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Practice 1-1: Creating Requests in Oracle


Business Intelligence Answers
Goals To create and format requests
Scenario You need to query data from the Supplier Sales subject area and format the
results.
Outcome You will have saved formatted requests that return business intelligence
data.
Time 2530 minutes
Instructions
1. Start Oracle Business Intelligence Presentation Services.
a. Select Start >Programs >Oracle Business Intelligence >Presentation
Services.
b. Enter the following information to log in:
User ID Administrator
Password Administrator
c. Click Log In.
2. Click Answers to navigate to the Oracle Business Intelligence Answers start
page. If the SupplierSales subject area is not displayed in the Subject Areas list on
the Business Intelligence Answers start page, click the browser refresh button.
3. In the Subject Areas section, click SupplierSales. The SupplierSales subject area
appears in the left selection pane.
4. Expand the Customers table to display the columns.
5. List the columns in the Customers table:






RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


6. Create a request for customers by state.
a. In the Customers table, click the State column. What happens in the right
pane?



b. In the Customers table, click the Customer column. What happens in the right
pane?



7. Review the results of the request you just created.
a. In the right pane, click the Results tab.
b. Notice that the results appear in a table format within the Compound Layout.
This is the default. What are three ways to review results in the table format?



c. Scroll down and click the Next Page button to view the next set of rows
in the table.
d. Click the All Pages button to view all the rows in the table.
e. How many rows of data are in the table for this request?



f. Select Table from the drop-down view list.
g. Click the Table View Properties button to explore the properties you can
set for the table in the Edit View dialog box.
h. Click Cancel to close the Edit View dialog box.
i. Click the Refresh button to refresh your results. This is the Answers
refresh, not a typical browser refresh.
j. Notice that the display currently includes header toolbars, which allow you to
access the request criteria tools to add column formatting and filters, modify
column formulas, and delete columns.
k. Select Results Only in the Display drop-down list to view the results without
the header toolbars.
8. Modify the request by adding a column.
a. Expand the SalesFacts table and select the Dollars column. The Dollars
column is added to the request. Check your results:

RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


b. Click the Criteria tab to verify that the Dollars column was added to your
request criteria.

9. Save the request in a new folder.
a. Click the Save Request button . The Save Request dialog box is displayed.
b. Click the Create Folder button. The Create Folder dialog box is displayed.
c. Name the new folder. Enter My Sales in the Caption field.
d. Click OK. A new folder is created in My Folders.
e. Click the My Sales folder.
f. In the Namefield, enter Sales by State.
g. Click OK.
h. The request is saved in the My Sales folder in the My Folders section of the
Oracle BI Presentation Catalog.
10. View the saved request in the catalog.
a. Click the Answers link.
b. In the Catalog section, select My Folders > My Sales to see your saved
request.
c. Click Sales by State. What happens?



d. Click the Modify button. What happens?



11. Modify the request to sort data by state, then by dollars in descending order.
a. Click the Order By button in the State column. The button changes to the
Order Ascending button .
b. Click the Order By button twice on the Dollars column. The button changes
to the Order Descending button with a 2.
Note: The 2 on the button indicates that this is a secondary sort. In this case,
the State column represents the primary sort.
12. Click the Results tab to verify the sort.
13. Format dollars to appear with two decimal points.
a. Click the Criteria tab.
b. Click the Column Properties button in the Dollars column. The Column
Properties dialog box is displayed.
RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


c. Click the Data Format tab.
d. Check the Override Default Data Format check box.
e. Select Currency from the Treat Numbers As drop-down list.
f. Select $ from the Currency Symbol drop-down list.
g. Select 2 from the Decimal Places drop-down list.
h. Click OK.
14. Click the Results tab to verify the formatting.
15. Change the format again to appear as whole dollar amounts without decimal
points.
a. Click the Criteria tab.
b. Click the Column Properties button in the Dollars column. The Column
Properties dialog box is displayed.
c. Click the Data Format tab.
d. Select 0 from the Decimal Places drop-down list.
e. Click OK.
f. Click the Results tab.
16. Center the alignment of the customer column.
a. Click the Edit View button for the table below the title in the Compound
Layout.

b. Select Header Toolbar with Results in the Display drop-down list.
c. Click the Column Properties button in the Customer column. The Column
Properties dialog box is displayed.
d. Click the Style tab.
e. Select Center from the Horizontal Alignment field drop-down list.
f. Click OK.

