ORACLE BUSINESS INTELLIGENCE WORKSHOP ... BUSINESS INTELLIGENCE WORKSHOP Creating Interactive...

download ORACLE BUSINESS INTELLIGENCE WORKSHOP ... BUSINESS INTELLIGENCE WORKSHOP Creating Interactive Dashboards and Using Oracle Business Intelligence Answers Purpose This tutorial shows

of 55

  • date post

    22-May-2018
  • Category

    Documents

  • view

    217
  • download

    3

Embed Size (px)

Transcript of ORACLE BUSINESS INTELLIGENCE WORKSHOP ... BUSINESS INTELLIGENCE WORKSHOP Creating Interactive...

  • ORACLE BUSINESS INTELLIGENCE WORKSHOP

    Creating Interactive Dashboards and Using Oracle Business Intelligence Answers

    Purpose

    This tutorial shows you how to build, format, and customize Oracle Business Intelligence queries and format and customize requests and Interactive Dashboards.

    Time to Complete

    Approximately 2 hours

    Topics

    This tutorial covers the following topics:

    Overview..................................................................................................................1 Prerequisites ............................................................................................................2 Creating a Query and a Chart ....................................................................................3 Working with a Pivot Table ......................................................................................20 Creating a Narrative View........................................................................................25 Creating Column Selectors and View Selectors ........................................................30 Creating an Interactive Dashboard...........................................................................39 Using Dashboard Prompts and Presentation Variables..............................................43 Summary ...............................................................................................................54 Related Information ................................................................................................55

    Overview

    This tutorial covers how to use Oracle Business Intelligence Answers to create queries, format views, charts, and add user interactivity and dynamic content to enhance the user experience. You create queries and work with views including charts, pivot tables, and narratives. You then create selectors to drive interactivity in your Business Intelligence requests, and build a custom Dashboard to contain the requests and views you've created. Finally, you work with dashboard prompts to filter your dashboard and populate variables.

    1

  • Scenario

    The dashboard you build in this tutorial charts sales for the last 12 months by channel, country region, and product category and provides trend analysis data as well as narrative highlights of categories that have declined in sales in the last month.

    Prerequisites

    This tutorial accompanies the BIC2G:EE 10.1.3.2 VMWare image (Linux Edition v1.0). Make sure you have 2 GB RAM and 15 GB hard disk space. Have VMWARE Player, or VMWARE Sever installed on your machine. If you do not have VMWare software, download a copy of VMWare Player from http://www.vmware.com/download/player/ .

    To set the Linux VMWare image to use the correct data sets and business model, take the following steps: 1. Boot up the Linux VMWare image waiting until the image console displays a welcome message. Follow

    the instructions on that screen to connect to the hosted server from a local browser 2. In a browser, go to the Process Control page http://oracle2go.us.oracle.com/go/process_control/pc.html 3. Change the repository and WebCatalog to sh.rpd and SH respectively. These configuration files set up

    the BI Server to use the Sales History schema that is shipped for the Oracle database.

    Click to store the new settings. Wait for the changes to be reflected in the Log and underneath the process state indicators for Oracle BI Server and Oracle BI Presentation Server. If either of these have red flags beside them, select the checkbox and click

    When this process is complete, the control page should look like the example below.

    4. In a browser, navigate to http://oracle2go.us.oracle.com:9704/analytics , Enter Administrator as the User

    ID and password, and click Log In.

    2

    http://www.vmware.com/download/player/http://oracle2go.us.oracle.com/go/process_control/pc.htmlhttp://oracle2go.us.oracle.com:9704/analytics

  • Creating a Query and a Chart

    In this topic you build and format a business intelligence request using Oracle BI Answers, and create and format a chart.

    Create a query

    Add a filter

    Create totals and format results

    Create a chart

    To create a query, perform the following steps:

    1. Click the Answers link to navigate to the Answers start page, and select the Sales History subject area by clicking the SH link in the Subject Areas list.

