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Scenario: Building Dashboards in Oracle Business Intelligence Enterprise Edition (OBIEE)

Assumption: (A User has a valid User ID and password already configured).

Log in to the OBIEE Application by entering the correct User ID and Password.

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Once we Login, we get the ‘My Dashboard’ which would appear as shown below:

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Click the Answers Link at the top right corner

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Sample Report:

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http://oracleapps88.blogspot.com/

In the following example, a report is generated for the D711 - eBS ESAS (India SSI Only) -
09B Organisation for the Fiscal year 2009.

Step 1: Select the Subject Area on which the report has to be generated. The Subject Area lists
the attributes, which can be viewed in the Report. This consists of Dimensions (e.g Organisation
Name, Project Name Project Status etc.) and Facts or Measures (e.g Total Funding Amount etc).

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In the present example, Project Funding Subject Area is selected.
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The Dimensions and Measures appear on the left hand side titled ‘Columns’

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Step 2: Select the Configuration Criteria for the Report.

Select the required columns from the Columns pane on the left.

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In the current example, the following columns are selected:

1) Project Project Organisation: Organisation Name
2) Time Fiscal: Fiscal Year Long Name
3) Project: Project Number, Project Name and Project Status
4) Measures: Total Funding Amount

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Step 3: The screenshot below shows all the columns that have been included in the Report.
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Step 4: Create Filters on appropriate columns to restrict the number of records that are displayed
in Results.
In this example we create the following filters:

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Organisation Name = D711 - eBS ESAS (India SSI Only) - 09B

Fiscal Year Long Name = FY2009
Exchange Rate Type = Constant Dollar Rate – FY09
Project Status = ACTIVE

IMPORTANT
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For all reports in this scanario,
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Filter for the Exchange Rate Type column must be clearly defined. In absence of this
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filter, the report results will be incorrect.
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The ‘Exchange Rate Type’ can be either defaulted to Constant Dollar Rate - FY 09 or
Project Functional Currency. P
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If Constant Dollar Rate - FY 09 is selected then the Measures will be displayed in

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constant US Dollars ($).

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If Project Functional Currency is selected then the Measures will be in the respective

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functional currency eg. Euros, Great Britain Pound (GBP), Australian Dollars (AUD) etc.

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The screenshot below shows how to configure a filter for the Organization Name column with a
value ‘D711 - eBS ESAS (India SSI Only)8 - 09B’.
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Pfor the column Organization Name
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1) Click the Filter icon

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http://oracleapps88.blogspot.com/

2) The Create/Edit Filter window opens.

Search for the required Column value on the right pane of the window.
In this example we have selected ‘D711 - eBS ESAS (India SSI Only) -
09B’.

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3) Select the required choice from the right side to populate the Value field.
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Step 5: The screenshot below shows the report Criteria once all the filters have been
configured.

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Note: To include a filter for a column that is not present as part of the report we need to press

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CTRL and then click on the desired column in Columns pane.

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Step 6: To view the result click on the Display Results button (By default the report is displayed
in the Compound Layout view.)
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Step 7: To change the way the Report appears the View needs to be modified. The Compound
Layout as the name suggests combines more than one view. By default the Compound Layout
contains Title and Table view.

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The most commonly used Views are given below:
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1. Pivot Table: O
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We can place the attributes in either Rows or Columns based on how the User desires.
In the above screenshot the Fiscal Year Long Name has been placed in the columns
section.

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It is possible to drill on values in the Report to greater level of detail. In this case if
we click on FY2009 we will get how the Total Funding Amount is distributed over
the 4 Quarters

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Grand Totals can be added in the Report by clicking .

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If any column needs to be excluded in the report then that column needs to be
dragged to Excluded section.

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2. Table O
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A In the table view, only the order of the columns can be changed in the Report.
R In addition to the drill and Grand Totals available in Pivot Table, the Table view
O allows sorting by Column Heading. To enable this we need to tick the checkbox:
Enable column sorting in Dashboards, in Table View Properties ( ).
3. Filters:

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The filter view gives the list of filters that have been added in the Report.

