Dashboarding and Reporting with

Oracle BI Enterprise Edition

April 2009

2008 KPMG Advisory Services Private Limited, the Indian member firm of KPMG International, a Swiss cooperative. All rights reserved.

Agenda : Day I
Introduction Oracles Enterprise Performance Management System Oracle BI Enterprise Edition Plus Architecture Session I Oracle BI Answers Navigation Create queries Format views and charts Add user interactivity and dynamic content Session II Oracle BI Interactive Dashboards Navigation Build a custom Dashboard to contain the requests and views 2 created

Introduction
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Oracles Enterprise Performance Management System

Oracle BI Enterprise Edition Plus Architecture

Interactive Reporting & Dashboards Publishing

Ad-hoc Analysis

Proactive Disconnected SmartView Detection Analytics and Alerts

Simplified Business Model and Abstraction Layer

Oracle BI Server

Intelligent Caching Services Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services

OLTP & ODS Systems

Data Warehouse Data Mart OLAP

SAP, Oracle PeopleSoft, Siebel, Custom Apps

Files Excel XML

Business Process

Oracle BI Enterprise Edition Plus Components

Oracle BI Interactive Dashboards

Provides fully interactive dashboards where scorecards/analyses build using Oracle BI Answers can be published along with a rich variety of visualizations. The dashboard would provide you with information filtered and personalized to your identity, function, or role based on predefined security rules. In addition, Alerts can be defined which would call your attention to specific anomalies or exceptions you would like to investigate immediately, thus saving you the trouble of sifting through volumes of data to find them yourself.

Oracle BI Enterprise Edition Plus Components

Oracle BI Answers
This is an ad hoc query and analysis tool. With this tool you can create new analyses from scratch or modify existing analyses using just a few Clicks & Drags. Exceptions can be automatically highlighted, using a rich variety of visual indicators, through the means of the conditional formatting feature. In addition, hierarchies can be built which enable guided drill downs from summary to progressive levels of detail.
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Oracle BI Enterprise Edition Plus Components

Oracle BI Delivers
This is an alert engine which can trigger workflows based on business events and notify you via your referred medium and channel. This means field sales representatives can receive a short message service alert on their cell phone and business managers can get a PDF / Excel attachment via e-mail

Oracle BI Enterprise Edition Plus Components

Oracle BI Briefing Books
This tools allows you to save Dashboard pages into a "Briefing Book" viewable by anyone with an Oracle BI Briefing Book reader. The Briefing Book provides a way to create snapshots of dashboard pages, view them offline, or share them with others. Multi-page Briefing Books have paging controls and are well-suited for presenting information to others. Briefing Books also provide a way to archive the information in a dashboard, or they can be saved locally (on a desktop, for example) and can be updated with a single click whenever the user chooses.

Oracle BI Enterprise Edition Plus Components

Oracle BI Publisher
This tools allows you to create Pixel Perfect reports, and documents such as checks, government forms etc. Users can work with familiar tools such as Microsoft Word or Adobe Acrobat for report layouts to create the formats.

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Key functionalities
Support for unstructured data Multi-dimensional OLAP capability Drill to transaction capability Proactive alerts MSOffice integration Role based security

Benefits
Single portal for enterprise wide information dissemination Enables user to quickly zero in on problem areas Enables automatic delivery of critical information Enables use of MSOffice tools as the interface for query, analysis and input Maintains confidentiality of information

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Session I Oracle BI Answers

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OBIEE Login Credentials

URL : User ID : Password :

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Login

Login

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Default Dashboard
Click the Answers link to navigate to the Answers start page.

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Oracle BI Answers
Select the Sales History subject area by clicking the SH link in the Subject Areas list.

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Oracle BI Answers
In the left-hand selection pane of the Answers interface, click the Plus icon next to Times to expand it. Expand the Calendar table and click the Calendar Month Desc column to add it to your query criteria, which appears in the right pane.

