How to Create As-of Date Analysis

To create As-of Date Analysis, you must create a dashboard prompt for entering the effective date on which you want to query the records, a saved analysis with Date effective records (which you want to analyze), and a dashboard comprised of the prompt and analysis. You need not create a filter or prompt in the analysis for the dashboard prompt, because the basis of using the dashboard prompt is to override the effective date (which is the system date by default) through a request variable.

  To create an As-of Date Analysis:

  1. Log in to Oracle BI EE.

  2. From the Home page, select New, and then Dashboard Prompt.

  3. Select a Subject Area.

  4. Select New (+), and then select Column Prompt.

  5. In Select Column, select any non-Date data type attribute for the prompt.

  6. In New Prompt, set the Label to something meaningful. For example, As-of Date.

  7. In Operator, select is equal to/is in.

  8. In User Input, select Text Field.

  9. Expand the Options section.

  10. Leave the Default section as None unless you need to analyze data on a specific date rather than the current date every time.

  11. In Set a variable, select Request Variable.

  12. Enter the variable name, for example PARAM_EFFECTIVE_DATE. This is a Non-system Session variable created in the Oracle BI repository. The value is to be overridden at runtime with the user’s input. The date value is in the yyyy-mm-dd format.

  13. Click OK to close the New Prompt window.

  14. Save the prompt in the Shared Folder.

  15. Go to the Home page to create a dashboard where this prompt can be used. You can also use the prompt in existing dashboards as well as for your analysis.

  16. Create and save an analysis with the Date effective records in the shared folder if you do not have one already. You need not create a specific filter in the Analysis to prompt for the date.

  17. Create a dashboard by selecting New, and then Dashboard from the Home page.

  18. Enter the name and location for the dashboard. Verify that Add content now is selected and select OK.

  19. From the Dashboard page, on the left, expand the Shared Folder under the Catalog menu.

  20. Select the dashboard prompt that you created and drag it onto the dashboard page.

  21. Drag the saved Analysis (with Date Effective records) and drop it onto the dashboard page.

  22. Save the dashboard and run it.

  23. Input the date for which you want to check the records in the As of Date prompt in the format yyyy-mm-dd, and then select Apply.