3. Contents
Preface ............................................................................................................................................................ xxvii
Audience.................................................................................................................................................. xxvii
Documentation Accessibility ................................................................................................................ xxvii
Related Documents ................................................................................................................................ xxvii
Conventions ........................................................................................................................................... xxviii
New Features for Oracle Business Intelligence Users ...................................................... xxix
New Features for Oracle BI EE 11g Release 1 (11.1.1.5) .....................................................................
New Features for Oracle BI EE 11g Release 1 (11.1.1.3) .....................................................................
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1 Introducing Oracle Business Intelligence Enterprise Edition
Introduction to Oracle BI Enterprise Edition...................................................................................... 1-1
Where Do I Store and Manage Oracle BI EE Objects?...................................................................... 1-3
Signing In to Oracle BI Enterprise Edition ......................................................................................... 1-4
Signing Out of Oracle BI Enterprise Edition...................................................................................... 1-5
Navigating Oracle BI Enterprise Edition............................................................................................. 1-5
What Is the Oracle BI EE Home Page? ................................................................................................. 1-6
What Is the Oracle BI EE Global Header? ........................................................................................... 1-6
Where Can I Get Help or More Information?..................................................................................... 1-8
About Acting for Other Users................................................................................................................ 1-9
Acting for Other Users ............................................................................................................................ 1-9
Setting Preferences................................................................................................................................ 1-10
How Does Oracle BI EE Interact with Other Products?................................................................. 1-10
Integration of Oracle BI EE with Oracle BI Publisher................................................................ 1-10
Integration of Oracle BI EE with Oracle Enterprise Performance Management System...... 1-11
Interaction of Oracle BI EE with Oracle BI Applications .......................................................... 1-11
Integration with Microsoft Office ................................................................................................. 1-12
Topics of Interest in Other Guides..................................................................................................... 1-12
System Requirements and Certification........................................................................................... 1-13
2 Creating Analyses
What Are Analyses? .................................................................................................................................
How Are Analyses Processed?.........................................................................................................
Embedding an Analysis in a Dashboard ........................................................................................
What Are Subject Areas and Columns?...............................................................................................
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4. What Are the Types of Columns?.................................................................................................... 2-3
How Are Columns Indicated Visually?.......................................................................................... 2-4
How Will Measure Columns Created in Previous Releases Be Upgraded?.............................. 2-4
Understanding the Double Column Feature ...................................................................................... 2-5
What Is the Analysis Editor?.................................................................................................................. 2-5
Managing Panes in the Analysis Editor Tabs ................................................................................ 2-6
What Is the Process for Constructing Analyses?................................................................................ 2-7
Creating New Analyses........................................................................................................................... 2-7
Specifying the Criteria for Analyses .................................................................................................... 2-7
Editing the Formula for a Column .................................................................................................. 2-9
Combining Columns Using Set Operations ................................................................................ 2-10
Guidelines for Selecting Columns to Combine ................................................................... 2-10
Difference Between Combining Columns Using Set Operations and Adding
Columns from Related Subject Areas ................................................................................... 2-11
Example: Combining Columns from One Subject Area..................................................... 2-12
Combining Columns from One or More Subject Areas ..................................................... 2-12
Viewing Metadata Information from the Subject Areas Pane.................................................. 2-14
Displaying the Results of Analyses................................................................................................... 2-15
Creating Additional Compound Layouts ................................................................................... 2-15
Alerting Users to No Data in the Results of Analyses ............................................................... 2-16
Adding Prompts to Analyses .............................................................................................................. 2-16
Examining the Logical SQL Statements for Analyses.................................................................... 2-16
Integrating an Analysis with Microsoft Excel's Internet Query Feature................................. 2-18
Saving Analyses..................................................................................................................................... 2-19
Creating Agents from Analyses.......................................................................................................... 2-20
Editing Analyses.................................................................................................................................... 2-21
Editing Upgraded Analyses that Contain "Advanced SQL" .................................................... 2-21
About Embedding an Analysis in a Dashboard.............................................................................. 2-21
Working with Direct Database Requests.......................................................................................... 2-21
Setting Privileges for Direct Requests .......................................................................................... 2-22
Executing a Direct Database Request........................................................................................... 2-22
Seeing the Results of Direct Database Requests ......................................................................... 2-22
Using Variables ...................................................................................................................................... 2-22
What Are Session Variables? ......................................................................................................... 2-23
What Are Repository Variables?................................................................................................... 2-23
What Are Presentation Variables? ................................................................................................ 2-23
What Are Request Variables?........................................................................................................ 2-24
Where Can I Reference Variables?..................................................................................................... 2-24
What Is the Syntax for Referencing Variables? ............................................................................... 2-25
What Predefined Presentation Variables Are Available? .............................................................. 2-27
Example of Referencing a Variable in a Title View ........................................................................ 2-29
3 Adding Views for Display in Dashboards
What are Views? .......................................................................................................................................
Related Topics.....................................................................................................................................
What Types of Views Are Available? ...................................................................................................
What Types of Graphs Are Available? ...........................................................................................
