5Analytics Modification

This chapter contains the following:

Creating and Editing Analytics: Highlights

Edit and create analytics to provide ad hoc reporting on your transactional data. The predefined analyses and dashboards help answer many of your business questions, but you can also create your own to meet your requirements.

This table gives a just a few examples of creating or editing analytics.

Task Example

Create an analysis

Your team needs a simple list of all your accounts, sorted by account ID. You include the account name, ID, and address in a new analysis, and add sorting on the ID column.

Create a view

A predefined analysis has a bar graph. You save a new version of this analysis with a table view added to the graph.

Create a view selector

You later decide that you want to toggle between viewing a table and a graph. You add a view selector that includes the table and graph views.

Edit a dashboard prompt

A predefined dashboard has a Start Date prompt. You make a copy of the dashboard and replace Start Date with a date range prompt.

Create a dashboard

You create a dashboard that includes an analysis and a report to view both together.

Tip: A wizard in the Reports and Analytics work area and panel tab is available to help you create or edit analyses.

Data Source Modification

Administrators can modify the business intelligence (BI) repository to determine the columns available for you to use.

Analyses

Creating and Editing Analyses Using a Wizard: Procedure

You can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you all available features, you can still use it to make typical changes, for example adding views or filters. For other tasks, such as creating dashboards or deleting analyses, use the advanced business intelligence features.

Creating an Analysis

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

  2. Click Create and select Analysis.

  3. Select the subject area that has the columns you want for your analysis.

  4. Optionally, add more subject areas or remove any that you no longer need.

  5. Select the columns to include, set options for each column, and click Next.

  6. Optionally, enter a title to display for the analysis.

  7. Select the type of table or graph to include, specify the layout of the views, and click Next.

    Note: At any point after this step, you can click Finish to go to the last step, to save your analysis.
  8. Optionally, set more options for the table or graph, and click Next.

  9. Optionally, add sorts or filters based on any of the columns you included, and click Next.

  10. If you have a table, optionally define conditional formatting for select columns, for example to display amounts over a certain threshold in red. Click Next.

  11. Enter the name of your analysis and select a folder to save it in.

  12. Click Submit.

Editing an Analysis

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

  2. Select your analysis and edit it. In the Reports and Analytics work area, click More for the analysis and select Edit. In the Reports and Analytics panel tab, click the analysis, then click Edit.

  3. Perform steps 4 through 10 from the preceding Creating an Analysis task, as needed.

  4. To update an existing analysis, select the same name in the same folder. To save this analysis as a new copy, either name it with a new name or save it in a new folder.

  5. Click Submit.

Creating and Editing Analyses with Advanced Features: Procedure

Even though you can use a wizard to create or edit analyses, you might have to use advanced features for complicated analyses or specific requirements. For example, you can create view selectors so that users can toggle between views within an analysis, or define criteria for filters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the business intelligence catalog.

Creating or Editing an Analysis

  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 the New button, select Analysis under Analysis and Interactive Reporting, and select a subject area.

    Or, select your analysis in the Folders pane and click Edit.

  4. Use the tabs as described in this table.

    Tab Task

    Criteria

    Select and define the columns to include.

    Add filters.

    Results

    Add views and set options for results.

    Prompts

    Define prompts to filter all views in the analysis.

    Advanced

    View or update the XML code and logical SQL statement that the analysis generates.

    Set options related to query performance.

  5. Save your analysis.

Performing Other Actions on an Analysis

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

  2. Select your analysis and click Action and select More.

  3. Click More for your analysis and select the wanted action, for example Delete or Copy.

How can I provide access to a custom analysis or report to multiple users?

By default, shared analyses and reports are owned by the duty role of the user who created them. All users with that duty role are able to view, modify, and save the objects.

Cross-Subject Area Joins

Cross-Subject Area Joins: Overview

You can create analyses that combine data from more than one subject area. This type of query is referred to as a cross-subject area analysis. Review guidelines for creating these joins in MyOracle Support (Doc ID 1567672.1). Cross-subject area analyses can be classified into three broad categories:

  • Using common dimensions.

  • Using common and local dimensions.

  • Combining more than one result set from different subject areas using set operators such as union, union all, intersection and difference.

Common Dimensions

A common dimension is a dimension that exists in all subject areas that are being joined in the report. These dimensions are considered common dimensions between subject areas and can be used to build a cross-subject area report.

