OBIEE11g Dashboard Building Practical Guide

                                    OBIEE11g Dashboard Building Practical Guide
                                                   “Geo Prompter Dashboard”

BISP is committed to provide BEST learning material to the beginners and advanced learners.
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, Maps, Action Links 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 Geo Prompter Maps 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 EXPERTS.

History:

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


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

Time to Complete
Approximately 120 min.

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

Dashboard: Single user interface to show the complete company stats in common windows. A corporate dashboard can have several tabs and sub tabs It may consists of i.e Chart, Pivot, Tabular, Maps can be placed in one Dashboard.

Analysis — Business Users make ad-hoc 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 Prompts.

Pivot: Cross Tabular layout of the information.

Chart: Graphical view of the business data.

Gauge: An alternate way to display in the format where users require to evaluate the performance.

Map: A map view can show a map of a city with the zip codes color-coded by sales performance, while an image marker displays the average discount given per order.

Software and Hardware Requirements
The following is a list of software requirements:
· Oracle Database 11g
· OBIEE11g 11.1.1.5


Table of Contents

i) Dashboard Prompt : Revenue Between                                                            4
ii) Analysis : Order, Revenue, Unit Price By Customer and Establishment          12
iii) Chart : Order, Revenue, Unit Price By Customer and Establishment             36
iv) Map : Revenue by geographical locations                                                      46
v) Dashboard : Building Complete Dashboard                                                    58

                                                       Sample Sales Reengineering                                   


Objective: As a part of our spreading knowledge for OBIEE11g, are going to
create the below Dashboard. The dashboard is divided into multiple objects
(Analysis, Prompts, Chart, Maps 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.

DashBoard Prompt “Revenue Between”
Step 1):- Create a new dashboard prompt.
i)To create a dashboard prompt, login into Analytics and go to right
pane Click - New and select dashboard prompt and select a Subject Area.

ii) After selecting subject area, create dashboard prompt window will display. Here we have preview, add, open prompt for catalog, insert page break, edit, delete options.

Now, Click the button to add a new prompt ,We have three choices.
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
iii)Click the button and Select - Column Prompt.

a) After Column Prompt option has been selected, Select Column window will display. Choose column from subject area Sample Sales within Select Column window .

Click - Ok.

b) After choosing the column, Click Ok, the New Prompt window will
display. Here we specify the following properties.
Label - Revenue
Operator - is between
User Input - Slider
Slider Values - Within Specific Limits
          i)Lower Limit - 0
          ii)Upper Limit - 10000
Check - Require user input
Check - Compress Values (e.g. 1000 = 1k)
Default selection - Specific Values
         i)Default Low Value - 0
         ii)Default High Value - 10000
Slider orientation - Vertical
Slider size - Medium
Set a variable - None

































Click - Ok.
c) After clickinging ok , we see the prompt in prompt label and In display pane we see the view of prompt.

iv) ) Again Click the button and Select - Column Prompt.

a) After selected Column Prompt option, Select Column window will display. Choose column from subject area Sample Sales within Select Column window.

Click - Ok.
b ) After chose the column and Click Ok then the New Prompt window
will display. Here we specify the following properties.
Label - T05 Per Name Year
Operator - is equal to / is in
User Input - Check Boxes
Check Boxes Values -- Specific Column Values
Click on + Select Values option

After clicking on select values option, the Select Values window will display . Select values which we want from Column Values pane and Click - Move .We see the selected values in Selected pane.

Click - Ok , After Click - Ok we see the selected within Specific Column Values and Set the remaining properties. Default Selection - None , Check Boxes Width - Dynamic , Set a variable - None .

After set all properties Click - Ok.
c) After clicking ok , we see the prompt in prompt label and In displaypane we see the view of prompt.

v)Now , Click on Save as button , After clicking on Save as button, Save as window will display here we give the name as Map Prompt Revenue of prompt and we also see the location where the prompt  saved as /Shared Folders/sample reports.

