| Oracle® Healthcare Operating Room Analytics User and Administrator Guide Release 1.0.1 E16680-03 |
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PDF · Mobi · ePub |
| Oracle® Healthcare Operating Room Analytics User and Administrator Guide Release 1.0.1 E16680-03 |
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PDF · Mobi · ePub |
This chapter contains the following topics:
Note:
The appearance of the user interface that you see in the application may vary from the figures displayed in the subsequent sections.See Also:
Oracle Business Intelligence Answers, Delivers, and Interactive Dashboards User Guide
For ease of reference, the subsequent sections contain excerpts from Oracle Business Intelligence Answers, Delivers, and Interactive Dashboards User Guide, altered to include specific information related to ORA.
ORA includes dashboards, analyses, and metrics that let you view relevant, interactive information—current as at the last date the data mart was refreshed.
Dashboards are access points for information. Each dashboard is designed for a specific job responsibility. For example, an Enterprise User can access only the Summary and Enterprise Analyses dashboards.
When you access a dashboard, the information displayed changes based on your security privileges. For example, an Enterprise User may (at the discretion of the ORA Administrator) be restricted to seeing only certain analyses.
A dashboard contains one or more related dashboard pages. A dashboard page contains a series of related analyses. A analysis can contain a tabular analysis, pivot table, or graph. You can drill down to detailed analysis by clicking the linked data. You can also filter the data that you see in analyses using a set of parameters (called filters). Figure 2-1 displays the analysis hierarchy.
In addition to the dashboards and analyses that are packaged with ORA, you can also create and manage analyses or dashboards if you have appropriate permissions. Use Oracle BI Answers to manage analyses.
OBIEE includes additional applications that are not directly used by ORA. These include Oracle BI Delivers and Oracle BI Publisher. These applications extend the usefulness of the information provided by ORA.
Use Oracle BI Delivers to detect specific analytic results and notify appropriate user or group about the result. Use Oracle BI Publisher to create formatted and printable analyses.
See Also:
Chapter 3, Working with Analyses for more information about creating and managing analyses.
Oracle Business Intelligence Answers, Delivers, and Interactive Dashboards User Guide.
Your security privileges determine what analyses you can see and what you can do in ORA. To log in to ORA, you must have a browser on your computer and a URL, username, and password provided by your company.
Open your browser and enter the URL provided by your company.
Figure 2-2 displays the ORA login page.
Figure 2-2 Oracle Healthcare Operating Room Analytics Login Page
Enter your user ID and password.
Click Login.
After your login credentials are authenticated, your default dashboard page is displayed (as shown in Figure 2-3).
Surgical departments track and store large amount of data. After the data has been organized and analyzed, it can provide you with the metrics to measure the state of the department. Oracle BI helps end users obtain, view, and analyze the data.
From an end-user perspective, Oracle BI Presentation Services consists of the following interfaces:
The Oracle BI Presentation Catalog can be used to store the objects, such as analyses and dashboards, that users create using Oracle BI EE. Users have their own personal folder (My Folders), where they can store the objects that they create. The objects in a personal folder can be accessed only by the user who created and saved the content into that folder. Users can add sub-folders to their personal folders to organize their content in the way that is the most logical to them.
Users can also store objects in shared folders where other users or groups can access the objects. A combination of business logic security, catalog object security, and data level security determines who can view data and objects, edit objects, and delete objects from the catalog. An administrator creates and maintains the catalog's shared folder structure.
Oracle BI Analysis Editor provides answers to business questions. This analysis editor interface allows users with the appropriate permissions to build and modify reports, also called analyses, that let end users explore and interact with information and present and visualize information using graphs, pivot tables, and analyses.
The results of an analysis can be formatted, saved, organized, and shared with others. An analysis can be configured to refresh results in real-time.
Analyses can be saved in the Oracle BI Presentation Catalog and integrated into ORA home page or dashboards. Results can be enhanced through options such as graphing, result layout, calculation, and drill down features.
The Home Page provides points of access for analytics information. When an end user accesses ORA, the home page is the first page that appears.
The Home page provides a starting point for performing tasks in Oracle BI EE. The Home page is divided into sections that allow users to quickly begin a specific task, locate an object, or access technical documentation. It also includes sections that allow users to quickly access objects that have been recently viewed, created, or updated, and objects that are accessed the most often by the users assigned to the groups to which a user belongs.
Dashboards are used to display reports that contain content specific to the needs of individual users or groups. Historical and current data sources can be merged into a single dashboard.
Users with the appropriate permissions can place results from Oracle BI Answers into dashboards for use by end users.
