OBIEE Training E2 (Oracle BI Presentation Server Report, Filter, Chart, View, Dashboard Creation ) OBIEE CoE - BT TEG Telecom 1 February 2016 Connect and log in 1 February 2016 Chart shows data on roll-over Time comparison Current month Tabbed pages Narrative Narrative summary Guided navigation Conditional formatting Dashboard Features e.g. 1 February 2016 Prompt Select columns Filter used Select measure to view in chart 1 February 2016 Pivot table section heading using formatting options Page selector Pivot table details 1 February 2016 Drill on charts 80/20 analysis Bubble chart to display three measures Drill to detail Navigate and pass value as filter View selector Quadrant analysis using percentile values 1 February 2016 "Drill" and "Navigate" Compared Drill Uses same view in same query, adds column (level key), sets filter (if click on value) Uses hierarchy defined in server metadata Results in more detail (less aggregation) Navigate Usually uses a different query as target Can pass a filter to the target query Filter = value clicked on OR (in case of pivot table fact) values on edges 1 February 2016 Answers: Select Subject Area 1 February 2016 Build Query Drag to change column order Click to expand or contract Click column to add it to the Criteria 1 February 2016 Logical SQL The next two slides are about SQL When you use Answers, you are creating "Logical SQL" Logical SQL references logical objects, not physical database objects The next slides compare the physical SQL that you might expect to see if you were using a query tool that only knew about physical tables, versus the logical SQL that the web server creates when querying logical objects These logical objects are defined in metadata and represent business concepts using business vocabulary 1 February 2016 Standard SQL (physical) SELECT c."Calendar Month Desc", c."Calendar Month Name", p. " Prod Category ", sum(f. " Amount Sold (000) " ) FROM Calendar c, Products p, "Sales Facts" f WHERE (c joins to f?, p joins to f?) GROUP BY c."Calendar Month Desc", c."Calendar Month Name", p."Prod Category" Columns in results ("projection list") Aggregation function: sum() Tables join syntax GROUP BY 1 February 2016 Logical SQL SELECT Calendar."Calendar Month Desc" saw_0, Calendar."Calendar Month Name" saw_1, Products."Prod Category" saw_2,"Sales Facts"."Amount Sold (000)" saw_3 FROM SH ORDER BY saw_0, saw_1, saw_2 No aggregation function No references to tables or databases source is subject area Default sorting No GROUP BY Projection list 1 February 2016 Advanced Tab Logical SQL is shown on the Advanced Tab You can write logical SQL by hand but it is much easier to use Answers to create it Other query tools can also create Logical SQL if they have a query builder and connect to the analytics server as an ODBC data source 1 February 2016 Advanced Tab Logical SQL XML defines the whole analysis Logical SQL and Views Caution: Editing SQL will wipe out all your view definitions. Note the "saw_x" column aliases. These are added automatically. 1 February 2016 Filter for Most Recent 12 Months To see only the data for the last 12 months, add a filter to the query Click on a saved filter in the left panel. 1 February 2016 Create a Filter Instead of using a saved filter, you could create a filter manually Suppose you wanted only to see data for the Direct sales channel 1 February 2016 Add filter for Direct Channel 1. Add Channel Desc column to query Left panel 2. Click filter button on column 3. View Choices 4.Click on Choices demo after next slide 1 February 2016 Add filter (continued) 5. Click OK 6. Remove column if not needed Final filter 1 February 2016 Extensive Filter Options Many operators Use variables or express in SQL Filter based on another query (subquery) Complex nested filters 1 February 2016 View Results Click on Results tab Or click here Or click here for specific data view: compound, table, chart, pivot 1 February 2016 Results in Compound Layout "View" Title View Table View with default settings 1 February 2016 Add Totals Click pencil icon to edit table view Click for subtotal when column value changes Click for Grand total 1 February 2016 Change Data Format Web administrators have these options 1 February 2016 Create a Chart Default chart Reformatted chart 1 February 2016 Reformat Chart Remove label on left axis Remove label on bottom axis Change attribute on bottom axis Abbreviate names on bottom axis Add Title (at top) Change Background color Change color of grid lines 1 February 2016 Re-sort