OBIEE Answers Training

SUNY System Administration

Helen Ernst helen.ernst@suny.edu 518-320-1385

Agenda
Chapter 1
Introduction How to access OBIEE 10g Answers Dimensional Model, Facts and Dimensions Navigating the SUNY Enrollment Star

Chapter 2
Create and save a simple request Add a filter Create additional views
Add formatting to a table view Create a bar chart Add a view selector

Agenda
Chapter 3
Adding a Filter View Learning to develop based on SUNY standards

Chapter 4
Add a pivot table view
Formatting calculations/sums

Add a chart to a pivot table view Create additional views

Add a view selector

Agenda
Chapter 5
Using Bins Conditional Formatting

Chapter 6
Column Selectors My Dashboard Storing queries to be shared

Wrap-Up

Training Day Housekeeping

Demo & Practice
Training is designed to have the trainer demonstrate a skill, then have the student emulate the skill. Students are encouraged to explore the tool. Trainer is available to assist students during hands on sections, please be patient as these sessions are running at maximum student capacity

Please place cell phones on vibrate Please give the trainer your full attention to get the most from this training day (refrain from surfing the web)

Introduction How to access OBIEE 10g Answers Dimensional Model, Facts and Dimensions Navigating the SUNY Enrollment Star

CHAPTER 1

Introduction
What is the SUNY Business Intelligence Initiative(SBII)? Public Confluence space for SBII https://wiki.itec.suny.edu/display/sbiipub/SUNY %20Business%20Intelligence

How To Access OBIEE 10G Answers

Open your browser and go to www.suny.edu/analytics Select your campus from the drop down list, enter your credentials, then click on the Login button Once inside OBIEE, click on the Answers link

For quick access enter the following URL: www.suny.edu/analytics

Select your Campus, enter your credentials, then click the Login button

Click on the Answers Link

Initial Answers Panel

Take the time to look at the initial Answers Panel To your right in the grey box is a list of subjects areas that you have permission to see.

To your left is a folder list. Notice that there is a My Folders list and a Shared Folders list

Dimensional Modeling Facts and Dimensions

A fact contains elements that can be counted, for example home institution student count A dimension is used to constrain or group the report, for example only include data from my campus, or group the counts by term

Navigating the Enrollment Star

Time Dimension Student Test Scores Academic History Dimension

Student Term Enrollment

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Student Enrollment Facts Current Period Metrics Home Institution Student Count Not-Home Institution Student Count Total Student Credit Hours Student Term State Supported Lower Division Credit Hours Enrollment State Supported Upper Division Credit Hours State Supported Graduate Credit Hours Accumulated Credit Hours Transfer Credit Hours Academic Year Unique Student Count Student High High School Average School Full Time Equivalent Cumulative GPA
Time Dimension Student Test Scores Academic History Dimension

Academic Programs

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Student Enrollment Facts EOT Current Period
Time Dimension Student Test Scores Academic History Dimension

EOT Home Institution Student Count EOT Not-Home Institution Student Count EOT Total Student Credit Hours Student Term Enrollment EOT State Supported Lower Division Credit Hours EOT State Supported Upper Division Credit Hours EOT State Supported Graduate Credit Hours EOT Accumulated Credit Hours EOT Transfer Credit Hours EOT High School Average Student High School EOT Cumulative GPA

Academic Programs

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Dimension Student Test Student Enrollment Facts Scores SAT Score Metrics Early and EOT Current Period Versions Academic History Dimension

Math Score Average Math Score Median Math Score Verbal Score Average Verbal Score Median Verbal Score Verbal Score Percentile Writing Score Average Writing Score Median Writing Score

Student Term Enrollment

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Student Enrollment Facts YAGO (Year Ago) 1 thru 6 Home Institution Student Count YAGO Change in Student Count YAGO % Change in Student Count YAGO Total Student Credit Hours YAGOStudent Term Enrollment
Time Dimension Student Test Scores Academic History Dimension

