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  • Customizing OTBIE Reports and Dashboards - 1

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    prince2venkat
    13 vues27 pages
    OTBI-E

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    Customizing OTBIE Reports and Dashboards_1

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    13 vues27 pages

    Customizing OTBIE Reports and Dashboards - 1

    Transféré par

    prince2venkat
    OTBI-E

    Droits d'auteur :

    © All Rights Reserved
    Téléchargez comme PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    sur 27

    9/21/2016

    CustomizingOTBIEReportsandDashboards

    CustomizingOTBIEnterpriseReportsand
    Dashboards

    BeforeYouBegin

    Purpose
    InthistutorialyoulearnhowtocreateananalysisandaddittoaprebuiltdashboardinOracleTransactional
    BusinessIntelligenceEnterprise(OTBIEnterprise).

    TimetoComplete
    Approximately20minutes

    CreateaNewAnalysis

    1.SignintoOTBIEnterpriseasuserwithcustomizationpermissions.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    2.Thedefaultstartingpageisdisplayed.Inthisexample,itistheGlobalWorkforceHealthSummary
    dashboard.

    3.SelectNew>Analysis.

    4.SelecttheHumanResourcesWorkforceDeploymentsubjectarea.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    4.SelecttheHumanResourcesWorkforceDeploymentsubjectarea.

    5.TheAnalysisEditorisdisplayed.

    6.Intheleftpane,underSubjectAreas,expandTime>GregorianCalendar.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    7.DoubleclickYearNametoaddittoSelectedColumns.

    8.ExpandHierarchies>DepartmentHierarchy.

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    9.DoubleclickDepartmentHierarchy13NametoaddittoSelectedColumns.

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    10.ExpandFactsHumanResourcesWorkforceDeployment>WorkforceDeploymentFacts.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    11.DoubleclickHeadcounttoadditSelectedColumns.

    AddaFiltertotheAnalysis
    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    1.FortheDepartmentHierarchy13Namecolumn,clicktheMoreOptionsbuttonandselectFiltertoopenthe
    NewFilterdialogbox

    2.ClicktheSearchbuttonnexttotheValuefieldtoopentheSelectValuesdialogbox.

    3.DoubleclickthefollowingvaluestoaddthemtotheSelectedfield:
    Consulting
    Marketing
    Sales

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    4.ClickOKtoclosetheSelectValuesdialogbox.
    5.ThevaluesarevisibleintheNewFilterdialogbox.

    6.ClickOKtoclosetheNewFilterdialogbox.
    7.ThefilterisdisplayedintheFilterspane.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    ViewtheResults

    1.ClickResults.

    2.TheanalysisisdisplayedinthedefaultCompoundLayout,whichincludesaTitleviewandaTableview.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    ModifytheCompoundLayouttoIncludeaGraphView

    1.SelectNewView.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    2.ThenselectRecommendedVisualizationfor>ComparingValues.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    3.TheSelectVisualizationdialogboxisdisplayed.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    4.SelecttheBargraph.

    5.ThebargraphisaddedtotheCompoundLayout.Itmaybenecessarytoscrolldowntoseethegraph.

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    ModifytheCompoundLayoutTitleandRemovetheTableView

    1.ClicktheredXfortheTableviewtoremoveitfromtheCompoundLayout.

    2.ClicktheEditViewbuttonfortheTitleview.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    3.TheEditingdialogisdisplayed.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    4.IntheTitlefield,enterMyHeadcountAnalysisanddeselectDisplaySavedName.

    5.ClickDonetoreturntotheCompoundLayout.

    6.ThetitleisvisibleintheCompoundLayout.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    SavetheAnalysis

    1.Intheupperrightcorner,clicktheSaveAnalysisbuttontoopentheSaveAsdialogbox.

    2.IntheSaveAsdialogboxcreateanewfoldernamedMySharedFolderinSharedFolders.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    3.NametheanalysisMyHeadcountAnalysisandclickOKtosaveitinMySharedFolder.

    AddaNewPagetoaPrebuiltDashboard

    1.ClicktheCataloglinktoopentheCatalog.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    2.ExpandSharedFolders>HumanCapitalManagement>Dashboards.

    3.Intherightpane,locatetheWorkforceDeploymentdashboardandclickOpentoopenthedashboard.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    4.Noticethattherearefourdashboardpages.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    5.Intheupperrightcorner,selectPageOptions>EditDashboardtoopentheDashboardEditor.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    6.IntheDashboardEditor,clicktheAddDashboardPagebuttontoopentheAddDashboardPagedialogbox.

    7.IntheAddDashboardPagedialogbox,enterMyHeadcountasthePageNameandclickOK.

    8.TheMyHeadcountpageisaddedtothedashboard.

    AddContenttotheNewPage

    1.Intheleftpane,expandSharedFolders>MySharedFolder.
    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    2.SelectMyHeadcountAnalysisanddragitintotheDropContentHerearea.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    3.Theanalysisisaddedtothenewpageinthedashboard.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    4.ClickSave.

    5.ClickRun.

    6.Thedashboarddisplaysthenewpagewiththeembeddedanalysis.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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    WanttoLearnMore?

    AboutOracle(http://www.oracle.com/corporate/index.html)
    LegalNotices(http://www.oracle.com/us/legal/index.html)

    ContactUs(http://www.oracle.com/us/corporate/contact/index.html)
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    YourPrivacyRights(http://www.oracle.com/us/legal/privacy/index.html)
    Copyright2015,Oracleand/oritsaffiliates.Allrightsreserved.

    http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/analyses_dashboards/analyses_dashboards.html#

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