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BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to-end OBIEE Dashboard design document. The document briefs you practical approach to create Dashboard, Analysis, Filters, Maps, KPI, scorecard Gauge and Prompts. The document assists OBIEE11g learners to explore the various features. The document simplifies OBIEE11g. In the first part of tutorial it is shown creation of Brand Analysis Dashboard. The subsequent release of the case study will cover many new advanced features of Dashboard building. Join our professional training program to learn from the experts.
History: Version 0.1 0.1 Description Change Initial Draft 1st Review Author Kuldeep Mishra Amit Sharma Publish Date 1st Jul 2012 5th Jul 2012
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Purpose
This tutorial covers steps to create OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts and Pivots. Finally it shows how to integrate them into a single unit.
Time to Complete
Approximately 120 min.
Overview
OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e
Chart ,
Dashboard: Single user interface to show the complete company stats in common windows. Analysis Business Users makes adhoc queries to satisfy various business questions by simply drag and drop the objects. Filters/Dashboard Prompts Enable users to filter the records. It could be based on user inputs. Pivot: Cross Tabular layout of the information. Chart: Graphical view of the business data. Gauge: An alternate way to display info where we need to project data Actual Vs Target.
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Table of Contents
1) Dashboard Prompt Select Metric 2) Dashboard Prompt Select Language 3) Dashboard Prompt Set Source DB Table 4) Creating Pivot Custom Group 5) Creating Pivot Target Completion 6) Chart Target Completion Chart 7) Bubble Chart Revenue Demographic 8) Creating Pivot Converted Revenue 9) Creating Dashboard Annotation 4 12 19 27 32 49 59 67 78
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Requirement #1: As a part of our learning, we are going to create the below Dashboard called Product Profitability Analysis. The dashboard is divided into multiple objects (Analysis, Prompts, Chart and Pivots etc). We are going to create below object in the specified order. This makes very easy for the learner to create the dashboard.
Now we are going to create complete dashboard in step by step manner. Dashboard Prompt Select Metric Step 1):- Create a new dashboard prompt. To create dashboard prompt, login to Analytics and go to right pane ClickNew and select dashboard prompt and select a Subject Area as given below.
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ii) After selecting subject area, dashboard prompt window will display. Here we have preview, add , open prompt for catalog , insert page break ,edit , delete options.
Column Prompt: - Obtain list of values from a Subject Area column. Variable Prompt :- Provide a custom list of values to populate a variable. Image Prompt :- Allow the user to select values using an HTML
button and select Column Prompt then choose the Subject Area column from Select Column
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iv) Now the column New Prompt window will display. Here we specify the following properties. ClickEdit Formula button
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ClickOk. v)Write on Label Select Metric , Select OperatorIs equal to / is in, User InputRadio Buttons.
vi) In options we are able to set various other options. In Radio Buttons ValuesSpecific Column Values from drop down list.
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vii) Click
Click
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Select values.
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ix)Select Radio Button WidthDynamic , Set a variablePresentation Variable from drop down list and write the presentation variable name as Met01.
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ClickOk. x)After click ok , we see the prompt in prompt label and In display pane we see the view of prompt.
Dashboard Prompt Select Language Step1):- Now we create another dashboard prompt. i)Click sign and select Column Prompt.
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ii)After that choose the Subject Area column from select column window.
ClickOk. iii) Now after chose the column New Prompt window will display. Here we specify the following properties.
Edit Column Formula window will display ,Write En in column formula in place of 1-Revenue.
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ClickOk. iv)After click Ok, we see prompt for column En. Label Select Language, OperatorIs equal to / is in, User InputRadio Button .
vi) In options we are able to set various other options. In Radio Buttons ValuesSpecific Column Values from drop down list.
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vii)Click
Click on Edit
button.
viii) After click on edit button Edit window will display write the values on it.
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ClickOk. x)Here we see the selected values on Specific column values drop down list.
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After click on
Click Ok. xii)Here we see the selected value on specific value drop down list. Select Radio button widthDynamic ,Set a variableRequest variable from dropdown list and variable name
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ClickOk. xiii)After ClickOk ,In prompt window we see the created prompt and its view to the display window.
