Obiee 101 - Dashboard Fundamentals Coursework PDF

BICG University
Course 101
Dashboard Fundamentals
Version 01.21.09
Copyright
Copyright 2008, BI Consulting Group, LLC. All rights reserved. No part
of this material may be reproduced, stored in a retrieval system or
transmitted by any means, electronic, mechanical, photocopy, recording
or otherwise, without written permission from the authors.
BICG training materials are intended for the use of students who have
paid for and have attended BICG training. Please contact BICG for
information on receiving additional training materials:
http://www.bicguniversity.com
2008 BICG University
Course Welcome
Welcome to BI Consulting Groups Dashboard Fundamentals class!
BI Consulting Groups comprehensive

training program reflects the best practices
developed
after
more
than
200
implementations of Oracle BI Enterprise Edition
(formerly Siebel Analytics). Our curriculum is
designed to not only provide a functional
understanding of the variety of Oracle BI and
data warehousing tools, it also provides a
wealth of advice, tips, and tricks designed to
fully take advantage of all aspects of OBIEE
before, during and after a project.
Our classes operate in an immersion environment, designed to allow the
student to become fully engaged in all aspects of the class curriculum
through a series of real world exercises.
Unlike other training
organizations that use trainers who have never actually implemented the
software or built a data warehouse, BI Consulting Group taps into our
wealth of experienced consultants to act as trainers and mentors. The
best practices, tips and tricks developed by our team will allow you to
push your data warehouse and Oracle BI Enterprise Edition
implementations to the limit.
Mike Jelen
[Vice President of BICG University]
651.338.4422
mike.jelen@biconsultinggroup.com
3
The Key to our Exercise

Throughout our exercises, youll occasionally see yellow Post-it notes
sprinkled throughout. These are topics that we may call out and discuss in
class, or we might suggest that you review others on your own time.
These notes are designed to further your knowledge about the Oracle BI
Enterprise Edition; on BI Best Practices; on Tips and Tricks to enable you
to rapidly develop applications using OBIEE; and other notable topics. We
strongly believe that the better educated you are on each of these topics,
the better prepared youll be.
Our notes key is below:
Light Bulb: These notes will provide advice, tips or tricks

that weve developed over the years, or points to ponder.
Question Mark: These are questions that well be debating in
class. Many of these will have no single correct answer,
instead, theyre designed to expand your thinking about
pertinent topics.
Drafting Table: These are exercises that well be working on
in class. At BICG we believe in following standards and best
practices, but we dont believe in limiting creativity. These
exercises are your chance to flex your creative muscles!
Agenda
Time
Topic
15 minutes
Introductions and Overview
20 minutes
Exercise #1 Dashboards and Pages Page 6
20 minutes
Exercise #2 Sorting Page 15
20 minutes
Exercise #3 Drilling Page 21
30 minutes
Exercise #4 View Selectors Page 30
15 minutes
Exercise #5 Column Selectors Page 51
25 minutes
Exercise #6 Prompts Page 57
25 minutes
Exercise #7 Selections Page 65
30 minutes
Exercise #8 Printing and Downloading Page 79

Tips and Tricks Cheat Sheet Page 93
Glossary Page 94
Exercise #1
Dashboards and Pages
6
1.6
Exercise #1
Exercise Objectives:
In this lesson we will review the fundamentals of logging
in and navigating through dashboards and using
dashboard pages.
Content:
1.
Logging into OBI EE.
2.
Viewing Dashboards.
3.
Using Dashboard Pages.
Logging into OBI EE

Go to the following URL to get to the training website:
https://obiee.bicguniversity.com/analytics/
You will see the following login screen. Your User ID and
Password will be provided by the instructor at the start of the
course.
When using OBI EE within your organization, if Single Sign-on (SSO)

has been implemented you will not need to enter a User Id and
Password since OBI EE will use the Username and Password you used
to login to your computer.
Dashboards
A dashboard is made up of sections of information that can contain items such
as results from Oracle BI Answers which are requests. A request provides answers to
business questions. It allows you to explore and interact with information, and present
and visualize information using charts, pivot tables, and reports. You can save, organize,
and share the results. Requests that you create with Oracle BI Answers can be
integrated into any Oracle BI home page or dashboard. Results can be enhanced through
charting, result layout, calculation, and drilldown features. For this course we will be
mostly working with requests.
Dashboards can also contain external Web content, HTML text, graphics, embedded
objects, and links to other sites.
You can set a certain dashboard to be your default dashboard so that when you log in
you will be taken to that dashboard. The dashboards that you have access to will be
listed across the top of the screen.
My Dashboard
Typically, you will be defaulted to the My Dashboard dashboard. This is similar to a

