Mastering dashboard and reporting guide

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Mastering dashboard and reporting guide

  1. 1. Mastering OBIEE11g Dashboard and Report Building Hands-on Guide BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to-end Mastering OBIEE Dashboard and Report Building Hans-on Guide. The document briefs you practical approach to create Dashboard, Analysis, Filters, Maps, KPI, scorecard, Gauge, functions, formulas, master detailed table, report formatting and Prompts. The document assists OBIEE11g learners to explore the various features. The document simplifies OBIEE11g. In the first part of tutorial it is shown creation of Brand Analysis Dashboard. The subsequent release of the case study will cover many new advanced features of Dashboard building. Join our professional training program to learn from the experts.History: Version Description Change Author Publish Date 0.1 Initial Draft Kuldeep Mishra 1st Jul 2012 0.1 1st Review Amit Sharma 5th Jul 2012www.hyperionguru.com www.bisptrainings.com 1
  2. 2. Purpose This tutorial covers steps to create OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts,functions, formulas, master detailed table, report formatting and Pivots. Finally it shows how to integratethem into a single unit.Time to CompleteApproximately 120 min.Overview  OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e Chart ,  Tabular, Pivots, Filters, Gauge, Maps, Scorecard etc.  Dashboard: Single user interface to show the complete company stats in common windows.  Analysis — Business Users makes adhoc queries to satisfy various business questions by simply drag and drop the objects.  Filters/Dashboard Prompts— Enable users to filter the records. It could be based on user inputs.  Pivot: Cross Tabular layout of the information.  Chart: Graphical view of the business data.  Gauge: An alternate way to display info where we need to project data Actual Vs Target.Software and Hardware RequirementsThe following is a list of software requirements:  Oracle Database 11g  OBIEE11g 11.1.1.5www.hyperionguru.com www.bisptrainings.com 2
  3. 3. Table of Contents 1) Dashboard Prompt “Select Metric and Buckets” 4 2) Pie Chart “Office Organization Unit” 23 3) Bar Chart “Metrics Distribution by Customers” 36 4) Bar Chart “Metrics Distribution by Orders” 77 5) Creating Dashboard “Distribution Metrics” 118www.hyperionguru.com www.bisptrainings.com 3
  4. 4. Dashboard:- Below is the complete Distribution Metrics Dashboard. We’ll see step by step how to createDashboard and Report.Step 1):- Creating a new dashboard prompt.i)To create a dashboard prompt, login into Analytics and go to right pane ClickNew and selectdashboard prompt and select a Subject Area.ii) After selecting subject area, Dashboard Prompt window will display. Here we have preview, add , openprompt for catalog , insert page break ,edit , delete options.www.hyperionguru.com www.bisptrainings.com 4
  5. 5. Now, Click the button to add a new prompt ,We have three choices.Column Prompt :- Obtain list of values from a Subject Area column.Variable Prompt :- Provide a custom list of values to populate a variable.Image Prompt :- Allow the user to select values using an HTMLiii)Click the button and Select Column Prompt.www.hyperionguru.com www.bisptrainings.com 5
  6. 6. a) After selected Column Prompt option , Select Column window will display. Choose column fromsubject area Sample Sales within Select Column window .ClickOk.www.hyperionguru.com www.bisptrainings.com 6
  7. 7. b) After chose the column and Click Ok then the New Prompt window will display.b.i)Click on Edit Formula option and replace column formula from "Base Facts"."1-Revenue" to A.ClickOk.www.hyperionguru.com www.bisptrainings.com 7
  8. 8. Here we see the Prompt For Column and specify the following properties.b.ii)LabelSet # of Bucketsb.iii)Operatoris equal to / is inb.iv)User Input  Text Fieldb.v)Default selection Specific Value10b.vi)Text Field WidthDynamicb.vii)Set a Variable Presentation Variable Bins.ClickOk.c) After click ok , we see the prompt in prompt label and In display pane we see the view of prompt.Click the button and Select Column Prompt.www.hyperionguru.com www.bisptrainings.com 8
  9. 9. iv)After Click the button and SelectColumn Prompt.a)Select Column window will display. Choose column from subject area Sample Sales within SelectColumn window .www.hyperionguru.com www.bisptrainings.com 9
  10. 10. ClickOk.b) After chose the column and Click Ok , then the New Prompt window will display.b.i) Click on Edit Formula option and replace column formula from "Base Facts"."1-Revenue" to Cq.ClickOk.Here we see the Prompt For Column and specify the following properties.www.hyperionguru.com www.bisptrainings.com 10
  11. 11. b.ii)LabelSelect Slider Valueb.iii)Operatoris equal to / is inb.iv)User Input  Radio Buttonb.v)Default selection Specific Column Value and ClickAfter Click the Select Values window will display, Here we click on Edit option.www.hyperionguru.com www.bisptrainings.com 11
  12. 12. After click on Edit option the Edit window will display. Here we write the values which we want.ClickOk.After ClickOk we see the selected value in the Selected Pane within Select Value window.ClickOk.After ClickOk, we see the selected values within Specific Column Values and specify the remainingproperties.b.vi) Default selection Specific Value"Products"."P3 LOB".b.vii) Radio Button Width Dynamicb.viii) Set a variablePresentation VariableDim02.www.hyperionguru.com www.bisptrainings.com 12
