7Analytics and Reports Management

This chapter contains the following:

Managing Folders

Creating Folders: Procedure

You manage analyses and reports in the business intelligence catalog, where you create folders to organize them.

Creating Folders

Follow these steps:

  1. In the catalog, navigate to the desired location of the new folder in the Folders pane.

  2. In the catalog toolbar, click New, and select Folder.

  3. In the New Folder dialog box, enter the folder name, and click OK.

Addressing Automatically Created Folders

If conflicts are detected during upgrade, folders named backup_nnn are automatically created in the catalog. After reviewing and resolving any conflicts, Oracle recommends that you manually delete the backup folders from the catalog. You can contact your help desk to request an automated removal if you have a large number of folders to delete.

Setting Folder Permissions and Attributes: Procedure

Business intelligence catalog folder properties control folder permissions and other attributes. You can access the properties of any object or folder in the catalog to perform tasks such as viewing system information or changing attributes or ownership. All other users can only access and modify the properties of the objects that they create or own.

Setting Folder Properties

Follow these steps:

  1. In the catalog, select the folder you want to assign properties to.

  2. In the Tasks pane, click Properties.

  3. In the Properties dialog box, select any of the options in the Attributes section:

    • Hidden: Specifies that the object is hidden.

    • System: Specifies that the object is a system object.

    • Read Only: Specifies that the object is read-only.

    • Do Not Index: Excludes the object from the index used by the full-text catalog search. Excluded objects do not display in the results of any full-text catalog search; the object can still be found using the basic catalog search.

  4. Use the Ownership section to take ownership of a folder or object in the catalog. This area displays only if the proper privileges were assigned to the user, group, or role. Note that the owner of an object or folder can't automatically access the object or folder.

    • Set ownership of this item: Click to become the owner of the folder or object.

    • Set ownership of this item and all sub items: Click to become the owner of the folder and any sub folders or sub items contained within the item. For example, if you click this link for a dashboard folder, then you take ownership of all of the dashboard's components.

Setting Folder Permissions: Procedure

You can assign permissions on folders and other objects.

Accessing and Setting Permissions

You can set permissions or change ownership for any catalog object or folder. Nonadministrative users can access and modify the permissions of the objects that they create or own.

To set folder permissions:

  1. In the catalog, select the folder or object.

  2. In the Tasks pane click Permissions.

  3. In the Permissions dialog box, the owner and any other users, roles, or groups with permissions are listed in the Permissions list. To add a user or role, click Add users/roles in the toolbar and search for users or roles to add them to the Selected Members list in the Add Application Roles, Catalog Groups and Users dialog box. To delete a user or role, select the account or role in the Permissions list and click Delete selected users/roles.

  4. In the Permissions list, to set ownership for a user, select Custom in the Permissions drop-down list for the account, then select Set Ownership in the Custom Permissions dialog box and click OK. You can also select the Owner option for the user or role.

  5. Use the Permissions drop-down list to set permissions for the object. Object permissions vary by object.

  6. Use the Apply permissions to sub-folders option to assign permissions to the folder's subfolders, and the Apply permissions to items within a folder to assign them to objects in the folder but not to subfolders.

Using Briefing Books

Creating Briefing Books: Procedure

A briefing book is a collection of updatable or static analyses or dashboard pages (which can contain reports). The static snapshots give you a picture of what's going on at the time that the analysis or dashboard page is added to the briefing book. You can download briefing books as PDF or MHTML for viewing or printing, and share them with others. The PDF file includes a table of contents for the book. Like analytics and reports, briefing books are stored in the business intelligence (BI) catalog.

Adding Content to New Briefing Books

Follow these steps:

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click the Browse Catalog button.

  3. Select your analysis, then click More and select Add to Briefing Book.

    Or, find your dashboard and click Open.

    1. Go to the dashboard page you want to add.

    2. Click the Page Options button and select Add to Briefing Book.

  4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever the briefing book is downloaded or rerun.

  5. Click Browse.

  6. Name your briefing book and save it in My Folders.

Adding Content to Existing Briefing Books

Follow these steps:

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click Browse Catalog.

  3. Select your analysis, then click More and select Add to Briefing Book.

    Or, find your dashboard and click Open.

    1. Go to the dashboard page you want to add.

    2. Click the Page Options button and select Add to Briefing Book.

  4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever the briefing book is downloaded or rerun.

Downloading and Editing Briefing Books

Follow these steps:

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click Browse Catalog to locate your briefing book.

    You can find briefing books only in the BI catalog.

Scheduling Analytics and Reports

Setting Reports Up to Run as Scheduled Processes: Points to Consider

You can create a job definition for predefined or custom reports so that users can run them as scheduled processes. Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create job definitions. Otherwise, users can open reports (which are set up to be run online) through the Reports and Analytics pane, or open and schedule them from the business intelligence catalog.

General Job Definition Information

This table describes the general information to enter for your job definition.

Field What You Enter

Job Type

BIPJobType

Report ID

The path to the report in the catalog, starting with the folder beneath Shared Folders, for example: Custom/<Family Name>/<Product Name>/<Report File Name>.xdo.

Make sure to include the .xdo extension for the report definition.

Default Output

A default output format.

Parameters

You can define parameters to be available to users when they submit scheduled processes based on your job definition. When users run the scheduled process, the values they enter for the parameters:

  • Are passed to the data model that the report is using.

  • Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model. For example, the data model has parameters in this order:

  • P_START_DATE

  • P_END_DATE

  • P_CURRENCY

You create parameters as follows:

  • Start Date

  • End Date

  • Currency

Note: Because you define parameters using the list of values sources from the Define Custom Enterprise Scheduler Jobs task, you should not define lists of values in the data model.

User Property

The only user property you must define is EXT_PortletContainerWebModule. Only lists of values associated with the application that you select are made available for parameters in this job definition.

Setting Reports Up for Scheduling: Procedure

You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work area and panel tab, then you must configure properties for the corresponding reports.

Enabling a Report for Scheduling

To enable scheduling in the Reports and Analytics work area and panel tab:

  1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.

  2. Click Properties.

  3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job Package Name

The path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

The job definition name (not display name), for example: ABCDEFG

Scheduling Analytics and Briefing Books: Procedure

Analytics and briefing books can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results to specific recipients or send notifications. You create what's called an agent to set this all up for an analysis, dashboard, or briefing book. The agent itself is saved as an object in the business intelligence (BI) catalog.

Creating an Agent

  1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas.

  2. Click the Browse Catalog button.

  3. Click New and select Agent in the Actionable Intelligence section.

  4. Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard, or briefing book to run.

  5. Save the agent in My Folders.

Note: To edit an agent, browse the BI catalog to find the agent.

Scheduling Reports: Procedure

Reports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results to specific recipients or send notifications. You submit a report with the schedule and criteria for other automated tasks defined.

If a report is set up as a scheduled process, you submit the process as you would any scheduled process. You can schedule them from:

  • Any work area where there is a link to the report.

  • The Scheduled Processes work area, where you can submit all processes that you have access to.

  • The Reports and Analytics work area or pane, if the report is set up for submission from there.

Submitting a Report or Scheduled Process

Follow these steps:

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas where you can find the report.

  2. Click the name of your report.

  3. Click Schedule if the option is there. The report is set up as a scheduled process.

    1. Enter any parameters to avoid unnecessarily large results.

    2. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), or define criteria for sending notifications.

  4. If you don't see Schedule, then click View.

    1. Click the Actions button for the report and select Schedule.

    2. Enter information similar to step 3.