Legend Why? Easier for reader to align legend with chart How? Add measure that will give desired sort order 1. Click 2. Click twice Primary, ascending Secondary, descending 1 February 2016 Create Pivot Table Move row headers to columns, sections, or pages Move measure names Show data as % of column or row Format sections with report elements (borders, padding, etc.) Add Calculated Items (e.g. special totals) 1 February 2016 Save Request Saves request in web catalog Create new shared folder Name the saved analysis Add a description 1 February 2016 Narratives Narrative view headlines the message of the chart 1 February 2016 Narratives how to 1.Create query to find data of interest 2. Select Narrative view 3. Create Narrative, means value in first second column 1 February 2016 Create a No Results View Shown in a dashboard when a query has no results same query 1 February 2016 Save 1 February 2016 Column Selector View Allows dashboard users to change what columns are in the query 1 February 2016 Create a Second Chart 1. Select Chart view 2. Select Duplicate View from pull down menu 1 February 2016 Add a View Selector Column selector Pivot table (renamed) selected 3D selected View selector 2D chart selected 1 February 2016 Creating a View Selector Save after this step 1 February 2016 Other Views : "Legend" Legend view can display meaning of symbols used in conditional formatting Legend controls 1 February 2016 Logical SQL View 1 February 2016 Create Shared Dashboard Dashboard to be shared by members of a web group Use Admin link to administer web catalog Create dashboard Dashboard needs group folder Use existing group folder Or create a new one 1 February 2016 Add Content to Dashboard When dashboard is empty 1 February 2016 Dashboard Prompts Dashboard prompts allow users to change or set filters Filter view displays filter values 1 February 2016 Dashboard Prompt Options Multi-select Single value Edit box 1 February 2016 Constrained Choices Possible Country values constrained by choices in Country Region and Country Constrain checked 1 February 2016 Dashboard Prompt Scope 1 February 2016 Prompt Formula Must = Column Formula Prompt column formula = Customers."Country Region Match Concatenate an empty string Not a Match Dashboard Prompt Contd., 1 February 2016 Default value of filter If the query criteria contains a filter, the filter set in the dashboard prompt will override it. For a query to be affected by a dashboard prompt, it must have a filter set on the same column either a specific value or "is prompted". 1 February 2016 Create Shared Filter Filters can be shared and use a repository variable (e.g.maxYear cf. My Dashboard) Need a shared folder Use this repository variable And create this shared filter 1 February 2016 Navigate (not drill) Create target analysis. Save it. Filters, either specific or "is prompted" 1 February 2016 Navigation from Pivot Table Column Properties of "Amount Sold (000)". When navigating from a pivot table, clicking on the measure will pass values of column and row header to target analysis as filters. 1 February 2016 Navigation from Chart Set Interaction in Chart Options 1 February 2016 "Drill in Place" Section property affects drill behavior in dashboard Note that drilling adds a column to the query WMV shows default drill, then drill in place Create query. Embed in dashboard. Drill. Change section properties to "drill in place". Compare. 1 February 2016 Dashboard Editor FAQ New Page Delete a dashboard page? Rename a page? 1 February 2016 FYI: Guided Navigation Sections 1 February 2016 Creating Column Breaks 1 February 2016 Pivot table charts Pivot table shows data as % of column. Chart shows data values. Chart always shows data in "cube" not transformation of data shown in pivot table. Chart pivoted results checked 1 February 2016 Aggregation rules Formula dialog contains aggregation pull down Rule set here affects totaling in pivot table and table. Setting may correct problems in charting e.g. stacked columns. "Default" may not have much meaning if you use column formulas. 1 February 2016 Web Formulas Good uses Aggregation "by" Rsum and other "display functions" (std dev, rank, ntile, etc.) Apply custom heading after creating formula Drawbacks Not available outside the analysis Creates problems for localization Agg rules? May have to set explicitly. Possible source of error (>1 "version of truth") Use f x 1 February 2016 Conditional Formatting: How To Use Column Properties, Conditional Format tab 1 February 2016 THANK YOU