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5. What Types of Funnel Graphs Are Available? .............................................................................. 3-5
What Types of Gauges Are Available? ........................................................................................... 3-5
How Has the Behavior of Charts Created in Previous Releases Changed?.................................. 3-6
Adding Views to the Results of Analyses ........................................................................................... 3-7
Editing Views ............................................................................................................................................ 3-7
Editing Table and Pivot Table Views .............................................................................................. 3-8
Applying Formatting to Tables and Pivot Tables ............................................................... 3-10
Editing Graph Views ...................................................................................................................... 3-11
Formatting the Visual Appearance of Graphs..................................................................... 3-12
Graph Formatting Based on Position............................................................................. 3-12
Graph Formatting Based on Columns ........................................................................... 3-12
Rules for Applying Conditional Formats in Graphs ................................................... 3-14
Graph Exceptions for Conditional Formatting on Columns ...................................... 3-14
Editing Gauge Views ...................................................................................................................... 3-14
Editing Map Views ......................................................................................................................... 3-15
What are the Functions of Map Views?................................................................................ 3-17
What Terms are used with Map Views ................................................................................ 3-17
What are the Components of Map Views?........................................................................... 3-17
What Are Layers?..................................................................................................................... 3-19
Creating Map Views ................................................................................................................ 3-20
How Do Formats Affect Layers? ........................................................................................... 3-21
When Are Formats Visible?............................................................................................. 3-21
Where Can Formats Be Applied? ................................................................................... 3-22
Applying Formats to Layers................................................................................................... 3-22
Editing Map Views and Displaying Map Views on Dashboard Pages ........................... 3-22
Editing Narrative Views ................................................................................................................ 3-23
Editing Column Selector Views .................................................................................................... 3-23
Editing View Selector Views ......................................................................................................... 3-24
Editing Legend Views .................................................................................................................... 3-25
Modifying the Layout of Data in Views ...................................................................................... 3-25
Understanding Drop Targets ................................................................................................. 3-26
Columns in the Excluded Drop Target.......................................................................... 3-27
Aggregation and the Excluded Drop Target ................................................................ 3-28
Drop Target Restrictions and Guidelines...................................................................... 3-28
Adding and Rearranging Columns in Views ...................................................................... 3-29
Setting Properties for View Bodies and Drop Targets........................................................ 3-29
Adding Totals to Tables and Pivot Tables .................................................................... 3-30
How Will Report-Based Totals Created in Previous Releases Be Upgraded?......... 3-30
Displaying Running Sums and Relative Values for Measure Columns in Pivot
Tables ......................................................................................................................................... 3-30
Displaying Running Sums for Measure Columns in Pivot Tables............................ 3-30
Displaying Relative Values for Measure Columns in Pivot Tables........................... 3-31
Defining Section Sliders in Graphs and Gauges ................................................................. 3-32
Modifying Values and Performing Write Back ............................................................................... 3-33
About Modifying Values and Various Types of Users.............................................................. 3-33
Process for Write Back .................................................................................................................... 3-33
Adding the Write-Back Capability to a Column ........................................................................ 3-34
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6. Adding the Write-Back Capability to a Table View...................................................................
About the Modes for Write Back in Views ..................................................................................
Interactions in Views ............................................................................................................................
How Will Interactions Created in Views in Previous Releases Be Upgraded?......................
Drilling in Views...................................................................................................................................
In Which Columns Can I Drill?.....................................................................................................
How Do I Configure for Drilling? ................................................................................................
What are the Effects of Drilling on Filters and Selection Steps? ..............................................
Related Topics..................................................................................................................................
Sorting Data in Views...........................................................................................................................
Common Sort Functionality ..........................................................................................................
Where Can I Sort? ...........................................................................................................................
Sorting Data .....................................................................................................................................
Clearing Sorts...................................................................................................................................
Example 1: Sorting with a Single Column on Each Edge..........................................................
Example 2: Sorting with Two Columns on the Row Edge........................................................
Example 3: Sorting with Two Measures on the Column Edge.................................................
How Will Sort Specifications Created in Previous Releases Be Upgraded?...........................
Saving Views..........................................................................................................................................
Rearranging Views................................................................................................................................
Printing Views .......................................................................................................................................
Changing Print Options for Views ....................................................................................................
Previewing How Views Are Displayed on a Dashboard ..............................................................
Removing Views....................................................................................................................................
Refreshing the Results in Views ........................................................................................................
Customizing Views for Delivery to Agent Users............................................................................
What is Master-Detail Linking of Views? ........................................................................................
What Are Master Views? ...............................................................................................................
What Types of Columns Can Be Master Columns..............................................................
What Information Do Master-Detail Events Pass? .............................................................
What Are Channels?................................................................................................................
What Are Detail Views? .................................................................................................................
How Does Master-Detail Linking of Views Work?....................................................................
Linking Views in Master-Detail Relationships...............................................................................
Defining the Master View ..............................................................................................................
Defining the Detail View................................................................................................................
Example of a Table and Graph Linked in a Master-Detail Relationship ................................
About the Regional Sales Master View.................................................................................
About the Regional Sales Detail View ..................................................................................
How the Master-Detail Linking Works for Regional Sales Master View and
Regional Sales Detail View .....................................................................................................
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4 Building and Using Dashboards
What Are Dashboards?............................................................................................................................
Who Creates and Edits Dashboards?....................................................................................................
