73275978 HR OBIEE Answers Training

8/10/2019 73275978 HR OBIEE Answers Training

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2010 Zensar Technologies. Delivering Enterprise ROI

Oracle BI Enterprise Edition

(OBIEE)


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2009 Wi ro Ltd - Confidential2

Agenda

3

4 Interactive Dashboards

1 OBIEE and OBIA Overview

2 Oracle BI Answers

View and Charts in Oracle BI

6

Ibot Using BI Delivers

Lab

5


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OBIEE

Oracle Business IntelligenceAnswers

Engine that provides core business intelligence and analytics capabilities

Platform to model data so that users can understand it

Simple to use, highly interactive, Web-based analysis tool and the abilityto pre-construct dynamic reports and alerts.


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Business Processes in OBIEE


Summary data can be used to generate reports at a higher level ofaggregation to monitor performance at the upper levels of the businessorganization. Analysts needing more detailed information can drill down tolower-level snapshot or detail data.

Detail data provides insights into the specifics of the business. Forexample, such analyses can lead businesses to maximize productstrategies or cut marketing costs.

Snapshot data shows a view of the business data at a given time.

Snapshot data can be used to understand trends and to monitor businessperformance. Product profitability, customer segmentation,


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Oracle BI Applications: Built with OBIEE

Integrated Security, User Management, Personalization

Multidimensional Calculation and Integration Engine

Intelligent Request Generation and Optimized Data Access Services

Common Enterprise Information Model

DataIntegration

Ad-hocAnalysis

InteractiveDashboards

Essbase Reporting &Publishing

ProactiveDetectionand Alerts

Disconnected& MobileAnalytics

MS Office& OutlookIntegration

PackagedETL Maps

UniversalAdapters

HyperionMS ExcelOther Data Sources

BAW Schema

Oracle BI Applications

Sales

Service &

Contact

Center

Marketing

Order

Management

& Fulfillment

Procure

& SpendFinancials

Human

Resources
http://www.peoplesoft.com/corp/en/public_index.jsphttp://www.siebel.com/http://www.sap.com/index.asp


7/135 2010 Zensar Technologies. Delivering Enterprise ROI

ORACLE BI ANSWERS




Oracle Business Intelligence Answers:

Overview

Self-service access to personalized & actionableinformation

Enables you to query an organizations data

Provides a set of graphical tools to create and executerequests for information

Provides the building blocks of Oracle Business

Intelligence Interactive Dashboards



How to Get into Oracle Business Intelligence

Answers ?

http://erptest2.sorouh.com:8020/

1



2



Click on Answers

3 3


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Answers Selection Pane

Accesses saved

requests and

dashboards

Shows columns and

filters to constructrequests

Organizes content into

presentation folders,

tables, and columns



Key Terms

Special kind of filter that restricts the result set returned by a request;can be used to populate variables

Prompt

Underlying SQL issued to the Oracle BI Server for the specified request

Stores content created with Answers and Interactive DashboardsOracle BIPresentation Catalog

Query

Filter object that filters all content on a dashboard page and can be used topopulate variables

Dashboard Prompt

Page in a Business Intelligence application that displays contentDashboard

Logical object that organizes and presents data about a businessSubject Area

Output returned from Oracle BI Server for specified requestResults

Set of columns and filters that are specified for a requestCriteria

Mechanism that restricts the result set returned by a requestFilter

Object that indicates the data that a request returnsColumn

Answers a query against an organizations dataRequest

DefinitionTerm


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Subject Areas

Contain information about the areas of yourorganizations business

Have names that correspond to the type of information

they containSelect a subject area to create a new request.


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1. Selecting a Subject Area

After logging in, select a subject area to navigate to the

Oracle Business Intelligence Answers workspace.

Select subject area.



2. Constructing a Request

Select columns from subject area virtual tables in the

selection pane to create request criteria.



3. Modifying Request Criteria

Use buttons to modify request criteria:

Column Properties

Edit column properties to control appearance and layout

Edit Formula

Add a new function (such as ranking or moving averages)

Add Filter

Limit data that appears in a column

Remove Column

Remove a column from the request criteria Order By

Determine sort order (ascending or descending)



3. Modifying Request Criteria: Sorting Columns

Use the Order By button for the desired column to

select the order

Click the button to set the sort order:

Ascending

Descending

Secondary column sort

This column sort occursafter

the primary sort.