Click - Ok.
Analysis : Order, Revenue, Unot Price By Customer and Establishment.
Step 2):- Now, we create the first report of Geo Prompter dashboard called as
i)Click on NewAnalysis then chose subject area from Select Subject Area.

ii)After Select a Subject Area then the below window will open , Select tables column from left side Subject Area pane within Criteria. Here we can double click on tables column or drag and drop tables columns from Subject Area pane to Selected Columns pane as below.

iii)Here we see all the selected columns of tables from Subject Area pane to Selected Columns pane.

iv) In Ship To Geo Codes(R64 Latitude) - Edit Formula.

a)Edit Column Formula window will display.
In Edit Column Formula , Here we change Column Heading from R64 Latitude to Latitude , Check -Custom Headings , Aggregation Rule(Total Rows) - Default (None).

Click - Ok.
v) In Ship To Geo Codes(R65 Longitude) - Edit Formula.

a)Edit Column Formula window will display.
In Edit Column Formula , Here we change Column Heading from R65 Longitude to Longitude , Check -Custom Headings , Aggregation Rule(Total Rows) - Default (None).

Click - Ok.
vi) In Ship To Regions (R69 Establishment Name) - Edit Formula.

a)Edit Column Formula window will display.
In Edit Column Formula , Here we change Column Heading from R69 Establishment Name to Establishment , Check - Custom Headings, Aggregation Rule(Total Row) - Max.

Click - Ok.
vii) In Base Facts (1-Revenue) - Edit Formula.

a)Edit Column Formula window will display.
In Edit Column Formula , Here we change Column Heading from 1- Revenue to Revenue , Check - Custom Headings , Aggregation Rule(Total Row) - Default(Sum).

Click - Ok.
viii) In Base Facts (Revenue) - Column Properties.

a) Column Properties window will display. In Column Properties, Here we Select Interaction tab .

b)Set Interaction tab Properties. Column Heading(Primary Interaction) - Default(Drill) ,

c)After Selected Value(Primary Interaction) - Action Links the Action Links Box will display . Click - Add Action Link option to add new action links.

d)After clicking - Add Action Link option then the New Action Link window will display. Here In New Action Link window Click - Select Action.

e)After clicking on Select Action option then the Select Action window will display. Select - Visit Pipeline Application.

Click - Ok.
f)Here we see the in Action - Visit Pipeline Application , Show Link - Always.

Click - Ok.
g)Here we see the Link Text , Action , Show Link.

Click - Ok.
ix) In Base Facts (1-Revenue) - Edit Formula.

a) Edit Column Formula window will display.
In Edit Column Formula , Here we change Column Heading from 1- Revenue to Quartile , Check - Custom Headings , Aggregation Rule(Total Row) - Default(Sum).

b)Click - Function ,After clicking on function the Insert Function Window will Display.

Selected Function - NTile
Syntax -NTILE(expr ,numTiles)
Where - expr is any expression that evaluates to a numerical value.
numTiles is a positive, nonnull integer that represents the number of tiles.
Click - Ok.
c)After clicking - Ok ,we see the column formula in Edit Column Formula window.

Change numTiles to 4.
Click - Ok.
x) In Customers (C1 Customer Name) - Edit Formula.

a)Edit Column Formula window will display.

In Edit Column Formula , Here we change Column Heading from C1 Customer Name to Customer , Check - Custom Headings , Aggregation Rule(Total Row) - Default(None).

Click - Ok.
xi) ) In Time (T03 Per Name Qtr) - Edit Formula.

a) Edit Column Formula window will display.
In Edit Column Formula , Here we change Folder Heading from Time to Customers , change Column Heading from T03 Per Name Qtr to Qtr , Check - Custom Headings , Aggregation Rule(Total Row) - Default(None).

Click - Ok.
xiv) In Counts (31 # of Orders (Cnt Distinct) ) - Edit Formula.

a) Edit Column Formula window will display.
In Edit Column Formula , Here we change Column Heading from 31 # of Orders (Cnt Distinct) to Orders , Check - Custom Headings , Aggregation Rule(Total Row) - Default(None).

Click - Ok.
xv) After set all properties we see the tables column as below.

xvi)Click - Create a filter for the current Subject Area .