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Term Semester Academic Year Year
Student Term Enrollment Student Test Scores Time Dimension Academic History Dimension

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Academic History AAS or AOS Degree AA or AS Degree Associates Degree Earned Bachelors Degree Earned Student Term Doctoral Degree Earned Enrollment First Professional Degree Earned Graduate Certificate Earned Highest Degree Earned Masters Degree Earned Degree Earned Other Degree Earned Student High
School Student Test Scores Time Dimension Academic History Dimension

Academic Programs

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Dimension Student Test Scores Academic History Dimension

Academic Programs Student Term Award Name Enrollment Award Level Program Name Include Programs without Enrollment CIP 2, 4 and 6 APES Program ID Student High APES Program Status School Combined Program Name Combined Program Award Combined Program Institution(s) HEGIS 2 and 4 SED Title and Code Student Program Type Demographics SED Registration Date SED Discontinuance Date Campus Name Primary Campus Name

Academic Programs

Student Enrollment Facts

Campus

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Campus Campus Name Sub Campus Name Campus Sector Campus Sub Sector 2 or 4 Year Campus State/Comm College Campus County SUNY Institution Code
Time Dimension Student Test Scores Academic History Dimension

Student Term Enrollment

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Dimension Student Test Scores Academic History Dimension

Former Institution Campus Sector Student Term Institution Name Enrollment Campus Name Campus Sub-Sector State Operated/Comm College Sub Campus Name SUNY, CUNY or Other Student High 2 or 4 Year Campus School NYS or Non-NYS Public or Private

Academic Programs

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Legislative District State Senator Title First, Middle and Last Name District
Student Term Enrollment Student Test Scores Time Dimension Academic History Dimension

Academic Programs

State Assembly Member Title First, Middle and Last Name State House District
Student High US Representative School Title First, Middle and Last Name US House District

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Permanent Residency
Student Test Scores Time Dimension Academic History Dimension

Citizenship Residency Description Country of Citizenship Permanent Country Student Term US State Code & Name Enrollment US Territory NYS County From NYS Region of Campus From Campus Location or Sponsorship County From Sponsor or Contiguous County or Campus Location Student High
School

Academic Programs

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Dimension

Student Demographics Age Group English as Native Language Gender Ethnic Origin Race Non-Resident Alien Military Status Visa Code Visa Type Desc IPEDS Race Ethnicity

Student Test Scores

Academic History Dimension

Student Term Enrollment

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Warehouse Student Key

Student Permanent Residence Legislative District

Navigating the Enrollment Star

Student High School Graduation Year High School Grad Year Range High School Avg Range High School Class Rank Range
Student Term Enrollment Student Test Scores Time Dimension Academic History Dimension

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Dimension Student Test Scores Academic History Dimension

Student Term Enrollment

Academic Programs

Student Term Enrollment Admission Status Student High School Home or Non-Home Admission Status Full or Part Time Graduate Level Higher Education History (HEH) In Program or Not Lower or Upper Division Student Demographics Student Goal Student Level Undergrad or Graduate Division OAP Program Study Abroad Country

Student Enrollment Facts

Campus

Former Institution

Student Permanent Residence

Legislative District

Navigating the Enrollment Star

Time Dimension Student Test Scores Academic History Dimension

Student Test Scores ACT Composite Score Range Higher ACT or SAT Score Range Highest Reported Score Range SAT Combined Score Range SAT Math Score Range SAT Verbal Score Range Selectivity Index

Student Term Enrollment

Academic Programs

Student High School

Student Enrollment Facts

Campus

Student Demographics

Former Institution

Student Permanent Residence

Legislative District

Create and save a simple request Add a filter Create additional views
Add formatting to a table view Using Bins Create a bar chart Add a view selector

CHAPTER 2

Create and Save a Simple Request

Learn the parts of the Answers Tool

Answers has a Criteria, Results, Prompts and Advanced tabs We always start on the criteria tab where we can select elements for our query