Dashboard Prompt Select Metric Step1):- Now we create another dashboard prompt . i) Click sign and select Column Prompt.
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iii)After selected Column Prompt, Select Column window will display. then choose the Subject Area columns from Select Column window.
ClickOk. Dashboard Prompt Set Source DB Table iv) Now, the column New Prompt window will display. Here we specify the following properties. ClickEdit Formula button
Edit Column Formula window will display ,Write B in column formula in place of 1-Revenue.
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ClickOk. iv) After click Ok, we see prompt for column as B. Label Set Source DB Table, OperatorIs equal to / is in, User InputRadio Button .
v)In options we are able to set various other options. In Radio Buttons ValuesSpecific Column Values from drop down list.
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vi)Click
vii) Click
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ClickOk. ix)We see the values in Specific Column values dropdown list.
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Click
Select a value and ClickOk. xi)Here we see the specific value ,Radio Button width Dynamic , Set a variable-Request Variable and write variable name as Dynamic_Product_Table.
ClickOk.
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xii)After ClickOk ,In prompt window we see the created prompt and its view to the display window.
Click on Save button. xiii)After click on Save as button, Save as window will display here we give the name of prompt and show the location where the prompt save.
ClickOk. Dashboard Prompt Currency Step 1):-Now here we create another prompt called as Currency prompt.
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i)Go to NewDashboard Prompt and SelectSubject Area (Sample Sales as previously) then the dashboard prompt window will display.
ii)Click
iii)After click on currency prompt the New Prompt window will display.
ClickOk.
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iv)After click ok, we see the created currency prompt and also see the view of prompt in display pane.
ClickOk. Creating Pivot Custom Group Step 3):- Now, we create the first report of Product Details dashboard called as Custom Group. i)Click on NewAnalysis then chose subject area from Select Subject Area.
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ii)Select tables column from left side Subject Area pane within Criteria.
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v)In Edit Column Formula we change Column Heading, CheckCustom Heading and Custom HTML Markup , Aggregation RuleSum.
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ClickOk. vi)After set all properties in criteria ClickResult tab and here we see result in below image. ClickEdit View option on pivot table.
vii)After click on edit view option on pivot table, the edit view window will display. Here we set properties like RowsProducts (Product Hierarchy),ColumnsTime(T05 Per Name Year),MeasuresBase Facts, ExcludeMeasure Labels. In columns Click summation and Select After to show grand total.
After set all properties ClickDone. viii) Now , we see the result , ClickEdit View on title.
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ix)After click on edit view on title ,the edit view window will display. SetTitle as Custom Group, Started TimeDisplay date and time.
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xi) Now Click on save button ,the save as window will display to save the report.
ClickOk. Creating Pivot Target Completion Step 4):- Now, we create the second report of Product Details dashboard called as Target Completion. i)Click on NewAnalysis then chose subject area from Select Subject Area pane. Here , Subject AreaSample Sales.. ii) Select tables column from left side Subject Area pane within Criteria.
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vi)In column properties ClickData Format, CheckOverride Default Data Format , Custom Numeric Format#.00M
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viii)Edit Column Formula window will display, Here we CheckCustom Heading change Column HeadingTarget ,Aggregation RuleDefault(Sum) , Column FormulaBase Facts.5- Target Revenue/1000000.
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ClickOk. xi) In column properties ClickData Format, Treat Numbers AsCustom, CheckOverride Default Data Format , Custom Numeric Format#.00M
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xiii)In Edit Column Formula, CheckCustom Heading ,Column HeadingCompletion , Aggregation ruleNone , Set Column Formula.
ClickOk .
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xv)In Column PropertiesData Format tab ,CheckOverride Default Data Format ,Treat Text AsHTML from drop down list .
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xvii) In Edit Column Formula, CheckCustom Heading ,Column Heading% , Aggregation ruleDefault(Sum) and Set Column Formula.
xix)ClickResult.
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xxi)ClickEdit
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xxii) Now we set the properties in edit window. As same in below image. In Pivot table promptsTime(T05 Per Name Year) , RowsProducts(P4 Brand) and Click After, ColumnsMeasure Labels ,MeasuresBase Facts(Actual ,Target ,Completion),Simple Calculation%..
xxiii)Here we see the pivot table result after set properties ClickDone to save all properties.
