OBIEE Answers Training
SUNY System Administration Helen Ernst
518-320-1385
Agenda
• Chapter 1 – Introduction – How to access OBIEE 10g Answers – Dimensional Model, Facts and Dimensions – Navigating the SUNY Enrollment Star
• Chapter 2 – Create and save a simple request – Add a filter – Create additional views
• Add formatting to a table view • Create a bar chart • Add a view selector
Agenda
• Chapter 3 – Adding a Filter View
– Learning to develop based on SUNY standards
• Chapter 4 – Add a pivot table view
• Formatting
• calculations/sums
– Add a chart to a pivot table view
– Create additional views • Add a view selector
Agenda
• Chapter 5
– Using Bins
– Conditional Formatting
• Chapter 6
– Column Selectors
– My Dashboard
– Storing queries to be shared
• Wrap-Up
Training Day Housekeeping
• Demo & Practice – Training is designed to have the trainer demonstrate a
skill, then have the student emulate the skill. – Students are encouraged to explore the tool. – Trainer is available to assist students during hands on
sections, please be patient as these sessions are running at maximum student capacity
• Please place cell phones on vibrate • Please give the trainer your full attention to get
the most from this training day (refrain from surfing the web)
CHAPTER 1
Introduction
How to access OBIEE 10g Answers
Dimensional Model, Facts and Dimensions
Navigating the SUNY Enrollment Star
Introduction
• What is the SUNY Business Intelligence Initiative(SBII)?
• Public Confluence space for SBII
https://wiki.itec.suny.edu/display/sbiipub/SUNY%20Business%20Intelligence
How To Access OBIEE 10G Answers
• Open your browser and go to www.suny.edu/analytics
• Select your campus from the drop down list, enter your credentials, then click on the Login button
• Once inside OBIEE, click on the Answers link
For quick access enter the following URL: www.suny.edu/analytics
Select your Campus, enter your credentials, then click the Login button
Click on the Answers Link
Initial Answers Panel
Take the time to look at the initial Answers Panel
To your right in the grey box is a list of subjects areas that you have permission to see. To your left is a folder list.
Notice that there is a My Folders list and a Shared Folders list
Dimensional Modeling Facts and Dimensions
• A fact contains elements that can be counted, for example home institution student count
• A dimension is used to constrain or group the report, for example only include data from my campus, or group the counts by term
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Enrollment Facts Current Period Metrics
Home Institution Student Count Not-Home Institution Student Count Total Student Credit Hours State Supported Lower Division Credit Hours State Supported Upper Division Credit Hours State Supported Graduate Credit Hours Accumulated Credit Hours Transfer Credit Hours Academic Year Unique Student Count High School Average Full Time Equivalent Cumulative GPA
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Enrollment Facts EOT Current Period
EOT Home Institution Student Count EOT Not-Home Institution Student Count EOT Total Student Credit Hours EOT State Supported Lower Division Credit Hours EOT State Supported Upper Division Credit Hours EOT State Supported Graduate Credit Hours EOT Accumulated Credit Hours EOT Transfer Credit Hours EOT High School Average EOT Cumulative GPA
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Enrollment Facts SAT Score Metrics
Early and EOT Current Period Versions
Math Score Average Math Score Median Math Score Verbal Score Average Verbal Score Median Verbal Score Verbal Score Percentile Writing Score Average Writing Score Median Writing Score
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Enrollment Facts YAGO (Year Ago) 1 thru 6
Home Institution Student Count YAGO Change in Student Count YAGO % Change in Student Count YAGO Total Student Credit Hours YAGO
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Time Term Semester Academic Year Year
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Academic History
AAS or AOS Degree AA or AS Degree Associates Degree Earned Bachelors Degree Earned Doctoral Degree Earned First Professional Degree Earned Graduate Certificate Earned Highest Degree Earned Masters Degree Earned Degree Earned Other Degree Earned
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Academic Programs Award Name Award Level Program Name Include Programs without Enrollment CIP 2, 4 and 6 APES Program ID APES Program Status Combined Program Name Combined Program Award Combined Program Institution(s) HEGIS 2 and 4 SED Title and Code Program Type SED Registration Date SED Discontinuance Date Campus Name Primary Campus Name