Create and Save a Simple Request

Look to the left, see the dimensions and facts that were described in chapter 1

Click on a dimension to see the elements stored within the dimension

Create and Save a Simple Request

Click on an element on the left to select it and have it added to your report Select the following 3 elements for your first report: Term, Campus Name and Home Institution Count

Create and Save a Simple Request

You can drag and drop elements to change the order of your report

Create and Save a Simple Request

The Delete element button is here

The Properties button is here

The Function button is here

The Filter button is here

Add a Filter

Practice using the Filter Limit the Filter box to only show Fall terms Then select Fall 2008 and Fall 2009

See your Report Results

Click on the results tab or the compound view button to see the results of your query

See your Report Results

The compound view can include multiple elements. The default query will include a title and a table.

Practice Assignment #1
Create a query with the following elements: Term Campus Name Home Institution Student Count Filter the query by term and campus sector Select Fall 2008 and Fall 2009 Only show campuses within your sector Once you have selected and filtered the elements view the results of the report in the table view Save the query in your folder. Name it using the following format Your Initials_Practice_Assignment1 For example : HRE_Practice_Assignment1

Practice Assignment #1 Results

Note: the default compound view includes a title view and a table view. Table view default will organize the columns in the order selected on the criteria tab. Any cell contents that appear blue can be used to drill through a hierarchy.

Add Formatting

Click the arrow button to sort the student count column the button with the hand is the properties button The Fx button allows you to add functions and bins to the column The red X button is used to delete a column

Add Formatting

We have added the Higher Education History element to the query. Now we will use bins to group the freshman and transfer students and call the group New Students. First we click on the Fx button.

Add Formatting

We click on the bins tab and then select add bin. The create/edit filter box appears, click All Choices, then click on values to select them, then click ok

Add Formatting

Now we name the bin New Students

Add Formatting

Here we can add more bins, or create a bin for all other values. You can use the filter to adjust your bin, and the properties and delete button allow you to customize your bin as needed

Practice Assignment #2
Using the query you created in assignment #1, add the following formatting: 1. 2. Sort the query by term, then campus Rename the Campus Name column to Campus 3. Add the IPEDS Race Ethnicity element in the Student Demographic dimension to the query 4. Add the Gender element to the query 5. Add the Higher Education History element in the Student Term Enrollment Dimension, then create a bin that includes freshman, transfer and new graduate students, name the bin New Students 6. Practice moving the columns on the report and sorting one or many columns 7. Save the query in your folder. Name it using the following format: Your Initials_Practice_Assignment2 For example : HRE_Practice_Assignment2 Once you have added the formatting, view the results of the report in the compound view, it should look similar to the report on this page

Add A Chart

In the Compound Layout we click on Add View and select chart

Add A Chart

This is the chart area. We can choose the graph we want, the type and style.

Add A Chart
Available Graphs: Vertical Bar Area Bubble Line Line Bar Combo Line Time Series Pareto Pie Radar Scatter Step Note: A value of OBIEE; run a query once, show the data in a variety of formats

Add A Chart

In this example, we have a vertical bar chart. It is set to 2D stacked, the stacked item is gender. If we click on the compound view button we see our chart is now added to our report

Add A Chart

We can continue to add views to our compound view. Lets add one more chart to our compound view. Click add view and select chart, you will see it names the new chart, chart:2

Add A Chart
This time, Ive created a pie chart and exploded the new student slice Use the icons to access a variety of properties to customize your graph

Add A Chart
Hints on Charts Although 3D charts may be pleasing to the eye, many times they can misrepresent the data, we recommend using 2D charts. Consider your data and what you are trying to show to help you determine the best chart option

Practice Assignment #3
Using the query you created in assignment #2, add the following charts:

1.

