OBIEE11g Hands On Guide

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BISP is committed to provide BEST learning material to the beginners and advance learners. In …

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 OBIEE Dashboard design document. The
document briefs you practical approach to create Dashboard, Analysis, Filters, Maps, KPI, scorecard
Gauge 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.

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  • 1. OBIEE11g Practical Guide for Dashboard Building “Product Profitability Dashboard” 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 OBIEE Dashboard design document. The document briefs you practical approach to create Dashboard, Analysis, Filters, Maps, KPI, scorecard Gauge 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. Purpose This tutorial covers steps to create OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts andPivots. Finally it shows how to integrate them 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. Table of Contents 1) Dashboard Prompt “Select Metric” 4 2) Dashboard Prompt “Select Language” 12 3) Dashboard Prompt “Set Source DB Table” 19 4) Creating Pivot “Custom Group” 27 5) Creating Pivot “Target Completion” 32 6) Chart “Target Completion Chart” 49 7) Bubble Chart “Revenue Demographic” 59 8) Creating Pivot “Converted Revenue” 67 9) Creating “Dashboard Annotation” 78www.hyperionguru.com www.bisptrainings.com 3
  • 4.  Creating Product Profitability DashboardRequirement #1: As a part of our learning, we are going to create the below Dashboard called “Product ProfitabilityAnalysis”. The dashboard is divided into multiple objects (Analysis, Prompts, Chart and Pivots etc). We are going tocreate below object in the specified order. This makes very easy for the learner to create the dashboard.Now we are going to create complete dashboard in step by step manner.Dashboard Prompt “Select Metric”Step 1):- Create a new dashboard prompt.To create dashboard prompt, login to Analytics and go to right pane ClickNew and select dashboard promptand select a Subject Area as given below.www.hyperionguru.com www.bisptrainings.com 4
  • 5. ii) After selecting subject area, dashboard prompt window will display. Here we have preview, add , open prompt forcatalog , insert page break ,edit , delete options.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 then choose the Subject Area column from Select Columnwindow.www.hyperionguru.com www.bisptrainings.com 5
  • 6. iv) Now the column New Prompt window will display. Here we specify the following properties.ClickEdit Formula buttonWrite ‘A’ in column formula in place of 1-Revenue.www.hyperionguru.com www.bisptrainings.com 6
  • 7. ClickOk.v)Write on Label Select Metric , Select OperatorIs equal to / is in, User InputRadio Buttons.vi) In options we are able to set various other options. In Radio Buttons ValuesSpecific Column Values fromdrop down list.www.hyperionguru.com www.bisptrainings.com 7
  • 8. vii) Click Select values , Select Values window will display.Click Edit, After click on edit .www.hyperionguru.com www.bisptrainings.com 8
  • 9. ClickOk.Selected values are shown in Select values window.ClickOk.After ClickOk.www.hyperionguru.com www.bisptrainings.com 9
  • 10. viii) Default SelectionSpecific Values from drop down list.Click Select values.After click on select value.www.hyperionguru.com www.bisptrainings.com 10
  • 11. ClickOk.After click ok, We can see selected value.ix)Select Radio Button WidthDynamic , Set a variablePresentation Variable from drop down list and write thepresentation variable name as Met01.www.hyperionguru.com www.bisptrainings.com 11
  • 12. ClickOk.x)After click ok , we see the prompt in prompt label and In display pane we see the view of prompt.Dashboard Prompt “Select Language”Step1):- Now we create another dashboard prompt.i)Click sign and select Column Prompt.www.hyperionguru.com www.bisptrainings.com 12
  • 13. ii)After that choose the Subject Area column from select column window.ClickOk.iii) Now after chose the column New Prompt window will display. Here we specify the following properties.ClickEdit Formula buttonEdit Column Formula window will display ,Write ‘En’ in column formula in place of 1-Revenue.www.hyperionguru.com www.bisptrainings.com 13
