Obiee11g building-brand-analysis-dashboard

OBIEE11g Practical Guide
“Building Brand Analysis Dashboard”

BISP is committed to provide BEST learning material to the beginners. In the same series, we have
prepared a complete end-to-end OBIEE Dashboard design document. The document briefs you practical
approach to create Dashboard, Analysis, Filters, Gauge and Prompts. The document assists OBIEE11g
learners to explore the various features. The document simplifies OBIEE11g. In the first part of tutorial it
is shown creation of Brand Analysis Dashboard. The subsequent release of the case study will cover many
new advanced features of Dashboard building. Join our professional training program to learn from
the best.

History:
Version Description Author Publish Date
Change
0.1 Initial Draft Kuldeep Mishra 10th -Jan-2012
0.1 1st Review Amit Sharma 11th -Jan-2011

www.hyperionguru.com http://www.bisptrainings.com

Purpose
This tutorial covers steps to create OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts and
Pivots. Finally it shows how to integrate them into a single unit.

Time to Complete
Approximately 120 min.

Overview
OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e chart ,
tabular, pivots, filters etc.

• Dashboard: Single user interface to show the complete company stats in common windows.
• Analysis — Business Users makes adhoc queries to satisfy various business questions by simply drag
and drop the objects.
• Filters/Dashboard Prompts— Enable users to filter the records. It could be based on user inputs.
• Pivot: Cross Tabular layout of the information.
• Chart: Graphical view of the business data.
• Gauge: An alternate way to display info where we need to project data Actual Vs Target.

Software and Hardware Requirements
The following is a list of software requirements:

• Oracle Database 11g
• OBIEE11g 11.1.1.5


Table of Contents.
i) Year Dashboard Prompt 5

ii) Company Dashboard Prompt 11

iii) For Weeks Between Dashboard Prompt 12

iv) Product Hierarchy Dashboard Prompt 14

v) Product Line Analysis 22

vi) Trending Analysis 31

vii) Revenue by Months 43

viii) Daily Revenue Timeline 47

ix) Top Customers Booking 57

x) Performance index to Company Avg 66

xi) Creating Dashboard 80


xii)
Creating Brand Analysis Dashboard
Requirement #1: As a part of our learning, we are going to create the below Dashboard. The
dashboard is divided into multiple objects (Analysis, Prompts, Chart and Pivots etc). We are
going to create below object in the specified order. This makes very easy for the learner to
create the dashboard.

1 8
2

5
3
9
4

6

10
7


Requirements to create Brand Analysis Dashboard

Year Dashboard Prompt

Step 1):- Create a new dashboard prompt Year.

To create dashboard prompt login into Analytics and go to right pane ClickNew and
select dashboard prompt and select a Subject Area.

After selecting subject area Creating Dashboard Prompt window will display. The other
options are preview, add , open prompt for catalog , insert page break ,edit ,delete options.

Now, Click the button to add a new prompt ,There are three choices available.

Column Prompt:- Obtain list of values from a Subject Area column.

Variable Prompt:- Provide a custom list of values to populate a variable.

Image Prompt:- Allow the user to select values using an HTML


Step 3):- Click the button and select Column Prompt then choose the Subject Area
column.

Step 4):- Now chosen the column New Prompt window will display. Below are the properties.

Label - Year (Label to display to user)

Operator - “is equal to/is in ” (Select from the drop down list)


User Input - Check Boxes (Choose from the various types of prompt available )

Step 5):- In the Options dropdown, below are the properties can be set.

In Choice List Values, select

All Columns Values, alternatively you could select few members.

User can also select

i) Limit the values displayed based on the other prompt selections already chosen.

ii) Enable /Disable multiple value selection.

iii) Enable user to type value or Force the user to select a value.

iv) Require user input.

In default selection , here we specify a default value and also we can specify a Value,
Variable , SQL Expression or Logical SQL.

vii) Assign the selection to a Session or presentation Variable.

In Check Boxes Values within the Options, select the Specific Column Values from the
drop down list and click on to select values.

After Click on , Select Values window will display..


Select values which we want and click on move button. We see the selected values on
the right pane.

Click Ok..

Step 6):- Click on Require user input.

Step 7):- In Default Selection within the options Select Specific Values option from
the drop down list. Click on and select values from the select values windows.

