Oracle Business Intelligence - COOK COUNTY...
81
Oracle Business Intelligence Created on 11/4/2016 10:25:00 AM
Transcript of Oracle Business Intelligence - COOK COUNTY...
Oracle Business Intelligence
Created on 11/4/2016 10:25:00 AM
Training Guide
Page i
Table of Contents Oracle Business Intelligence ....................................................................................... 1
Overview of BI and Subject Areas ........................................................................... 1 Oracle Business Intelligence Overview .................................................................................... 1 Navigating OBIEE .................................................................................................................. 12
View Dashboard and Reports .................................................................................31 Navigating to Dashboard ........................................................................................................ 31 Navigating to Report with prompts ......................................................................................... 44 Adding and Removing Reports to Favorites .......................................................................... 55 Exporting Report .................................................................................................................... 61 Print Dashboard Page ............................................................................................................ 69
Training Guide
Page 1
Oracle Business Intelligence
Overview of BI and Subject Areas
Learning Objective : In this topic you will learn the overview of Oracle Business Intelligence.
Oracle BI (sometimes simply referred to as Oracle Business Intelligence) provides a full range of business intelligence capabilities that allow you to:
Collect up-to-date data from your organization
Present the data in easy-to-understand formats (such as tables and graphs) Deliver data in a timely fashion to the employees in your organization
These capabilities enable your organization to make better decisions, take informed actions, and implement more-efficient business processes.
Upon completion of this topic you will be able to:
Understand the overview of Oracle Business Intelligence.
Oracle Business Intelligence Overview
Learning Objective : In this topic you will learn the overview of Oracle Business Intelligence.
Oracle BI (sometimes simply referred to as Oracle Business Intelligence) provides a full range of business intelligence capabilities that allow you to:
Collect up-to-date data from your organization
Present the data in easy-to-understand formats (such as tables and graphs) Deliver data in a timely fashion to the employees in your organization
These capabilities enable your organization to make better decisions, take informed actions, and implement more-efficient business processes.
Upon completion of this topic you will be able to:
Understand the overview of Oracle Business Intelligence.
Procedure
Training Guide
Page 2
Step Action
1. Click the desired object.
Training Guide
Page 3
Step Action
2. Press [Enter].
Step Action
3. Press [Enter].
Training Guide
Page 4
Step Action
4. Press [Enter].
Training Guide
Page 5
Step Action
5. Press [Enter].
Step Action
6. Press [Enter].
Training Guide
Page 6
Step Action
7. Press [Enter].
Training Guide
Page 7
Step Action
8. Press [Enter].
Step Action
9. Press [Enter].
Training Guide
Page 8
Step Action
10. Press [Enter].
Training Guide
Page 9
Step Action
11. Press [Enter].
Step Action
12. Press [Enter].
Training Guide
Page 10
Step Action
13. Press [Enter].
Training Guide
Page 11
Step Action
14. Press [Enter].
Step Action
15. Press [Enter].
Training Guide
Page 12
Step Action
16. End of Procedure.
Navigating OBIEE
Learning Objective : In this topic you will learn how to Oracle BIEE.
Oracle BI provides various options of viewing reports and using them to benefit the user. This topic teaches the various options available to access the available intelligence.
Upon completion of this topic you will be able to:
Navigate OBIEE
Procedure This topic will cover: - Navigating OBIEE. Time to complete: 5 minutes
Training Guide
Page 13
Step Action
1. The Oracle Business Intelligence Login screen provides access to the dashboard and reports and is the gateway into the reporting needs that are assigned to your job role. To access the Oracle BI, enter the assigned user name and password.
Training Guide
Page 14
Step Action
2. To access the Oracle BI, enter the assigned user name into the User Name field. In this example, enter "ckureva".
Training Guide
Page 15
Step Action
3. Click in the Password field.
Step Action
4. Enter the appropriate information into the Password field. Enter "******".
Training Guide
Page 16
Step Action
5. Click the Login button when you are finished entering the username and password.
Training Guide
Page 17
Step Action
6. The Oracle Business Intelligence home page is displayed. The Homepage provides entry into the multiple OBIEE functional areas and is broken into task based sections.
