CreatingAnalysesandBuildingDashboards

Thistutorialcontainsthefollowingsections:

Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
BeginningtheAnalyticProcess
CreatingAnalyses
AddingaGraphtoanAnalysis
WorkingwithPivotTables
WorkingwithOtherViewTypes
BuildingDashboards
PromptingtoFilterAnalyses
Summary
Resources

Purpose
Inthistutorial,youwilllearnhowtobuild,format,andcustomizeOracleBusinessIntelligence(BI)analysesandhowtocreateandupdatedashboards
byutilizingtheseanalyses.ThistutorialisbasedonOBIEE11.1.1.6.2BP1release.

TimetoComplete
Approximately2hours

Overview
OracleBIisacomprehensivecollectionofenterprisebusinessintelligencefunctionalitythatprovidesthefullrangeofbusinessintelligence
capabilities,includingdashboards,fulladhoc,proactiveintelligenceandalerts,andsoon.Typically,organizationstrackandstorelargeamountsof
dataaboutproducts,customers,prices,contacts,activities,assets,opportunities,employees,andotherelements.Thisdataisoftenspreadacross
multipledatabasesindifferentlocationswithdifferentversionsofdatabasesoftware.

Afterthedatahasbeenorderedandanalyzed,itcanprovideanorganizationwiththemetricstomeasurethestateofitsbusiness.Thisdatacanalso
presentkeyindicatorsofchangesinmarkettrendsandinemployee,customer,andpartnerbehavior.OracleBIhelpsyouobtain,view,andanalyze
yourdatatoachievethesegoals.

Inthistutorial,youwilllearnhowtocreateanalyses,addgraphs,workwithpivottables,formattheanalysesandgraphs,createcolumnandview
selectors,workwithviews,createadashboard,andadduserinteractivityanddynamiccontenttoenhancetheuserexperience.Youcreateanalyses
andworkwithviewsincludinggraphs,pivottables,andnarratives.

Thistutorialincludesthenewenhancementsthatmaketheapplicationmoreflexibleandhighlyperforming(HousekeepingchangesforUI,Client
Installer,RightClickInteractions,SortingMeasures,Viewenhancements,Hierarchyadditions,PromptEnhancements,andsoon.)Youwillthen
createselectorstodriveinteractivityinyouranalyses,andbuildacustomdashboardthatcontainsthenewlycreatedanalysesandviews.Finally,you
willcreateflexibledashboardpromptstofilteryourdashboardandpopulatevariables.

SoftwareandHardwareRequirements
Thefollowingisalistofsoftwarerequirements:

OracleBIEE11.1.1.6.2BP1orlatermustbeinstalled.
Windows2000orlatermustbeinstalled.

Prerequisites
Beforestartingthistutorial,youshould:

Havetheproperpermissionsforconfiguringdashboardsonyourcompany'ssystem
EnsurethattheSampleSalesrepositoryanddatafilesareinstalled.YoucandownloadtheSampleSalesfilesfromhere.

BeginningtheAnalyticProcess
Inthistopic,youwilllearnhowtoaccessOracleBIEEtocreateananalysis.
Thenewenhancementsfortheversion11.1.1.6.0FavoritesMenu,globalheaderlinks,BIclientinstaller,andsortingarecoveredunderthistopic.

LoggingIn
FavoritesMenu
SearchingtheCatalog(BasicSearch)
BIClientInstaller

LoggingIn
Thistopicwillcoverthegeneralnavigationtostartwiththeanalyticprocess.
TologintoOracleBIEEandbegincreatingananalysis,performthefollowingsteps:
1. NavigatetotheOracleBusinessIntelligenceSignInpageandsignin.

Inabrowserwindow,enterhttp://localhost:7001/analytics.TheOracleBusinessIntelligenceSignIn
pageisdisplayed.EnteryourUserIDandPasswordandclickSignIn.ObservethatyoucanselectAccessibility
Mode.

Whenyousignin,theHomepageisdisplayed.

2. TheHomepageisataskoriented,centralizedworkspacecombinedwithaglobalheader,allowingaccessto
OracleBIEEobjects,theirrespectiveeditors,helpdocumentation,andsoon.

TheHomepagecontainsaglobalheader,aCreateNewsection,aCatalogManagementsection,aGetStarted
sectionwithlinkstoadditionalhelpandBItools,aRecentsectiondisplayingtherecentlyviewedorcreated
analysesordashboards,andaMostPopularsection.Youcanalwaysoperatethesefeaturesfromtheglobal
headeraswell.

ObservethatthereisanewlinkintheglobalheaderfortheFavoritessection.Thisisanewenhancement.
FavoritesMenu
ThecurrentreleaseintroducesFavorites,whichallowsyoutobookmarkyourfavoriteCatalogobjects,suchasanalyses,dashboards,andreports.
Youcanviewyourfavoriteslistandopenyourfavoriteobjectsfromtheglobalheader'sFavoritesmenu.Thistopiccovershowtomanagefavorite
objects.

1. Youcanaddcatalogobjectstofavoritesusingthefollowingsteps:

Selectanobject(analysisorthedashboard)fromthecatalog.InthisexampleselecttheanalysisQuarterly
Revenue.ClicktheMoredropdownlistandselectthetaskAddtoFavorites.

TheselectedanalysisorobjectisdisplayedwithagoldstarsymbolontheHomepage.

2. Youcanalsoaddthecatalogobjecttofavoritesbyusingthetaskspaneasshownbelow.

a.Selecttheobject:areport,analysis,oradashboard.

b.ClicktheAddtoFavoritestaskfromthetaskpane.
 TheanalysisisdisplayedasafavoriteobjectontheHomepage.

3. Youcanalsoaddtheobjectfromtheviewerwindow.

Opentheobject(inthisexampleitisananalysis).

ClicktheFavoritesmenu,andthenselectAddtoFavorites.

TheanalysisisdisplayedasafavoritesontheHomepage.Observeastarnexttothenewlyaddedanalysis.

Youcanorganizethesefavoritesandalsodeletetheobjectsfromthefavoritessectionbasedonyourbusiness
requirements.

SearchingtheCatalog(BasicSearch)
Thistopiccoversthebasicsearchofcatalogobjectsfromtheglobalheader.Dependinguponhowyoursystemisconfigured,
youwillusethebasicsearchorthefullyintegratedfulltextsearchtoquicklyfindanobjectwithinthecatalog.

ThebasicCatalogsearch,whichisthestandardsearchdeliveredwithOracleBIEE,givesyoutheproperprivilege
tosearchforobjectsfromtheglobalheaderandtheHomeorCatalogpages.OntheCatalogpage,youcanusethebasicCatalog
searchtolocateanobjectbysearchingforitsexactname,description,location,andtype,only.
Youfindonlythoseobjectsforwhichyouhavetheappropriatepermissions.Whenthedesiredobjectislocated,youcanselectthe
objecttodisplayitforviewingorediting,asyourpermissionsallow.

Toconductabasicsearchforthecatalogobjects,performthefollowingsteps:
 1. a.Intheglobalheader'sSearchfield,clickthedropdownlist,andselecttheobjecttypeforwhichyouwantto
search.

b.PlaceyourcursorinthefieldnexttotheSearchfieldandenterpartoralloftheobject'snameordescription.

c.Clickthearrowicontobeginthesearch.

2. TheCatalogpageisdisplayedwiththeresultsthatmatchyoursearchcriteria.

BIClientInstaller
TheOracleBIClientToolsinstallerisprovidedfororganizationsthatinstallOracleBIoncomputersrunninganAIX,UNIX,or
Linuxoperatingsystem,orthatinstallOracleBIoncomputersrunning32or64bitWindowsoperatingsystems,butwantto
usetheclienttoolsonothercomputers.Theinstallersignificantlysimplifiestheinstallation,uninstallation,andconfigurationfor
OracleBIclienttools.Itissupportedoncomputersrunning32or64bitWindowsoperatingsystemsonly.

ThistopicdemonstrateshowtoinstallBIClientInstallerfromtheGetStartedsection.

1. a.FromtheHomepage,undertheGetStartedsection,clickDownloadBIDesktopTools.
 b.Selecteitherthe32or64bitversionofOracleBIClientInstallerbasedonyoursystemconfiguration.

2. ClickRunintheFileDownloaddialogbox.TheInstallAnywhereWizardbegins.Followthesubsequentstepsthat
arerelevantfortheoptionyouhavechosen.

3. IntheOracleBusinessIntelligenceEnterpriseEditionPlusClientToolsWizard,selecttheappropriatelanguage
andclickOK.ClickNextontheIntroductionpageandthesubsequentinstallationsteps.
 Note:YouusetheOracleBIServerDSNConfigurationWizardtosetupanODBCDSNthatyoucan
usetoconnecttoarepositorythroughtheOracleBIServer.YoucanconnecttotheOracleBI
ServerwithawidevarietyofODBCcompliantqueryandreportingtools,aswellasotherclients
suchasremoteAdministrationToolclients.

CreatingAnalyses
CreatinganAnalysisandUsingtheAnalysisEditor
Filtering,Sorting,andSavingYourAnalysis
CreatingSelectionStepsforYourAnalysis
FormattingandAddingTotalstoYourAnalysis

CreatinganAnalysisandUsingtheAnalysisEditor
ThistopiccoverscreatinganewanalysisbyusingtheAnalysisEditor.

Tobuildananalysis,dothefollowing:

1. FromtheHomepage,clickNew>Analysis.

2. TheSelectSubjectAreapopupappears.
 Asubjectareacontainscolumnsthatrepresentinformationabouttheareasofanorganization'sbusinessorabout
groupsofuserswithinanorganization.Whenyoucreateanewanalysis,thissubjectareaisknownastheprimary
subjectareaandwillappearintheSubjectAreaspaneoftheAnalysisEditor.If,asyouwork,youneedmoredata,
youcanaddadditionalsubjectareasifyouhavepermissiontoaccesstheseadditionalsubjectareas.

IntheSelectSubjectAreapopup,selectASampleSales.TheAnalysisEditorisdisplayed.

ObservetheAnalysisEditor,whichisusedtoexploreandinteractwithinformationbyvisuallypresentingdatain
tables,graphs,pivottables,andsoon.

TheAnalysisEditoriscomposedoftabsandpanes,asshowninthescreenshot,representingthesubjectarea
(columns),availablecatalogobjects,selectedcolumnsfortheanalysis,andfilters(whichlimittheselecteddata).

Asubjectareacontainsfolders,measurecolumns,attributecolumns,hierarchicalcolumns,andhierarchylevels
thatrepresentinformationabouttheareasofanorganization'sbusinessoraboutgroupsofuserswithan
organization.Subjectareasusuallyhavenamesthatcorrespondtothetypesofinformationthattheycontain,such
asPeriod,Regions,Products,Orders,andsoon.