sandbox where you can customize your Dashboard as you see fit. No other user can
view the layout and customization made to the My Dashboard. Click any of the other
Dashboard links to view the Dashboard Pages on that particular Dashboard.
Remember, clicking a Dashboard link to the right of My Dashboard

will open that particular Dashboard.
10
10
Dashboard/Pages
Pages (sometimes referred to as tabs) are a simple way of organizing similar content,
whether for viewing or printing. You may navigate from page to page by simply singleclicking the page name.
Clicking the Page (tab) will navigate to another page that contains a
grouping of similar content.
11
11
Step 1: Open Dashboard

4
12
1.
Log into the OBI EE training web site:

https://obiee.bicguniversity.com
2.
Enter the User Id and Password provided by your

instructor.
3.
The two dashboards that you have access to are My

Dashboard (displayed) and Dashboard Fundamentals.
4.
Click Dashboard Fundamentals to open that dashboard.
12
Step 2: Navigate Dashboard Pages

2
13
1.
This dashboard has two pages Sales

Performance (displayed) and Usage Tracking.
2.
Click Usage Tracking to open that page.
13
The Result!
14
14
Exercise #2
Sorting
15
1.15
Exercise #2
Exercise #2
In this lesson we will review the fundamentals of using
sorting to customize your dashboard page.
16
Content:
1.
Sorting a request in descending order.
2.
Sorting a request in ascending order.
Sorting
Sorting is yet another way to customize each request. A column can be
sorted if a hand appears when you mouse over it. Click the column once
to sort ascending; click it again to sort descending. A small gray arrow will
appear to indicate visually which column is being sorted.
Heres the same request re-sorted by Dollars.
17
17
Step 1: Re-sort Request
18
1.
Open the Dashboard

Fundamentals dashboard.
2.
Navigate to the Sales

Performance page.
3.
Find the Exceptions! Top and

Bottom Performers request.
4.
Click the Market column two

times.
18
The Result!
The request is now sorted by Market in descending order.
1.
19
Click the Year Ago Dollars column

one time.
19
The Result!
The request is now sorted by Year Ago Dollars in ascending order.
20
20
Exercise #3
Drilling
21
21
Exercise #3
Exercise #3
In this lesson we will review the fundamentals of
using drilling to customize your results on the
dashboard page.
22
Content:
1.
Drilling on a field.
2.
Drilling on a column heading.
3.
Using the Return link.
Drilling
Drilling is another way to customize your results, and will enable you to see successive
layers of information within a single section of the dashboard page.
Drillable column values are easy to identify because they are blue and the mouse cursor
will turn into a hand when hovering over these values. To drill down, simply singleclick on the value and the report will rerun one level down in the hierarchy.
Drill on a column value.
All Districts within the CENTRAL REGION are displayed

The use of green bar styling is a best practices standard for tabular
views and pivotAll
table
views,
however,
in versions
prior to
10g
(10.1.3.2) and
Districts
within
the CENTRAL
REGION
are
displayed.
the current version (10.1.3.3.1) adding green bar turns off suppression of
repeated row elements, so green bar is best used on list style tabular
request, rather than those that should have some type of grouping.
23
23 University
2008 BICG
Chart Drilling
You can also perform drilling on a chart. When a chart is drillable, the mouse cursor will
turn into a hand when hovering over the chart.
Drill on a chart
24
24
Column Drilling
If a column heading is blue it is drillable and will explode the selection. This means
that all of the rows for the next level in the hierarchy will appear.
Drill on a column heading.
All Districts for each region are displayed.
25
25
Returning from Drilling
When youd like to back up to the previous level of hierarchy, it is recommended that
you not use the browsers back button. Instead, single-click either the Return or
Back links that will be displayed at the bottom of the drilled report (below the gray
filter box). The Back link will take you back one step, and the Return link will take
you back to the beginning.
Starting back at the beginning