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After select column from add condition. New condition window will display. Select OperatorIs greater than ,Value115.
ClickOk. After Click Ok. Edit Format window will display. Set Color and Background Color.
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ClickOk xxvi) After ClickOk, We see the first condition in conditional format tab. Once again click on add condition and select the column on which make a condition .
New condition window will display. Select OperatorIs Less than ,Value85.
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ClickOk. After Click on ok. Edit Format window will display and here we set the properties color and background color.
ClickOk. After ClickOk, We see the both first and second condition in conditional format tab within the column properties.
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xxviii)ClickEdit on Title. The title window will display ,write the title of report in title box ,SelectDisplay Date and Time from Started Time drop down list.
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After set properties Click.Done. xxix)Go to result and see the result.
xxx)Now Click on save button ,the save as window will display to save the report.
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ClickOk. Chart Target Completion Chart Step 5):- Now, we create the Third report of Product Details dashboard called as Target Completion Chart. i)Click on NewAnalysis then chose subject area from Select Subject Area pane.Here , Subject AreaSample Sales. Similarly, chose previous report (Target Completion) criteria.
and set all properties. After set all properties ,we see the properties as
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ii)ClickNew ViewGraphLineDefault.
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iv)Measures(Lines(Vertical Axis))% , Line(Group By(Horizontal Axis))T04 Per Name Half , Line(Vary Color By (Horizontal Axis))P4 Brand ,ExcludeT05 Per Name Year, Actual, Target
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vi)Click Edit graph property, Graph properties window will display ,here we select General tab. In general tab Canvas Width450 , Canvas Height200 , Legend LocationRight .
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ClickScale Markers ,Scale Markers window will display. Here we Click Customize Scale Marker, The customize scale marker window will display. Scale Marker as Static Value 100.
ClickColor drop down list ,Color Selector window will display ,select a color
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ClickOk. ix)Now, ClickTitles and Labels and set its properties TitleCompletion % ,In Labels ClickVertical Axis Labels
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ClickNumber Format tab, CheckOverride Default Data Format and set all properties.
ClickOk. Here we see the vertical axis label . ClickHorizontal Axis Label.
After ClickHorizontal Axis Label and Select Font format tab , Size10.
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Now Click on save button ,the save as window will display to save the report.
ClickOk.
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Bubble Chart Revenue Demographic Step 6):- Now, we create the second report of Product Details dashboard called as Revenue Demographic. i)Click on NewAnalysis then chose subject area from Select Subject Area pane .Here , Subject AreaSample Sales. ii) Select tables column from left side Subject Area pane within Criteria.
iii)ClickEdit Formula in Base Facts(Revenue) iv)After click on edit formula the edit column formula window will display. CheckCustom Heading ,Aggregation RuleDefault(Sum) and set the Column Formula.
ClickOk.
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vii) Click Edit View on graph. The Edit View window will display. In Bubble Graph(Measures)XY (Horizontal Axis)23 Avg # of Orders by Customer, XY (Vertical Axis)C21 Customer Age, XY (Bubble Size)1-Revenue , Bubbles(Bubbles)C7a Marital Status(Dense Lookup) , Vary Color By C7a Marital Status(Dense Lookup), Excluded46 Avg Order Process Time.
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ix)After click on edit graph properties ,Graph Properties window will display, In General tab we set the properties like Canvas Width350, Canvas Height220, Legend LocationTop from drop down list.
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ClickOk.
x)Now, ClickStyle tab and set all properties. Click on Style and Conditional Formatting.
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Click
ClickOk.
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xi)Now, ClickScale tab and set properties Axis limitsSpecify ,Minimum20, Maximum70, Tick typeSpecify, CheckShow Major Ticks6, CheckShow Minor Ticks1.
ClickVertical Axis Label ,The vertical axis labels window will display. SelectFont Format tab.
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xiv)ClickEdit View
After set all properties ClickDone. xv)After ClickDone ,We see the result.
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Now Click on save button ,the save as window will display to save the report.