Step 8):- Select Check Boxes Width Dynamic

Step 9):- Set a variable as None from the drop down list.


Click Ok.

Step 10):- After Click on Ok. Year prompt which we created, is displayed in Prompt label
within Definition and Prompt result is display on Display pane

Company Dashboard Prompt

Step 11) :- Similarly add other prompts which is used in dashboard reports.

Click the button to add a new prompt and select Column Prompt .

then choose the Subject Area column.

Select column from subject area and Click Ok.

After Click on Ok. New Prompt window will display and set it is all properties.


For Weeks Between Dashboard Prompt

Step 11):-Similarly add another dashboard prompt.


Then choose the Subject Area column.

Select column from subject area and Click Ok.

After Clicking on Ok. New Prompt window will display and set all properties.


In this Prompt we set the Operator “is between” and User Input Slider (To show the
limits in slider) .

In Slider Values within Options we select Specific Limits from the drop down list .
Specify Lower Limit and Upper Limit. Check Require User Input and also Check Compress
Values.

Select Specific Values from the Default Selection drop down list. Select default low value
and default high value from drop down list.

SelectVertical radio button of Slider orientation to see the slider as vertical.

Select Slider SizeSmall and Set a VariableNone from drop down list.

Click Ok

Product Hierarchy Dashboard Prompt

Step 12):-Similarly add another dashboard prompt.



Select column from subject area and Click Ok. New Prompt window will display and set all
properties.

Here we set the properties .User InputChoice List from the dropdown list.


Select All Column Values from Choice List Values ropdown list within the Options.

Check Enable user to select multiple values.

Select Default Selection None from dropdown list.

Select Choice List WidthDynamic.

Step 13):-The prompts will, by default , be listed vertically. If you wish them to appear
side- by- side then check the New Column option.

If you wish them to appear side- by- side then check the New Column option.


Step 14):-Save and Preview. When we click on preview we get the result as below.

Click on Save .


Click Ok.

Step 15):-Now, To create a Filter

i) Click on NewAnalysis then chose subject area from Select Subject Area pane.

ii) Select tables column from left side Subject Area pane within Criteria.


iii) ClickFilter and SelectMore Column options ,.

iv)After selected “More Columns” option , Select Columns window will display.

Click Ok.


v) After click ok New Filter window will display, Here we select Operator is
prompted from dropdown list.

Click Ok.

vi) After click ok we see the filter in criteria tab.

vii) Similarly we make other filters.


viii) Now, go to result tab.

ix) In result ClickFilter in View pane.


x) Drag the Filter from View pane to Title.


xi) ClickSave, to save the report. We save the report in Sample Reports Folders the
within the Shared Folders.

Step 17):- Now, we create the first report of Brand Analysis dashboard called as

Product Line Analysis.

i)Click on NewAnalysis then chose subject area from Select Subject Area.

ii)Select tables column from left side Subject Area pane within Criteria.

iii) Make a filter on Year column of Time table.


After ClickFilter , New Filter window will display. Select Operator is prompted.

ClickOk.

iv)ClickCreate a filter for the current Subject Area and SelectMore Columns option.


v)After selected more columns option Select Columns window will display.

Click Ok.

vi)New Filter window will display, Here we select Operator is prompted from
dropdown list.


Click Ok.

v) Select the Column Properties of Year column.

vi) Set the properties as we desire.


vii) Go to interaction tab of column properties. Primary InteractionSend Master Detail Event
from dropdown list. Specify channelMD1.

Click Ok.


viii)Now select the result tab to see the result of report.

Select Pivot Table option from the New View property.

ix)The result in pivot table is display below.

x)Click Edit View option on the pivot table then Edit View window will display.
Here we have Layout and Selection Steps sections. In Layout we have Rows, Columns,
Measures and Exclude option. Set the properties then ClickDone.


xi)Here we set the properties like we ExcludeMeasure Labels from Columns within
Layout ,MeasuresBase Facts(Revenue) , ColumnsTime(T05 per name year) ,
RowsProducts(Products Hierarchy).Select as after.


xii) To hide column heading Click Row properties. Uncheck Display Heading option
and click ok.

After uncheck display heading option we get the result as.

xiii)ClickEdit View of title.

After click on edit view the title edit view window will display.