Inthisexample:

TheselectedsubjectareaisASampleSales
Thefourtabs(Criteria,Results,PromptsandAdvanced)aredisplayedatthetopoftheEditor
TheSelectedcolumnspaneisemptybecauseyouhavenotyettochosenthecolumns
TheFilterspaneisemptyaswellwaitingforthecolumnselectionsandfurthercriteria

Therearevariouscolumntypesinasubjectarea.Theyare:

Issimilartoacolumninatableinarelationaldatasource.Holdsasimplelistof
Attribute
members,whichfunctionasattributes,similartoadimension.Examplesinclude
Column
ProductIDorCity.
 Hierarchical Issimilartoahierarchyofadimensioninamultidimensionaldatasource.Holdsalistin
Column whichindividualmembersareshowninanoutlinemanner,withlowerlevelmembers
rollingintohigherlevelmembers,andoutlinetotalsbeingshownforthehigherlevel
members.Forexample,aspecificdaybelongstoaparticularmonth,whichinturnis
withinaparticularyear.

Hierarchycolumnscanalsobe:

Consistsofoneormorelevels.Forexample,aTimehierarchy
Levelbased
mighthavelevelsforYear,Quarter,andMonth.
Consistsofvaluesthatdefinethehierarchy,ratherthanlevels.For
example,anEmployeehierarchymighthavenolevels,butinstead
havenamesofemployeeswhoaremanagedbyotheremployees.
Valuebased
Employeescanhavetitles,suchasVicePresident.Vice
PresidentsmightreporttootherVicePresidentsanddifferentVice
Presidentscanbeatdifferentdepthsinthehierarchy.
Ahierarchyinwhichallthelowerlevelmembersdonothavethe
samedepth.Forexample,aTimehierarchymighthavedatafor
Ragged thecurrentmonthatthedaylevel,thepreviousmonthsdataatthe
monthlevel,andtheprevious5yearsdataatthequarterlevel.
Thisisalsoknownasanunbalancedhierarchy.

Ahierarchyinwhichcertainmembersdonothavevaluesfor
certainhigherlevels.Forexample,intheUnitedStates,thecityof
WashingtonintheDistrictofColumbiadoesnotbelongtoastate.
Skiplevel
Theexpectationisthatuserscanstillnavigatefromthecountry
level(UnitedStates)toWashingtonandbelowwithouttheneedfor
astate.

Issimilartoacolumnofdatainatableinarelationaldatasource.Holdsasimplelistof
Measure datavalues.ItisacolumninanOracleBIEnterpriseEditionrepository,usuallyinafact
Column table,thatcanchangeforeachrecordandcanbeaddeduporaggregatedinsomeway.
ExamplesincludeRevenueorUnitsSold.

Thescreenshotshowsfoldersandcolumns,andselectedtheASampleSalessubjectarea.

3. a.Selectthefollowingcolumnsforyouranalysis.

Folder Columns
Customers>CustRegions C50Region
Products P1Product
BaseFacts 1Revenue
b.Whileselectingthecolumns,clicktheplussign toexpandthefoldersanddoubleclicktherequiredcolumn
namestogetthemintheSelectedColumnssection.Inthisexample,expandtheCustomersfolder>Cust
Regions,andthendoubleclickC50RegiontogetitintheSelectedColumnssection.

c.TheselectedcolumnsaredisplayedintheSelectedColumnssection.Youranalysiscriteriashouldlooklikethis:

Note:IntheSelectedColumnssection,youcanreorderthecolumnsinyouranalysisbyclickinganddragging
them.Theimageshowsthestepbystepviewofreorderingthecolumns.
4. ClicktheResultstab.ThedefaultCompoundLayoutisdisplayed.

TheCompoundLayoutisacompositionofmanyviews.Bydefault,bothaTitleviewandaTableviewaredefined
foryouwhenusingattributeandmeasurecolumns.APivotTableviewisautomaticallycreatedwhenusing
hierarchicalcolumnsinyouranalysis.
 TheTitleviewallowsyoutoaddatitle(thedefault),asubtitle,alogo,alinktoacustomonlinehelppage,and
timestampstotheresults.TheTableviewdisplaysresultsinastandardtable.Youcannavigateanddrilldownin
thedata.Youcanaddtotals,customizeheadings,andchangetheformulaoraggregationruleforacolumn.You
canalsoswapcolumns,controltheappearanceofacolumnanditscontents,andspecifyformattingtoapplyonlyif
thecontentsofthecolumnmeetcertainconditions.

Note:IntheCompoundLayout,youcancreatedifferentviewsoftheanalysisresultssuchasgraphs,tickers,and
pivottables.Thesearecoveredintheupcomingtopics.

Filtering,Sorting,andSavingYourAnalysis
Thistopicdemonstrateshowtofilter,sort,andsavetheanalysisyouhavecreatedabove.

Youwilladdafiltertotheanalysisandthensavethefilter.Filtersallowyoutolimittheamountofdatadisplayedintheanalysisandareappliedbefore
theanalysisisaggregated.Filtersaffecttheanalysisandthustheresultingvaluesformeasures.Filterscanbeapplieddirectlytoattributecolumns
andmeasurecolumns.
Afiltercreatedandstoredattheanalysisleveliscalledaninlinefilterbecausethefilterisembeddedintheanalysisandisnot
storedasanobjectinthePresentationCatalog(Catalog).Therefore,aninlinefiltercannotbereusedbyotheranalysesordashboards.
Ifyousavethefilterhowever,itcanbereusedandisknownasanamedfilter.(Namedfilterscanalsobecreatedfromtheglobalheader.)

Performthefollowingstepstofilter,sortandsavethepreviouslycreatedanalysis.

1. a.ClicktheCriteriatabbedpage.SelectthecolumnCustRegions>C50Regiontocreateafilter.Youcancreatea
filterbyhoveringoverthespecificcolumn'stoolbarandselectingtheMoredropdownmenu.

b.IntheMoredropdownmenu,selectFilter.

2. Youcanalsocreateafilterbyclickingthe"CreateafilterforthecurrentSubjectArea"iconintheFilterspane
andthenselectingthecolumnfromthedropdownlist,asshowninthescreenshot.

ThecolumnselectedforthisexampleisCustRegions>C50Region.

Sinceyouhavealreadyselectedafilterinthepreviousstepyouarenotusingthisoption.

3. TheNewFilterdialogboxisdisplayed.Acceptthedefaultvaluefortheoperator(isequalto/isin),andentera
columnvalue(orarangeofcolumnvalues)forthiscondition.Todothis,clickthedropdownlistforValue,and
selectthedesiredcheckboxes.SelectAmericasandEMEA.
 ClickOK.

4. TheFilterspanedisplaysthenewlycreatedfilter.

Savethisfilter.ClicktheMoreOptionsiconinthefilterspaneandselectSaveFiltersfromthedropdownlist.

5. TheSaveAsdialogboxappears.Afiltermustbesavedtoasubjectareafoldersothatitisavailablewhenyou
createananalysisusingthesamesubjectarea.

NavigatetotheSubjectAreaContentsfolderundertheMyFolders.SelecttheASampleSalesfolder.Namethe
filterAmericasandEMEAfilterandacceptthedefaultlocation.IfaConfirmSaveLocationdialogboxappears,
acceptthedefault.OracleBIEEallowsyoutosaveanytypeofbusinessintelligenceobjecttoanylocationwithin
theCatalog.However,forsomeobjecttypessuchasfilters,OracleBIEEsuggeststhebestCataloglocation.

TheSaveAsdialogboxshouldlooklikethis:
 ClickOK.

TheFilterspaneshouldlooklikethis:

6. Next,yousavetheanalysissothatyoucanverifythecreationofyournamedfilterwithintheCatalog.

a.ClicktheSaveicontosaveyouranalysis.

b.NavigatetoMyFoldersandclicktheNewFoldericon.TheNewFolderdialogboxappears.
 c.NamethefolderRegionalRevenueandclickOK.SavetheanalysisasRegionalRevenueinthecatalogfolder
RegionalRevenue.

7. Verifythenamedfilter.

ClicktheCataloglinkontheglobalheaderandnavigatetothefolderwhereyousavedyourfilter.TheAmericas
andEMEAfilterisdisplayedintheCatalog.

8. GotoHomepage,andintheRecentarea,clicktheEditlinkfortheRegionalRevenueanalysis.

9. Nowyouwilladdasorttothisanalysis.

a.OntheCriteriatabbedpage,clicktheMoreOptionsiconfor1Revenue.

b.SelectSort>SortDescending.

Observethatasorticonisaddedto1Revenue.Theorderofthesortisindicatedbyanarrowinthiscase,the
arrowspointsdown,indicatingthatitisdescending.Additionally,ifmultiplesortsareadded,asubscriptnumber
willalsoappear,indicatingthesequenceforthesortorder.
 c.Saveyouranalysisagain.

10. ClicktheResultstabbedpagetoverifythefilterandsortarebeingappliedtoyouranalysis.TheCompound
Layoutdisplaysthefilteredandsortedanalysis.

Thisconcludesthetopicofsavingananalysisandsortingit.

CreatingSelectionStepsforYourAnalysis
Thistopiccovershowtoaddselectionstepsfortheproductintheanalysis.Bothfiltersandselectionstepsallowyoutolimitthedatadisplayedinyour
analysis.
Unlikefiltersthatareappliedbeforetheanalysisisaggregated,selectionstepsareappliedaftertheanalysisisaggregated.
Selectionstepsonlyaffectthemembersdisplayed,nottheresultingaggregatevalues.
Forexample,theoutlinetotalforthetoplevelofahierarchyisnotaffectedifsomemembersofthehierarchyareexcludedfromtheselection.
Selectionstepsarepercolumnandcannotcrosscolumns.WhilemeasurecolumnsappearintheSelectionStepspane,youcannotcreateselection
stepsforthem.
Notethathowever,thegrandtotalsandcolumntotalsareaffectedbyselections.Youcancreateselectionstepsforbothattributecolumnsand
hierarchicalcolumns.

ToaddselectionstepsforProduct,dothefollowing:

1.
Clicktheplusicon toexpandtheSelectionStepspaneoftheCompoundLayout.
 TheSelectionStepspaneopens.

2. UnderProductsP1Product,hoverover1.Startwithallmembers,andclickthepencilicon.
3 TheEditMemberStepdialogboxappearswiththelistofavailableproducts.

YouwillusetheshuttleiconstomovecolumnmembersbetweentheAvailableandSelectedcolumns.
4. ClicktheMoveAllshuttleicontomoveallmembersfromtheAvailablepanetotheSelectedpane.

5. IntheSelectedcolumn,selectInstallandMaintenanceandclicktheRemoveicontoreturnthesetwomembersto
theAvailablecolumn.
 YoucanuseCtrl+Candclicktoselectmultiplemembersinthelist.ClickOK.Notethatthetwomembersthatyou
removed(InstallandMaintenance),arenotselectedanymore.

6. a.TheSelectionStepspaneappearswiththenewvaluesadded.ObservethatyoucanalsosavetheSelection
StepsasanobjectintheCatalogbyclickingtheSaveicon.

b.ClicktheminussignicontominimizetheSelectionStepspane
 .

7. VerifyyourresultsbyreviewingyouranalysisintheTableviewoftheResultstab.

ClickthedoubleheadedarrowiconwithintheTableviewtodisplayallrowsoftheanalysis.

Theanalysisappearswithall34rows.
 .