This column sort occurs after

the secondary sort and indescending sequence.

Primary ascendingcolumn sort


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3. Modifying Request Criteria: Style

Provides the ability to override defaults for:

Font

Cell (including alignment)

Border Style sheets

Click the FormatColumn button.

Point to customstyle sheets.


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Provides the ability to override defaults for: Column visibility

Headings

Data duplication

Interaction

3. Modifying Request Criteria: Column Format

1

2

3


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3. Modifying Request Criteria: Conditional Format

Directs attention to a data element if it meets a certain

condition

Click Add Conditionfor each condition.


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3. Modifying Request Criteria: Formulas

Provide the ability to use complex formulas in your

requests:

Operators

Functions

Filters

Variables

Click the Edit Formulabutton.

CalculationBuilder

Select a function to addit to column formula.


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4. Changing Column Order

Drag columns to change column order.

Drag a column to anotherlocation to reorder the

columns.


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5. Displaying Request Results

Click the Results tab to see the results of a request.

A request can be displayed in many formats.


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5. Displaying Request Results

Data is automatically sorted by the first column andthen sorted by the second column.

Sorting can be specified by the user.

Repeating values are suppressed.

By default, the values can be changed by the user. Click the button to see the next group or row.

Click the button to see all rows.


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6. Modifying the Results Layout

Change views to control the appearance of the results.

Choose aresult view.


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7. Saving a Request

Use the Save Request page to save a request in a personal

or shared folder.

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3

2


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Summary

In this lesson, you should have learned how to use Oracle

Business Intelligence Answers to construct, modify, and

save requests.


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Practice 1: Overview

This practice covers the following topics:

Creating a request

Formatting the request



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Filtering Requests

in Oracle Business Intelligence Answers


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Using Filters in Requests

Filters limit the results that appear when a request is run.

Answers shows only those results that match filtercriteria.

Example: Limit the results of a request to list thecustomers and sales reps in Atlanta, Boston, Chicago,and favorite-city variable only.

This filter limits theresults to customers

and sales reps inthese cities.

Filters canbe saved.


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Creating and Editing Filters

Use the Create/Edit Filter dialog box to create and edit

filters.

1a2

3

4

1b


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Drilling and Filters

Drilling in the Results tab automatically filters results.

The drill path corresponds to hierarchies that are

defined in the metadata.

Drill on the results page to

filter on the drilled value.The filter is automatically

added to criteria.

Results include the nextlevel in the sales hierarchy.


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Column Filter Prompt

Provides general filtering of a column in a request

Presents all choices or constrained choices for a

column

Can be combined with other column filter prompts

Example: A request filtered on region contains a

constraint for a specific state (IL: Illinois).


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Summary

In this lesson, you should have learned how to:

Improve your ability to design and build filters in Oracle

Business Intelligence requests

Add a column filter prompt to a request

Add an image filter prompt to a request

Use a saved request as a filter

Edit the SQL for a column filter in a request


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Adding filters to a request

Adding a column filter prompt to a request


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2010 Zensar Technologies. Delivering Enterprise ROI 2010 Zensar Technologies. Delivering Enterprise ROI

Building Views and Charts in Requests


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Oracle Business Intelligence Views

Have a many-to-one relationship with requests

Use Oracle Business Intelligence presentationcapabilities to help users look at results in meaningfulways

Help to identify trends and relationships in data whenusing multiple views

Are available for selection on the Results tab in OracleBusiness Intelligence Answers


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Descriptions of Business Intelligence Views

Show the logical SQL that is generated for a requestLogical SQL

Explanatory text if request does not return any resultsNo Results

Show results in a variety of chart formatsChart

Document meaning of special formatting used in resultsLegend

Show request results as a ticker or marquee (similar to stock markettickers)

Ticker

Show results as one or more paragraphs of textNarrative

Enable users to dynamically change the columns that appear in the resultsColumn Selector

Show the filters that are in effect for a requestFilters

Show results as dial, bar, and bulb style gaugesGauge

Swap row, column, and section headings to obtain different perspectivesPivot Table

Show results in a standard row and column tableTable

Add a title, subtitle, logo, link to help page, and time stampTitle

Assemble different views for display on dashboardsCompound Layout

DescriptionView Name


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Working with Viewsin the Compound Layout View

Use the View drop-down list to select another view.