What Is the Dashboard Builder? ...........................................................................................................
What Controls the Look of a Dashboard? ...........................................................................................
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7. Creating Dashboards ............................................................................................................................... 4-3
Editing Dashboards ................................................................................................................................. 4-4
Adding New Pages to Dashboards ................................................................................................. 4-5
Adding Content to Dashboards ....................................................................................................... 4-5
Dragging and Dropping Objects to the Page Layout Area in the Dashboard Builder ..... 4-6
Adding Oracle BI Publisher Reports to Dashboard Pages .............................................................. 4-6
How Do Oracle BI Publisher Reports and Dashboard Pages Interact?...................................... 4-7
About Oracle BI Publisher and Dashboard Pages ................................................................. 4-7
Interacting with Reports on Dashboard Pages................................................................ 4-7
Selecting a BI Publisher Report for a Dashboard Page .................................................. 4-7
About Briefing Books and Printing BI Publisher Reports ............................................. 4-8
About Adding Reports to Dashboard Pages .......................................................................... 4-8
Adding Reports to Dashboard Pages .............................................................................................. 4-8
Using Prompts with Parameterized Reports ................................................................................. 4-9
Changing the Properties of a Dashboard and its Pages.................................................................... 4-9
Changing the Properties of Objects Added to Dashboard Pages ................................................ 4-10
Deleting Objects on Dashboard Pages.............................................................................................. 4-10
Deleting Dashboard Pages .................................................................................................................. 4-11
Deleting The Current Dashboard Page........................................................................................ 4-11
Deleting One or More Dashboard Pages ..................................................................................... 4-11
Saving Dashboards By Other Names and In Other Locations..................................................... 4-11
Opening and Using Dashboards........................................................................................................ 4-12
What Are Saved Customizations for Dashboard Pages?............................................................... 4-13
Example Scenarios for Creating and Using Saved Customizations ........................................ 4-13
Scenario 1: Saved Customizations Created by a Group for Use by Others..................... 4-13
Scenario 2: Saved Customizations Created for Use by an Individual User .................... 4-14
Saving Customizations......................................................................................................................... 4-14
Applying Saved Customizations........................................................................................................ 4-15
Editing Saved Customizations............................................................................................................ 4-15
Clearing Your Current Customization .............................................................................................. 4-15
About Dashboard Template Pages for New Users.......................................................................... 4-16
How Dashboard Template Pages Work ...................................................................................... 4-16
Where Oracle BI EE Searches for Dashboard Template Pages................................................. 4-16
How Users Can Work with Dashboard Template Pages .......................................................... 4-16
Creating Dashboard Template Pages for New Users ..................................................................... 4-17
Publishing Dashboard Pages .............................................................................................................. 4-17
About Creating Links to Dashboard Pages ...................................................................................... 4-18
What Are Bookmark Links? .......................................................................................................... 4-18
What Are Prompted Links? ........................................................................................................... 4-19
What Is the Syntax for a Prompted Link? ............................................................................ 4-19
Creating Links to Dashboard Pages .................................................................................................. 4-19
Working with Briefing Books ............................................................................................................. 4-20
What Are Briefing Books?.............................................................................................................. 4-20
About the Table of Contents in a PDF Version of a Briefing Book .................................. 4-21
Adding Content to New or Existing Briefing Books.................................................................. 4-21
Editing Briefing Books.................................................................................................................... 4-22
Downloading Briefing Books ........................................................................................................ 4-23
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8. Adding a List of Briefing Books to a Dashboard Page .............................................................. 4-23
Using Agents to Deliver Briefing Books ...................................................................................... 4-24
5 Filtering and Selecting Data for Analyses
Saving Objects as Inline or Named ...................................................................................................... 5-1
What are Inline or Named Objects?................................................................................................. 5-1
What is the Folder Structure for Named Objects?......................................................................... 5-2
Saving Filters as Inline or Named.................................................................................................... 5-2
Saving Groups and Calculated Items as Inline or Named........................................................... 5-2
What are Filters and Selection Steps? .................................................................................................. 5-3
How Do Filters and Selection Steps Differ? ................................................................................... 5-3
Applying Filters to Attribute Columns to Affect Hierarchical Columns .................................. 5-3
Working with Selections of Data .......................................................................................................... 5-4
Creating Selection Steps .................................................................................................................... 5-5
Editing Selection Steps ...................................................................................................................... 5-5
Saving Selection Steps as a Group Object....................................................................................... 5-5
Working with Selection Steps and Double Columns.................................................................... 5-5
Creating or Editing Column Filters ..................................................................................................... 5-5
Working with the EVALUATE_PREDICATE Function..................................................................... 5-7
How Can I Use the EVALUATE_PREDICATE Function with a Filter? .................................... 5-8
Adding the EVALUATE_PREDICATE Function to an Inline Filter .......................................... 5-8
Applying a Named Filter to an Analysis ............................................................................................. 5-8
Combining and Grouping Column Filters.......................................................................................... 5-9
Using a Saved Analysis as a Filter ..................................................................................................... 5-10
Creating and Editing the SQL Statements for a Column Filter in an Analysis ........................ 5-10
Working with Groups and Calculated Items ................................................................................... 5-11
What are Groups? ........................................................................................................................... 5-11
What are Calculated Items? ........................................................................................................... 5-12
How Will Calculated Items Created in Previous Releases Be Upgraded? ...................... 5-12