Not sure where youve drilled or navigated yourself to? You
can always back up to the beginning by clicking the Dashboard
link at the top of the page. Clicking the Dashboard
Fundamentals link will start you from the beginning.
26
26
Step 1: Drill On Column Value
27
1.
Open the Dashboard Fundamentals

dashboard.
2.
Navigate to the Sales Performance

page.
3.
Find the Performance by Dollars,

Units, and Percent to Plan request.
4.
Click on the Central Region column

value.
27
The Result!
28
1.
All Districts within the

CENTRAL REGION are displayed.
2.
Click the Return link.
3.
Click the Region column heading.
28
The Result!
All districts for all regions are displayed.
29
29
Exercise #4
View Selectors
30
30
Exercise #4
using view selectors to customize your dashboard
page.
31
Content:
1.
Choosing an alternate view in the view selector.
2.
Using the view selector to choose other views.
View Selectors
View Selectors are another way to customize your dashboard to quickly
get the information that you need. A view selector will be located at the
top of a report. When you see Select a view:, click the down arrow for a
list of options.
In this example there are eight different views that

can be selected. Sometimes each view will give you
different data; sometimes it will show the same data
in different formats.
32
32
Step 1: Select A View
33
1.

dashboard.
2.

page.
3.
Find the Region Summary request.
4.
Click the down arrow to the right of

Select a View.
5.
Choose Tabular Data.
33
The Result!
1.
34
Use the view selector to choose

other views on the Region
Summary request.
34
Other Views Available Within OBI EE

Views use the presentation capabilities of Oracle BI Presentation Services to help you
look at results in meaningful, intuitive ways. You can add a variety of views to results,
such as charts and pivot tables that allow drilling down to more detailed information,
explanatory text, a list of filters that were used to limit the results, and more.
The next several pages highlight the wide variety of views available to you within OBI
EE.
35
35
Table View
The table view shows results in a standard list table. You can add totals, customize
headings, add green-bar styling, etc. You can also control
the appearance of a column and its contents, and specify formatting to apply only if the
contents of the column meet certain conditions.
36
36
Pivot Table View

A pivot table view consists of row(s), column(s) and data (fact) fields. It is useful for
large amounts of data to quickly summarize information. It also allows you to quickly
reorganize the table and view it from different perspectives.
37
37
Gauge View
Use the gauge view to show results as gauges, such as dial, bar, and bulb-style
gauges. Gauges are useful for showing performance against goals.
38
38
Pie Chart
A pie chart shows data sets as percentages of a whole. Pie graphs are useful for
comparing parts of a whole.
39
39
Horizontal Bar Graph

A horizontal bar graph can be used to compare facts by showing bars in a horizontal
direction.
Horizontal bar graphs are useful for comparing differences among like items; for
example, competing product sales, same product sales over different time periods, or
same product sales over different markets.
40
40
Vertical Bar Graph

A vertical bar graph compares facts using vertical columns.
Vertical bar graphs are useful for comparing differences among like items.
41
41
Stacked Bar Graph
Stacked bar graphs visualize various items as percentages of the whole for ease of
comparison and contrast
42
42
Line Bar Combo Graph
A line bar combination graph plots two sets of data with different ranges, one set as
bars, and one set as lines overlaid on the bars. Line bar combination charts are useful
for showing trend relationships between data sets.
43
43
Line Graph
A line graph can be used to plot multiple facts.
Line graphs are useful for showing patterns and trends in data.
44
44
Area Graph
An area graph is similar to a line graph, but with the areas under the lines filled in. Area
graphs show the percentage of the whole that each variable comprises.
Area graphs are useful for observing changes in cumulative value or percentage over
time; for example, by comparing groups on certain measurements such as outcome,
and displaying group trends.
45
45
Bubble Graph
A bubble graph is a variation of a scatter graph that displays data elements as circles
(bubbles). It shows three variables in two dimensions. One value is represented by the
location of the circle on the x-axis. Another value is represented by the location of the
circle on the y-axis. The third value is represented by the relative size of its circle.
Bubble graphs are useful for plotting data with three variables, and for displaying
financial data over a period of time.
46
46
Pareto Graph
A pareto graph is a form of bar chart and line chart that displays criteria in descending
order. In this graph type, the line shows a cumulative total of the percentages.
Pareto graphs are useful for identifying significant elements, such as best and worst or
most and least.
47
47
Radar Graph
A radar graph plots the same information as a bar graph, but instead displays data
radiating from the center of the graph.
Each data element has its own value axis.
Radar graphs are useful for examining overlap and distribution.
48
48
Scatter Graph
A scatter graph displays x-y values as discrete points, scattered within an x-y grid. It
plots data points based on two independent variables. This allows you to plot large
numbers of data points and observe the clustering of data points.
Scatter graphs are useful for observing relationships and trends in large data sets.
49
49
Step Graph
A step graph is used to plot and compare facts.

