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2 Agenda Interactive Dashboards Master-Detail Linking New Prompt Controls Pivot Table Interactions Enhanced Dashboard Builder Analysis Editor Overview Working with the analysis editor step by step Praxisteil

3 Overview of OBIEE 11g Visualization Improvements Oracle developed visualization components which are standardized across Fusion Applications and OBIEE/OBI Applications More consistency in how visualizations are built Scorecard Capabilities (featured in previous Immersion Series Presentation) Spatial New Visualization controls and interactions Scrollable legend, sliders, master-detail linking New graph types Multi-pie, More informative Pop-ups

4 OBIEE 11g Catalog & Start Page

5 Master-Detail Linking View can Broadcast an Event Pivot Table Table Chart Map View View can Subscribe to an Event Pivot Table Table Chart Any Number of Views can Subscribe to the same Event

6 Prompting Enhancements New Prompting Controls Slider Prompt Check-box Prompt Radio-button Prompt List Prompt Hierarchical Prompt Currency Prompt

7 Pivot Table Interactions on Dashboard

8 Enhanced Dashboard Builder Easy and Intuitive approach to Dashboard Creation WYSIWIG Direct Manipulation Dashboard Preview Ability to Inherit Dashboard/Page Report Links Publish Page to Dashboard Prompt Scope Definition

9 New Features Dashboard Template Briefing Book PDF MHTML New Dashboard Objects Action Link Scorecard/KPIs

10 Customizations Significantly Different Architecture and UI Elements in 11g Recommended Approach is to Start Customization from Scratch White paper on Customizations

11 Dashboard Enhancements New Interactions and UI Enhancements Master-Detail Linking New Prompt Controls Pivot Table Interactions Enhanced Dashboard Builder New Features Dashboard Template Publish Dashboard Briefing Book in PDF New Dashboard Objects Customizations Skin-Style in 11g

12 Visualizations New visualizations engine ADF DVT Across OBIEE, ADF, Fusion Applications Foundation for further enhancements Interactivity Master-Detail Linking Animated Transitions Range Sliders Section Sliders Spatial Data visualizations

13 Advanced Usage of Map Views Multi-Measure, Mixed-Format Maps Multi-Measure, Mixed-Format Maps With Underlying Heatmapbased Background map Maps Depicting Custom Spatial Boundaries Multi-Measure, Multi-Level, Mixed-Format, Hi-Density Map

14 Key Terms Term Analysis Column Filter Prompt Selection Criteria Results Subject Area Dashboard Dashboard Prompt Query Definition Answers a query against an organization s data. Object that indicates the data that an analysis returns; measure columns contain numeric measures, while the membership of attribute columns are descriptive, and that of hierarchies represent relationships. Mechanism that restricts the result set returned by an analysis. Special kind of filter that restricts the result set returned by an analysis; can be used to populate variables. Mechanism that determines column membership included in an analysis. Set of columns and filters that are specified for an analysis. Output returned from Oracle BI Server for a specified analysis. Logical object that organizes and presents data about a business. Page in a Business Intelligence application that displays content. Filter object that filters all content on a dashboard page and can be used to populate variables. Underlying SQL issued to the Oracle BI Server for the specified analysis.

15 Agenda Interactive Dashboards Master-Detail Linking New Prompt Controls Pivot Table Interactions Enhanced Dashboard Builder Analysis Editor Overview Working with the analysis editor step by step Praxisteil

16 Hierarchies Are definitions of contained-by or belongs-to relationship of members. Nested levels of these many-to-one relationships Corresponding roll-up of measure values Either level-based or value-based (parent-child) Valuebased hierarchy column Measure column Collapse hierarchy Expand hierarchy Child members indent below their parent.

Oracle Business Intelligence Analysis Hierarchical column Drilling Region attribute column adds State column to analysis because the attributes are

17 Oracle Business Intelligence Analysis Hierarchical column Drilling Region attribute column adds State column to analysis because the attributes are part of a region level-based hierarchy Custom column name Measure column Expand hierarchy to view members Revenue less than $100,000 is highlighted.

18 Creating and Editing Analyses Multiple ways to create or edit analyses in the Analysis Editor. Create or open from the Home page. 1 2

19 Analysis Editor Provides an area to create, modify, and save analyses, filters, and selections. Save Analysis. Subject Area pane Remove all columns. Catalog pane Create and remove filters on columns from the analysis.

Subject Area and Catalog Panes Access saved analyses and dashboards in the Presentation Catalog Show columns and filters to construct analyses Organize

20 Subject Area and Catalog Panes Access saved analyses and dashboards in the Presentation Catalog Show columns and filters to construct analyses Organize content into presentation folders, dimensions, and columns Attribute column Hierarchical column Measure column Presentation Catalog folders and content

21 Analysis Editor Tabs Contain on-screen information and buttons to create, access, and manage analyses View or change columns and filters for analyses View or modify results of analyses Create prompts to filter analyses Work directly with XML and SQL generated for an analysis

22 Working with the Analysis Editor in Oracle Business Intelligence 1. Construct an analysis. 2. Modify analysis criteria. Sorting columns Formulas Style Column format Data format Conditional format Interaction 3. Change column order. 4. Display analysis results. 5. Save an analysis.