Creating Groups and Calculated Items ....................................................................................... 5-12
Editing Groups and Calculated Items.......................................................................................... 5-13
Adding a Group to Another Analysis.......................................................................................... 5-13
Nesting Groups and Calculated Items......................................................................................... 5-14
Examples of Calculated Items ....................................................................................................... 5-14
6 Prompting in Dashboards and Analyses
What Are Inline and Dashboard Prompts? ......................................................................................... 6-1
What are Column Prompts? ................................................................................................................... 6-2
Other Prompt Types ................................................................................................................................. 6-2
What Types of User Input Options Can I Use With a Column or Variable Prompt? .................. 6-3
How Will Prompts Created in Previous Versions Be Upgraded? ................................................... 6-7
Can Dashboard Prompts and Analysis Prompts Interact? ............................................................... 6-7
In What Order Does Oracle BI EE Apply Prompts with Default Values? .................................... 6-8
Creating or Editing a Column Prompt ................................................................................................. 6-9
Overriding a Selection Step With a Column Prompt ..................................................................... 6-11
Creating or Editing an Image Prompt .............................................................................................. 6-12
Creating or Editing a Currency Prompt ............................................................................................ 6-14
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9. Creating or Editing a Variable Prompt.............................................................................................. 6-15
Adding a Dashboard Prompt to a Dashboard or Dashboard Page.............................................. 6-17
Adding a Hidden Dashboard Prompt to a Dashboard or Dashboard Page............................... 6-17
7 Formatting Analyses, Views, and Dashboard Pages
What Can be Formatted? ......................................................................................................................... 7-1
Applying Formatting to Columns in Analyses.............................................................................. 7-1
Applying Formatting to Views ........................................................................................................ 7-1
Applying Formatting to Dashboard Pages..................................................................................... 7-2
Formatting Columns in Analyses.......................................................................................................... 7-2
What Kinds of Formatting Can I Apply?........................................................................................ 7-2
Applying Formatting to a Column.................................................................................................. 7-3
Saving Formatting Defaults.............................................................................................................. 7-3
What is Cosmetic Formatting? ............................................................................................................... 7-4
Using a Saved Analysis to Modify the Cosmetic Appearance of Other Analyses ................... 7-4
Where is the Import Formatting Button? ................................................................................ 7-4
Which View Types Support Imported Formatting? .............................................................. 7-4
How is Imported Formatting Applied?................................................................................... 7-5
Applying Formatting from Columns................................................................................ 7-5
Applying Formatting from Views..................................................................................... 7-5
Applying Formatting from Containers ............................................................................ 7-5
Importing Formatting Using a Saved Analyses ..................................................................... 7-5
Applying Conditional Formatting to Tables and Pivot Tables........................................................ 7-6
How is Conditional Formatting Applied?...................................................................................... 7-6
Can Conditional Formats Be Based on Another Column?........................................................... 7-6
What Factors Affect Conditional Formats? .................................................................................... 7-7
Layout, Order, and Conditional Formats................................................................................ 7-7
Value Suppression and Conditional Formats......................................................................... 7-8
Applying Conditional Formatting................................................................................................... 7-9
Example of Conditional Formatting for Ranking.......................................................................... 7-9
Custom Format Strings......................................................................................................................... 7-10
Custom Format Strings for Date and Time Fields...................................................................... 7-10
General Custom Format Strings ............................................................................................ 7-10
ODBC Custom Format Strings............................................................................................... 7-12
Custom Format Strings for Numeric Fields ................................................................................ 7-12
Custom Format Strings for Integral Fields........................................................................... 7-13
Custom Format Strings for Conversion into Hours............................................................ 7-13
Custom Format Strings for Conversion into Hours and Minutes .................................... 7-14
Custom Format Strings for Conversion into Hours, Minutes, and Seconds................... 7-14
8 Delivering Content
What Are Agents?.....................................................................................................................................
What Are Alerts?.......................................................................................................................................
How Agents Work ....................................................................................................................................
What Is the Agent Editor?.......................................................................................................................
About Controlling Access to Agents ....................................................................................................
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10. How Will iBots Created in Previous Releases Be Upgraded? ......................................................... 8-4
About Using Customization in Agents................................................................................................ 8-5
Creating Agents ........................................................................................................................................ 8-6
Viewing Summaries of Agent Settings ................................................................................................ 8-7
Saving Agents ........................................................................................................................................... 8-7
Subscribing to Agents ............................................................................................................................. 8-8
Displaying a List of the Agents That You Subscribe to or That You Own ................................... 8-8
Unsubscribing from Agents ................................................................................................................... 8-8
Customizing Your Agent Subscriptions .............................................................................................. 8-9
Displaying Customized Filter Values in Agent Results ............................................................... 8-9
Disabling and Enabling Agents’ Schedules .................................................................................... 8-10
What Are Devices and Delivery Profiles? ........................................................................................ 8-10
Configuring Your Devices and Delivery Profiles ........................................................................... 8-11
Accessing and Managing Your Alerts ............................................................................................... 8-13
Subscribing to an RSS Feed for Alerts.............................................................................................. 8-13
9 Working with Conditions
What Are Conditions? .............................................................................................................................
