How You Create an Absence by Department Report

Here's how you can create an Oracle Business Intelligence Publisher report. In this example, you use a data model that you created using an Oracle Transactional Business Intelligence analysis for reporting on absence data by department.

These are the key decisions for this scenario.

Decision to Consider

In This Example

Which data model to use?

Use the Absence by Department data model that you previously created.

Which layout options to use?

Select Landscape and select Chart and Pivot table.

Add any additional charts to the report?

Yes. Add a chart with the same configuration as the graph. Add this chart above the graph. When you click the different bars in the chart, it filters the graph by that criteria.

Are filters needed for the report?

Yes. Add filters to the chart, graph, and table to exclude records where the Reason for Absence is blank.

Is conditional highlighting needed?

Yes. Add conditional highlighting to the pivot table so that departments with 20 or more absences are highlighted in red.

Create a Report

  1. Click Browse Catalog to open the BI Catalog.

  2. On the OBI EE home page, under Published Reporting, click Report in the Create region.

  3. In the Create Report window, verify that Use Data Model is selected.

  4. Click Search in the Data Model field.

  5. In the Select Data Model window, select the absence by department data model that you created.

  6. Click OK.

  7. On the Create Report page, verify that the Guide Me option is selected, and click Next.

  8. On the Create Report, Select Layout page, select Landscape for the layout.

  9. Select the Page Header and Page Footer options.

  10. Select the Chart and Pivot Table option.

  11. Click Next.

  12. On the Create Report, Create Chart page, drag Number of Absences and drop it onto the Drop Value Here box.

  13. Drag Reason for Absence and drop it onto the Drop Series Here box.

  14. Drag Department and drop it onto the Drop Label Here box.

  15. Click Next.

  16. On the Create Report, Create Table page, review the location of each element in the table to make sure it's formatted correctly.

  17. Click Next.

  18. Select View Report, and then click Finish.

  19. In the Save As window, save your report in My Folders, and name it Absence by Department Report.

  20. Click OK.

  21. The report appears.

Add Additional Details to the Report

  1. In the upper right corner of the Absence by Department Report tab, click Actions to view the options for exporting, editing, and so on.

  2. Click Edit Report.

  3. Click Edit.

  4. On the Insert tab, select Chart.

  5. Drag the Chart component down to the report area, and drop it directly below the report title.

    When you drag the chart component down to the report area, use the blue bar as a guide to decide where to drop the chart. Drop the chart when the blue bar is directly below the report title.

  6. In the Data Source region, select Number of Absences, and drag and drop it onto the Drop Value Here box.

  7. Click Reason for Absence and drag and drop it onto the Drop Label Here box.

  8. Click the new graph. A yellow border appears.

  9. Click the bottom right corner of the yellow border, and drag the corner to the right so that the graph occupies the entire page.

  10. In the Filter options on the Chart tab, click Filter.

  11. In the Filter window, select Reason for Absence from the Data Field menu.

  12. In the Operator field, select is greater than or equal to from the drop-down list.

  13. In the Value field, enter 0.

  14. Click OK.

  15. Toggle 3D Effect on and off and choose one of the settings, based on your preference.

  16. Repeat steps 9 through 14 for the second graph.

  17. Click the pivot table to refocus the page on the pivot table. The yellow border appears.

  18. In the Filter options on the Table tab, click Filter.

  19. In the Filter window, select Reason for Absence from the Data Field drop-down list.

  20. In the Operator field, select is greater than or equal to from the drop-down list.

  21. In the Value field, enter 0.

  22. Click OK.

  23. Click the cells in the Number of Absences column.

  24. In the Conditional Formatting region of the Pivot Table Data tab, click Highlight.

  25. In the Operator field, select is greater than or equal to from the drop-down list.

  26. In the Value field, enter 20.

  27. Click in the Background Color field.

  28. In the Color Picker window, select Red (ff0000)

  29. Click OK.

  30. In the Highlight window, click OK.

  31. Click Save to save the changes to your report.

  32. Click Return.

  33. Click View Report.

  34. In the upper graph, click the different bars to see how the lower graph filters the results.