Add a view to the Compound Layout by using the AddView buttons.

Edit or drag views as necessary.

1

2

Add View buttonsPrint Options, formatting

import, and refresh


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Totals

Can be calculated in arequest with hierarchicalresults

Examples:

Show sales volume by

region, state, and city

Request subtotals byregion and state

Are created on the Resultstab (Table view)

Are also available in Pivotview


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Totals

Click the Break Total button on the column to create

subtotals at a mid-level.

Click the Grand Total button to create a grand total forthe request.

Break Totalbutton

Grand Total button


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Measure Totals

The default aggregation is Sum (set in repository).

Set the aggregation type for measures to affect grandtotals.

DefaultAggregation Rule

is Sum.

Edit Formula

Measures


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Chart User Interface

Chart view has its own user interface:

Preview results

Chartcolumns

Chartoptions

Scalechart size


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Chart Options

Types of graphs include:

Area

Horizontal bar

Bubble

Vertical bar Line

Line bar combo

Pareto

Pie

Radar

Scatter Step

Funnel chart


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Chart Options

Edit the defaults for the chart by clicking the appropriatebutton.

Format ChartData

AdditionalCharting Options

Axis Scaling

Axis Titlesand Labels

General ChartProperties

AdvancedProperties


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Chart Columns

Choose which columns in the request are graphed.

Columns onhorizontal (x) axis

Columns on thevertical (y) axis


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Chart Scale

Change the size of the graph by using the scale bars on

the vertical and horizontal axes.

Visibility of the items may change depending on thescale setting.

Slide to change,and then click

Redraw.


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Formatting Charts

Set the color and formatting of chart elements.

Options depend on the chart type.

Select chartcomponent.

Availableoptions dependon chart type.

Set color.ClickFormatChart

button.


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Conditional Formatting in Charts

You can direct attention to a data element if it meets acertain condition.

Set color for elementsmeeting the condition.Select Add

Condition.


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Charting: Best Practices

Use simple charts where possible.

Two-dimensional charts can be easier to interpret thanthree-dimensional charts.

Example: Use a bar graph rather than a pie chart if it

conveys the information that you want to communicate.


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Showing Results with Pivot Tables


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Objectives

After completing this lesson, you should be able to:

Create pivot tables

Use multiple page drop-down lists in pivot tables

Override default aggregation rules in pivot tables

Format pivot tables

Show an items relative value in a pivot table

Use calculations in pivot tables

Display running sums in pivot tables


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Pivot Table Views

Provide the ability to rotate rows, columns, and sectionheadings to obtain different perspectives of the samedata

Are interactive

Navigable and drillable

Useful for trend reports

Provide the ability to couple tables with charts andgraphs


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Pivot Table

Pages

Section

Totals

Measure Label

Rows

Measures

Columns

C


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Creating a Pivot Table

1. Create a request on the Criteria tab.

2. Click the Results tab, and then select Pivot Table view.

3. Rearrange elements as necessary.

1 C t t th C it i t b


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1. Create a request on the Criteria tab.

Create a request, using columns from a subject area justlike any other request.

2 Cli k th R lt t b d th l t


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2. Click the Results tab, and then selectPivot Table view.

The Pivot Table view is accessed from the Viewdrop-down list.

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3. Rearrange elements as necessary.

The columns included in the request appear as elements in

the pivot table template.

Drag elements

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2

3

4

5

6

Sh i R lt i Pi t T bl


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Showing Results in Pivot Tables

Using Multiple Page Drop-Down Lists

Overriding Default Aggregation Rules

Using Totals

Adding Formatting

Showing an Items Relative Value

Adding a Graph

Using Calculations

Displaying Running Sums

U i M lti l P D D Li t


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Using Multiple Page Drop-Down Lists

Provides the ability to manipulate a drop-down list for each

attribute placed in the pages section

Multiple attributes in

the Pages section . . .

. . . areconcatenatedin a singledrop-down list.

Select More Options > StartNew Page Drop Down . . .

. . . to create separatedrop-down lists foreach attribute.