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Campus Campus Name Sub Campus Name Campus Sector Campus Sub Sector 2 or 4 Year Campus State/Comm College Campus County SUNY Institution Code
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Former Institution
• Campus Sector • Institution Name • Campus Name • Campus Sub-Sector • State Operated/Comm College •Sub Campus Name • SUNY, CUNY or Other • 2 or 4 Year Campus •NYS or Non-NYS •Public or Private
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Legislative District State Senator • Title • First, Middle and Last Name • District State Assembly Member • Title • First, Middle and Last Name • State House District US Representative • Title • First, Middle and Last Name • US House District
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Permanent Residency
Citizenship Residency Description Country of Citizenship Permanent Country US State Code & Name US Territory NYS County From NYS Region of Campus From Campus Location or Sponsorship County From Sponsor or Contiguous County or Campus Location
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Demographics Age Group English as Native Language Gender Ethnic Origin Race Non-Resident Alien Military Status Visa Code Visa Type Desc IPEDS Race Ethnicity
Student Warehouse Student Key
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student High School
Graduation Year High School Grad Year Range High School Avg Range High School Class Rank Range
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Term Enrollment Admission Status Home or Non-Home Admission Status Full or Part Time Graduate Level Higher Education History (HEH) In Program or Not Lower or Upper Division Student Goal Student Level Undergrad or Graduate Division OAP Program Study Abroad Country
Navigating the Enrollment Star
Student Enrollment
Facts
Time Dimension
Academic History
Dimension
Academic Programs
Campus
Former Institution
Legislative District
Permanent Residence
Student
Student Demographics
Student High School
Student Term Enrollment
Student Test Scores
Student Test Scores
ACT Composite Score Range Higher ACT or SAT Score Range Highest Reported Score Range SAT Combined Score Range SAT Math Score Range SAT Verbal Score Range Selectivity Index
CHAPTER 2
Create and save a simple request
Add a filter
Create additional views
Add formatting to a table view
Using Bins
Create a bar chart
Add a view selector
Create and Save a Simple Request
Learn the parts of the Answers Tool
Answers has a Criteria, Results,
Prompts and Advanced tabs
We always start on the criteria tab where we can select elements for
our query
Create and Save a Simple Request
Look to the left, see the dimensions and
facts that were described in chapter 1
Click on a dimension to see the elements
stored within the dimension
Create and Save a Simple Request
Click on an element on the left to select it and have it added to your report
Select the following 3 elements
for your first report: Term, Campus Name and Home
Institution Count
Create and Save a Simple Request
You can drag and drop elements to change the
order of your report
Create and Save a Simple Request
The Filter button is here
The Properties button is here
The Function button is here
The Delete element
button is here
Add a Filter
Practice using the Filter
Limit the Filter box to only show Fall terms
Then select Fall 2008 and
Fall 2009
See your Report Results
Click on the results tab or the compound view
button to see the results of your query
See your Report Results
The compound view can include multiple
elements. The default query will
include a title and a table.
Practice Assignment #1
Create a query with the following elements:
• Term • Campus Name • Home Institution Student Count Filter the query by term and campus
sector Select Fall 2008 and Fall 2009 Only show campuses within your sector Once you have selected and filtered the
elements view the results of the report in the table view
Save the query in your folder. Name it using the following format
Your Initials_Practice_Assignment1 For example :
HRE_Practice_Assignment1
Practice Assignment #1 Results
Note: • the default
compound view includes a title view and a table view.
• Table view default will organize the columns in the order selected on the criteria tab.
• Any cell contents that appear blue can be used to drill through a hierarchy.