Step charts are useful for illustrating trends in data where values change
discontinuously.
50
50
Exercise #5
Column Selectors
51
51
Exercise #5
using column selectors to customize your dashboard
page
52
Content:
1.
Replacing one column in a request.
2.
Replacing two columns in a request.
Column Selectors
Column Selectors are another way to customize your results. You are
able to dynamically change which columns appear in a request. You can
also specify the order of the columns.
One column selector can be attached to each column in a specific request,
and multiple columns (attributes) can be attached to each column selector.
This example shows a column selector on the first and second columns in
the request. Each column selector contains multiple attributes that you
can choose from.
53
53
Step 1: Change Column #1
54
1.
Open the Dashboard

2.

Performance page.
3.
Find the Region Summary

request.
4.
Click the dropdown by Column #1.
5.
Choose District.
6.
Click the Go button.

54
Step 2: Change Column #2

Now District is the first column in the request.
55
1.
Click the dropdown by Column #2.
2.
Choose Brand.
3.

55
The Result!
Now District is the first column and Brand is the second column in the request.
56
56
Exercise #6
Prompts
57
57
Exercise #6
dashboard prompts
58
Content:
1.
Using single-value prompts.
2.
Setting default values.
3.
Using multi-value prompts.
4.
Viewing filters on requests.
Prompts
Prompts are a way to customize your dashboard page. By selecting prompt values and
clicking the Go button, the requests on the page will return data based on the value(s)
selected in the prompts. You can assign a default value to a prompt. You can also
specify if a prompt should allow one value to be chosen or multiple values.
The example below is a single-value prompt:
A multi-value prompt will have an ellipse button which indicates that multiple values
may be chosen. The example below is a multi-value prompt:
When you click the ellipse

button the box to the right is
displayed. The right side will
list all of the choices. You
may choose one value or
more than one. As you
make your selections, the
values will be displayed in
the Values box on the left
side.
59
59
Default Values and Filters

All requests on the Usage Tracking page are filtered to only show 2006 data because
the Year prompt has 2006 as a default value:
At the bottom of each request, you will notice a gray box. This contains the
filters for the report.
If you make prompt selections at the top of the page, this is where you can
check to ensure that the report has been re-run based on your selections.
60
60
Step 1: Choose Single Value
61
1.
Open Dashboard Fundamentals

dashboard.
2.
Navigate to the Usage Tracking

page.
3.
Click the dropdown arrow next

to the Year prompt.
4.
Choose 2007.
5.
61
The Result!
All requests on this page are now filtered to only show 2007 data. The filters have been
updated to reflect this.
62
62
Step 2: Choose Multi Value
63
1.

dashboard.
2.

page.
3.
Click the ellipse button next to the

Region prompt.
4.
Choose CENTRAL REGION and

EASTERN REGION.
5.
Click the OK button.
6.
63
The Result!
All requests on this page are now filtered to only show data from the Central and
Eastern regions:
64
64
Exercise #7
Selections
65
65
Exercise #7
using selections to customize your dashboard page
and store those customizations
66
for future use.
Content:
1.
Create a saved selection.
2.
Apply a saved selection.
3.
Clear a saved selection.
4.
Delete a saved selection
Creating a Selection
Selections provide a way to save your customizations to a dashboard page. After
you make selections in prompts (drill into reports, column selectors and view
selectors) you can then save those customizations as a Saved Selection.
While viewing a dashboard page, after you have made all of the
selections and changes you can click Page Options and choose Save
Current Selections. When you choose For Me you will be prompted to
enter a name for the saved selection. Also, you have the option of making
this the default for this dashboard page; meaning every time you view the
dashboard page this saved selection will be applied automatically.
67
67
Applying a Saved Selection
If you navigate to a page that you have previously created a saved

