Creating Analysis Reports

The Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition contains information and instructions for using the analysis editor, but also contains information for features and functionality not included in the Reporting and Analytics implementation.

1. In the Reporting and Analytics side menu, click the link to go to the Analysis Reports page. If you cannot find the link, contact your system administrator.
2. Click Create Analysis, and then click the subject area for which you want to create the report.
3. Configure the report:
   1. On the Criteria tab, drag and drop columns from the Subject Area pane to the Selected Columns pane to add columns to the report and to configure default sorting and filters.
   2. On the Criteria tab, add, edit, and remove filters in the Filters pane. You must keep the Business Date and Location filters to allow the report to publish and to allow ReportMail to work with the report.
   3. On the Results tab, preview the appearance and output of the report, and edit the layout of the report. You can customize the appearance of the report, change column labels, and apply aggregation rules for direct database requests.
   4. On the Results tab, you can configure rules for data selection in the Selection Steps pane to refine the data on which the report works.
   5. On the Prompts tab, you can add and configure user input prompts in the Prompts pane to create a form in which users specify their report parameters.
   6. On the Prompts tab, you can configure the title, text, and appearance of the prompts form in the Display pane.
4. To add subject areas to the report:
   1. On the Criteria tab, click Show More Buttons in the Subject Area pane.
   2. Click Add / Remove Subject Areas, select the subject areas, and then click OK
5. To add and configure columns for the report:
   1. On the Criteria tab, find the columns you want to add to the report in the Subject Area pane.

      If you added another subject area to the report, measure columns do not return values if the attribute and hierarchy columns in the report do not apply to all subject areas.

   2. Drag and drop the columns to the Selected Columns pane.
   3. To configure the sorting order for a column, click the configure icon, select Sort, and then select the sorting method.
   4. To change the aggregation rule for a column, click the configure icon, select Edit Formula, and then select the Aggregation Rule from the drop-down list.
   5. To configure filters for a column, click the configure icon, select Filter, and then configure the filter for the column.
6. To add a filter for a subject area element that is not a column in the report:
   1. On the Criteria tab, click the Create a filter for the current Subject Area button in the Filters pane.
   2. Navigate to the subject area element by which you want to filter, and then click OK.
   3. Configure the filter settings, and then click OK.
7. To add and configure prompts for user input when running the report:
   1. On the Prompts tab, click the New button.
   2. Select the type of prompt you want to add.
   3. Configure the prompt, and then click OK.
8. To configure the prompt form:
   1. On the Prompts tab, click the Edit button in the Display pane.
   2. Configure the form, such as by setting the title and information text to show with the user input prompts, and then click OK.
9. Click Save As to save the report in your My Folder. You can now publish the report.