  • 14. ClickOk.iv)After click Ok, we see prompt for column ‘En’. Label Select Language, OperatorIs equal to / is in, UserInputRadio Button .vi) In options we are able to set various other options. In Radio Buttons ValuesSpecific Column Values fromdrop down list.www.hyperionguru.com www.bisptrainings.com 14
  • 15. vii)Click Select value sign, the select values window will display.Click on Edit button.viii) After click on edit button Edit window will display write the values on it.www.hyperionguru.com www.bisptrainings.com 15
  • 16. ClickOk.ix)After click okClickOk.x)Here we see the selected values on Specific column values drop down list.xi)Check-Require user input and Click Select add values on Default Selection.www.hyperionguru.com www.bisptrainings.com 16
  • 17. After click on Select values window will display ,Here we select a value .Click Ok.xii)Here we see the selected value on specific value drop down list. Select Radio button widthDynamic ,Set avariableRequest variable from dropdown list and variable namewww.hyperionguru.com www.bisptrainings.com 17
  • 18. ClickOk.xiii)After ClickOk ,In prompt window we see the created prompt and it’s view to the display window.Dashboard Prompt “Select Metric”Step1):- Now we create another dashboard prompt .i) Click sign and select Column Prompt.www.hyperionguru.com www.bisptrainings.com 18
  • 19. iii)After selected Column Prompt, Select Column window will display. then choose the Subject Area columns fromSelect Column window.ClickOk.Dashboard Prompt “Set Source DB Table”iv) Now, the column New Prompt window will display. Here we specify the following properties.ClickEdit Formula buttonEdit Column Formula window will display ,Write ‘B’ in column formula in place of 1-Revenue.www.hyperionguru.com www.bisptrainings.com 19
  • 20. ClickOk.iv) After click Ok, we see prompt for column as ‘B’. Label Set Source DB Table, OperatorIs equal to / is in, UserInputRadio Button .v)In options we are able to set various other options. In Radio Buttons ValuesSpecific Column Values fromdrop down list.www.hyperionguru.com www.bisptrainings.com 20
  • 21. vi)Click Select values , Select Values window will display.vii) Click Edit, After click on edit .www.hyperionguru.com www.bisptrainings.com 21
  • 22. ClickOk.viii) After ClickOk we see the values in selected pane.ClickOk.ix)We see the values in Specific Column values dropdown list.www.hyperionguru.com www.bisptrainings.com 22
  • 23. x)CheckRequire user input ,Default SelectionSpecific Value .www.hyperionguru.com www.bisptrainings.com 23
  • 24. Click  select value , after click on Select Values window will display.Select a value and ClickOk.xi)Here we see the specific value ,Radio Button width Dynamic , Set a variable-Request Variable and writevariable name as Dynamic_Product_Table.ClickOk.www.hyperionguru.com www.bisptrainings.com 24
  • 25. xii)After ClickOk ,In prompt window we see the created prompt and it’s view to the display window.Click on Save button.xiii)After click on Save as button, Save as window will display here we give the name of prompt and show thelocation where the prompt save.ClickOk.Dashboard Prompt “Currency”Step 1):-Now here we create another prompt called as Currency prompt.www.hyperionguru.com www.bisptrainings.com 25
  • 26. i)Go to NewDashboard Prompt and SelectSubject Area (Sample Sales as previously) then the dashboardprompt window will display.ii)Click sign and SelectCurrency Prompt.iii)After click on currency prompt the New Prompt window will display.Here we set LabelCurrency and Choice List WidthDynamicClickOk.www.hyperionguru.com www.bisptrainings.com 26
  • 27. iv)After click ok, we see the created currency prompt and also see the view of prompt in display pane.v)Now ClickSave as button ,then the Save as window will display.ClickOk.Creating Pivot “Custom Group”Step 3):- Now, we create the first report of Product Details dashboard called as Custom Group.i)Click on NewAnalysis then chose subject area from Select Subject Area.www.hyperionguru.com www.bisptrainings.com 27
  • 28. ii)Select tables column from left side Subject Area pane within Criteria.iii)In Base Facts(Revenue)Edit Formula.iv)Edit column Formula window will display.www.hyperionguru.com www.bisptrainings.com 28
  • 29. v)In Edit Column Formula we change Column Heading, CheckCustom Heading and Custom HTML Markup ,Aggregation RuleSum.www.hyperionguru.com www.bisptrainings.com 29