Here in title we show the report title ,we can attach a logo in logo box also give the
subtitle in subtitle box and we can display date , time , date and time from Started time
from dropdown list and Click done.

xvi)ClickSave , to save the report.


We save the report in Sample Reports Folders the within the Shared Folders.

Step 15):- Now, we create the second report of Brand Analysis dashboard called as

Trending Analysis.

i)Similarly, as the first report , for creating a new report click on NewAnalysis and
Select Subject Area from subject area pane.



iii) Make a filter on Year column of Time table.

iv) After ClickFilter , New Filter window will display. Select Operator is prompted.

ClickOk.

v)We make another filter. ClickFilter and select More options.


vi)Select the column from the Select Column window.

Click Ok.

vii)After Click Ok. Select Operatoris prompted.


Click Ok.

viii) Filters are shown in

viii) Similarly, Create all the necessary filters


ix) Go to the result tab and select the result tab.

xiii) Go to New ViewGraphDefault(Vertical)

xi) Graph is shown in


xii)ClickEdit View of graph. Then the edit view window will display.

Set all the properties as we desire.


In Layout within Edit View. We Exclude C0 Customer Number Column SectionT05 Per
Name Year , MeasuresRevenue, Bars(Group by(Horizontal Axis))T32 Cal Month , Vary
Color By(Vertical Axis0P4 Brands ,Measure Labels(Check the Show in Legend).

To show the graph in slider Check the check box of Display as Slider.

Set all properties and Click Done.

xiii)After click done we get the graph as shown below..


xiv) Now ClickEdit Graph Properties.

a) After click on edit graph properties Graph properties window will appear. In this
window we find General, Style, Scale, Titles and Labels. In general tab here we set the
properties like Canvas Width, Canvas Height , Legend Location, Zoom and Scroll, Listen
to Master-Detail Events , Event Channels ,CheckAnimated graph on display.

b) Now, go to style tab and set it’s properties. In style tab select StyleRectangle from
dropdown list. Set the properties of Graph data, Plot Area , Legend, Canvas colors and
Borders.


Click Style and Conditional Formatting .

To add Custom Formatted Positions Click and select color from dropdown list and
Click Ok.

c) Now, ClickScale tab, Set properties of Scale Limits , Scale Type and Tick Marks .

Click Ok.

d) ClickTitles and Labels tab, Set the properties of Graph Title, Axis titles and Labels.

Click on Vertical Axis Labels then Vertical Axis Labels window will display.

Scale LabelDefault (Show), Label Orientation0 degree, Abbreviatethousands(k).

ClickFont Format, Set Size9

ClickOk.

Click Ok.

xvi) After Set all properties we see the result.

In title ClickEdit View and set properties as we done previously.

xv)Now Click New View and select GraphPie.


After select Pie the result is shown like

Revenue by Months

Click Edit View option of graph. Then the edit view window will display.

Set all the properties of edit view .In Layout Pane Pie Graph Measures(Slice Size)
Revenue, Pies and Slice(Pies)T05 Per Name Year , Pies and Slice(Slices)P4 Brand


and Measure labels.(Check Slice In Legend), ExcludeT32 Cal Month and C0 Customer
Number.

After set all properties of edit view. Click-Edit Graph properties

After Click on Edit Graph Properties ,Graph properties window will display.

Set Canvas width420 and canvas height230 , Legend LocationDefault(Right) from
dropdown list, Uncheck Listen to Master Detail Event and Animated graph on Display.


ClickOk.

Now , go to Style tab ,In Graph Data StyleDefault from dropdown list, Set all the
properties like Legend, Canvas Color and Borders.

Click Style and conditional Formatting. The Style and Conditional Formatting windows
will display. Click to add Custom Formatted Position, Select color from color
dropdown list. Check all the check boxes in explode wedge .

Click Ok.

Now go to Titles and Labels tab. Here we set the Graph Title and Labels.


Click Data Labels, Data Label window display. In Display Option tab properties Show
Data labelsAlways from dropdown list, DisplayValue only , ValuePercentage of
total.

Select Font Format and set all it’s properties.

Click Ok.


Click-Done.

Now save the report in Sample Reports Folder within the Shared Folders as Trending
Analysis as previous.

Daily Revenue Timeline.

