Oracle BI 11g R1: Create

Analyses & Dashboards for

End Users

Student Guide
D79546GC10
Edition 1.0
November 2012
D79696
Copyright 2012, Oracle and/or its affiliates. All rights reserved.
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Authors
Jim Sarokin
Scott Silbernick
Technical Contributors
and Reviewers
Dan Hilldale
Lea Shaw
Abhinav Agarwal
Lawrence Hand
Nikki Sanger
Phillip Scott
Kasturi Shekhar
Scott Silbernick
Jacques Vigeant
Gerry Langton
Serge Charade
Editors
Smita Kommini
Anwesha Ray
Graphic Designer
Rajiv chandrabhanu
Publishers
Syed Imtiaz Ali
Sujatha Nagendra
Joseph Fernandez

iii
Contents




1 Course Introduction
Lesson Agenda 1-2
Instructor and Class Participants 1-3
Training Site Information 1-4
Course Audience 1-5
Course Goal 1-6
Course Objectives 1-7
Course Methodology 1-8
Course Agenda 1-9

2 Introduction to Oracle Business Intelligence Enterprise Edition
Objectives 2-2
What Is Business Intelligence? 2-3
Oracle Business Intelligence Foundation Suite 2-4
Oracle BI Architecture Components 2-5
Presentation Services 2-6
Oracle BI Presentation Server and Catalog 2-7
Oracle BI Server 2-8
Oracle BI Repository 2-9
Data Sources 2-10
Sample Analysis Processing 2-11
Signing In to Presentation Services 2-12
Oracle BI Enterprise Edition Home Page 2-13
Global Header 2-14
Administering Objects in the Presentation Catalog 2-15
Searching the Catalog 2-17
Summary 2-18
Practice 2: Overview 2-19
Quiz: Overview 2-20
Quiz 2-21

3 Working with Oracle Business Intelligence Analyses
Objectives 3-2
Oracle Business Intelligence Analysis Editor 3-3
Key Terms 3-4

iv
Subject Areas 3-5
Columns 3-6
Hierarchies 3-7
Oracle Business Intelligence Analysis 3-9
Creating and Editing Analyses 3-10
Analysis Editor 3-11
Subject Areas and Catalog Panes 3-12
Analysis Editor Tabs 3-13
Working with Analyses in Oracle Business Intelligence 3-14
1. Construct an Analysis 3-15
1. Construct an Analysis (Multiple Subject Areas) 3-16
2. Modify Analysis Criteria 3-17
2. Modify Analysis Criteria (Sorting Columns) 3-18
2. Modify Analysis Criteria (Formulas) 3-19
2. Modify Analysis Criteria (Style) 3-21
2. Modify Analysis Criteria (Column Format) 3-22
2. Modify Analysis Criteria (Data Format) 3-23
2. Modify Analysis Criteria (Conditional Format) 3-24
2. Modify Analysis Criteria (Interaction) 3-25
3. Change Column Order 3-26
4. Display Analysis Results 3-27
5. Save an Analysis 3-29
Advanced Formatting 3-30
Saving Column Settings as Systemwide Defaults 3-31
Copying and Pasting Formatting Attributes 3-32
Using a Saved Analysis as a Style Template 3-33
Customized Date and Time Format Strings 3-34
Applying a Customized Format String to a Column 3-35
Summary 3-36
Practice 3: Overview 3-37
Quiz: Overview 3-38
Quiz 3-39

4 Filtering Data for Analyses
Objectives 4-2
Using Filters to Limit Data in Analyses 4-3
Creating and Editing Filters 4-4
Grouping Filters 4-7
Dynamic Filtering 4-8
Using a Saved Analysis as a Filter 4-9
Drilling and Filters 4-10

v
Applying Named Filters 4-11
Analysis Prompts 4-12
Adding an Inline Prompt to an Analysis 4-13
Defining Prompt Properties 4-14
Multiple Column Filter Prompts 4-15
Summary 4-16
Practice 4: Overview 4-17
Quiz: Overview 4-18
Quiz 4-19

