Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 5: Navigation in OBIEE

Touring the Catalog Page

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 5: Navigation in OBIEE Touring the Catalog Page

Lesson 5 continues our discussion of navigation in OBIEE. Well start where we left off on the OBIEE Home Page and make our way to the OBIEE Catalog Page, where you find, access, and organize the objects in OBIEE (like analyses and dashboards, etc.) for which you have security clearance.

The lesson will introduce:

The structure of the OBIEE catalog How to conduct searches for OBIEE objects, such as analyses and dashboards The tools that are available in the catalog How to organize OBIEE files in the catalog

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Home Page

Lets take a look at the Catalog page.

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Home Page

The Catalog page can be accessed in several different ways:

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Home Page

by launching a search from the global header

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Home Page

by clicking one of the options in the Browse/Manage section of the Home page, or..

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Home Page

by clicking the Catalog link in the global header. Lets do that.

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Home Page

Click the Catalog link.

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

All OBIEE items, (i.e. analyses, dashboards, etc.), are saved in folders within OBIEEs Catalog. You can access all items that you have created and saved in OBIEE, plus any shared items that you have security clearance to from the Catalog page.

Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Catalog page allows you to: Organize your OBIEE files Find and access all items (like analyses and dashboards, etc.) that you have created and saved in OBIEE, plus any shared items that you have security clearance to Move items by dragging and dropping them to different locations within the Catalog

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets tour the various components of the Catalog page.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Folders pane displays the OBIEE folders and their contents in an expandable tree structure. Within that structure, you can find all items that you have clearance to, organized in two primary folders:

1. My Folders 2. Shared Folders

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

My Folders is your personal folder, where you organize and save your own work.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Shared Folders is where youll find items that are shared with OBIEE users within your agency or statewide.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

As with other Windows software, you can expand the folders by clicking the + [expand button] or by double-clicking on the folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Click the + button to expand the My Folders folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The contents of the expanded folder display below the name of the folder. In this example, more folders are available within My Folders. Lets expand one of those folders.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Double-click the Regional Revenue folder. Double clicking the folder will both expand and select the folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Notice that Regional Revenue is now highlighted in blue. This indicates that its the selected folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Once a folder is selected, the full contents of that folder appear over here in the Catalog area. Links are available under each item to initiate tasks (i.e., Expand, Open, Edit, and More). The task options under each item are determined by the type of item and your security clearance.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Tasks pane provides a spot to launch specific tasks that are available for any item that you select in the Catalog. The types of tasks listed are determined by the type of item selected, and your security clearance.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Note that the item selected in the Folders pane (in this case, the Regional Revenue folder) is listed in the Tasks pane, with links for all available tasks listed below.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Just a tip.. This little arrow allows you to collapse (and restore) the Folders and Tasks panes.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets take a closer look at the Catalog area, referenced earlier.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

This area of the Catalog page, the Catalog area, displays items that you browse to and select using the Folders pane. It also displays results when you launch a search.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

You may use this pane to move items by dragging and dropping them to different areas within the Catalog. You can drag and drop items within the Catalog area, or from the Catalog area to the Folders pane. Lets try that next.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Catalog Area currently displays the contents of the selected folder, Regional Revenue. Notice the scroll bar at the right. That scroll bar tells us that there are more items to be found below.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Click the scroll bar to view the rest of the items in the folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets drag the Sales Rep Summary analysis from: The Regional Revenue folder to: The Financials folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Click the icon to the left of Sales Rep Summary to select it.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Normally, youd hold your mouse button and drag to the destination. In this training environment, well simulate that by having you click on the destination folder in the Folders pane. Click on Financials to drop the analysis into that folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The analysis, Sales Rep Summary, has been moved from its original location. Lets open the destination folder, Financials to view the contents of that folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Double-click on Financials to view the contents of that folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Here is Sales Rep Summary, the analysis that we moved from the Regional Revenue folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets return to the Regional Revenue folder.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Double-click the Regional Revenue folder icon in the Folders pane.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

You can control the Catalog areas display by using the Type and Sort dropdown lists.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

By default, All types of OBIEE items appear in the Catalog area. Click the Type dropdown to view the available types of files to display.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

If you wanted to limit the display to a particular type of OBIEE item, you could select it from this list.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

By default, items in the Catalog area are sorted alphabetically, in ascending order. Click the Sort dropdown to view the available sorting options.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

You may sort the items appearing in the Catalog area by: Name Item Type Date last modified Owner (who created the item)

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Use the Show More Details checkbox to display more information about certain types of items.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Preview pane allows you to take a look at any item you select in the Catalog. This pane is opened by clicking its + button.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets take a look at the Catalog pages Search pane.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

There are a couple of ways to launch a search in OBIEE.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

You can launch a search at any time using the Search fields in the global header.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Or you can open the Catalog pages Search pane. Lets try that.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Click the Search (binoculars) button in the Catalog page tool bar.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Folders pane is replaced by the Search pane. Lets search for a specific analysis called Revenue Stats by Region.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The first step is to enter Revenue Stats by Region in the Name field. Click the Name field. (Well enter the name for purposes of this demonstration.)