  13. 13. ClickOk.c) After click ok , we see the prompt in prompt label and In display pane we see the view of prompt.Click the button and Select Column Prompt.www.hyperionguru.com www.bisptrainings.com 13
  14. 14. v)After Click the button and SelectColumn Prompt.www.hyperionguru.com www.bisptrainings.com 14
  15. 15. a)Select Column window will display. Choose column from subject area Sample Sales within SelectColumn window.ClickOk.b) After chose the column and Click Ok then the New Prompt window willdisplay.www.hyperionguru.com www.bisptrainings.com 15
  16. 16. b.i) Click on Edit Formula option and replace column formula from "Base Facts"."1-Revenue" to B.ClickOk.Here we see the Prompt For Column and specify the following properties.www.hyperionguru.com www.bisptrainings.com 16
  17. 17. b.ii) Label Select Metricb.iii) Operator is equal to / is inb.iv) User Input  Radio Buttonb.v) Default selection Specific Column Value and ClickAfter Click the Select Values window will display, Here we click on Edit option.www.hyperionguru.com www.bisptrainings.com 17
  18. 18. After click on Edit option the Edit window will display. Here we write the values which we want.ClickOk.After ClickOk we see the selected value in the Selected Pane within Select Value window.www.hyperionguru.com www.bisptrainings.com 18
  19. 19. After ClickOk, we see the selected values within Specific Column Values and specify the remainingproperties.b.vi) Radio Button Values Specific Column Values.b.vii) Default selection Specific Value"Base Facts"."1-Revenue".b.viii) Radio Button WidthDynamicb.viii) Set a variablePresentation VariableMet01.www.hyperionguru.com www.bisptrainings.com 19
  20. 20. ClickOk.c) After click ok , we see the prompt in prompt label and In display pane we see the view of prompt.Here we see that the label are placed on the side of prompt.www.hyperionguru.com www.bisptrainings.com 20
  21. 21. vi) Now Click Edit in display.a)After Click on Edit option. The Edit Page settings window will display.www.hyperionguru.com www.bisptrainings.com 21
  22. 22. b)Click Format option , the Edit Format window will display and set the properties like Size10 ,Indent(Left Padding) 0 , Indent(Right Padding) 0 ,Top Padding 0 , Bottom Padding 0.www.hyperionguru.com www.bisptrainings.com 22
  23. 23. ClickOk.c) In Edit Page Settings window we set the property Prompt DisplayPlace label above prompt .ClickOk.www.hyperionguru.com www.bisptrainings.com 23
  24. 24. d) After ClickOk , we see the label place above prompt.e) Click on Save button , the Save as window will display. Here we save the prompts as PCol-Distribution A.ClickOk.Step 2):- Now, we create the first report called as Selected Dimensions of 2.10 Descriptive Stats (Distr .II) dashboard.www.hyperionguru.com www.bisptrainings.com 24
  25. 25. i)Click on NewAnalysis then chose subject area from Select Subject Area.ii)After Select a Subject Area then the below window will open , Select tables column from left sideSubject Area pane within Criteria. Here we can double click on tables column or drag and drop tablescolumns from Subject Area pane to Selected Columns pane as below.iii) In Office(D3 Organization)Edit Formula.a)Edit Column Formula window will display.www.hyperionguru.com www.bisptrainings.com 25
  26. 26. In Edit Column Formula , Here we change Folder Heading from Offices to Selected Dimension ,Column Heading from D3 Organization to @{Dim02}{"Offices"."D3 Organization"} , CheckCustomHeadings , Aggregation Rule(Total Rows)Default (None) , Change Column Formula from "Offices"."D3Organization" to @{Dim02}{"Offices"."D3 Organization"}.ClickOk.b) In Selected Dimension (@{Dim02}{"Offices"."D3 Organization"})Column Properties.www.hyperionguru.com www.bisptrainings.com 26
  27. 27. Column Properties window will display . In Column Properties , Here we Select Interaction tab and InInteraction tab goto ValuePrimary InteractionSend Master Detail Events (from drop down list).Write in Specify channelMD1.ClickOk.iv) In Base Facts(1-Revenue)Edit Formula.www.hyperionguru.com www.bisptrainings.com 27
  28. 28. a)Edit Column Formula window will display.In Edit Column Formula , Here Column Heading1-Revenue , Aggregation Rule(TotalRow)Default(Sum).ClickOk.www.hyperionguru.com www.bisptrainings.com 28
  29. 29. v) In Base Facts(1-Revenue)Edit Formula.a)Edit Column Formula window will display.In Edit Column Formula , Here Column Heading1-Revenue , Aggregation Rule(TotalRow)Default(Sum).www.hyperionguru.com www.bisptrainings.com 29
  30. 30. vi)After set all properties we see the tables column as below.vii)ClickResult tab and see result.viii)ClickNew View and SelectGraphPie.www.hyperionguru.com www.bisptrainings.com 30
  31. 31. ix)After SelectGraphPie. The chart will display then Click Edit Viewx)After Click Edit View the edit view window will display and set its properties like ,InMeasure1-Revenue , Pies and SlicesPiesMeasure Labels ,Slice@{Dim02}{"Offices"."D3Organization"} and CheckShow In Legend.www.hyperionguru.com www.bisptrainings.com 31
  32. 32. a) Now Click Graph Properties, the Graph Property window will display , In General Tab CanvasWidth350 , Canvas Height150 , Legend LocationDefault(Right) , CheckAnimate graph on displayClickOk.b)Now in Style tab. StyleSolid Fill.www.hyperionguru.com www.bisptrainings.com 32
  33. 33. ClickOk.c)Now go to Titles and Labels and set its properties like Data Labels.c.i) After Click on Data Labels , the Format label window will display and set its properties likeShow Data LabelsAlways , DisplayDefault(Value only) , ValueDefault(Percentage of total).www.hyperionguru.com www.bisptrainings.com 33