FormattingandAddingTotalstoYourAnalysis
Toaddformattingandtotalstoyouranalysis,dothefollowing:

1. Toaddtotalstoyouranalysis,clicktheEditViewiconintheTableview.

TheTableEditorappears.
2. a.Toaddagrandtotaltotheanalysis,clicktheTotalsicontotherightofColumnsandMeasuresintheLayout
paneoftheTableeditor.

b.SelectAfterfromthedropdownlist.ReviewtheresultsinthePreviewpane,andnotethattheTotalsiconnow
displaysagreencheckmark,indicatingthatagrandtotalhasbeenaddedtotheanalysis.
 c.ClickDone.

3. BeforeaddingatotaltotheRegion,removethesortfrom1Revenue.

a.ClicktheCriteriatabbedpage.

b.ClicktheMoreOptionsiconfor1RevenueandselectSort>ClearSort.

c.ClicktheResultstabbedpageandreviewtheTableviewtoconfirmthatthesorthasbeenremovedfromthe
analysis.
4. Nowyouwilladdatotalbyregiontoyouranalysis.

a.ClicktheEditViewicon intheTableview.TheTableEditorappears.

b.IntheLayoutpane,clicktheTotalsiconforC50Region.

c.SelectAfterfromthedropdownlist.ReviewtheresultsinthePreviewpane,andnotethattheTotalsiconnow
displaysagreencheckmark,indicatingthatatotalhasbeenaddedforthatspecificcolumn/region.
5. Afteryoucreateandrunananalysis,defaultformattingrulesareappliedtotheanalysis'results.Defaultformatting
rulesarebasedoncascadingstylesheetsandXMLmessagefiles.Youcancreateadditionalformattingtoapplyto
specificresults.Additionalformatshelpyoutohighlightblocksofrelatedinformationandcallattentiontospecific
dataelements.Youcanalsouseadditionalformattingtocustomizethegeneralappearanceofanalysesand
dashboards.

NowyouwillapplyformattingtotheC50Regioncolumn.

Youapplyformattingtoaheading.ClicktheMoreoptionsicon fortheC50RegionandselectFormat
Headings.

TheEditFormatdialogboxappears.
6. a.IntheCaptiontextbox,enterRegion.

b.IntheFontarea,clickthedropdownlistforColorandselectaredcolorfromtheColorSelectordialogbox.Click
OK.

c.IntheCellarea,clickthedropdownlistforBackgroundColorandselectalightbluecolorfromtheColor
Selectordialogbox.ClickOK.

d.ClickOKintheEditFormatdialogboxtoseetheresultsofyourformatchangesfortheC50Region.
 ThePreviewpaneshouldlooklikethis:

7. a.ClicktheTableViewpropertiesicononthetoolbar.

TheTablePropertiesdialogboxappears.

b.SelecttheEnablealternatingrow"greenbar"stylingcheckbox,andclickOK.

c.ThePreviewpaneshouldlooklikethis.ClickDoneandthensaveyouranalysis.
 Thisconcludesthetopicofformattingandaddingtotalstoyouranalysis.

AddingaGraphtoanAnalysis
Inthistopic,youlearnhowtoaddagraphtoananalysis,andhowtoapplyasavedfilterandformatthegraph.

EnhancinganAnalysisbyAddingaGraph
FormattingtheGraph

EnhancinganAnalysisbyAddingaGraph
Inthissubtopic,youbeginbycreatinganewanalysistowhichyouaddagraphandapplyanamedfiltercreatedinthefirsttopic.Performthe
followingsteps:

1. CreateanewanalysisbyusingthesamecolumnsthatyouusedtocreateRegionalRevenue.SelectNew>
Analysisontheglobalheader.UseASampleSalesSubjectArea.

2. AddC50RegionfromCustRegions,P1ProductfromProducts,and1RevenuefromBaseFactstoSelected
Columns.
3. Next,youwilladdanamedfilterthatyoupreviouslycreatedtolimittheanalysistojustAmericasandEMEAdata.

a.IntheCatalogpane,navigatetolocateyourfilterAmericasandEMEAfilter.

b.SelectthefilterandclicktheAddMoreOptionsicon.

4. a.IntheApplySavedFilterdialogbox,selecttheApplycontentsoffilterinsteadofareferencetothefilter
checkbox.Thisoptionaddsthefilterasaninlinefilter,allowingyoutomakechangeswithoutchangingthe
Catalogfilteritem.Notethatifyoudonotselectthischeckbox,thefilterisaddedasanamedfilterthatyoucan
view,butnotedit.
 b.ClickOK.Thefilterisaddedtoyouranalysis.

5. SavetheanalysistoyourRegionalRevenuefolder,enteringRegionalRevenueGraphastheanalysisname.

6. Youwilladdagraphtothisanalysis.

a.ClicktheResultstabbedpage,andclicktheNewViewicon.
b.SelectGraph>Bar>Default(Vertical)fromthemenus.

ThedefaultGraphviewappearsbelowtheTableview.
7. ClicktheRemoveViewfromCompoundLayouticonforbothTitleandTableviews.

BothviewsareremovedfromtheCompoundLayout.Notehowever,thattheyarestillavailableforusefromthe
Viewspane.
 8. Savetheanalysis.

FormattingtheGraph
Toenhancetheappearanceofagraph,performthefollowingsteps:

1. ClicktheEditViewicontobeginyourformattingchanges.TheGrapheditorappears.


2. TheGraph,likeothervieweditors,iscomposedofthreesections:

Toolbar
Thetoolbarallowsyoutochangegraphtypesandsubtypes,print,preview,editgraphproperties,andso
on.

Previewpane

Thepreviewpaneisadynamicviewofthegraph,allowingyoutoviewthechangesinstantly.

Layout

Thelayoutallowsyoutochangethepropertiesofprompts,sections,measures,andsoon,andallowsyou
toregroupcolumnsforgraphdisplay.

3. ClicktheEditpropertiesicon.
 TheGraphpropertiesdialogboxappears.

TheGraphpropertiesdialogboxiscomposedoffourtabbedpages:General,Style,Scale,andTitlesandLabels.Thesetabbedpagesallow
youtodothefollowing:

General Setpropertiesrelatedtothegraphcanvas,suchascanvaswidth,height,legendlocation,andsoon.
Style Setpropertiesthatcontroltheappearanceofthegraphsuchasplotareaandgridlines.
Scale Setpropertiesforpartsofthegraph(axislimitsandtickmarks).
TitlesandLabels Setpropertiesthatcontrolthedisplayoftitlesandlabelsforthegraph.

4. a.SelectEnableforHorizontalAxisfromthe"ZoomandScroll"checkboxes.Whenzoomingandscrollingisenabledforagraph,thenthe
graphincludesaZoomicon.TheZoomiconallowsyoutozoominandoutofagraph'splotareaviaitsaxes.Onceyouzoominonanaxis,
youcanscrolltheaxis.Whenyouzoomanaxis,azoomandscrollsliderappears.

b.SelectleftfromtheLegendlocationdropdownlist.Thedialogboxshouldlooklikethis:

Note:The"AnimategraphonDisplay"checkboxspecifieswhethertoshowinitialrenderingeffectsandisselectedbydefault.Forexample,
thebarsonahorizontalgraphstartatthexaxisandmoveupthescaleonthexaxistothecurrentmeasurementlevel.

"ListentoMasterDetailEvents"allowsyoutospecifythisanalysisasadetailviewinamasterdetailrelationship.Youwillusethisoptionina
subsequentstepwhenworkingwithpivottables

5. a.ClicktheStyletabbedpage.
 b.ClicktheStyledropdownlistforGraphDataandselectGradient.TheGraphDataareaallowsyoutochooseastyleforspecifictypesof
graphs.Forexample,youmightchoosepatternfillfortohighlightdifferencesonalinebargraphorgradientforabargraphtomakethedata
valuesstandout.

6. ClicktheBackgrounddropdownlistinthePlotarea,andselectalightbluecolorfromtheColorSelector.ClickOK.

TheGraphpropertiesdialogboxshouldlooklikethis:
7. ClicktheScaletabbedpage.TheScaletabbedpageappears.

Specifyingsettingfortheaxislimitsandtickmarksenablesyoutocontrolwhatyouseeonyourgraph.Ifyouoverridethesystemdefaultfor
tickmarks,thecolorsthatyouhaveselectedforhorizontalandverticalgridlinesontheGeneralpropertiestabbedpagewillbeappliedto
bothmajorandminorticks.

8. a.ClicktheTitlesandLabelstabbedpage.
 b.DeselectthecheckboxforUsemeasurenameasgraphtitleandenterRegionalRevenueintheTitletextbox.

c.ClicktheFormatTitleicon forGraphTitle.

The"FontFormat:Title"dialogboxappears.Youusethisdialogboxtospecifyhowtitles,legendlabels,andsoonarehandled(suchas
truncatedautomatically)andtospecifyfontproperties.ClickCancel.

9. DeselectthecheckboxforVerticalAxisTitleandclickOKtoclosetheGraphPropertiesdialogbox.
 Thepreviewpanerefreshesandshouldlooklikethis:

Examinethechangesthatyoumadetothegraph.Theformattingchangeshavebeenappliedalongwithanewtitleandahorizontalzoom.

10 ClicktheZoomiconandselectZoomIn.
.

Onceyouhavezoomedin,asliderappears.
11 a.IntheLayoutpane,moveC50RegionfromtheGroupBydroptargettotheGraphPromptsdroptarget.Thepreviewpanerefreshes:
.

Thepromptallowsyoutoselecteachregionindividually,makingthegraphabiteasiertoconsume.

b.MoveC50RegiontotheSectionsareaandselecttheDisplayasSlidercheckbox.TheGrapheditorshouldlooklikethis:

Whenyoumovealongthesliderforaparticularregion,thegraphchangesaccordingly.

c.ClickDoneandthensaveyouranalysis.
 YoucanfurtherexperimentwiththeregionsliderbyclickingtheC50RegionorAmericaslink.

Thegraphdisplaychangesaccordingly.

WorkingwithPivotTables,andMasterDetailLinking
Inthistopic,youlearnhowtocreateananalysiswithaPivotTableview,format,addacalculatedcolumntoapivottable,addaGauzeview,and
createamasterdetaillinking.YoualsolearnhowtofilteryourresultsusingSelectionStepsinpivottables.

CreatingandFormattingaPivotTableviewandAddingCalculations
AddingaGaugeView
AddingSelectionStepsandSelectionStepsView
CreatingaMasterDetailLinking

CreatingandFormattingaPivotTableviewandAddingCalculations
Inthissubtopic,youbeginbycreatinganewanalysiswithahierarchicalcolumnandthenapplyinganamedfilter.Alsoyouformatandaddtotals.
Pivottablesprovidetheabilitytorotaterows,columns,andsectionheadingstoobtaindifferentperspectivesofthesamedata.
Theyareinteractiveinthattheyaredrillable,expandable,andnavigable.

