Oracle Fusion Technical

Outbound Integration
OTBI
Oracle Transactional Business Intelligence OTBI
It is a business intelligence tool provided by Oracle. OTBI is a platform that integrates with
Oracle’s cloud-based application suites, allowing users to analyze business data, create reports, and
develop business intelligence solutions.
OTBI is used to visualize, understand, and report on the business data obtained from these
application suites. Users can create customizable reports, perform data analysis, and develop business
intelligence solutions through OTBI.
Oracle Transactional Business Intelligence helps you
• quickly uncover business insights and make more informed business decisions.
• query your business data and create analyses to answer your business questions. You can
present data in easy-to-understand formats (such as tables and graphs), create dashboards, and
share the results of analyses.

You use analyses, projects, and dashboards to find the answers that you need
from key business data displayed in graphical formats.
What is
An analysis is a query against your organization's data that provides you with answers to business
questions. Analyses enable you to explore and interact with information visually in tables, graphs,
pivot tables, and other data views. You can also save, organize, and share the results of analyses with
others.

A project enables you to dynamically explore multiple datasets in graphical way, all within a single
interface. You can upload data from many commonly used data sources to create robust sets of
information within project visualizations.

Dashboards can include multiple analyses to give you a complete and consistent view of your
company’s information across all departments and operational data sources. Dashboards provide you
with personalized views of information in the form of one or more pages, with each page identified
with a tab at the top. Dashboard pages display anything that you have access to or that you can open
with a web browser including analyses results, images, text, links to websites and documents, and
embedded content such as web pages or documents.
Scoping Analyses
Scoping Analyses in Oracle Transactional Business Intelligence (OTBI) refers to the process of
determining the scope of specific analyses within the system. This process enables users to define
the filters and conditions needed to analyze a particular dataset or generate a report.

Definition of Analysis Scope:

OTBI Scoping Analyses allow users to define the scope of their analysis. This involves users
deciding which dataset, time range, or business unit data they want to focus on.

Filtering and Conditions:

Users can add filters and conditions to focus on specific datasets. Filters ensure that the analysis
includes only specific data segments, enabling more customized and focused results.

Setting Time Range:

Analysis scope allows users to focus on a specific time range. Users can analyze or generate reports
based on data within a specific date range.

Custom Segmentation and Grouping:

OTBI enables users to perform custom segmentation and grouping in their analyses. It allows for a
more in-depth analysis by grouping or segmenting data in a specific analysis based on certain
criteria.

Analysis Parameters:
Users can specify the necessary parameters to execute specific analyses.
Parameters allow users to customize how the analysis operates and which datasets it includes.
Create Analyses Steps
Create an analysis
Select and arrange columns that you want to use in analysis.
▪ On the Classic Home page, in the Create pane, click Analysis.

▪ Use the Select Subject Area dialog to search for and select a subject area.

▪ Add the columns that you want to include in the analysis by dragging and dropping them
from the Subject Areas pane to any position within the Selected Columns pane. You can
select multiple non-contiguous columns by using the Ctrl key, selecting each column to
include, and then dragging the columns to the Selected Columns pane.
▪ To change the column order, use the crosshairs on the column to drag and drop the column
to a different position.

▪ To save a column to the catalog, in the Selected Columns pane, click Options beside the
column name, and click Save Column As.

▪ In the Save As dialog, specify the folder, name, and description for the column and
click OK.
 ▪ To remove a column, in the Selected Columns pane, click Options beside the column
name, and click Delete.

To remove all columns, click Remove all columns from criteria. Note that there is no undo
action available for this option. Instead of removing columns, you can hide the columns whose
appearance adds no value to the analysis.

▪ Click the Results tab to see the results of the analysis in a table or pivot table.
 ▪ Click Save Analysis to display the dialog to save the analysis.

▪ In the Save As dialog, select a folder, and specify a name, and optional description for the
analysis.

If you want others to be able to view the analysis, then save it in the shared folder area. If your
analysis contains other objects, then you'll be prompted to assign access permissions to those
objects.
If you don’t want anyone else but yourself to be able to view the analysis, then save it in My
Folders.

▪ Click Refresh at the bottom of the pane to double-check that the analysis is listed under the
folder in which you saved it.
▪
Set properties for columns
Specify properties such as
• heading
• value formats
• display of data
• conditional formatting.

▪ In the Selected Columns pane, click Options beside the column name, and then
select Column Properties.

▪ Specify how you want column values to be displayed.

▪ Format column headings and custom text, and add data display conditions.
▪ Specify what action you want to happen when a user clicks a column heading or value.
▪ Set default column formatting.
▪ Click OK.
Apply Formatting to Content
You can apply basic formatting to values in many types of content including columns, views, and
dashboard page sections.
▪ Specify the style characteristics of the column such as font, cell alignment, and border.