Oracle BI Delivers is the interface used to create Oracle Business Intelligence Alerts based on analytics results. Specific results can be detected within analyses and the appropriate people notified immediately through Web, wireless, and mobile communications channels.
Oracle BI Delivers uses intelligence bots called agents to detect specific results. Agents automatically perform a specified catalog analysis based on a defined schedule, and examine the results for a specific problem or opportunity. If the specific problem or opportunity is detected in the results, then an alert is generated and delivered to specified recipients and to subscribers to the agent, using the delivery options that are specified for each person.
Users with the appropriate permissions can use Oracle BI Delivers to set up the conditions to trigger an alert.
Note:
ORA does not directly use Oracle BI Delivers. You can use this feature to extend the usefulness of the information that ORA provides.This section explains how to perform the following common tasks in Oracle BI:
Viewing Descriptions of Oracle BI Dashboards and Saved Requests
Refreshing an Oracle BI Interactive Dashboard or Oracle BI Analysis
Do not close the browser window to exit from Oracle BI. Perform the following step:
From any ORA screen, click the Sign Out link.
Analysis and dashboard designers can supply a description when saving a dashboard or request in the Oracle BI Presentation Catalog. If no description is supplied, the description defaults to the name of the dashboard or saved request.
To view the description of a saved analysis:
Hover the cursor over the title of the saved analysis in the selection pane in Oracle BI Answers.
To view the description of a dashboard:
Hover the cursor over the name of the dashboard in Oracle BI Interactive Dashboards.
To view the description of a dashboard page:
Hover the cursor over the page tab.
Oracle Business Intelligence includes ORA-specific online help for both dashboards and analyses.
Dashboard pages include hyperlinks to (i) the master ORA online help page, from which you can navigate throughout the help system, and (ii) topic-specific help pages for the selected dashboard.
Analysis pages include hyperlinks to topic-specific help for the selected analysis. Table 2-1 summarizes the available help links:
Table 2-1 Accessing Online Help
| Click... | on... | to access... |
|---|---|---|
|
|
each dashboard page |
master ORA online help page. |
|
|
each page within this dashboard |
specific help for the dashboard. |
|
|
each analysis title bar |
specific help for selected analysis. |
Online help opens in a new browser window. You can scroll down the help page or use hyperlinks to navigate to other topics.
You can display printer-friendly versions of existing dashboards and analyses. A printer-friendly version does not contain any extraneous links or other hypertext items.
You can print using HTML or Adobe PDF (Portable Document Format). Adobe PDF is the only print option available for Oracle BI Publisher analyses. Adobe Reader 6.0 or greater is required to print using Adobe PDF.
Note:
The HTML method of printing relies on the print handling capabilities of your browser. If you do not get the results you want, choose PDF to open, and then print the dashboard or analysis.To print a dashboard or an analysis:
Navigate to an existing dashboard or an analysis.
To print an analysis, click the Print link, and then choose Printable PDF or Printable HTML.
To print a dashboard page, click the following Page Options icon at the top of the dashboard, and choose Printable HTML or Printable PDF:
>Icon for printing a dashboard.
For HTML, a new window shows the selected item without the extraneous links. Choose File > Print on the browser menu.
For PDF, use the options available in the Adobe PDF window to save or print the file.
You can email a dashboard page or an analysis as an attachment. The format you use depends on your browser, such as Web Archive, Single File (.mht) in Internet Explorer or Mozilla Archive Format (.maf) in Mozilla and Firefox.
Note:
The Mozilla Archive Format capability is available as a separately downloaded plug-in.In any browser, you can also save a dashboard page or analysis as a collection of HTML files. You can then zip and email the corresponding directory of associated files.
To email a dashboard page or analysis:
Navigate to the dashboard page or analysis that you want to send.
To email an analysis, click the Print link, and then choose Printable HTML or Printable PDF. To email a dashboard page, locate and click the Page Options icon at the top of the dashboard, select Print and then select HTML or PDF.
A new browser window opens that contains the dashboard page or the analysis.
From the browser's toolbar, choose File > Save As.
Save the file to the desired location, with the appropriate file type for your browser.
Send the saved attachment using an email application.
Note:
The saved attachments can also be used as a means to archive and restore analyses as they exist at a particular point in time.Oracle BI provides options for exporting results of an analysis or view. These appear in Oracle BI Answers as options for the Export link. The Export link can also appear with a request in a dashboard.
This option displays the File Download dialog where you can open or save the results or view as a PDF file.