  34. 34. ClickOk.c.ii)Go to Font Format and set its all Property like Size9.ClickOk.c.iii) After ClickOk , we see the below image.www.hyperionguru.com www.bisptrainings.com 34
  35. 35. ClickOk.xi)After set all the properties ClickDone.After ClickDone , we see the result.www.hyperionguru.com www.bisptrainings.com 35
  36. 36. xii)We delete table and we see the result.Now click on Save button , the Save as window will display. Here we save the report as SelectedDimension .www.hyperionguru.com www.bisptrainings.com 36
  37. 37. ClickOk.Step 3):- Now, we create the second report called as Metrics Distribution by Customers of 2.10Descriptive Stats (Distr . II) dashboard.i)Click on NewAnalysis then chose subject area from Select Subject Area pane.Here , Subject AreaSample Sales..ii) Select tables column from left side Subject Area pane within Criteria.iii) In Office(D3 Organization)Edit Formula.www.hyperionguru.com www.bisptrainings.com 37
  38. 38. a)Edit Column Formula window will display.In Edit Column Formula , Here we change Folder Heading from Offices to Selected Dimension ,Column Heading from D3 Organization to @{Dim02}{"Offices"."D3 Organization"} , CheckCustomHeadings , Aggregation Rule(Total Rows)Default (None) , Change Column Formula from "Offices"."D3Organization" to @{Dim02}{"Offices"."D3 Organization"}.ClickOk.www.hyperionguru.com www.bisptrainings.com 38
  39. 39. iv) In Base Facts(Revenue)Edit Formula.a)Edit Column Formula window will display.In Edit Column Formula , Here we change Folder Heading from Base Facts to Answers Calculation ,Column Heading from 1-Revenue to Metrics Buckets , CheckCustom Headings , AggregationRule(Total Rows)Default (None) , Change Column Formula from "Base Facts"."1-Revenue" to@{Met01}{"Base Facts"."1-Revenue"} and also we use functions in Column formula. ClickFunction.www.hyperionguru.com www.bisptrainings.com 39
  40. 40. After ClickFunction , the function window will display. Functions which we used in columnformula are :-a)CastSyntax CAST(expr AS type)Where expr is any expression . type is any datatype.Description Changes the data type of a value or a null value to another data type.b)MinSyntax MIN(expr)Where expr is any expression that evaluates to a numerical value.Description Calculates the minimum value (lowest numeric value) of the rows satisfying the numericexpression argument.c)Maxwww.hyperionguru.com www.bisptrainings.com 40
  41. 41. Syntax MAX(expr)Where expr is any expression that evaluates to a numerical value.Description Calculates the maximum value (highest numeric value) of the rows satisfying the numericexpression argument.d)FloorSyntax FLOOR(expr)Where expr is any expression that evaluates to a numerical value.Description Rounds a non integer numerical expression to the next lowest integer.After using all these functions the column formula will beClickOk.v) In Answers Calculation(Metrics Buckets) Column Properties.www.hyperionguru.com www.bisptrainings.com 41
  42. 42. vi)After Click on column properties ,the column properties window will display ,Here we select thedata format tab and set its properties. CheckOverride Default Data Format ,Treat NumberAsNumber , Negative FormatMinus-123 , Decimal Places0 , UncheckUse 1000s Separator .ClickOk.vii) In Base Facts(1-Revenue)Edit Formula.a)Edit Column Formula window will display.www.hyperionguru.com www.bisptrainings.com 42
  43. 43. In Edit Column Formula , Here we change Folder Heading from Base Facts to Answers Calculation ,Column Heading from 1-Revenue to Metric % , CheckCustom Headings , Aggregation Rule(TotalRows)Sum , Change Column Formula from "Base Facts"."1-Revenue" to @{Met01}{"Base Facts"."1-Revenue"} and also we use functions in Column formula. ClickFunction.After ClickFunction , the function window will display. Functions which we used in column formulaare :-a)CastSyntax CAST(expr AS type)Where expr is any expression . type is any datatype.Description Changes the data type of a value or a null value to another data type.b)Sumwww.hyperionguru.com www.bisptrainings.com 43
  44. 44. Syntax SUM(expr)Where expr is any expression that evaluates to a numerical value.DescriptionCalculates the sum obtained by adding up all values satisfying the numeric expressionargument.After using all these functions the column formula will beClickOk.viii)In Answers Calculation(Metric %) Column Properties.www.hyperionguru.com www.bisptrainings.com 44
  45. 45. ix)After Click on column properties ,the column properties window will display ,Here we select thedata format tab and set its properties. CheckOverride Default Data Format ,Treat NumberAsPercentage , Negative FormatMinus-123 , Decimal Places0 , UncheckUse 1000s Separator.ClickOk.x) In Base Facts(1-Revenue)Edit Formula.a)Edit Column Formula window will display.www.hyperionguru.com www.bisptrainings.com 45
  46. 46. In Edit Column Formula , Here we change Folder Heading from Base Facts to Answers Calculation ,Column Heading from 1-Revenue to Metric % , CheckCustom Headings , Aggregation Rule(TotalRows)Sum , Change Column Formula from "Base Facts"."1-Revenue" to @{Met01}{"Base Facts"."1-Revenue"} and also we use functions in Column formula. ClickFunction.After ClickFunction , the function window will display. Functions which we used in column formulaare :-a)CastSyntax CAST(expr AS type)Where expr is any expression . type is any datatype.Description Changes the data type of a value or a null value to another data type.b)SumSyntax SUM(expr)Where expr is any expression that evaluates to a numerical value.www.hyperionguru.com www.bisptrainings.com 46
