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Hands-On
Student Handbook
Table of Contents
Introduction ................................................................................................................................................ 5
Executive Summary ................................................................................................................. 5
Topics Covered in this Handbook ............................................................................................ 6
Accessing the Oracle Business Intelligence Cloud Service (Instructor led Demonstration) . 6
Getting Started ........................................................................................................................................ 14
Home Page ............................................................................................................................ 15
The Global Header ................................................................................................................. 15
Browsing the Catalog Manager .............................................................................................. 16
Workshop Goal........................................................................................................................................ 18
What Are Analyses? ................................................................................................................................ 19
Lab 1 - Creating a Simple Tabular Report .............................................................................................. 20
Create a New Analysis ........................................................................................................... 21
Compound Layout .................................................................................................................. 26
Lab 2 - Loading Data from External Data Sources (Instructor Led Exercise) ....................................... 27
Lab 3 - Modifying Table Properties (Instructor Led Exercise) .............................................................. 32
Demo 3.1 - Loading Data Via SQL Developer ........................................................................................ 38
Lab 4 - Integrating External Data Sources with the Enterprise Data Model (Instructor Led Exercise) 44
Lab 5 - Updating Analysis Using the Extended Data Model ................................................................... 54
Lab 6 - Adding a Treemap View to an Analysis ...................................................................................... 62
Lab 7 - Creating Interactive Dashboards ................................................................................................ 70
What are Dashboards? .......................................................................................................... 70
Dashboard Prompts ............................................................................................................... 70
What is the Dashboard Builder? ............................................................................................ 71
Dashboard Objects ................................................................................................................ 72
Making Changes to Your Layout ............................................................................................ 79
Adding Links Below Reports .................................................................................................. 80
Oracle Mobile BI (Optional User Labs) ................................................................................................... 82
Topics Covered ...................................................................................................................... 82
Oracle BI Mobile Overview .................................................................................................... 82
Downloading the Software from App Store ............................................................................ 83
Connecting your iPad to the Workshop ................................................................................. 83
Navigating to the Workshop Dashboard ................................................................................ 89
BICS Challenge (Extra Credit User Labs) ............................................................................................... 96
Using Recommended Visualization ....................................................................................... 96
Using Best Visualization ........................................................................................................ 97
Create an OLAP Style Report .............................................................................................. 100
Performance Tiles ................................................................................................................ 106
Gauges ................................................................................................................................. 113
Introduction
Welcome!
Oracle Business Intelligence Cloud Services (BICS) is a comprehensive portfolio of analytics offerings built for
and deployed in the cloud, enabling fast, flexible analysis of any data from any source, including cloud, onpremises, traditional and big data. Built on proven, industry-leading Oracle Business Intelligence and
database technologies and the Oracle Cloud infrastructure, BICS delivers massive scalability, high availability,
state of the art security, operational simplicity, and elastic scaling. This combination of proven technologies,
world-class infrastructure, broad data access, and deep analytic capabilities makes BICS a unique solution
that serves every user, from data scientists and IT to line-of-business users.
The goal of todays workshop is to introduce you to Oracle Business Intelligence Cloud Services by building
the dashboard shown below:
At each stage we encourage you to go off-road and insert your own content, create more visualizations and
calculations and experiment with the fluid dashboard-building and report creation process of Oracle Business
Intelligence Cloud Services.
Executive Summary
This workshop is designed to provide an initial introduction of Oracle Business Intelligence Cloud Service from
a Business Users perspective. Assuming the role of a Sales Executive, we'll examine how easy it is to move
your personal spreadsheet files to the cloud and integrate it with the corporate information available.
There are several user labs that can be run directly by each attendee. However, there are three labs that need
to be run by the instructor since modifying the underlying tables and the model cannot be done concurrently by
all users attending the workshop.
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Accessing the Oracle Business Intelligence Cloud Service (Instructor led Demonstration)
There are several ways to access BICS. You will become familiar with these options as you proceed through
the workshop. Please note that the specific URLs referenced throughout this Student Handbook may
be different for your workshop. Your Instructor will provide specific URLs for your workshop.
