Last Modified: 10/28/24

ORACLE ANALYTICS SERVER

(OAS) TRAINING
Oracle Analytics Server
(OAS) Training

Table of Contents

TABLE OF CONTENTS __________________________________________________________________ 1

INTRODUCTION ______________________________________________________________________ 2

NAVIGATION _________________________________________________________________________ 2

LOGGING-INTO OAS _____________________________________________________________________ 2

ACCESSING DASHBOARDS _________________________________________________________________ 3
NAVIGATING DASHBOARDS ________________________________________________________________ 4
ADDING FAVORITES ______________________________________________________________________ 6
RECENT DASHBOARDS ____________________________________________________________________ 6

DASHBOARDS AND ANALYSES ___________________________________________________________ 7

DASHBOARDS AND SUB-DASHBOARDS _________________________________________________________ 7

DASHBOARD PROMPTS ___________________________________________________________________ 7
APPLYING FILTERS _______________________________________________________________________ 7
RESETTING FILTERS ______________________________________________________________________ 7
SORTING _____________________________________________________________________________ 7
MOVING COLUMNS ______________________________________________________________________ 8
EXCLUDE/INCLUDE ______________________________________________________________________ 8
DRILLING DOWN DATA ____________________________________________________________________ 8
LOADING MORE ROWS/PAGINATION __________________________________________________________ 8
MOVING COLUMNS TO NEW SECTIONS _________________________________________________________ 9
MOVING COLUMNS TO TABLE PROMPTS (E.G., FILTERS) _____________________________________________ 9
REPORT LINKS_________________________________________________________________________10
EXPORT _____________________________________________________________________________10
CREATE BOOKMARKS ____________________________________________________________________11
REFRESHING RESULTS ____________________________________________________________________11

CUSTOM DASHBOARDS _______________________________________________________________ 12

SAVING CUSTOMIZATIONS ________________________________________________________________ 12

EDITING CUSTOMIZATIONS ________________________________________________________________ 13
CLEARING CUSTOMIZATION _______________________________________________________________ 13
LOGGING OUT ________________________________________________________________________14

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Oracle Analytics Server
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Introduction

Oracle Analytics Server (OAS) is a business intelligence and analytics platform that connects to
Banner and other university databases to promote informed decision-making. OAS empowers
academic and administrative units at Drexel to analyze trends, identify patterns and monitor
key performance indicators (KPIs) through interactive dashboards and enterprise reporting.

Navigation

Logging-into OAS

Note: OAS is compatible with any web browser. Drexel VPN is required when working off-
campus.

To log into OAS, visit the following URL: https://reports.dcollege.net/analytics/, then enter your
Drexel One username and password. Once logged in, you will be brought to the OAS homepage

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Accessing Dashboards

Most OAS users will analyze data via dashboards. There are two recommended ways to access
dashboards in OAS:

1. Users can view a list of dashboards they have access to by clicking the Dashboards
dropdown link via the top navigation menu. The resulting list will be aggregated by
subject area.

2. Users can also access dashboards by clicking the Catalog link, which will open a directory
of folders and dashboards they have access to.

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Navigating Dashboards

There are two main folders in OAS:

*My folders: users’ personal folders for saving

documents (e.g. analysis/dashboards/reports

Note: Access to save files to My folders varies by role

* Shared folders: a directory of shared folders listed by

topic or subject area that users have access to

Note: Folders and subject areas vary by role.

To expand or collapse a folder pane, users can click on the arrow

next to a specific folder, or they can click the show/hide folder
icon to show and hide the folder pane altogether.

To search for dashboards in the folder pane via the catalog

page, users can click on the magnifying icon on the upper
panel. This will open the search pane.

By default, the search is set to search sub folders of those in the location. Here is an
explanation of each of the items in the search pane:

Search: Users can search for full words or parts of

words. Search does not recognize the following wild
cards: ‘?’, ‘*’ or ‘_’

Exact Match: Search text with the specific word

Location: The user has three options, search the ‘My

folder’, ‘Shared folder’ or both

Type: Pictured to the right are various item types that

users have access to within the folder

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Users can change the folder/file views by clicking the change
list view type icon.

Descriptive view: Provides users a view of the objects by

document name, last modified date and time, owner, and
location path

Details view: Provides users a view of the object in a column—displaying the name,
location, type, last modified date/time and owner

List view: Provides users a single consolidated view of all objects

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Adding Favorites

Users can bookmark content from the catalog page. Favorites are displayed with a gold star.

• From the Classic Home page, click Catalog

• In the Catalog page, search for the content that you want to mark as a favorite
• In the search results for the item, click More, and then Add to Favorites

Users can verify the object/content is added as a favorite by clicking the Favorites tab. Users
can also Manage Favorites from this drop-down menu, which allows them to add, remove and
organize their favorites into categories.