selection, click Page Options and select Apply Saved Selections. All of
your saved selections will be displayed in a list.
If you had specified a saved selection to be the default for the dashboard
page you are viewing the selection would be applied automatically.
To choose a selection as a default for a dashboard page or to rename or delete selections, click the Page Options button, highlight
Save Current Selections and choose Edit Saved Selections and
Defaults.
68
68
Viewing a Page with Selections

The dashboard page is re-displayed with your selections saved in the
chosen Saved Selection.
You can remove your selections and re-set the dashboard page by
clicking the Page Options button and then choosing Clear
Selections.
69
69
Step 1: Make Selections
70
1.
Open the Dashboard Fundamentals dashboard.
2.
Navigate to the Sales Performance page.
3.
Set the Year prompt to 2006.
4.
Set the Region prompt to CENTRAL REGION
5.
Select Tabular Data from the view selector on

the Region Summary request.
6.
Select Brand Comparison from the view selector

on the Brand Summary request.
7.
Drill in on the Valspar brand on the Brand

Comparison view in the Brand Summary request.
70
Step 2: Create Saved Selection

1
1.
Click the Page Options button in the top right of

the screen.
2.
Choose Save Current Selections.
3.
Choose For Me.
4.
OBI EE will provide a default name for this

selection. Accept the default name of 2006
Central Region by clicking OK.
71
71
Step 3: Apply Saved Selection

4
72
1.
Open the My Dashboard dashboard.
2.
Go back to the Dashboard

3.

page.
4.
Click the Page Options button in the

top right of the screen.
5.
Choose Apply Saved Selections.
6.
Choose 2006 Central Region.
72
The Result!
The dashboard page is re-displayed after applying all of the settings in the
Saved Selection.
73
73
Step 4: Clear Selections
74
1.

2.
Choose Clear My Selections.
74
The Result!
The dashboard page is displayed using all of the default settings.
75
75
Step 4: Delete Selection
76
1.

2.
Highlight Save Current Selections.
3.
Choose Edit Saved Selections and

Defaults.
76
Step 4: Delete Selection
1.
Click the red x icon by the 2006

Central Region saved selection.
You can set any of your saved selections to be your default

selection for this page by clicking the radio button next to the
selection.
77
77
The Result!
The Saved Selection is deleted and removed from the list.
1.
78
Click the OK button when finished.
78
Exercise #8
Printing and Downloading
79
79
Exercise #8
In this lesson we will review the fundamentals the
Print and Download functions. We will also review
the options for printing and entire page.
80
Content:
1.
Printing a request to Adobe.
2.
Downloading a request to Excel.
3.
Downloading a request to PowerPoint
4.
Printing a page to HTML.
5.
Printing a page to Adobe.
Printing and Downloading a Request

At any time you may print or download any request by selecting
links at the bottom of the request.
Print will allow you to

print as an HTML or PDF
page (that will shrink to fit
the page).
81
Download will allow you to export

the data to Excel. Download to
Excel will download the
formatted report to Excel.
Download Data will send
unformatted data to Excel.
81
Step 1: Print Request to Adobe
82
1.
Open the Dashboard

2.

Performance page.
3.

4.
Click the Print link.
5.
Choose PDF
82
The Result!
The request is displayed in Adobe Acrobat reader.
83
83
Step 2: Download Request to Excel
84
1.
Open the Dashboard

2.

Performance page.
3.

4.
Click the Download link.
5.
Choose Download to Excel.
6.
When prompted to Open or Save,

choose Open.
84
The Result!
The request is displayed in Excel.
Once the data is in Excel in the 'raw data' format, any Excel
function or formula can be used to further analyze the data.
However, there's no automated way to programmatically update the
data from OBI EE without starting over.
85
85
Step 3: Download Request to PowerPoint
86
1.
Open the Dashboard

2.

Performance page.
3.