Create a pie chart by Higher Education History 2. Explode the New Student slice (use the button with the pencil, format chart data) 3. Create a stacked bar chart with gender by term 4. Create a 3d bar chart by term and campus. Adjust the axis labels to a 45 degree angle 5. Hide the table view from the compound view 6. Save the query in your folder. Name it using the following format Your Initials_Practice_Assignment3
For example : HRE_Practice_Assignment3 Once you have added the formatting, view the results of the report in the compound view, it should look similar to the report on this page

Add A View Selector

A view selector allows the user to layer views Use the View Selector view to select a specific view of the results from among the saved views. When placed on a dashboard, the view selector appears as a drop-down list from which users can choose the specific result view they want to see. In general, views included in the view sector view would not also be displayed as views in the compound layout view.

Add A View Selector

In the compound view, click on add view, and select View Selector. Here we move the views we want to add to our selector, and we can rename the views. Including a caption is a best practice

Add A View Selector

Add the Pie chart and rename to the chart to Pie Chart

Add A View Selector

Add chart2 and rename it to Stacked Bar Add chart3 and rename it to Campus Chart Add a caption Then click on the compound view button

Practice Assignment #4
Using the query you created in assignment #3, create a view selector that holds the three views: 1. From the compound layout use add view to create a view selector 2. Add all three charts to the view 3. Rename each chart to a meaningful name 4. Determine the best order for your views 5. Add a caption 6. Switch back to the compound view and remove the charts so only the compound view and title view are visible 7. Save the query in your folder. Name it using the following format Your Initials_Practice_Assignment4 For example : HRE_Practice_Assignment4 Once you have made these changes, view the results of the report in the compound view, it should look similar to the report on this page. Try using the view selector

Adding , Removing and Moving Sections Filter View Learning to develop based on SUNY standards

CHAPTER 3

Adding and Removing Sections

To add a section to the compound view, use Add View This is the compound view. Here we can add and remove views from our Answers Report. Each Section has an X in the top right corner. If you click on the X you will remove the section from the compound view. This does not delete the section from the report.

Adding and Removing Sections

You can move sections on the compound view. Hover over the section bar until you see the blue line and the section becomes transparent, then move the section as needed. The blue bar indicates where you are placing the section

Formatting the Filter to SUNY Standards

SUNY has a standard best practice that is specific to the filter. All reports that include any constraints should include a filter section at the bottom of the report. For consistency, the standard is to make the section width 100%, and include a default border by clicking on it.

Formatting the Filter to SUNY Standards

We also use a standard background color of #CCCC

Formatting the Filter to SUNY Standards

A SUNY standard compliant filter is shown here

Add and format the table view

We add the table view to the compound view. Now we want to add green bar formatting to the table view. First we click on the edit button on the top right of the table view section

Add and format the table view

We click on the properties button and the edit view box appears. We click on the green bar styling. Also we can expand the additional formatting and set the width of the report to 100%

Add and format the table view

The table view now shows green bar formatting which makes it easier to read across the columns. The report is also extended to fill 100% of the width of the report

Practice Assignment #5
Using the query you created in assignment #4, Add the following: 1. From the compound layout use add view to add a filter view. Format the filter, make the width 100%, change the background color to #CCCC, and add a border 2. From the compound layout use add view to add a table view 3. Move the filter to the bottom of the compound view. Try moving sections on the compound view, look for the blue bar to see the placement. 4. Format the table view to use 100% of the report width and enable green bar styling 5. Save the query in your folder. Name it using the following format: Your Initials_Practice_Assignment5 For example : HRE_Practice_Assignment5 Once you have made these changes, view the results of the report in the compound view, it should look similar to the report on this page.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel, each dashboard will have an Introduction tab as the first tab on each dashboard. The introduction page will serve to describe the contents of the dashboard. The introduction tab is a best practice, as it prevents a user from unintentionally running a query when opening a dashboard. Whenever a dashboard is opened, OBI automatically executes any queries on the first tab of the dashboard.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel and to provide the best use of space on a dashboard, each dashboard page will use dashboard sections with headings turned on and modified to a descriptive title. Section titles can be viewed when the sections are open or collapsed and use less space than title objects. Title objects will not be included on reports to save space. In order to have titles on printed reports, we recommend including headers and/or footers on reports.