▪ Click OK.
Format Columns
you can edit properties for columns to control their appearance and layout. You can also specify
formatting to apply only if the contents of the column meet certain conditions.
For example, you can specify that value that United States in the country column displayed with a
green background.
▪ In the Selected Columns pane, click Options beside the column name, and then
select Column Properties.

▪ In the Column Properties dialog, click the Column Format tab.

▪ To hide the column in the analyses without affecting value aggregation, select
the Hide check box.
▪ To enter your own values in the Folder Heading and Column Heading fields,
select Custom Headings . You can use these fields to reference variables and format the
heading values. These values identify the column in the analysis.

▪ If you have administrator privileges and want to customize headings with HTML markup,
including JavaScript, select Custom Heading, then select Contains HTML Markup, and
then enter the HTML markup you want to apply.
 ▪ To affect the display of repeating data values for the column, select one of the Value
Suppression options.
When the same value occurs in multiple consecutive rows, you can specify to show that value
only once.

▪ To override the default display of data for the column, click the Data Format tab.
The options on the tab differ depending on the data type.

▪ To specify if column values are displayed in a certain way based on certain criteria, click the
Conditional Format tab. Conditional formats can include colors, fonts, images, and so on, for
the data and for the cell that contains the data. You can’t apply conditional formatting to the
data cell background or font color in a heat matrix.
▪ Click Add Condition, and then select a column.

▪ Select an operator such as is equal to / is in or is greater than.

▪ Specify a value for the operator by either entering a value directly (such as US) or by
selecting a value from the list.
▪ Optional: Click Add More Options to add a variable to the condition.
▪ Specify the formatting to apply when the condition is true.
▪ Click OK.
General Custom Format Strings
You can use general custom format strings to create custom time or date formats.
The table shows the general custom format strings and the results that they display. These allow the
display of date and time fields in the user's locale.
For example, conver from dd/MM/yy to dd/MM/yyyy
General Format String Result

[FMT:dateShort] Formats the date in the locale's short date format. You can also
type [FMT:date].

[FMT:dateLong] Formats the date in the locale's long date format.

[FMT:dateInput] Formats the date in a format acceptable for input back into the
system.

[FMT:time] Formats the time in the locale's time format.

[FMT:timeHourMin] Formats the time in the locale's time format but omits the seconds.

[FMT:timeInput] Formats the time in a format acceptable for input back into the
system.

[FMT:timeInputHourMin] Formats the time in a format acceptable for input back into the
system, but omits the seconds.

[FMT:timeStampShort] Equivalent to typing [FMT:dateShort] [FMT:time]. Formats the

date in the locale's short date format and the time in the locale's
time format. You can also type [FMT:timeStamp].

[FMT:timeStampLong] Equivalent to typing [FMT:dateLong] [FMT:time]. Formats the

date in the locale's long date format and the time in the locale's
time format.

[FMT:timeStampInput] Equivalent to [FMT:dateInput] [FMT:timeInput]. Formats the

date and the time in a format acceptable for input back into the
system.

[FMT:timeHour] Formats the hour field only in the locale's format, such as 8 PM.
General Format String Result

YY or yy Displays the last two digits of the year, for example 11 for 2011.

YYY or yyy Displays the last three digits of the year, for example, 011 for
2011.

YYYY or yyyy Displays the four-digit year, for example, 2011.

M Displays the numeric month, for example, 2 for February.

MM Displays the numeric month, padded to the left with zero for
single-digit months, for example, 02 for February.

MMM Displays the abbreviated name of the month in the user's locale,
for example, Feb.

MMMM Displays the full name of the month in the user's locale, for
example, February.

D or d Displays the day of the month, for example, 1.

DD or dd Displays the day of the month, padded to the left with zero for
single-digit days, for example, 01.

DDD or ddd Displays the abbreviated name of the day of the week in the user's
locale, for example, Thu for Thursday.

DDDD or dddd Displays the full name of the day of the week in the user's locale,
for example, Thursday.

DDDDD or ddddd Displays the first letter of the name of the day of the week in the
user's locale, for example, T for Thursday.
General Format String Result

r Displays the day of year, for example, 1.

rr Displays the day of year, padded to the left with zero for single-
digit day of year, for example, 01.

rrr Displays the day of year, padded to the left with zero for single-
digit day of year, for example, 001.

w Displays the week of year, for example, 1.

ww Displays the week of year, padded to the left with zero for single-
digit weeks, for example, 01.

q Displays the quarter of year, for example, 4.

h Displays the hour in 12-hour time, for example 2.