Add Formatting
Click the arrow button to sort the student count
column
the button with the hand is the properties button
The Fx button allows you to add functions and bins
to the column
The red X button is used to delete a column
Add Formatting
We have added the Higher Education History element to
the query. Now we will use bins to group the freshman and
transfer students and call the group ‘New Students’. First we
click on the Fx button.
Add Formatting
We click on the bins tab and then select add bin. The
create/edit filter box appears, click ‘All Choices’, then click on values to select them,
then click ok
Add Formatting
Now we name the bin ‘New Students’
Add Formatting
Here we can add more bins, or create a bin for all other values. You can use the filter to
adjust your bin, and the properties and delete button allow you to customize your
bin as needed
Practice Assignment #2
Using the query you created in assignment #1, add the following formatting:
1. Sort the query by term, then campus 2. Rename the Campus Name column to
‘Campus’ 3. Add the IPEDS Race Ethnicity element
in the Student Demographic dimension to the query
4. Add the Gender element to the query 5. Add the Higher Education History
element in the Student Term Enrollment Dimension, then create a bin that includes freshman, transfer and new graduate students, name the bin ‘New Students’
6. Practice moving the columns on the report and sorting one or many columns
7. Save the query in your folder. Name it using the following format:
Your Initials_Practice_Assignment2 For example : HRE_Practice_Assignment2 Once you have added the formatting, view
the results of the report in the compound view, it should look similar to the report on this page
Add A Chart
In the Compound Layout we click on Add View and select chart
Add A Chart
This is the chart area. We can choose the graph we want, the
type and style.
Add A Chart
Available Graphs: Vertical Bar Area Bubble Line Line Bar Combo Line Time Series Pareto Pie Radar Scatter Step Note: A value of OBIEE; run a query once,
show the data in a variety of formats
Add A Chart In this example, we have a
vertical bar chart. It is set to 2D stacked, the stacked item
is gender.
If we click on the compound view button we see our chart
is now added to our report
Add A Chart
We can continue to add views to our compound view. Let’s
add one more chart to our compound view. Click add
view and select chart, you will see it names the new chart,
chart:2
Add A Chart This time, I’ve created a pie chart and exploded the new
student slice
Use the icons to access a variety of properties to customize your graph
Add A Chart
Hints on Charts Although 3D charts may be
pleasing to the eye, many times they can misrepresent the data, we recommend using 2D charts.
Consider your data and
what you are trying to show to help you determine the best chart option
Practice Assignment #3
Using the query you created in assignment #2, add the following charts:
1. Create a pie chart by Higher
Education History 2. Explode the ‘New Student’ slice (use
the button with the pencil, format chart data)
3. Create a stacked bar chart with gender by term
4. Create a 3d bar chart by term and campus. Adjust the axis labels to a 45 degree angle
5. Hide the table view from the compound view
6. Save the query in your folder. Name it using the following format
Your Initials_Practice_Assignment3 For example : HRE_Practice_Assignment3 Once you have added the formatting, view
the results of the report in the compound view, it should look similar to the report on this page
Add A View Selector
A view selector allows the user to layer views • Use the View Selector view to select a specific
view of the results from among the saved views. When
• placed on a dashboard, the view selector appears as a drop-down list from which users can choose
• the specific result view they want to see. • In general, views included in the view sector view
would not also be displayed as views in the • compound layout view.