  47. 47. DescriptionCalculates the sum obtained by adding up all values satisfying the numeric expressionargument.After using all these functions the column formula will beClickOk.xi)In Answers Calculation(Metric %) Column Properties.www.hyperionguru.com www.bisptrainings.com 47
  48. 48. xii)After Click on column properties ,the column properties window will display ,Here we select thedata format tab and set its properties. CheckOverride Default Data Format ,Treat NumberAsPercentage , Negative FormatMinus-123 , Decimal Places1 , UncheckUse 1000s Separator.ClickOk.xiii)After set all the Properties in the below image.xiv) ClickResult tab ,then we see the result.www.hyperionguru.com www.bisptrainings.com 48
  49. 49. xvi) Click New View and SelectPivot Table.xv)After selected Pivot Table ,the pivot table view is display, then Click Edit View.www.hyperionguru.com www.bisptrainings.com 49
  50. 50. xvi) After Click Edit View. the Edit View window will display. Here we set the properties likeRowsMeasure Labels , MeasuresCustomers(C0 Customer Number), Exclude SelectedDimension(@{Dim02}{Offices.D3 Organization}) , Answers Calculation (Metrics Bucket) , Metric % ,Metric %.a)Click More options in Customers(C0 Customer Number) and SelectFormat Headings .www.hyperionguru.com www.bisptrainings.com 50
  51. 51. After SelectFormat Headings , the Edit Format window will display. Here we write Total Individuals :in caption. and width100.www.hyperionguru.com www.bisptrainings.com 51
  52. 52. ClickOk.b) Click More options in Customers(C0 Customer Number) and SelectFormat Measure Values .After SelectFormat Measure Values , the Edit Format window will display. Here we write inCaptionTotal Individuals and we SelectRight from drop down list in Horizontal Alignment.ClickOk.www.hyperionguru.com www.bisptrainings.com 52
  53. 53. c)Click More options in Customers(C0 Customer Number) and SelectShow Data AsValues .d) Click More options in Customers(C0 Customer Number) and SelectAggregation RuleCount .e)Click Row Properties.www.hyperionguru.com www.bisptrainings.com 53
  54. 54. After Click Row Properties ,Row Properties window will display. UncheckDisplay Heading.ClickOk.After set all the properties ClickDone.www.hyperionguru.com www.bisptrainings.com 54
  55. 55. After ClickDone , we see the result.xvii)Now Click New View and SelectGraphBarDefault(Vertical).After SelectGraphBarDefault(Vertical). We see the graph view in below image . Now ClickEdit View on graph.www.hyperionguru.com www.bisptrainings.com 55
  56. 56. a)After Click Edit View on graph .,the edit view graph window will display. Here we set theproperties like CheckDisplay as Slider, In Section@{Dim02}{Offices.D3 Organization} ,Measures(Bars(Vertical Axis))Metric % , Bars(Group By(Horizontal Axis)) Metrics Buckets , VaryColor By (Horizontal Axis) Measure Labels , Check Show In Legend , ExcludeC0 Customer Number ,Metric % .www.hyperionguru.com www.bisptrainings.com 56
  57. 57. b)Click Graph Property , then the graph properties window will display and we set all its relatedproperties. In General tab set properties like Canvas Width310 , Canvas Height180 , LegendLocationDefault(Right) ,CheckListen to Master Detail Events and Event ChannelMD1 , UncheckAnimate graph onDisplay.www.hyperionguru.com www.bisptrainings.com 57
  58. 58. c) Go to Style tab and its related properties . StyleRectangle from drop down list.www.hyperionguru.com www.bisptrainings.com 58
  59. 59. Click Style and Conditional Formatting. then the Style and Conditional Formatting window willdisplay ,Click Add new positionAfter Click Add new position. Click on color drop down list , the color selector window willdisplay, here we select a color.www.hyperionguru.com www.bisptrainings.com 59
  60. 60. ClickOk.After ClickOk.ClickOk.ClickOk.www.hyperionguru.com www.bisptrainings.com 60
  61. 61. c)Now go to Scale tab and set its related properties, like Axis LimitsSpecify ,Minimum0 ,Maximum40 ,Tick TypeSpecify.ClickOk.d) Now go to Titles and Labels tab and set its related properties, like UncheckGraph Title checkbox.www.hyperionguru.com www.bisptrainings.com 61
  62. 62. Click Format Title of Vertical Axis Title , Vertical Axis Title window will display ,go to FontFormat tab and set its property like Size10.ClickOk.Click Format Title of Horizontal Axis Title , Horizontal Axis Title window will display ,go to FontFormat tab and set its property like Size10.www.hyperionguru.com www.bisptrainings.com 62
  63. 63. ClickOk.Click Format Label of Vertical Axis LabelsVertical Axis label window will display ,go to Font Format tab and set its property like, Size9.www.hyperionguru.com www.bisptrainings.com 63
  64. 64. ClickOk.Now , Click Format Label of Data Labels ,Data Labels window will display ,go to Display Optionstab and select Show Data LabelsAlways .In Font Format tab set its property like Size9.www.hyperionguru.com www.bisptrainings.com 64
  65. 65. ClickOk.ClickOk.e)After set all the properties ClickDone.www.hyperionguru.com www.bisptrainings.com 65
  66. 66. xviii)After ClickDone, we see the result.xix) Now Click New View and SelectGraphBarDefault(Vertical).www.hyperionguru.com www.bisptrainings.com 66
  67. 67. xx) After SelectGraphBarDefault(Vertical). We see the graph view in below image . Now Click Edit View on graph.a)After Click Edit View on graph .,the edit view graph window will display. Here we set theproperties like CheckDisplay as Slider, In Measures(Bars(Vertical Axis))Metric % , Bars(GroupBy(Horizontal Axis)) Metrics Buckets , Vary Color By (Horizontal Axis) Measure Labels , UncheckShow In Legend , ExcludeC0 Customer Number , Metric % , @{Dim02}{Offices.D3 Organization}www.hyperionguru.com www.bisptrainings.com 67