You can access BICS by going to: https://cloud.oracle.com and click on Sign In
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From the My Services section select your data center and sign in
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You can see storage usage and activity by different users on this page
Click on the businessintelltrialXXXX (Business Intelligence) link
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You can see service status and other usage data on this page.
If you click on the Service Instance URL you will be taken to the Oracle Business Intelligence home
page. This is one way to get there.
Click on Open Service Console at the top right of screen.
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As a System Administrator you can perform user maintenance and backup/restores from here.
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You can access a variety of functions here to enhance your BI cloud environment.
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Getting Started
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Home Page
When you login you will default to the BICS Home page.
The Oracle BICS Home page provides you with an intuitive, task-based entry way into all of BICS key
functionalities. The Home page is divided into sections that allow you to quickly begin a specific task, locate
an object, or access technical documentation. You can always access the Home page by clicking the Home
link on the global header. From the home page you can quickly:
Create new content starting with the Create section in the upper left
Browse existing reports, dashboards, scorecards etc.
Review end user documentation in the Get Started section
Open or edit your own private recently accessed content
Open or access the overall most popular content that you have visibility to
The global header, shown above contains links and options that allow you to quickly begin a task or locate a
specific object within the Oracle BI Presentation catalog. Many of the options that are available via the global
header are also available within the Home page.
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The advantage of the global header is that it is always available from the user interface. When you are viewing
a dashboard or working within one of the task editors, you can use the global header to quickly begin a new
task, search the catalog, access product documentation, or view a different object without having to return to
the Oracle BI EE Home page.
Click on the Go icon to the right of where you typed Top Products.
You are now in the Catalog Manager, where you can perform a variety of maintenance activities, depending
on the type of object you have accessed.
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On the bottom of the screen, click on the arrow icon to the left of Preview. You can see what the report looks
like without editing it.
Click on the Folder icon in the upper left, to the left of the binoculars. You can now browse all of the folders
you have access to. Now that you know how to find saved reports and other objects, lets create our first
report.
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Workshop Goal
By the end of this workshop you will have created the following dashboard shown below:
This dashboard includes the analyses that well create throughout the day.
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When you start a new analysis, your screen will resemble the screenshot above.
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In the first exercise, we will get acquainted with how to build a query and use the Layout Editor and Selection
Steps to further refine our report.
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Select Analysis
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We are now in the Analysis Designer. Here we can select from the list of attributes and metrics that are
available in the Subject Area.
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By default, a Title and a Table view with the results will be added to the Compound Layout section of
the Analysis
Lets save the current version of the analysis in My Folders.
Click the Save As on the upper right of the screen.
1. Locate My Folders
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Compound Layout
When we started creating this analysis we were on the Criteria tab. Once we clicked on the results tab we
entered what we call the Compound Layout. We call it that because we can add multiple views to a request
and we can view them all in the Compound Layout. Views or visualizations are objects such as, a graph, a
pivot table, gauge, ticker, etc. So a single analysis can have multiple types of visualizations and then users
can arrange them in compound layout. Notice that we can tell where we are in Compound Layout by the label
directly above our report.
When you create a new analysis, by default you have two views a Title view and a Table view. These view
objects are moveable and well learn more about that later in the workshop.
From here you can continue on to do a number of things. For example, you can go to the home screen
where you will see this report under Recent. You can view the catalog and browse through shared and
private folders. You can start a new analysis by selecting New from the header bar or open a previously
saved report.
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Click on Upload
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Click Next
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You see the table created and the number of records added.
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In this section we will leverage the database capabilities to change the data type of an attribute in the newly
created RETURNS_DATA table. In the previous lab we loaded an Excel file with a field called bill_day_dt. We
now need to change its data type to Date.
https://cloud.oracle.com/sign_in
From My Services, select US Commercial 2 from the Data Center drop down list.
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Click on the businessintelltrialXXXXdb (Database) link in the lower left side of screen
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Click on the Service Instance URL on the bottom right of the screen.
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Click on the Modify Column tab on the upper right hand pane of the screen
From the Column drop down list make sure BILL_DAY_DT is selected
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Click Next
Click Finish
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In this example we have a connection to the Human Resources database (HR) and a Cloud connection called
ES BICS. To build reports in the cloud instance we need to copy the tables from the source (HR) to the target
(ES BICS)
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Click on the Data check box in the Cart pane. This transfers the data in addition to the table
structure to the cloud.