Tocreateananalysiswithapivottable,performthefollowingsteps:

1. ClickNew>Analysisontheglobalheader.
 SelectASampleSalesasthesubjectarea.

2. IntheAnalysisEditor,addthefollowingcolumnstotheanalysiscriteria:

Folder Columns
Orders OrdersHierarchy

Customers C50Region

Products P4Brand

BaseFacts 1Revenue

3. ClicktheResultstabbedpagetoviewtheanalysisandinspectthepivottable.ObservethatthePivotTableview
isincludedbydefault.

4. a.ReturntotheCriteriatabbedpage.
 b.ApplytheAmericasandEMEAfilternamedfilterasyoudidpreviously.

c.EditthecolumnpropertiesforRevenue.ClicktheMoreOptionsiconfor1RevenueandselectColumn
Properties.

TheColumnPropertiesdialogboxappears.

5. SelecttheColumnFormattabbedpage.SelecttheCustomHeadingscheckboxandenterRevenueinthe
ColumnHeadingtextbox.

6. SelecttheDataFormattabbedpage.SelecttheOverrideDefaultDataFormatcheckboxandselectthevalues
asindicatedbelowintheimage.ClickOK.

7. ClicktheResultstabbedpage.ReviewtheformattingchangesthatyoumadetotheRevenuecolumn.
8.
DeletetheTitleviewandthenclicktheEditViewicon toformatthepivottable.

ThePivotTableeditorappears.

9. Formatthepivottableasfollows:

a.DragP4BrandbelowMeasureLabels.

b.DragC50RegiontotheSectionsarea.

Thepivottableshouldlooklikethis:
10.
AddacalculationtothepivottablebyduplicatingtheRevenuecolumn.ClicktheMoreOptionsicon forthe
RevenuecolumnandselectDuplicateLayer.

TheduplicatedRevenuecolumnappears.
11. a.SelecttheMoreOptions>FormatHeadingstoeditthepropertiesfortheduplicatecolumn.

b.IntheCaptiontextentryboxintheEditFormatdialogbox,namethenewcolumn%RevenueandclickOK.
12. Changethecalculationtoreflectapercentageoftheparent.SelecttheMoreOptions>ShowDataAs>Percent
of>RowParent.

ThePivotTableeditorlookslikethis:
 ClickDoneandsavetheanalysisasRegionalRevenuePivot.Thepivottableshouldlooklikethis:

13.
a.ExpandtheOrdersHierarchybyclickingtheplussignicon forTotalOrdersfortheAmericas.
Theplusandminusiconsareusedtoexpandandcollapsethedataforanalysis.OrdersHierarchycontains
OrdersontherowedgeandTotalOrdersastheparent.Revenueisthemeasure.
 Becausehierarchicalcolumnsimplypivottables,youcansortnotonlyonmembersandmeasures,butalsoon
rows.Hierarchicalmembersontherowedgecanincludesortcaraticons( ),whichallowyoutosortthe
membersonthecolumnedgebythatrow,ineitherascendingordescendingorder.Thesecaraticonsdonot
appearforattributecolumns,whichdonothavetheconceptofarowedge.

Whenyousortmembersinahierarchicalcolumn,youalwayssortwithintheparentthatis,childrenarenever
sortedoutsideoftheirparent.Thechildrenappearbelowtheparentinthepropersortordertheparentisnot
sortedwithinitschildren.

b.TheTotalOrdersparentmemberrepresentsanoutlinetotalfortheorders.RowsortTotalOrders,forthe
AmericasinDescendingsequenceandexaminetheresultswithinthepivottable.Theproductbrandsonthe
columnedgearesorted,reflectingsortedRevenuevaluesindescendingsequenceforeachTotalOrder.

14. ExpandExpressordersandthenexpand6Cancelledtoviewthe%oftotalrevenuelostfromcancellations.
15. a.PlaceyourcursorontopoftheOrdersHierarchyandrightclick.SelectCollapseallitemsinviewfromthe
menu.Noticethatyoucanalsosort,excludecolumns,andmoveitemsaroundusingthismenu.

b.PlaceyourcursortotheleftoftheBrandcolumn(BizTech).Atabappears.Whenyouhoveroverthistab,a
swapiconappears.Youusethisswapicontoswapcolumnswithrowsortorepositionacolumnorrowalonga
differentaxis.

Theswapiconlooklikesthis:
 c.DragBrandontopofOrdersHierarchy.Thepivottableshouldlooklikethisbeforeyoureleasethemouse
button:

d.Releasethemousebuttonandreviewthepivottable.

e.Savetheanalysis.

AddingaGaugeView
Inthissubtopic,youaddaGaugeviewtotheCompoundLayout.

ToaddaGaugeview,performthefollowingsteps:

1. ClicktheNewViewiconandselectGauge>Default(Dial).
2. Scrolldownandviewthegauge.

3. Editthegaugepropertiestodisplaymediumsizeandremovethefooters.Usethepencilicontoaccessgauge
editor.Thegaugeviewshouldlooklikethis.


4. Addaslidertothegauge(forC50Region).

IntheLayoutpane,dragC50RegiontotheSectionsdroptargetandselectDisplayasSlider.
 ClickDoneandsavetheanalysis.

AddingSelectionStepsandSelectionStepsView
Inthissubtopic,youbeginbycreatinganewanalysiswithhierarchicalcolumnsandapplyselectionsteps.

Tocreateananalysiswithapivottable,performthefollowingsteps:

1. SelecttheNew>Analysisontheglobalheader.SelectASampleSalesasthesubjectarea.

2. IntheAnalysisEditor,doubleclickthefollowingcolumns:

Folder Columns

Products ProductsHierarchy

Time TimeHierarchy

BaseFacts 1Revenue
3. ClicktheResultstab.Twoviewsappear:TitleandPivotTable.Becauseyouareusinghierarchicalcolumns,aPivotTableviewisgenerated
automatically.

ExpandTimeHierarchy.

4. a.DeletetheTitleview.
 b.ScrolldowntoviewtheSelectionStepspane.Expandit.

Note:IfyoudonotseetheSelectionStepspane,clicktheShow/HideSelectionStepspaneicon

5. YouwilladdmembersbasedonHierarchyforProductsHierarchy.

IntheProductsProductsHierarchysection,clickStep2.Then,NewStep.SelectSelectMembersbasedonHierarchy.
6. TheNewHierarchySelectionstepdialogboxappears.

SelectBasedonFamilyRelationshipfromtheRelationshipdropdownlist.

7. TheNewHierarchySelectionStepdialogboxexpands.

SelectKeeponly,SiblingsOfastheaction,andthenexpandTotalProductsandselectFunPod.MoveFunPodtotheSelectedpane.
 ClickOK.

8. SavetheanalysisasMySelectionStepsAnalysisunderthefolderMyFolders>RegionalRevenue.Observethattheanalysisonlyshows
BizTechandHomeView,sinceyouselectedSiblingsofFunPod.

9.
Clickthepencilicon inStep2toedittheselectionforProductHierarchy.

10. IntheEditHierarchySelectionStepdialogbox,selectIncludeselectedmembers.ClickOKandsavetheanalysis.
 ObservethatFunPodisincludedthistime.

11. SelectionStepsviewsarenowavailablejustasanotherviewthatcanbeincluded.

FromtheNewViewdropdownlist,selectSelectionSteps.

TheSelectionStepsviewisdisplayedinthecompoundlayout.
 Savetheanalysis.

12. Now,youwilladdaGroupforProductsHierarchy.

IntheProductProductHierarchysection,clickThen,NewStep.

SelectAddGroupsorCalculatedItems>NewGroup.

13. IntheNewGroupdialogbox,enterMyGroupintheDisplayLabeltextbox,expandTotalProduct,andthenselectFunPodandHomeView.
MovethemtotheSelectedpaneandclickOK.

ThisnewgroupisaddedtotheCompoundLayoutview.
 14. ClickMyGroupintheSelectionStepsViewandyouwillbeabletoseethevaluesinMyGroup.

YoucanalsoseethevaluesifyouexpandMyGroupinthePivottable.

Savetheanalysis.

ThisconcludesthetopicofcreatingaPivottableandapplyingselectionstepstothetable.

CreatingaMasterDetailLinking
Masterdetaillinkingofviewsallowsyoutoestablisharelationshipbetweentwoormoreviewssothatoneview,calledthemasterview,willdrivedata
changesinoneormoreotherviews,calleddetailviews.TocreateaMasterDetaillinking,forthepreviouslycreatedRegionalRevenuePivot
analysisperformthefollowingsteps:

1. Setupthemasterviewtowhichyoulinkthedetailview.

a.EdittheRegionalRevenuePivotanalysis,andclicktheCriteriatabbedpage.

b.ClicktheMoreOptionsiconandselectColumnPropertiesfortheC50Regioncolumn.
2. TheColumnPropertiesdialogboxappears.ClicktheInteractiontabbedpage.

IntheValuearea,clickthePrimaryInteractiondropdownlist,andselectSendMasterDetailEvents.

3. When"SendMasterDetailEvents"isselected,aqualificationtextbox,Specifychannel,appears.Youusethistextboxtoenteranamefor
thechanneltowhichthemasterviewwillsendmasterdetailevents.Thisisacasesensitivetextbox.

a.Enterregioninthe"Specifychannel"textboxandclickOK.

b.Savetheanalysis.

4. Definethedetailviewtowhichthemasterviewshouldlink.Youcanaddanyviewthatincludesthesamemastercolumnasthemasterview.

a.ClicktheResultstabbedpagetoviewtheCompoundLayoutandclickEditViewfortheGaugeview.
 b.TheGaugeeditorappears.ClickEditgaugepropertiesonthetoolbar.

5. TheGaugePropertiesdialogboxappears.
 a.SelecttheListentoMasterDetailEventscheckbox.

b.EnterregionintheEventChannelstextbox.Rememberthatthismustmatchpreciselywiththetextenteredforthemasterview.

c.ClickOK.

6. ClickDoneandthensaveyouranalysis.

7. a.InthePivotTableview(themasterview),selectAMERICAStodrilldown.
BoththePivotTableviewandtheGaugeview(thedetailview)updatetoreflectthedrill.
 b.Saveyouranalysis.

WorkingwithOtherViewTypes
Youhavelearnedaboutcreatingthefollowingviews:

Titles
Table
PivotTable
Graph

Inthistopic,youcreateaNarrativeview,aColumnSelectorview,andaViewSelectorview.YoualsocreateaTrellischart.

CreatingaNarrativeView
CreatingColumnSelectorandViewSelectorViews
CreatingaSimpleTrellisView

CreatingaNarrativeView
YoucreateaNarrativeviewtoprovideinformationsuchascontext,explanatorytext,orextendeddescriptionsalongwithcolumnvaluesforan
analysis.Youcanincludevaluesfromattribute,hierarchical,andmeasurecolumns.IfyouwanttoincludehierarchylevelsinaNarrativeview,use
selectionstepstodisplaythelevels.TheNarrativeviewisacombinationoftextandquerycolumnvalues.