23 1. Construct an Analysis Select columns from subject area folders in the Subject Areas pane to create analysis criteria. 2 Add Columns button 1 More Options button Remove all Columns from Criteria button 4 Attribute columns Analysis criteria are displayed in the Selected Columns pane. Hierarchical columns 3 Measure columns

or moving averages) Edit column properties to control appearance and behavior Limit data that

24 2. Modify Analysis Criteria Click the More Options button to modify analysis criteria using the following options: Hierarchical column Determine sort order Add a new function (such as ranking or moving averages) Edit column properties to control appearance and behavior Limit data that appears in a column Remove column from analysis Edit level properties to control appearance and behavior

2. Modify Analysis Criteria (Sorting Columns) Use the Sort button to choose a sort order for the desired column Select the appropriate option to set the sort order: Primary ascending column

25 2. Modify Analysis Criteria (Sorting Columns) Use the Sort button to choose a sort order for the desired column Select the appropriate option to set the sort order: Primary ascending column sort This column sort occurs after the primary sort. Choose a sort option for the desired columns in your analysis. This column sort occurs after the secondary sort and in descending sequence.

26 2. Modify Analysis Criteria (Formulas) Use complex formulas in your analyses: Operators, functions, filters, variables Select a function to add it to the column formula. Select columns from the subject area. Select or create filters. Calculatio n Builder Select or create variables.

27 2. Modify Analysis Criteria (Style) Override formatting and style defaults for: Font, cell (including alignment), border, style sheets Point to custom style sheets. Save as column or data type default.

28 2. Modify Analysis Criteria (Column Format) Override formatting defaults for: Column visibility, headings, data duplication, interaction 1 2 3

Text data: Treat as plain text, HTML, link, and so on

29 2. Modify Analysis Criteria (Data Format) Override the way data is displayed based on the data type. Text data: Treat as plain text, HTML, link, and so on Numeric data: Treat as number, percentage, currency, and so on

Specify an operator and a value to create a condition.

30 2. Modify Analysis Criteria (Conditional Format) Direct attention to a data element that meets a certain Click condition. Add Condition for each condition. Specify an operator and a value to create a condition. Use a Presentation variable Specify a style for data meeting the condition. Select an image to display.

31 2. Modify Analysis Criteria (Interaction) Specify behavior when a user drills on a column heading or a data value. Default is to drill to the next level in a hierarchy. Reset defaults for a column. Set an action to navigate to another saved analysis.

32 3. Change Column Order Drag columns to change column order. Drag a column to another location to reorder the columns.

33 4. Display Analysis Results Click the Results tab to see the results of an analysis. An analysis can be displayed in many formats. Select additional views.

34 4. Display Analysis Results Data is automatically sorted by the first column and then sorted by the second column. Sorting can be specified by the user. Repeating values are suppressed by default. Default can be overridden by the user. Click Click to see the next group or row. to see all rows.

35 5. Save An Analysis Click the Save Analysis button in the toolbar. New Folder 1 2 3

36 Advanced Formatting Saving column settings as systemwide defaults Copying and pasting formatting attributes Using a saved analysis as a style template Using custom date-format strings

Saving Column Settings as Systemwide Defaults Settings on column properties tabs can be saved as systemwide defaults: Save defaults for particular columns or

37 Saving Column Settings as Systemwide Defaults Settings on column properties tabs can be saved as systemwide defaults: Save defaults for particular columns or data types. User must have appropriate permissions to save. Subsequent users see new default settings. Save as defaults for data type. Save as defaults for column.

38 Copying and Pasting Formatting Attributes Copy a range of formatting attributes that are applied to an object and then paste them to an object of the same type: This is supported for rows, columns, and table cells in table, pivot table, and chart views. Restore defaults Copy Paste

Apply formatting from template to new or existing

39 Using a Saved Analysis as a Style Template Use a customized saved analysis as a cosmetic style template. Apply formatting from template to new or existing analyses. Supported in table, pivot table, and chart views 1 2

40 Customized Date and Time Format Strings Provide additional options for formatting columns that contain time stamps, dates, and times Examples of general customized format strings: Term Result Example [FMT:dateShort] [FMT:dateLong] Formats date in locale s short-date format. Formats date in locale s long-date format. 2/3/2008 Monday, February 3, 2008 [FMT:time] Formats time in locale s time format. 12:00:00 AM [FMT:timeHourMin] Formats time in locale s time format but omits seconds. 12:00 AM

41 Applying Customized Format String to a Column Example: Using a customized date format string for a date column 1 2 3

42 Writeback Set writeback settings for a column in the Column Properties dialog box. 1

43 Questions and Answers

44 Agenda Interactive Dashboards Master-Detail Linking New Prompt Controls Pivot Table Interactions Enhanced Dashboard Builder Analysis Editor Overview Working with the analysis editor step by step Praxisteil

45 Praxisteil Lab 3: Advanced Reporting, Master Detail Linking 45

Rich Web UI made simple Building Data Dashboards without Code

Rich Web UI made simple Building Data Dashboards without Code Dana Singleterry http://blogs.oracle.com/dana Product Manager Oracle JDeveloper and Oracle ADF 2 Copyright 2012, Oracle and/or its affiliates.