Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 6: Navigation in OBIEE

Completing the Tour of the Global Header

This course, Introduction to OBIEE, provides a high-level overview of the basic elements and navigation in OBIEE, the SWIFT Data Warehouse query and reporting tool. OBIEE (Oracle Business Intelligence Enterprise Edition) provides State of Minnesota agencies the ability to retrieve and present financial and human resources data from the SWIFT Data Warehouse in a variety of formats including queries, reports and dashboards. OBIEE delivers a user-friendly business intelligence platform that makes it simple to access data, whether the user is running prebuilt queries and reports or creating them from the ground up. This course is recorded as a PowerPoint presentation, allowing you to review it at your own pace. Click your mouse or use your keyboard arrow keys to advance slides. Red boxes shown in demonstrations are intended to simulate mouse clicks in OBIEE. NOTE: Many of the screenshots in this course were recorded in a demonstration environment. Data displayed in the examples provided does not reflect actual State of Minnesota data.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

Lesson 6 concludes our discussion of navigating the global header in OBIEE. The lesson will introduce: Some additional navigational links in the Global Header

How to find information about your own OBIEE user account, including personal settings and security

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Lets take a look at the next item in the Global Header, Dashboards.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Click the Dashboards dropdown.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Links to the dashboards you have security clearance to are displayed. This provides a convenient way to navigate to any dashboard that you have clearance to. The dashboard most recently accessed appears on top of the list.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

You can easily navigate to a different dashboard by clicking its name from this list.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Click the New dropdown.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

This menu provides a starting point for you to begin creating a new item in OBIEE. The options provided in the menu vary depending on your security clearance.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Click the Open dropdown.

Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Links to items youve accessed most recently and most often appear in this menu, which is constantly updated while you work. (similar to the Recent and Most Popular sections of the Home page). You could open any of these items by clicking its link.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Or, if the OBIEE item that youd like to open isnt in the list, you could click Open to browse the Catalog folders to find and open what youre looking for.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Note that your name appears in the Signed In As area of the Global Header. The user name provides a link to an area for viewing and modifying your OBIEE account settings.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Click on the name Brown, Charles.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

Click My Account.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

The My Account page provides a series of tabbed pages that provide you with information about your OBIEE user account. The first tabbed page, Preferences, allows you to make some choices about how you interact with OBIEE. Lets highlight a couple of the options.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

The Starting Page field indicates the page that you first see when you sign in to OBIEE. By default, this has been set to the OBIEE Support dashboard. You may click the Starting page dropdown to select a different Starting page, if youd like (as shown in this example). Reminder (in case you change your Starting Page): You can access the OBIEE Support dashboard at any time, by clicking Dashboards, then OBIEE Support from the Global Header.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

Dont make changes to the Locale, User Interface Language or Time Zone.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

Accessibility Mode is for those using screen reading software. This is turned off by default.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

The state of Minnesota has not implemented the BI Publisher. Disregard this tab.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

The state of Minnesota has not implemented Delivery Options. Disregard this tab.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

Click the Roles and Groups tab.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

The Roles and Groups page displays the OBIEE security roles that have been assigned to you, including any: General Warehouse roles and SWIFT or SEMA4 data roles

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Global Header

Click the X to exit the My Account page.

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Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header

OBIEE Catalog Page

This completes our tour of the OBIEE Global Header.

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