O idi D f lt A ti R l


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Overriding Default Aggregation Rules

Use More Options to override the default aggregation rule

for a measure specified in the Business Intelligencerepository or by the original author of a request.

Defaultaggregation ruleis SUM.

Select MoreOptions >

Aggregation Ruleto override thedefault.

New aggregationrule is applied.

U i T t l


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Using Totals

Totals aggregate data on elements other than measures:

Pages

Sections

Columns

Rows

LabelTotals for each

sales district

Adding Formatting: Overall Appearance


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Adding Formatting: Overall Appearance

You can customize the overall appearance of a pivot tableby applying green-bar styling and formatting.

1

2 Green barstyling enabled

Adding Formatting: Pivot Table Positions


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Adding Formatting: Pivot Table Positions

You can customize the formatting and appearance ofsections, rows, columns, measures, and the content thatthey contain.

Use the Properties

buttons to customizesections and sectioncontent.

Use the More Optionsbuttons to customizepages, columns,rows, and measures.

Adding Formatting: Section Options


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Adding Formatting: Section Options

Set column headingdisplay.

Insert page breaks inprinted pivot tables.

Show blank rows.

Default: Suppress topreserve space in results.

Set how the columnheading appears.

Set page breaksbetween section

elements when thepivot table prints.

Select to show blankrows as white spacein results.

Adding Formatting: Showing a Section Once


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Adding Formatting: Showing a Section Once

It eliminates duplication of section information andhelps to constrain sections in other sections.

Select More Options > Hide repeated values.

Regionsection bydefault.

Regionsection set toshow once.



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Showing an Item s Relative Value

Relative valueMeasure Duplicate measureSection



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You can dynamically convert a stored or calculatedmeasure into a percentage or index:

Displays relative value of item compared to total

Relative values: percentageof total for the section

Brown sugar sales toRice Bowl = $1732.06

Percentage of brown sugar sales to Rice Bowlrelative to MidWest district = 10.5%

Relative Value Options


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Relative Value Options

Shows percentage of the page, or index value, that this value representsPage

Shows percentage of the column parent, or index value, that this valuerepresents

Column Parent

Shows percentage of the section, or index value, that this value representsSection

Shows percentage of the row, or index value, that this value representsRow

Shows percentage of the column, or index value, that this value representsColumn

ResultPercent Ofor Index Of



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1. Duplicate the measure.

2. Rename the duplicate measure.

3. Select the Show Data As option.

4. View the results.

1 Duplicate the measure


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1. Duplicate the measure.

This is an optional step that provides ability to displayboth the total for the measure and its relative value.

1 2

2 Rename the duplicate measure


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2. Rename the duplicate measure.

Rename the duplicate measure to distinguish it from theoriginal measure.

1

23

3 Select the Show Data As option


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3. Select the Show Data As option.

Select the Show Data As option, and then select Percentof or Index of and the appropriate submenu item.

1

32

4 View the results


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4. View the results.

Total measures and relative values are displayed in a pivottable.

Brown sugar accounted for46.5% of sugar sold in theMidWest.

Relative values

Chicago Dog Express bought1.4% of Powdered Sugar in theMidWest.

Rice Bowl bought18.7% of all sugar inthe MidWest.

Adding a Graph


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Adding a Graph

Chart controls are the same as in the Chart view.

Select to add a chart.

Chart controls

Displaying Running Sums in Pivot Tables


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Displaying Running Sums in Pivot Tables

A consecutive cell for a measure displays total of all

previous cells for that measure: Display feature only, with no effect on actual pivot table

results

Typically displayed for duplicated columns ormeasures showing data as a percentage

Select More Options >Display as Running Sum.

Duplicated column Results appear as running sum.

Summary


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Summary

In this lesson, you should have learned how to:

Create pivot tables

Use multiple page drop-down lists in pivot tables

Override default aggregation rules in pivot tables

Format pivot tables Show an items relative value in a pivot table

Use calculations in pivot tables

Display running sums in pivot tables



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Showing results with pivot tables

Displaying running sums in pivot tables


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Creating Interactive Dashboards


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I t ti D hb d


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Interactive Dashboards

Dashboards are the standard interface for the majorityof users

It allows multiple reports to be displayed in a tabbed

Interface

The reports are interactivethey can be clicked on to Interact with the data

Ideally highly summarized and graphical



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Oracle Business Intelligence Interactive Dashboards: Display the results of Business Intelligence requests to

users Provide two types of views of corporate and external

information:

Personalized views My Dashboard for each user

Preconfigured views Shared dashboards can be saved by users with

administrative privileges.