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Click on the Cloud icon in the menu bar of the Cart pane. This will start the transfer process
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To see the results click on the Deployments icon in the left pane under the ES BICS cloud connection
On the top right of the screen you will see the results.
Look for the status field to show PROCESSES. This means the transfer was successful.
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Lab 4 - Integrating External Data Sources with the Enterprise Data Model
(Instructor Led Exercise)
In this section we will use the data modeler to integrate the returns data table in the current model.
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Click on Lock the model to edit it on top left of screen. This makes sure no one else can change
the model while we are working on it.
Click OK
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Notice the RETURNS_DATA table now appears under the Fact Tables section.
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Click on the Publish Model button in upper right corner of the screen
Select Publish and Unlock
You will see a message that the model has been successfully published.
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Get back to BICS Home Page to continue with the next User Lab.
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Click on My Folders
Locate the Brand Revenue Analysis created in Lab 1.
Click on Edit
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We will now create a Global Variable. The difference between a calculation and a global viariable is
that a Global Variable can be created once and used by everyone else vs. a calculation which is local
to the report in which it is created.
Click on Variable
Select Global
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Set the below properties into the New Global Variable box.
o
o
o
o
Name: Returns_Revenue_Ratio_XXX (Replace XXX with your 3 letter initials to differentiate this variable from
variables created by other users)
Type: Text
Value:
("Return Metrics"."RETURNS" / "Revenue Metrics"."# of Orders") *100
Click OK.
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Click on Save As
Select My Folders
Save the report as Brand Returns Revenue Ratio
Click OK
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Click on the icon (New View) in the toolbar at the top of the Compound Layout pane.
Select Treemap
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A default Treemap view is added based on the data present in the current analysis.
Click on the pencil icon in the upper right of the chart to edit the view.
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Drag Year and Brand from the Group By section to the Excluded section.
Disregard the warning message. It will be fixed in the next step
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Click on the Treemap View Properties icon directly above the Treemap
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Locate the Brand Returns Revenue Ratio report and click on Open.
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You will now see the report without having to open it using the Analysis Designer.
Click on the Home link from the top menu to prepare for the next User Lab.
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Text
Links to documents
When you open a dashboard, the content of the dashboard is displayed in one or more dashboard pages.
Tabs identify dashboard pages across the top of the dashboard. A toolbar at the top right contains buttons
that let you:
Edit the dashboard, if you have the appropriate permissions and privileges.
Display various options for working with a "Dashboard page", such as printing the current page,
refreshing, Create Bookmark Link, etc.
Dashboard Prompts
Summary
A prompt created at the dashboard level is called a named prompt because
the prompt is created outside of a specific dashboard and is stored in the
catalog as an object, which can then be added to any dashboard or
dashboard page that contains the columns that are specified in the prompt.
Named dashboard prompts provide reusability because you can create one
prompt and use it many times, and when the prompt object is updated and
saved, those updates immediately appear in all dashboards where the
prompt is used.
A named prompt is a specific kind of filter that, when created, saved, and
applied to a dashboard or dashboard pages, can filter all or some of the
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Dashboard Objects Items that are used only in a dashboard. Examples of dashboard objects are
sections to hold content, action links, and embedded content that is displayed in a frame in a
dashboard.
Catalog Objects Objects that you or someone else has saved to the Oracle BI Presentation
Catalog (for example, analyses, prompts, and so on) and for which you have the appropriate
permissions.
In a dashboard, the results of an analysis can be shown in various views, such as a table, graph, and gauge.
(The results of an analysis are the output that is returned from the Oracle BI Server that matches the analysis
criteria.) Users can examine and analyze results, save or print them, or export them to a spreadsheet.
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Dashboard Objects
In order to add content to a Dashboard we need to choose objects from the Dashboard Objects pane or the
Catalog pane.
Dashboard Objects Pane
Use the Dashboard objects pane to select the dashboard objects that you want to include on a dashboard
page and drag and drop them to the Page Layout area which is located on the right side of the screen.