  • 30. ClickOk.vi)After set all properties in criteria ClickResult tab and here we see result in below image. ClickEdit View option on pivot table.vii)After click on edit view option on pivot table, the edit view window will display. Here we set propertieslike RowsProducts (Product Hierarchy),ColumnsTime(T05 Per Name Year),MeasuresBase Facts,ExcludeMeasure Labels. In columns Click summation and Select After to show grand total.After set all properties ClickDone.viii) Now , we see the result , ClickEdit View on title.www.hyperionguru.com www.bisptrainings.com 30
  • 31. ix)After click on edit view on title ,the edit view window will display. SetTitle as Custom Group, StartedTimeDisplay date and time.ClickDone.x) Now see the result .www.hyperionguru.com www.bisptrainings.com 31
  • 32. xi) Now Click on save button ,the save as window will display to save the report.ClickOk.Creating Pivot “Target Completion”Step 4):- Now, we create the second report of Product Details dashboard called asTarget Completion.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.www.hyperionguru.com www.bisptrainings.com 32
  • 33. iii)In Base Facts(Revenue)Edit Formula.iv)CheckCustom Heading ,Change Column HeadingActual, AggregationDefault(Sum),Column Formula”Base Facts”.”1-Revenue”/1000000.www.hyperionguru.com www.bisptrainings.com 33
  • 34. ClickOk.v)In Base Facts(Actual)Column Properties.vi)In column properties SelectStyle tab and set properties.vi)In column properties ClickData Format, CheckOverride Default Data Format , Custom NumericFormat#.00Mwww.hyperionguru.com www.bisptrainings.com 34
  • 35. ClickOk.vii)In Base Facts(5-Target Revenue) Edit Formulaviii)Edit Column Formula window will display, Here we CheckCustom Heading change ColumnHeadingTarget ,Aggregation RuleDefault(Sum) , Column Formula”Base Facts”.”5- Target Revenue”/1000000.www.hyperionguru.com www.bisptrainings.com 35
  • 36. ClickOk.ix)In Base Facts(Target)Column Properties.x)In Column PropertiesStyle tab set the properties.www.hyperionguru.com www.bisptrainings.com 36
  • 37. ClickOk.xi) In column properties ClickData Format, Treat Numbers AsCustom, CheckOverride Default Data Format ,Custom Numeric Format#.00Mwww.hyperionguru.com www.bisptrainings.com 37
  • 38. ClickOk.xii)In Base Facts(Revenue)Edit Formulaxiii)In Edit Column Formula, CheckCustom Heading ,Column HeadingCompletion , Aggregation ruleNone , SetColumn Formula.ClickOk .www.hyperionguru.com www.bisptrainings.com 38
  • 39. xiv)In Base Facts(Completion)Column Properties.xv)In Column PropertiesData Format tab ,CheckOverride Default Data Format ,Treat Text AsHTML fromdrop down list .ClickOk.xvi)Now, In Simple Calculation(26 Target Completion(Rev Pct)Edit Formulawww.hyperionguru.com www.bisptrainings.com 39
  • 40. xvii) In Edit Column Formula, CheckCustom Heading ,Column Heading% , Aggregation ruleDefault(Sum) andSet Column Formula.ClickOk.xviii)Now , We see the criteria as below image.xix)ClickResult.www.hyperionguru.com www.bisptrainings.com 40
  • 41. xxii)ClickNew View and SelectPivot Table.xxi)ClickEdit in Pivot Table. The pivot table edit window will display.www.hyperionguru.com www.bisptrainings.com 41
  • 42. xxii) Now we set the properties in edit window. As same in below image. In Pivot table promptsTime(T05 PerName Year) , RowsProducts(P4 Brand) and Click After, ColumnsMeasure Labels ,MeasuresBaseFacts(Actual ,Target ,Completion),Simple Calculation%..xxiii)Here we see the pivot table result after set properties ClickDone to save all properties.www.hyperionguru.com www.bisptrainings.com 42
  • 43. xxiv) Go to criteria Simple Calculation(%)Column Propertiesxxv) In Column Properties SelectConditional Format tab. ClickAdd condition.www.hyperionguru.com www.bisptrainings.com 43
  • 44. Select column from add condition .After select column from add condition. New condition window will display. Select OperatorIs greater than,Value115.ClickOk.After Click Ok. Edit Format window will display. Set Color and Background Color.www.hyperionguru.com www.bisptrainings.com 44
  • 45. ClickOkxxvi) After ClickOk, We see the first condition in conditional format tab. Once again click on add conditionand select the column on which make a condition .New condition window will display. Select OperatorIs Less than ,Value85.www.hyperionguru.com www.bisptrainings.com 45