Training Guide
Page 18
Step Action
7. The Recent section displays your recently viewed Dashboards and Reports.
Training Guide
Page 19
Step Action
8. In the Create section you have quick access to create.
Step Action
9. The Get Started section provides access to: Oracle OBIEE Documentation & Microsoft Office Integration downloads.
Training Guide
Page 20
Step Action
10. The Most Popular section shows the most viewed OBIEE content.
Training Guide
Page 21
Step Action
11. Click the Favorites drop down menu to view options.
Step Action
12. In the Favorites drop down you can add shortcuts to favorite reports.
Training Guide
Page 22
Step Action
13. Click the Dashboard drop down menu to view options.
Training Guide
Page 23
Step Action
14. The Dashboards drop down menu provides navigation links to the available dashboards. To Navigate to a respective Dashboard click the desired link.
Step Action
15. Click the New drop down menu to view options.
Training Guide
Page 24
Step Action
16. From the New drop down menu you can create a new Analysis, Dashboard, Filter, Dashboard Prompt, Published Reporting, and Actions. Similar to the create section on the Homepage
Training Guide
Page 25
Step Action
17. Click the Open drop down menu to view options.
Training Guide
Page 26
Step Action
18. From the Open drop down menu you can also quickly navigate to recent and popularly viewed Dashboards and Reports.
Step Action
19. Click the User Name dropdown menu to view options.
Training Guide
Page 27
Step Action
20. Click the My Account link.
Training Guide
Page 28
Step Action
21. The My Account window is displayed. This window shows your Preferences and Roles and Catalog Groups access.
Step Action
22. Click the Roles and Catalog Groups tab.
Training Guide
Page 29
Step Action
23. You can view the role assigned to your user id. Click the OK button.
Training Guide
Page 30
Step Action
24. Click the Sign Out button to logout of Oracle BI.
Training Guide
Page 31
Step Action
25. This topic covered: - Navigating OBIEE. End of Procedure.
View Dashboard and Reports
Learning Objective : In this topic you will learn how to navigate through the dashboard and perform
basic functionality.
This section teaches the user how to navigate through the dashboard and run report with or without prompts. It teaches the user how to add reports to their favorite list and how to print and export report outputs.
Upon completion of this topic you will be able to:
Navigate through the dashboard and perform other basic functionality.
Navigating to Dashboard
Learning Objective : In this topic you will learn how to navigate to dashboard.
Dashboards provide personalized views of corporate and external information. A dashboard consists of one or more pages.
Pages can display anything that you can access or open with a web browser, including the following:
The results of analyses
The results of an analysis is the output returned from the Oracle BI Server that matches the analysis criteria. It can be shown in various views, such as a table, graph, and gauge. Users can examine and analyze results, print as PDF or HTML, save as PDF, or export them to a spreadsheet.
Alerts from agents
Action links and action link menus
Images
Text Views of folders in the Oracle BI Presentation Catalog
Links to web sites
Links to documents
Embedded content (such as web pages or documents)
Training Guide
Page 32
Oracle BI Publisher reports
When you open a dashboard, the content of the dashboard is displayed in one or more dashboard pages. Dashboard pages are identified by tabs across the top of the dashboard. A toolbar at the top right contains buttons that let you:
Edit the dashboard, if you have the appropriate permissions and privileges.
Upon completion of this topic you will be able to:
Navigate to dashboard.
Procedure This topic will cover: - Navigating the Dashboard. Time to complete: 8 minutes
Training Guide
Page 33
Step Action
1. The Oracle Business Intelligence home page is displayed. Click the Dashboard drop down menu to view options.
Step Action
2. All the list of available reports in the dashboard are listed. To access a particular menu in the dashboard, click the link. In this example, click the General Ledger link.