4.
Click the Download link.
5.
Choose Download to PowerPoint.
6.
When prompted to Open or Save,

choose Open.
86
The Result!
The request is displayed in PowerPoint.
Once the request is in PowerPoint, the image can be moved and

formatted as desired.
87
87
Printing a Dashboard Page

At any time you may print an entire dashboard page by clicking
the Print icon at the bottom left of the page.
When you click the printer icon you can choose HTML to print to a
web page or PDF to create a document in Adobe.
88
88
Step 4: Print Dashboard Page to HTML
89
1.

dashboard.
2.
3.
Scroll to the bottom of the page and click

the printer icon.
4.
Choose HTML
89
The Result!
The entire dashboard page is displayed in a web page, ready to be printed.
90
90
Step 5: Print Dashboard Page to PDF
91
1.

dashboard.
2.
3.
Scroll to the bottom of the page and click

the printer icon.
4.
Choose PDF
91
The Result!
The entire dashboard page is displayed in an Adobe document.

The document can be printed or saved.
92
92
Tips and Tricks Cheat Sheet

1.
Starting from the Beginning. If youre not sure where youve gotten
yourself to (either because youve drilled down; filtered the contents of
the Dashboard by using the Prompts; using view selectors, etc.) you can
always start
the
beginning
bythat
selecting
Dashboard
name atyour
the way to
Weve collected
theat
top
tips
and tricks
shouldthe
help
you to navigate
very
top
of
the
page
called
Dashboard
Fundamentals.
This
link
is
above
success!
the tabs, and above the Welcome statement.
2. Customizing the page contents. Dashboards will really only be
pertinent to you after youve confirmed that the selects in the Prompt at
the top of the page have selections that are pertinent to you. Our advice
is to make your selections from left to right (because the selection in one
list may filter the contents of the next list). Once youve made
appropriate selections, dont forget to hit the Go button. If in doubt as
to the current filtering thats occurring within any report, check
the report content by checking out the gray box at the bottom of
the report. This will show you what dates, channels, products,
etc. that this report is filtered on.
3. Saving your favorite settings. Once youve set prompt settings to
show meaningful content, and have selected your favorite view from the
selections under Select a View, you can save these settings by using the
Save Current Selections option under the Page Options link in the
upper right hand corner. When saving your settings, you can give it an
appropriate name like Retail Stores / All Chart View. You can save as
many settings as youd like, kind of like saving a bookmark!
4. Sorting. Most tabular layouts allow you to sort the report by singleclicking the heading of the column. A small up or down arrow in the
lower right of that column heading will indicate the sort. Clicking the
column again will switch from ascending to descending, and visa-versa.
5. Drilling down, and backing up. Most reports and charts can be drilled
down to a lower level of hierarchy by single-clicking on a channel name,
or a time bucket (such as a year, quarter, month or week name). On
charts, you can drill-down by clicking on a bar, a pie wedge, or even the
legend. After drilling down one or more levels, if youd like to
back up, dont use the browsers back button, instead, select the
link Back or Return which will have appeared under the
report.
93
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Glossary
94
1.
Dashboard A collection of customized information on an interactive

web dashboard that provides analysis of key trends, exceptions, and key
performance indicators. Multiple dashboards allows you to organize your
information according to your companys needs.
2.
Dashboard Page Dashboard content is organized into pages similar to

tabs on a web page. The pages appear as tabs across the top of the
dashboard. Multiple dashboard pages allow you to organize requests
within a dashboard.
3.
Request A request provides answers to business questions. It allows

you to explore and interact with information, and present and visualize
information using charts, pivot tables, and reports. You can save, organize,
and share the results.
4.
Dashboard Prompt A prompt allows you to filter data on the

dashboard page by selecting the value(s) you want filtered.
5.
Drilling Provides the ability to analyze your information at different

levels of granularity.
6.
View Selector Allows you to select from multiple views of the

information associated with a request.
7.
Column Selector Allows you to replace and re-order columns in a

request.
8.
Business intelligence - The ability to use data to provide the right

information to the right people at the right time. It gives organizations the
ability to analyze, understand, and manage key performance indicators.
9.
Oracle Business Intelligence Enterprise - A suite of enterprise

Business Intelligence tools that provide interactive dashboards which allow
organizations to analyze, customize, and deliver information.
BICG Best Practice Dashboard