  • 46. .ClickOk.After Click on ok. Edit Format window will display and here we set the properties color and background color.ClickOk.After ClickOk, We see the both first and second condition in conditional format tab within the columnproperties.www.hyperionguru.com www.bisptrainings.com 46
  • 47. ClickOk.xxvii)Now, ClickResult tab and see the result.xxviii)ClickEdit on Title. The title window will display ,write the title of report in title box ,SelectDisplayDate and Time from Started Time drop down list.www.hyperionguru.com www.bisptrainings.com 47
  • 48. After set properties Click.Done.xxix)Go to result and see the result.xxx)Now Click on save button ,the save as window will display to save the report.www.hyperionguru.com www.bisptrainings.com 48
  • 49. ClickOk.Chart “Target Completion Chart”Step 5):- Now, we create the Third report of Product Details dashboard called asTarget Completion Chart.i)Click on NewAnalysis then chose subject area from Select Subject Area pane.Here , Subject AreaSampleSales.Similarly, chose previous report (Target Completion) criteria.and set all properties. After set all properties ,we see the properties asClickResult and get result as show in below image.www.hyperionguru.com www.bisptrainings.com 49
  • 50. ii)ClickNew ViewGraphLineDefault.Below we see the graph view.www.hyperionguru.com www.bisptrainings.com 50
  • 51. iii) Click Edit on Graph. The edit graph window will display.iv)Measures(Lines(Vertical Axis))% , Line(Group By(Horizontal Axis))T04 Per NameHalf , Line(Vary Color By (Horizontal Axis))P4 Brand ,ExcludeT05 Per Name Year,Actual, Targetv)Here we see the graph view.www.hyperionguru.com www.bisptrainings.com 51
  • 52. vi)Click Edit graph property, Graph properties window will display ,here we select General tab. In generaltab Canvas Width450 , Canvas Height200 , Legend LocationRight .ClickOk.vii) ClickStyle tab and set its properties .www.hyperionguru.com www.bisptrainings.com 52
  • 53. ClickStyle and Conditional Formatting ,viii)ClickScale tab and set properties, Axis LimitsSpecify , Tick typeSpecify.www.hyperionguru.com www.bisptrainings.com 53
  • 54. ClickScale Markers ,Scale Markers window will display. Here we Click Customize Scale Marker, Thecustomize scale marker window will display. Scale Marker as Static Value 100.ClickColor drop down list ,Color Selector window will display ,select a colorwww.hyperionguru.com www.bisptrainings.com 54
  • 55. ClickOk.After set all properties we see scale marker window.ClickOk.ix)Now, ClickTitles and Labels and set it’s properties TitleCompletion % ,In Labels ClickVertical Axis LabelsIn Labels ClickVertical Axis Labels, SelectFont Format tab , Size10www.hyperionguru.com www.bisptrainings.com 55
  • 56. ClickNumber Format tab, CheckOverride Default Data Format and set all properties.ClickOk.Here we see the vertical axis label . ClickHorizontal Axis Label.After ClickHorizontal Axis Label and Select Font format tab , Size10.www.hyperionguru.com www.bisptrainings.com 56
  • 57. ClickOk.Here we see the Vertical and Horizontal axis labels. ClickOk.x)ClickResult tab and see the result.www.hyperionguru.com www.bisptrainings.com 57
  • 58. Now Click on save button ,the save as window will display to save the report.ClickOk.www.hyperionguru.com www.bisptrainings.com 58
  • 59. Bubble Chart “Revenue Demographic”Step 6):- Now, we create the second report of Product Details dashboard called as Revenue Demographic.i)Click on NewAnalysis then chose subject area from Select Subject Area pane .Here , Subject AreaSampleSales.ii) Select tables column from left side Subject Area pane within Criteria.iii)ClickEdit Formula in Base Facts(Revenue)iv)After click on edit formula the edit column formula window will display. CheckCustom Heading ,AggregationRuleDefault(Sum) and set the Column Formula.ClickOk.www.hyperionguru.com www.bisptrainings.com 59
  • 60. v) Now , ClickResult tab then ClickNew ViewGraphBubble.vi)After selecting bubble we see the result .vii) Click Edit View on graph. The Edit View window will display. In Bubble Graph(Measures)XY (HorizontalAxis)23 Avg # of Orders by Customer, XY (Vertical Axis)C21 Customer Age, XY (Bubble Size)1-Revenue ,Bubbles(Bubbles)C7a Marital Status(Dense Lookup) , Vary Color By C7a Marital Status(Dense Lookup),Excluded46 Avg Order Process Time.www.hyperionguru.com www.bisptrainings.com 60
