Introduction to Oracle Business Intelligence Enterprise Edition: OBIEE Answers 11g

Transcription

1 Intrductin t Oracle Business Intelligence Enterprise Editin: OBIEE Answers 11g Crnell Custmized Versin April 2012 Minr crrectins were made n page 2, fr the Oct 20, 2017 OBIEE 12c Upgrade April, 2012 All Right Reserved

2 Cntents Intrductin t Oracle BI Enterprise Editin (OBIEE)... 1 Starting OBIEE n the Web: Presentatin Services... 2 Dimensins and Hierarchical Levels... 4 Lessn 1: Creating and frmatting an Answers analysis... 5 Exercise 1a: Creating an Answers Analysis... 5 Exercise 1b: Creating and saving simple filters... 9 Exercise 1c: Creating subttals and grand ttals Exercise 1d: Frmatting table data Exercise 1e: Srting the rws f the query Exercise 1f: Creating custm frmulas Lessn 2: Filters Exercise 2a: Filtering using Repsitry Variables part Exercise 2a: Filtering using Repsitry Variables part Exercise 2b: Creating Tp/Bttm filters Exercise 2c: Gruping filters using AND/OR cnditins Exercise 2d: Filtering using SQL Exercise 2e: Filtering based n a saved Answers analysis Exercise 2f: Filtering Within an Answers Clumn Frmula Exercise 2g: Clumn Filter Prmpts Lessn 3: Pivt Tables Exercise 3a: Creating a pivt table Exercise 3b: Adding pivt table calculatins Exercise 3c: Adding pivt table ttals Exercise 3d: Frmatting pivt tables Exercise 3e: Creating pivt table calculated items Lessn 4: Graphs Exercise 4a: Line graphs Exercise 4b: Vertical Bar graphs Exercise 4c: Renaming Views Exercise 4d: Axis Labels, Scaling, Scale Markers Exercise 4e: Line Bar graphs Lessn 5: Cmpund Layuts Exercise 5a: Mdifying cmpund layuts Exercise 5b: Using Dashbard Preview mde Lessn 6: Additinal Views Exercise 6a: Narratives Exercise 6b: N Results message Exercise 6c: Clumn Selectrs Exercise 6d: View Selectrs Lessn 7: Variables and Dashbard Prmpts Exercise 7a: Variables Exercise 7b: Filtering using Presentatin Variables Exercise 7c: Filtering fr a cmbined X% f a grup i

3 Exercise 7d: Filtering with TpN / BttmN functins Exercise 7e: Cnfiguring fr Required Selectins n Dashbard Prmpts Exercise 7f: Drilling and Navigatin Lessn 8: Advanced Tpics and Techniques Exercise 8a: Cnditinal Frmatting Exercise 8b: Using Images fr Cnditinal Frmatting Exercise 8c: Cmbining Multiple Analyses Exercise 8d: Subtracting One Time Perid Frm Anther Lessn 9: Using Sessin, Repsitry, and Presentatin Variables Appendix A Graph Types Available in OBIEE Appendix B: Built-In Images Overview f the Training Data Used In This Manual This OBIEE ad hc Answers manual utilizes data frm an internal Crnell Training database that cntains infrmatin abut emplyees in several rganizatinal units, and the number f wrk hurs they spent ding a variety f activities. All names have been annymized s there is n way t identify any individual, and Organizatins were assigned randmly. T give cntext t the types f Hurs used, nte the fllwing: Crrected Hurs = Applied Hurs (charged t Prjects) + Unbilled Hurs (Leave, Hliday, Overhead) These inserts indicate a Tip r Helpful Hint r Decisin abut hw t create r use a certain feature r set f functinality. ii