1)Select Column window will display. Select column R55 City.

Click - Ok.
1.1)New Filter window will display Select Operator - is equal to / is in and Click - More Search option.

1.2) Select Values window will display. Select value from left pane and Click - Move button then we see the selected value in Selected pane.

Click - Ok.
1.3)After clicking - Ok we see the selected value San Francisco in value drop down list.

Click - Ok.
2) Once again Click - Create a filter for the current Subject Area .
After clicking on Create a filter for the current Subject Area . Select Column window will display. Here we Select column Revenue.
Click - Ok.
2.1) New Filter window will display Select Operator -  is greater than or
equal to and Value - 3000.

Click - Ok.
3) Once again Click - Create a filter for the current Subject Area .
After clicking on Create a filter for the current Subject Area . Select Column window will display. Here we Select column T05 Per Name Year.
Click - Ok.
3.1) New Filter window will display Select Operator - is prompted.

Click - Ok.
xvii) After creating all filter we see these filter .

xviii) Click - Result tab and see result. Then Click - Edit View.

a)After clicking - Edit View , the edit view window will display.

b)Exclude the unwanted columns which we don't want to see in resultant table. Click - and Select - After , in Column and Measures and Ship To Region (Establishment) , After Selected - After option we see.

c)Here we change the columns position Orders replace Revenue in Columns and Measures within Table.

d) Click - Table Properties and In style tab set it's related properties. Paging Controls - Button ,Display Folder & Column Heading - Only column headings , Check - Enable alternating row "green bar" styling , Check - Listen to Master- Details Events , Event Channels - MD1.

Click - Ok.
e)After set all the properties Click - Done.

f) After clicking - Done we see the result.
 

Chart : Order, Revenue, Unit Price By Customer and Establishment
Step 3):- Click - New View - Graph - Line Bar - Default (Standard).

i)After clicking on New View - Graph - Line Bar - Default (Standard).The Graph View is displayed in result window.

ii) Click - Edit View on Graph .The Edit View window will display.

a) In Edit View window Click - Section ,The Section Property window will display. Here we set Maximum number of section slider values - 50.

Click - Ok.
b) In Edit View window set all the properties like Check - Display as Slider, Place the columns in Measures within Line Bar Graph , Bars(Vertical Axis 1)  - Revenue ,Lines(Vertical Axis 2) - Unit Price ,In Bars and Lines Group By (Horizontal Axis) - Qtr, Vary color By (Horizontal Axis) (Check - Show In Legend ) and Exclude the columns which we don't want to show in result are - Latitude , Longitude , establishment, Quartile ,Customer , Orders.

c) In Sample show Revenue , Unit Price.

d) Click - Graph Properties ,The Graph Properties windows will display. In General tab we set the properties like Canvas Width - 400 , Canvas Width - 250 , Legend Location - Top , Check - Listen to Master-Detail Events, Event Channels - MD01, Check - Animated Graph on display.

Click - Ok.
e) Go to Style tab and set it's properties. Style - Rectangle (Select from drop down list) , Click - Style and Conditional Formatting.

e.1) After clicking - Style and Conditional Formatting .The Style and Conditional Formatting window will display. In Style Formatting Click - Add Position.

e.2) After clicking - Add Position, the Position show 1 and when we click on color box the Color Selector window will display, Here we select a color and Click - Ok.

e.3)After clicking - Ok . Here we see the selected color.

Click - Ok .
Click - Ok .

f) Go to Scale tab and set it's properties like AxisLimits - Default(Dynamic),Tick Type - Specify.

Click - Ok.
g) Go to Titles and Labels tab and it's properties. Click - Vertical Axis 1 Labels.

g.1) After clicking - Vertical Axis 1 Labels. Format: Vertical Axis 1 Labels window will display. In Display Option set properties Scale Labels - default(Show) , Label Orientation 0 degree , Abbreviate - Thousands(k).

g.2) Go to Font Format tab and it's properties like Size - 10.

Click - Ok.
g.3) Click - Horizontal Axis Labels and set it's properties like Size - 10.