For What Do I Use Conditions? .............................................................................................................
What Are the Elements of a Condition?...............................................................................................
What Are Named Conditions?...............................................................................................................
What Are Inline Conditions? .................................................................................................................
Who Creates Conditions? .......................................................................................................................
Creating Named Conditions ..................................................................................................................
Using Conditions to Determine Whether Agents Deliver Their Content or Execute Their
Actions........................................................................................................................................................
Using Conditions to Determine Whether Action Links Are Displayed in Dashboard Pages ..
Using Conditions to Determine Whether Sections Are Displayed in Dashboard Pages ..........
Specifying the Settings for Conditions................................................................................................
Editing Named Conditions.....................................................................................................................
Editing, Customizing, Testing, Saving, and Disabling Conditions Used in Agents ..................
Editing, Testing, Saving, and Removing Conditions Used in Action Links in Dashboard
Pages ...........................................................................................................................................................
Editing, Testing, Saving, and Removing Conditions Used in Sections in Dashboard Pages ...
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10 Working with Actions
What Are Actions?.................................................................................................................................
What Are Action Links and Action Link Menus?...........................................................................
What Action Types Are Available? ....................................................................................................
Actions that Navigate to Related Content...................................................................................
Actions that Invoke Operations, Functions or Processes in External Systems ......................
Who Can Create Actions? ....................................................................................................................
Where Can I Add Actions? ..................................................................................................................
What Are Named Actions? ..................................................................................................................
What Are Inline Actions?.....................................................................................................................
How Will Actions Created in Previous Releases Be Upgraded?..................................................
What Are Action Parameters? .............................................................................................................
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11. About Conditionally Enabling Actions ............................................................................................
About Conditionally Enabling Actions Added to Analyses.....................................................
About Conditionally Enabling Actions Added to Dashboard Pages ......................................
About Conditionally Enabling Actions Added to Agents ........................................................
About Customizing Information Displayed to Users on Action Execution ............................
Creating Named Actions....................................................................................................................
Specifying the Settings for New Actions .......................................................................................
Adding Actions to Analyses..............................................................................................................
About Adding Actions to Dashboard Pages ..................................................................................
Adding Actions to Dashboard Pages Using Action Links ..........................................................
Completing the Action Link Properties Dialog ........................................................................
Adding Actions to Dashboard Pages Using Action Link Menus ..............................................
Adding Actions to Agents .................................................................................................................
Adding Actions to KPIs .....................................................................................................................
Adding Actions to Initiatives and Objectives in Scorecards......................................................
Creating a New Action Based on an Existing Named Action.....................................................
Editing Named Actions ......................................................................................................................
Editing Actions and Action Links Added to Analyses ................................................................
Editing Actions, Action Links, and Action Link Menus Added to Dashboard Pages...........
Editing Actions Added to Agents ....................................................................................................
Editing Actions and Action Links Added to KPIs........................................................................
Editing Actions and Actions Links Added to Initiatives and Objectives in Scorecards.......
Saving Inline Actions in Analyses to the Catalog ........................................................................
Saving Inline Actions in Dashboards to the Catalog ...................................................................
Executing a Named Action to Test It................................................................................................
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11 Using KPIs and KPI Watchlists
What Are KPIs?......................................................................................................................................
How Are KPIs Evaluated? ...................................................................................................................
How Can I Use KPIs?............................................................................................................................
What Are Dimensions and Pinned Dimension Values?................................................................
Opening KPIs for Editing....................................................................................................................
Opening KPIs in the Catalog .........................................................................................................
Opening KPIs From a Watchlist....................................................................................................
Opening KPIs From a Scorecard ..................................................................................................
Creating or Editing KPIs......................................................................................................................
Generating an Analysis from a KPI...................................................................................................
Creating an Agent From a KPI............................................................................................................
Contacting the Business Owner of a KPI .........................................................................................
About Overriding the Status of a KPI...............................................................................................
About Adding Comments to a KPI....................................................................................................
What Are KPI Watchlists?....................................................................................................................
Creating or Editing KPI Watchlists....................................................................................................
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12 Scorecarding
What is Oracle Scorecard and Strategy Management? .................................................................. 12-2
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12. What is a Balanced Scorecard?............................................................................................................
What is the Scorecard Editor? .............................................................................................................
What are Scorecard Objects? ...............................................................................................................
How Do I Create a Scorecard?.............................................................................................................
What Privileges and Permissions Are Required for Scorecards? ................................................
Using the Edit and View Modes in the Scorecard Editor ..............................................................
Creating Scorecards...............................................................................................................................
Opening or Editing Scorecards...........................................................................................................
What Are Vision Statements? .............................................................................................................
Defining Vision Statements ................................................................................................................
What Are Mission Statements?...........................................................................................................
Defining Mission Statements .............................................................................................................
What Are Perspectives? ........................................................................................................................
Creating Custom Perspectives ............................................................................................................
What Are Key Performance Indicators (KPIs)? .............................................................................
What Are KPI Watchlists?..................................................................................................................
What Are Objectives? .........................................................................................................................
Creating Objectives.............................................................................................................................
