12Working with Conditions

Working with Conditions

    Working with Conditions

      Conditions

      Conditions are objects that return a single Boolean value based on the evaluation of an analysis or of a Key Performance Indicator (KPI).

      What a condition evaluates depends on whether it is based on an analysis or on a KPI, as follows:

      • For an analysis, it evaluates the row count of the analysis.

      • For a KPI, it evaluates the status of the KPI.

        For example, a condition might evaluate whether the results of an analysis return a number of rows greater than 0:

      • If the analysis returns at least one row, then the condition evaluates to true.

      • If the analysis does not return any rows, then the condition evaluates to false.

      Condition Uses

      You use conditions to determine whether:

      • Agents deliver their content and execute their actions

      • Actions links (which when clicked run actions) are displayed in dashboard pages

      • Sections and their content are displayed in dashboard pages

      For example, a sales manager wants to deliver a Monthly Sales Report to his direct reports only when sales drop below $2 million. You might create a condition that is based on an analysis that shows sales that are below $2 million and add it to an agent whose delivery content is the Monthly Sales Report. When the condition evaluates to true (that is, the analysis contains rows where sales are below $2 million), the agent is triggered to deliver the Monthly Sales Report.

      You can also use a different kind of condition to determine whether action links are enabled in analyses. For information, see "Conditionally Enabled Actions Added to Analyses".

      Condition Elements

      A condition consists of the following elements:

      • An analysis or KPI.

      • The criteria to use when evaluating the condition:
        • For an analysis, the criteria is a row count and an operator to apply to the row count; for example, the row count equals 100.

        • For a KPI, the criteria is a KPI status, for example, the KPI status is OK.

      • Values for any prompted filters that are associated with the analysis or values for KPI dimensions that were set to Set in watchlist in the KPI.

        Condition Types

        Named Conditions

        A named condition is a condition that you define and then save by name in the Oracle BI Presentation Catalog so that you can reuse it in agents and dashboard pages.

        You create a named condition when you create a new condition from the:

        • New menu in the global header by selecting Condition under Analysis and Interactive Reporting

        • Home page by clicking the More link under Analysis and Interactive Reporting in the Create area and selecting Condition

        You also create a named condition from the "Agent editor: Condition tab" when you save an inline condition to the catalog. For information on inline conditions, see "Inline Conditions"

        Inline Conditions

        An inline condition is a condition that you define at the point of use and do not save by name in the catalog. Instead it is saved as part of the dashboard page or agent.

        An inline condition is automatically deleted when the dashboard page or agent that contains it is deleted. This simplifies catalog management for conditions that make sense only within particular Oracle BI content.

        You can create an inline condition when you:

          Creating a Named Condition

          You must have one of the following user type permissions:
          • BI Author Developer

          • BI Tenant Administrator

          Home > Oracle Business Intelligence
          1. In the global header, click New and then select Condition.

            The "New Condition dialog" is displayed.
          2. Complete the New Condition dialog. For more information, see "Specifying the Settings for a Condition".

            Using a Condition to Determine Whether an Agent Delivers Content or Executes an Action

            You must have one of the following user type permissions:
            • BI Author Developer

            • BI Tenant Administrator

            Home > Oracle Business Intelligence > Catalog
            1. Edit the agent.

            2. Click the "Agent editor: Condition tab".

            3. Select the Use a condition box.

            4. If you want to:

              Using a Condition to Determine Whether Action Links are Displayed in Dashboard Pages

              You must have one of the following user type permissions:
              • BI Author Developer

              • BI Tenant Administrator

              Home > Oracle Business Intelligence > Catalog
              1. Edit the dashboard. For information, see "Editing a Dashboard".

              2. Click the tab of the page that contains the action link to display conditionally.

              3. Hover over the action link object in the Page Layout area to display the action link object's toolbar and click the Properties button, or, if the action link is in an action link menu:

                1. Hover over the action link menu object in the Page Layout area to display the action link menu object's toolbar and click the Properties button.

                2. Select the action link to conditionalize and click the Edit button.

              4. In the Show component, click the Conditionally box.

                The Condition component is displayed.
              5. If you want to:

              6. Click OK in the Action Link Properties dialog.

              7. If the action link is in an action link menu, then click OK in the Action Link Menu Properties dialog.

              8. Save the dashboard.

                Using a Condition to Determine Whether Sections are Displayed in Dashboard Pages

                You must have one of the following user type permissions:
                • BI Author Developer

                • BI Tenant Administrator

                Home > Oracle Business Intelligence > Catalog
                1. Edit the dashboard. For information, see "Editing a Dashboard".

                2. Click the tab of the page that contains the section to display conditionally.

                3. Hover over the section in the Page Layout area to display the section's toolbar, click the Properties button for the section, and select Condition. The "Section Condition dialog" is displayed.