ClickOk Creating Pivot Converted Revenue Step 7):- Now, we create the second report of Product Details dashboard called as Converted Revenue.
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i)Click on NewAnalysis then chose subject area from Select Subject Area pane .Here , Subject AreaSample Sales. ii) Select tables column from left side Subject Area pane within Criteria.
iv)After click on edit formula the edit column formula window will display. CheckColumn Headings and Change column Heading from 31 # of Orders (Cnt Distinct) to # of Orders , Aggregation RuleDefault.
ClickOk.
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vi)After click on edit formula the edit column formula window will display. Here we CheckCustom Headings change Column Heading70 Average FX Rate to Pref Currency to Average FX Rate , Aggregation RuleDefault(None) .
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viii)The column properties window will display SelectData Format tab ,In this tab set all properties CheckOverride Default Data Format, Treat Number asNumber from drop down list , Negative FormatMinus -123 from drop down list ,Decimal Places3, CheckUse 1000s Separator.
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x) Edit Column Formula window will display CheckCustom Heading, Change Column Heading 120 Converted Rev (Index Col), Aggregation RuleDefault(Sum).
xii)The Column Properties window will display , In Style tab ClickColor drop down list. Color Selector window will display here we chose a color.
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xiv)Now, ClickData Format tab and set the properties , Check Override Default Data Format, Treat Number asNumber from drop down list , Negative FormatMinus -123 from drop down list ,Decimal Places2, CheckUse 1000s Separator.
ClickOk. xv)After set all properties of columns we see the criteria. Now ,ClickResulr tab.
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xvii)ClickEdit View
on table. The edit view window will display. Here we set the properties.
xviii)Here we replace the position of Counts(# of Orders) and Orders(R3 Order Currency) with each other .
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xix)Click
xx) In summation after SelectAfter option then we see grand total in table result and check sign in summation .
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After set all properties ClickDone to save the properties. xxi) Now we see the result.
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on title. Write TitleConverted Revenue on title box , Started TimeDisplay date and
ClickDone to save the properties. xxiii)After click done we see the result as below.
xxiv) Now Click on save button ,the save as window will display to save the report.
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ClickOk Creating Dashboard Annotation Step 8):- Now, we create the second report of Product Details dashboard called as Dashboard Annotation. i)Click on NewAnalysis then chose subject area from Select Subject Area pane .Here , Subject AreaSample Sales. ii) Select tables column from left side Subject Area pane within Criteria.
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iv)The New Filter window will display .OperatorIs equal to / Is in , ValueAnnotations from drop down list.
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x)After click edit view on narrative .The edit view window for narrative will display.
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After set all properties and ClickDone. xii)After click on done ,Here we see the result and ClickEdit View on title.
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xiii)After click edit view ,the edit view window will display here we set TitleDashboard Annotation ,Started TimeDisplay date and time.
After set all properties ClickDone. xiv)Now, the result is shown as below.
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xv) Click
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xvii) Now Click on save button ,the save as window will display to save the report.
ClickOk Step 9):-Now we create a dashboard, Previously we created a dashboard called Simple Dashboard within Practice Dashboard folder. Now we create a new page in practice dashboard called as Brand Analysis. i)Go to DashboardPractice Dashboard(Simple Dashboard).
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ii) Click
iii)Click
Add Dashboard Page. The Add Dashboard Page will display. Page NameProduct details .
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then ClickOk. iv) Here we see the Product Details tab. Here we also see the Dashboard Objects .
v)Drag and Drop Column and Section dashboard objects from left pane to right pane.
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vi) Drag and Drop reports from shared folders left pane to right pane. Here we see all reports which we created above related to this dashboard. Here we also created on Action Link .
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viii)The rename window will display, here we set the name as See Dashboard Commentary, CheckUse Dashboard Object name as link text.
x) After ClickProperties tab , Action Link properties window will display and Click on Select Action
option.
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xi)After Click on Select Action option ,the Select Action window will display and here we select Annotate action.
ClickOk. xii) After ClickOk. The Edit Parameter Mapping Annotate window will display.
ClickOk
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ClickOk xiii) Now, ClickProperty tab of See dashboard Commentaries and SelectDisplay ResultsLink - In a Separate Window.
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Run button.
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