| Oracle® Health Sciences Cohort Explorer User's Guide Release 1.0 E24437-01 |
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PDF · Mobi · ePub |
| Oracle® Health Sciences Cohort Explorer User's Guide Release 1.0 E24437-01 |
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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® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1)
For ease of reference, the subsequent sections contain excerpts from Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1), altered to include specific information related to OHSCE.
OHSCE includes dashboards, analyses, and metrics that let you view relevant, interactive information—current as at the last date the data warehouse was refreshed.
Dashboards are access points for information. Each dashboard is designed for a specific job responsibility. For example, a CE-Limited Access can access only certain reports.
When you access a dashboard, the information displayed changes based on your security privileges.
A dashboard contains one or more related dashboard pages. A dashboard page contains a series of related analyses. An analysis can contain a tabular summary, pivot table, or graph. You can drill down to detailed breakdown 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 OHSCE, 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 OHSCE. These include Oracle BI Delivers and Oracle BI Publisher. These applications extend the usefulness of the information provided by OHSCE.
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.
Appendix B, Oracle Health Sciences Cohort Explorer Presentation Catalog for more information about the columns in OHSCE that you can use to create and modify analyses.
Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1).
Your security privileges determine what analyses you can see and what you can do in OHSCE. To log in to OHSCE, 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.
Typically, the URL to access the dashboards will be
http://<system_name_or_ip_address>:<port_number>/analytics/saw.dll?Dashboard
Figure 2-2 displays the OHSCE login page.
Figure 2-2 Oracle Health Sciences Cohort Explorer Login Page
Enter your user ID and password.
Click Sign In.
After your login credentials are authenticated, your default dashboard page is displayed (as shown in Figure 2-3).
Figure 2-3 Default Summary Dashboard Page of an Administrator
Clinical organizations track and store large amount of clinical trial data. After the data has been organized and analyzed, it can provide an organization with the metrics to measure the state of a clinical trial. Oracle BI helps end users obtain, view, and analyze the data.
After your login credentials are authenticated, you can perform various tasks from home page (as shown in Figure 2-34.
From an end-user perspective, Oracle BI Presentation Services consists of the following interfaces:
Oracle BI Answers provides answers to business questions. This interface allows users with the appropriate permissions to build and modify analyses, that let end users explore and interact with information, and present and visualize information using graphs, pivot tables, and tabular breakdowns.
The results of an Oracle BI Answers request can be formatted, saved, organized, and shared with others. A analysis can be configured to refresh results in real-time.
Analyses created with Oracle BI Answers can be saved in the Oracle BI Presentation Catalog and integrated into OHSCE home page or dashboards. Results can be enhanced through options such as charting, result layout, calculation, and drill down features.
See Also:
Appendix B, Oracle Health Sciences Cohort Explorer Presentation Catalog
Interactive Dashboards provide points of access for analytics information. When an end user accesses OHSCE, the user's default dashboard is the first page that appears. Dashboards are used to display analyses 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 are software-based agents, driven by schedules or events that can access, filter, and perform analytics on data based on specified criteria.
Users with the appropriate permissions can use Oracle BI Delivers to set up the conditions to trigger an alert.
Note:
OHSCE does not directly use Oracle BI Delivers. You can use this feature to extend the usefulness of the information that OHSCE provides.This section explains how to perform the following common tasks in Oracle BI:
Viewing Descriptions of Oracle Business Intelligence Dashboards and Saved Analyses
Printing an Oracle Business Intelligence Dashboard or Saved Analysis
Emailing an Oracle Business Intelligence Dashboard Page or Analysis
Refreshing an Oracle BI Interactive Dashboard or Oracle Business Intelligence Request
Refreshing Information in the Oracle Business Intelligence Selection Pane
Do not close the browser window to exit from Oracle BI. Perform the following step:
From any OHSCE 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 request:
Pause the cursor over the title of the saved request in the selection pane in Oracle BI Answers.
To view the description of a dashboard:
Pause the cursor over the name of the dashboard in Oracle BI Interactive Dashboards.
To view the description of a dashboard page:
Pause the cursor over the page tab.
Oracle Business Intelligence includes OHSCE-specific online help for both dashboards and analyses.
Dashboard pages include hyperlinks to (i) the master OHSCE 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 |
help for dashboards. |
|
|
each dashboard page |
main online help. |
|
|
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 request.To print a dashboard or an analysis:
Navigate to an existing dashboard or request.
To print an analysis, click the Print link, and then choose Printable PDF or Printable HTML.
To print a dashboard page, click the following icon, and select Printable HTML or Printable PDF.
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 a request 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 request as a collection of HTML files. You can then zip and email the corresponding directory of associated files.
To email a dashboard page or request:
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 Print icon at the bottom of the dashboard, and then choose HTML or PDF.
A new browser window opens that contains the dashboard page or the request.
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.
Figure 2- 5 displays the export options for an analysis.
Figure 2-7 Export Options for an Analysis
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.
To refresh a dashboard or request:
Navigate to an existing dashboard or request.
To refresh an analysis, click the refresh icon. To refresh a dashboard, click the Refresh link.
The Oracle BI selection pane appears in Oracle BI Answers. 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 button at the bottom of the selection pane.
To refresh the view of the Oracle BI Server metadata for subject areas, click the click the arrow beside the Refresh button. Clicking the arrow enables you to select Refresh Display or Reload Server Metadata to refresh the subject area's metadata.
This section explains basic navigation within Oracle BI.
When you access Oracle BI, the first screen that is displayed is your BI home page. The Home page is divided into sections that allow you to 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.
Figure 2-8 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 2-2describes 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:
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Oracle BI is organized into pages. Pages have two components:
Panes: Oracle BI Answers pages display a left and a right pane. The left pane is the selection pane, used to navigate to, select, and manage saved information. The right pane is used to display and work with the content selected in the left pane.
Global Header: The global header is displayed at the top of the Oracle BI EE interface and is always available as you work. It enables you to easily access the functionality that Oracle BI EE provides. For example, you can access the Home page, access dashboards, open objects (such as analyses and dashboard prompts), create new objects, and so on. For more information on the global header, refer to "Using Oracle Business Intelligence Global Header"
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.
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.
View and modify your Oracle BI Publisher preferences.
View and modify your delivery options for Oracle BI Delivers agents.
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 OHSCE.
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.
Your My Account page is as displayed in Figure 2-7.
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 OHSCE.
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 OHSCE.
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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