ToaddaNarrativeview,performthefollowingsteps:

1. TocreateameaningfulNarrativeview,beginbycreatinganewanalysisthatincludesacalculateditem.

a.Createananalysisasyoudidabove,includingthefollowingcolumns:

Folder Columns
Customers C50Region
 Customers C0CustomerNumber

Customers
C1CustomerName

BaseFacts 4PaidAmount

3DiscountAmount
BaseFacts

b.Changethepropertiesof4PaidAmountand3DiscountAmounttoincludedollarsigns,commas,andtwo
decimalplaces.Thepropertiesshouldlooklikethis:

c.AddafiltertoC50RegionandselectonlytheAmericasregionandsavethefilterasAMERICASonly.

2. a.Add3DiscountAmounttotheCriteriatabbedpageasecondtime.TheSelectedColumnswithintheCriteria
tabbedpageshouldlooklikethis:
b.EdittheColumnPropertiesfortheduplicate3DiscountAmountcolumn.ClickMoreOptionsforthisduplicate
columnandselectColumnProperties.

c.SelecttheColumnFormattabbedpage,andselectthecheckboxforCustomHeadings.EnterDiscntPctto
PaidAmtintheColumnHeadingtextbox.

d.UsingtheDataFormattabbedpage,formatthedataforthiscolumnasapercentagewithtwodecimalplaces
andthenclickOK.

TheSelectedColumnsshouldlooklikethis:
3. a.ClickMoreOptionsforDiscntPcttoPaidAmtandselectEditFormula.

TheEditColumnFormuladialogboxappears:

b.EnterthefollowingformulaintheColumnFormulatextbox.

("BaseFacts"."3DiscountAmount"/"BaseFacts"."4PaidAmount")*100

Hint:YoucancopythelineofcodeandpasteitintheColumnFormulatextbox.

TheEditColumnFormuladialogboxshouldlooklikethis:
 c.ClickOK.

4. a.SelecttheResultstabbedpageandremovetheTitleviewfromtheCompoundLayout.

b.ClicktheEditViewicontoopentheTableeditor.

c.ClicktheMoreOptionsiconforC50RegionandselectHiddentohidethecolumn.
 d.ClickDonetoreviewyourresults.TheTableviewshouldlooklikethis:

e.SavetheanalysisasCustomerDiscountsbyRegion.

5. ToaddtheNarrativeviewperformthefollowingsteps:

a.ClicktheNewViewicononthetoolbarandselectOtherViews>Narrative.
 b.DragtheNarrativeviewabovetheTableview.

c.ClicktheEditViewiconfortheNarrativeview.

6. TheNarrativeeditorappears.

YouusethePrefixtextboxtoentertheheaderforthenarrative.Thistextisdisplayedatthebeginningofthe
narrative.
YouusetheNarrativetextboxtoenterthenarrativetextthatwillappearforeachrowintheresults.Youcan
includebothtextandcolumnvalues.Includealinebreakcodeattheendofthisfieldtoforceeachlineoftext
andvaluesontoitsownline.Toincludevalues,usetheatsign(@)byitselftoindicatethefirstcolumn.Ifyou
includemultiplesigns,thenthefirstoccurrenceofthesigncorrespondstothefirstcolumn,thesecond
 occurrencecorrespondstothesecondcolumn,andsoon.Youusethe@signtoincludetheresultsfromthe
designatedcolumninthenarrative.
Youusethe"Rowseparator"textboxtoenterarowseparatorforeachlinefromtheNarrativefieldthatcontains
values.Forexampleyoumightenterastringofplussigns(+)betweeneachline.
Youusethe"Rowstodisplay"textboxtoenterthenumberofrowsfromthecolumntoreturn.Forexample,
enter5todisplayvaluesfromthefirst5rowsofthecolumn.Forahierarchicalcolumn,youcanuseselection
stepstodisplayhierarchylevelswiththehierarchicalcolumn.Ahierarchylevelisconsideredarow.
YouusethePostfixtextboxtoenterthefootertexttoappearatthebottomofthenarrative.Todisplaythefooter
informationonaseparatelinefromtheactualnarrativetext,includemarkuptagsinthePostfixfield.Ensurethat
thenarrativeendsinalinebreak,orthatthefooterbeginswithalinebreak.
ThetoolbarallowsyoutouseHTMLcodeandmarkuptoenhancethenarrative.

b.InthePrefixtextbox,enterThisanalysisshowsthediscountpercentageforeachcustomerwithinthe,
ensuringthatyouleaveasinglespacefollowingthelastword.

c.IntheNarrativetextbox,enter@1,wherethenumber"1"representsthefirstcolumnintheanalysis(C50
Region).Then,selectthe@1thatyouenteredandclicktheboldicon.

d.InthePostfixtextbox,enterregion.,ensuringthatyouincludeaspacebeforeregionandaperiodafterregion.

e.Enter1inthe"Rowstodisplay"textbox.

Noticethatapreviewisprovidedatthebottomoftheeditor.

7. ClickDoneandsaveyouranalysis.TheCompoundLayoutshouldlooklikethis:
 Thisconcludesthetopicofcreatinganarrativeview.

CreatingColumnSelectorandViewSelectorViews
AColumnSelectorviewaddsacolumnselectortotheresults.Acolumnselectorisadropdownlistfromwhichuserscandynamicallychangethe
columnsthatdisplayinresults.Thiswillallowyoutoanalyzedataalongseveraldimensions.Bychangingthemeasurecolumns,youcandynamically
alterthecontentoftheanalysesyouhavecreated.

TocreateaColumnSelectorandViewSelectorviews,performthefollowingsteps:

1. a.OpentheRegionalRevenueanalysisintheAnalysisEditor.TheResultstabbedpageappears.
b.ClicktheNewViewiconandselectOtherViews>ColumnSelector.
2. TheColumnSelectorviewappears.DragtheColumnSelectorviewabovetheTitleview.

ClicktheEditViewiconfortheColumnSelectorview.TheColumnSelectoreditorappears.

3. a.SelecttheIncludeSelectorC50Regioncheckbox.

b.IntheLabel(optional)Choicestextbox,enterChooseacolumn:.

c.WithColumnstillselected,doubleclickthefollowingcolumnstoaddtotheselector:P4Brand,P3LOB,andP2
ProductType.
 d.ClickDone.

TheCompoundLayoutappears:

4. a.ClicktheColumnSelectordropdownlistandselectP3LOB:
 b.Thevalueschangeappropriately.Note,however,thatbecauseyousetacustomheadingfortheC50Region
columnearlier,thecustomheadingisstilldisplayedforthecolumn.

c.Savetheanalysis.

5. NowyouwilladdtheViewSelectorview.

AViewSelectorviewprovidesadropdownlistfromwhichuserscanselectaspecificviewofanalysisresultsfrom
amongsavedviews.AViewSelectorviewisanalogoustoastoragecontainer,becauseitholdsotherviewsthat
havebeenselectedintheeditorfordisplay.

a.PerformthesestepsbeforeaddingtheViewSelectorview:

DeletetheTitleviewfromtheCompoundLayout.
SettheColumnSelectortodisplaytheC50Regioncolumn,whichisthedefault.ThendeletetheColumn
SelectorviewfromtheCompoundLayout.
 AddaGraphviewVerticalBargraph.

Thesechangeswillallowyoutoshowcasetheanalyticdatadrivenviews.RegionalRevenueshouldlooklikethis:
6. a.ClicktheNewViewicononthetoolbarandselectOtherViews>ViewSelector.
 b.DragtheViewSelectorviewtotherightoftheTableview.

c.ClicktheEditViewiconfortheViewSelectorview.

7. a.TheViewSelectoreditorappears.IntheCaptiontextbox,enterChooseaview:.

b.IntheAvailableViewslist,selecttheTableandGraphviewsandclicktheshuttleicontomovethemtothe
ViewsIncludedlist.
 Apreviewappearsatthebottomoftheeditor.Notethattheseviewsaredatadrivenviews,unliketheColumn
SelectorandTitleviews,whichweredeletedfromtheCompoundLayout.

c.ClickDone.

8. TheCompoundLayoutshouldlooklikethiswhentheGraphviewisselected:
 Donotsaveyourchangestotheanalysis.

CreatingaSimpleTrellisView
1. CreateanewanalysisbyselectingNew>Analysisontheglobalheader,andthenselectingASampleSalesas
thesubjectarea.

2. OntheCriteriatab,selectthefollowingcolumns:

Folder Columns
Time T05PerNameYear

Products P4Brand

Customers C50Region

BaseFacts 1Revenue
3. ClicktheResultstab.TwoviewsTitleandTableappear.

4. AddtheTrellisview.SelectNewView>Trellis>Simple.
 ScrolldowntoviewtheTrellisview.

5. DeleteboththeTitleandTableviews.
6. SavetheanalysisasMyTrellisView,underthefolderMyFolders/RegionalRevenue

7.
ClicktheEditViewpencilicon intheTrellisviewattheCompoundLayout.Notethatthelayoutpaneappears
vertical.
8. Arrangethedimensionsandmeasureasshownbelow:

ClickDone.

9. TheTrellisviewappears.Savetheanalysis.ObservethatthemeasurehasthesamescaleforalltheBrands.
 ThisconcludesthetopicofcreatingaSimpleTrellisview.

BuildingDashboards
Inthistopic,youlearnaboutMyDashboardviewandhowtocreateandeditashareddashboard,addingasavedanalysisthatyouhavecreated
previously.Dashboardsprovidepersonalizedviewsofcorporateandexternalinformation.Basedonyourpermissions,youcanviewpreconfigured
dashboardsorcreateyourownpersonalizedviews.Userswithadministrativeprivilegescancreateshareddashboardsforgroupsofuserswith
commonresponsibilitiesorjobfunctions.TheabilitytocreateandeditdashboardsiscontrolledbytheManageDashboardprivilege,whichis
managedbytheadministrator.

YoucanviewyourpersonalizedviewsbyselectingMyDashboardfromtheDashboardsdropdownlist.YoucanalsosetMyDashboardasyour
defaultdashboard.PreconfigureddashboardsappearintheDashboardsdropdownlist.Theycanbecreatedbyadministratorsandsharedwith
groupsofuserswithcommonresponsibilitiesorjobfunctions.

ExploringandEditingMyDashboard
CreatingaDashboard
EditingaDashboard
SavingaCustomizedDashboard

ExploringandEditingMyDashboard
MyDashboard,apersonalizedview,isadashboardpagethatyoucreateandsaveasyourdefault,personalstartingpagebyusingthePreferences
tabbedpageinMyAccountdialogbox.ToopenMyDashboard,performthefollowingsteps:

1. ClicktheDashboardslinkontheglobalheaderandthenclickMyDashboard.

AnemptyMyDashboardpageappears.
 Whenyouopenadashboard,includingMyDashboard,thecontentappearsononeormoredashboardtabbed
pages.Pagescontainthecolumnsandsectionsthatholdthecontentofadashboard,andeverydashboardhasat
leastonepage.Multiplepagesareusedtoorganizecontent.

ThisexampleshowsanemptyMyDashboardpagewithnocontent.HoverovertheEditicontoeditthedashboard
andaddcontent.

