This guide also applies to on-premise implementations

5Analytics Customization

This chapter contains the following:

Creating and Editing Analytics: Highlights

Edit and create custom analytics to provide ad hoc reporting on your transactional data. The predefined analyses and dashboards help answer many of your business questions, but you can also create your own to meet custom requirements.

This table gives a just a few examples of creating or editing analytics.

Task Example

Create an analysis

Your team needs a simple list of all your accounts, sorted by account ID. You include the account name, ID, and address in a new analysis, and add sorting on the ID column.

Create a view

A predefined analysis has a bar graph. You save a custom version of this analysis with a table view and add it below the graph.

Create a view selector

You later decide that you want to toggle between viewing a table and a graph. You add a view selector that includes the table and graph views.

Edit a dashboard prompt

A predefined dashboard has a Start Date prompt. You make a copy of the dashboard and replace Start Date with a date range prompt.

Create a dashboard

You create a dashboard that includes an analysis and a report to view both together.

Tip: A wizard in the Reports and Analytics pane is available to help you create or edit analyses.

Data Source Customization

Administrators can customize the business intelligence (BI) repository to determine the columns available for you to use.

Analyses

Creating and Editing Analyses Using a Wizard: Procedure

You can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you all available features, you can still use it to make typical changes, for example adding views or filters. For other tasks, such as creating dashboards or deleting analyses, use the advanced business intelligence features.

Creating an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click Create and select Analysis.

  3. Select the subject area that has the columns you want for your analysis.

  4. Optionally, add more subject areas or remove any that you no longer need.

  5. Select the columns to include, set options for each column, and click Next.

  6. Optionally, enter a title to appear at the top of the analysis, above the analysis name that you enter in the last step.

  7. Select the type of table or graph to include, specify the layout of the views, and click Next.

    Note: At any point after this step, you can click Finish to go to the last step, to save your analysis.
  8. Optionally, set more options for the table or graph, and click Next.

  9. Optionally, add sorts or filters based on any of the columns you included, and click Next.

  10. If you have a table, optionally define conditional formatting for select columns, for example to display amounts over a certain threshold in red. Click Next.

  11. Enter the name of your analysis and select a folder to save it in.

  12. Click Submit.

Editing an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics if available in other work areas where you can find the analysis.

  2. Select your analysis in the pane and click Edit.

  3. Perform steps 4 through 10 from the preceding Creating an Analysis task, as needed.

  4. To update an existing analysis, select the same name in the same folder. To save this analysis as a new copy, either name it with a new name or save it in a new folder.

  5. Click Submit.

Creating and Editing Analyses with Advanced Features: Procedure

Even though you can use a wizard to create or edit analyses, you might have to use advanced features for complicated analyses or specific requirements. For example, you can create view selectors so that users can toggle between views within an analysis, or define criteria for filters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the business intelligence catalog.

Creating or Editing an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click the Browse Catalog button.

  3. Click the New button, select Analysis under Analysis and Interactive Reporting, and select a subject area.

    Or, select your analysis in the Folders pane and click Edit.

  4. Use the tabs as described in this table.

    Tab Task

    Criteria

    Select and define the columns to include.

    Add filters.

    Results

    Add views and set options for results.

    Prompts

    Define prompts to filter all views in the analysis.

    Advanced

    View or update the XML code and logical SQL statement that the analysis generates.

    Set options related to query performance.

  5. Save your analysis.

Performing Other Actions on an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas where you can find the analysis.

  2. Select your analysis in the pane and click More.

  3. Click More for your analysis and select the desired action, for example Delete or Copy.

Creating an Analysis to View Resource Qualifications from HCM: Procedure

Create a resource qualification analysis in the Reports and Analytics work area to view real-time qualifications for project resources from the Human Capital Management (HCM) application.

When you create a resource qualification analysis, you select the Resource Name and Resource Qualification columns to display the qualifications associated to the resource. Resource Name and Resource Qualification dimensions are valid for the various facts associated with the Project Resource Management - Resource Management Real Time subject area. When you use Oracle Transactional Business Intelligence (OTBI) for a cross-dimension query, OTBI selects the fact column from the implicit fact column defined for a subject area to display the result. For the Project Resource Management - Resource Management Real Time subject area, the implicit fact column defined is # of Requests. Hence, OTBI displays the qualifications from the requests to which the resource is associated and not from the HCM application. For the analysis to display the qualifications as defined in their HCM Talent Profile, you must add the # of Qualifications column that is the relevant measure.

Creating a Resource Qualification Analysis

  1. Navigate to the Reports and Analytics work area.

  2. Click Browse Catalog.

  3. From the New menu, click Analysis.

  4. From Select Subject Area window, click Project Resource Management - Resource Management Real Time.

  5. In the Subject Area pane, expand:

    1. Resource folder and double-click Resource Name.

    2. Qualification folder and double-click Qualification Name.

    3. Project Resource Supply folder and double-click # of Qualifications.

  6. In the Selected Columns section, from the Resource Name column criteria, click Filter.

  7. In the New Filter window, select a resource from the Value list, and click OK.

  8. In the Selected Columns section, from the # of Qualifications column criteria, click Column Properties.

  9. On the Column Format tab, select the Hide check box and click OK to hide the # of Qualifications column in the analysis.

  10. Click Save Analysis.

  11. By default, the application selects the My Folders folder. Enter a name for your analysis, such as Resource Qualification Analysis, in the Name field.

  12. Click Catalog menu.

  13. Expand My Folders and open the Resource Qualification Analysis. The analysis contains the following details for your selected resources:

    • Resource Name

    • Qualification Name

Dashboards

Creating and Editing Dashboards: Procedure

You can create and edit dashboards to determine their content and layout. In addition to objects in the business intelligence (BI) catalog, such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Creating a Dashboard

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click Browse Catalog.

  3. Click New and select Dashboard under Analysis and Interactive Reporting.

  4. Enter the dashboard's name and description, and select a folder to save in.

  5. With the Add content now option selected, click OK.

  6. Optionally, add more pages, or tabs, within the dashboard.

  7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to a page.

  8. Click Save.

Note: The first dashboard page is saved with the page 1 name by default. To rename this page:
  1. Click the Catalog link.

  2. In the Folders pane, select your dashboard.

  3. For page 1, click More and select Rename.

  4. Enter the new name and click OK.

Editing a Dashboard

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas where you can find the dashboard.

  2. Select your dashboard in the pane and click More.

  3. Click Edit.

  4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, for example:

    • Remove content from the dashboard.

    • Drag and drop within a page to move content around.

    • Change the layout of a page.

FAQs

Why can't I see the current set of active project and task codes in my analyses?

When project application administrators create new project or task codes, the codes don't appear in the OTBI subject areas. The administrator must first clear the internal business intelligence (BI) server cache for the codes to display in the OTBI subject areas. Running a SQL command clears the BI server cache.

Follow these steps to clear the cache.

  1. Navigate to the Reports and Analytics work area.

  2. Click Browse Catalog.

  3. On the Oracle BI Catalog page, in the global area, click the Administration link.

  4. On the Administration page, click the Issue SQL link.

  5. In the Issue SQL command window, enter the call SAPurgeInternalCache('1'); command.

  6. Click Issue SQL.

  7. Close all your browser sessions and log in again. You can now see the new project and task codes in the OTBI subject areas.