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Obiee11g on ipad

  1. 1. Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1) E10544-02 April 2011
  2. 2. Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition, 11g Release 1 (11.1.1) E10544-02 Copyright © 2010, 2011, Oracle and/or its affiliates. All rights reserved. Primary Author: Dona Hobin Contributing Authors: Marla Azriel, Christine Jacobs, Cammy Moore, Stefanie Rhone Contributors: Oracle Business Intelligence development, product management, and quality assurance teams This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark licensed through X/Open Company, Ltd. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
  3. 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) ..................................................................... xxix xxx 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?............................................................................................... 2-1 2-2 2-2 2-2 iii
  4. 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? ........................................................................................... iv 3-1 3-2 3-2 3-4
  5. 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 v
  6. 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 ..................................................................................................... 3-34 3-35 3-35 3-36 3-36 3-36 3-36 3-36 3-37 3-37 3-37 3-38 3-38 3-38 3-38 3-39 3-39 3-40 3-40 3-40 3-41 3-42 3-42 3-42 3-43 3-43 3-43 3-44 3-45 3-45 3-46 3-46 3-47 3-47 3-47 3-48 3-49 3-49 3-49 3-50 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? ........................................................................................... vi 4-2 4-2 4-2 4-3
  7. 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 vii
  8. 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 viii
  9. 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 .................................................................................................... 8-1 8-2 8-3 8-4 8-4 ix
  10. 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 ... 9-1 9-2 9-2 9-2 9-3 9-3 9-3 9-4 9-4 9-5 9-5 9-6 9-7 9-7 9-8 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? ............................................................................................................. x 10-2 10-2 10-4 10-4 10-5 10-6 10-6 10-7 10-7 10-8 10-8
  11. 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................................................................................................ 10-8 10-9 10-9 10-9 10-10 10-10 10-10 10-13 10-15 10-15 10-15 10-16 10-17 10-18 10-19 10-19 10-20 10-20 10-20 10-21 10-21 10-21 10-22 10-22 10-23 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.................................................................................................... 11-1 11-2 11-2 11-3 11-3 11-3 11-4 11-4 11-4 11-5 11-6 11-6 11-7 11-7 11-7 11-8 12 Scorecarding What is Oracle Scorecard and Strategy Management? .................................................................. 12-2 xi
  12. 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 ........................................................................................................ xii 12-3 12-4 12-4 12-5 12-6 12-7 12-7 12-7 12-8 12-8 12-8 12-8 12-9 12-9 12-10 12-10 12-11 12-11 12-12 12-14 12-14 12-15 12-16 12-16 12-17 12-18 12-18 12-19 12-20 12-20 12-21 12-22 12-23 12-25 12-26 12-27 12-28 12-29 12-30 12-31 12-31 12-31 12-32 12-32 12-33
  13. 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................................................................................................................................... 12-33 12-34 12-35 12-35 12-36 12-37 12-38 12-39 12-39 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 ............................................................................................................................... 13-2 13-2 13-3 13-4 13-4 13-4 13-4 13-6 13-6 13-7 13-7 13-8 13-8 13-9 13-9 13-10 13-10 13-11 13-12 13-13 13-14 13-14 13-15 13-15 13-16 13-16 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............................................................................................. 14-1 14-2 14-3 14-3 14-4 xiii
  14. 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.................................................................................................................................... xiv 15-1 15-3 15-4 15-5 15-5 15-6 15-7 15-8 15-10 15-10 15-12 15-12 15-13 15-13 15-14 15-14 15-15 15-15 15-16 15-16 15-17 15-18 15-18 15-19 15-19 15-20 15-21 15-22 15-22 15-22 15-23 15-23 15-23 15-24 15-24 15-26 15-26 15-26 15-27 15-28 15-29 15-30 15-31
  15. 15. Login screen.......................................................................................................................................... Object Properties screen .................................................................................................................... Search screen ........................................................................................................................................ Components............................................................................................................................ Search Criteria screen ......................................................................................................................... Components............................................................................................................................ Search Location screen ....................................................................................................................... Components............................................................................................................................ Server Setting screen .......................................................................................................................... Components............................................................................................................................ Settings screen ..................................................................................................................................... Components............................................................................................................................ 15-32 15-33 15-34 15-34 15-35 15-35 15-36 15-36 15-37 15-37 15-39 15-39 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 .................................................. A-1 A-1 A-2 A-2 A-2 A-2 A-3 A-3 A-3 A-3 A-4 A-4 A-5 A-5 A-6 A-6 A-7 A-7 A-8 A-9 A-9 A-10 A-11 A-11 A-12 A-12 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 xv
  16. 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....................... B-2 B-2 B-3 B-3 B-4 B-5 B-6 B-6 B-6 B-7 B-7 B-7 B-7 B-9 B-10 B-13 B-13 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 xvi
  17. 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............................................................................................................................... C-10 C-10 C-10 C-12 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 ........................................................................................................................................... D-2 D-2 D-2 D-3 D-3 D-4 D-4 D-4 D-4 D-5 D-5 D-6 D-6 D-6 D-8 D-9 D-9 D-9 D-9 D-10 D-10 D-11 D-12 D-12 D-12 D-13 D-13 D-13 D-13 D-13 D-14 D-14 D-14 D-15 D-15 D-16 D-16 D-16 D-16 D-17 xvii
  18. 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 ...................................................................................................................................... xviii D-17 D-17 D-17 D-18 D-18 D-18 D-18 D-19 D-19 D-19 D-19 D-20 D-20 D-21 D-21 D-22 D-23 D-24 D-24 D-24 D-25 D-26 D-26 D-27 D-27 D-28 D-28 D-28 D-28 D-29 D-30 D-30 D-30 D-31 D-31 D-32 D-32 D-32 D-33 D-33 D-33 D-34 D-34 D-34 D-34 D-35 D-35

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