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 OPERA 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. If your organization is configured to use Food and Beverage subject areas as well as Hotel subject areas, click the corresponding vertical to expand the list of subject areas.
3. Click the subject area for which you want to create the report. If you are configuring a hotel subject area, click Edit when shown the report prompts.
4. 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. You can double-click a column to add the column to the end of the table.
   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 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 formula in each column, 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.
5. 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
6. 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.
   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 configure filters for a column, click the configure icon, select Filter, and then configure the filter for the column.
7. 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.
8. To configure the aggregation rule for a column when performing a direct database request for values:
   1. On the Results tab, click Edit View to open the Layout pane.
   2. In the Columns and Measures section, click the configure icon for a column, select Aggregation Rule, and then select the aggregation rule that corresponds to the Column Aggregation configuration element.
9. 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.
10. 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.
11. Click Save As to save the report in your My Folder. You can now publish the report.