Below is a listing of the objects and a description:
Column
Used to align content on a dashboard. (Sections within columns hold the actual content.)
You can create as many columns on a dashboard page as you need. Note that the
columns used in the Dashboard builder are not related to the columns used in the Analysis
editor.
Section
Used within columns to hold the content, such as action links, analyses, and so on. You
can drag and drop as many sections as you need to a column.
Action Link
Used to add an action link. An action link is a link that you embed in an analysis,
dashboard page, or KPI that, when clicked, runs an associated action.
Used to add an action link menu. An action link menu let users choose, from a list of action
links, the right action to be executed.
Text
Folder
Used to add a view of a Catalog folder and its contents. For example, you might add a
folder that contains a collection of saved analyses that you run frequently. Then from the
dashboard, you can open the folder, navigate to a saved request, and click it to run it.
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Catalog Pane
Use this pane to add objects from the Oracle BI Presentation
Catalog to analyses, dashboards, and so on. The objects
available for you to add depend on the task that you are
performing. For example, if you are creating:
A dashboard, you can add objects that are appropriate to add
to a dashboard (such as pages, columns, analyses, and
prompts) and for which you have appropriate permissions.
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Drag a Column from the list of dashboard objects on the left side to the dashboard content pane on
the right
Drag a second column object to the right side of the first one
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In the Catalog Expand Company Shared > SampleApp > Sample Reports folders
Drag Tiles Analysis inside and at the top of column2 of the dashboard. This will create Section 2 in
Column 2 of the dashboard.
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In the Catalog Pane expand Company Shared > SampleApp > Sample Reports folders
Drag the Geo Products Analysis inside the same column and under the Tiles Analysis.
In the upper right corner, click on Save and then Run.
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Turn on Customize
Then click to turn on the options you like
Click Ok
Save your dashboard
Run
You can now see the links under each section of the dashboard, which allows users to modify the
reports.
Congratulations!
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viewing. Alternatively, users can also choose to clear all customizations applied on a dashboard page, and
view it in its original state.
Customized Startup Experience. Users can set the default starting configuration on the iPad version of the
BI Mobile HD app - whether they want to begin with the Favorites or "Most Recent" or "Dashboards from
the Settings panel. Separately, there is a "first-time help" overlay screen is displayed when you launch the app
for the first time after installing it.
Offline Access: Oracle BI Mobile allows content to be saved for offline viewing and sharing. When online,
users can refresh saved offline content and share via e-mail with other users. A fine-grained security privilege
also allows administrators to grant or revoke the ability to save offline content for users, roles or groups.
Simple access to any mobile capabilities can also be administered via user privileges
Change the Wi-Fi Settings on your iPad to the Clear Guess wireless network.
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Click Save.
Login to the BI Workshop application you just setup
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When you first access the application you will get the required resources downloaded
message. This only happens upon initial login.
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Get familiar with the application by clicking on the Application Menu icon, top right.
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Select My Folders
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Click on the New View icon, Select Recommended Visualization for and pick the visualization that
best fits your scenario. You can always remove it and add a new one.
Save this report in My Folders
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What if you wanted to see the results for California only and do not want to drill down through all the different
levels?
Instead of drilling down the All Geographies path, lets add a New Group and select exactly what you want to
see.
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Performance Tiles
Create a new analysis with the following items:
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In the Views section, bottom left, select Performance Tile and click on the Rename icon and call it
Performance Tile Revenue
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Lets create another performance tile for another measure in the report.
Click on the Performance Tile Revenue in the Views section and click on Duplicate View
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In the layout pane, from the Measures drop down menu list select Discount Ratio %
Press Done.
Following the previous steps, rename this to Performance Tile Discount Ratio %
Make a copy of this tile, and select Discount Value as the final measure and call the final performance
tile Discount value.
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You can also add conditional formatting by going to the properties of the tile. In this case we put a
condition to highlight revenue based on different values.
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Gauges
Create a new analysis using items below:
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Drag LOB to the Excluded section and press the Done button.
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Click on Results Tab. The resulting Analysis should look like this:
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Click on Edit Title and rename it to Annual Revenue by Product and Region
Add New View > Pivot Table
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Click Done.
The Pivot Table will look like this.