                4. If you want to:

                5. Click OK in the Section Condition dialog.

                6. Save the dashboard.

                  Specifying the Settings for a Condition

                  You must have one of the following user type permissions:
                  • BI Author Developer

                  • BI Tenant Administrator

                  Home > Oracle Business Intelligence
                  1. Create a condition.

                  2. In the Create condition based on box, select whether the condition is to be based on an Analysis or KPI.

                  3. For:

                    • (optional) An analysis, edit any prompted filters, as desired.

                    • A KPI, specify the values for any KPI dimensions.

                      Note: If you specify values for any prompted filters, then these values cannot be overridden at the point of use.
                  4. Specify the evaluation criteria as follows:

                    • For an analysis, in the Condition true if number or rows area:
                      • In the Operator box, select the operator to apply to the row count.

                      • In the Row Count box or boxes, specify the row count to be evaluated.

                    • For a KPI, in the Condition true if KPI box, select the KPI status.
                  5. (optional) Click Test Condition to test the condition.

                  6. If you want to save the condition as:

                    • An inline condition, click OK.

                    • A named condition, click Save As to display the "Save As dialog", where you can save the condition by name to the catalog.

                      Note: If a condition is based on an analysis or KPI that is private, you cannot save it in the /Shared Folders folder.

                    Editing a Named Condition

                    You must have one of the following user type permissions:
                    • BI Author Developer

                    • BI Tenant Administrator

                    Home > Oracle Business Intelligence > Catalog
                    1. Navigate to the condition in the catalog.

                    2. Click the Edit link to display the "Edit Condition dialog".

                    3. Make the desired changes.

                      Editing, Customizing, Testing, Saving, and Disabling a Condition Used in an Agent

                      You must have one of the following user type permissions:
                      • BI Author Developer

                      • BI Tenant Administrator

                      Home > Oracle Business Intelligence > Catalog
                      1. Edit the agent.

                      2. Click the "Agent editor: Condition tab".

                      3. To:

                        • Edit an inline condition, click Edit Condition to display the "Edit Condition dialog", and make the desired changes. For more information on completing the Edit Condition dialog, see "Specifying the Settings for a Condition".
                        • To customize the prompted filters of a named condition, click Customize to display the "Customize Condition dialog", and make the desired customizations.
                        • To test a condition, click Test. The evaluation results are displayed.
                        • To save an inline condition to the catalog as a named condition, click Save To Catalog to display the "Save As dialog".
                        • To disable a condition, click Do not use a condition (always deliver content and run actions).
                      4. Save the agent.

                        Editing, Testing, Saving, and Removing a Condition Used in an Action Link in a Dashboard Page

                        You must have one of the following user type permissions:
                        • BI Author Developer

                        • BI Tenant Administrator

                        Home > Oracle Business Intelligence > Catalog
                        1. Edit the dashboard page that contains the action link.

                        2. Hover over the action link object in the Page Layout area to display the action link object's toolbar and click the Properties button, or, if the action link is in an action link menu:

                          1. Hover over the action link menu object in the Page Layout area to display the action link menu object's toolbar and click the Properties button.

                          2. Select the action link that contains the condition and click the Edit button.

                        3. Click the More button to the right of the Condition field and then:

                          • To edit a condition, select Edit Condition to display the "Edit Condition dialog" and make the desired changes. For more information on completing the Edit Condition dialog, see "Specifying the Settings for a Condition".
                          • To test a condition, select Test Condition. The evaluation results are displayed.
                          • To save an inline condition to the catalog as a named condition, select Save Condition As to display the "Save As dialog".
                          • To remove a condition, select Remove Condition.
                        4. Click OK in the Action Link Properties dialog.

                        5. If the action link is in an action link menu, then click OK in the Action Link Menu Properties dialog.

                        6. Save the dashboard.

                          Editing, Testing, Saving, and Removing a Condition Used in a Section in a Dashboard Page

                          You must have one of the following user type permissions:
                          • BI Author Developer

                          • BI Tenant Administrator

                          Home > Oracle Business Intelligence > Catalog
                          1. Edit the dashboard page that contains the section.

                          2. Hover over the section in the Page Layout area to display the section's toolbar, click the Properties button for the section, and select Condition. The "Section Condition dialog" is displayed.

                          3. Click the More button to the right of the Condition field and then:

                            • To edit a condition, select Edit Condition to display the "Edit Condition dialog" and make the desired changes. For more information on completing the Edit Condition dialog, see "Specifying the Settings for a Condition".
                            • To test a condition, select Test Condition. The evaluation results are displayed.
                            • To save an inline condition to the catalog as a named condition, select Save Condition As to display the "Save As dialog".
                            • To remove a condition, select Remove Condition.
                          4. Save the dashboard.