  68. 68. b)Click Graph Property , then the graph properties window will display and we set all its relatedproperties. In General tab set properties like Canvas Width310 , Canvas Height190 , LegendLocationDefault(Right) .c) Go to Style tab and its related properties . StyleRectangle from drop down list.www.hyperionguru.com www.bisptrainings.com 68
  69. 69. Click Style and Conditional Formatting. then the Style and Conditional Formatting window willdisplay ,Click Add new positionwww.hyperionguru.com www.bisptrainings.com 69
  70. 70. ClickOk.After ClickOk.ClickOk.ClickOk.c)Now go to Scale tab and set its related properties, like Axis LimitsSpecify ,Minimum0 ,Maximum40 ,Tick TypeSpecify.www.hyperionguru.com www.bisptrainings.com 70
  71. 71. ClickOk.d) Now go to Titles and Labels tab and set its related properties, like UncheckGraph Title checkbox.www.hyperionguru.com www.bisptrainings.com 71
  72. 72. Click Format Title of Vertical Axis Title , Vertical Axis Title window will display ,go to FontFormat tab and set its property like Size10.ClickOk.Click Format Title of Horizontal Axis Title , Horizontal Axis Title window will display ,go to FontFormat tab and set its property like Size10.www.hyperionguru.com www.bisptrainings.com 72
  73. 73. ClickOk.Click Format Label of Vertical Axis LabelsVertical Axis label window will display ,go to Font Format tab and set its property like, Size9.www.hyperionguru.com www.bisptrainings.com 73
  74. 74. ClickOk.Now , Click Format Label of Data Labels ,Data Labels window will display ,go to Display Optionstab and select Show Data LabelsAlways .In Font Format tab set its property like Size9.www.hyperionguru.com www.bisptrainings.com 74
  75. 75. In Number Format tab set its property like CheckOverride Default Data Format , Treat NumberAsPercentage , Negative FormatMinus - 123 , Decimal Places0 , Uncheck Use 1000s Separator.ClickOk.www.hyperionguru.com www.bisptrainings.com 75
  76. 76. ClickOk.e)After set all the properties ClickDone.www.hyperionguru.com www.bisptrainings.com 76
  77. 77. xxi) After ClickDone, we see the result.www.hyperionguru.com www.bisptrainings.com 77
  78. 78. xxii) Now Click Save button , The Save window will display.ClickOk.After Save the report, we seewww.hyperionguru.com www.bisptrainings.com 78
  79. 79. Click Edit View in title, we see the title edit view and set its properties like CheckDisplay Saved Name, Selected TimeDisplay Date and Time. After set all the properties ClickDone.www.hyperionguru.com www.bisptrainings.com 79
  80. 80. After ClickDone.Step 4):- Now, we create the third report called as Metrics Distribution by Order of 2.10 DescriptiveStats (Distr . II) dashboard.i) Click on NewAnalysis then chose subject area from Select Subject Area pane.Here , Subject AreaSample Sales.ii) Select tables column from left side Subject Area pane within Criteria.iii) In Office(D3 Organization)Edit Formula.www.hyperionguru.com www.bisptrainings.com 80
  81. 81. a)Edit Column Formula window will display.In Edit Column Formula , Here we change Folder Heading from Offices to Selected Dimension ,Column Heading from D3 Organization to @{Dim02}{"Offices"."D3 Organization"} , CheckCustomHeadings , Aggregation Rule(Total Rows)Default (None) , Change Column Formula from "Offices"."D3Organization" to @{Dim02}{"Offices"."D3 Organization"}.ClickOk.iv) In Orders(Order Number) Column Properties.www.hyperionguru.com www.bisptrainings.com 81
  82. 82. a)After Click on column properties ,the column properties window will display ,Here we select the DataFormat tab and set its properties. CheckOverride Default Data Format ,Treat Number AsNumber ,Negative FormatMinus - 123 , Decimal Places0 , CheckUse 1000s Separator .ClickOk.v)In Base Facts(Revenue)Edit Formula.a)Edit Column Formula window will display.www.hyperionguru.com www.bisptrainings.com 82
  83. 83. In Edit Column Formula , Here we change Folder Heading from Base Facts to Answers Calculation ,Column Heading from 1-Revenue to Metrics Buckets , CheckCustom Headings , AggregationRule(Total Rows)Default (None) , Change Column Formula from "Base Facts"."1-Revenue" to@{Met01}{"Base Facts"."1-Revenue"} and also we use functions in Column formula. ClickFunction. After ClickFunction , the function window will display. Functions which we used in columnformula are :-a)CastSyntax CAST(expr AS type)Where expr is any expression . type is any datatype.Description Changes the data type of a value or a null value to another data type.b)MinSyntax MIN(expr)Where expr is any expression that evaluates to a numerical value.Description Calculates the minimum value (lowest numeric value) of the rows satisfying the numericexpression argument.www.hyperionguru.com www.bisptrainings.com 83
  84. 84. c)MaxSyntax MAX(expr)Where expr is any expression that evaluates to a numerical value.Description Calculates the maximum value (highest numeric value) of the rows satisfying the numericexpression argument.d)FloorSyntax FLOOR(expr)Where expr is any expression that evaluates to a numerical value.Description Rounds a non integer numerical expression to the next lowest integer.After using all these functions the column formula will beClickOk.www.hyperionguru.com www.bisptrainings.com 84