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Remove the Trellis and Pivot Table visualizations from the Compound Layout. Note, it does not
actually delete them from the analysis, just hides them from the Compound Layout.
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In the dropdown under Select View, select Pivot Table. It will look like this:
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Appendix A
Components of the Create Analysis Screen
Types of Columns:
Attribute Column: Holds a simple list of members,
which function as attributes, similar to a dimension. This
is similar to a column in a table in a relational data
source.
Hierarchical Column: Holds a list in which individual
members are shown in an outline manner, with lowerlevel members rolling into higher-level members, and
outline totals being shown for the higher-level members.
It is similar to a hierarchy of a dimension in a
multidimensional data source.
Measure Columns: Holds a simple list of data values.
It is a column in an Oracle BI Enterprise Edition
repository, usually in a fact table, that can change for
each record and can be added up or aggregated in
some way. Similar to a column of data in a relational
data source. Examples include Revenue or Billed
Quantity.
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Appendix B
Available Visualization & Graphs
What Types of Visualizations (Views) Are Available?
View Name View Description
Title
Displays a title, a subtitle, a logo, a link to a custom online help page, and timestamps to the
results.
Table
Displays results in a visual representation of data organized by rows and columns. A table
provides a summary view of data and enables users to see different views of data by dragging
and dropping rows and columns.
Pivot Table
Displays results in a pivot table, which provides a summary view of data in cross-tab format
and enables users to see different views of data by dragging and dropping rows and columns.
Pivot tables structure data similarly to standard tables that contain column groups, but can
display multiple levels of both row and column headings. Unlike regular tables, each data cell
in a pivot table contains a unique value. By organizing data in this way, a pivot table is more
efficient than a row-based table. Pivot tables are ideal for displaying a large quantity of data,
for browsing data hierarchically, and for trend analysis.
Graph
Displays numeric information visually, which makes it easier to understand large quantities of
data. Graphs often reveal patterns and trends that text-based displays cannot. However, when
precise values are needed, graphs should be supplemented with other data displays, such as
tables.
A graph is displayed on a background, called the graph canvas.
Funnel
Displays results as a three-dimensional graph that represents target and actual values using
volume, level, and color. Typically, funnel graphs are used to graphically represent data that
changes over different periods or stages. For example, funnel graphs are often used to
represent the volume of sales over a quarter.
Funnel graphs are well suited for showing actual compared to targets for data where the target
is known to decrease (or increase) significantly per stage, such as a sales pipeline.
In funnel graphs, the thresholds indicate a percentage of the target value, and colors provide
visual information for each stage. You can click one of the colored areas to drill down to more
detailed information.
Gauge
Shows a single data value. Due to its compact size, a gauge is often more effective than a
graph for displaying a single data value
Gauges identify problems in data. A gauge usually plots one data point with an indication of
whether that point falls in an acceptable or unacceptable range. Thus, gauges are useful for
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Displays multidimensional data shown as a set of cells in a grid, where each cell represents a
subset of data using a particular graph type. Data can be represented with graphs, micro
charts, and numbers.
The trellis view has two subtypes: Simple Trellis and Advanced Trellis.
Simple trellis views are ideal for displaying multiple graphs that enable comparison of like to
like. Advanced trellis views are ideal for displaying spark graphs that show a trend.
A simple trellis displays a single inner graph type, for example a grid of multiple Bar graphs.
The inner graphs always use a common axis; that is to say, the graphs have a synchronized
scale.
An advanced trellis displays a different inner graph type for each measure. For example, a
mixture of Spark Line graphs and Spark Bar graphs, alongside numbers. In this example, the
Spark Line graph might show Revenue over time, and the Spark Bar graph might show Units
Sold. A measure column displaying numbers might be placed adjacent to the Spark Line
graphs, showing the Revenue measure as a total value for a year.
In an advanced trellis, each measure column operates independently for drilling, axis scaling,
and so on.
Performance
Tile
Displays a single aggregate measure value in a manner that is both visually simple and
prominent, yet it immediately reveals summary metrics to the user that will likely be presented
in more detail within a dashboard view.
Performance Tiles:
Focus the user's attention on simple, need-to-know facts directly and prominently on
the tile.