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Oracle BI Answers
Click the Calendar Month Name column to add it to your query. From the Products table, add the Prod Category column. Finally, add Measures > Sales Facts > Amount Sold (000). Your query should look like this:

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Oracle BI Answers
You can reorder the columns in your query by clicking and dragging them. Drag the Prod Category column in front of the columns from the Calendar table in your query. Your query criteria should look like this:

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Oracle BI Answers
Add a saved filter to the query to limit the data to the last 12 months (based on the SH data, this will cover from January to December 2001). Under Filters in the left-hand selection pane, expand the SH folder and click the Most Recent 12 Months. The Apply Saved Filter dialog box is displayed.

This filter has been created and saved in a shared folder so that it can be used by other users. The filter uses a variable defined as the value of the maximum month ID, which has been created in the Oracle BI repository metadata to ensure that it is synchronized with the data.
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Oracle BI Answers
Click OK in the Apply Saved Filter dialog box to add the filter to your query.

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Oracle BI Answers
To add a filter for the direct channel, perform the following steps: 1. Click the Criteria tabs, using the selection pane, add Channels > Channel Desc to your query criteria.

2. In the criteria pane, click the Filter button on the Channel Desc column to add a filter on that column.

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Oracle BI Answers
3. In the Create/Edit Filter dialog box, click the All Choices link to display all values for the column.

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Oracle BI Answers
4. Verify that the Operator for the filter is set to "is equal to / is in" and then click the Direct Sales value in the list of choices. Direct Sales is added as a value in the filter. Click OK to create the filter.

5. Click the Delete button (with and X) on the Channel Desc column to delete it from the criteria. You are filtering on the channel, but you don't need the column in your query.

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Oracle BI Answers
6. Your query criteria should look like this:

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Oracle BI Answers
7. Click the Results tab to view the results of your query.

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Oracle BI Answers
Return to the Criteria tab and remove the Channel Desc filter you just created by clicking the X next to the filter in the Filters section.

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Oracle BI Answers
To create totals and format results, perform the following steps: 1. To open the Edit Table view for your results, click the Edit view icon for the Table view in the Compound Layout.

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Oracle BI Answers
2. Click the Total By icon above the Calendar Month Desc column to add subtotals by month to your results.

The measure is totaled each time the value in Calendar Month Desc changes. In this case, the default aggregation rule (SUM) is applied. The default aggregation rule is set in the Oracle BI repository metadata, but can be overridden using controls in the Edit Formula dialog box accessed through the Edit Formula icon in the Edit Table view or the29Criteria tab.

Oracle BI Answers
3. Click the Grand Total button at the view level to add a grand total to your results.

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Oracle BI Answers
4. In the Display drop-down menu, select Results Only to eliminate the Header Toolbars.

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Oracle BI Answers
5. Scroll down to the bottom of the Results pane and click the All Pages button to navigate to the end of your results. Verify that the grand total that you set for the results is present.

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Oracle BI Answers
6. In the Display drop-down menu, select Header Toolbars with Results to access the Header Toolbars.

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Oracle BI Answers
7. Click the Column Properties icon above the Amount Sold (000) column. In the Column Properties dialog box, click the Data Format tab, select the Override Default Data Format option, then select Use 1000's Separator option and click OK. This will display a comma separator in the number results for the column.

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Oracle BI Answers
8. In the Edit Column Format dialog box, click the Save button. If you have permissions as a Web administrator, you can save the data format as the systemwide default for the column you are working with, or for all columns with the same data type.

Since you don't want to set this format as the system-wide default, click in the dialog box to close the Save menu.

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Oracle BI Answers
9. Click OK and verify that a 1000's separator is displayed in the results for the Amount Sold (000) column.

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Oracle BI Answers
To create a chart, perform the following steps: 1. Pick Chart in the View menu. By default charts are displayed as a Vertical Bar graph.

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Oracle BI Answers
2. Select Line from the Graph drop-down menu and 2D from the Type drop-down menu.

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Oracle BI Answers
3. Under the Legends icon in the column area of the left side of the Chart view, select Prod Category create a separate line in the chart for each product category. Click the Redraw button at the bottom to confirm the change.

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Oracle BI Answers
4. Click the Axis Titles and Labels icon. In the Left tab of the Axis Titles & Labels dialog box, select Custom Title and change the custom title to Amount Sold. In the Bottom tab, change the custom title to Calendar Month.