H Displays the hour in 24-hour time, for example, 23.

hh Displays the hour in 12-hour time, padded to the left with zero
for single-digit hours, for example, 01.

HH Displays the hour in 24-hour time, padded to the left with zero
for single digit hours, for example, 23.

m Displays the minute, for example, 7.

mm Displays the minute, padded to the left with zero for single-digit
minutes, for example, 07.

s Displays the second, for example, 2.

General Format String Result

You can also include decimals in the string, such as s.# or s.00
(where # means an optional digit, and 0 means a required digit).

ss Displays the second, padded to the left with zero for single-digit
seconds, for example, 02.
You can also include decimals in the string, such as ss.# or ss.00
(where # means an optional digit, and 0 means a required digit).

S Displays the millisecond, for example, 2.

SS Displays the millisecond, padded to the left with zero for single-
digit milliseconds, for example, 02.

SSS Displays the millisecond, padded to the left with zero for single-
digit milliseconds, for example, 002.

tt Displays the abbreviation for ante meridiem or post meridiem in

the user's locale, for example, pm.

gg Displays the era in the user's locale.

Make Your Analyses Dynamic
You can specify what you want to happen when a user clicks a column heading or value in an
analysis. For example, you could specify that when a user clicks the Product column value, it drills
down into the data that was summed to create the column value.
Add Interactivity to Analyses
You can make views more interactive by adding interactions that are available to users who left-
click in a view or right-click to display a popup menu.
For example, you might specify the default primary interaction (the left-click action) for a
geographical region column as Drill. This enables users to drill down to sub-regions.
For hierarchical data, the default left-click interaction is to drill down to detail in the data. You can
add right-click options that display a web page or link to a view.
▪ In the Selected Columns pane, click Options beside the column name, and then
select Column Properties.
▪ In the Column Properties dialog, click the Interaction tab.

You can specify interactions for the column heading and data values.
▪ Click Primary Interaction next to Column Heading or Value and select the behavior
you want. For example, select None to disable the action or select Drill to display more
detail.
o Use None to disable all interactions on the column.
o Use Drill to display a deeper level of detailed content if the data is hierarchical. If no
hierarchy is configured for the column, then drilling isn’t enabled.
o Use Action Links to opens a web page or navigates to supporting BI content.
o Use Send Master-Detail Events to connect views so that one view drives changes
in one or more other views.
o Click OK.
You can specify the interactions that are available at runtime when you right-click a dashboard
column or data cell. Here’s an example of the available interactions when you right-click a product
name in the Products column. This column is in a Top Product Performers Based on Revenue
table.

Of the selections shown, you can set Drill, Create Group,

and Create Calculated Item.

Make Interactions Available

When you add interactions to analyses, you then make those interactions available to others in
popup menus.
▪ Open the analysis for editing.
▪ Click either the Criteria tab or the Results tab.
▪ Click Edit Analysis Properties on the toolbar.

▪ Click the Interactions tab.

▪ Select the interactions that you want to make available for that analysis.
▪ Click OK.
Set Default Formats for Your System
If you have the appropriate privileges, then you can save the formatting of a column as default
formatting. When you set a system-wide default, it can provide users with a more consistent
experience and save them time when working with analyses.
▪ In the Selected Columns pane, click Options beside the column name, and then
select Column Properties.
▪ In the Column Properties dialog, specify how you want columns to be formatted by default.
▪ Click Save as Default.
▪ Click OK.
Work with the data in the analysis*
Add formulas and calculated measures to the analysis.
You can fine-tune the columns in an analysis by editing the formulas of columns or editing
calculated measures.
Edit the Formula for a Column
https://www.youtube.com/watch?v=_RGEFAL4VSk

You can edit the formulas for attribute columns and measure columns when you specify the criteria
for an analysis. This editing affects the column only in the context of the analysis and doesn’t
modify the formula of the original column in the subject area.

A column formula specifies what the column values represent. In its most basic form, such as
"Revenue Metrics"."Revenue", a column takes the data from the data source as is. You can edit the
formula to add functions, conditional expressions, and so on. This editing enables you to present
analysis results in a variety of ways. For example, you can edit the formula of a Revenue column to
display values after a 10% increase in revenue. You can do this by writing a formula that multiplies
the Revenue column by 1.1.
▪ In the Selected Columns pane, click Options beside the column name, and then select Edit
Formula.