  85. 85. vi) In Answers Calculation(Metrics Buckets)Column Properties.a)After Click on column properties ,the column properties window will display ,Here we select the DataFormat tab and set its properties. CheckOverride Default Data Format ,Treat Number AsNumber ,Negative FormatMinus - 123 , Decimal Places0 , CheckUse 1000s Separator.ClickOk.vii)In Base Facts(Revenue)Edit Formula.www.hyperionguru.com www.bisptrainings.com 85
  86. 86. a)Edit Column Formula window will display.In Edit Column Formula , Here we change Folder Heading from Base Facts to Answers Calculation ,Column Heading from 1-Revenue to Metric % , CheckCustom Headings , Aggregation Rule(TotalRows)Sum , Change Column Formula from "Base Facts"."1-Revenue" to @{Met01}{"Base Facts"."1-Revenue"} and also we use functions in Column formula. ClickFunction.After ClickFunction , the function window will display. Functions which we used in column formulaare :-a)CastSyntax CAST(expr AS type)Where expr is any expression . type is any datatype.Description Changes the data type of a value or a null value to another data type.b)SumSyntax SUM(expr)Where expr is any expression that evaluates to a numerical value.www.hyperionguru.com www.bisptrainings.com 86
  87. 87. DescriptionCalculates the sum obtained by adding up all values satisfying the numeric expressionargument.After using all these functions the column formula will beClickOk.viii) In Answers Calculation(Metric %)Column Properties.www.hyperionguru.com www.bisptrainings.com 87
  88. 88. a)After Click on column properties ,the column properties window will display ,Here we select the DataFormat tab and set its properties. CheckOverride Default Data Format ,Treat Number AsNumber ,Negative FormatMinus - 123 , Decimal Places0 , UncheckUse 1000s Separator.ClickOk.ix) In Base Facts(1-Revenue)Edit Formula.a)Edit Column Formula window will display.www.hyperionguru.com www.bisptrainings.com 88
  89. 89. In Edit Column Formula , Here we change Folder Heading from Base Facts to Answers Calculation ,Column Heading from 1-Revenue to Metric % , CheckCustom Headings , Aggregation Rule(TotalRows)Sum , Change Column Formula from "Base Facts"."1-Revenue" to @{Met01}{"Base Facts"."1-Revenue"} and also we use functions in Column formula. ClickFunction.After ClickFunction , the function window will display. Functions which we used in column formulaare :-a)CastSyntax CAST(expr AS type)Where expr is any expression . type is any datatype.Description Changes the data type of a value or a null value to another data type.b)SumSyntax SUM(expr)Where expr is any expression that evaluates to a numerical value.DescriptionCalculates the sum obtained by adding up all values satisfying the numeric expressionargument.www.hyperionguru.com www.bisptrainings.com 89
  90. 90. After using all these functions the column formula will beClickOk.x) In Answers Calculation(Metric %)Column Propertieswww.hyperionguru.com www.bisptrainings.com 90
  91. 91. a)After Click on column properties ,the column properties window will display ,Here we select the dataformat tab and set its properties. CheckOverride Default Data Format ,Treat Number AsPercentage ,Negative FormatMinus-123 , Decimal Places1 , UncheckUse 1000s Separator.ClickOk.xi) ClickResult tab ,then we see the result.www.hyperionguru.com www.bisptrainings.com 91
  92. 92. xii) ClickNew View and SelectPivot Table.xiii) After selected Pivot Table ,the pivot table view is display, then Click Edit View.www.hyperionguru.com www.bisptrainings.com 92
  93. 93. xiv) After Click Edit View. the Edit View window will display. Here we set the properties likeRowsMeasure Labels , MeasuresOrder(Order Number), Exclude Selected Dimension(@{Dim02}{Offices.D3 Organization}) , Answers Calculation (Metrics Bucket) , Metric % , Metric %.a)Click More options in Order(Order Number) and SelectFormat Headings .www.hyperionguru.com www.bisptrainings.com 93
  94. 94. After SelectFormat Headings , the Edit Format window will display. Here we write Total Individuals :in caption. and width100.www.hyperionguru.com www.bisptrainings.com 94
  95. 95. ClickOk.b) Click More options in Orders(Order Number) and SelectFormat Measure Values .www.hyperionguru.com www.bisptrainings.com 95
  96. 96. After SelectFormat Measure Values , the Edit Format window will display. Here we write inCaptionTotal Individuals and we SelectRight from drop down list in Horizontal Alignment.ClickOk.c) Click More options in Orders(Order Number) and SelectAggregation RuleCount .www.hyperionguru.com www.bisptrainings.com 96
  97. 97. d)Click Row Properties.After Click Row Properties ,Row Properties window will display. UncheckDisplay Heading.www.hyperionguru.com www.bisptrainings.com 97
  98. 98. ClickOk.After set all the properties ClickDone.After ClickDone , we see the result.xv)Now Click New View and SelectGraphBarDefault(Vertical).www.hyperionguru.com www.bisptrainings.com 98
  99. 99. After SelectGraphBarDefault(Vertical). We see the graph view in below image . Now ClickEdit View on graph.a)After Click Edit View on graph .,the edit view graph window will display. Here we set theproperties like CheckDisplay as Slider, In Section@{Dim02}{Offices.D3 Organization} ,www.hyperionguru.com www.bisptrainings.com 99
  100. 100. Measures(Bars(Vertical Axis))Metric % , Bars(Group By(Horizontal Axis)) Metrics Buckets , VaryColor By (Horizontal Axis) Measure Labels , ExcludeOrder Number , Metric % .b)Click Graph Property , then the graph properties window will display and we set all its relatedproperties. In General tab set properties like Canvas Width310 , Canvas Height180 , LegendLocationDefault(Right) ,CheckListen to Master Detail Events and Event ChannelMD1 , UncheckAnimate graph onDisplay.www.hyperionguru.com www.bisptrainings.com 100