    In this example, there is only one subject area, but there could be a long list, depending on the metadata that is defined in the Oracle Business Intelligence repository, which can contain multiple subject areas. Subject areas are sets of related information with a common business purpose.

    2. In the left-hand selection pane of the Answers interface, click the Plus icon next to Times to expand it.

    Expand the Calendar table and click the Calendar Month Desc column to add it to your query criteria, which appears in the right pane.

    The query you are building has one measure and three attributes.

    3

  • 3. Click the Calendar Month Name column to add it to your query. From the Products table, add the Prod Category column. Finally, add Measures > Sales Facts > Amount Sold (000). Your query should look like this:

    4. You can reorder the columns in your query by clicking and dragging them. Drag the Prod Category

    column in front of the columns from the Calendar table in your query. Your query criteria should look like this:

    Now drag the column back to its original location.

    5. Add a saved filter to the query to limit the data to the last 12 months (based on the SH data, this will cover

    from January to December 2001). Under Filters in the left-hand selection pane, expand the SH folder and click the Most Recent 12 Months. The Apply Saved Filter dialog box is displayed.

    This filter has been created and saved in a shared folder so that it can be used by other users. The filter uses a variable defined as the value of the maximum month ID, which has been created in the Oracle BI repository metadata to ensure that it is synchronized with the data.

    6. Click OK in the Apply Saved Filter dialog box to add the filter to your query.

    4

  • 7. Click the Advanced tab. The Advanced tab can be made available only to specific users. The XML fully

    defines the query (including chart formats in case of charts). The SQL defines the content of the query. Note that any query or reporting tool that can issue SQL over ODBC connection, can issue a query to the BI server, just like Answers. Examine the request XML that defines the view and the logical SQL that will be issued for the query.

    The Request XML defines the whole analysis, including logical SQL and views for the query. The SQL Issued field contains only the logical SQL that will be issued to the Oracle BI Server for processing. Note the saw_X column aliases, which are added automatically. Editing the logical SQL will change your view definitions.

    To add a filter for the direct channel, perform the following steps:

    1. Click the Criteria tabs, using the selection pane, add Channels > Channel Desc to your query criteria.

    2. In the criteria pane, click the Filter button on the Channel Desc column to add a filter on that column.

    5

  • 3. In the Create/Edit Filter dialog box, click the All Choices link to display all values for the column.

    You can also limit the list of choices by setting a match criteria using the Match drop-down menu and entering a string, then clicking the All Choices link. The Limited Choices link will limit choices to those that are consistent with any pre-existing filters.

    4. Verify that the Operator for the filter is set to "is equal to / is in" and then click the Direct Sales value in

    the list of choices. Direct Sales is added as a value in the filter. Click OK to create the filter.

    The filter is added to the existing saved filter you used earlier.

    5. Click the Delete button (with and X) on the Channel Desc column to delete it from the criteria. You are

    filtering on the channel, but you don't need the column in your query.

    Another way to achieve this result is to CTRL-click the column in the selection pane, which opens the Create/Edit Filter dialog box with the selected column, but doesn't add the column to the query criteria.

    6

  • 6. Your query criteria should look like this:

    7. Click the Results tab to view the results of your query.

    Other ways to view results are by clicking the view buttons below the tabs in the Criteria pane, or by clicking the Display Results button below the columns in your query criteria. By default, the results are displayed in the Compound Layout view, which contains two other views, a Title view and a Table view. As you will see, you can delete these default views and add other views to the Compound Layout. Later, you will add these different types of views to a dashboard.

    7

  • 8. Return to the Criteria tab and remove the Channel Desc filter you just created by clicking the X next to the filter in the Filters section.

    To create totals and format results, perform the following steps:

    1. To open the Edit Table view for your results, click the Edit view icon for the Table view in the Compound Layout.

    The column controls for each column are displayed with the results. Using the view-level controls, you can also set table-wide formatting properties, import formatting from other queries, and set grand totals for the entire table.

    2. Click the Total By icon above the Calendar Month Desc column to add subtotals by month t