▪ On the Column Formula tab of the Edit Column Formula dialog, enter a formula in the
Column Formula pane.
By default, the name of the column on the Selected Columns pane is displayed in the Column
Formula pane.
• Use the operator and character buttons on the bottom of the Column Formula pane to
help build the formula.
• Use the f(...) button to display the Insert Function dialog that enables you to include a
function in the column formula. For example, you can build a formula based on a
SQL function, such as RANK("Sales Measures"."Dollars").
For more information about Expression Editor Reference.
https://docs.oracle.com/en/cloud/saas/otbi/otbi-user/expression-editor-reference.html

• Use the Filter... button to display the Insert Filter dialog that enables you to include a
filter expression in the column formula. Start the filter expression with at least one
measure column. Include a Boolean expression that contains no measure columns or
nested queries.
For example, you can build a formula that uses the SQL FILTER function to filter the data, such as
FILTER("Sales Measures"."Dollars" USING ("Markets"."Region" = 'EASTERN REGION').
• Reference a column name in the formula using the form Folder-
Name.Column.Name. If either the folder name or the column name includes non-
alphanumeric characters (such as spaces or underscores), then enclose each name in
double quotes. You can enclose the names in double quotes even if they have all
alphanumeric characters.
• Use single quotes to include literals or constants that have a data type of string. For
example, you can include constants such as ‘John Doe’ or ‘Best Selling Product’ in a
formula.
▪ Click OK. On the Results tab, the column displays its values with the formula applied.
Affect the values of data in the analysis
Specify filters, selection steps, groups, and calculated items for the analysis.
Create a filter
Limit the results that are displayed when an analysis runs.
Create Inline and Named Filters
In most cases, you create and include a filter "inline" for use in only one analysis. You can also create
a named filter to reuse the filter across all analyses and dashboards. Unless you want to reuse the
filter, create an inline filter.
For example, as a sales consultant, you can analyze revenue for only those brands for which you’re
responsible.
Create an inline filter from the Selected Columns pane on the Criteria tab
▪ On the Selected Columns pane of the Criteria tab, click Options beside the column name
and select Filter.

Create an inline filter from the Filters pane on the Criteria tab
▪ On the Filters pane of the Criteria tab, click Create a filter for the current Subject Area.
▪ Select a column name from the menu.
Create a named filter from the Home page
▪ From the Home page, in the Create pane, click More under Analysis and Interactive
Reporting, then click Filter.
▪ In the Select Subject Area dialog, select the data source that you want to filter. The New
Filters dialog is displayed.

Specify Values for Filters

You can specify the values for a filter that displays in an analysis only those values in which you’re
interested.
For example, in the Brand Revenue analysis, a filter can limit the analysis results to only the first
quarter values in three years. As a result, you can discover how revenue performed year-to-year in
these quarters.
▪ In the New Filter dialog, select the appropriate operator such as is equal to / is in.
 ▪ Select values from the list or click the Search icon to find more values from which to select.

▪ Optional: Select Protect Filter to prevent prompts from overwriting the filter.
▪ Optional: Select Convert this Filter to SQL.
▪ Click OK.

Combine and Group Filters

You can combine and group multiple inline filters to create complex filters without using SQL
statements.
You group or combine filters to establish the precedence in which data in an analysis is filtered.
When you add two or more inline filters to an analysis or named filters, by default, the inline filters
are combined using the AND Boolean operator.
The AND operator indicates that the criteria specified in all the inline filters must be met to
determine the results when an analysis is run.
You use the OR Boolean operator to indicate that the criteria specified in at least one of the filters
must be met to determine the results of the analysis. The OR operator helps you to create a group
of multiple filters using alternate criteria.
▪ Open for editing a named filter or an analysis that contains inline filters.
▪ On the Filters pane of the Criteria tab, confirm that the analysis contains two or more inline
filters. Alternatively, on the Saved Filter pane, confirm that the named filter contains two or
more inline filters.
▪ On the Saved Filter pane or in the Filters pane of the Criteria tab, notice how the inline
filters are combined using AND or OR operators.
▪ Click the word AND before an inline filter to change an AND operator to an OR operator.
You can toggle between the AND and OR operator in this way.
▪ Change the AND and OR operators for other inline filters to create the required filter
combinations. Alternatively, create more inline filters and change
the AND and OR operators.
▪ Click Save Analysis or Save Filter to save the filter combinations.

Edit a filter
Change the operator and values in a filter.
You can edit an inline filter when you need to make changes to it. When you edit and save a
named filter, the changes that you make to the filter propagate to wherever the filter is used.
For example, you can edit the filter for the Quarter column to include data for the "2010 Q1"
quarter. This data is propagated to every analysis where the filter is applied.
▪ Display the Edit Filter dialog.
For example, on the Saved Filter pane or in the Filters pane of the Criteria tab, hover the cursor
over the filter, then click Edit Filter.