Completing the Analytics Pane for Objectives or Initiatives..................................................
What Are Initiatives? ..........................................................................................................................
Creating Initiatives .............................................................................................................................
Understanding Initiative or Objective Performance Assessment .............................................
About Assessment Mappings......................................................................................................
Example of Determining the Performance Assessment for an Objective Based on
Child Objectives ............................................................................................................................
Example of Determining the Performance Assessment for an Objective Based on a
Child KPI ........................................................................................................................................
Defining Assessment Mappings for Scorecards ...........................................................................
Assigning Weights to Child Objectives, Initiatives and KPIs ...................................................
About the Point of View Area...........................................................................................................
Setting Up the Point of View Controls............................................................................................
What Are Strategy Trees? ...................................................................................................................
Creating Strategy Trees ......................................................................................................................
What Are Strategy Maps? ..................................................................................................................
Creating Strategy Maps......................................................................................................................
What Are Cause & Effect Maps? ......................................................................................................
Creating Cause & Effect Maps..........................................................................................................
What Are Custom Views? ..................................................................................................................
Creating Custom Views......................................................................................................................
Working with KPI Details .................................................................................................................
Opening Scorecard Objects...............................................................................................................
Viewing Overview Information .......................................................................................................
Editing Scorecard Objects..................................................................................................................
Deleting Scorecard Objects ...............................................................................................................
Adding Scorecard Objects to Dashboards......................................................................................
About Status Overrides......................................................................................................................
Working with Status Overrides ........................................................................................................
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13. Working with Status Overrides in the Analytics Pane, Performance Pane, Details Tab,
Perspective Tab, or Breakdown tab ............................................................................................
Working with Status Overrides in the Diagram Tab of a View .............................................
Contacting Business Owners ............................................................................................................
About Comments.................................................................................................................................
Working with Comments...................................................................................................................
Working with Comments in the Collaboration pane...............................................................
Working with Comments in the Analytics Pane, Performance Pane, Details Tab,
Perspective Tab, or Breakdown Tab...........................................................................................
Working with Comments in the Diagram Tab of a View .......................................................
Troubleshooting...................................................................................................................................
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13 Managing Objects in the Oracle BI Presentation Catalog
What is the Oracle BI Presentation Catalog? ...................................................................................
Who Uses the Catalog? .........................................................................................................................
Saving Business Intelligence Objects ...............................................................................................
How Can I Search for Objects?...........................................................................................................
Basic Catalog Search .......................................................................................................................
Full-Text Catalog Search ................................................................................................................
Searching with the Basic Search.........................................................................................................
What Results are Returned from a Full-Text Catalog Search?......................................................
Making the Full-Text Catalog Search Available to End Users......................................................
Searching Using Full-Text Catalog Search .......................................................................................
Object-Specific Tasks ..........................................................................................................................
Exporting Reports, KPIs, and Analysis Prompts Data...................................................................
Accessing Properties .............................................................................................................................
Levels of Oracle BI EE Security ..........................................................................................................
What Are Permissions? ........................................................................................................................
How Are an Object’s Permission Assigned?..................................................................................
Access Control Lists and Permissions.............................................................................................
Permission Definitions ......................................................................................................................
Permissions Available by Object Type ...........................................................................................
Recommendations for Setting Permissions ...................................................................................
Assigning Permissions .......................................................................................................................
Who Owns an Object?........................................................................................................................
Assigning Ownership of Objects.....................................................................................................
Taking Ownership of Objects...........................................................................................................
What is Archiving?..............................................................................................................................
Archiving Objects ...............................................................................................................................
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14 Using BI Composer to Work with Analyses
What Is BI Composer? ..........................................................................................................................
What Are the Steps for Creating or Editing an Analysis in BI Composer? ............................
Where Is BI Composer Available? .....................................................................................................
Availability of BI Composer Oracle BI Enterprise Edition .......................................................
Creating Analyses Using BI Composer.............................................................................................
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14. Editing Analyses Using BI Composer............................................................................................... 14-5
Viewing Analyses in BI Composer .................................................................................................... 14-5
15 Using Oracle Business Intelligence Mobile
Which User Interface Graphics Are Used in Oracle Business Intelligence Mobile?...............
What Is Oracle Business Intelligence Mobile?................................................................................
Which BI Content is Viewable Using Oracle Business Intelligence Mobile? .........................
Localization of BI Content .............................................................................................................
Getting Oracle Business Intelligence Mobile for Your Apple iPhone or iPad .........................
Starting Oracle Business Intelligence Mobile .................................................................................
Setting Up User Credentials................................................................................................................
What Does the Oracle Business Intelligence Mobile Application Look Like?.........................
Configuring Oracle Business Intelligence Mobile.......................................................................
Adding, Modifying, and Removing Server Connections........................................................
Switching Between Servers..........................................................................................................
Specifying the Layout for Oracle Business Intelligence Mobile .............................................
Setting Console Logging ..............................................................................................................
Working with Favorites......................................................................................................................
Marking Favorites .........................................................................................................................
Opening Favorites.........................................................................................................................
Removing Favorites ......................................................................................................................
Working with Alerts ...........................................................................................................................
Opening Alerts ..............................................................................................................................
Clearing Alerts...............................................................................................................................
