| Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Mobile 11g Release 1 (11.1.1) Part Number E25318-01 |
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PDF · Mobi · ePub |
| Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Mobile 11g Release 1 (11.1.1) Part Number E25318-01 |
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|
PDF · Mobi · ePub |
This chapter describes how to work with Oracle Business Intelligence Mobile. The chapter contains the following topics:
Use the Oracle BI Mobile application's bookmark feature to mark as favorite any BI content that you view regularly or want to view again at another time.
Before you have marked any content as a favorite, the Favorites screen shows a list pre-populated with your default dashboard (if you have a default dashboard).
Your Favorites screen shows all content you have marked as favorite on your device and for your given server configuration. This means that you could configure another mobile device to the same server for the same user, and the user would see the same set of favorites.
The Favorites screen, which is the default start screen for iPhone users, is shown in Figure 3-1.
This section includes the following topics:
While viewing BI content, mark it as a favorite if you intend to return to it later.
To mark BI content as a favorite:
While viewing the BI content, in the navigation bar where the BI content's title appears, tap the Menu icon.
In the Action menu, tap Add to Favorites.
Note:
The Add to Favorites button does not appear on the Action menu for BI content that is already in your Favorites list.The BI content is added to your Favorites list.
You access the Favorites screen by tapping Favorites in the tab bar.
To open a favorite:
In the tab bar, tap Favorites.
The "Favorites screen" is displayed.
In the Favorites list, tap the favorite you want to open.
You can remove a favorite in the same way that you delete in general on your iPhone or iPad.
To remove a favorite:
In the Favorites list, tap Edit.
At the left side of the favorite, tap the red Delete icon.
Alternatively, you can swipe the favorite and then tap the red Delete icon that appears as a result of your swiping.
When you have alerts to view, a badge (a red-circled number) appears on the Alerts icon in the tab bar. The number displayed in the badge varies according to the total number of unread alerts you have. On your mobile device, you can view the same agent-generated list of alerts you would view in the full-browser version of Oracle BI EE. Each alert in your list provides the associated object's name and its last execution time.
The Oracle Business Intelligence Mobile application checks for alerts on application startup and again periodically when you are working with the application or have it open.
The Alerts screen is shown in Figure 3-2. This section includes the following topics:
You open BI content associated with alerts in the Alerts screen.
To open the BI content associated with an alert:
In the tab bar, tap Alerts.
The "Alerts screen" is displayed.
In the list of your alerts, tap the row of a particular alert.
The BI content associated with the alert is displayed.
Note:
Alerts for all BI content can be displayed in Oracle Business Intelligence Mobile. The Oracle BI Mobile application, however, can render only certain types of BI content. If the BI content associated with an alert is of a type not supported in the Oracle BI Mobile application (such as a Briefing Book), its alert is included in your list of alerts, but you cannot open it. For a list of BI content supported by the Oracle BI Mobile application, see "Which BI Content is Viewable Using Oracle Business Intelligence Mobile?"You can clear an alert by swiping its row or by tapping its Edit button. When you clear an alert instance in the mobile environment, its elimination is synchronized with the full-browser version of Oracle BI EE. Likewise, when you clear an alert instance in the full-browser environment, its elimination is synchronized in the mobile environment.
To clear an alert:
In the Alerts list, tap Edit.
At the left side of the alert, tap the red Delete icon.
Alternatively, you can swipe the alert and then tap the red Delete icon that appears as a result of your swiping.
[[NOTES for 11.1.1.6 rev below, iPad]]
Two ways to clear alerts:
1. Multi-Delete: Touch & hold anywhere inside container, Delete icon appears on upper-left corner of thumbnail for deletion. Outside of Alert region becomes inactive; Tap anywhere to exit the edit mode.
2. Single Delete: Swipe up on anywhere inside container. The container will move up to disappear, meanwhile the alert on the right next to it (if there is one) moves to the position where the one you just removed.
The Oracle BI Mobile application allows you to view the following objects from the BI Catalog:
Dashboards
Analyses
BI Publisher reports
Agents
Scorecards
The Catalog screen is shown in Table 3-0. This section includes the following topics:
You navigate the Oracle BI Presentation Catalog on your mobile device using your device's standard list navigation for folders.
To navigate the catalog:
In the tab bar, tap Catalog.
The "Catalog screen" is displayed.
Perform one of the following actions:
To see the contents of a folder, tap the folder in the catalog list.
To go up a folder level, tap the Previous icon in the navigation bar.
Access the Catalog screen to open an object on your mobile device.
To open an object:
In the tab bar, tap Catalog.