Training Guide
Page 34
Step Action
3. The General Ledger report is displayed. This page shows different sections with variety of outputs. Provides insight into key financial areas of performance, including balance sheet, cash flow, expenses, budget vs. actual, working capital, and liquidity.
Training Guide
Page 35
Step Action
4. Click the Balance Sheet tab to view details.
Training Guide
Page 36
Step Action
5. Click in the Cash Flow tab to view details.
Step Action
6. Click in the Budget vs. Actual tab to view details.
Training Guide
Page 37
Step Action
7. Click in the Asset Usage tab to view details.
Training Guide
Page 38
Step Action
8. Click in the Liquidity tab to view details.
Step Action
9. Click in the Financial Structure tab to view details.
Training Guide
Page 39
Step Action
10. Click in the GL Balance tab to view details.
Training Guide
Page 40
Step Action
11. Click in the Trial Balance tab to view details.
Step Action
12. Click in the Dashboards dropdown menu to view and access more reports.
Training Guide
Page 41
Step Action
13. Click the Home button to return to the home page.
Training Guide
Page 42
Step Action
14. The Home page is displayed. You can also access report under the Recent - Dashboard section. To view another report, click the link. In this example, click the Payables - Overview link.
Step Action
15. Note: The Payables report is displayed. Click the Home button.
Training Guide
Page 43
Step Action
16. Click the Sign Out button to log off of the BI application.
Training Guide
Page 44
Step Action
17. This topic covered: - Navigating the Dashboard. End of Procedure.
Navigating to Report with prompts
Learning Objective : In this topic you will learn how to Oracle BIEE.
You can use prompts to filter the results of embedded parameterized BI Publisher reports to show only results that match the prompt criteria. This topic teaches you how to use the prompts.
Upon completion of this topic you will be able to:
Navigate OBIEE
Procedure This topic will cover: - Navigating to reports with prompts. Time to complete: 5 minutes
Training Guide
Page 45
Step Action
1. The Oracle Business Intelligence home page is displayed. Click the Dashboard drop down menu to view options.
Step Action
2. All the list of available reports in the dashboard are listed. To access a particular menu in the dashboard, click the link. In this example, click the Payables link.
Training Guide
Page 46
Step Action
3. The Payables report is displayed. This page shows different sections with variety of outputs. Provides insight into key areas of payables, including AP Balance, payment due, supplier report, holds and discounts, invoice details and all AP transactions.
Training Guide
Page 47
Step Action
4. Click in the All AP Transactions tab to view more details.
Training Guide
Page 48
Step Action
5. Click the graphic.
Step Action
6. Click in the CCP (OU) field.
Training Guide
Page 49
Step Action
7. Click the Apply button.
Training Guide
Page 50
Step Action
8. Click the 61 link.
Step Action
9. Click the Return link.
Training Guide
Page 51
Step Action
10. Click the Home button.
Training Guide
Page 52
Step Action
11. The General Ledger report is displayed. This page shows different sections with variety of outputs. Provides insight into key financial areas of performance, including balance sheet, cash flow, expenses, budget vs. actual, working capital, and liquidity. Click in the Financial Structure tab to view more details.
Step Action
12. The Financial structure page is displays all the details by default. To view the report with a prompt, click the Ledger Name dropdown menu.
Training Guide
Page 53
Step Action
13. All the list of options are displayed. Select the appropriate prompt from the list. In this example, click in the CCG (FA) option.
Training Guide
Page 54
Step Action
14. Click the Apply button to apply all prompted values.
Training Guide
Page 55
Step Action
15. Note: The results of the report has changed as per the prompt selected. Click the Home button to return to home page.
Step Action
16. This topic covered: - Navigating to reports with prompts. End of Procedure.
Adding and Removing Reports to Favorites
Learning Objective : In this topic you will learn how to add and remove reports from favorite list.
The favorites functionality allows you to bookmark as favorites the catalog objects that you view regularly or want to view again at another time.