Add A View Selector In the compound view, click
on add view, and select ‘View Selector’. Here we move the views we want to add to our selector, and we can rename
the views. Including a caption is a best practice
Add A View Selector
Add the Pie chart and rename to the chart to ‘Pie Chart’
Add A View Selector
Add chart2 and rename it to ‘Stacked Bar’ Add chart3 and rename it to ‘Campus Chart’
Add a caption Then click on the compound view button
Practice Assignment #4 Using the query you created in assignment #3, create
a view selector that holds the three views: 1. From the compound layout use add view to
create a view selector 2. Add all three charts to the view 3. Rename each chart to a meaningful name 4. Determine the best order for your views 5. Add a caption 6. Switch back to the compound view and
remove the charts so only the compound view and title view are visible
7. Save the query in your folder. Name it using the following format
Your Initials_Practice_Assignment4 For example : HRE_Practice_Assignment4 Once you have made these changes, view the results
of the report in the compound view, it should look similar to the report on this page. Try using the view selector
CHAPTER 3
Adding , Removing and Moving Sections
Filter View
Learning to develop based on SUNY standards
Adding and Removing Sections
This is the compound view. Here we can add and remove views from our Answers Report.
Each Section has an ‘X’ in the top right corner. If you click on the ‘X’ you will remove the section from the compound view. This does not delete
the section from the report.
To add a section to the compound view, use ‘Add View’
Adding and Removing Sections
You can move sections on the compound view. Hover over the section bar until you see the blue line and the section becomes transparent, then
move the section as needed. The blue bar indicates where you are placing the section
Formatting the Filter to SUNY Standards
SUNY has a standard best practice that is specific to the filter. All reports that
include any constraints should include a filter
section at the bottom of the report.
For consistency, the standard is to make the section width 100%, and include a default
border by clicking on it.
Formatting the Filter to SUNY Standards
We also use a standard
background color of #CCCC
Formatting the Filter to SUNY Standards
A SUNY standard compliant filter
is shown here
Add and format the table view
We add the table view to the compound view. Now we want to add green bar formatting to
the table view. First we click on the edit button on the top right
of the table view section
Add and format the table view
We click on the properties button and the edit view box appears.
We click on the ‘green bar’ styling. Also we can expand the
additional formatting and set the width of the report to 100%
Add and format the table view
The table view now shows green bar formatting which makes it easier to read across the columns. The report is also extended to fill 100% of the width of the report
Practice Assignment #5 Using the query you created in assignment
#4, Add the following: 1. From the compound layout use add
view to add a filter view. Format the filter, make the width 100%, change the background color to #CCCC, and add a border
2. From the compound layout use add view to add a table view
3. Move the filter to the bottom of the compound view. Try moving sections on the compound view, look for the blue bar to see the placement.
4. Format the table view to use 100% of the report width and enable green bar styling
5. Save the query in your folder. Name it using the following format:
Your Initials_Practice_Assignment5 For example : HRE_Practice_Assignment5 Once you have made these changes,
view the results of the report in the compound view, it should look similar to the report on this page.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel, each dashboard will have an ‘Introduction’ tab as the first tab on each dashboard. The introduction page will serve to describe the contents of the dashboard. The introduction tab is a best practice, as it prevents a user from unintentionally running a query when opening a dashboard. Whenever a dashboard is opened, OBI automatically executes any queries on the first tab of the dashboard.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel and to provide the best use of space on a dashboard, each dashboard page will use dashboard sections with headings turned on and modified to a descriptive title. Section titles can be viewed when the sections are open or collapsed and use less space than title objects. Title objects will not be included on reports to save space. In order to have titles on printed reports, we recommend including headers and/or footers on reports.
SBII Data & Presentation Committee Dashboard Development Best Practices
To provide clear, easy to read reports, we recommend enabling green bars for reports containing multiple rolls and columns. However, when providing reports that include drilling, test thoroughly to ensure that the green bar feature does not create disappointing or unattractive reports.