The "Catalog screen" is displayed.
In the Catalog list, tap a folder or successive folders until you have navigated to the object you want.
In the Catalog list, tap the object's row.
You can access your dashboards on your mobile device as quickly and easily as you can find them with your desktop browser. The Dashboards tab of the Catalog screen displays a list of all the top-level dashboards to which you have access.
To open a dashboard:
In the tab bar, tap Catalog.
The "Catalog screen" is displayed.
In the navigation bar, tap Dashboards.
Your top-level dashboards are displayed in a list. This list of dashboards is identical to the list you see when logged into Oracle BI EE with the desktop application.
In the dashboards list, tap a dashboard or a dashboard page.
Oracle Business Intelligence Mobile provides the same search behaviors as the full-browser version of Oracle BI EE. When you search with the Oracle BI Mobile application, a keyword search is performed on catalog object names and descriptions. The search is restricted to objects you can view with Oracle Business Intelligence Mobile.
The Search screen displays the search directory below the search criteria field. The search directory represents the base directory from which your search will be performed. The display path for each search result entry is displayed in the search result's row (with the path starting from the search directory).
You can change your search options using the Search Criteria screen. The Search Criteria screen is accessed from the Search screen. For more information, see Setting Properties for Searches.
The Search screen is shown in Figure 3-4.
You access the search options set up for your device using the Search Criteria icon in the Search screen. Tapping the Search Criteria icon brings you to the Search Criteria screen. The Search Criteria screen is shown in Figure 3-5.
To set your search criteria:
In the tab bar, tap Search.
The "Search screen" is displayed.
In the Search screen, tap the Search Criteria icon.
The "Search Criteria screen" is displayed.
In the Search Location list, do one of the following to set the base search path:
Change the base search path by tapping the Next character and using the "Search Location screen" to select a folder to search.
Tap ON to search the entire catalog.
In the Search Filter list, specify which catalog objects should be searched by tapping ON or OFF in the rows of object types.
When you are finished, tap Done in the navigation bar.
You search for BI content in the "Search screen".
To search Oracle BI EE using the Oracle BI Mobile application:
In the tab bar, tap Search.
The "Search screen" is displayed.
In the Search field at the top of the Search screen, enter your search criteria. An example of criteria is "UPC*" to search all content for which the content name begins with "UPC".
The syntax of the search string is identical to that of the full-browser version of Oracle BI EE, including usage of special characters. Search criteria are case-insensitive.
Tap the Search button.
Your search is performed on the server and the search results are displayed in a list. Tap a row to open BI content.
In the content area of your device's screen, you can view BI content using the standard iPhone and iPad browser interactions, such as panning and zooming. You can rotate the screen to obtain a fuller view, hiding the top and bottom bars. As with any iPhone or iPad application, there is no dragging of content and no right-click functionality.
Reviewing the standard iPhone and iPad browser interactions, the interactions you can do include the following:
To scroll quickly, flick.
To quickly scroll to the top of a list or view, tap the Status bar at the top of the screen.
To scroll a dropdown list, drag two fingers.
To zoom in once, do a single tap.
To zoom out once, do a double tap.
While viewing BI content, you can tap the Menu icon in the title bar to access an Action menu. Menu items vary based on the type of BI content you are viewing. This section describes the actions you can take from the Action menu:
Refresh. See "Refreshing BI Content".
Properties. See "Viewing Properties of BI Content".
Apply Customizations. See "Applying Saved Customizations".
Desktop Layout. See "Specifying the Layout for BI Content".
Mobile Layout. See "Specifying the Layout for BI Content".
Add Favorite. See "Adding BI Content to Favorites".
You can refresh analyses and dashboards while viewing them on the mobile device.
Tap the Menu icon in the title bar while viewing content.
Note:
On the iPad, the Menu icon is in the navigation bar.In the Action menu, tap Refresh.
The query is rerun and the content is refreshed.
You can view read-only catalog information about your BI content, including type, description, owner, file location, and last-modified date. In addition, for alerts you can view alert definition fields (Last Run, General, Schedule, Condition, Content, Recipients, Destination, Actions).
To view properties for BI content:
Tap the Menu icon in the title bar while viewing content.
Note:
On the iPad, the Menu icon is in the navigation bar.In the Action menu, tap Properties.
Review the catalog information.
When finished, tap Done.
You can apply any saved dashboard customizations (defined in the full-browser version of Oracle BI EE) when viewing dashboards in the Oracle BI Mobile application.
To apply saved customizations to a dashboard:
Tap the Menu icon in the title bar while viewing content.