  101. 101. c) Go to Style tab and its related properties . StyleRectangle from drop down list.Click Style and Conditional Formatting. then the Style and Conditional Formatting window willdisplay ,Click Add new positionwww.hyperionguru.com www.bisptrainings.com 101
  102. 102. After Click Add new position. Click on color drop down list , the color selector window willdisplay, here we select a color.ClickOk.After ClickOk.www.hyperionguru.com www.bisptrainings.com 102
  103. 103. ClickOk.ClickOk.d)Now go to Scale tab and set its related properties, like Axis LimitsSpecify ,Minimum0 ,Maximum40 ,Tick TypeSpecify.ClickOk.e) Now go to Titles and Labels tab and set its related properties, like UncheckGraph Title checkbox.www.hyperionguru.com www.bisptrainings.com 103
  104. 104. Click Format Title of Vertical Axis Title , Vertical Axis Title window will display ,go to FontFormat tab and set its property like Size10.ClickOk.Click Format Title of Horizontal Axis Title , Horizontal Axis Title window will display ,go to FontFormat tab and set its property like Size10.www.hyperionguru.com www.bisptrainings.com 104
  105. 105. ClickOk.Click Format Label of Vertical Axis LabelsVertical Axis label window will display ,go to Font Format tab and set its property like, Size9.www.hyperionguru.com www.bisptrainings.com 105
  106. 106. ClickOk.Now , Click Format Label of Data Labels ,Data Labels window will display ,go to Display Optionstab and select Show Data LabelsAlways .In Font Format tab set its property like Size9.www.hyperionguru.com www.bisptrainings.com 106
  107. 107. ClickOk.ClickOk.f)After set all the properties ClickDone.www.hyperionguru.com www.bisptrainings.com 107
  108. 108. xvi)After ClickDone, we see the result.www.hyperionguru.com www.bisptrainings.com 108
  109. 109. xvii) Now Click New View and SelectGraphBarDefault(Vertical).xviii) After SelectGraphBarDefault(Vertical). We see the graph view in below image . NowClick Edit View on graph.www.hyperionguru.com www.bisptrainings.com 109
  110. 110. a)After Click Edit View on graph .,the edit view graph window will display. Here we set theproperties like CheckDisplay as Slider, In Measures(Bars(Vertical Axis))Metric % , Bars(GroupBy(Horizontal Axis)) Metrics Buckets , Vary Color By (Horizontal Axis) Measure Labels , UncheckShow In Legend , ExcludeOrder Number , Metric % , @{Dim02}{Offices.D3 Organization}www.hyperionguru.com www.bisptrainings.com 110
  111. 111. b)Click Graph Property , then the graph properties window will display and we set all its relatedproperties. In General tab set properties like Canvas Width310 , Canvas Height190 , LegendLocationDefault(Right) .c) Go to Style tab and its related properties . StyleRectangle from drop down list.www.hyperionguru.com www.bisptrainings.com 111
  112. 112. Click Style and Conditional Formatting. then the Style and Conditional Formatting window willdisplay ,Click Add new positionwww.hyperionguru.com www.bisptrainings.com 112
  113. 113. ClickOk.After ClickOk.ClickOk.ClickOk.c)Now go to Scale tab and set its related properties, like Axis LimitsSpecify ,Minimum0 ,Maximum40 ,Tick TypeSpecify.www.hyperionguru.com www.bisptrainings.com 113
  114. 114. ClickOk.d) Now go to Titles and Labels tab and set its related properties, like UncheckGraph Title checkbox.www.hyperionguru.com www.bisptrainings.com 114
  115. 115. Click Format Title of Vertical Axis Title , Vertical Axis Title window will display ,go to FontFormat tab and set its property like Size10.ClickOk.Click Format Title of Horizontal Axis Title , Horizontal Axis Title window will display ,go to FontFormat tab and set its property like Size10.www.hyperionguru.com www.bisptrainings.com 115
  116. 116. ClickOk.Click Format Label of Vertical Axis LabelsVertical Axis label window will display ,go to Font Format tab and set its property like, Size9.www.hyperionguru.com www.bisptrainings.com 116
  117. 117. ClickOk.Now , Click Format Label of Data Labels ,Data Labels window will display ,go to Display Optionstab and select Show Data LabelsAlways .In Font Format tab set its property like Size9.www.hyperionguru.com www.bisptrainings.com 117
  118. 118. In Number Format tab set its property like CheckOverride Default Data Format , Treat NumberAsPercentage , Negative FormatMinus - 123 , Decimal Places0 , Uncheck Use 1000s Separator.ClickOk.www.hyperionguru.com www.bisptrainings.com 118
  119. 119. ClickOk.e)After set all the properties ClickDone.xix) After ClickDone, we see the result.www.hyperionguru.com www.bisptrainings.com 119
  120. 120. xx) Now Click Save button , The Save window will display.ClickOk.www.hyperionguru.com www.bisptrainings.com 120
  121. 121. After Save the report, we seeClick Edit View in title, we see the title edit view and set its properties like CheckDisplay Saved Name, Selected TimeDisplay Date and Time. After set all the properties ClickDone.www.hyperionguru.com www.bisptrainings.com 121
  122. 122. After ClickDone.Step 5):- Now we create a dashboard. ClickNew and SelectDashboard or directly go to Dashboardoption in Analysis and Interactive Reporting.i) New Dashboard window will open and here we set the properties like Name2.10 DescriptiveStats ,Location/Shared Folder / 0.Overview/Dashboards ,ContentAdd content now.www.hyperionguru.com www.bisptrainings.com 122