Working with the Oracle BI Presentation Catalog........................................................................
Navigating the Catalog ................................................................................................................
Opening an Object in the Catalog...............................................................................................
Navigating Directly to Dashboards............................................................................................
Performing Searches ...........................................................................................................................
Setting Properties for Searches....................................................................................................
Searching for BI Content ..............................................................................................................
Working with BI Content...................................................................................................................
Viewing BI Content.......................................................................................................................
Refreshing BI Content ...........................................................................................................
Viewing Properties of BI Content........................................................................................
Applying Saved Customizations .........................................................................................
Specifying the Layout for BI Content..................................................................................
Adding BI Content to Favorites ...........................................................................................
Working with Analyses and Dashboards..................................................................................
Working with Oracle BI Publisher Content ..............................................................................
Working with Scorecard Content ...............................................................................................
Working with Alerts and Agents................................................................................................
User Interface Reference for Oracle Business Intelligence Mobile ..........................................
Alerts screen .........................................................................................................................................
BI Content screen ................................................................................................................................
Catalog screen ......................................................................................................................................
Favorites screen....................................................................................................................................
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15. Login screen..........................................................................................................................................
Object Properties screen ....................................................................................................................
Search screen ........................................................................................................................................
Components............................................................................................................................
Search Criteria screen .........................................................................................................................
Components............................................................................................................................
Search Location screen .......................................................................................................................
Components............................................................................................................................
Server Setting screen ..........................................................................................................................
Components............................................................................................................................
Settings screen .....................................................................................................................................
Components............................................................................................................................
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A Basic Information to Tell Your Users
Exporting and Copying Results............................................................................................................
Exporting Results ..............................................................................................................................
Copying Results to Microsoft Applications ..................................................................................
Sorting Values in Table Views and Pivot Table Views ....................................................................
Drilling in Results...................................................................................................................................
What is Drilling?................................................................................................................................
Where Can I Drill? ............................................................................................................................
Drilling in Tables and Pivot Tables .........................................................................................
Drilling in Attribute Columns ..........................................................................................
Drilling in Hierarchical Columns .....................................................................................
Drilling in Graphs ......................................................................................................................
About Running Actions Using Action Links and Action Link Menus in Analyses and
Dashboards...............................................................................................................................................
Running Actions Associated with Action Links in Analyses and Dashboards .........................
Using Section Sliders in Graphs and Gauges....................................................................................
Working with Map Views on Dashboard Pages ...............................................................................
Panning in Map Views .....................................................................................................................
Zooming in Map Views....................................................................................................................
Drilling in Map Views ......................................................................................................................
Modifying Thresholds for Formats on a Map View ....................................................................
Showing or Hiding Formats on a Map View ................................................................................
Zooming and Scrolling in Graphs .......................................................................................................
Working with Views that Are Linked in Master-Detail Relationships ......................................
Modifying Data in a Table View in a Dashboard Page or Analysis............................................
About Handling Errors for Write-Back........................................................................................
Accessing BI Publisher Reports in Dashboards..............................................................................
Using the Oracle BI Publisher Toolbar on a Dashboard Page ..................................................
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B Integrating with Microsoft Office
Integrating Analyses with Microsoft Office ...................................................................................... B-1
Copying Views and Analyses ......................................................................................................... B-1
General Guidelines for Copying Views and Analyses ......................................................... B-2
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16. Copying Table and Pivot Table Views....................................................................................
Copying Graph, Funnel Graph, and Gauge Views...............................................................
Viewing Objects in the Catalog .......................................................................................................
Features of Oracle BI for Microsoft Office .........................................................................................
General Features................................................................................................................................
Features of Oracle BI Add-in for Microsoft Excel ........................................................................
Features of Oracle BI Add-in for Microsoft PowerPoint .............................................................
Features from Oracle BI EE Not Supported by Oracle BI for Microsoft Office........................
Installing and Configuring Oracle BI for Microsoft Office............................................................
What is the Oracle BI Office Server? ..............................................................................................
Installation and Configuration Steps .............................................................................................
Tasks Performed by the Installer for Oracle BI EE.......................................................................
Installing the Oracle BI Add-in for Microsoft Office ...................................................................
Configuring Connections to Oracle BI Presentation Services ....................................................
Setting Properties in the bioffice.xml Configuration File.............................................................
Configuring SSL on Oracle WebLogic Server for Oracle BI for Microsoft Office ...................
Configuring an SSO-Enabled Oracle BI EE for Oracle BI for Microsoft Office.......................
