Slide ContentContributed by:
For use by Oracle employees and authorized partners only. Do not distribute to third parties.
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Title of Presentation
Presenter’s NamePresenter’s Title
Slide ContentContributed by:
<Insert Picture Here>
Module 4
Oracle BI User Interface
Slide ContentContributed by:
Objectives
• Understand various components of Oracle BI user interface
• Understand Oracle BI Answers, Dashboards and Delivers
• Use Oracle Answers to construct, modify, and save BI requests
• Navigate a Oracle BI Intelligence Dashboard
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Oracle BI User Interface
• Intuitive, self serve application that allows users to access analytical content within the Oracle BI solution
• Primarily consist of interactive Dashboards, Oracle Answers, Oracle Delivers and Administrative pages• Interactive dashboards are dynamic pages, prebuilt to user
requirements and shared among select group of users• Answers provides a self serve ad-hoc analytics environment• Delivers allows users to schedule and deliver prebuilt
requests based on time or events
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Intelligence Dashboards• Are pages in a Oracle BI application used to display:
• Results of one or more saved Oracle BI requests• Other content items, such as
• Links to Web sites• ActiveX objects• HTML text• Links to documents• Embedded content: images, text, charts, tables
• Are provided in Oracle BI applications• Can be created by Oracle BI users or application developers• Can be shared by common groups of users• Can be modified based on personal preferences and business
needs
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Accessing Intelligence Dashboards• To access Intelligence Dashboards, visit the application URL
(http://<host name>/analytics) and enter your login information• The application opens up with default dashboard (My
Dashboard)
Other dashboards that user has access to appear in the top list Dashboards display
request results and embedded content
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Dashboards Objects
Report views
Other links
Page Tabs
Embedded folder structure
Column Selector
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Dashboard Prompts• Allows users to filter the information on the entire dashboard with
a single selection• Can be applied on a single page or entire dashboard
Dashboard Prompts
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Accessing Saved Dashboards
• Select Dashboards tab to access saved dashboards in Oracle Answers
Dashboards can be saved in personal and shared folders
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Viewing Intelligence Dashboard Detail
Click to drill down
Dashboard displays detail data
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Viewing Different Data or View
• Select the available column / view from the drop down
Select from drop down
Displays selected column
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Viewing Embedded Requests• Click Modify button to view requests embedded in
dashboards
Click Modify button
Request opens up in Answers
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Dashboard Page Options• Allows additional interactive options
• Save selections and apply saved selections, bookmark etc.• Edit Dashboard link allows users to modify the dashboard
content (Depending on the privileges)
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Additional Dashboard Links
• More Products• Provides access to
additional components licensed
• Setting• Provides access to
Administration and My Account pages
• Links• Print, Refresh and Add
to Briefing Book
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Administration• User interface to perform administrative tasks,
accessible for OBI presentation services administrator
Install information for your solution
Administrative Tasks
Marketing Server Administration
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Oracle Answers
• Is the Oracle BI user interface used to query an organization’s data
• Provides a set of graphical tools to create and execute requests for information
The right pane displays the selected content and tabs for working with requests
Content is organized into virtual tables and columns
The left pane displays the content available to build a requests
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Starting Oracle Answers
• Can be accessed from the Answers link within the OBI application
My Dashboard screen appears after entering login credentials
Click Answers link to navigate Answers
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Subject Areas• Contain information about the areas of your
organization’s business• Have names that correspond to the type of
information they contain
Select a subject area to create a new request
Browse saved requests
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Creating Requests in Oracle Answers
• Steps for creating requests in Oracle Answers include:• Starting a request a request• Creating/Modifying request criteria• Changing column order• Displaying request results • Modifying results layout• Adding filters to requests• Saving a request
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Constructing a Request
• Select (Click) columns from presentation folders in the selection pane to create request criteria
Click columns to select request criteria
Request criteria is displayed in the workspace
Expand virtual table folder to display columns
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Modifying Request Criteria
• Format column• Edit column properties to control appearance and layout
• Edit formula• Add a new function, such as ranking or moving averages
• Add filter• Limit data that appears in a column
• Remove column• Remove a column from the request criteria
• Order by• Determine sort order (ascending or descending)
Click appropriate icons to modify the request
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Changing Column Order
• Drag and drop columns to change column order
Drag a column to another location to reorder the columns
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Displaying Request Results
• Click Results tab or Display Results button on the request
Results are displayed in compound layout format, includes the Title and Table views
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Modifying Results Layout
• Change views to control appearance of results
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Adding Filters to Requests• Filters limit request results
• Example: Limit the results of a request to list Regional Sales comparison for years after 2001
Filters can be saved and reused
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Creating and Editing Filters
• Use Create/Edit Filter dialog box to create and edit filters
Add Filter
Select values
Add values
Click OK
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Saving a Request• Use Save Request to save a request in a personal or
shared folder
Click Save Request button to open Choose Folder window
Choose personal or shared folder
Create a new folder
Provide name and description
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
Summary
• This module showed you:• Various components of Oracle BI user interface• Details of Oracle BI Answers, Dashboards and
Delivers• Navigate a Oracle BI Intelligence Dashboard• How to use Oracle Answers to construct, modify,
and save BI requests
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
Slide ContentContributed by:
For use by Oracle employees and authorized partners only. Do not distribute to third parties.
Top Related