Note:IfyouhavechosenorifyourcompanyhassetupMyDashboardasyourdefault,thenyouusedashboard
templatepagestopopulateyourpersonaldashboards(MyDashboard)whenyoufirstloginasanewuser.This
allowsyoutoseeoneormoredashboardpageswithcontent,ratherthananemptydashboard.Italsogivesyoua
startingpointtobuildyourowndashboardpages.

2.
ClicktheEditicon( )toaddcontenttoyouremptydashboardpage.

TheDashboardBuilderappearsandautomaticallycreatespage1ofyourdashboard(thefirsttabbedpage).

UsingtheDashboardBuilder,youcanaddpagesandobjectstoadashboardandcontrolthepagelayout.The
DashboardBuilderiscomposedofthefollowing:

DashboardToolbar:Thetoolbarallowsyoutoperformtaskssuchasaddingordeletingpages,previewing,
saving,andsoon.
DashboardObjectspane:Itemsthatareusedonlyinadashboard.Examplesofdashboardobjectsare
sectionstoholdcontent,actionlinks,andembeddedcontentthatisdisplayedinaframeonadashboard
Catalogpane:ItemsthatyouorsomeoneelsehassavedtotheCatalog(forexample,analyses,prompts,and
soon).Onadashboard,theresultsofananalysiscanbeshowninvariousviews,suchasatable,graph,and
gauge.(TheresultsofananalysisaretheoutputthatisreturnedfromtheOracleBIServerthatmatchesthe
analysiscriteria.)Userscanexamineandanalyzeresults,saveorprintthem,ordownloadthemtoa
spreadsheet.
PageLayoutpane:Thisisaworkspacethatholdsyourobjects,whicharedisplayedonthedashboard.

IntheDashboardToolbar,theToolstoolbarbuttonprovidesoptionstosetdashboardproperties,setpagereport
links,andsoon.

3. Asmentionedabove,theDashboardObjectspaneprovidesyouwithalistofobjectstoaddascontenttoa
dashboardpage.YouwillhavetodragtheobjecttothePageLayoutpaneontheright.
 Columnsareusedtoaligncontentonadashboard.(sectionswithincolumnsholdtheactualcontent.)Youcan
createasmanycolumnsonadashboardpageasyouneed.
Sectionsareusedwithincolumnstoholdthecontent,suchasactionlinks,analyses,andsoon.Youcandrag
anddropasmanysectionsasyouneedtoacolumn.
AlertSectionisusedtoaddasectioninwhichyoudisplayAlertsfromAgents,ifany.(Agentsdynamically
detectinformationbasedproblemsandopportunities,determinetheappropriateindividualstonotify,and
deliverinformationtothemthroughawiderangeofdevicessuchasemail,phones,dashboardalerts,andso
on.)AnAlertsectionisaddedbydefaulttothefirstpageofMyDashboardifyoudonotmanuallyincludeone.
YoucannotdisabletheappearanceofanAlertsectiononthefirstpageofMyDashboard.YoucanaddanAlert
sectiontoanadditionaldashboardpagesothatsectionwillthenappearonbothdashboardpages.

DragtheColumnobjectontothePageLayoutpane.

TheColumnobjectappearsonthePageLayoutpane.
4. a.IntheCatalogpane,navigatetothefolderwhereyousavedyouranalyses.

b.DragtheRegionalRevenueanalysistoColumn1.

RegionalRevenueappearsinthecolumn.ObservethataSectionisautomaticallycreatedforyou.Youcanalso
dragananalysisdirectlyontoanemptyLayoutPanewithoutfirstcreatingacolumn.TheDashboardBuilder
automaticallycreatesthecolumnforyou.Youcanthenaddsectionsautomaticallytothatcolumnbydragging
analysesbelowtheexistingsections.

c.ClicktheSaveicon( )tosavethedashboardpageandthenclicktheRunicon .

MyDashboardappearswiththeselectedanalysisRegionalRevenue.
CreatingaDashboard
Tocreateanewdashboard,performthefollowingsteps:

1. SelectNew>Dashboardintheglobalheader.

TheNewDashboarddialogboxappears.
2. a.EnterCustomerDetailinthenametextbox.Noticethatyoucanalsoenteradescriptionofyourchoice.

b.NavigatetoyourRegionalRevenuefolderandselectitastheLocation.Ifyoureceiveawarningmessage,clickOKtocloseit.

Note:IfyousavethedashboardintheDashboardssubfolderdirectlyunderthe/SharedFolders/firstlevelsubfolder,thedashboard
willbelistedintheDashboardmenuontheglobalheader.IfyousaveitinaDashboardssubfolderatanyotherlevel(suchas/Shared
Folders/Sales/Eastern),itwillnotbelisted.IfyouchooseafolderintheDashboardssubfolderdirectlyunderthe/Shared
Folders/firstlevelsubfolderinwhichnodashboardshavebeensaved,anewDashboardsfolderisautomaticallycreatedforyou.For
example,ifyouchooseafoldernamed/SharedFolders/Salesinwhichnodashboardshavebeensaved,anewDashboardsfolderis
automaticallycreatedandtheLocationentrychangesto/SharedFolders/Sales/Dashboards.AnewDashboardsfolderisnot
automaticallycreatedifyouchooseafolderatanyotherlevel.

c.AcceptthedefaulttoAddcontentnow.TheNewDashboarddialogboxshouldlooklikethis:

ObservethataDashboardssubfolderwasautomaticallycreatedinsidetheRegionalRevenuefolder.

d.ClickOK.TheDashboardBuilderappears.

3. a.NavigatetotheCustomerDiscountsbyRegionanalysisanddragitfromtheCatalogtothePageLayoutpane.
b.Saveandrunthedashboard.TheCustomerDetaildashboardappears.

Asmentionedabove,becausethisdashboardwasnotcreatedinaDashboardssubfolderdirectlyunder/SharedFolders/firstlevel
subfolder,thedashboardwillnotbelistedintheDashboardmenuontheglobalheader.Toopenthedashboard,navigatetoitintheCatalog,
oropenitfromtheRecentlistontheHomepageorintheglobalheader'sOpenmenu.
EditingaDashboard
Dashboardediting,whichisperformedbyusingtheDashboardBuilder(asexplainedabove),isallowedforuserswiththeappropriateprivileges.In
thissubtopic,youenhanceMyDashboard.

TobeginenhancingMyDashboard,performthefollowingsteps:

1. a.SelectDashboards>MyDashboard.

b.ClickthePageOptionsicon( )andselectEditDashboard.

2. Givetheexistingtabbedpageamoremeaningfulname.

ClicktheToolsbuttonandselectDashboardProperties.

TheDashboardPropertiesdialogboxappears.
 Fromthisdialogbox,youcandothefollowing:

ChangetheStyles(Stylescontrolhowdashboardsandresultsareformattedfordisplay,suchasthecoloroftextandlinks,thefontandsize
oftext,thebordersintables,thecolorsandattributesofgraphs,andsoon)
Addadescription(DescriptionsaredisplayedwhenOracleBIAdministratorsusetheCatalogManager)
Addhiddenprompts,filters,andvariables
Specifythelinksthatwilldisplaywithanalysesonadashboardpage
Rename,hide,reorder,setpermissionsfor,anddeletedashboardpages

3. Selectpage1intheDashboardPagessection.TheDashboardPageControltoolbarisenabled.Usingthetoolbar,youcandothefollowing:

Changethenameofyourdashboardpage.
Addahiddenprompt.Hiddenpromptsareusedtosetdefaultvaluesforallcorrespondingpromptsonadashboardpage.
Addpermissionsforthedashboard.
Deletetheselectedpage.Dashboardpagesarepermanentlydeleted.
Ifmorethanonedashboardpageisinthisdashboard,thearrangeordericonsareenabled(upanddownarrowicons).

4. a.ClickRenameicon( ).TheRenamedialogboxappears.

b.EnterRegionalRevenueintheNametextboxandclickOK.

TheDashboardPropertiesdialogboxreappearswiththenewdashboardpagename.
5. a.ClicktheEditiconforDashboardReportLinkstosetthereportlinksatthedashboardlevel.Reportlinkscanbesetatthedashboard,
dashboardpage(clickPageOptions>PageReportLinks),oranalysislevel(clickthepropertiesiconforthespecificanalysiswithinthe
DashboardBuilderandthenselectReportLinks).

b.Selectthecheckboxesasindicatedintheimagebelow:

c.ClickOKandthenclickOKagaintoreturntotheDashboardBuilder.
 TheDashboardBuildershouldlooklikethis:

6.
a.ClicktheAddDashboardPageicon( ).TheAddDashboardPagedialogboxappears.

b.NamethedashboardpageCustomerDetailandclickOK.

7. IntheCatalogpane,navigatetotheCustomerDiscountsbyRegionanalysisanddragittothePageLayoutpaneontheright.
8. Editthepropertiesofthecolumn.

a.ClicktheColumnPropertiesicon.

TheColumnPropertiesdialogboxappears.
 UsingtheColumnPropertiesdialogbox,youcanchangetheappearanceofthecells,border,width,height,andsoon.Youcanalsoapplya
customstylesheet.

9. a.SelectthedropdownlistforBackgroundColorwithintheCellareaandchooselightgreen.ClickOK,thenclickOKagaintoclosethe
ColumnPropertiesdialogbox.

b.ClickPreviewtopreviewthedashboard.AfterpreviewingclosetheWindow.

10. Editthepropertiesofthesection.

YouusetheSectionPropertiesdropdownlisttodonumeroustasks:

Format UsethisoptiontodisplaytheSectionPropertiesdialogbox,where
Section: youspecifythepropertiesforthesection,suchascellalignment
andbordercolor.
Rename: UsethisoptiontodisplaytheRenamedialogbox,whichallowsyou
torenamethesection.
Drillin Usethisoptiontospecifyhowtheresultsappearwhenauserdrills
Place: inananalysis.IfacheckmarkappearsinfrontoftheDrillinPlace
option,theoriginalanalysisisreplacedwhentheuserdrills(the
sectionwillautomaticallyresizetofitthenewanalysis).Ifthecheck
markisnotpresentinfrontofDrillinPlace,theentiredashboard
contentisreplaced.Usethisoptionforpromptsthatarecreatedfor
hierarchicalcolumns.
Note:Youcanusethebackbuttoninthebrowsertoviewthe
originalanalysis.
Collapsible: Usethisoptiontospecifywhethertheusercanexpandand
collapsethissectiononadashboardpageorwhetherthesectionis
alwaysexpanded.Ifacheckmarkappearsinfrontofthe
Collapsibleoption,youcanexpandandcollapsethesection.
Show Usethisoptiontospecifywhethertodisplaytheheaderforthe
Section section,whichinitiallyincludesthetitleofthesection.Youcanhide
Header: thetitleusingtheShowSectionTitleoption.
Show
Section Usethisoptiontospecifywhethertodisplaythetitleofthesection.
Title:


Whenyouhavemorethanoneanalysiswithinthesection,youcanalsoaligntheanalysesbyusingtheverticalandhorizontalalignmenticons.

a.ClickthePropertiesdropdownlistforthesectionandselectCondition.

TheSectionConditiondialogboxappears.