Excel 2003+
This option displays the File Download dialog where you can open or save the results or view as an XLS file. The file is saved in HTML format. Excel controls the positioning of the HTML.
Powerpoint 2003+
This option displays the File Download dialog where you can open or save the results or view as a PPT file.
Web Archive (.mht)
This option displays the File Download dialog where you can open or save the results or view as an MHT file. This enables you to export the underlying data for an existing analysis or view as a Web page (MHTML) file.
Data
This option displays these options for exporting the data from the results or view:
CSV Format - Displays the File Download dialog where you can open or save all the columns in the results or view as a CSV file. This export results in a comma-delimited list of values in a file that you can open in an application such as Excel.
Tab delimited Format - Displays the File Download dialog where you can open or save all the columns in the results or view as a CSV file. This export results in a tab-separated list of values in a file that you can open in an application such as Excel.
XML Format - Displays the File Download dialog where you can open or save the results or view as a TXT file. This file using the Microsoft MD Data Set standard for representing data in XML format.
To download results in Adobe PDF format:
Navigate to the analysis.
Click the Export link and choose either PDF.
The File Download dialog box appears.
Save the file to the desired location, or open it in PDF.
To download results in Microsoft Excel format:
Navigate to the analysis.
Click the Export link and choose either Excel 2003+.
The File Download dialog box appears.
Save the file to the desired location, or open it in Excel.
If desired, use Excel to refine the formatted results.
See Also:
Microsoft Excel documentation for more information.
To download results in Microsoft Powerpoint format:
Navigate to the analysis.
Click the Export link and choose either Powerpoint 2003+.
The File Download dialog box appears.
Save the file to the desired location, or open it in Powerpoint.
If desired, use Powerpoint to refine the formatted results.
See Also:
Microsoft Powerpoint documentation for more information.
To download results as a Web archive:
Navigate to the request.
Click the Export link and choose Web archive (.mht).
The File Download dialog box appears.
Save the file on your hard drive.
To download results as a comma-separated list of values:
Navigate to the request.
Click the Export link and choose Data > CSV Format.
The File Download dialog box appears.
Save the file on your hard drive.
To download results as a tab-separated list of values:
Navigate to the request.
Click the Export link and choose Data > Tab delimited Format.
Save the file on your hard drive.
To download results as an extended markup file:
Navigate to the request.
Click the Export link and choose Data > XML Format.
The File Download dialog box appears.
Save the file on your hard drive.
When executing an Oracle BI Interactive Dashboard or a request, Oracle BI uses temporary storage areas, called caches, to save frequently accessed or recently accessed results. Storing certain results in cache helps to improve Oracle BI performance. You can use the Refresh feature to make sure that your request bypasses saved information in the Oracle BI Presentation Services cache, and is issued to the Oracle Business Intelligence Server for processing.
Note:
The Oracle BI Server maintains its own cache. This cache is separate from the Oracle BI Presentation Services cache.When you select a specific dashboard or request, Oracle BI Presentation Services checks its cache to determine if the identical results have recently been requested. If so, Oracle BI Presentation Services returns the most recent results, thereby avoiding unnecessary processing by the Oracle BI Server and the back-end database. If not, the request is issued to the Oracle BI Server for processing.
If the Oracle BI Server has cached results that can satisfy your request, the results are returned from that cache. If not, Oracle BI Server issues the request to the back-end database. You cannot force your request past the Oracle BI Server's cache.
Oracle BI administrators can configure cache settings for Oracle BI Presentation Services that control what is cached and for how long. For more information, refer to Oracle Business Intelligence Presentation Services Administration Guide. For information about the Oracle BI Server cache, refer to Oracle Business Intelligence Server Administration Guide.
To refresh a dashboard or request:
Navigate to an existing dashboard or request.
To refresh an analysis, locate and click the Page Options icon at the top of the dashboard and then click Refresh.
The Oracle BI selection pane appears in Oracle BI Analysis Editor criteria tab. When changes have been made to the saved content or to the Oracle BI Server metadata, you can refresh the display to access the most current information.
Note:
The information available in the selection pane is determined by your permissions and responsibilities.To refresh the information in the selection pane:
To refresh the information for saved analyses, filters, briefing books, and dashboard content, click the Refresh icon at the top of the catalog pane.
To refresh the view of the Oracle BI Server metadata for subject areas, click the Refresh icon at the top of the selection pane and then select Reload Server Metadata.
This section explains basic navigation within Oracle BI.
