|Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition (Oracle Fusion Applications Edition)
11g Release 1 (11.1.1)
Part Number E20835-02
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This preface describes new features and upgrade considerations in Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1). If you are upgrading to Oracle BI EE from a previous release, then read the following information carefully, because there are significant differences in features, tools, and procedures.
This preface contains the following topics:
New features in Oracle BI EE 11g Release 1 (18.104.22.168) include:
Auto-Complete Functionality for Prompts
This release contains auto-complete functionality for prompts. When enabled by the administrator, auto-complete suggests and highlights matching prompt values as the user types in the prompt selection field. Auto-complete can be excluded or included on dashboards, and users can turn auto-complete off for their accounts. For more information, see "What Is Auto-Complete?"
Optional Apply and Reset Buttons for Prompts
You can show or hide a prompt's apply and reset buttons. If the designer chooses to hide the apply button, then the specified prompt value is immediately applied to the dashboard or analysis. For more information, see "Dashboard builder", "Dashboard Properties dialog", and "Edit Page Settings dialog".
Miscellaneous Prompts Enhancements
The following prompts enhancements were added:
The prompt Reset button now provides three reset options: Reset to last applied values, Reset to default values, and Clear All. For information about these options, see "Dashboard Properties dialog".
In the "Dashboard builder", the dashboard designer can add the Edit and Copy links to the dashboard's prompts. These links will display at run time, and users with the proper privileges can click them to edit the prompt or copy the prompt's link.
The row-based layout prompt option was added to the prompt editor's "Definition pane". As a result, you can now specify a row-based or column-based layout for your prompts.
This release introduces Favorites, which allows you to bookmark as favorites the catalog objects that you view regularly or want to view again at another time. You can use the "Manage Favorites dialog" to organize your favorites into categories, and you can view your favorites list and open your favorite objects from the global header's Favorites menu. For more information, see "What Are Favorites?"
Customizable Global Header and Get Started .... Section of the Home Page
The order of the links on the global header can now be customized, and links to external locations can be added to the global header. The Get Started... section of the home page can also be customized to meet the informational needs of the users. The Administrator implements these customizations and when users log into Oracle BI EE, they will see these customizations. For more information, see "What Is the Oracle BI EE Global Header?" and "Home page".
Oracle BI Client Installer Option Added to the Home Page
A link to the Oracle BI Client Installer has been added to the Download BI Desktop Tools option, which is located in the Getting Started... section of the Home Page. User's with the proper privilege can click this option to download and install the the Business Intelligence Administration Tool and the Oracle Business Intelligence Job Manager. For more information, see "Home page".
Integrated Full-Text Search Capabilities
This release provides a fully integrated full-text search. This search is available after the administrator integrates Oracle BI Enterprise Edition with Oracle Secure Enterprise Search. This method of searching allows the user to find objects by searching on their attributes such as author and column name. For more information, see "Full-Text Catalog Search".
Ability to Set Accessibility Mode in the Sign In Page
In this release, the "Sign In page" has been enhanced to include the Accessibility Mode box, which allows you to specify whether you want content for Oracle BI EE to be rendered in a browser in a way that facilitates the use of a screen reader. For more information, see "Signing In to Oracle BI Enterprise Edition".
Enhancement to Oracle Scorecard and Strategy Management
This release includes the addition of a contribution wheel diagram to a strategy tree, which allows you to view an objective and its supporting child objectives and KPIs hierarchically in a circular diagram. For more information, see "Understanding a Contribution Wheel Diagram".
Oracle Business Intelligence Mobile
Oracle Business Intelligence Mobile is now documented in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile.
Enhancements to Map Views
In this release, map views have been enhanced in various ways:
You can include non-BI layers on a map view, as described in "Editing Map Views".
You can use the marquee zoom feature to zoom into a specific area of the map view, as described in "Zooming in Map Views".
Enhancements to Selections
The release includes the following enhancement to selections:
The ability to include selected members in hierarchy selections steps that are based on family relationships. For more information, see "Select Values dialog".
The addition of Siblings of and Leaves of options in family relationships. For more information, see "Select Values dialog".