In the Edit Filter dialog, change the selection for any of the options that are described in the
following table:

Option Description

Operator Select an operator to apply to the values that are specified in

the Value field. The Operator list is populated based on the
function that you’re performing (such as creating a filter or
creating a dashboard prompt). It’s also populated based on the
type of column that you selected.
For example, you can choose is greater than to use only
values greater than the value that you select in the Value list. If
you select 100,000 from the Value list, then the filter uses
values from the column that are greater than 100,000. You can
Option Description

use this information in an analysis to focus on products that are

performing best.

Value Specify a value or values from the list that contains members of
the column that you select. You can also enter the value into
the field manually or search.
For example, suppose that you want to edit a filter that you
have created for the Products column of an analysis.
The Value field contains a list of products from the column.
Depending on the operator that you chose, you can select one
or more products to include in the analysis.

Protect Filter Select this option to prevent prompts from overwriting the
filter.

Convert this Filter Select this option to convert the filter to a SQL WHERE
to SQL clause that you can edit manually. After you convert a filter to
SQL code, you can no longer view and edit the filter in the
Edit Filter dialog.

▪ Click OK.
Save a filter
Save filters in the catalog or with the analysis.
When you create an inline filter in the Filters pane, you can optionally save the inline filter as a
named filter. When you save an inline filter as a named filter, other people on your team can use
this filter in a new analysis. You can also create a named filter as a standalone object from the global
header.
To save a named filter, simply click Save As on the toolbar, specify folder in the catalog, and
click OK.
To save an inline filter as a named filter, do the following:
▪ On the Filters pane on the Criteria tab, click More options and select Save Filters.

▪ Specify a folder
 ▪ Click OK.

View Data in Different Ways

Add a view
Add views to an analysis to visualize data in different ways.
By default when you create an analysis, you see either a table or pivot table view, depending on the
columns that you selected. You can add other views to the analysis that let you visualize the data in
different ways.
For example, you can analyze trends for your Sales Forecast analysis by creating a new view and
selecting Recommended Visualization and the Analyzing Trends option.

▪ On the Results tab, click New View , and select a view type.
▪ To format the container for the views in the analysis, click Format Container.

▪ Complete the fields in the Format Container dialog to specify options such as alignment,
colors, and borders.
▪ Click OK.

▪ Click Save Analysis.

Edit a view
Use the editor that is available for each type of view to edit that view.
Each type of view has its own editor. The editors include both common functionality across views
and view-specific functionality.
The following procedure provides general information on editing views.
▪ To edit the view, click Edit View.

▪ In the view editor (such as the Graph editor) make the appropriate edits, such as showing the
legend.

▪ Click Done.
▪ Save the view. Click Save Analysis or Save As in the toolbar of the Results tab.
Remove a view
Delete a view from a compound layout or from an analysis.
You can remove a view from a compound layout or analysis.
For example, you might find that the trellis view isn’t the best way to show the results of the Brand
Revenue analysis. You can remove that trellis view.
• To remove a view from a compound layout, click Remove View from Compound
Layout on the view's toolbar. Removing a view from a compound layout doesn’t remove it
from the analysis.

• To remove a view from an analysis, select the view, then click Remove View from
Analysis in the Views pane on the Results tab. Removing a view from an analysis removes
it from the analysis and any compound layout to which it was added.
Save a view
Save a view by saving the analysis.
You can save a view that you’re working with at any time.
To save a view, you must save the new or existing analysis. For example, you can create a Brand
Revenue analysis, edit its table view, and decide to save it for the first time.
Click Save Analysis or Save As in the toolbar of the Results tab of the analysis editor.

Print a view
You can print views using HTML or Adobe PDF (Portable Document Format).
▪ Print one or more views.
1. To print a single view, click Print this analysis on the toolbar of the view's editor.

2. To print a group of views that displayed in the Compound Layout, click Print this
analysis on the toolbar of the Results tab.
 ▪ Select Printable HTML or Printable PDF.

1. For HTML, a new browser window displays the view or views to print.
From the File menu of the new browser window, select Print.

2. For PDF, an Adobe Acrobat window displays the view or views to print.
Select the options in the window to save or print the file.
Build Dashboards
Create multiple analyses
Build analyses on which you can create views that you display on a dashboard.
Create a dashboard
Create a dashboard to display data from analysis.
▪ On the Home page, in the Create pane, click Dashboard.

▪ In the New Dashboard dialog, enter a short name and description for the dashboard.

▪ Under Location, select where to save the dashboard. Where you save a dashboard
determines whether the dashboard is private to you or shared with others.
1. To save for your personal use and private to you, save the dashboard in /MyFolders.
 2. To share with others, save the dashboard in /Shared Folders.