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Location field allows you to narrow or expand the search. Click the Location drop down.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

By default, the search Location is set to the Catalog folder you were viewing when you launched your search. You can broaden your search by selecting either: All My Folders Shared Folders

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets limit our search to My Folders. Click My Folders.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Type field allows you to select what type of OBIEE item youd like to search for. Click the Type drop down.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

All available OBIEE item types are listed. You could select All types, or narrow your search to the type of item youre looking for.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Were searching for an analysis. Click Analysis.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Now that your criteria have been entered, Click the Search button.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The search results, along with the task options for the analysis, are displayed in the Catalog area.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets try another search. This time, lets assume we want to find all items with the word Region in the name, in all locations we have clearance to.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets launch this search from the search fields in the global header.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Enter the word Region in the Global Headers Search field. Click in the Search field. (Well enter the word for purposes of this demonstration.)

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Click the arrow button to kick off the search.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The search found 22 items in the Catalog that include Region in the name. From here, you could scroll through the list of items to select the item youre looking for.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Now that weve completed our searches, lets return to the Regional Revenue folder. Double-click this Regional Revenue folder to select and expand it. The Folders pane at the left will reopen.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Note the Catalog pages Location field, displayed above the Catalog Area. This field displays the Catalog location (including path) for any OBIEE item currently selected.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The Location field provides helpful information to keep you oriented, but its functional as well. Click the Location fields drop down button.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

The drop down provides a record of the items that have been viewed in the current Catalog session. The items in the list are actually links that you could click to navigate to one of those spots within the Catalog.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

This circled ? button provides a link to information about the Catalog page in the OBIEE Help guide.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Next, well take a tour of the Catalog Page toolbar.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

These toolbar buttons allow you to perform various tasks in the OBIEE Catalog. Like the Task options (below), the toolbar buttons that are enabled (available) vary depending on the type of item selected. Enabled buttons appear in color. Currently, a folder (Regional Revenue) is selected, so the buttons pertaining to folders are enabled.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Lets see which buttons become available when we select a different type of OBIEE item an analysis. Click Customer Discounts by Region to select it.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Now that weve selected an analysis, several more buttons have become enabled (and are now shown in color on the toolbar). Lets review each of the buttons in the toolbar.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

User view is set to a default of User View. Users with administrative rights can switch to Admin View to perform various OBIEE administrative tasks.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

New is used to create any new items allowed by your security clearance (like an analysis or dashboard, etc.).

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Refresh is used to update the Catalog page with any content or folder changes.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Up is used to navigate to a higher-level folder in the Catalog.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Show/Hide folders panes is used to display or hide the Folders pane and Tasks pane.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Search is used to open the Catalog pages Search pane.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Change List View Type provides three display options for the Catalog Area: Descriptive (default) Details List

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

View is used to view (open) the selected item.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Edit is used to modify the selected item using the items editing tool.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Print is used print the selected item in a variety of available formats.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Export is used download the selected item to a variety of available formats (i.e. PDF, Microsoft Excel, etc.).

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Delete is used to remove the selected item.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Copy is used to copy the selected item so you can paste it to another location in the Catalog.

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Lesson 5: Navigation in OBIEE Touring the Catalog Page

OBIEE Catalog Page

Paste is used to paste a copied item to another location in the Catalog.

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Terminology Review

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Terminology Review
Catalog Page A page accessed through the OBIEE Global Header that allows you to find, access, and organize all OBIEE items (like analyses and dashboards, etc.) for which you have security clearance. An area of the Catalog Page that displays OBIEE folders and items in a tree structure. The banner displayed at the top of any OBIEE page. Includes links that provide access to all OBIEE functions available to you. The Catalog folder that you save your work in. Only you have clearance to the items you save in My Folders.

Folders Pane

Global Header

My Folders

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Terminology Review
Search Pane An area within the Catalog Page from which you can launch searches for items in the OBIEE catalog. The Catalog folder that holds items that are shared state-wide or within your agency. An area of the Catalog Page that includes links for launching various tasks on any item selected in the catalog.

Shared Folders

Tasks Pane

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