If the content designer adds a selection step that includes a condition with a qualified data reference (QDR), the QDR now displays in the Selection Steps pane. For more information about QDRs, see "New Condition Step dialog".
The "All X values where Y = values" condition type was added. This condition type is available for attribute columns and hierarchical columns. The Column field was added to the New Condition Step dialog for this condition type. For more information, see "New Condition Step dialog".
Enhancements to Views
This release includes the following enhancements to views:
The ability to rename views and compound layouts. For more information, see "Renaming Views or Compound Layouts".
The Selection Steps view was added. This view when added to an analysis, displays the selection steps in effect for the analysis. For more information, see "Results tab: Selection Steps editor".
Enhancements to Tables and Pivot Tables
In this release, tables and pivot tables have been enhanced to allow you to:
Select the measure on which to sort a column in a pivot table. For more information, see "Sorting Options Menu".
Specify how columns that are added to an analysis from the "Analysis editor: Criteria tab" after displaying the analysis results are handled. For more information, see "Analysis Properties dialog: Data tab".
Additional interactions on the right-click menu, for example, Include column, Show Running Sum, interactions for selection steps, and so on. For more information, see "Right-Click Menu for Tables and Pivot Tables".
The ability to specify which interactions (for example, Drill) are available when you right-click in an analysis or a dashboard at run time. For more information, see "Analysis Properties dialog: Interactions tab".
BI Composer Enhancements
This release includes the following enhancements to BI Composer:
The ability to use BI Composer in regular mode as well accessibility mode. (In the previous release, BI Composer was available only in accessibility mode. For more information, see "Availability of BI Composer in Oracle BI Enterprise Edition".
The ability to perform the following tasks when creating an analysis using BI Composer:
Add or remove subject areas from which to select columns
Specify column interactions, such as drill
Specify whether columns are hidden
Specify column formulas
For more information, see "Creating Analyses Using BI Composer".
New features in Oracle BI EE 11g Release 1 (22.214.171.124) include:
Custom Width for Prompts
In this release, you can specify the width of each column prompt field. You can set the width when designing an individual prompt or when specifying format options for the prompts page. If you are specifying the prompt width on the prompts page, all prompts display to the width that you specify. You can also specify to wrap column labels on the prompts page.
The prompt field width and wrap prompt labels settings do not apply to the Slider user input type. For information about prompts, see Chapter 6, "Prompting in Dashboards and Analyses."
This release introduces BI Composer, a simple-to-use wizard that allows you to quickly and easily create, edit, and view analyses without the complexities of the "Analysis editor". In this release, it is available only in accessibility mode (that is, it is optimized for use with screen reader applications such as JAWS) so that users with visual impairments can easily create, edit, and view analyses.
Enhancements to the KPI Editor
This release includes the following enhancements to the "KPI editor":
The Thresholds page has been redesigned and renamed the States page. The redesign allows you to specify threshold values as percentages of the target value and to specify the status to assign to a KPI that returns no data.
A new page named Custom Attributes has been added that allows you to create custom columns for the KPI.
Oracle Business Intelligence Mobile
This release introduces Oracle Business Intelligence Mobile, which allows you to view Oracle BI EE content on supported mobile devices such as the Apple iPhone and Apple iPad.
For more information, see Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile.
Financial Reporting Objects in Oracle BI Presentation Catalog
If you installed Oracle BI EE as part of Oracle Fusion Applications, then you can store and edit new objects that you create for Oracle Hyperion Financial Reporting in Workspace in the Oracle BI Presentation Catalog.
For information, see "Integration of Oracle BI EE with Oracle Enterprise Performance Management System".
New features in Oracle BI EE 11g Release 1 (126.96.36.199) include:
Key Terminology Changes
In this release, the following terminology changes have been made:
iBots have been renamed to agents (also known as intelligent agents)
Requests (or reports) have been renamed to analyses, and the term reports now refers to BI Publisher reports
Presentation columns have been renamed to attribute columns
Charts have been renamed to graphs
Security terminology and architecture has changed. For more information, see Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition
Major User Interface Improvements
The user interface has undergone major improvements in several areas, including a new Home page and redesigned editors and panes. These improvements are intended to make working with Oracle BI EE easier and more consistent. This guide provides detailed information on working with the various pieces of the user interface.