Communicate status through simple formatting by using color, labels, and limited
styles, or through conditional formatting of the background color or measure value to
make the tile visually prominent. For example, if revenue is not tracking to target, the
revenue value may appear in red.
Respond to prompts, filters, and user roles and permissions by making them relevant
to the user and their context.
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Filters
Displays the filters in effect for an analysis. Filters, like selection steps, allow you to constrain
an analysis to obtain results that answer a particular question. Filters are applied before the
query is aggregated.
Selection
Steps
Displays the selection steps in effect for an analysis. Selection steps, like filters, allow you to
obtain results that answer particular questions. Selection steps are applied after the query is
aggregated.
Column
Selector
Adds a column selector in the results. A column selector is a set of drop-down lists that
contain pre-selected columns. Users can dynamically select columns and change the data that
is displayed in the views of the analysis.
View Selector Adds a view selector in the results. A view selector is a drop-down list from which users can
select a specific view of the results from among the saved views.
Narrative
Displays the results as one or more paragraphs of text. You can type in a sentence with
placeholders for each column in the results, and specify how rows should be separated.
Static Text
Adds static text in the results. You can use HTML to add banners, tickers, ActiveX objects,
Java applets, links, instructions, descriptions, graphics, and so on, in the results.
Logical SQL
Displays the SQL statement that is generated for an analysis. This view is useful for trainers
and administrators, and is usually not included in results for typical users.
You cannot modify this view, except to format its container or to delete it.
Graph
Type
Bar
Graph Subtype
Vertical
Horizontal
Stacked
Vertical
Stacked
Horizontal
100% Stacked
Vertical
100% Stacked
Horizontal
Description
Styles
Rectangle
Triangle
Cylinder
Bar graphs are useful for comparing differences among like Diamond
items; for example, competing product sales, same product Gradient
sales over different time periods, or same product sales over Pattern Fill
different markets.
Can be used to compare measure columns by showing bars
in a horizontal or vertical direction.
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Graph
Type
Graph Subtype
Description
Line
Styles
Standard
Line
Stepped
Line
Curved
Line
Area
Stacked
100% Stacked
Pie
Line Bar
Standard
Stacked
Plots two sets of data with different ranges, one set as bars,
and one set as lines overlaid on the bars.
Line-bar graphs are useful for showing trend relationships
between data sets.
Time
Series
Line
Pareto
Solid Fill
Gradient
Fill
Pattern Fill
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Solid Fill
Gradient
Fill
Pattern Fill
Rectangle
Triangle
Cylinder
Diamond
Gradient
Pattern Fill
Standard
Line
Stepped
Line
Curved
Line
Rectangle
Triangle
Cylinder
Diamond
Gradient
Graph
Type
Graph Subtype
Description
Styles
Pattern Fill
Scatter
Displays x-y values as discrete points, scattered within an xy grid. It plots data points based on two independent
Standard
variables. This enables you to plot large numbers of data
Scatter
points and observe the clustering of data points.
Scatterwith-Lines
Scatter graphs are useful for observing relationships and
trends in large data sets.
Bubble
Radar
None
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Type
Description
Standard
NonStandard
Last-Stage
Only
Uses a standard shape with equal stage widths. It is similar to standard funnel except that the
target values of all the stages before the last is calculated based on the last stage target value
and a constant called target factor.
Numbers
Micro chart, of the following subtypes:
o Spark Bar
o Spark Line
o Spark Area
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Type
Description
Dial
Shows data using a dial arc with one or more indicators that point to to where the data falls
within predefined limits.
Horizontal
Bar
Shows data using a horizontal bar that changes color to indicate whether the data is within
predefined limits. The inner rectangle of the horizontal bar shows the current level of data
against the ranges marked on an outer rectangle.
Vertical Bar Shows data using a vertical bar that changes color to indicate whether the data is within
predefined limits. The inner rectangle of the vertical bar shows the current level of data against
the ranges marked on an outer rectangle.
Bulb
Shows data using a circle that changes color to indicate whether the data is within predefined
limits.
Bulb gauges are useful when you must know what the status is, and not any indication of a
specific value, or relative information about other threshold ranges.
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