout Now the report has Table, Chart and Gauge Views (Chart not fully visible here):
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In the Results tab, pick Pivot Table in the Compound Layout View menu
This opens the Pivot Table Layout window: NOTE: Measure labels for the measures in your query appear in blue as columns in the pivot table. Row headings for the dimensional attributes in your query are displayed in gray as rows by default. The measures are displayed at the intersection of the rows and columns.
Drag the Brand Category column below the Measure Labels in the Columns area:
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Select Compound Layout from the View drop-down menu. Click the Add View link and select Pivot Table to add the Pivot table view to the Compound Layout view:
The Pivot table is added at the bottom. Drag the Pivot Table and place it above the Table Select Compound Layout from the View drop-down menu The report now appears with the Pivot Table view added:
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Save this Request as Region Pivot Table in Shared Folders > Sales Test Catalog
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The Column Selection Layout window appears Select the Include Selector option in Column 3, currently Profit:
In the selection pane on the left, click the following columns to make them available in the Column Selector: Brand,Region:
The Column Selector in the Results pane should look like this:
Select Compound Layout from the View drop-down menu. Click the Add View link and select Column Selector to add the Column Selector view to the Compound Layout view:
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Drag the Column Selector view above both Pivot Table and Table views : In the Column Selector, select Brand. Your Compound Layout view should look like this:
Note that when Brand is selected in the Column Selector, and both the Pivot Table and the Table displays values for Brand Delete the Table view (from the Compound Layout view) Save the request with the same name
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From the View drop-down menu, select Other Views > View Selector
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The View Selector design workspace is displayed Select Table, Gauge and Chart in the Available Views field, using Ctrl+Click to select multiple views Click the Move Right icon to add them to the Views Included field
Use the View drop-down menu to go to the Compound Layout view Add the View Selector view using the Add View button
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55 Allows you to explore and interact with information Allows you to present and visualize information using charts, pivot tables, Gauges etc Allows you to save, organize, and share the results Allows you to build requests that you can integrate with other content in Oracle BI Interactive Dashboards
Oracle BI Dashboards
Oracle BI Interactive Dashboards Overview
A dashboard consists of one or more pages, which appear as tabs across the top of the dashboard. It provides personalized views of corporate and external information. Pages can display anything that you can access or open with your Web browser, such as saved Oracle BI requests, alerts from Oracle BI Delivers, images, charts, tables, text, and links to Web sites and documents. It provides you with a rich, interactive user experience by providing information that is filtered and personalized to your identity or role; making information intuitive and easy to understand; and guiding you to precise and effective decisions. Web Catalog: The Web catalog is a listing of all saved content: prompts, analyses, and dashboard pages. After a dashboard is built, you and other users interact with the dashboard by selecting prompted values and filtering data; clicking charts or tables to drill down to more detail; changing the sort order or sort direction of columns; clicking to move within context to a different analysis by passing constraints automatically with the click; or even selecting different columns to display. Dashboards are flexible information containers. In addition to business intelligence content created with Oracle BI Answers, you can embed a corporate portal, a Web page or image on the Internet or intranet, a Word document, or even an Excel workbook.
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In the Activities section, select Manage Interactive Dashboards: The Manage Dashboards page appears.
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Click Create Dashboard The Create Dashboard page appears. Enter a shared folder location and name for the dashboard, and the name of the user or group that can modify the dashboard.
Click Finished. The dashboard appears in the list of dashboards for the assigned folder.
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Click Finished Exit Oracle BI Presentation Services Administration, and navigate to Oracle BI Dashboards. The name of the new dashboard appears at the top of the screen.
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To add a new page to a dashboard, click the Add Dashboard Page button near the top of the Dashboard Editor.
