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Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition
11g Release 1 (11.1.1)

Part Number E10544-06
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New Features for Oracle Business Intelligence Users

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 for Oracle BI EE 11g Release 1 (11.1.1.7)

This section describes new features for Oracle BI EE 11g Release 1 (11.1.1.7). It contains the following topics:

New Features for 11.1.1.7.10

Note:

Information about Oracle BI EE 11g Release 1 (11.1.1.7.10) is only applicable to customers using Oracle Fusion Applications 11g Release 8 (11.1.8).

New features in Oracle BI EE 11g Release 1 (11.1.1.7.10) include:

Key Terminology Changes

In this release, the following terminology change has been made:

Enhancements to Dashboards

This release provides the following enhancements to dashboards:

Enhancements to Graphs

In this release graphs have been enhanced as follows:

Enhancements to Views

This release includes enhancements to various view types that can assist a content designer in creating more effective analyses faster, including those in the following list:

Enhancements to KPIs and Oracle Scorecard and Strategy Management

This release includes the following enhancement for KPIs and scorecarding:

New My Account dialog: Mobile Preferences tab

In the release, a new tab has been added to the My Account dialog called Mobile Preferences, where users can set their preferences for Oracle BI Mobile. For more information, see "My Account dialog: Mobile Preferences tab."

New Features for 11.1.1.7.0

New features in Oracle BI EE 11g Release 1 (11.1.1.7.0) include:

Recommended Visualizations Feature for Creating Views

In this release, when you create a view, you can choose a recommended view type based on the data in your analysis and, optionally, what you want to use it for (for example, to analyze trends).

You can choose a suggested "Best Visualization" as well as a "Recommended Subtype". Or you can instead choose the "Recommended Visualization" option, for which you specify your intent for the new view. For example, will the view compare values, compare percentages, visualize trends, or something else? From a list of suggested view types that is ordered with the best option at the top, you can then choose your preferred view type. See "What Is the Recommended Visualizations Feature?" for more information.

Breadcrumbs

Breadcrumbs have been added to help users understand their current location within Oracle BI content and the path that they have used to navigate Oracle BI content. Breadcrumbs display at the bottom of the page, and users can click a breadcrumb or the breadcrumb overflow button to navigate to a specific location on their breadcrumb trail. See "Navigating With Breadcrumbs" for more information.

Enhancement to Dashboards

This release provides the following enhancements to dashboards:

Enhancements to Graphs

In this release graphs have been enhanced in various ways.

Enhancements to Views

This release includes enhancements to various view types, including those in the following list:

Enhancements to Prompts

This release includes enhancements to prompts, including those in the following list:

New Menu Options for Exporting Views and Results

This release adds the Excel 2007+ and Powerpoint 2007+ options for exporting views and results.

See "Export Menu Options for Views and Results."

Total Member Placement for Hierarchical Columns

This release includes an enhancement that allows placement of total members on a hierarchy. See "Analysis Properties dialog: Data tab" for additional information.

Browse Catalog Search Results by Object Attributes

This release provides the capability to use full-text search to find catalog objects and then filter the search results by attributes. This search is available when the administrator integrates Oracle BI Enterprise Edition with Oracle Endeca Server. After the full-text search results are returned, the Catalog area displays a list of matching items, and the Search pane displays the search results grouped by attribute (that is, Type, Name, Path, and Created By). See "What Results are Returned from a Full-Text Catalog Search?" for additional information.

Navigate from the Total or Grand Total in a Table or Pivot Table

If an analysis contains a total or grand total and the associated attribute or hierarchical column contains an action link or a conditional action link, the action link (or conditional action link) is applied to both the column and the total or grand total. See "What Are Actions?" for additional information.

New BI Desktop Tools Available for Download

This release adds the following tools to the list of BI desktop tools that are available for download:

See "Downloading BI Desktop Tools" for additional information.

Enhancement to Favorites

This release provides the capability to organize your favorites from the Category Tree area and the Selected Category area in the Manage Favorites dialog. In previous releases, you could organize favorites from the Category Tree area, only. See "Organizing Favorites" for additional information.

Integration of Oracle BI EE with Oracle Enterprise Performance Management System

With this release, Oracle BI EE is integrated with Enterprise Performance Management Workspace. See "Integration of Oracle BI EE with Oracle Enterprise Performance Management System."

New Features for Oracle BI EE 11g Release 1 (11.1.1.6)

This section describes new features for Oracle BI EE 11g Release 1 (11.1.1.6). It contains the following topics:

New Features for 11.1.1.6.2

New features in Oracle BI EE 11g Release 1 (11.1.1.6.2) include:

Enhancements to Views

This release includes enhancements to various view types, including those in the following list:

Enhancement to Oracle Scorecard and Strategy Management

This releases includes the following enhancements to Oracle Scorecard and Strategy Management:

Target Settings Functionality For KPIs

This release includes target settings functionality for KPIs. Target settings allow the content designer to mark a KPI's Actual Value and Target Value fields as writeable. The end user with the proper privileges and security settings can then modify and save the KPI's actual and target values. This feature is for Oracle Essbase data sources, only. For more information, see "What Are Target Settings?"

New Features for 11.1.1.6.0

New features in Oracle BI EE 11g Release 1 (11.1.1.6.0) 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:

Favorites

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 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 Get Started... section of the Home Page. User's with the proper privilege can click this option to download and install 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 strategy contribution wheel visualization of 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 Strategy 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:

Enhancements to Selections

The release includes the following enhancement to selections:

Enhancements to Views

This release includes the following enhancements to views:

Enhancements to Tables and Pivot Tables

In this release, tables and pivot tables have been enhanced to allow you to:

BI Composer Enhancements

This release includes the following enhancements to BI Composer:

New Features for Oracle BI EE 11g Release 1 (11.1.1.5)

New features in Oracle BI EE 11g Release 1 (11.1.1.5) 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."

BI Composer

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":

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.

New Features for Oracle BI EE 11g Release 1 (11.1.1.3)

New features in Oracle BI EE 11g Release 1 (11.1.1.3) include:

Key Terminology Changes

In this release, the following terminology changes have been made:

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:

Enhancements to Views

Several of the view types have been enhanced, including those in the following list:

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 an 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:

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:

For more information about these functions, see "Aggregate Functions" and "Calendar Date/Time Functions."

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, EVALUATE_AGGR, and 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:

In addition to these tasks, administrators can:

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 "Full-Text Catalog Search" for information.

Actions

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."

Conditions

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:

To proactively respond to changes in KPI performance, you can create the following:

See "Using KPIs and KPI Watchlists" and "Creating KPI Watchlists" for information.

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."