Oracle Business Intelligence and Data Warehousing Practice Notes and Knowledge Repository

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    This is Santosh Kumar Gidadmani, a Business Intelligence and Data Warehouse Enthusiast passionate about blogging articles in the BI, Data warehousing, space. This is my attempt to share my experience and knowledge on Oracle BI & Data Warehousing Subjects.

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Archive for June, 2011

Guided Navigation

Posted by Santosh Kumar Gidadmani on June 29, 2011

Guided navigation is one of the best features in the OBIEE Interactive Dashboard. Guided navigation helps users gain insight into business issues and appropriate actions to take based on results obtained from Oracle Business Intelligence. You can use guided navigation function to alert if the source report is meeting your set condition.
Let me take an example to demonstrate the function of guided navigation.
Let us assume that we have sales by region report and if any of the country’s sales drops by a set target baseline dollar. It should alert on the dashboard so that the country’s sale manager can look into the details of sales and take action based on the report.
Create two reports, one source report where you can set any condition and a target report where you want to display details based on the source report condition.
Source Report: Create a sales summary report as below and set a filter (target condition) as 7,27,972 on the amount sold column.

Target Report: Create a simple sales details report showing country wise customer report.
Create Guided Navigation on the Edit option of Interactive dashboard page.

On the source request section, upload the report which has condition (filter of sales target).
There are two types of links.
1. Static Link – If you select NO on the reference source request. It becomes static link and it will always appear on the dashboard.

2. Conditional link – If you select YES on the reference source request. It becomes conditional link and it will appear when the condition is met in the source report.

Select Yes on the reference source request. Upload the source report in the source request and click on NO on the show link.
Upload the target report (sales detail report) in target and provide a caption. You can also provide any URL in the target section.
Save the section and return to dashboard. Create a country name prompt on the dashboard. Select any country name in the prompt and click go. If the selected country’s sale is greater than target dollar, the guided navigation will not appear. If the selected country’s sale is less than the target, a guided navigation link will appear as below.

The selected country’s sale is below the set target condition, so you can see the guided navigation link appearing on the dashboard. Click on the link to get the detail report with customer sales as below.

– Santosh

Posted in Guided Navigation, OBIEE 10g, OBIEE 10g Dashboard | Leave a Comment »

Narrative View

Posted by Santosh Kumar Gidadmani on June 18, 2011

Use the Narrative view to add one or more paragraphs of text to appear with the results. Narrative text is useful for providing information such as context, explanatory text, or extended descriptions.
Let us take an example to create a narrative view to display top 10 sales by country.
Create a report with two columns country_name and sales_revenue. Sum the sales revenue to get the summarized view of sales by country.
In the compound layout, click on add view and select Narrative as shown below.

Provide the below information in the narrative view

Prefix: specify the header note for the view.
Narrative: Use the format @n to reference a column, where n represents its position of the column in the query criteria. @1 is country name and @2 is the sales revenue.
Prefix: specify footer note for the view.
Rows to display: specify the number of rows to display. Here I have taken 10 to display top 10 sales.
You can use html code for color and to break the row line.
Save the report and place the report in the dashboard where required

You can create any number of narrative views to provide the summary views on top of the dashboard.
– Santosh

Posted in Narrative View, OBIEE 10g, OBIEE 10g Answers | Leave a Comment »

Ticker View

Posted by Santosh Kumar Gidadmani on June 4, 2011

Ticker view is very effective in providing some highlight of the report or provding some static text to the viewers. Let us see some good use of ticker in the dashboard.

Let us create a sales report and show the sales summary using ticker view on the dashboard to provide a heads-up to the sale team.
How to create Ticker View
Create a report as usual with two columns, i will take country name column and sales column and apply sum function on sales column. On the compound layout, click on add view and click on ticker.

Remove the report from the compound view and click on the ticker edit view to modify it.

You can say Sales for @1 (column 1) is @2 (column 2). You can also use HTML markup to make it more attractive. Click on the compound layout check out the result.

Use this on the dashboard view to highlight the sales figures as below

– Santosh

Posted in OBIEE 10g, OBIEE 10g Answers, Ticker View | 1 Comment »

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