Personalized viewMy Dashboard

Shared dashboards

Interactive Dashboard


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te act e as boa d

BusinessIntelligence requestwith Title, Chart, andTable views

Embedded Web content in asecond dashboard column

Dashboardcolumn

Creating a New Interactive Dashboard


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g

Users with appropriate permissions and responsibilities

can create a new dashboard.

2

1

3

4

5

Interactive Dashboard Pages


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g

Appear as tabs across the top of the dashboard

Display anything that you can access or open with yourWeb browser: saved requests, alerts from Delivers,images, charts, tables, text, links to Web sites anddocuments, and so on

Dashboard pages

Click to edit dashboard.


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Dashboard Styles


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y

Styles control how dashboards and results are formattedfor display: Administrator may create styles from which to choose. A default style is used if no styles are selected.

Click the DashboardProperties button inthe Dashboard Editor.

Style drop-down list

Page controls

Dashboard Page Controls


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g

You can do the following:

Rename

Delete

Reorder

Hide

Rename Delete


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Dashboard Columns


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Dashboard columns are used to align content on a

dashboard. Not the same as columns in a request

Create as many columns as you need.

Every new dashboard page automatically contains oneempty column with one empty section.

Add Column button

Additional column

Click the Properties buttonto set column properties.

Dashboard Sections


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Appear in columns in the dashboard layout Hold the content dragged from the selection pane

Organize content in a column

Click and drag objects to build

dashboard pages.

Dashboard Print Controls


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Print pagesby using:

Adobe AcrobatPDF

The browsers

Print command

Print settings areindependent foreach dashboardpage.

1

2

Dashboard Prompts


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Filter the results of embedded requests to show onlythose results that match the prompt criteria

Filter all requests embedded in a dashboard or only therequests on certain dashboard pages

Set or update variables

Presentation variables are populated by prompts.

Repository and session variables can be overwritten byprompts.

Prompts are created in Answers.

New DashboardPrompt button

Building Dashboard Prompts


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1. Set the scope of the prompt.2. Select the column and operator.

3. Set the control and constraints.

4. Set defaults.

5. Set variables.6. Create a label.

7. Save the prompt.

8. Add to a dashboard.

9. Test the results.

1. Set the scope of the prompt.


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The scope determines whether the Dashboard promptfilters a page or the entire dashboard.

2. Select the column and operator.


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To add a column, click columns in the selection pane. Use the Edit Column Formula window to add functions,

filters, variables, and other expressions.

Select the filter operator for the prompt.

Edit Formulabutton

Select the filteroperator.

3. Set the control and constraints.


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The control specifies the way the user enters theprompted value.

Select the Constrain option to constrain valuesavailable for selection based on a previous prompt.

Constrained byRegion.

User enters textinto prompt.

User selects valuefrom a list includingall column values.

4. Set defaults.


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Optionally, you can set a default prompt value to reportdefaults, a specific value, a variable, or the results of aSQL query.

Values areselected fromRegions column.

6. Create a label.


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Optionally, you can enter a label for each prompt. Thedefault behavior is to display the column name.

Prompt populates thePresentation variable

7. Save the prompt.


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Save the prompt to the OracleBI Presentation Catalog.

8. Add to a dashboard.


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Edit the dashboard to add the prompt.

Add the prompt from theselection pane in theDashboard Editor.

9. Test the results.


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Navigate to the dashboard and test the prompt.The myFavoriteRegionPresentation variable ispopulated by the Regiondashboard prompt.

The

RegionpromptdefaultstoCentral.

The District promptis constrained todistricts in theCentral region.

Saved Selections


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Saving selections enables users to view dashboard pagesthat are preselected by frequency or by favorite filters andprompts.

Eliminates need to choose prompts and filtersmanually

Saves preferred values for Presentation variables

Provides ability to:

Save multiple view selections with different combinationsof choices (for personal use or use by others)

Switch between saved selections Specify a saved selection as the default view

Creating a Personal Saved Selection


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Users with appropriate permissions can create and saveselections for personal use.