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C Accessibility Features
Using Accessibility Features ................................................................................................................. C-1
What are Accessibility Features? .................................................................................................... C-1
Signing In Using Keystrokes ........................................................................................................... C-2
Changing to Accessibility Mode ..................................................................................................... C-2
Keyboard Shortcuts................................................................................................................................. C-3
Keyboard Shortcuts for Oracle BI EE and Oracle BI Publisher .................................................. C-3
Navigating on the Home Page ........................................................................................................ C-4
Navigating in Oracle Business Intelligence Dashboards ............................................................ C-5
Designing for Accessibility................................................................................................................... C-6
Obtaining General Information....................................................................................................... C-6
Avoiding Common Misconceptions .............................................................................................. C-6
Following Best Practice Recommendations .................................................................................. C-7
Following General Guidelines for Accessible Content................................................................ C-7
Font Selection.............................................................................................................................. C-7
Color Selection............................................................................................................................ C-7
Using Color with Text ........................................................................................................ C-7
Color Contrast ............................................................................................................................ C-8
Designing Dashboards that are Accessible ................................................................................... C-8
Promoting a Consistent Structure ........................................................................................... C-8
Keeping Dashboard Pages Simple........................................................................................... C-9
Enhancing On-Screen Content ................................................................................................. C-9
Providing Alternate Displays................................................................................................... C-9
Including Descriptions for Analyses....................................................................................... C-9
Working with Styles for Dashboards ...................................................................................... C-9
Creating Custom Styles and Skins ................................................................................... C-9
Applying a Style to a Dashboard...................................................................................... C-9
Avoiding Prohibited Features................................................................................................ C-10
Using Objects to Enhance Accessibility ........................................................................................... C-10
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17. Switching Content with View Selectors.......................................................................................
Using Static Text Objects for Custom HTML Markup ..............................................................
Installing and Configuring BI Composer for Oracle BI EE ..........................................................
Extending a WebLogic Server Domain to Install BI Composer Runtime Implementation
Shared Libraries...............................................................................................................................
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D Logical SQL Reference
SQL Syntax and Semantics....................................................................................................................
Syntax and Usage Notes for the SELECT Statement ...................................................................
Basic Syntax for the SELECT Statement .................................................................................
Usage Notes ................................................................................................................................
Subquery Support ......................................................................................................................
SELECT List Syntax ...................................................................................................................
FROM Clause Syntax.................................................................................................................
WHERE Clause Syntax..............................................................................................................
GROUP BY Clause Syntax ........................................................................................................
ORDER BY Clause Syntax ........................................................................................................
Syntax and Usage Notes for SELECT_PHYSICAL ......................................................................
Syntax for the SELECT_PHYSICAL Statement .....................................................................
Aggregate Functions Not Supported in SELECT_PHYSICAL Queries.............................
Queries Supported by SELECT_PHYSICAL .........................................................................
Using the NATURAL_JOIN Keyword ...................................................................................
Special Usages of SELECT_PHYSICAL..................................................................................
Operators............................................................................................................................................
SQL Logical Operators ..............................................................................................................
Mathematical Operators ...........................................................................................................
Conditional Expressions ................................................................................................................
CASE (Switch) ..........................................................................................................................
CASE (If)....................................................................................................................................
Expressing Literals ..........................................................................................................................
Character Literals.....................................................................................................................
Datetime Literals ......................................................................................................................
Numeric Literals ......................................................................................................................
Integer Literals ..................................................................................................................
Decimal Literals ................................................................................................................
Floating Point Literals ......................................................................................................
Variables ...........................................................................................................................................
Aggregate, Running Aggregate, and Time Series Functions ........................................................
Aggregate Functions.......................................................................................................................
AGGREGATE AT.....................................................................................................................
AVG ...........................................................................................................................................
AVGDISTINCT ........................................................................................................................
BOTTOMN................................................................................................................................
COUNT......................................................................................................................................
COUNTDISTINCT...................................................................................................................
COUNT(*) .................................................................................................................................
MAX ...........................................................................................................................................
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18. MEDIAN ...................................................................................................................................
MIN ............................................................................................................................................
NTILE ........................................................................................................................................
PERCENTILE............................................................................................................................
RANK ........................................................................................................................................
STDDEV ....................................................................................................................................
STDDEV_POP ..........................................................................................................................
SUM ...........................................................................................................................................
SUMDISTINCT.........................................................................................................................
TOPN .........................................................................................................................................
Running Aggregate Functions ......................................................................................................
MAVG........................................................................................................................................
MSUM........................................................................................................................................
RSUM.........................................................................................................................................
RCOUNT ...................................................................................................................................
RMAX ........................................................................................................................................
RMIN .........................................................................................................................................
Time Series Functions.....................................................................................................................
AGO ...........................................................................................................................................
Determining the Level Used by the AGO Function ....................................................
PERIODROLLING ...................................................................................................................
Determining the Level Used by the PERIODROLLING Function ............................
TODATE....................................................................................................................................
String Functions.....................................................................................................................................
ASCII .................................................................................................................................................
BIT_LENGTH ..................................................................................................................................
CHAR................................................................................................................................................
CHAR_LENGTH.............................................................................................................................
CONCAT ..........................................................................................................................................
INSERT .............................................................................................................................................
LEFT ..................................................................................................................................................
LENGTH...........................................................................................................................................
LOCATE ...........................................................................................................................................
LOCATEN ........................................................................................................................................
LOWER .............................................................................................................................................
OCTET_LENGTH ...........................................................................................................................
POSITION ........................................................................................................................................
REPEAT ............................................................................................................................................
REPLACE .........................................................................................................................................
RIGHT...............................................................................................................................................
SPACE...............................................................................................................................................
SUBSTRING .....................................................................................................................................
TRIMBOTH ......................................................................................................................................
TRIMLEADING...............................................................................................................................
TRIMTRAILING..............................................................................................................................
UPPER...............................................................................................................................................
Math Functions ......................................................................................................................................
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