The interface has been enhanced to better serve the needs of users with disabilities. For information, see Appendix C, "Accessibility Features."
New Column Type and Related Operations
In previous releases (prior to 11g), you included presentation columns and measure columns in analyses. With this release, presentation columns have been renamed to attribute columns and a new column type, hierarchical column, is introduced. For information, see "What Are Subject Areas and Columns?"
Along with the new column type comes new ways to do the following:
Limit the data that is displayed in an analysis. You can continue to use a filter to limit the data for an attribute column, and you can use a "selection step" to limit data for columns by specifying the criteria for a set of members. See "Working with Selections of Data" for information.
Drill in data. You can drill to expand and collapse values in views such as tables, pivot tables, graphs, and maps. For information, see "Drilling in Views".
Sort data values. You can apply sorts to members, measures, and rows in views such as tables, pivot tables, graphs, and maps. Sorting is now enabled by default. See "Sorting Data in Views" for information.
Enhancements to Views
Several of the view types have been enhanced, including those in the following list:
Table and pivot table have been enhanced to function more consistently and to display hierarchical columns. In a pivot table, you can easily drag and drop columns to various edges, to rearrange the display to suit your needs.
See "Editing Table and Pivot Table Views" for information.
Graph and gauge have been enhanced with additional functionality. For example, you can define section sliders for graphs and gauges. (For information about section sliders, see "Defining Section Sliders in Graphs and Gauges".
Map view is a new view type that presents data in spatial form. Through location context, map views allow users to easily discover trends and transactions across regions that might not be obvious in tables or graphs.
See "Editing Map Views" for information.
In addition to view enhancements, this release includes an enhanced Layout pane to accompany those views in which you can manipulate data. See "Modifying the Layout of Data in Views" for information.
In this release, you can also create master-detail relationships among certain view types. For information, see "What is Master-Detail Linking of Views?"
Calculated Items and Groups
You can continue to create calculated items to perform mathematical operations on members. In previous releases (prior to 11g), you could create a calculated item for an attribute column. In this release, you can create a calculated item for the members of an attribute column or of a hierarchical column.
In this release, you can create a "group" of members to display in a view. The group inherits the aggregation function of the measure column with which it is displayed.
See "Working with Groups and Calculated Items" for information.
Multiple Subject Areas
In this release, you can work with multiple subject areas. In addition to the primary subject area that you select when you create a new analysis, filter, or dashboard prompt, you can include additional subject areas that are related to the primary subject area with which to work.
For information, see:
In addition, you can view metadata information for subject areas, folders, columns, and hierarchy levels. See "Viewing Metadata Information from the Subject Areas Pane" for information.
Interaction with Other Oracle Products
In this release:
Oracle BI Publisher is a fully integrated member of the Oracle BI EE suite by default. All of the BI Publisher functionality appears seamlessly within the Oracle BI EE application, and all of the reports and related objects are created within Oracle BI EE and saved to the Oracle BI Presentation Catalog.
For information, see "How Does Oracle BI EE Interact with Other Products?"
Oracle Hyperion Smart View is available for download from the Oracle BI EE Home page.
For information, see "Integration of Oracle BI EE with Oracle Enterprise Performance Management System".
The integration of Oracle BI EE with Oracle Business Intelligence Add-in for Microsoft Office has been enhanced.
For information, see Appendix B, "Integrating with Microsoft Office."
SQL Functions for Time Series Calculations and Level-Based Measures
The following new and revised SQL functions enable you to create time series calculations and level-based measures:
PERIODROLLING is a new function that computes the sum of a measure over the period starting x units of time and ending y units of time from the current time.
AGGREGATE AT is a new function that aggregates columns based on the level or levels specified.
AGO is a time series aggregation function that calculates the aggregated value from the current time back to a specified time period. In this release, the
time_level argument is optional, and there are additional syntax changes. This function was called
PERIODAGO in the previous release (prior to 11g).
TODATE is a time series aggregation function that aggregates a measure attribute from the beginning of a specified time period to the currently displayed time. The syntax for this function has changed in this release. This function was called
PERIODTODATE in the previous release (prior to 11g).