To share a dashboard with others and to list the dashboard in the Dashboard menu in the global
header, save the dashboard in the /shared/first level subfolder.

If you specify a shared folder in which no dashboards have been saved, then a new Dashboards sub-
folder is created automatically in the folder.

For example, if you select a folder named /Shared Folders/Company/Sales in which no dashboards
have been saved, a new Dashboards folder is created. The Location entry changes
to /shared/Sales/Dashboards. (A new Dashboards folder isn’t automatically created if you choose a
folder at any other level.)
▪ Specify that you want to add content to the new dashboard now.
▪ Click OK.

The new dashboard, which contains one blank page, is displayed in the Dashboard builder for
editing.
Add pages to a dashboard
Optionally add one or more pages to the dashboard to display the data in various ways.
You can add new pages to organize content of a dashboard.
For example, you can first add a new dashboard page that contains regional sales data in a table and
in a bar graph. Then, you can add another that contains links to various competitors' web sites.
▪ Open the dashboard for editing.

▪ On the toolbar of the Dashboard builder, click Add Dashboard Page and select the Add
Dashboard Page menu option.

Add Subpages to Dashboards

You can add a new subpage to a dashboard to display additional information.
Adding subpages allows a second level of information to be presented to users. For example, you
can first add a new dashboard page that contains regional sales data in a table and in a bar graph.
Then, you can add a subpage that contains links to various competitors' web sites.
▪ On the toolbar of the Dashboard builder, click Add Dashboard Page and select the Add
Subpage menu option.
Add content to a dashboard page
Add content to dashboard pages to display items such as views and prompts.
You can add dashboard objects (any of the objects from the Dashboard objects pane) to dashboard
pages. You can also add objects that you have saved in the catalog.
For example, you can add content to the newly created Sales Performance dashboard to track your
team's progress. To do so, you can add a Brand Revenue analysis from the catalog.
▪ Navigate to the page to which you want to add content.

▪ In the Dashboard Builder, select the objects to analyze in the Dashboard Objects pane or the
Catalog pane and drag and drop them to the Page Layout area.
1. Use Column to add a column to align content on a dashboard. You can create as
many columns on a dashboard page as you need. You can place columns horizontally
or vertically.
2. Use Section to add sections within columns to hold the content for the page, such as
action links and analyses. You can include as many sections as you need for a column.
3. Use Publisher Report to add one or more reports to make them available to other
users. You can use a report to add configured analyses to a dashboard page. You can
add a report as embedded content for display on the dashboard page or as a link to
open the report in Oracle Analytics Publisher. If you modify in Oracle Analytics
Publisher a report you added to a dashboard page and save your changes, then you
must refresh the dashboard page to see those modifications.
▪ Set the properties of each object, as appropriate by clicking Properties.
▪ Click Save.
Understand How Dashboard Pages and Publisher Reports Interact
You can run, view, and interact with a Publisher report on a dashboard page.
When you add a Publisher report to a dashboard page, the report includes a toolbar that provides
these options:
• Analyze the data in the report.
• Select the layout template of the report.
• Change the output format of the report.
• Export the report.
• Send the report to an available destination such as a printer, fax, email, or FTP.
• Schedule the report.
When you configure an agent for a dashboard page that contains a Publisher report, be aware of
these criteria:
• The output format of the Publisher report must be PDF.
• The agent must be set to deliver content in PDF format.
You can print a dashboard page or a briefing book that contains a Publisher report in certain
formats.
If you want to print a dashboard page that contains a Publisher report or to include the page in a
briefing book, then you must keep the following points in mind:
• If you print the briefing book as PDF and if the output format of the Publisher report is PDF,
then the Publisher report is printed after the other objects on the page. If you print a
dashboard page that contains a Publisher report as PDF, but the dashboard page isn’t part of a
briefing book, then the Publisher report isn’t printed.
• If you print the dashboard page or briefing book as MHTML, then the Publisher report isn’t
printed.

For more details

https://www.youtube.com/watch?v=UTgaSqIpuVg
Configure the Style and Behavior of Dashboards and Pages
Use dashboard properties to configure style and behavior of dashboards and pages.
For example, you might specify whether your team members can export, refresh, or print pages in
a dashboard.
▪ To specify the dashboard style and behavior, click Tools and select Dashboard Properties.

In the Dashboard Properties dialog, make the property changes that you want.
For example:

1. Use Style to select from a list of available

dashboard styles if you want to change
dashboard properties, such as logo, branding, page color, and link color.
Administrators create styles and make them available to dashboard builders and users.
If you want to use a style that isn’t listed, ask your administrator to create a new style
for you then start a new browser session and try again.
 2. Use Dashboard Report Links
to specify which report links (Analyze, Edit, Refresh, Print, Export, Add to Briefing
Book, and Copy) to include with analyses at the dashboard level. You can set these
links at the dashboard page level and the analysis level, which overrides the links that
you set at the dashboard level.

