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Module 4

Oracle BI User Interface

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Objectives
Understand various components of Oracle BI user
interface
Understand Oracle BI Answers, Dashboards and
Delivers
Use Oracle Answers to construct, modify, and save
BI requests
Navigate a Oracle BI Intelligence Dashboard

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2008 Oracle Corporation Proprietary and Confidential

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Oracle BI User Interface

Interactive
Dashboards

Reporting &
Publishing

Ad-hoc
Analysis

Proactive
Detection
and Alerts

Disconnected
Analytics

MS Office
Plug-in

Web
Services

Intuitive, self serve application that allows users to

access analytical content within the Oracle BI solution
Primarily consist of interactive Dashboards, Oracle
Answers, Oracle Delivers and Administrative pages
Interactive dashboards are dynamic pages, prebuilt to user
requirements and shared among select group of users
Answers provides a self serve ad-hoc analytics environment
Delivers allows users to schedule and deliver prebuilt
requests based on time or events
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2008 Oracle Corporation Proprietary and Confidential

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Intelligence Dashboards
Are pages in a Oracle BI application used to display:
Results of one or more saved Oracle BI requests
Other content items, such as
Links to Web sites
ActiveX objects
HTML text
Links to documents
Embedded content: images, text, charts, tables
Are provided in Oracle BI applications
Can be created by Oracle BI users or application developers
Can be shared by common groups of users
Can be modified based on personal preferences and business needs

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2008 Oracle Corporation Proprietary and Confidential

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Accessing Intelligence Dashboards

To access Intelligence Dashboards, visit the application URL
(http://<host name>/analytics) and enter your login information
The application opens up with default dashboard (My
Dashboard)

Other dashboards that

user has access to
appear in the top list

Dashboards display
request results and
embedded content

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2008 Oracle Corporation Proprietary and Confidential

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Dashboards Objects
Page Tabs

Embedded
folder
structure

Other links

Column Selector

Report views

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2008 Oracle Corporation Proprietary and Confidential

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Dashboard Prompts
Allows users to filter the information on the entire dashboard with
a single selection
Can be applied on a single page or entire dashboard

Dashboard Prompts

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2008 Oracle Corporation Proprietary and Confidential

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Accessing Saved Dashboards

Select Dashboards tab to access saved dashboards
in Oracle Answers
Dashboards
can be saved in
personal and
shared folders

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2008 Oracle Corporation Proprietary and Confidential

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Viewing Intelligence Dashboard Detail

Click to
drill down
Dashboard
displays detail
data
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Viewing Different Data or View

Select the available column / view from the drop down
Select from
drop down

Displays
selected
column

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Viewing Embedded Requests

Click Modify button to view requests embedded in
dashboards

Click Modify
button

Request opens
up in Answers

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2008 Oracle Corporation Proprietary and Confidential

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Dashboard Page Options

Allows additional interactive options
Save selections and apply saved selections, bookmark etc.
Edit Dashboard link allows users to modify the dashboard
content (Depending on the privileges)

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Additional Dashboard Links

More Products
Provides access to
additional components
licensed

Setting
Provides access to
Administration and My
Account pages

Links
Print, Refresh and Add
to Briefing Book

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2008 Oracle Corporation Proprietary and Confidential

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Administration
User interface to perform administrative tasks,
accessible for OBI presentation services administrator
Install
information for
your solution

Administrative
Tasks

Marketing Server
Administration

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2008 Oracle Corporation Proprietary and Confidential

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Oracle Answers
Is the Oracle BI user interface used to query an
organizations data
Provides a set of graphical tools to create and execute
requests for information
The left pane displays
the content available to
build a requests

The right pane displays the

selected content and tabs
for working with requests

Content is organized into

virtual tables and columns
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Starting Oracle Answers

Can be accessed from the Answers link within the
OBI application

My Dashboard
screen appears
after entering
login credentials

Click
Answers link
to navigate
Answers

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Subject Areas
Contain information about the areas of your
organizations business
Have names that correspond to the type of
information they contain

Browse saved
requests

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Select a
subject area
to create a
new request

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Creating Requests in Oracle Answers

Steps for creating requests in Oracle Answers
include:

Starting a request a request

Creating/Modifying request criteria
Changing column order
Displaying request results
Modifying results layout
Adding filters to requests
Saving a request

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Constructing a Request
Select (Click) columns from presentation folders in the
selection pane to create request criteria
Expand virtual
table folder to
display columns
Click columns to
select request
criteria

Request criteria is
displayed in the
workspace

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2008 Oracle Corporation Proprietary and Confidential

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Modifying Request Criteria

Click appropriate icons
to modify the request

Format column
Edit column properties to control appearance and layout
Edit formula
Add a new function, such as ranking or moving averages
Add filter
Limit data that appears in a column
Remove column
Remove a column from the request criteria
Order by
Determine sort order (ascending or descending)
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Changing Column Order

Drag and drop columns to change column order

Drag a column to
another location to
reorder the columns

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Displaying Request Results

Click Results tab or Display Results button on the
request

Results are
displayed in
compound layout
format, includes
the Title and
Table views

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Modifying Results Layout

Change views to control appearance of results

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Adding Filters to Requests

Filters limit request results
Example: Limit the results of a request to list Regional Sales
comparison for years after 2001

Filters can be
saved and reused

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Creating and Editing Filters

Use Create/Edit Filter dialog box to create and edit
filters
Select values

Add Filter

Add values
Click OK
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Saving a Request
Use Save Request to save a request in a personal or
shared folder

Click Save Request button to

open Choose Folder window

Choose personal
or shared folder

Create a
new folder

Provide name
and description

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Summary
This module showed you:
Various components of Oracle BI user interface
Details of Oracle BI Answers, Dashboards and
Delivers
Navigate a Oracle BI Intelligence Dashboard
How to use Oracle Answers to construct, modify,
and save BI requests

For Oracle employees and authorized partners only. Do not distribute to third parties.
2008 Oracle Corporation Proprietary and Confidential

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For use by Oracle employees and authorized partners only.

Do not distribute to third parties.

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