8Business Intelligence

This chapter contains the following:

Overview of Analytics and Reports

Business intelligence involves analyzing data to gain insight that you can act on, or gathering information to meet specific requirements. You can use different types of predefined analytics and reports, or create and edit them, to support your business needs.

Using Analytics and Reports

This table describes the purpose of analytics and reports.

Type Description Purpose

Analysis

An interactive display of data, for example in a table or graph.

To summarize or break down simple, real-time data.

To help you make short-term decisions.

Dashboard

A collection of analyses and other content, presented on one or more pages, or tabs.

To get various pieces of information about a particular subject.

Report

Output of data in a predefined format that provides little or no interaction.

To get high-volume data in a high-fidelity output optimized for printing.

For documents to support internal operations, statutory requirements, and other business needs.

Note: You can export tables on UI pages to Microsoft Excel workbooks, where available, and use the exported data for analytical purposes.

For more information on using analytics and reports, see the Creating and Administering Analytics and Reports guides or, if available, the Using Analytics and Reports guides, for your products.

Creating and Editing Analytics and Reports

You can create and edit analytics and reports for your own use. Or, if you have the appropriate roles, you can make changes to objects for others.

For example, you can:

  • Add or remove columns from an analysis.

  • Change the branding logo on report output.

  • Create a dashboard to include your most commonly viewed analyses.

For more information on creating and editing analytics and reports, see the Creating and Administering Analytics and Reports guides for your products.

Viewing Analytics and Reports

Watch video

Watch: This video tutorial shows you how to find analytics and reports, and how to make the most of the viewing features. The content of this video is also covered in text topics.

Procedure

You can view analyses, dashboards, and reports on the pages and infolets you usually work with, or navigate directly to them in the business intelligence catalog using the Reports and Analytics work area and the Reports and Analytics panel tab. You can also view analytics in infolets.

Viewing Analytics in Infolets

To view analytics in infolet pages you usually work with:

  1. Explore frequently used infolet pages using the page controls and Previous and Next icons.

  2. You may find analytics displayed in infolets with summaries and aggregations or performance metrics.

  3. Click the infolet to open a detailed report, for example to view the details of transactions that are aggregated as a total.

  4. Click Done to return to the infolet page.

Viewing Objects in Familiar Work Areas and Pages

To view analyses, dashboards, and reports on the pages and work areas you usually work with:

  1. Explore frequently used pages, where you may find one or more analyses and reports available as links or embedded in parts of the page, including tabs or panel tabs.

  2. Some work areas have a Reports and Analytics panel tab, in which you can explore the catalog folders for analyses and reports specific to the work area and, if you have permission, map additional objects to the work area.

    1. Open the panel tab.

    2. Expand the Shared Reports and Analytics folder and explore the available content.

    3. Click the link for any object and see its type to determine whether it's an analysis, a report, or a dashboard.

    4. To view the object, click View.

Viewing Objects in the Reports and Analytics Work Area

To search or browse the catalog and view any analysis, dashboard, and report you have access to:

  1. Click Navigator > Reports and Analytics.

  2. Filter and search for objects:

    1. Optionally, select from the filter list to refine results by object type.

    2. Enter a name or partial name and click Search. To view objects you have marked as favorites, select Favorites in the list. Select Recent Items to view objects you have recently worked with, or a recent search to run it again.

    3. In the search results, use the icons to identify the type of the objects.

    4. Locate an analysis, dashboard, or report and select it, then click More and select View.

  3. In the catalog breadcrumb, you can also browse the catalog folders for analytics and reports.

    1. Click the Hierarchical Selector for All Folders and click My Folders or Shared Folders to explore their subfolders or contents to locate objects.

    2. Click More for an object, and then select View to open it, or Edit to modify it.

Viewing Analyses

An analysis queries against your company's data and gives you answers to your business questions. Analyses are visualizations, such as charts and tables, of a specific set of data, and may appear in your frequently used pages, or as components of a dashboard.

To view analyses:

  1. From the catalog folders or search results, open an analysis to view.

  2. Click Refresh to rerun the analysis and refresh its data.

  3. Click Print and select either Printable PDF or Printable HTML to open a printable version of the analysis.

  4. Click Export to export analysis data in various formats, for example PDF, Excel, PowerPoint, and XML.

Viewing Dashboards

Dashboards are a collection of analyses grouped together to return data. A dashboard contains analyses, prompts which filter information, and other objects that are presented on one or more pages.

To view dashboards:

  1. From the catalog folders or search results, open a dashboard to view.

  2. If available, select values for dashboard prompts to filter the dashboard.

  3. Click Apply to refine the results of all of the analyses in the dashboard.

Viewing Reports

Reports show data in a predefined format that's optimized for printing.

To view reports:

  1. From the catalog folders or search results, click a report's name to view it.

  2. Click the View Report icon.

    • Choose whether you want the report displayed as HTML or PDF for printing. Because it's optimized for printing, often PDF provides the best print results.

    • You can also export the report as RTF for editing in a word processor, or as Excel or PowerPoint.

  3. From the catalog folders or search results, you can also:

    • Click Edit to edit the report properties, layout, and data model.

    • Click Report History to view details about when the report was submitted in the past.

    • Click Schedule to schedule the report to be run.

The Reports and Analytics work area and panel tab provide access for you to quickly view or run analytics or reports relevant to your work. The panel tab is available in many work areas and contains links to analytics and reports specific to the work area. You can also select Navigator > Tools > Reports and Analytics to open the Reports and Analytics work area, which contains links to all the analytics and reports that you have access to.

The Reports and Analytics work area and panel tab provided access to the Shared Folders in the catalog and may also contain a My Folders area if you saved any personal reports or analytics. Each has a hierarchy of folders that may contain these types of items:

  • Analysis: Graph or table that displays specific sets of data

  • Dashboard: One or more pages containing multiple analyses

  • Report: Data in a predefined, printable format, often registered as a scheduled process so you can submit and monitor the report as you would any process

Get Started

In the Reports and Analytics work area:

Resources