When you access Oracle BI, the first screen that is displayed is the BI home page. The Home page is divided into sections that let you quickly begin a specific task, locate an object, or access technical documentation. It also includes sections that allow you to quickly access objects that you have recently viewed, created, or updated, and objects that are accessed the most often by the users assigned to the groups to which you belong. The views that you can access are determined by your role and responsibilities
See Also:
Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1) (Introducing Oracle Business Intelligence Enterprise Edition), for more information about the Home Page.
Figure 2-4 shows an example home page.
The global header provides quick access to commonly used functions and is always available from the user interface. For example, you can use the global header to begin a new task, search the Oracle BI Presentation Catalog, access the product documentation, or view a different object, without having to return to the Home page. The global header also includes the Home page link so that you can quickly access the Home page from other pages.
Table 2-1 describes the components of the Oracle BI global header.
Table 2-2 Oracle BI Global Header
| Link | Description |
|---|---|
|
Search |
Enables you to search the catalog. |
|
Advanced |
Displays the Catalog page in search mode, where you can search for objects in the catalog. In search mode, the Search pane is displayed rather than the Folders pane within the page. |
|
Administration |
Available only if you are logged in as an administrator. Displays the"Administration page", where perform administration tasks such as managing privileges and metadata for maps. For information on the administration tasks, see Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition and Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition. |
|
Help |
Displays the following options:
|
|
Alerts |
Available only if one or more alerts have been generated for you. Displays the "Alerts dialog", where you can manage your alerts. An alert is a notification that is generated by an agent that delivers personalized and actionable content to specified recipients and to subscribers to the agent. |
|
Home |
Displays the Home page. |
|
Catalog |
Displays the "Catalog page", where you can locate objects in the catalog and perform tasks specific to those objects. |
|
Dashboards |
Contains links to all dashboards that are stored within the Dashboards sub-folder of the user's folder or any shared folder (note that dashboards not saved to the Dashboards sub-folders are not displayed from the global header's Dashboard list). |
|
New |
Displays a list of the objects that you can create. To create an object, select it from the list. The appropriate dialog or editor is displayed for you to create the object. |
|
Open |
Displays the following options:
|
|
Signed In As username |
where username is the user name that your current session is using. Displays the following options:
|
Many of the results that appear in Oracle BI represent hierarchical data structures. Oracle BI metadata specifies these hierarchies, and this allows you to access the different levels of detail within them. You can drill down to an actual item in the database.
In a dashboard, the column headers of tables that can be sorted will display up and down arrows when you hover over a column header. You can click a column header to sort it.
From the My Account page in Oracle BI, you can perform the following actions:
View general account information, such as your display name and user ID.
View and modify your preferences.
Set your time zone.
View and modify your delivery options for Oracle BI Delivers iBots.
View a list of users who can access your analyses and dashboards. Depending on your privilege settings, not all of these options may be available.
To display your account settings:
Log in to ORA.
Click Signed in as username where username is the user name your current session is using, and the My Account link. Your My Account page appears as displayed in Figure 2-6.
You can access the Preferences section of the My Account page to specify preferences such as a default dashboard, your locale, and a language in which to view the user interface screens.
To change your preferences:
Log in to ORA.
Click Signed in as username where username is the user name your current session is using, and the My Account link.
In the Preferences section, perform one of the following actions:
In Default Dashboard, select the dashboard you want to display when you log in to Oracle BI.
In Locale, select the locale that you want to use for this session.
In User Interface Language, select the language in which you want Oracle BI to appear.
In Time Zone, select the time zone to apply when viewing content.
In currency, select the currency in which to view currency columns in dashboards and analyses. This box is available only if the administrator has configured the userpref_currencies.xml file.
Select Accessibility Mode to view content for Oracle BI EE in a browser or in a way that facilitates the use of a screen reader.
You can use the time zone option to choose your Oracle BI account's preferred time zone. This option allows system users who do not reside in the same physical location to override the default time zone that was set by the system administrator. For example, the Oracle BI server that sends you alerts resides in the US Pacific time zone, but your work location is in the US Central time zone. After you set the Central time zone as your preferred time zone setting, the delivered time on your alerts appears in Central time.
Your account's time zone will automatically apply to any items that you create, modify, run, receive, and print.
The date and time columns included in analyses appear according to the analysis designer's specifications. The analysis designer can force a specific time zone to appear in the column, or allow the user's default time zone to appear in the column. A clock icon will appear in the column heading, and when you mouse over this icon, the name of the time zone used in the column is displayed.
To change your time zone preference:
Log in to ORA.
Click Logged in as username where username is the user name your current session is using, that (if available), and the My Account link.
In the preference section, select a time zone from Time Zone.
Click Ok.
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