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Oracle BI Answers
5. Explore some of the other options in the Axis Titles & Labels dialog box. For example, you can toggle whether scale labels are displayed on the axes and set orientation guidelines for your labels. In addition, you can set overrides for the default data format on measures, similarly to the modification you made to the amount sold column in the steps above. Click OK. Your chart should look like this:

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Oracle BI Answers
6. Click the General Chart Properties icon. In the General dialog box, select Custom Title, enter Sales Last 12 Months as the chart title, and click OK.

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Oracle BI Answers
7. Click the Additional Charting Options icon. In the Additional Charting Options dialog box, click the Borders & Colors tab and set the background color to light gray. Click the color box for Background Color and, in the Color Selector dialog box, select light gray from the palette and click OK.

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Oracle BI Answers
8. In the Additional Charting Options dialog box, click the Grid Lines tab and set the major grid line color to white and the minor grid line color to light gray, using the same method as above. After you've set both colors, click OK to apply your changes.

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Oracle BI Answers
Your chart should look like this:

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Oracle BI Answers
9. Sort the legend by sorting the data. You want to sort by month in ascending order and then by sales in the last month in descending order: a. Click the Criteria tab and add the Measures > Sales Facts Current Month > Amount Sold (000) Current Month column to your query.

b. Click the Order By button in the Calendar Month Desc column. The arrow points up to indicate an ascending sort.

c. Click the Order By button in the Amount Sold (000) Current Month column twice. The arrow points down to indicate a descending sort, and the number 2 is displayed to indicate a secondary sort.
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Oracle BI Answers
10. Click the Results tab to verify that your sort has been applied to the legend in your chart. The legend is sorted to match the order of the lines in the last month.

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Oracle BI Answers
11.Select Compound Layout from the View drop-down menu.

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12.Click the Add View link and select Chart to add the Chart view to the Compound Layout view.

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Oracle BI Answers
13. Scroll to the bottom of the Compound Layout view and drag the Chart view above the Table view in the Compound Layout. A yellow line will appear when you have a valid insertion point.

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Oracle BI Answers
14. Click the Delete View icon in the Title view to delete it from the Compound Layout.

15.Click the Save Request icon. In the Choose Folder dialog box, click Shared Folders, then click the Create Folder button. In the Create Folder In Shared Folders dialog box, enter Learn and click OK.

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Oracle BI Answers
16. In the Save Request dialog box, click the Learn folder. Enter Category Sales as the name and click OK.

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Oracle BI Answers
To create and set the basic layout for a pivot table, perform the following steps: 1. Pick Pivot Table in the View menu. This opens the Pivot Table Layout page.

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Oracle BI Answers
2. Examine the default pivot table that's created and displayed below the layout controls. Measure labels for the measures in your query appear in blue as columns in the pivot table. Row headings for the dimensional attributes in your query are displayed in grey as rows by default. The measures are displayed at the intersection of the rows and columns.

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Oracle BI Answers
3. Deselect the Display Results option. This option displays the results of any layout modifications you make as you work in the Pivot Table layout. To speed performance, you will only view your results periodically.

4. Drag the Amount Sold (000) Current Month column from the Measures area to the Excluded area in your layout controls. When you see a blue line appear around the control, you have a valid insertion point and can drop the column.

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Oracle BI Answers
5. Drag the Calendar Month Desc column below the Measure Labels in the Columns area in your layout controls. When you see a blue line appear, you have a valid insertion point and can drop the column.

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Oracle BI Answers
6. Drag the Calendar Month Name column below the Calendar Month Description in the Columns area in your layout controls. Click the Display Results link to verify your changes in the pivot table.

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Oracle BI Answers
Your pivot table should look like this:

Deselect the Display Results link.

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Oracle BI Answers
To add calculations and formatting to the pivot table, perform the following steps: 1. You need to add a measure to your pivot table to display the percentage of total monthly sales for each product category. Duplicate the Amount Sold measure. Click the More Options icon in the Amount Sold (000) measure and select Duplicate Layer.

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