SBII Data & Presentation Committee Dashboard Development Best Practices
We recommend including a filter at the bottom of each report, specifically with a grey background and black border to call attention to the information. This best practice ensures the user is aware of the selection criteria used to create the report. It is important when creating the original repository (RPD) that the presentation layer include meaningful names for data elements. The element names provided in the presentation layer are the same descriptions that appear in the filter box.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel, we recommend designing dashboards that do not scroll from left to right. This is dependent on the screen resolution and different organizations have varying minimal requirements that they use for that determination. We will also recommend limiting the scrolling up and down to 2 or 3 pages maximum.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel, we recommend designing dashboards that do not scroll from left to right. This is dependent on the screen resolution and different organizations have varying minimal requirements that they use for that determination. We will also recommend limiting the scrolling up and down to 2 or 3 pages maximum.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel and to reduce clutter and provide a clean easy to use tool, we recommend limiting the dashboard pages (tabs) to 8 per dashboard.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and
feel and a best practice when designing dashboards with multi-component requests the charts should appear on top and the detail data should be placed beneath the charts. Graphical images are a terrific tool to provide quick clear information to executives and management.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel, stretch table views to fit 100% within the space allotted. This simple change will improve the look of your dashboard, and provide a consistent look across SUNY.
SBII Data & Presentation Committee Dashboard Development Best Practices
For a consistent look and feel and a best practice, each OBI installation should include links that provide a means for the user to contact the institution with questions about using the tool or the data provided. Additional links regarding privacy policy, accessibility or other policies should be considered.
CHAPTER 4
Add a pivot table view
Formatting
calculations/sums
Add a chart to a pivot table view
Create additional views
Add a Pivot Table View
Let’s add a pivot table. This is one of the most flexible OBIEE
Answers views.
Add a Pivot Table View
The section at the top is used to design your pivot table.
Below you see the results. At the top left are buttons for properties and formatting
Add a Pivot Table View
To remove an element from the view, move it to the Excluded
section. Let’s move Gender to excluded and see how the view
at the bottom changes.
Add a Pivot Table View
To move elements in the pivot view simply drag and drop
them as needed.
Use the sum button to sum or sub-total the report as needed.
Let’s sub-total by IPEDS Race Ethnicity
Add a Pivot Table View
OBIEE has several sum options, we will select to sub-total
‘before’
Notice here we can also format labels and values
Add a Pivot Table View
Now we see our sub-totals appear ‘before’ our detail counts
Let’s move Term to the Page area at the top of the pivot table. This will create a drop down where we can
select the term.
Add a Pivot Table View
Now we see the term element is a drop
down box
We can format labels, let’s change this label to
‘Enrollment’ To do this, we click on the button to the right of the
element name above
Add a Pivot Table View
Now we select format headings
Add a Pivot Table View
Change the caption
Add a Pivot Table View
We have updated the heading
Practice Assignment #6 Using the query you created in assignment #5, Add
the following: 1. From the compound layout use add view to
add a pivot table. 2. Create a pivot table that shows term, campus
and IPEDS Race ethnicity in a column down the left and gender across the top.
3. Create a subtotal by campus. 4. Move the Term to a page item 5. Add a sum to the measure label to subtotal
gender across the row 6. Change a header on an element 7. Add the pivot table as the first view in your
view selector. 8. Save the query in your folder. Name it using
the following format: Your Initials_Practice_Assignment6 For example : HRE_Practice_Assignment6 Once you have made these changes, view the
results of the report in the compound view, it should look similar to the report on this page.
Duplicate a View
Click here to create a new view,
duplicate a view, delete a view, or
create a specialized view.
Note: you can
create multiple views of the same type, for example
multiple pivot tables, OBIEE automatically
numbers the views
Add a Chart to a Pivot Table View
A powerful tool within OBIEE Answers allows you to chart
the results of your pivot table. We click here to add a chart
Add a Pivot Table View
Add a Pivot Table View
We can use the Chart Position options to
customize where the chart appears on our
report.
Add a Pivot Table View
You can choose from a variety of chart
types
Add a Pivot Table View (Sample A Hint)
You can choose from a variety of chart
types
Add a Pivot Table View (Sample A)
You can choose from a variety of chart
types
Add a Pivot Table View (Sample B hint)
You can choose from a variety of chart
types
Add a Pivot Table View (Sample B)
You can choose from a variety of chart
types
Add a Pivot Table View (Sample C hint)
You can choose from a variety of chart
types
Add a Pivot Table View (Sample C)
Practice Assignment #7 Using the query you created in assignment
#6, Add the following: 1. Select your pivot table and
duplicate it. 2. On pivot table 2 add a chart 3. Move elements around on your
pivot table and see how this affects the chart.