4 Intrductin t Oracle BI Enterprise Editin (OBIEE) Several years ag, Oracle tk a lk at the state f the Business Intelligence industry in terms f the different prcesses and applicatins that were required t create, use and maintain a Business Intelligence envirnment. Oracle fund a hdgepdge f multi-vendr, nn-integrated hardware and sftware that a crprate BI develpment team had t evaluate, test, find "Best f Breed", and then smehw try t make it all wrk tgether. Oracle s visin was t bring all f these disparate pieces frm multiple vendrs tgether int ne suite f prducts, called the Oracle Business Intelligence suite. The Oracle BI Server is the engine that takes infrmatin frm just abut any data surce, cnverts it int a clean, query-ready frmat, and then makes it available t a suite f tls such as dashbards, adhc analytics, BI Publisher, and even Excel. 1

5 Starting OBIEE n the Web: Presentatin Services Yu use a brwser t access the OBIEE server. There is n plug-in r ther sftware t install. Octber 2017 UPDATE: OBIEE 12c wrks fine in mre recent versins f hte 11g brwsers listed belw. Yu can see minr differences fund during testing at the bttm f the OBIEE 12c UPGRADE page here: Supprted brwsers fr the currently installed OBIEE versin are: Internet Explrer/IE7 r 8 Firefx 3.5 thrugh 9 (nt 10) Mst OBIEE features will wrk in Chrme, but it is nt a supprted platfrm. Macintsh users can use IE 7 natively, again, with n plug-in t install. A future OBIEE versin may be certified t wrk with Safari, but it currently will nt functin prperly. There is n need fr Virtual PC sftware, Crssver r Parallels. The website fr the upgraded 12c OBIEE server is: fr Answers Training (and testing) and fr Prductin. When prmpted, lgin t the new DUO Tw Step authenticatin screen, using yur Netid and passwrd. 2

6 The OBIEE Answers interface will lk like this screensht when creating r editing an analysis: Legend: 1. The selectin panel (area #1) cntains the list f all tables and clumns that can be selected in an Answers analysis fr the selected subject area. 2. As clumns are selected, they will appear in the Criteria canvas in area #2. 3. Filter cnditins will be shwn in the Criteria canvas in area #3. The rws returned by an Answers analysis may be filtered based n ne r mre selectin criteria. 4. The tlbar (area #4) cntains links that allw yu t (in rder, frm left t right): a. Hme: Navigate t yur OBIEE Hme page. b. Catalg: Display the OBIEE catalg f stred bjects (analyses, filters ). c. Favrites: Display a list f yur persnal favrites (Analyses, Dashbards). d. Dashbards: Navigate t a dashbard. e. New: Create a new analysis. f. Open: Open an existing OBIEE bject (Analysis, Filter, etc ). g. The left save icn: Resave the current analysis with the existing name. h. The right save icn: Save the analysis with a new name. 3

7 Dimensins and Hierarchical Levels The DataMart r Subject Area that yu will query with OBIEE cntains tw types f tables: DIMENSION tables cntain descriptive attributes; FACT tables cntain Numbers r Dllars. Dimensinal HIERARCHIES are built by OBIEE Repsitry develpers in cnjunctin with the wners f the data, t allw users t DRILL dwn int Dimensinal data. The dimensins and their hierarchical levels t be used in this class are shwn belw. Here is an example f what these hierarchies enable yu t d: Instead f selecting ALL time dimensin clumns fr yur query r Answers Analysis, yu might simply select just the Fiscal Year clumn. When results are returned, yu will see links n the Fiscal Year clumn values that, when selected, will enable yu t drill dwn t Fiscal Quarter data then further dwn t Fiscal Mnth data, and finally t detail by Fiscal Week (There is n Daily level in the training database). At any pint, yu can click the brwser s BACK buttn t drill back up t the previus level, r all the way back t the highest Fiscal Year level. Dimensin Name Prject Time Org Levels All Prjects Fiscal Year All Orgs Wrk Type Fiscal Quarter Divisin Applicatin Fiscal Mnth Department Prject Fiscal Week Staff Member Scenari: The President f Crnell University has requested an analysis f year-t-date prject hurs related t the Nn Billable, Operatinal Imprvement, and Operatinal Supprt Wrk Types, fr the Arts & Sciences, Office f Human Resurces, and Graduate Schl Divisins. Yu will use the varius tls available in OBIEE t prduce this analysis. 4