Youuseconditionstodeterminethefollowing:

Whethersectionsandtheircontentappearonthedashboardpage
Whetheragentsdelivertheircontentandexecutetheiractions
Whetheractionlinksappearondashboardpages.
ConditionsareevaluatedbasedonaBooleanexpressioninotherwords,theconditioniseitherTrueorFalse.

b.Setaconditionthatdetermineswhethertheanalysisappearsonthedashboard.

ClicktheNewConditionicon( ).TheNewConditiondialogboxappears.SelectAnalysistobasethenewconditionfromthedropdown
list.

11. BrowsetheCatalogandselecttheCustomerDiscountsbyRegionanalysis.
12. a.Inthe"TrueIfRowCount"dropdownlist,selectislessthanandenter25inthetextboxtotheright.
TheNewConditiondialogboxshouldlooklikethis:

b.ClickTest.

Previously,youranalysisreturnedmorethan25records.ThereforethistestshouldevaluatetoFalse.

c.Yourresultsareverified.ClickOK.Tofurtherverifyyourresults,thenclickOKandclickOKagaintoreturntotheDashboardBuilder.
Previewthedashboardpagenow.

Thedashboardpageisempty.Allthatappearswithinthedashboardpageisthecolumncolor.

d.ClosethePreviewwindow.ClickthePropertiesdropdownlistforthesectionandselectCondition.TheSectionConditiondialogbox
appears.
e.ClicktheMoreiconandselectRemoveConditiontoremovetheconditionsothatthesectiondisplays.
 e.ClicktheOK.

13. Youwillrenamethesection.

a.ClickProperties(withinthesection)>Rename.TheRenamedialogboxappears.

b.EnterCustomerDiscountPercentageinthetextbox.

c.ClickOK.

14. a.ClickProperties(withinthesection)>ShowSectionTitle.

b.Previewthedashboardpageonceagaintoseeyourchanges.

c.Savethedashboard.
15. Overridethedefaultdashboardreportlinksattheanalysislevel.

a.ClickthePropertiesiconfortheCustomerDiscountsbyRegionanalysis,andselectReportLinks.

b.TheReportLinksdialogboxappears.

c.SelecttheCustomizeradiobuttonandthenselectallcheckboxes.

d.ClickOK.

e.Saveandrunthedashboardpage.Youarenowabletoexportandcopythisanalysisfromthedashboard.
16. a.EditthedashboardintheDashboardBuilderagainandfurtheredittheCustomerDetailtabbedpage.

b.EditthesectionpropertiesfortheanalysisandselectDrillinPlace.Drillingallowsyoutoviewadditionallevelsofdetailforthespecific
column.DrillinPlacemeansthatthecurrentbrowserisrefreshedwiththenewdata.Toreturntothepreviousview,simplyclickthebackbutton
onyourbrowser.

c.Saveandrunthedashboardpage.

17. a.DrilldownonCustomerName,DiegoLink.

TheCustomer'sOrderStatuscolumnappears.

b.Drilldownonthecolumnheader,R1OrderStatus.TheOrderNumbercolumnR0OrderKeyappears.
SavingaCustomizedDashboard
Tosaveacustomizeddashboardandsetpreferences,performthefollowingsteps:

1. Createapersonal,customizedviewofyourdashboardpage.Savedcustomizationsallowyoutosaveandviewdashboardpagesintheir
currentstatewithyourmostfrequentlyusedorfavoritechoicesforitemssuchasfilters,prompts,columnsorts,drillsinanalyses,andsection
expansionandcollapse.Bysavingcustomizations,youdonotneedtomakethesechoicesmanuallyeachtimeyouaccessthedashboard
page.

a.SelectPageOptions>SaveCurrentCustomizations.

b.TheSaveCurrentCustomizationdialogboxappears.NameyourcustomizationCustomerOrderStatusandclickOK.

c.Youcanapplythesavedcustomizationtoadashboardpage.ClickPageOptions>ApplySavedCustomization>CustomerOrderStatus.
PromptingtoFilterAnalyses
Adashboardpromptisaspecialfilterthatfiltersanalysesembeddedinadashboard.Therearetwovariouspromptsandthistopicdiscussesthe
NamedandInlinePrompts.YouwilllearntocreateaNamedPromptinyourdashboard.

ThepromptcreatedatthedashboardleveliscalledaNamedprompt,because,thepromptiscreatedoutsideofaspecificdashboardandstoredin
thecatalogasapromptobject,whichcanthenbeappliedtoanydashboardordashboardpagethatcontainsthecolumns,whicharespecifiedinthe
prompt.Itcanfilteroneoranynumberofanalysesembeddedonthesamedashboardpage.Youcancreateandsavethesenamedpromptstoa
privatefolderorasharedfolder.

Anamedpromptisinteractiveandwillalwaysappearonthedashboardpagesothattheusercanpromptfordifferentvalueswithouthavingto
rerunthedashboard.
Anamedpromptcanalsointeractwithselectionsteps.Youcanspecifyadashboardprompttooverrideaspecificselectionstep.
Thestepwillbeprocessedagainstthedashboardcolumnwiththeuserspecifieddatavaluescollectedbythedashboardcolumnprompt,
whereasallotherstepswillbeprocessedasoriginallyspecified.

Inlineprompts,areembeddedinananalysisandarenotstoredintheCatalogforreuse.AnInlinepromptprovidesgeneralfilteringofacolumnwithin
theanalysis,anddependingonhowitisconfigured,canworkindependentlyfromadashboardfilter,whichdeterminesvaluesforallmatching
columnsonthedashboard.Aninlinepromptisaninitialprompt.Whentheuserselectsthepromptvalue,thepromptfielddisappearsfromthe
analysis.Toselectdifferentpromptvalues,theusermustreruntheanalysis.Theuser'schoicesdeterminethecontentoftheanalysesembeddedin
thedashboard.

CreatingaNamedDashboardPrompt
ManagingPrompts
UsingaPresentationVariable
UsingaPresentationVariableinaStaticTextView

CreatingaNamedDashboardPrompt
NamedpromptsintheCatalogcanbeappliedtoanydashboardordashboardpagethatcontainsthecolumnsspecifiedintheprompt.

Tocreateanameddashboardprompt,performthefollowingsteps:

1 CreateanameddashboardpromptforregionthatspecificallyfiltersthedataforAPAC.
.
ClickNew>DashboardPromptontheglobalheaderandthenselecttheASampleSalessubjectarea.
 TheDefinitionpaneappears.TheDefinitionpaneallowsyoutoadd,organize,andmanageanamedprompt'scolumns.
Youcanusecolumnprompts,imageprompts(maps),currencyprompts,andvariableprompts.
TheDefinitiontableletsyouviewhighlevelinformationabouttheprompt'scolumns.
Youcanalsousethistabletoselectcolumnsforeditingordeleting,arrangetheorderinwhichthepromptsappeartotheuser,orinsertroworcolumn
breaksbetweenpromptitems.

TheDisplaypaneisapreviewpanethatallowsyoutoviewtheprompt'slayoutanddesign.

2
. a.IntheDefinitionpane,clicktheNewprompticon( ),andselectColumnPrompt.
b.SelectC50Regionasthecolumnfortheprompt,andclickOK.

c.TheNewPrompt:C50Regiondialogboxappears.
ThePromptforColumnfieldallowsyoutoviewinformationaboutthecolumnthatyouselectedastheprompt.Thisappearsonlyforcolumnprompts.

TheLabeltextboxallowsyoutoenterameaningfullabelthatappearsonthedashboardnexttotheprompt.EnterSelectaRegion:inthetheLabel
textbox(addaspacefollowingthecolon).Youcanoptionallyenteradescription.

d.Selecttheoperator.Acceptthedefault,whichis"isequalto/isin."Thisfieldisonlyforcolumnprompts.
 e.TheUserInputfield'sdropdownlistappearsforcolumnandvariablepromptsandprovidesyouwiththeoptiontodeterminetheUserInputmethod
fortheuserinterfaceinotherwords,theuserwillseeoneofthefollowing:checkboxes,radiobuttons,achoicelist,oralistbox.
YouusethisiteminconjunctionwiththeChoiceListValuesitemtospecifywhichdatavaluesappearforselection.
Forexample,ifyouselectedtheUserInputmethodofChoiceListandtheChoiceListValuesitemofAllColumnValues,theuserwillselectthe
prompt'sdatavaluefromalistthatcontainsallofthedatavaluescontainedinthedatasource.

Acceptthedefault,ChoiceList.

f.TheOptionssectionprovidesyouwiththeopportunitytoconstrainvaluesavailableforselection.
ClicktheplussigntoexpandtheOptionssection.BecauseyouselectedChoiceListfortheUserInputfield,youmustnowindicatethosevalues.
SomeofyourchoicesincludeAllColumnValues,SpecificColumnValues(whereyousupplythosevalues),
SQLResults(choosealistofvaluesbasedonaSQLstatement),andsoon.

Acceptthedefault,AllColumnValues.

g.Theseriesofcheckboxesallowsyoutorestricttheamountofdatareturned.
SelecttheEnableusertoselectmultiplevalues,andRequireuserinputcheckboxes.
Allowingmultipleselectionofvaluesletsyouchoosemorethanonevalue(region,forexample),andrequiringinputforcesyoutoenteratleastone
value.
"Defaultselection"allowsyoutoselectaninitialvalue,and"Setavariable"allowsyoutocreateanewvariablethatthiscolumnpromptwillpopulate.
Acceptthedefault,None,forbothofthesefields.

TheNewPromptdialogboxshouldlooklikethis:

h.ClickOK.

3 ThepromptisaddedtotheDefinitionpane.
.
 SavethepromptintheRegionalRevenuefolderasRegionprompt.

4 Testtheprompt.
.
NavigatetoMyDashboardCustomerDetailandopenitintheDashboardbuilder.
Recallthatthe"CustomerDiscountsbyRegion"analysishasaNarrativeviewassociatedwithitthatisspecificallysettothevalueofAmericas.
UsePageOptions>EditDashboardtoopentheDashboardbuilder.NavigatetoselectRegionPromptfromthecatalogpane.
5 DragRegionPrompttoColumn1,abovethe"CustomerDiscountsbyRegion"analysis.
.

6 ClicktheRegionPromptpropertiesiconandselectScope>Page.Scopedetermineswhetherthepromptappliestotheentiredashboardorjustthis
. page.
7 a.Saveandrunthedashboard.Initially,thefiltersfortheanalysisthatyoucreatedearlierareassumedthatis,theanalysisisfilteredforAmericas
. region.

b.SelectAPACfromyourdashboardprompt.

c.ClickApply.Theregionvaluechangesforthispage.

d.Observethechangeintheregioninthedashboarddisplay:
 Youcantryselectingothervaluesintheprompt.ThenclickApplytorerunthedashboardprompt.

ManagingPrompts
Youcannowmanagepromptswithdifferentoptions.

Youcanchoosetoshoworhideaprompt'sapplyandresetbuttons.Ifthedesignerchoosestohidetheapplybutton,thenthespecifiedprompt
valueisimmediatelyappliedtothedashboardoranalysis.
ThepromptResetbuttonnowprovidesthreeresetoptions:Resettolastappliedvalues,Resettodefaultvalues,andClearAll.
Therowbasedlayoutpromptoptionisaddedtotheprompteditor's"Definitionpane".Youcannowdisplayyourpromptsinaroworinacolumn.