After you flag objects as favorites, you can use the "Manage Favorites dialog" to organize your favorites by creating categories and rearrange your favorites into the order that you find most
Training Guide
Page 56
intuitive.
You can access a list of the objects that you marked as favorites and any categories that you created by clicking Favorites in the global header.
Upon completion of this topic you will be able to:
Add and remove reports from favorite list.
Procedure This topic will cover: - Adding and removing reports to favorites. Time to complete: 5 minutes
Step Action
1. The Oracle Business Intelligence home page is displayed. To place a report to the favorites list, click the More dropdown menu button.
Training Guide
Page 57
Step Action
2. Click in the Add to Favorites option from the list.
Training Guide
Page 58
Step Action
3. Note: The report is marked by an Orange star to notify the favorite marking. Click the Favorites dropdown button to view options.
Step Action
4. The Account Balance report has been added to the favorite list and that is displayed here as well.
Training Guide
Page 59
Step Action
5. To remove a report from the favorites list, click the More dropdown menu button.
Training Guide
Page 60
Step Action
6. Click in the Remove from Favorites option.
Step Action
7. The General Ledger - GL Balance has been removed from the favorite list.
Training Guide
Page 61
Step Action
8. This topic covered: - Adding and removing reports to favorites. End of Procedure.
Exporting Report
Learning Objective : In this topic you will learn how to export report output.
To leverage your data and use it in other applications, you can export report, KPI, and analysis prompt values and data as a PDF, MHTML, XLS, and CVS file. This topic teaches you how to export.
Upon completion of this topic you will be able to:
Export report.
Procedure This topic will cover: - Exporting report. Time to complete: 5 minutes
Training Guide
Page 62
Step Action
1. The Oracle Business Intelligence home page is displayed. To export the report output select any report in the dashboard. In this example, click the General Ledger - Overview link.
Training Guide
Page 63
Step Action
2. The General Ledger report is displayed. You can click on any of the tab and export the page. In this example, click the GL Balance tab.
Training Guide
Page 64
Step Action
3. The report output is displayed. Click the Export link below the output to export.
Training Guide
Page 65
Step Action
4. List of export to options are displayed. Select the appropriate option from the list. In this example, click in the Excel 2007+ option.
Training Guide
Page 66
Step Action
5. The export window displays the option. In this example, Open with option is selected by default. Alternatively you can also choose to save the file for future reference. In this example, click the OK button to continue.
Training Guide
Page 67
Step Action
6. The report output is displayed in excel format.
Step Action
Training Guide
Page 68
Step Action
7. Click the Close button.
Step Action
8. Click the OK button after the process is complete.
Training Guide
Page 69
Step Action
9. This topic covered: - Exporting report. End of Procedure.
Print Dashboard Page
Learning Objective : In this topic you will learn how print reports.
Oracle BI provides various options of printing report in to versions. You can print it as a PDF or HTML page. This topic shows you the steps to print reports.
Upon completion of this topic you will be able to:
Printing reports.
Procedure This topic will cover: - Printing report. Time to complete: 5 minutes
Training Guide
Page 70
Step Action
1. The Oracle Business Intelligence home page is displayed. To print a report, click the More dropdown menu button.
Training Guide
Page 71
Step Action
2. Printing options are listed. Select the appropriate option from the list. In this example, click the Printable PDF option.
Training Guide
Page 72
Step Action
3. The report is displayed in a printable PDF version.
Training Guide
Page 73
Step Action
4. Click the Close button to return to the BI home page.
Step Action
5. One more option to print report output is to open the report. Click the Open link to open the report.
Training Guide
Page 74
Step Action
6. The report output is displayed. Click the Print link below the output.
Training Guide
Page 75
Step Action
7. Printing options are listed. Select the appropriate option from the list. In this example, click the Printable PDF option.
Training Guide
Page 76
Step Action
8. The report is displayed in a printable PDF version.
Training Guide
Page 77
Step Action
9. Click the Close button.
Step Action
10. This topic covered: - Printing report. End of Procedure.