Common and Local Dimensions

A local dimension is available only in one of the combined subject areas in a cross-subject area query.

Creating a Cross-Subject Area Analysis: Procedure

To create a real-time analysis that includes more than one subject area, which is referred to as a cross-subject area analysis, the analysis must include a measure from each of the subject areas to support the join if it uses a local dimension. You can hide the measure in the results if you don't want it to appear in your analysis.

Creating a Cross-Subject Area Analysis

  1. In the Reports and Analytics work area, click Browse Catalog.

  2. Click New and select Analysis

  3. In the Select Subject Area window, select a subject area.

  4. In the Criteria tab, expand the dimensions and add a column to the analysis.

  5. In the Subject Areas region, click Add/Remove Subject Areas.

  6. In the Subject Area region of the Criteria tab, expand the dimensions and add a column to the analysis.

  7. If the column is a local dimension, add a measure from the subject area. If it's preferable to hide the measure in your analysis, select its Column Properties, and in the Column Format tab of the Column Properties dialog box, select the Hide check box and click OK.

  8. If you are using a local dimension, in the Advanced tab, navigate to the Advanced SQL Clauses section, select Show Total value for all measures on unrelated dimensions, then click Apply SQL.

  9. Click the Results tab to see the results of the analysis.

  10. Click the Criteria tab again to return to the analysis definition.

Dashboards

Creating and Editing Dashboards: Procedure

You can create and edit dashboards to determine their content and layout. In addition to objects in the business intelligence (BI) catalog, such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Creating a Dashboard

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

  2. Click Browse Catalog.

  3. Click New and select Dashboard under Analysis and Interactive Reporting.

  4. Enter the dashboard's name and description, and select a folder to save in.

  5. With the Add content now option selected, click OK.

  6. Optionally, add more pages, or tabs, within the dashboard.

  7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to a page.

  8. Click Save.

Note: The first dashboard page is saved with the page 1 name by default. To rename this page:
  1. Click the Catalog link.

  2. In the Folders pane, select your dashboard.

  3. For page 1, click More and select Rename.

  4. Enter the new name and click OK.

Editing a Dashboard

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

  2. Select your dashboard in the pane and click More.

  3. Click Edit.

  4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, for example:

    • Remove content from the dashboard.

    • Drag and drop within a page to move content around.

    • Change the layout of a page.

FAQs for Analyses and Dashboards

What are subject areas, dimensions, attributes, facts, and metrics?

Information for analysis is grouped into related functional areas called subject areas, which contain fact and dimension folders with attributes and facts used to create analyses.

Subject area folders include dimension and fact folders. Dimension folders include the grouping of dimensional attributes for the subject area. Columns (such as date of birth or name) which are grouped under a dimension are known as attributes. Fact folders contain numeric values, also called measures or metrics.

Dimension folders are often placed before fact folders in a subject area. Metrics can be combined with dimensional attributes for multi-dimensional analysis.

What's the relationship between dimensions and fact in a subject area?

A subject area is based around a single fact. The dimensions are all related to each other through the fact only. The fact is automatically included in any query that is created, even if none of the measures in the fact appear in the analysis.

What's a common dimension?

A common dimension is shared across multiple subject areas. For example, Time, Department, and Location are common dimensions. When constructing a cross-subject area analysis, only common dimensions can be used.

How can I determine which dimensions are shared across two subject areas?

If the dimensions exist in both subject areas, they are common dimensions, and are often among the top folders in a subject area. You can join any subject areas you have access to in Answers, but analyses are subject to the normalized data structure. Unless the underlying tables are joined by design, joining subject areas in Answers results in errors.

How can I identify subject areas to create analyses?

All OTBI subject area names end with the words "Real Time".

Can I change the columns in subject areas?

You can use only the available subject areas and their dimensions and facts. You can use other The data elements that are provided out of the box are the only ones that the customers can make use of. You can potentially use BI-enabled flexfields to analyze any column in the transactional tables.

Do analyses query transactional tables to display data?

Analyses run real-time queries of transactional tables through View Objects. Oracle Fusion data security, flexfields, user interface hints, lists of values, and other metadata are delivered through the View Objects.

What's a dashboard?

A dashboard is a container page to display analyses, reports, and other objects. Administrators can create shared dashboards for groups of users with common responsibilities or job functions. Personalized views can be created based on a user's permissions.