Table of Contents
- Title and Copyright Information
- Preface
- Part I Introduction to Oracle Transactional Business Intelligence
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Part II Report Data
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2
Create Analyses
- Typical Workflow to Create Analyses
- Create Your First Analysis
- Set Properties for Columns
- Export Content from Analyses and Dashboards
- Edit Formulas or Calculated Measures
- Set Properties for Analyses
- Set Your Preferences
- Combine Subject Areas in Analyses
- Manage Briefing Books
- Advanced Techniques: Import Formatting from Another Analysis
- Advanced Techniques: Format with HTML Tags
- Advanced Techniques: Combine Columns to Display Data Differently
- Advanced Techniques: Examine the Logical SQL Statements for Analyses
- Advanced Techniques: Set Caching Options for Your Analysis
- Advanced Techniques: Reference Stored Values in Variables
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3
View Data in Different Ways
- Typical Workflow to View Data in Different Ways
- About Views
- Add Views
- Edit Views
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Edit Various Types of Views
- Edit Table and Pivot Table Views
- Edit Performance Tile Views
- Edit Treemap Views
- Edit Heat Matrix Views
- Edit Trellis Views
- Edit Gauge Views
- Edit Map Views
- Edit Narrative Views
- Edit Non-Data Views
- Graph Data in Analyses
- Save Views
- Rearrange Views
- Refresh the Results in Views
- Print Views
- Change Print Options for Views
- Preview How Views Are Displayed on Dashboards
- Remove Views
- Sort Values in Views
- Clear Sorts in Views
- Drill in Results
- Resize Rows and Columns in Views
- Suppress Null Values in Views
- Assemble Views for Display
- Link Views in Master-Detail Relationships
- Modify the Layout of Data in Views
- About Drop Targets in the Layout Pane
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4
Build Dashboards
- Typical Workflow to Build Dashboards
- Create Your First Dashboard
- Edit Dashboards
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Add and Delete Pages in Dashboards
- Add Pages to Dashboards
- Add Subpages to Dashboards
- Add Content to Dashboard Pages
- Understand How Dashboard Pages and Publisher Reports Interact
- Configure the Style and Behavior of Dashboards and Pages
- Change the Properties of Objects Added to Dashboard Pages
- Delete Objects on Dashboard Pages
- Delete Dashboard Pages
- Delete Dashboard Subpages
- Create and Manage Layouts for Dashboards and Dashboard Pages
- Print Dashboards
- Organize Dashboard Pages in Briefing Books
- Improve the Time to Display Dashboard Pages with Default Selections
- Save and Restore Dashboard State
- Publish Dashboard Pages
- Link to Dashboard Pages
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5
Filter and Select Data for Analyses
- Typical Workflow to Filter and Select Data
- About Filters and Selection Steps
- Create Filters for Columns
- Edit Filters for Columns
- Reuse Filters
- Use a Saved Analysis as a Filter
- Advanced Techniques: How Dashboard Prompts and Analysis Prompts Interact
- Refine Selections of Data
- Manipulate Members with Groups and Calculated Items
- 6 Prompt in Analyses and Dashboards
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7
Make Analyses Interactive
- Typical Workflow to Make Analyses Interactive
- Create Named Actions for Reuse
- Create Inline Actions
- Add Actions to Analyses
- Add Actions to Dashboard Pages
- Add Actions to KPIs
- Add Actions to Initiatives and Objectives in Scorecards
- Create an Action Based on an Existing Named Action
- Edit Actions Added to Agents
- Edit Actions and Action Links Added to KPIs
- Edit Actions and Actions Links Added to Initiatives and Objectives in Scorecards
- Edit Named Actions
- Edit and Delete Action Links in Analyses
- Edit and Delete Action Links in Dashboard Pages
- Save Inline Actions in Analyses to the Catalog
- Save Inline Actions in Dashboards to the Catalog
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8
Using KPIs and KPI Watchlists
- What Are KPIs?
- How Are KPIs Evaluated?
- How Can I Use KPIs?
- What Are Dimensions and Pinned Dimension Values?
- How Do I Create a KPI?
- Create KPIs
- Edit KPIs
- What Are Target Settings?
- Generate Analyses from KPIs
- Create Agents from KPIs
- Contact the Business Owner of KPIs
- About Overriding Statuses of KPIs
- About Adding Comments to KPIs
- What Are KPI Watchlists?
- Create KPI Watchlists
- Edit KPI Watchlists
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9
Scorecarding
- What Is Oracle Scorecard and Strategy Management?
- What Is a Balanced Scorecard?
- What Is the Scorecard Editor?
- What Are Scorecard Objects?
- How Do I Create a Scorecard?
- Use the Edit and View Modes in the Scorecard Editor
- Create Scorecards
- Open or Edit Scorecards
- View Overview Information
- About the Point of View Area
- Set Up the Point of View Controls
- What Are Vision Statements?
- Define Vision Statements
- What Are Mission Statements?
- Define Mission Statements
- What Are Perspectives?
- Create Custom Perspectives
- What Are Key Performance Indicators (KPIs)?
- What Are Objectives?
- Create Objectives
- What Are Initiatives?
- Create Initiatives
- Contact Business Owners
- About Comments
- Work with Comments
- Understand Initiative or Objective Performance Assessment
- Define Assessment Mappings for Scorecards
- Assign Weights to Child Objectives, Initiatives and KPIs
- About Status Overrides
- Work with Status Overrides
- What Are Strategy Trees?
- Create Strategy Trees
- What Are Strategy Maps?
- Create Strategy Maps
- What Are Cause & Effect Maps?
- Create Cause & Effect Maps
- Understand Watchlists
- Customize Watchlists
- What Are KPI Watchlists?
- Work with KPI Details
- What Are Smart Watchlists?
- Create Smart Watchlists
- What Are Custom Views?
- Create Custom Views
- Open Scorecard Objects
- Edit Scorecard Objects
- Delete Scorecard Objects
- Add Scorecard Objects to Dashboards
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10
Managing Content
- Typical Workflow to Manage Content
- Find Catalog Objects
- About Naming Restrictions for Catalog Objects
- Rename Content
- Access Favorites Easily
- Access Properties
- Assign Access Permissions
- Control Authoring and Folder Permissions
- Send Email Reports
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Automate Business Processes With Agents
- What Are Agents?
- What Are Alerts?
- How Agents Work
- What Is the Agent Editor?
- About Controlling Access to Agents
- About Using Customization in Agents
- Create Agents to Deliver Content
- View Summaries of Agent Settings
- Schedule an Agent to Deliver Content Directly from an Analysis
- Disable and Enable the Schedule for an Agent
- Subscribe to Agents
- List Agents You Subscribe To or Own
- Access and Manage Your Alerts
- Configure Your Devices and Delivery Profile
- Migrate Content to Other Catalogs
- Assign Ownership of Items
- Assume Ownership of Items
- Allow Safe Domains
- About Embedding External Images and Other External Resources in Your Content
- Embed Your Content in Other Applications
- 11 Use BI Composer to Analyze Your Data
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2
Create Analyses
- Part III Reference