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December 5, 2008
Session Overview
OBIEE offers a rich array of widgets for use in designing and developing dashboards, from dashboard prompts to view selectors to column selectors. This session will share the tips and tricks weve discovered on how best to use the powerful capabilities.
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Session Topics
Overall Design Tips & Tricks Dashboard Tips & Tricks Answers Tips & Tricks Dashboard Terminology Usage Tracking Resources
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Dashboard Prompts
Use prompts to filter results on either an entire Dashboard or the current Dashboard page
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Dashboard Prompts
Tips & Tricks
Select from many operators available Use SQL Results to set choices shown Use Server Variables to set defaults Set Presentation Variables Use constrain Use multiple prompts
Example
Only show departments and funds that a user is interested in. But still allow them to search on any.
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Dashboard Prompts
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Drill in Place
Shows the new results directly in the dashboard rather than replacing the entire dashboard page
Arrange Horizontally
Displays all requests in this section horizontally
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Report Links
Option controls links displayed under reports
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Dashboard Branding
OBIEE can be customized to your institution using styles, skins, and custom images Tips & Tricks
Name your dashboard (bg_banner.jpg)
http://obiee101.blogspot.com/2008/09/obiee-portal-customization-part-1.html
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Download to Data
Download to Data creates a CSV (Comma Separated Values) file, which includes all of the columns included in the Answers request (not just the view displayed on the screen) Formatting from the screen will not be carried over to the file Additional download results have been documented on our website:
http://polydata.calpoly.edu/dashboards/faqs.html
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Dashboard Printing
PDF or HTML of displayed view Headers or Footers appear in PDF if added to the Compound Layout
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Include all members of hierarchies in column selectors so they can jump to level Add column selector to a hidden field on a Pivot to sort results (otherwise only available on table view) Uncheck automatically refresh when a new column is selected so users have GO button
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View Selectors
Tips & Tricks
Standardize on label text such as Select a View: Create view to display filters Create view with instructions before displaying data Create view to easily download data
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Narrative View
Use narrative view to combine text with the results of a request Useful for referencing variables
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Use multiple compound layouts for requests with multiple layouts but the same criteria
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Compound Layout
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Saved Filters
Use saved filters so they may be shared with multiple requests Document shared filters in a flow chart to show dependencies on specific saved filters
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Saved Filters
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Saved Filters
Tips & Tricks
Create to match all columns in a dashboard page prompt Create to match all columns in the criteria Create to match all columns in standard column selectors Create to use for development while building new requests Order of filters matters!
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Value Interaction
Use value interaction to specify what should happen when a user clicks on a column heading or column value Allows users to navigate to multiple requests or dashboards
If multiple navigation paths, pop-up window displays caption
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Value Interaction
Source Request
Set Interaction Type to Navigate Add Navigation Target to an Answers request Add caption (if multiple targets)
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Value Interaction
Target Request
Use filter with operator of Is Prompted Include all possible columns
Columns in Pivot Axis Columns in Prompts Column Selectors
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Dashboard Elements
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Dashboard Terminology
Dashboard content separated by Functional Areas Dashboard Pages one or more related requests Dashboard Page Prompt controls requests on dashboard page Narrative text allows static and variable text Request query Hyperlinks - hierarchical drills, drill to detail options, and links to related information Filter selection criteria for request Column Selector view different columns of data View Selector select different reports within the same request Conditional formatting using green, yellow, red symbols Presentation Catalog Folder list of content related requests
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Usage Tracking
OBIEE provides a usage tracking system with the standard installation Usage Tracking includes
SQL statements to create tracking user and tables/views RPD containing Usage Tracking models Web Catalog for Usage Tracking dashboard
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Usage Tracking
Installing the Usage Tracking components includes:
Creating a database user to host the Usage Tracking objects Creating the Usage Tracking database objects Merging master RPD with Usage Tracking RPD Altering NQSConfig.ini to enable Importing Usage Tracking web catalog components
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Usage Tracking
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Usage Tracking
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Resources
Oracle Metalink 3.0 http://metalink3.oracle.com Oracle Business Intelligence obiee-101 http://obiee101.blogspot.com Business Intelligence Oracle http://oraclebizint.wordpress.com FAQs for PolyData Dashboards
http://polydata.calpoly.edu/dashboards/faqs.html
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Questions?
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Contact
OBIEE Technical Conference:
http://polydata.calpoly.edu/dashboards/obiee_conf/index.html
Email: polydata@calpoly.edu
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