Step 16):- Now, we create the third report of dashboard called as Daily Revenue
Timeline.



iii) Click on edit formula in Calender Date column of Time table.


Edit Column Formula window will display. Here we can change the Column Heading,
create formula ,create filter use column , use variables.

Click ok.

iv) Click on edit formula in 4-Paid Amount column of Base Facts.

Edit Column Formula window will display. Here we can change the Column Heading,
create formula ,create filter use column , use variables.


Click Ok.

v)ClickResult

vi)ClickNew View, SelectGraphTime Series Line.


vii) After selected graph , graph is display like below image.

ClickEdit View

After Click on Edit View the Edit View window will display.


viii)Now , Click on Edit Graph properties.

a.)After Click on Edit Graph properties , Graph properties window will display.

In general tab set the properties like Canvas Width450 ,Canvas Height280 , Legend
LocationTop, Zoom and Scroll , Animated graph on displayCheck.

b.)Now go to Style tab, StyleCurved Line select from dropdown list , Set Plot Area ,
Legend ,Canvas Color and Brokers.


ClickStyle and Conditional Formatting .To add Custom Formatted Positions Click
on , Set color from dropdown list, set type as default ,set width in pixel.Set all
properties then click ok.

c.)Now, go to Scale tab . In this property set Axis LimitD4efault(Dynamic), Tick
typeSpecify, Check Show Major Ticks4, Check Show Minor Ticks5.


Click ok.

d.)Now , go to Titles and Labels , set Graph Titles , Axis Titles ,labels properties .


ClickVertical Axis Labels, After Click on Vertical Axis Labels window display. Select
Scale LabelsDefault(Show) , Label Orientation0 degree, AbbreviateThousands(k).

After set the properties of Display option tab go to Font format tab and set Size10.

Click Ok.


Click Ok.

ix)After set all the properties

Click Done to save all property.

x) Click Edit View on title , then title edit view window will display. Set title in
title box ,display time and date from started time from dropdown list.

Click Done.

xi) After click done, we see the result. Here we see the title of report.


xii)Now save the report in Sample Reports Folder within the Shared Folders as Daily
Revenue Timeline.

Top Customers Booking

Step 17):- Now, we create the Fourth report of dashboard called as Top Customers
Booking.



iii)Go to 8-Booked Amount column of Base Facts table and SelectEdit Formula change
the column name from 8-Booked Amount to Rank and also put the rank function on it


Change the column heading from 8-Booked Amount to Rank.

Click on Function in Edit Column Formula.

After click on function Insert Function window will display. Here we see syntax ,example,
description.


Click Ok.

After click ok

iv) Click on Rank column SelectSortSort Ascending .


Now see column in which we make sort ascending operation.

v) Go to 8-Booked Amount column of Base Facts table and SelectEdit Formula to put
the rank function on it.

The Edit Formula window will display. Here click on function.

Insert Function window will display. SelectRound function.


Click Ok.

After click ok we see the function and click Ok.

vi)Now we make filter as previous we done ClickFilter and SelectMore Options.


vii) Select the column from the Select Column window.

Click Ok.

viii)After Click Ok. Select Operatoris prompted from drop down list.


Click Ok.
ix)After click ok on New Filter we see the filter in filter pane within criteria.

x) Click on result tab and see the result.


xi) Click on Edit View of title. The title window will display, set the properties of
title like Title, Started Time ,Logo, subtitle.

Click done to save properties.

xii)After save the properties of title. We see it in below image.

xiii)ClickNew View and SelectOther ViewTicker.


xiv) After selected ticker .

xv) Click on Edit View property of Ticker. Check the check box of Contains
HTML Markup ,BehaviorScroll, DirectionUp, Width420 ,Height130, Row Format ,
Row Separator<br/>.


Click Done to save the properties.

xvi) Now go to result and see the result.

Now save the report in Sample Reports Folder within the Shared Folders as Top
Customer Bookings .

Performance index to Company Avg.

Step 18):- Now, we create the third report of dashboard called as Performance index to
Company Avg.

i)Similarly, as the previous reports, for creating a new report click on NewAnalysis
and Select Subject Area from subject area pane.


ii)Select tables column from left side Subject Area pane within Criteria tab.

iii)Now, Set filter in first column T05-Per Name Year.

After selected filter option Edit Filter window will display Select OperatorIs
prompted.