  • 61. viii)Here we see the graph view ,ClickEdit graph propertiesix)After click on edit graph properties ,Graph Properties window will display, In General tab we set theproperties like Canvas Width350, Canvas Height220, Legend LocationTop from drop down list.www.hyperionguru.com www.bisptrainings.com 61
  • 62. ClickOk.x)Now, ClickStyle tab and set all properties.Click on Style and Conditional Formatting.www.hyperionguru.com www.bisptrainings.com 62
  • 63. Click to add Custom Formatted Position. ClickColor drop -down list.After click on color drop-down list.ClickOk.www.hyperionguru.com www.bisptrainings.com 63
  • 64. xi)Now, ClickScale tab and set properties Axis limitsSpecify ,Minimum20, Maximum70, Tick typeSpecify,CheckShow Major Ticks6, CheckShow Minor Ticks1.ClickVertical Axis Label ,The vertical axis labels window will display. SelectFont Format tab.www.hyperionguru.com www.bisptrainings.com 64
  • 65. ClickOk.xii)After ClickOk, we see the vertical axis label as 10px.ClickOk.xiii)ClickResult tab and see result.www.hyperionguru.com www.bisptrainings.com 65
  • 66. xiv)ClickEdit View on title. Here we set title and subtitle.After set all properties ClickDone.xv)After ClickDone ,We see the result.www.hyperionguru.com www.bisptrainings.com 66
  • 67. Now Click on save button ,the save as window will display to save the report.ClickOkCreating Pivot “Converted Revenue”Step 7):- Now, we create the second report of Product Details dashboard called as Converted Revenue.www.hyperionguru.com www.bisptrainings.com 67
  • 68. i)Click on NewAnalysis then chose subject area from Select Subject Area pane .Here , Subject AreaSampleSales.ii) Select tables column from left side Subject Area pane within Criteria.iii)ClickEdit Formula on Counts(31 # of Orders(Cnt Distinct))iv)After click on edit formula the edit column formula window will display. CheckColumn Headings and Changecolumn Heading from 31 # of Orders (Cnt Distinct) to # of Orders , Aggregation RuleDefault.ClickOk.www.hyperionguru.com www.bisptrainings.com 68
  • 69. v) ClickEdit Formula on Fx conversion(70 Average FX Rate to Pref Currency)vi)After click on edit formula the edit column formula window will display. Here we CheckCustom Headingschange Column Heading70 Average FX Rate to Pref Currency to Average FX Rate , AggregationRuleDefault(None) .ClickOk.vii) ClickColumn Properties on FX conversion (Average FX Rate).www.hyperionguru.com www.bisptrainings.com 69
  • 70. viii)The column properties window will display SelectData Format tab ,In this tab set all propertiesCheckOverride Default Data Format, Treat Number asNumber from drop down list , Negative FormatMinus-123 from drop down list ,Decimal Places3, CheckUse 1000’s Separator.ClickOk.ix)ClickEdit formula on FX conversion (120 Converted Rev (Index Col)).www.hyperionguru.com www.bisptrainings.com 70
  • 71. x) Edit Column Formula window will display CheckCustom Heading, Change Column Heading 120 ConvertedRev (Index Col), Aggregation RuleDefault(Sum).ClickOk.xi)ClickColumn Properties on FX conversion( Converted Rev)Column Propertiesxii)The Column Properties window will display , In Style tab ClickColor drop down list. Color Selector windowwill display here we chose a color.www.hyperionguru.com www.bisptrainings.com 71
  • 72. ClickOk.xiii)After chose a color we see the column properties window.www.hyperionguru.com www.bisptrainings.com 72
  • 73. xiv)Now, ClickData Format tab and set the properties , Check Override Default Data Format, Treat NumberasNumber from drop down list , Negative FormatMinus -123 from drop down list ,Decimal Places2,CheckUse 1000’s Separator.ClickOk.xv)After set all properties of columns we see the criteria. Now ,ClickResulr tab.xvi)After click on result tab, we see the result.www.hyperionguru.com www.bisptrainings.com 73
  • 74. xvii)ClickEdit View on table. The edit view window will display. Here we set the properties.xviii)Here we replace the position of Counts(# of Orders) and Orders(R3 Order Currency) with each other .www.hyperionguru.com www.bisptrainings.com 74
  • 75. xix)Click Summation in columns and Measures and SelectAfter.xx) In summation after SelectAfter option then we see grand total in table result and check sign insummation .www.hyperionguru.com www.bisptrainings.com 75