5 Modifying and Formatting Views in Analyses
Objectives 5-2
Oracle Business Intelligence Views 5-3
Descriptions of Views 5-4
View Editors 5-5
Compound Layout Pane 5-6
Working with Views in Compound Layouts 5-7
Creating and Copying Compound Layouts 5-9
Views Pane 5-10
Descriptions of Graph Views 5-12
Graph Editor 5-13
Graph Properties: General 5-15
Graph Properties: Style 5-16
Graph Properties: Scale 5-17
Graph Properties: Titles and Labels 5-18
Formatting Graphs by Position 5-19
Formatting Graphs Conditionally 5-20
Summary 5-21
Practice 5: Overview 5-22
Quiz: Overview 5-23
Quiz 5-24

6 Working with Views in Analyses
Objectives 6-2
Performing Common Tasks in Views 6-3
Previewing How Views Appear in Dashboards 6-4
Specifying Totals 6-5
Managing Aggregation 6-6
Combining Values into Bins 6-7
Creating Bins: Add Bins 6-8
Creating Bins: Name and Configure Bins 6-9

vi
Specifying Table View Properties 6-10
Linking Master-Detail Views 6-11
Defining the Master View 6-12
Defining the Detail View 6-13
Creating and Modifying Additional View Types 6-14
Narrative View 6-15
Ticker View 6-16
View Selector View 6-18
Column Selector View 6-19
Trellis View 6-21
Renaming a View or Compound Layout 6-23
Summary 6-24
Practice 6: Overview 6-25
Quiz: Overview 6-26
Quiz 6-27

7 Showing Results with Pivot Tables
Objectives 7-2
Pivot Table Views 7-3
Analyzing and Displaying Data in Table and Pivot Table Views 7-4
Pivot Table 7-5
Creating a Pivot Table 7-6
1. Select Columns on the Criteria Tab 7-7
2. Click the Results Tab and Select Pivot Table View 7-8
4. Rearrange Elements as Necessary 7-10
Showing Results in Pivot Tables 7-12
Sorting 7-13
Member Sorting 7-14
Row Sorting with Innermost Column 7-15
Measure Sorting 7-16
Measure Sorting on the Column Edge 7-17
Using Hierarchical Columns 7-18
Hierarchical Columns 7-19
Overriding Default Aggregation Rules 7-20
Using Totals 7-21
Adding Formatting: Overall Appearance 7-22
Adding Formatting: Pivot Table Positions 7-23
Adding Formatting: Section Options 7-24
Adding Formatting: Showing a Section Once 7-25
Showing an Items Relative Value 7-26
Showing the Relative Value of an Item 7-27

vii
1. Duplicate the Measure 7-28
2. Rename the Duplicate Measure 7-29
3. Select the Show Data As Option 7-30
4. View the Results 7-31
Using Calculations in Pivot Tables 7-32
Building Calculations by Using Functions 7-33
Building Calculations by Using Formulas 7-34
Displaying Running Sums in Pivot Tables 7-35
Summary 7-36
Practice 7: Overview 7-37
Quiz: Overview 7-38
Quiz 7-39

8 Creating Oracle Business Intelligence Dashboards
Objectives 8-2
Dashboards 8-3
Dashboard Pages 8-4
Creating and Editing a Dashboard 8-6
Creating a New Dashboard from Global Header 8-7
Global Header: Setting Preferences for Your Default Dashboard View 8-8
Using Dashboard Builder 8-10
Using the Dashboard Builder Toolbar 8-11
What Can I Add to a Dashboard? 8-12
Adding Objects to a Dashboard Page 8-14
Dashboard Builder Tools Toolbar Layout 8-15
Tools Toolbar: Dashboard Properties 8-16
Dashboard Properties: Dashboard Report Links 8-18
Dashboard Properties: Dashboard Page Controls 8-19
Tools Toolbar: PDF and Print Properties 8-20
Tools Toolbar: Page Report Links 8-21
Tools Toolbar: Prompts Buttons on Current Page 8-23
Tools Toolbar: Allow Saving Personal Customizations 8-24
Tools Toolbar: Publishing Dashboard Pages 8-25
Exploring Dashboard Object Properties 8-26
Exploring Column Properties 8-27
Exploring Section Properties 8-28
Exploring Section Properties: Arranging Sections Horizontally 8-30
Exploring Section Properties: Controlling the Drilldown Display 8-31
Section Properties: Conditions 8-32
Section Properties: Adding an Inline Condition for an Analysis 8-34
Section Properties: Adding an Inline Condition for a KPI 8-36

viii
Section Properties: Adding a Named Condition 8-39
Section Properties: Formatting and Renaming 8-41
Miscellaneous Dashboard Page Functionality 8-42
Page Options Toolbar: Creating Personal Customizations 8-43
Page Options Toolbar: Creating Shared Customizations 8-44
Page Options Toolbar: Creating Links to Dashboard Pages 8-45
Page Options Toolbar: Adding Content to a Briefing Book 8-47
Summary 8-48
Practice 8: Overview 8-49
Quiz: Overview 8-50
Quiz 8-51