SBII Data & Presentation Committee Dashboard Development Best Practices

To provide clear, easy to read reports, we recommend enabling green bars for reports containing multiple rolls and columns. However, when providing reports that include drilling, test thoroughly to ensure that the green bar feature does not create disappointing or unattractive reports.

SBII Data & Presentation Committee Dashboard Development Best Practices

We recommend including a filter at the bottom of each report, specifically with a grey background and black border to call attention to the information. This best practice ensures the user is aware of the selection criteria used to create the report. It is important when creating the original repository (RPD) that the presentation layer include meaningful names for data elements. The element names provided in the presentation layer are the same descriptions that appear in the filter box.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel, we recommend designing dashboards that do not scroll from left to right. This is dependent on the screen resolution and different organizations have varying minimal requirements that they use for that determination. We will also recommend limiting the scrolling up and down to 2 or 3 pages maximum.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel, we recommend designing dashboards that do not scroll from left to right. This is dependent on the screen resolution and different organizations have varying minimal requirements that they use for that determination. We will also recommend limiting the scrolling up and down to 2 or 3 pages maximum.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel and to reduce clutter and provide a clean easy to use tool, we recommend limiting the dashboard pages (tabs) to 8 per dashboard.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel and a best practice when designing dashboards with multi-component requests the charts should appear on top and the detail data should be placed beneath the charts. Graphical images are a terrific tool to provide quick clear information to executives and management.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel, stretch table views to fit 100% within the space allotted. This simple change will improve the look of your dashboard, and provide a consistent look across SUNY.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel and a best practice, each OBI installation should include links that provide a means for the user to contact the institution with questions about using the tool or the data provided. Additional links regarding privacy policy, accessibility or other policies should be considered.

Add a pivot table view

Formatting calculations/sums

Add a chart to a pivot table view Create additional views

CHAPTER 4

Add a Pivot Table View

Lets add a pivot table. This is one of the most flexible OBIEE Answers views.

Add a Pivot Table View

The section at the top is used to design your pivot table. Below you see the results. At the top left are buttons for properties and formatting

Add a Pivot Table View

To remove an element from the view, move it to the Excluded section. Lets move Gender to excluded and see how the view at the bottom changes.

Add a Pivot Table View

To move elements in the pivot view simply drag and drop them as needed. Use the sum button to sum or sub-total the report as needed. Lets sub-total by IPEDS Race Ethnicity

Add a Pivot Table View

OBIEE has several sum options, we will select to sub-total before Notice here we can also format labels and values

Add a Pivot Table View

Lets move Term to the Page area at the top of the pivot table. This will create a drop down where we can select the term.

Now we see our sub-totals appear before our detail counts

Add a Pivot Table View

Now we see the term element is a drop down box

We can format labels, lets change this label to Enrollment To do this, we click on the button to the right of the element name above

Add a Pivot Table View

Now we select format headings

Add a Pivot Table View

Change the caption

Add a Pivot Table View

We have updated the heading

Practice Assignment #6
Using the query you created in assignment #5, Add the following: 1. From the compound layout use add view to add a pivot table. 2. Create a pivot table that shows term, campus and IPEDS Race ethnicity in a column down the left and gender across the top. 3. Create a subtotal by campus. 4. Move the Term to a page item 5. Add a sum to the measure label to subtotal gender across the row 6. Change a header on an element 7. Add the pivot table as the first view in your view selector. 8. Save the query in your folder. Name it using the following format: Your Initials_Practice_Assignment6 For example : HRE_Practice_Assignment6 Once you have made these changes, view the results of the report in the compound view, it should look similar to the report on this page.

Duplicate a View
Click here to create a new view, duplicate a view, delete a view, or create a specialized view.
Note: you can create multiple views of the same type, for example multiple pivot tables, OBIEE automatically numbers the views

Add a Chart to a Pivot Table View

A powerful tool within OBIEE Answers allows you to chart the results of your pivot table. We click here to add a chart

Add a Pivot Table View

Add a Pivot Table View

We can use the Chart Position options to customize where the chart appears on our report.