Enter a name and a description for the dashboard page and click OK. The new Page will be added to the Dashboard
61 Click the Add Column button near the top of the Dashboard Editor:
To set the properties of a column, click the Properties button of the column The Column Properties window appears and you can set column properties as desired:
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64 You can add text links and image links to a dashboard, and specify what should happen when a user clicks them. You can also add an image or text only, without any links. Embedded Content Embedded content is any content that appears within a window (called a frame) inside the dashboard, as opposed to content that is accessed by clicking a link. Examples include reports, Excel charts, documents, Web sites, tickers from Web sites, and so on. Folder You can add a view of a Presentation Catalog folder and its contents, such as saved requests, to a dashboard. You can open the folder in the dashboard, navigate to a saved request, and click it to run it. Guided Navigation Link It allows users to see and analyze related issues by navigating to a related set of results, another dashboard, or a URL from one report. Guided navigation links can be static or conditional. Static links always appear. Conditional links appear only if results meet certain criteria. Briefing Book You can store a static snapshot of dashboard pages or individual requests in one or more briefing books. You can then download and share briefing books for viewing offline. For dashboard pages that are saved in briefing books, use the Briefing Book navigation link object to include navigation links to other requests or dashboard content for use in offline analysis.
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Then use the Properties dialog box of an object to set its properties.
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When you are done, click the Finished button to return to the Dashboard Editor. Dashboard Properties settings include: Hiding the dashboard Setting a default style Providing a description of the dashboard Hiding dashboard pages
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When you select the column to be used to populate the prompt from the selections pane on the left, a prompt will be created:
Set the required properties and save the prompt to MyFolders > Quantity Dashboard Prompt The columns in the request to which this prompt is to be applied must have the filter condition set to Is Prompted (Adding Prompts to reports will be covered in later sections)
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Create a new Dashboard (as discussed in previous sections) and name it Top 2 Regions in Quantity It will be listed in the top of the Dashboards Page as shown below:
Click on the Top 2 Regions link to navigate to the Top 2 Regions Dashboard as shown below:
To add content, click Page Options > Edit Dashboard as shown below:
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Locate the saved request - Top 2 Regions in Quantity report from the list of saved content on the left pane and drag it into the newly added Section:
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Click Save to save the Dashboard settings The report appears on the Dashboard as shown below:
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Add a column to the page by clicking the Add Column button on the top bar The new column is added to the page
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Add a new Section to the column from the Dashboard Objects list:
Locate the saved request - Top 2 Regions in Chart and guage views Report from the list of saved content on the left pane and drag it into the newly added Section:
You will be taken to the Top 2 Regions Dashboard. The top 2 charts in Guage and chart view report is now added to the Dashboard and the new column is visible:
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Oracle BI Dashboards Example 3 (Report with Pivot Table with Column Selector)
We will add the saved Answers request - Region Pivot Table created in the Answers section of this session to a new page on the Sales Test Dashboard: Click Page Options > Edit Dashboard to go to the Dashboard Editor:
Add a new page to the Dashboard by clicking the Add Page button on the top bar:
In the Add Dashboard Page, Enter the name of the page as Pivot with Column Selector and click OK:
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The new page is added to the Dashboard and it becomes the page being Edited:
Locate the saved request - Region Pivot Table from the list of saved content on the left pane and drag it into the newly added Section:
Select the Default Compound View for the report form the report Properties menu and Show View submenu:
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Click Save to save the dashboard settings You will be taken to newly added dashboard page
The Region Pivot Table along with the Column Selector appears as shown below:
Now we will rename the page 1 Dashboard page to Overview Click Page Options > Edit Dashboard to go the Dashboard Editor Click on the Dashboard Properties icon on the top left of the Editor:
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Click the Rename icon in the Operations column of the Dashboard Pages section in this page as shown below:
78 Enter Name as Overview and click Update button on the top right portion of the window Click Finished in the Dashboard Properties page The Dashboard Editor page appears. Notice that the first page has been renamed to Overview:
Add a new page to the Dashboard by clicking the Add Page button on the top bar and following the steps shown in Example 3. Name the new page Report with View Selector The Dashboard Editor for the new page is shown below:
79 Locate the saved request - View Selector from the list of saved content on the left pane and drag it into the newly added Section:
The Top 2 Regions dashboard with the View Selector appears as shown below:
From the View Selector, select Chart. The display changes to show the Chart:
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Open the Dashboard Editor for the Prompt Page in the Quantity Dashboard Add the Quantity prompt Repot and Quantity Dashboard Prompt from Saved Folders:
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Summary
This course covered Identify and describe fundamental Oracle Business Intelligence terms and concepts Identify and describe components of the Oracle Business Intelligence architecture Use the BI Answers to create Ad hoc requests Use BI Dashboards to view and organize Answers requests
Thank You
Thank you for joining us today in this Oracle Business Intelligence User Training
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