17. Repeat the process and set the Vertical Alignment of the State column to Top and
examine the results.
18. Return the Customer column settings back to the defaults and check the results.
RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


19. Modify the Customer column heading.
a. Click the Column Properties button in the Customer column.
b. Click the Column Format tab.
c. Select the Custom Headings check box.
d. Enter Customer Name in the Column Heading field.
e. Click OK.
20. Navigate to the Criteria and Results tabs and verify that the new name is
displayed in both places.


21. Set up conditional formatting on the Dollars column.
a. Click the Criteria tab.
b. Click the Column Properties button in the Dollars column.
c. Click the Conditional Format tab.
d. Click the Add Condition button.
e. Select Dollars from the drop-down list. The Create/Edit Filter dialog box is
displayed.
f. Select is less than from the Operator drop-down list.
g. Enter 250000 in the Value field.
h. Click OK. The Edit Format dialog box is displayed.
i. Click the Color button.
j. Select red from the color selector and click OK.
k. Select Bold from the Style drop-down list.
l. Click OK.
m. Repeat the process and create the following conditional formatting:
Criteria Operator/Value Color Style
Doll ars is between 250000 and 500000 Blue Bold
Doll ars is greater than 500000 Green Bold

RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841



n. Click OK to close the Column Properties dialog box after you finish.
o. Click theResults tab to view the conditional formatting.

p. Save this request as a new request in your My Sales folder. Name the request
Formatted Sales By State.
22. Add formulas to your request.
a. Add a formula to the request to increase the dollar amount by 10 percent.
i. In the Dollars column, click the Edit Formula button. The Edit
Column Formula dialog box is displayed.
ii. Click at the end of the column name in the Column Formula field.
iii. Click the Multiply button in the Formula Editor.
RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


iv. Enter 1.10.

v. Click OK and verify that the dollar amount increases in your results.
The criteria for SalesFacts should look like this:

The results should look like this:

b. Add a formula to the request to rank customers by dollar sales and sort by
state.
i. In the Dollars column, click the Edit Formula button.
ii. Select the text in the Column Formula field.
iii. Click the Function button. The Insert Function window appears.
iv. Expand the Aggregate functions group and select Rank. Notice that a
description of the Rank function appears in the bottom of the window.
RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


v. Click OK.

vi. Click OK and verify that your results are ranked.

vii. In the Dollars column, click the Edit Formula button.
viii. Complete the syntax by adding the by statement to the expression in
the Column Formula field: Rank(SalesFacts.Dollars*1.10 by ).
ix. With your cursor at the end of the expression in the Column Formula
field (inside the parentheses), add the State column by clicking the
Column button and selecting State.

x. Select the Custom Headings check box.
RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


xi. In the Column Heading field, enter RANK(Dollars By State).
xii. Click OK.
xiii. Click the Criteria tab to check your request:

c. Change the format of the column to eliminate the $ sign from the custom
formatting because now you will be showing results as a rank.
i. In the RANK(Dollars By State) column, click the Column Properties
button.
ii. Click the Data Format tab.
iii. In the Treat Numbers As drop-down list, select Number.
iv. Click OK.
d. Click the Results tab to view the results.


23. Save the request to the My Sales folder.
a. Click the Save button. The Choose Folder dialog box is displayed.
b. Verify that the Folder field indicates My Folders: My Sales.
c. Enter Ranked Sales by State in the Name field.
d. Click OK.
RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841


Solutions 1-1: Creating Requests in Oracle
Business Intelligence Answers
Answers
8. List the columns in the Customers table:
Region, Sales District, Sales Rep, Customer, Address, Phone, City, State,
and Route Code
9.a. In the Customers table, click the State column. What happens in the right
pane?
The State column is added to the request criteria.
9.b. In the Customers table, click the Customer column. What happens in the
right pane?
The Customer column is added to the request criteria.
10.b. What are three ways to review results in the table format?
Click the Results tab, click the Table button, or click the Display Results
button.
10.e. How many rows of data are in the table for this request?
136
13.c. Click Sales by State. What happens?
The request is executed and the results are displayed in the workspace.
13.d. Click the Modify button. What happens?
The request is ready for editing.








RR I-TEC,,#209,Ni lagiri Block, Adithya Enclave @8790998182,8801408841