Design Conventions
Purchase book at http://www.biconsultinggroup.com

Theories for the Pervasive Use of Dashboards
Fatal Mindsets
Best Practice Tips, Tricks, and Shortcuts
Design Standards
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BI Consulting Group
Thank you for taking the

Dashboard Fundamentals Course!!
Please check out the BICG University site

at http://www.bicguniversity.com for
information on additional courses.
96
About BI Consulting Group

Oracles premier BI consulting

partner for Oracle BI EE
Collectively completed more than

280 Oracle BI Enterprise Edition
projects
End-to-end Oracle BI provider with

implementation, education, support,
and product-based services.
Average consultant has 4+ years of

Oracle BI Enterprise Edition
expertise, and more than 10 years of
BI/DW experience.
Experts at Oracles Pre-Built Analytic

Applications including Financial, HR,
Supply Chain, Sales, Service and
Marketing Analytics.
Participant Oracle Partner Advisory

Council
For more info on BICG please visit
http://www.biconsultinggroup.com
Contact Information:
9797
Project Methodology
Takes advantage of the products ability to

prototype easily; connect to data early and easily;
and keep up with data model changes and growth.
Iterative methodology that ensures business insight
is being met, rather than just building reports.
Predefined set of deliverable documents and
knowledge transfer.
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Notable BICG References

Deployed Oracle RMW
for Service Analytics
after failed deployment
by other Systems
Integrator.
Deploying Service
Analytics and a custom
data warehouse
across international
divisions.
Multiple projects
deployed across
multiple divisions,
including a Price
Scenario
application allowing
what-if
forecasting.
Sales Analytics
application
against existing
EDW.
Deployment of
Oracles Pharma
Analytics, after failed
implementation by
another Systems
Integrator.
Deployment of Order
Analytics against a
new, custom EDW.
Redeveloped dozens of
existing Dashboards using
BICGs best practices
methodology; and
developed several new
custom data warehouses.
Other Notable Customers:

American Express Shopzilla
Bayer
Fidelity
Medtronic Emergency
Cbeyond
Response
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Integrating
multiple source
systems together
in a unified frontend Dashboard.
RBC Dain
UBC
Pharmaceutical
Life Fitness
Benderson
Development

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BICG University

2008 BICG University

BI Consulting Groups comprehensive

2008 BICG University

The Key to our Exercise

Light Bulb: These notes will provide advice, tips or tricks

2008 BICG University

Introductions and Overview

Exercise #1 Dashboards and Pages Page 6

Exercise #2 Sorting Page 15

Exercise #3 Drilling Page 21

Exercise #4 View Selectors Page 30

Exercise #5 Column Selectors Page 51

Exercise #6 Prompts Page 57

Exercise #7 Selections Page 65

Exercise #8 Printing and Downloading Page 79

2008 BICG University

Logging into OBI EE.

Using Dashboard Pages.

2008 BICG University

Logging into OBI EE

When using OBI EE within your organization, if Single Sign-on (SSO)

2008 BICG University

2008 BICG University

Typically, you will be defaulted to the My Dashboard dashboard. This is similar to a

Remember, clicking a Dashboard link to the right of My Dashboard

2008 BICG University

2008 BICG University

Step 1: Open Dashboard

Log into the OBI EE training web site:

Enter the User Id and Password provided by your

The two dashboards that you have access to are My

Click Dashboard Fundamentals to open that dashboard.

2008 BICG University

Step 2: Navigate Dashboard Pages

This dashboard has two pages Sales

Click Usage Tracking to open that page.

2008 BICG University

2008 BICG University

Sorting a request in descending order.

Sorting a request in ascending order.

2008 BICG University

Heres the same request re-sorted by Dollars.

2008 BICG University

Step 1: Re-sort Request

Open the Dashboard

Navigate to the Sales

Find the Exceptions! Top and

Click the Market column two

2008 BICG University

The request is now sorted by Market in descending order.

Click the Year Ago Dollars column

2008 BICG University

The request is now sorted by Year Ago Dollars in ascending order.

2008 BICG University

Drilling on a column heading.

Using the Return link.

2008 BICG University

Drill on a column value.

All Districts within the CENTRAL REGION are displayed

2008 BICG University

Drill on a column heading.