4. Add the pivot table 2 as the first view in your view selector.
5. Try to replicate sample Pivot Table/Charts A, B and C.
6. Save the query in your folder. Name it using the following format:
Your Initials_Practice_Assignment7 For example : HRE_Practice_Assignment7
Using functions to create new elements ‘on the fly’
Begin by adding any element from the left-hand list, then
use the fx button to modify it as needed
Using functions to create new elements ‘on the fly’
The edit column formula box
appears, and you can use functions to
create your own element. Click the custom heading to
rename the element to something meaningful
Using functions to create new elements ‘on the fly’
Create average accumulated credit hours by dividing
total credit hours by the home
institution student count.
Using functions to create new elements ‘on the fly’
average student credit hours.
Sums and Calculations on Pivot Tables
You have many options when aggregating on a pivot table, for example you can show an
amount as a percent of, or Index of. You can also show a running sum.
You can use the duplicate layer and create
several versions of the same element
Sums and Calculations on Pivot Tables
This report shows some samples of what can be accomplished by using the
duplicate layer and varying the aggregation of an element
Practice Assignment #8 Create a query: 1. Select term – Fall 2009, select only first time
freshman, Select your own sector. 2. Include the following elements: Term,
campus sector, campus name, HEH is first time or transfer, home institution count and total credit hours.
3. Create a new element, name it ‘Average Credit Hours’. Use the Fx to calculate this element by dividing the total number of credit hours by the number of enrolled students
4. Create a pivot table using the sample at the right as a guide
5. Make sure to add sub totals to your pivot table to subtotal by Campus.
6. Add a running sum based on student headcount.
7. Ensure your report fits within the SUNY BI recommended guidelines.
Your Initials_Practice_Assignment8 For example : HRE_Practice_Assignment8
CHAPTER 5
Conditional Formatting
Advanced Charting Options
Conditional Formatting
Use the properties button, then click on
the conditional formatting tab. Then Add Condition, and
select the Cumulative GPA element
Conditional Formatting
Set the operator and the value, then press OK
Conditional Formatting
Set the background color to light yellow
Conditional Formatting
Here we see campuses where the Cumulative GPA is below the level
of our condition now have the campus name appear in Yellow
Practice Assignment #9 Create a query: 1. Select term – Fall 2009, select only
continuing undergraduate students, Select your own sector.
2. Include the following elements: Term, campus sector, campus name, home institution count and cumulative GPA.
3. Use the sample at the right as a guide for your report.
4. Add a conditional format on the campus name, select the Cumulative GPA to base the condition.
5. Ensure your report fits within the SUNY BI recommended guidelines.
Your Initials_Practice_Assignment9 For example : HRE_Practice_Assignment9
Advanced Charting Options
There are several advanced charting options. Here are some samples:
Gauges can be shown as a dial, bar or bulb.
Dial
A dial gauge shows data using a dial with one or more indicator needles that change position to indicate where the data falls within predefined limits.
Bar
A bar gauge shows data using a single bar that changes color to indicate whether the data is within predefined limits.
Bulb
A bulb gauge shows data using a circle that changes color to indicate whether the data is within predefined limits. An array of bulb gauges is particularly useful for scorecard-type output.
Advanced Charting Options
Title Use the title view to add a title, a subtitle, a logo, a link to a custom online help page, and timestamps
to the results. For more information, see Adding Titles to Results Using Oracle BI Title View. Legend Use the Legend view to document the meaning of special formatting used in results, such as the
meaning of custom colors applied to gauges. For more information, see Adding a Legend to Results Using Oracle BI Legend View. Funnel Chart Use the funnel chart view to show a three-dimensional chart that represents target and actual values
using volume, level, and color. It is useful for depicting target values that decline over time, such as a sales pipeline.