3. Use Contains HTML Markup if you have administrator privileges to format content
with valid HTML markup, including JavaScript.
4. Use Hidden Page to show the page heading of a hidden page when you navigate to
it.
▪ To specify how a dashboard handles incoming navigation parameters, click Tools and
select Advanced Page Properties.
Incoming navigation parameters control the behavior of Oracle Analytics content shared to external
portals or applications. For example, navigation parameters might direct users to a particular page in
a dashboard, and format the content for PDF output. In the Advanced Page Properties dialog, you
use the Incoming Navigation Options to specify whether navigation parameters are applied to
all pages in the dashboard or just the landing page.
You can configure the behavior of these navigation links:

1. Prompted URL - These links direct users to a specific dashboard page and can
include formatting parameters. For example, a Prompted URL might go straight to a
particular page, and format the content for PDF output.
2. Go URL - These links include parameters to control how content looks and behaves.
For example, a Go URL might include a username and password, and a command to
refresh the results on a page.
3. "Navigate to BI Content" Actions - These links use the Action Framework to
direct users to specific areas of content.
▪ For each type of navigation link, select the scope of the navigation parameters.
1. Click Dashboard to apply the navigation parameters to all pages in the dashboard.
For example, if a prompted URL link formats the content for PDF output (using
&Action=Print), then you format all pages in the dashboard for output to PDF.
2. Click Page to to apply the navigation parameters to the landing page only. For
example, if a prompted URL link formats the content for PDF output (using
&Action=Print), then you format just the landing page for output to PDF.
▪ Click OK, and then Save.
Change the Properties of Objects Added to Dashboard Pages
You can change the properties of objects that have been added to a dashboard page.
For example, you can change the column properties of the Brand Revenue analysis to specify the
heading display in 14-point bold Helvetica font.
▪ Navigate to the page that contains the object.

▪ Hover the mouse pointer over the object in the Page Layout area to display the object's
toolbar and click Properties.

Depending on the object type, you’ll either display a menu of editing options or a properties dialog.

▪ Make the property changes that you want.

For example, for a dashboard section, you might select Rename to change the default section
name, or for a dashboard web link you might change the caption or target URL.
▪ Save your changes.
Delete Objects on Dashboard Pages, Subpages
If you add an object that you later decide that you don’t want, then you can delete it.
▪ Navigate to the page that contains the object to delete.
▪ Hover the mouse pointer over the object in the Page Layout area to display the object's
toolbar and click Delete.

Delete Dashboard Pages

You can delete the current dashboard page, or one or more dashboard pages.
You can delete one or more dashboard pages:
▪ Click Tools and select Dashboard Properties.
▪ For each page to delete:
1. In the Dashboard Pages area of the dialog, select the page.

2. On the Dashboard Pages toolbar, click Delete.

3.

4. Confirm the deletion.

▪ Click OK.
Add Prompts to Dashboard Pages
You can add a prompt to a dashboard or dashboard page.
▪ Open the dashboard for editing.
▪ In the Dashboard builder's Catalog pane, locate and drag and drop an object such as an analysis
onto a section in the dashboard page.
▪ Add a new or pre-created prompt:
1. To add a new prompt, click New, then Dashboard Prompt, and follow the on-
screen instructions.

2. To add a pre-created prompt, in the Dashboard builder's Catalog pane, locate and drag
and drop the dashboard prompt onto a section in the dashboard page.
The dashboard prompt is added to the dashboard page.
▪ To specify whether to include the prompt's Apply and Reset buttons on the dashboard page,
in the toolbar of the Dashboard builder, click Tools. Then select Prompts Buttons on
Current Page and either Apply Buttons or Reset Buttons.

▪ Click Save in the dashboard toolbar.

▪ To preview the dashboard page, click Preview in the dashboard toolbar.
Recall personal settings for dashboards
Create customizations that enable you to view pages in their current state or with your favorite
choices already selected.
Save and Restore Dashboard State
You can save personalized settings that you make for a dashboard page and later apply these settings
to any dashboard.
As you work with dashboard pages, you frequently make the following types of settings:
• Filters
• Prompts
• Column sorts
• Drills in analyses
• Section expansion and collapse
If you save the settings as a customization, you don’t have to make these choices manually each
time you access the dashboard page.

