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Oracle BI 12c Create Analyses and Dashboards
Oracle BI 12c Create Analyses and Dashboards
and Dashboards
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Contents
1 Introduction
Agenda 1-2
Introductions 1-3
Training Site Information 1-4
Audience 1-5
Course Goal 1-6
Course Objectives 1-7
Methodology 1-9
Schedule 1-10
iii
Oracle BI Enterprise Edition Home Page 2-30
Global Header 2-31
Administering Objects in the Presentation Catalog 2-32
Essbase: Overview 2-33
Essbase: Key Features 2-34
Quiz: Overview 2-35
Quiz 2-36
Summary 2-39
Practice 2: Overview 2-40
iv
Adding Basic Formatting to Table Views 3-36
Formatting Containers 3-37
Formatting Column Headers and Values 3-38
Setting Table Properties 3-39
Data Viewing Properties 3-40
Other Style Properties 3-41
Advanced Formatting 3-42
Saving Column Settings as Systemwide Defaults 3-43
Copying and Pasting Formatting Attributes 3-44
Using a Saved Analysis as a Style Template 3-45
Customized Date and Time Format Strings 3-46
Applying a Customized Format String to a Column 3-47
Quiz: Overview 3-48
Quiz 3-49
Summary 3-51
Practice 3: Overview 3-52
v
5 Selecting and Grouping Data for Analysis
Objectives 5-2
Using Selections to Limit Data in Analysis 5-3
Creating Selection Steps 5-4
1. Create a New Step 5-5
2. Select the Step Type 5-6
Step Types: Selecting Members 5-7
Step Types: Adding Groups and Calculated Items 5-8
Step Types: Applying Conditions 5-9
Step Types: Selecting Members Based on Hierarchy 5-10
Step Types: Selecting Members Based on Family Relationship 5-11
Saving Selection Steps as a Group 5-12
How Do Filters and Selection Steps Differ? 5-13
Groups 5-14
Creating Groups 5-15
1. Create a New Member Group 5-16
2. Define the Group Properties 5-17
3. Apply Formatting 5-18
4. Verify the Results 5-19
Calculated Items 5-20
Creating Calculated Items 5-21
1. Create a New Calculated Item 5-22
2. Define the Calculated Item Properties 5-23
3. Verify the Results 5-24
Quiz: Overview 5-25
Quiz 5-26
Summary 5-30
Practice 5: Overview 5-31
vi
Graph Editor 6-17
Graph Slider 6-18
Graph Properties: General 6-19
Graph Properties: Style 6-20
Graph Properties: Scale 6-21
Graph Properties: Titles and Labels 6-22
Formatting Graphs by Position 6-23
Formatting Graphs Conditionally 6-24
Performing Common Tasks in Views 6-25
Specifying Totals 6-26
Managing Aggregation 6-27
Combining Values into Bins 6-28
Creating Bins: Add Bins 6-29
Quiz: Overview 6-30
Quiz 6-31
Summary 6-37
Practice 6: Overview 6-38
vii
Building Calculations by Using Formulas 7-26
Displaying Running Sums in Pivot Tables 7-27
Pivot Table with a Graph 7-28
Quiz: Overview 7-29
Quiz 7-30
Summary 7-33
Practice 7: Overview 7-34
viii
Defining the Master View 8-36
Defining the Detail View 8-37
Master–Detail Linking of Views 8-38
Quiz: Overview 8-39
Quiz 8-40
Summary 8-42
Practice 8: Overview 8-43
ix
Dashboard Pages 10-4
Creating and Editing a Dashboard 10-6
Creating a New Dashboard from Global Header 10-7
Global Header: Setting Preferences for Your Default Dashboard View 10-8
Using Dashboard Builder 10-10
Using the Dashboard Builder Toolbar 10-11
What Can I Add to a Dashboard? 10-12
Adding Objects to a Dashboard Page 10-14
Dashboard Builder Tools Toolbar: Layout 10-15
Tools Toolbar: Dashboard Properties 10-16
Dashboard Properties: Dashboard Report Links 10-18
Dashboard Properties: Dashboard Page Controls 10-19
Tools Toolbar: Print Options 10-20
Tools Toolbar: Page Report Links 10-21
Tools Toolbar: Prompts Buttons on Current Page 10-23
Tools Toolbar: Allow Saving Personal Customizations 10-24
Tools Toolbar: Publishing Dashboard Pages 10-25
Tools Toolbar: Advanced Page Properties 10-26
Exploring Dashboard Object Properties 10-27
Exploring Column Properties 10-28
Exploring Section Properties 10-29
Exploring Section Properties: Arranging Sections Horizontally 10-31
Exploring Section Properties: Controlling the Drilldown Display 10-32
Section Properties: Conditions 10-33
Section Properties: Adding an Inline Condition for an Analysis 10-35
Section Properties: Adding an Inline Condition for a KPI 10-37
Section Properties: Adding a Named Condition 10-39
Section Properties: Formatting and Renaming 10-40
Miscellaneous Dashboard Page Functionality 10-41
Page Options Toolbar: Creating Personal Customizations 10-42
Page Options Toolbar: Creating Shared Customizations 10-43
Page Options Toolbar: Creating Links to Dashboard Pages 10-44
Page Options Toolbar: Adding Content to a Briefing Book 10-46
Page Options Toolbar: Export to Excel 10-47
Quiz: Overview 10-48
Quiz 10-49
Summary 10-55
Practice 10: Overview 10-56
x
11 Configuring Oracle Business Intelligence Dashboards