Add a Pivot Table View

You can choose from a variety of chart types

Add a Pivot Table View (Sample A Hint)

You can choose from a variety of chart types

Add a Pivot Table View (Sample A)

You can choose from a variety of chart types

Add a Pivot Table View (Sample B hint)

You can choose from a variety of chart types

Add a Pivot Table View (Sample B)

You can choose from a variety of chart types

Add a Pivot Table View (Sample C hint)

You can choose from a variety of chart types

Add a Pivot Table View (Sample C)

Practice Assignment #7
Using the query you created in assignment #6, Add the following:

1.

Select your pivot table and duplicate it. 2. On pivot table 2 add a chart 3. Move elements around on your pivot table and see how this affects the chart. 4. Add the pivot table 2 as the first view in your view selector. 5. Try to replicate sample Pivot Table/Charts A, B and C. 6. Save the query in your folder. Name it using the following format: Your Initials_Practice_Assignment7 For example : HRE_Practice_Assignment7

Using functions to create new elements on the fly

Begin by adding any element from the left-hand list, then use the fx button to modify it as needed

Using functions to create new elements on the fly

The edit column formula box appears, and you can use functions to create your own element. Click the custom heading to rename the element to something meaningful

Using functions to create new elements on the fly

Create average accumulated credit hours by dividing total credit hours by the home institution student count.

Using functions to create new elements on the fly

average student credit hours.

Sums and Calculations on Pivot Tables

You have many options when aggregating on a pivot table, for example you can show an amount as a percent of, or Index of. You can also show a running sum. You can use the duplicate layer and create several versions of the same element

Sums and Calculations on Pivot Tables

This report shows some samples of what can be accomplished by using the duplicate layer and varying the aggregation of an element

Practice Assignment #8
Create a query: 1. Select term Fall 2009, select only first time freshman, Select your own sector. Include the following elements: Term, campus sector, campus name, HEH is first time or transfer, home institution count and total credit hours. Create a new element, name it Average Credit Hours. Use the Fx to calculate this element by dividing the total number of credit hours by the number of enrolled students Create a pivot table using the sample at the right as a guide Make sure to add sub totals to your pivot table to subtotal by Campus. Add a running sum based on student headcount. Ensure your report fits within the SUNY BI recommended guidelines.

2.

3.

4. 5. 6. 7.

Your Initials_Practice_Assignment8 For example : HRE_Practice_Assignment8

Conditional Formatting Advanced Charting Options

CHAPTER 5

Conditional Formatting
Use the properties button, then click on the conditional formatting tab. Then Add Condition, and select the Cumulative GPA element

Conditional Formatting
Set the operator and the value, then press OK

Conditional Formatting

Set the background color to light yellow

Conditional Formatting
Here we see campuses where the Cumulative GPA is below the level of our condition now have the campus name appear in Yellow

Practice Assignment #9
Create a query:

1.
2.

3.
4. 5.

Select term Fall 2009, select only continuing undergraduate students, Select your own sector. Include the following elements: Term, campus sector, campus name, home institution count and cumulative GPA. Use the sample at the right as a guide for your report. Add a conditional format on the campus name, select the Cumulative GPA to base the condition. Ensure your report fits within the SUNY BI recommended guidelines.

Your Initials_Practice_Assignment9 For example : HRE_Practice_Assignment9

Advanced Charting Options

There are several advanced charting options. Here are some samples: Gauges can be shown as a dial, bar or bulb. Dial A dial gauge shows data using a dial with one or more indicator needles that change position to indicate where the data falls within predefined limits. Bar A bar gauge shows data using a single bar that changes color to indicate whether the data is within predefined limits. Bulb A bulb gauge shows data using a circle that changes color to indicate whether the data is within predefined limits. An array of bulb gauges is particularly useful for scorecard-type output.