  • 76. After set all properties ClickDone to save the properties.xxi) Now we see the result.www.hyperionguru.com www.bisptrainings.com 76
  • 77. xxii)ClickEdit View on title. Write TitleConverted Revenue on title box , Started TimeDisplay date andtime.ClickDone to save the properties.’xxiii)After click done we see the result as below.xxiv) Now Click on save button ,the save as window will display to save the report.www.hyperionguru.com www.bisptrainings.com 77
  • 78. ClickOkCreating “Dashboard Annotation”Step 8):- Now, we create the second report of Product Details dashboard called as Dashboard Annotation.i)Click on NewAnalysis then chose subject area from Select Subject Area pane .Here , Subject AreaSampleSales.ii) Select tables column from left side Subject Area pane within Criteria.iii) SelectFilter from Actions Entries(Message Type)www.hyperionguru.com www.bisptrainings.com 78
  • 79. iv)The New Filter window will display .OperatorIs equal to / Is in , ValueAnnotations from drop down list.ClickOk.v)We see the filter in criteria.vi)Now , ClickResult tab to see the result.www.hyperionguru.com www.bisptrainings.com 79
  • 80. vii)ClickNew ViewOther ViewsNarrativeviii)After Select Narrative we see it in below image .ix)Now delete table and ClickEdit view on narrative.x)After click edit view on narrative .The edit view window for narrative will display.www.hyperionguru.com www.bisptrainings.com 80
  • 81. xi)Set all the properties.After set all properties and ClickDone.xii)After click on done ,Here we see the result and ClickEdit View on title.www.hyperionguru.com www.bisptrainings.com 81
  • 82. xiii)After click edit view ,the edit view window will display here we set TitleDashboard Annotation ,StartedTimeDisplay date and time.After set all properties ClickDone.xiv)Now, the result is shown as below.www.hyperionguru.com www.bisptrainings.com 82
  • 83. xv) Click Format Container on narrative. Horizontal AxisLeft .ClickOk.xvi)Now see the result.www.hyperionguru.com www.bisptrainings.com 83
  • 84. xvii) Now Click on save button ,the save as window will display to save the report.ClickOkStep 9):-Now we create a dashboard, Previously we created a dashboard called Simple Dashboard within PracticeDashboard folder. Now we create a new page in practice dashboard called as Brand Analysis.i)Go to DashboardPractice Dashboard(Simple Dashboard).www.hyperionguru.com www.bisptrainings.com 84
  • 85. ii) Click and SelectEdit Dashboard.iii)Click Add Dashboard Page. The Add Dashboard Page will display. Page NameProduct details .www.hyperionguru.com www.bisptrainings.com 85
  • 86. then ClickOk.iv) Here we see the Product Details tab. Here we also see the Dashboard Objects .v)Drag and Drop Column and Section dashboard objects from left pane to right pane.www.hyperionguru.com www.bisptrainings.com 86
  • 87. vi) Drag and Drop reports from shared folders left pane to right pane. Here we see all reports which wecreated above related to this dashboard. Here we also created on Action Link .www.hyperionguru.com www.bisptrainings.com 87
  • 88. vii)Go to dashboard Annotation and ClickEdit Analysis and SelectRename.viii)The rename window will display, here we set the name as See Dashboard Commentary, CheckUseDashboard Object name as link text.ClickOk.ix)Now ClickAction Link properties tab.x) After ClickProperties tab , Action Link properties window will display and Click on Select Action option.www.hyperionguru.com www.bisptrainings.com 88
  • 89. xi)After Click on Select Action option ,the Select Action window will display and here we select Annotate action.ClickOk.xii) After ClickOk. The Edit Parameter Mapping – Annotate window will display.ClickOkwww.hyperionguru.com www.bisptrainings.com 89
  • 90. ClickOkxiii) Now, ClickProperty tab of See dashboard Commentaries and SelectDisplay ResultsLink - In a SeparateWindow.xiv)In Target Completion ChartEdit AnalysisShow ViewGraph1.xv)In Converted Revenue(Title 1)Edit Analysis and SelectShow ViewTitle1.www.hyperionguru.com www.bisptrainings.com 90
  • 91. xvi) In Converted Revenue(Title 1)Edit Analysis and SelectShow ViewTitle 1.xvii)After set all properties Click Save button and then Click Run button.www.hyperionguru.com www.bisptrainings.com 91
  • 92. www.hyperionguru.com www.bisptrainings.com 92