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4. Chart:
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The Chart can be plotted for any of the columns included in the Criteria of the Report.
In the above screenshot the Total Funding Amount has been plotted against the Project
Name.

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We can modify the way the chart appears by selecting appropriate values for Graph,
Type and Style.
We can modify the properties of the Chart (e.g Chart Name, Width and Height of the
Chart etc) by clicking on Properties .

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Note: There are a large number of Views available, which can be included in the Report,
depending on the User’s requirement. G
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Step 8: Saving the Report

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Click on the icon (shown below) located at the top-right corner of the page to save
the Report.
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R The User can save the Report in an appropriate folder.

O In this case, we save the Report under My Folders as Organization Report shown in
the screenshot below.

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Sample Dashboard Prompt
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Steps to create a Dashboard Prompt
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Step 1:
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A dashboard prompt is a special kind of filter that filters requests embedded in a
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dashboard.

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Click the Answers link to navigate to the start page in Oracle BI Answers, and then click

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on New Dashboard Prompt… in the Left Pane.
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Select the subject area that contains the column to use as the filter. In this case we select
CProject Funding as the Subject Area.
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To select a column to use as a filter in the dashboard prompt, click it in the selection

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pane. You can add multiple columns to a dashboard prompt. To remove a column from

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the prompt, click the Delete button for that column.

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Select the Operator and Control type for the columns that have been added.

8 column. In this case we are setting the

We can also default the value for a particular
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default for Fiscal Year Long Name

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We can change the way the column gets displayed in the Dashboard by entering an
appropriate value in Label.

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We can constraint columns by checking Constrain in the prompt. Constrained columns

will be constrained by all other columns in the prompt. For e.g if we select Fiscal Quarter M
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= Q2 and if Fiscal Month is constrained, then Fiscal Month will show only those months
in Quarter Q2.
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Result: P
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In this case we add the following columns in the prompts.
1. Fiscal Year Long Name, renamed as Fiscal Year and default set to ‘FY2009’.
2. Fiscal Quarter.
3. Fiscal Month Name renamed as Fiscal Month.

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4. Project Number, with Contol set to Multi-Select.

5. Project Status, with Contol set to Multi-Select and default set to ‘ACTIVE’.
6. Exchange Rate Type with default set ‘Constant Dollar Rate - FY09’.

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Note:

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The Group check-box is ticked for at Project Number to ensure that Project

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Number appears in the next line in the dashboard prompt.

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Step 2: Saving the Dashboard prompt.
Click on the icon (shown below) located at the top-right corner of the page to
save the Dashboard Prompt.

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The User can save the prompt in an appropriate folder.

In this case, we save the Report under My Folders as ‘Dashboard Prompt’
shown in the screenshot below.
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IMPORTANT: S
PPrompts we have to ensure that the Columns in the Report are
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When we use Dashboard

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set to ‘is prompted’.

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This operator is required for columns included in dashboard prompts where no prefiltered
values are desired.

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http://oracleapps88.blogspot.com/

Note that we add 2 more filters, Fiscal Quarter and Fiscal Month and set them also to ‘is
prompted’.

The final Report with all the filters added is shown below:

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Creating a Dashboard
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Click on Dashboard at the top right corner of the page to view the Dashboard Page.

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If the Dashboard Page is empty is will appear as shown below. In this case the Dashboard
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Prompt and the Report are added to ‘My Dashboard’
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Click ‘here’ and we will be able to add the Dashboard prompt and the Report to different
sections of the page.

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Drag and drop the ‘Dashboard Prompt’ and ‘Organization Report’ to different
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sections of the Dashboard page.
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To add certain features to the Report we click on Report Links… check the box for

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Refresh, Printer Friendly, Download, Add to Briefing Book.
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Click Save to return to the Dashboard page.

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The Dashboard page that appears is shown below:

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