Click Ok.

iv)After Click on ok we go to criteria tab and see the filter.

v)Now, We make another filter go to filter and select More Option.

vi)Select the column from the Select Column window .

Click Ok.


vii)After click ok the New Filter window will display here select Operator is
prompted from drop down list.

Click Ok.

viii)After click ok we see the filter in filter pane within criteria tab.

ix) Similarly, we make other filters on report.


x) Go to Base Facts table column 1-Revenue and SelectEdit Formula , change the
column name from 1-Revenue to Performance index to total and also put the cast
function on it .

The Edit Formula window will display. Here we change the column heading from 1-
Revenue to Performance index to total click on function.


xi)After click on function , Insert Function window will display.

Here we see the Syntax of function.


xii)After selected function

Click Ok.

xiii)Now, ClickResult.

xiv)ClickNew View and Select GaugeVertical Bar.


xv)Vertical Gauge View display ClickEdit View

xvi)After Click on Edit View window will display. Here we see the properties like
Gauge Prompts ,Sections ,Gauge , Exclude within layout, Gauge set within settings.


xvii)CheckDisplay as Slider, In SectionT05 Per Name Year(Time), RowsP4
Brand(Products) ,MeasuresPerformance index to total .

xviii)Now in settings property Select High values are desirable, Click to add new
threshold, Click and SelectCustom value to write in box.


Write values on threshold ,Click and SelectSpecify Label in status.

Write values on Threshold and Status boxes.

Select the color by click on color box.


Click Ok.

Select color from Color Selector according to report .

xix) In Edit View , ClickEdit graph property.

a)After click on edit graph property the graph property window will display. In general
tab Gauge per row3, Legend LocationDefault(Top),UncheckListen to Master Detail
Event.


b)Click on Style tab and set properties Gauge sizeFit to canvas from dropdown list,
Width120px ,Height140px, CheckGradient.

c)Click on Scale tab Set properties Gauge LimitsDefault ,Tick typeDynamic.


d)Click on Titles and Labels and set Gauge set title click and
TruncateAutomatic.

After click on footer Font Format window will display and TruncateAutomatic.


Click Ok.

xx) Now go to result tab.

xxi) ClickNew View and SelectOther ViewStatic Text .

xxii)S tatic Text window will display. Here ChcekContain HTML Markup and write
Report Name which we want to show in static text and ClickBold.


After set properties ClickDone.

xxiii) Now go to result tab .

xiv) Now save the report in Sample Reports Folder within the Shared Folders as
Performance index to Company Avg..

Creating Dashboard

Step 19): -Now we create a dashboard.

i)First create a New folder in Shared Folder named as Practice Dashboard.


Click ok.

ii) Go to home page and SelectDashboard from Analysis and Interactive Reporting.

iii) New Dashboard window will display. Here write Name Sample Dashboard and give
its Location/Shared Folder/Practice Dashboard., ContentAdd content now.

Click Ok.

iv)now we go to the Sample Dashboard page1.Here we see Dashboard Objects like
Column, Section, Alert Section, Action Link, Action Link Menu, Link or Image, Embedded
Content, Text, Folder, and catalog we see only Shared Folder that’s why we save our all
reports within the Shared folder.

v)Now first drag Column Object from left pane to right pane. Within Column Object
we drag Section Object from left pane to right pane and within Section Object we drag
our reports from Shared Folder which is in left pane to right pane. We see in below
image.

vi)Here we see in which order we put our report.


vii) Here , We see the properties of dashboard. Here we see dashboard properties option
,when we click on dashboard properties option we see other properties in it like
Dashboard Properties, Pdf and Print Properties, Page report Links, Allow saving personal
customization, publish page to dashboard.

Other properties like we can add New Page ,Delete Page, Preview , Run and save.

viii) When we click on dashboard properties. The dashboard properties window will
display. Here we can set style from dropdown list.


We can Edit Filters and variables, Edit Dashboard report Links,In dashboard page we
can rename ,delete ,page up and down. Hide Page and Show add to Briefing Book
options.

ix)Here we rename the page as Brand Analysis.

Click Ok.

x)Here we see the dashboard page name in page column.


Click Ok.

xi)Now ClickSave and then ClickRun to see the result of dashboard.


Obiee11g building-brand-analysis-dashboard

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