Note:
On the iPad, the Menu icon is in the navigation bar.In the picker view that is displayed, tap the named customization that you would like to apply to the current dashboard.
The dashboard is shown with the prompt settings or drill state that was saved to the named customization.
By default, when you view BI content, the catalog object you see is displayed for the active analysis or dashboard according to what has already been specified in the Oracle BI Mobile application's layout setting. You have the option to change this layout of columns by making a change in the Action menu as described in this section.
You can move from a layout that is optimized for a small screen (single column view) to a full dashboard layout.
When viewing BI content, you can easily move from the default layout to the full dashboard view.
To specify the layout for BI content:
Tap the Menu icon in the title bar while viewing content.
Note:
On the iPad, the Menu icon is in the navigation bar.In the Action menu, perform one of these actions:
To specify full dashboard layout, tap Restore Layout.
To specify the default device-optimized layout, tap Mobile Layout.
While viewing BI content, you can mark it as a favorite with two taps. If the BI content has already been added to your favorites list, you do not see the Add to Favorites option in the Action menu for the BI content.
To add BI content to your list of favorites:
Tap the Menu icon in the title bar while viewing content.
Note:
On the iPad, the Menu icon is in the navigation bar.In the Action menu, tap Add to Favorites.
Note:
BI content can be removed from favorites only in the Favorites screen. See "Removing Favorites".If you have set up an email account on your iPhone or iPad, you can embed links to dashboards and analyses in your emails. The Oracle Business Intelligence Mobile application allows you to email a link to the BI content you are viewing.
When viewing an analysis or a dashboard page, tap the Email icon to launch an email window; a link to the analysis or dashboard is then embedded in the body of the email.
On the iPad, the Email icon appears at the bottom of the Oracle BI Mobile application.
On the iPhone, tap the Menu icon to access the Email icon.
On the iPhone, by default, analysis and dashboard content is displayed in a manner optimized for the mobile device. Content is stacked vertically, and sized to fit the screen horizontally. In this default display, called Mobile Layout, a single column layout is used. You can disable the default display setting to view analysis and dashboard content as defined in Oracle BI EE.
On the iPad, by default, analysis and dashboard content is displayed as it was designed for the full-browser version of BI EE.
These initial default settings can be changed in two places, depending on whether you want to reset the default behavior for general use or simply change the view for the currently open analysis or dashboard. To change the display setting for viewing of BI content, see Specifying the Layout for Oracle Business Intelligence Mobile.
With Oracle Business Intelligence Mobile, you can see all the same views provided by the full-browser version of Oracle BI EE. You can perform all analytic actions in the Oracle BI Mobile application: prompts, drills, action links, and so on.
You can view graphs as static images. Graphs are not interactive in the Oracle BI Mobile application. That is, you cannot perform actions such as drill or zoom directly on the graphs.
In gauges, use of the slider prompt is slightly different. You cannot change slider prompts by interactively dragging, so instead, you tap the text value and textually change it.
A typical view of BI content on an iPhone is shown in Figure 3-6.
A typical view of BI content on an iPad is shown in Figure 3-7.
You view Oracle BI Publisher content in the Oracle BI Mobile application in much the same way you view it in the full-browser version of Oracle BI EE: you can open it straight from the Oracle BI catalog. Viewing of BI Publisher content is interactive in the Oracle BI Mobile application. You can apply parameters for BI Publisher reports as well.
You can view read-only catalog information about the active report in the "Login screen". For more information, see "Applying Saved Customizations".
You view scorecard content in the Oracle BI Mobile application differently from how you view it in the full-browser version of Oracle BI EE. The main differences are that in the Oracle BI Mobile application, you view scorecard content in a tabular format, and drilling is not supported.
You can open scorecard content straight from the Oracle BI Presentation Catalog. You can view KPIs. In dashboards, all Flash-based views (such as Strategy Map, Strategy Tree, Cause & Effect Map, Custom View) are rendered in tables as watchlists.
You can view your list of active alerts in the Alerts screen. The list has all the same entries as the full-browser version.
The associated alert output (analyses and dashboard pages) for your active alerts can be opened from the Alerts screen as well. As with the full-browser version of the alert output, these are non-interactive reports.
For more information, see:
As with the full-browser version, you can execute agents in the Oracle BI Mobile application through a schedule, or explicitly from the catalog entry for the agent.
To run an agent from the catalog:
In the Catalog screen, navigate to the agent you want to run.
Tap the agent to access an Action menu.
In the Action menu, tap Run Agent.
The agent executes, and when complete, a success or failure message displays. When execution is successful, the Alerts screen is updated appropriately.
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