Click - Ok.
g.4) After set all the properties of Titles and Labels we see the below image.

Click - Ok.
h) After set all the properties Click - Done.

i)After clicking - Done , We see the result.

Map : Revenue by geographical locations
Step 4):- Click - New View and Select - Map.

i) After Selected Map option .

ii) Click - Edit View on map. The map edit view window will display.

a)Here In map edit view window, Click - Map Properties.
a.1)After clicking on map properties , the map properties window will display. In canvas tab set it's all properties. Canvas Size - Custom , Width - 550 px , Height - 300 px .

a.2)Go to Tools tab and Check all the check boxes here present .

a.3) Go to Interaction tab Uncheck the check box ,if it's checked.

a.4) Go to Labels tab.

Click - Ok.

b)Select - OBIEE_SF_MAP1 from drop down list.

c)After Selected - OBIEE_SF_MAP1 from drop down list. The map view display.

d)Click - View and Select - View all Formats.

 e)Click - New View and Select - Image.

f)After selected Image option , Now Select - Custom Point Layer.

g) After Selected - Custom Point Layer. The Image( Longitude , Latitude ) window will display. Here we set the properties like Check - Name Automatically , X(e.g. Longitude) - Longitude , Y(e.g. Latitude) - Latitude , Tool Tips - Longitude; Latitude ; Revenue , Vary Image By - Revenue , Bin
Type - Percentile Binning , Bins - Quartile (4) . Select Label - First Quartile - image.

g.1) Select Image window will display. Here we Click - image in left pane. After clicking - the image, next select image window will display and here we Click - the image in right pane.

Click - Ok.
g.2) Similarly Select Second , Third and Fourth Quartile Label images and do the same procedure as above.

Click - Ok.
g.3) After clicking - Ok , we see the selected images in Image window.

Click - Ok.
h)After set all the properties Click - Done.

iii) After clicking - Done , we see the result and Click - Edit View in Title.

iv)After clicking - Edit View in Title . The Title edit view window will display. Here we set it's properties like Title - Geo Prompter , Started Time - Display date and Time . Here we also see the Title , Date and Time .

After set all the properties Click - Done .
v) After clicking - Done we see Title , Date and Time in result.

vi) Now Click - Save As button , Save As window will display , Here we Click - New Folder.

vii) After clicking - New Folder , the New Folder window will display.

viii) Here we see the Newly created folder and report name.

Click - Ok.
ix) We see the report name in below image.

Building the Dashboard
Step 5):- Now we create a dashboard. Click - New and Select - Dashboard or directly go to Dashboard option in Analysis and Interactive Reporting.

i) New Dashboard window will open and here we set the properties like Name - Practice Dashboard, Location - /Shared Folder / 0.Overview/Dashboards ,Content - Add content now.

 Click - Ok.
ii) After clicking - Ok ,We see dashboard page ,her e in dashboard page we see dashboard objects, Catalog, Add dashboard page, Delete dashboard page, Preview ,Run , Dashboard properties.

iii)Click - Dashboard Properties.

 iv)After clicking - Dashboard Properties ,the dashboard properties window will display. Here we see the properties like Rename, Edit, Delete etc.

Select the Page1 row and Click - Ok.
v) Click - Rename option, After clicking - Rename the Rename window will display, Here we write the Name - Geo Prompter Dashboard.

Click - Ok.
vi) We see the dashboard name in Page1 row.

Click - Ok.
vii) After clicking - Ok , we see the dashboard name in the dashboard page. Here we drag Column and Section Dashboard Objects, from left side of Dashboard Objects pane and drop in to right side pane.

ix) Now we drag and drop Map prompt Revenue and Geo Prompter in section within column from Catalog left side pane.

x) Click Column Properties.

xi) After clicking - Column Properties, we see the Column Properties window, here we set its properties like Indent(Left Padding) - 0, Top Padding - 0 , Right Padding - 0, Bottom Padding - 0.

Click - Ok.
xii) Click - Save option and then Click - Run option. After clicking - Run we see the resultant complete Geo Prompter Dashboard.