Objectives 11-2
Dashboard Objects 11-3
Alerts Section 11-4
Action Link and Action Link Menu 11-5
Link or Image 11-7
Embedded Content 11-10
Text 11-11
Text: ActiveX 11-12
Text: Scripts 11-13
Text: Audio 11-14
Folder 11-15
Breadcrumbs 11-16
Quiz: Overview 11-17
Quiz 11-18
Summary 11-19
Practice 11: Overview 11-20
xi
1. Edit Dashboard Properties 12-30
2. Navigate the Catalog to Locate the Named Prompt 12-31
3. Test the Results 12-32
Creating a Second Prompt Page 12-33
1. Add a New Prompt to an Existing Prompt Page 12-34
2. Insert a Page Break 12-35
3. Edit the Dashboard and Add the Prompt 12-36
4. Test the Results 12-37
Setting Preferences for a Prompt Page 12-39
Presentation Variables and Prompts 12-41
Request Variables and Prompts 12-42
Adding a Variable Prompt to a Dashboard 12-43
1. Add a Variable to an Existing Analysis 12-44
2. Create a New Variable Prompt 12-46
3. Select the Prompt Type 12-47
4. Define the Prompt Properties 12-48
5. Save the Prompt 12-49
6. Select the Dashboard 12-50
7. Add the Prompt to the Dashboard 12-51
8. Navigate the Catalog to Locate the Named Prompt 12-52
9. Test the Results 12-53
Adding a Hierarchical Prompt 12-54
Applying Prompts with Default Values 12-55
Wiring Dashboard Prompts 12-56
Auto-Complete for Prompts 12-58
Optional Apply and Reset Buttons for Prompts 12-60
Quiz: Overview 12-61
Quiz 12-62
Summary 12-64
Practice 12: Overview 12-65
xii
Cause and Effect Map 13-15
Creating a Scorecard 13-16
1. Create a New Scorecard 13-18
2. Create Perspectives 13-19
3. Create KPIs 13-20
3.1 Create a New KPI 13-21
3.2 Define General Properties 13-22
3.3 Set the Data Format and Enable Trending 13-23
3.4 Define the Dimensionality 13-24
3.5 Define States and Thresholds 13-25
3.6 Define Related Documents 13-27
3.7 Define Custom Attributes 13-28
4. Create KPI Watchlists 13-29
5. Create KPI Smart Watchlists 13-30
6. Create and Arrange Objectives 13-31
7. Create and Arrange Initiatives 13-32
8. Assign Weights to Individual Objectives and Initiatives 13-33
9. Set Assessment Mappings 13-35
10. Graphically Depict Relationships 13-36
11. Use Comments 13-37
12. Add Scorecard Views to Dashboards 13-38
13. Define Mission and Vision Statements 13-39
14. Set Up Point of View Controls 13-40
Attach KPI Watchlist to Dashboard 13-42
Working with Objects in the Scorecard Editor 13-43
Quiz: Overview 13-45
Quiz 13-46
Summary 13-52
Practice 13: Overview 13-53
xiii
Filter the Data in Visual Analyzer 14-15
Create Calculations 14-16
BI Ask 14-17
Data Mashups 14-18
Adding a New Data Source 14-19
Subject Area in the Visual Analyzer 14-22
Quiz: Overview 14-23
Quiz 14-24
Summary 14-26
Practice 14: Overview 14-27
xiv
Federating Data 15-34
Quiz: Overview 15-35
Quiz 15-36
Summary 15-39
Practice 15: Overview 15-40
xv
Configuring an Agent 17-12
1. Configure the General Tab 17-13
2. Configure the Schedule Tab 17-14
3. Configure the Condition Tab 17-15
4. Configure the Delivery Content Tab 17-16
5. Configure the Recipients Tab 17-17
6. Configure the Destinations Tab 17-19
7. Configure the Actions Tab 17-21
Subscribing to an Agent 17-23
Listing Your Agents 17-24
Using Agents to Deliver Content 17-25
Using Conditions to Deliver Content 17-26
1. Create a New Agent and Assign an Analysis for Its Condition 17-27
2. Define How the Condition Evaluates to “True” 17-28
3. Test the Results 17-29
Using Agents to Proactively Respond to KPI Performance 17-30
1. Create a New Agent and Assign a KPI for Its Condition 17-31
2. Define How the Condition Evaluates to “True” 17-32
3. Test the Results 17-33
Quiz: Overview 17-34
Quiz 17-35
Summary 17-38
Practice 17: Overview 17-39
xvi
Catalog Groups 18-21
Archiving Catalog Items 18-22
Oracle BI Briefing Books 18-24
Working with Oracle BI Briefing Books 18-25
Add Content to a New or Existing Oracle BI Briefing Book 18-26
Edit an Oracle BI Briefing Book 18-29
Download an Oracle BI Briefing Book 18-30
Working with Favorites 18-31
Adding Objects to Favorites 18-32
Accessing Favorite Objects 18-33
Organizing Favorites 18-34
Removing Favorites 18-35
Quiz: Overview 18-36
Quiz 18-37
Summary 18-39
Practice 18: Overview 18-40
20 Expressions
Objectives 20-2
SQL Syntax and Semantics 20-4
Aggregate Functions 20-5
Running Aggregate Functions 20-7
Time Series Functions 20-8
Conversion Functions 20-9
Database Functions 20-10
xvii
Advance Analytics Internal Logical SQL Functions 20-12
BIN Function 20-13
WIDTH_BUCKET Function 20-14
TRENDLINE Function 20-15
Advance Analytics External Logical SQL Functions 20-16
EVALUATE_SCRIPT 20-17
FORECAST 20-18
CLUSTER 20-19
OUTLIER 20-20
REGR 20-21
Quiz: Overview 20-22
Quiz 20-23
Summary 20-25
Practice 20: Overview 20-26
xviii