Embedded Database Functions
You can create analyses by directly calling database functions from either Oracle Business Intelligence, or by using a Logical column (in the Logical Table source) within the metadata repository. Key uses for these functions include the ability to pass through expressions to get advanced calculations, as well as the ability to access custom written functions or procedures on the underlying database. Supported functions include
EVALUATE_PREDICATE. See "Database Functions" for information.
Enhancements to Formatting
This release includes enhancements to the way that default formatting is handled. Conditional formatting has been enhanced to work with pivot tables and with hierarchical columns. For complete information, see Chapter 7, "Formatting Analyses, Views, and Dashboard Pages."
Enhancements to the Oracle BI Presentation Catalog
The Oracle BI Presentation Catalog is a powerful, underlying storage directory-based system that contains the objects (dashboards, scorecards, prompts, and KPIs for example) that you create. If you use BI Publisher, then the catalog also contains BI Publisher data and objects (data models and schedules, for example). Using the catalog, you can:
Perform basic tasks such as creating, deleting, and copying objects and folders.
Perform object-specific tasks (for example, modifying settings using the associated editor, or creating and assigning an agent).
Find objects by performing a search.
In addition to these tasks, administrators can:
Access the root folder that contains systemwide object and user data.
Specify permissions that determine the folders and objects that users can view.
Work with properties such as changing the ownership of a folder or viewing the creation date of an object.
Archive the entire catalog, folders, or objects to unzip them in another directory location.
For complete information, see Chapter 13, "Managing Objects in the Oracle BI Presentation Catalog."
Full-Text Search Capability
This release provides a mechanism for searching for objects in the Oracle BI Presentation Catalog that is similar to a full-text search. You can search for objects by various attributes, such as name and description. See "Searching Using Partially Integrated Full-Text Catalog Search" for information.
In this release, you can create actions that navigate to related content or that invoke operations, functions, or processes in external systems. You can include actions in analyses, dashboard pages, agents, scorecard objectives, scorecard initiatives, and KPIs. End users can then invoke these actions, for example, as they gain insight from analyzing data in analyses or from viewing dashboards. For information, see Chapter 10, "Working with Actions."
In this release, you can create new objects called conditions. Conditions return a single Boolean value that is based on the evaluation of an analysis or of a key performance indicator (KPI). You can use conditions to determine whether agents deliver their content and execute their actions, whether actions links are displayed in dashboard pages, and whether sections and their content are displayed in dashboard pages. For complete information, see Chapter 9, "Working with Conditions."
Enhancements to Agents
In this release, the functionality of agents (previously called iBots) has been enhanced to incorporate support for conditions and for actions. For information, see Chapter 8, "Delivering Content."
Enhancements to Compound Layout
In this release, the use of the compound layout was enhanced. For information, see "Creating Additional Compound Layouts".
Key Performance Indicators (KPIs)
In this release, you can create KPIs to represent business measures or metrics (Units Shipped, Manufacturing Costs for example) that you want to monitor, improve, and use to evaluate the performance of the objectives and initiatives that comprise levels of organizational strategy. Use KPIs to perform these tasks:
Collect and present business metrics in a variety of formats such as custom views, analyses, and dashboards.
Aggregate data where KPIs intersect other metrics by specifying dimensionality. For example, a Product Sales KPI can be dimensioned by Region and Fiscal Time to view Product Sales by region and different periods of time such as financial quarter.
To proactively respond to changes in KPI performance, you can create the following:
Agents that notify you when a KPI assesses a specific performance state, such as warning.
Action links that are tasks associated with performance state.
Create a KPI Watchlist of the KPIs that you want to monitor the most frequently or closely.
Oracle Scorecard and Strategy Management
In this release, you can use Oracle Scorecard and Strategy Management to articulate, evaluate (scorecard), and evolve the performance of your organization or key business areas. You can use Oracle Scorecard and Strategy Management to define, depict, and monitor the progress of the strategic goals and requirements (objectives) key to corporate functions, and the tasks and projects (initiatives) that are required to achieve those goals.
For information, see Chapter 12, "Scorecarding."