1. Createananalysiswithfilters.

a.Createananalysiswiththefollowingcolumns:

Folder Column
Time T05PerNameYear
Offices>OfficeRegion D50Region
BaseFacts 1Revenue
BaseFacts 7ShippedAmount

b.CreatefilterforT05PerNameYearandD50Region.ClicktheMorelinkforT05PerNameYear.IntheNewFilterdialogbox,selectisprompted
astheoperators.ClickOK.

c.Similarly,createafilterforD50Region.Youranalysisshouldlooklikethis:
 d.SavetheanalysisasMyRegionalStats.

2. Createadashboardpromptforyearandregion.

ClickNew>DashboardPromptontheglobalheaderandthenselecttheASampleSalessubjectarea.

3.
a.IntheDefinitionpane,clicktheNewprompticon( ),andselectColumnPrompt.

b.SelectT05PerNameYearfromtheTimefolder,andclickOK.
4. IntheNewPromptdialogbox,enterthelabelas"Year:".ClickOK.

5. ThepromptisaddedtotheDefinitiontable.

6. Similarly,addanotherpromptforD05Region.IntheNewFilterdialogbox,labelthepromptas"Region:".Youshouldnowhavetwopromptsinthe
Definitiontable.
7. ClicktherowbasedlayoutatthetopandnoticethatthepromptsarelaidouthorizontallyintheDisplaysection.

8. SavethepromptintheRegionalRevenuefolderasMyPrompt.

9.
SelectPage1rowintheDefinitiontableandclickthepencil icontoeditthepageproperties.
10 IntheEditPageSettingsdialogbox,changePromptDisplaytoPlacelabelaboveprompt.DeselecttheShowApplybuttonandShowResetbutton
. checkboxes.TheEditPageSettingsdialogboxshouldlooklikethis:

ClickOK.ObservethatthebuttonshavebeenremovedfromtheDisplaysection.Savetheprompt.

11 OpenMyDashboardandaddanewpage.UsePageOptions>EditDashboardtoopentheDashboardbuilder.
.
ClicktheAddDashboardpageicon.
12 IntheAddDashboardPagedialogbox,enterRegionStatsasthepagenameandclickOK.
.

13 Inthenewpage,dragMyPromptandMyRegionStatsfromMyFolders>RegionalRevenuefolder,tothedashboardpage.
.

14 SaveMyDashboardandclickRun.Thedashboardappears.
.
15 Select2009astheyearandclickanywhereonthedashboard.Thequeryrunsimmediatelyandreturnswithdataforonly2009.
.

16 SelectEMEAastheRegionandclickanywhereonthedashboard.ThedashboardrefresheswithYearas2009andRegionasEMEA.
.

17 SelectPageOptions>EditDashboard.ClicktheToolsiconandselectPromptsButtonsonCurrentPage>ApplyButtons>ShowAllApplyButtons.
.

18 ClicktheToolsiconandselectPromptsButtonsonCurrentPage>ResetButtons>ShowAllResetButtons.
.

19 Savethedashboardandrunitagain.ThistimeboththeApplyandResetbuttonsaredisplayed.
.


UsingaPresentationVariable
Apresentationvariablecanbecreatedaspartoftheprocessforcreatingacolumnpromptoravariableprompt.Whenthepresentationvariableis
partofacolumnprompt,itisassociatedwithaspecificcolumnandtakesonthatcolumn'svalue.Itispartofavariableprompt,youdefinethevalues
thatthepromptcanhaveasitisnotassociatedwithanyspecificcolumn.Thenameandvalueofthepresentationvariableisdeterminedbytheuser
whenitisinitiallydeclaredorwhenitisreferencedintheanalysis,dashboard,oragent.

Note:YouhavealreadycreatedandusedapresentationvariablewhenyouaddedaNarrativeviewtoyouranalysis.

Toaddapresentationvariableusingavariableprompt,performthefollowingsteps:

1. CreateanewvariabledashboardpromptthatcreatesaSalesRepresentativepresentationvariable.

a.ClickNew>DashboardPromptandselectSampleSalesasthesubjectarea.

2. ClickNew>VariablePrompt.
 TheNewPromptdialogboxappears.

3. a.AcceptPresentationVariableasthedefaultprompttype.

b.Inthetextboxtotherightofthedropdownlistfortheprompttype,enterthesamevariablethatyouenteredintheStaticTexteditor,
VarSalesRep.

c.EnterSalesRepresentativeName:intheLabeltextbox.

d.SelectChoiceListforUserInput.

e.SelectAllColumnValuesforChoiceListValues.
 Thedialogboxshouldlooklikethis:

4. a.ClickSelectColumnand,intheSelectColumndialogbox,selectSalesPerson>E1SalesRepName.

b.ClickOK.Thedialogboxshouldlooklikethis:

ExpandtheOptionssection.
5. SelectSpecificValuefromthe"Defaultselection"dropdownlist.

ClicktheSelectValuesicon.

6. IntheSelectValuesdialogbox,selectAngelaRichardsandthen,clickOK.

7. TheNewPromptdialogboxshouldlooklikethis:
 ClickOK.Thenewlycreatedvariablepromptisdisplayedinthepromptsdefinitionlist.

8. SavethepromptasSalesRepVariablePromptinyourRegionalRevenuefolder.
 9.
ClickthePreviewicon( )topreviewtheprompt.

ClosethePreviewwindow.

UsingaPresentationVariableinaStaticTextView
CreateananalysisthatusestheVarSalesReppresentationvariableinaStaticTextviewandinaFilter.
AStaticTextviewaddsstatictextintheresults.

1. Createananalysisbyselectingthefollowingcolumns:

Customers>CustRegions>C50Region
Customers>CustRegions>C52CountryName
SalesPerson>E1SalesRepName
BaseFacts>1Revenue

2. Addascendingcolumnsortsinthissequence:C50Region,C52CountryName,andE1SalesRepNameasshownbelow:
 TheCriteriatabbedpageshouldlooklikethisafteraddingthesorts:

3. SelecttheResultstabbedpage.

4. SelectNewView>OtherViews>StaticText.
5. MovetheStaticTextviewabovetheTableview.

ClicktheEditViewiconontheStaticTextview.TheStaticTexteditorappears.

6. IntheStaticTexteditor,referencetheVarSalesRepvariable.EnterthefollowingsyntaxintheStaticTextpane:ThisanalysisisfortheSalesRep
@{VarSalesRep}.

ThesyntaxforreferencingaPresentationvariableisasfollows:

@{variables.variablename}[format]{defaultvalue}or@{scope.variables['variablename']}
 Where:
variablenameisthenameofthepresentationorrequestvariable

format(optional)isaformatmaskdependentuponthedatatypeofthevariable,forexample#,##0,MM/DD/YYhh:mm:ss.
(Notethattheformatisnotappliedtothedefaultvalue.)

defaultvalue(optional)isaconstantorvariablereference,indicatingavaluetobeusedifthevariablereferencedby
variablenameisnotpopulated
scopeidentifiesthequalifiersforthevariable.Youneedtospecifythescopewhenavariableisusedatmultiplelevels(analyses,
dashboardpages,anddashboards)andyouwanttoaccessaspecificvalue.(Ifyoudonotspecifythescope,thentheorderof
precedenceisanalyses,dashboardpages,anddashboards.

Examples:
@{variables.MyFavoriteRegion}{EASTERNREGION}

or

@{dashboard.variables['MyFavoriteRegion']}

ObservethatyourentryispreviewedbelowtheStaticTexttextbox.ClickDone.

7. SaveyouranalysisasSalesRepsbyRegionandCountry.
 Youranalysisshouldlooklikethis:

8. a.SelecttheCriteriatabbedpage.

b.IntheFilterspane,clicktheCreateaFiltericonandselect"SalesPerson"."E1SalesRepName".

9. a.IntheNewFilterdialogbox,clickAddMoreOptionsandselectPresentationVariable.
 b.IntheVariableExprfield,enterthevariablename,VarSalesRep.Noticethatyoucanalsospecifyadefaultforthevariable,butinthiscasethe
defaultisdrivenbythevariableprompt,whichissettodefaultto"AngelaRichards".

c.ClickOK.Thefiltershouldlooklikethis:

10 SelecttheResultstabbedpage.Becausethevariabledashboardprompthasnotbeenrun,theVarSalesReppresentationvariablehasnotbeen
. populatedwithavalue.Becauseofthis,noresultsfromtheanalysismeetthefilterrequirement.

Savetheanalysis.
11 AddtheanalysisSalesRepsbyRegionandCountryandthenewlycreatedvariableprompttotheCustomerDetaildashboard.
.

12 OpenthedashboardCustomerDetailfromtheRegionalRevenuefolder,thenclickPageOptions>EditDashboard.
.

13 AddanewcolumnnexttoColumn1,andthennavigatetotheSalesRepsbyRegionandCountryanalysisanddragittothenewcolumn.
.

14 NavigatetoSalesRepVariablePromptinthecatalogpane,anddragthepromptabovetheSalesRepsbyRegionandCountryanalysis.Save
. thedashboardandrunit.

TheDashboardviewlookslikethis:

15 ClicktheCollapseiconforthefirstcolumntominimizeit.
.
 Thedashboardrunsandthevariabledashboardpromptispresettothedefaultvalue,AngelaRichards,whichinturnappearsintheStaticText
viewasexpectedandisusedtofiltertheembeddedanalysisresults.Thevalueofapresentationvariableispopulatedbythevariableprompt.
Thatis,eachtimeyouselectavalueinthevariableprompt,thevalueofthepresentationvariableissettothatvalue.

Clickthedropdownlistforthedashboardprompt,andselectChrisJones.

ClickApply.ThedashboarddisplaysthepresentationvariableasChrisJones.

ThisconcludesthetopicofPresentationVariablesandFilters.

Summary
Thistutorialhascoveredhowtobuild,format,andcustomizeOracleBusinessIntelligence(BI)analysesandhowtocreateandupdatedashboardsby
utilizingtheseanalyses.

Inthistutorial,youhavelearnedhowto:

Createanalyses,addgraphs,andworkwithpivottables
Formatanalysesandgraphs
Createandworkwithseveraltypesofviews
ExploreMyDashboardandaddanewdashboardpage
Createadashboard
Createadashboardprompt
Createavariablepromptforapresentationvariable

Resources
OraclebyExampleOracleBusinessIntelligenceEnterpriseEdition
OracleLearningLibraryHome
OracleBusinessIntelligenceEnterpriseEditionDocumentation
OracleTechnicalNetwork(OTN)OracleBusinessIntelligenceEnterpriseEditionPlus
 OracleUniversity

Credits:

LeadCurriculumDeveloper:SindhuRao
OtherContributors:KasturiShekhar,NikkiSanger,RashmiRaj,DaveGranholm

Copyright2012,Oracleand/oritsaffiliates.Allrightsreserved