9 Configuring Oracle Business Intelligence Dashboards
Objectives 9-2
Dashboard Objects 9-3
Alert Section 9-4
Action Link and Action Link Menu 9-5
Link or Image 9-7
Embedded Content 9-9
Text 9-10
Text: ActiveX 9-11
Text: Scripts 9-12
Text: Audio 9-13
Folder 9-14
Summary 9-15
Practice 9: Overview 9-16
Quiz: Overview 9-17
Quiz 9-18

10 Creating Dashboard Prompts and Variables
Objectives 10-2
Variables 10-3
Session Variables 10-4
Repository Variables 10-5
Presentation Variables 10-6
Request Variables 10-7
Referencing Variables 10-8
Syntax for Referencing Variables 10-9
Dashboard Prompts 10-11
Dashboard Prompts: Column Prompts 10-12
Dashboard Prompts: Other Prompts 10-13

ix
Adding a Named Column Prompt to a Dashboard 10-14
1. Create a New Named Column Prompt 10-15
2. Select the Prompt Type 10-16
3. Select the Subject Area and Column 10-17
4. Select the Operator and Other Options 10-18
5. Save the Prompt 10-22
6. Preview the Prompt 10-23
7. Add the Prompt to the Dashboard 10-24
8. Set the Scope for the Dashboard 10-25
9. Test the Results 10-26
Adding a Hidden Named Prompt to a Dashboard 10-28
1. Edit Dashboard Properties 10-29
2. Navigate the Catalog to Locate the Named Prompt 10-30
3. Test the Results 10-31
Creating a Second Prompt Page 10-32
1. Add a New Prompt to an Existing Prompt Page 10-33
2. Insert a Page Break 10-34
3. Edit the Dashboard and Add the Prompt 10-35
4. Test the Results 10-36
Setting Preferences for a Prompt Page 10-38
Presentation Variables and Prompts 10-40
Request Variables and Prompts 10-41
Adding a Variable Prompt to a Dashboard 10-42
1. Add a Variable to an Existing Analysis 10-43
2. Create a New Variable Prompt 10-45
3. Select the Prompt Type 10-46
4. Define the Prompt Properties 10-47
5. Save the Prompt 10-48
6. Select the Dashboard 10-49
7. Add the Prompt to the Dashboard 10-50
8. Navigate the Catalog to Locate the Named Prompt 10-51
9. Test the Results 10-52
Applying Prompts with Default Values 10-53
Wiring Dashboard Prompts 10-54
Auto-Complete for Prompts 10-56
Enabling Auto-Complete for Prompts 10-57
Optional Apply and Reset Buttons for Prompts 10-58
Summary 10-59
Practice 10: Overview 10-60
Quiz: Overview 10-61
Quiz 10-62

x

11 Working with BI Composer
Lesson Objectives 11-2
BI Composer 11-3
BI Composer Modes 11-4
Examining BI Composer Components: Regular Mode 11-5
Examining BI Composer Components: Accessibility Mode 11-6
BI Composer Available Views 11-7
Creating an Analysis by Using BI Composer 11-8
Step 1: Setting Up BI Composer and Launching the Wizard 11-9
Step 2: Selecting the Columns 11-10
Step 3: Selecting the Views 11-11
Step 4: Editing the Table 11-12
Step 5: Editing the Graph 11-13
Step 6: Applying Sorts and Filters Sorting 11-14
Step 6: Applying Sorts and Filters Filtering 11-15
Step 7: Applying Conditional Formatting 11-16
Step 8: Saving the Analysis 11-17
Viewing the Analysis 11-18
Editing the Analysis 11-19
Editing the Analysis: Results 11-20
Practice 11: Overview 11-21
Summary 11-22
Quiz: Overview 11-23
Quiz 11-24