  123. 123. ClickOk.ii)After ClickOk ,We see dashboard page ,her e in dashboard page we see dashboard objects, Catalog,Add dashboard page , Delete dashboard page, Preview ,Run , Dashboard properties.iii)Click Dashboard Properties.www.hyperionguru.com www.bisptrainings.com 123
  124. 124. iv)After ClickDashboard Properties ,the dashboard properties window will display. Here we see theproperties like Rename, Select a Prompt to capture default filters and variables , Permissions , Delete , Specifywho can save shared customization , Specify who can assign default customization .www.hyperionguru.com www.bisptrainings.com 124
  125. 125. v) Select the Page1 row and ClickRename option, After ClickRename the Rename window willdisplay ,Here we write the Name  Distr.IIClickOkwww.hyperionguru.com www.bisptrainings.com 125
  126. 126. vi)We see the dashboard page name in Pages row.ClickOkvii)After ClickOk , we see the dashboard page name in the dashboard . Here we drag Column andSection Dashboard Objects, from left side of Dashboard Objects pane and drop in to the right sidepane.www.hyperionguru.com www.bisptrainings.com 126
  127. 127. viii) Now we drag Text and Link or Image dashboard objects from left pane to the right pane insection within column and ClickProperties of Text dashboard object.After ClickProperties of Text , the text property window will display. Here we CheckContainsHTML Markup and In text box we enter text and formatting tags to include on our dashboard andwww.hyperionguru.com www.bisptrainings.com 127
  128. 128. then ClickPreview, to see the effect of text and formatting tags in below box.ClickOk.ix)Now ClickProperties of Link or Image dashboard object.After ClickProperties of Link or Image , the link or image property window will display. Here wewrite in CaptionReturn to Main Index, In Destination ClickAnalysis or Dashboard radio button thenClickBrowse.www.hyperionguru.com www.bisptrainings.com 128
  129. 129. After ClickBrowse the Select Analysis or Dashboard window will display, here we SelectMainIndex from the location:/Shared Folders/0.Overview/Dashboards/_Portal/0.1 General Index/Main Index.ClickOk.www.hyperionguru.com www.bisptrainings.com 129
  130. 130. After ClickOk we see the location of Main Index , TargetCurrent Window , Image LayoutTo theleft of caption.ClickOk.x) Click Section 2 properties and SelectRename.The rename window will display, here we write the name as Page Information(Click to collapse orexpand) and Click Edit section heading properties.www.hyperionguru.com www.bisptrainings.com 130
  131. 131. After Click Edit section heading properties ,the Section Heading Properties window will display.here we set its related properties like StyleItalic and ClickColour drop down list.After ClickColour drop down list. the colour selector window will display and here we select acolour.www.hyperionguru.com www.bisptrainings.com 131
  132. 132. ClickOk.After ClickOk.ClickOk.ClickOkwww.hyperionguru.com www.bisptrainings.com 132
  133. 133. After ClickOk ,we see the changed section name. ClickProperties of Text.xi) After ClickProperties of Text , the text property window will display. Here we CheckContainsHTML Markup and In text box we enter text and formatting tags to include on our dashboard andthen ClickPreview, to see the effect of text and formatting tags in below box.ClickOk.xii)Now , In dashboard page we drag two Columns and two Section dashboard objects from left sidedashboard objects pane and drop in to right side pane and we also drag the reports from shared folderleft side pane and drop into the right side pane.www.hyperionguru.com www.bisptrainings.com 133
  134. 134. xiii) Click Section 3 properties and SelectRename.The rename window will display, here we write the name as Page Prompts.www.hyperionguru.com www.bisptrainings.com 134
  135. 135. ClickOk.xiv) Click Section 3 properties and SelectRename.The rename window will display, here we write the name as Page Reports.ClickOk.xv) We see the changed section name.www.hyperionguru.com www.bisptrainings.com 135
  136. 136. xvi)ClickColumn Properties in Column1.After ClickColumn Properties in Column1. The Column Properties window will display , here we setthe properties like Vertical AlignmentCenter , Indent(Left Padding) 0 , Right Padding 0 , TopPadding 0, Bottom Padding 0.www.hyperionguru.com www.bisptrainings.com 136
  137. 137. ClickOk.xvii) ClickBreak Properties in Column3.www.hyperionguru.com www.bisptrainings.com 137
  138. 138. After Click Break the Break window will display and SelectColumn Break .ClickOk.xviii) ClickColumn Properties in Column3.www.hyperionguru.com www.bisptrainings.com 138
  139. 139. After ClickColumn Properties in Column1. The Column Properties window will display , here we setthe properties like Vertical AlignmentCenter , Width150 , Indent(Left Padding) 0 , Right Padding0 , Top Padding 0, Bottom Padding 0.www.hyperionguru.com www.bisptrainings.com 139
  140. 140. ClickOk.xix) ClickBreak Properties in Column4.After Click Break the Break window will display and SelectNo Break .ClickOk.xx)ClickColumn Properties in Column3.www.hyperionguru.com www.bisptrainings.com 140
  141. 141. After ClickColumn Properties in Column1. The Column Properties window will display , here we setthe properties like PositionNone , Width200 , Indent(Left Padding) 0 , Right Padding 0 , TopPadding 0, Bottom Padding 0.www.hyperionguru.com www.bisptrainings.com 141
  142. 142. ClickOk.xxi)Click Save option and then Click Run option. After Click Run we see theresultant complete Distt.II Dashboard.www.hyperionguru.com www.bisptrainings.com 142

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