1

2

3

4

Creating a Saved Selection for Others


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Users with appropriate permissions can create and saveselections for others.

3

4

1 2

5

Applying a Saved Selection


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Click the Page Options button to apply saved selections.

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2

Editing Saved Selections


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Users with appropriate permissions can edit savedselections and defaults.

Change

defaults

Rename

Set permissions

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2

3

Delete


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This practice covers the following topics: Creating a dashboard page

Adding content to the page

Creating a prompt and adding it to the dashboard


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Oracle Business Intelligence Delivers


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Automates Business Intelligence

Creates alerts based on Business Intelligence results

Detects specific results and immediately notifies theappropriate person or group through Web, wireless,mobile, and voice communications channels

O l B i I t lli D li


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Delivery Devices

Delivery Profiles

iBots

Alerts

Delivery Devices


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Business Intelligence content can be delivered to avariety of devices:

Web browser

E-mail

Pager Digital cell phone

Wireless PDA

Any other device capable of handling standards-basedcommunication

iBots


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Are software-based engines that execute requests andgenerate responses to the right people and devices

Contain the following elements:

Priority and visibility

Conditional request

Schedule

Recipients

Delivery content

Destination

Can also execute scripts

Business Intelligence Alerts


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Alerts are triggered when conditions that areconfigured in iBots are met.

If an Alert is generated, the Alerts! link appears at thetop of the Interactive Dashboard page.

A specific Alerts section can be added to anydashboard page, and an Alerts section then appearsautomatically on the first page of My Dashboard.

Accessing Delivers


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To access Oracle BI Delivers, select More Products >Delivers.

Delivers Start Page


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From the Delivers window, you can create a new iBot,edit your account, review shared iBots, and so on.

1

2

Steps to Configure an iBot


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1. Configure the General tab.2. Configure the Conditional Request tab (optional).

3. Configure the Schedule tab.

4. Configure the Recipients tab.

5. Configure the Delivery Content tab.6. Configure the Destinations tab.

7. Configure the Advanced tab (if necessary).

8. Save the iBot.

1. Configure the General tab.


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Configure three settings:

Priority: High, Normal, Low

Data Visibility: Personalized or Not personalized

Run As: If you select Not personalized, you canspecify the user ID that is used to run the data (in other

words, mimic that user ID).

2. Configure the ConditionalRequest tab (optional).


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Request tab (optional).

Select the request that triggers the iBot. The iBot is considered triggered if the request returns

one or more rows.

Click to add

request.

3. Configure the Schedule tab.


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There are three parts to aniBot schedule:

Start date and time

Recurrence

End date and time

The Time reference is fortheOracle BI Schedulerserver, not the localmachine.

Start

Recurrence

End

4. Configure the Recipients tab.


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Recipients Yourself (not

required)

Others

Subscription

options Select whether

or not to publishthe iBot and whosubscribes to the

published iBot. Recipients can bedetermined conditionally bythe results of a request.

5. Configure the Delivery Content tab.


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a. Select which request isdelivered.

Does not have to be theConditional request thattriggers the iBot

b. Enter a headline.

Minimize lengthfor e-mail

c. Select message format.

d. Add additional messagecontent as necessary.

6. Configure the Destinations tab.


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Destinations

Dashboard

Delivery profile

Devices

Selecting devices here overrides the users deliveryprofile.

6. Configure the Destinations tab.


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Services: BI administrators can create Oracle BI Server cache for

individual users.

A cache seeding operation allows administrators to runrequests on dashboard pages or those stored in the

Oracle BI Presentation Catalog, and create an Oracle BIServer cache.

Cache seeding speeds up response time for userswhen they actually run the requests on the dashboards.

If data already exists in the cache for a given query, thedata is deleted and refreshed when the iBot runs.

7. Configure the Advanced tab (if necessary).


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Specify one or more actions to execute when this iBotcompletes:

Another iBot (often referred to as iBot ch ain ing)

Custom script

8. Save the iBot.


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a. Click the Save button.b. Name the iBot.

c. Click OK.


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Question & Answers


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73275978 HR OBIEE Answers Training

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