For more information, see Showing Results in a Funnel Chart Using Oracle BI Funnel Chart View. No Results The no results view allows you to specify explanatory text to appear if the request does not return any
results. For more information, see Alerting Users to No Data Using Oracle BI No Results View.
CHAPTER 6
Column Selectors
My Dashboard
Storing and sharing queries
Column Selectors
To create a column selector, select add view, then select
column selector
Column Selectors
We use this screen to add columns. Check the Column to
use the column as a column selector, then pick elements from
the left to add.
Column Selectors
We have added HEH and Full/Part time to the Gender Column
Column Selectors
The column selector changes
the column based on the selection
Practice Assignment 11 1. Create a query using the
sample to the right 2. Add a column selector, that
includes gender, HEH and Full/Part Time
3. Ensure you have a filter view 4. Test out the column selector to
see the column change in the report
5. Save the query in your folder. Name it using the following format:
Your Initials_Practice_Assignment_11
For example :
HRE_Practice_Assignment_11
My Dashboard
• Use this area to place reports you want to see when you enter BI
• Ensure the first page of your ‘My Dashboard’ does not run any queries, this is a SUNY BI best practice
• Dashboard can have multiple tabs which are synonymous with pages
• My Dashboard cannot be shared with other users.
My Dashboard
Click on the plus sign to add pages to your dashboard.
Click on the plus sign to add columns to your page.
My Dashboard
You can add content to you’re my dashboard area
using reports you have created and saved. The reports can come from a
shared folder or from your personal folder.
My Dashboard
Always use the sections headers to label your
reports, it uses less room than the titles, as you can see in the example on the
right
Storing and Sharing Queries
You may store queries in the My
Folder or IR Community Area.
Use Manage Catalog to create a
new folder. Folders help
organize content.
Practice Assignment 12 1. Save Assignment 11 in the IR
Community Folder, name it as shown below
2. Add a page to you’re my dashboard, and make the intro page your first dashboard page.
3. Add a report to your page 1 of ‘My Dashboard’
4. Name and display the section heading on your dashboard page
5. Test out you’re my dashboard page 6. Name query using the following
format: Your Initials_Practice_Assignment_12 For example : HRE_Practice_Assignment_12
WRAP UP
Narrative View
Ticker
Static Text
Narrative View
• 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. You can perform the following actions in the narrative view:
• Type a sentence with placeholders for each column in the results. • Specify how rows should be separated. • Use HTML formatting buttons to make text bold, italic, or underlined, and insert line breaks. • Apply cosmetic formatting to the fonts used in the narrative view, or import the font formatting
from a previously saved view. • Add references to variables
Narrative View
Narrative View
Use the Narrative view to create text and include data
Practice Narrative
1. Create a query 2. Add a narrative view 3. Add a header 4. Add some html to the
view 5. Adjust the compound
view so only the narrative view is visible.
6. Save the query in your folder. Name it using the following format:
Your Initials_Practice_Narrative
For example :
HRE_Practice_Narrative
Ticker View
Use the ticker view to show the results of the request as a ticker or marquee, similar in style to the stock tickers that run across many financial and news sites on the Internet. You can control what information is presented and how it scrolls across the page.
Ticker View
Static Text
Use the static text view to add or edit text to appear with the results. You can add markup that contains formatted text.
Practice Ticker and Static Text 1. Create a query 2. Add a Ticker view 3. Add a Static Text view 4. Add some formatting using html
to customize the static text view. 5. Adjust the compound view so the
ticker and static text are visible. 6. Save the query in your folder.
Name it using the following format:
Your Initials_Practice_Ticker_Static_Text
For example :
HRE_Practice_Ticker_Static_Text
Thank you for attending OBIEE 10G Answers Training
Top Related