Recent dashboards

To view recent dashboards, click the Dashboards tab in the menu bar.

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Dashboards and Analyses

Dashboards and sub-dashboards

Users can navigate to a subject area and dashboards from the Dashboard menu. This will bring
them to the main dashboard (e.g., Primary Advisor). Sub-dashboards are always listed below
the main dashboard.

Dashboard Prompts

Applying filters

In the Primary Advisor dashboard, the prompt/filters are listed by column.

• Click on the arrow next to the data point you want to filter
• Select the values from the list or click the Search link to find more values from which to
select
• Then click Apply to see the results in the dashboard analysis

Resetting filters

Click the Reset button under the last prompt to reset the filters.

Sorting

To sort by column, users can click the upwards and downward

triangles found in the column headings.

As a second way to sort by column, users can right-click the

column they want to sort by to see all the sorting options.

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Moving columns

To move a column in OAS, click the top section of the column until the cursor turns into a hand
icon. Then drag and drop the column to the location you would like to move it to.

Alternatively, users can select to move a column by right clicking

the top of column and choosing where they want the column to
appear –to the Right/Left, to a Prompt or to a Section.

Exclude/Include

The exclude function allows users to ‘hide’ a column from the

analysis/dashboard.

The include function allows users to add a column that was

previously hidden from an analysis/dashboard to the existing
object.

Drilling down data

Some analyses allow users to click on a link within a table to see more detailed information.
This is called drilling.

Loading more rows/pagination

In most reports, the number of rows visible are limited. To see all rows in a report, users must
click on the pagination arrow at the top or bottom of the report summary.

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Moving columns to new sections

A column can be moved to a specific section, this sorts the data by that column.

For example, the Majr Code1 column moved to the section prompt sorts the dashboard
alphabetically by the major codes.

Moving columns to table prompts (e.g., filters)

A column moved to a prompt sets the moved column as a filter in the object. Please note when
a column is moved to a prompt it only allows users to filter one value at a time.

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Report links

Print

Users can print one of two ways in OAS:

Option 1: Users can click on the Analyze link at the bottom of

the dashboard to open the analysis window; followed by clicking
on the print this analysis icon and selecting Printable PDF or
Printable HTML.

Option 2: Users can click the Print link at the bottom or top of a dashboard/analysis

Export

The Print & Export Options allow users to specify the settings for printing dashboard pages and
views.

In the image above the Print & Export Options dialog box is divided into three sections:

• Page Settings: In this section, specify the paper

size and orientation and whether to hide page
margins

• Include: In this section, select the items you

want to include in the output

• Column Options: In this section, select to wrap

text in columns and to fix column widths

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Create bookmarks

A bookmark is a URL that captures the path to a dashboard page. A bookmark can be created
in two ways:
Option 1: Users can click on the cog wheel followed by the Create Bookmark Link via the
upper right corner of the dashboard

The link is displayed in the Address Bar of the browser. If the link is a bookmark link, then users
can save it as a bookmark or copy and send it to other users.

Option 2: Users can access the Create Bookmark Link by drilling down to the summary of a
report.

Refreshing results

The Refresh link allows users to update the data in a report/analysis. This can be accessed by
clicking on the link at the lower left corner of a report/analysis.

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Custom Dashboards

Saving customizations

This allows users to personalize a dashboard view and save it based on filter prompts/tab,
moved column views, exclude/include column views etc.

• Navigate to the desired page to save the customization

• Set the filter prompts to customize the data

For example, show data for Coll Code = ‘A’ and major code
=’DSMR’ for the Academic Yr=’2023’ and Term Code
=’202315’

• Go to the cog wheel

• Select Save Current Customization, the below dialog box

will appear

• Enter the name and indicate whether to share the customization with other users by
selecting Others

• To make sure the customization is saved, click on the cog wheel again, select Apply
Saved Customization, select the customization to apply

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Editing customizations

This allows users to rename and delete customizations and change which customization to use
by default.

• Open the dashboard

• Navigate to the page that contains the customization
to edit
• Click the cog wheel and select Edit Saved
Customization
• The Edit Saved Customization dialog box opens.
In this example, the test1 customization is renamed
Custom2
• Click OK to save the setting

To delete an existing customization, select the customization name and click on the icon.
Then click OK to save the setting.

Clearing Customization

This allows users to clear current customization if they decide

the choices for items such as filters, prompts, column sorts,
drills in analyses, and section expansion and collapse are not
what they want.

• Open the dashboard

• Navigate to the page that contains the
customization you want to edit
• Click the cog wheel and select
Clear My Customization

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Logging Out
To logout of the OAS, click on the profile icon in the upper right corner and select Sign
Out.

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