Advanced Charting Options

Title Use the title view to add a title, a subtitle, a logo, a link to a custom online help page, and timestamps to the results. For more information, see Adding Titles to Results Using Oracle BI Title View. Legend Use the Legend view to document the meaning of special formatting used in results, such as the meaning of custom colors applied to gauges. For more information, see Adding a Legend to Results Using Oracle BI Legend View. Funnel Chart Use the funnel chart view to show a three-dimensional chart that represents target and actual values using volume, level, and color. It is useful for depicting target values that decline over time, such as a sales pipeline. For more information, see Showing Results in a Funnel Chart Using Oracle BI Funnel Chart View. No Results The no results view allows you to specify explanatory text to appear if the request does not return any results. For more information, see Alerting Users to No Data Using Oracle BI No Results View.

Column Selectors My Dashboard Storing and sharing queries

CHAPTER 6

Column Selectors

To create a column selector, select add view, then select column selector

Column Selectors

We use this screen to add columns. Check the Column to use the column as a column selector, then pick elements from the left to add.

Column Selectors

We have added HEH and Full/Part time to the Gender Column

Column Selectors
The column selector changes the column based on the selection

Practice Assignment 11
1. 2. 3. 4. 5. Create a query using the sample to the right Add a column selector, that includes gender, HEH and Full/Part Time Ensure you have a filter view Test out the column selector to see the column change in the report Save the query in your folder. Name it using the following format:

Your Initials_Practice_Assignment_11 For example : HRE_Practice_Assignment_11

My Dashboard
Use this area to place reports you want to see when you enter BI Ensure the first page of your My Dashboard does not run any queries, this is a SUNY BI best practice Dashboard can have multiple tabs which are synonymous with pages My Dashboard cannot be shared with other users.

My Dashboard
Click on the plus sign to add columns to your page.

Click on the plus sign to add pages to your dashboard.

My Dashboard

You can add content to youre my dashboard area using reports you have created and saved. The reports can come from a shared folder or from your personal folder.

My Dashboard
Always use the sections headers to label your reports, it uses less room than the titles, as you can see in the example on the right

Storing and Sharing Queries

You may store queries in the My Folder or IR Community Area. Use Manage Catalog to create a new folder. Folders help organize content.

Practice Assignment 12
1. Save Assignment 11 in the IR Community Folder, name it as shown below 2. Add a page to youre my dashboard, and make the intro page your first dashboard page. 3. Add a report to your page 1 of My Dashboard 4. Name and display the section heading on your dashboard page 5. Test out youre my dashboard page 6. Name query using the following format: Your Initials_Practice_Assignment_12 For example : HRE_Practice_Assignment_12

Narrative View Ticker Static Text

WRAP UP

Narrative View
Use the narrative view to add one or more paragraphs of text to appear with the results. Narrative text is useful for providing information such as context, explanatory text, or extended descriptions. You can perform the following actions in the narrative view: Type a sentence with placeholders for each column in the results. Specify how rows should be separated. Use HTML formatting buttons to make text bold, italic, or underlined, and insert line breaks. Apply cosmetic formatting to the fonts used in the narrative view, or import the font formatting from a previously saved view. Add references to variables

Narrative View

Narrative View
Use the Narrative view to create text and include data

Practice Narrative
1. 2. 3. 4. 5. 6. Create a query Add a narrative view Add a header Add some html to the view Adjust the compound view so only the narrative view is visible. Save the query in your folder. Name it using the following format:

Your Initials_Practice_Narrative
For example : HRE_Practice_Narrative

Ticker View
Use the ticker view to show the results of the request as a ticker or marquee, similar in style to the stock tickers that run across many financial and news sites on the Internet. You can control what information is presented and how it scrolls across the page.

Ticker View

Static Text
Use the static text view to add or edit text to appear with the results. You can add markup that contains formatted text.

Practice Ticker and Static Text

1. 2. 3. 4. 5. Create a query Add a Ticker view Add a Static Text view Add some formatting using html to customize the static text view. Adjust the compound view so the ticker and static text are visible. Save the query in your folder. Name it using the following format:

6.

Your Initials_Practice_Ticker_Static_Text

For example : HRE_Practice_Ticker_Static_Text

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