Save Customizations of Dashboard Pages

You can save customization for use by you or by others who have author, but not a consumer, role.
You can also specify whether the customization is to be the default customization for a dashboard
page, for you or for others.
For example, you can save a customization of the Sales Performance dashboard. The customization
enables sales managers with permission to see a customized view of the Brand Revenue analysis.
▪ Open the dashboard.
▪ Navigate to the page on which you want to save a customization.
▪ Make your personalized settings.
▪ Click Page Options and select Save Current Customization.
▪ Enter a descriptive name for the customization and specify for whom the customization is to
be saved.
▪ Click OK.
Apply Saved Customizations
You can apply customizations that you have saved for your own personal use. You can also apply
customizations that have been saved by someone else for your use.
For example, you can apply a shared Sales Team customization that was created for customized
viewing of a Brand Revenue analysis by members of the sales team.
1. Open the dashboard.
2. Navigate to the page that contains the customization to apply.
3. Click Page Options and select Apply Saved Customization.
Your personal saved customizations are shown, followed by shared saved customizations.
4. Click a saved customization in the list to apply it to the dashboard page.
Edit Saved Customizations
You can rename and delete customizations and change which customization to use as your default.
For example, you can change your default customization to one that you just saved for the Sales
Performance dashboard.
1. Open the dashboard.
2. Navigate to the page that contains the customization to edit.
3. Click Page Options and select Edit Saved Customizations.
4. Rename or delete customizations or change the default customization, as appropriate.
5. Click OK.
Clear the Current Customization
You can clear the current customization if you decide that the choices for items such as filters,
prompts, column sorts, drills in analyses, and section expansion and collapse aren’t what you want.
For example, you can clear a customization that collapses the display of the Brand Revenue
analysis.
To clear the current customization, click Page Options and select Clear My Customization.
The current customization is cleared.

Run the dashboard

Try out the completed dashboard. Click Run.
Export Content from Analyses and Dashboards
You can export content from analyses and dashboards.
Export the Results of Analyses
You can export analyses results to various formats, including data and formatting in Microsoft
Office Excel, Adobe PDF, and CSV formats, and various data-only formats (that is, with no
formatting).
For example, you can export a Stock Control analysis, so that one of your suppliers can see the
results in Microsoft Excel.
▪ To export data and formatting, click Export this analysis then Formatted, and choose an
output format.
▪ To export just data, click Export this analysis then Data, and choose an output format.

Export Dashboards and Dashboard Pages

You can export an entire dashboard or a single dashboard page to Microsoft Excel 2007+. When
you export dashboard content to Microsoft Excel, the state of the dashboard (such as prompts or
drills) won’t change.
For example, you can export the dashboard page that contains the Brand Revenue analysis. This
enables brand managers to review this data in Microsoft Excel.
▪ Open the dashboard or dashboard page that you want to export.
▪ On the Dashboard page toolbar, click Page Options, select Export to Excel, and select
either Export Current Page or Export Entire Dashboard.
If you export an entire dashboard:
1. Each page is included on its own sheet in an Excel workbook.
2. Each sheet is given the name of its corresponding dashboard page.
 ▪ Use the File Download dialog to open or save the dashboard or dashboard page as a
spreadsheet file.
Tips for Exporting
Here are some tips on exporting data from analyses, dashboards, and dashboard pages.
• By default, the Value Suppression option in the Column Properties dialog:Column
Format tab determines if the cells in tables or pivot tables that span rows and cells that span
columns are repeated when exporting to Excel (rather than always repeated). Don’t suppress
values when exporting to Excel if those who use the Excel spreadsheets want to manipulate
the data.
• If Value Suppression is set to Suppress, then cells that span rows and cells that span
columns aren’t repeated. For example, in a table that has Year and Month values, Year
is displayed only once for Month values. This value suppression is useful if you want to
simply view data in Excel spreadsheets.
• If Value Suppression is set to Repeat, then cells that span rows and cells that span
columns are repeated. For example, in a table that has Year and Month values, Year is
repeated for all Month values.
• In PDF format, rows are split across page breaks rather than kept together.
• Action links aren’t included in exported formats.
• When exporting to Excel, numbers and dates are exported in raw format with full number
precision and format mask, rather than as a string in the data format specified.
• When exporting analysis results to formatted Excel spreadsheets, you can choose whether to
export full precision values or export abbreviated values that display in a performance tile. In
the Performance Tile Properties dialog, select the Abbreviate Values option, which
determines the level of abbreviation used in the performance tile, that is, thousands, millions,
and so on. To export abbreviated values to Excel, select the Abbreviate in formatted
Excel option.
• While you can export directly to an Excel format, you might notice better performance
during the export of large numbers of rows if you export first to CSV, and then import that
file into Excel.
For more information
https://www.youtube.com/watch?v=DuOkkhK7u-Q