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:
-
Create or edit an agent and specify (in the "Agent editor: Condition tab") that the agent is to deliver its content and run associated actions conditionally. See Using a Condition to Determine Whether an Agent Delivers Content or Executes an Action.
For information on creating agents, see "Creating an Agent".
-
Add an action link to a dashboard page and specify that the action link is to be displayed conditionally. See "Using a Conditio to Determine Whether Action Links are Displayed in Dashboard Pages". For information about adding action links to dashboard pages, see "Actions in Dashboard Pages".
-
Add a section to a dashboard page and specify that the section is to be displayed conditionally. See "Using a Condition to Determine Whether Sections Are Displayed in Dashboard Pages".
For information about adding sections to dashboard pages, see "Dashboard Content".
Creating a Named Condition
BI Author Developer
BI Tenant Administrator
Using a Condition to Determine Whether an Agent Delivers Content or Executes an Action
BI Author Developer
BI Tenant Administrator
-
Edit the agent.
-
Click the "Agent editor: Condition tab".
-
Select the Use a condition box.
-
If you want to:
-
Create a new condition, click Create to display the "Create Condition dialog" and then complete the dialog.
For information on completing the dialog, see "Specifying the Settings for a Condition".
- Select an existing condition, click Browse to display the "Select Condition dialog" and then complete the dialog.
- Save the agent.
-
Using a Condition to Determine Whether Action Links are Displayed in Dashboard Pages
BI Author Developer
BI Tenant Administrator
Using a Condition to Determine Whether Sections are Displayed in Dashboard Pages
BI Author Developer
BI Tenant Administrator
-
Edit the dashboard. For information, see "Editing a Dashboard".
-
Click the tab of the page that contains the section to display conditionally.
-
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.
-
If you want to:
-
Create a new condition, click the New Condition button to display the "Create Condition dialog" and then complete the dialog.
For information on completing the dialog, see "Specifying the Settings for a Condition".
- Select an existing condition, click the Select Condition button to display the "Select Condition dialog" and then complete the dialog.
-
-
Click OK in the Section Condition dialog.
-
Save the dashboard.
Specifying the Settings for a Condition
BI Author Developer
BI Tenant Administrator
-
Create a condition.
-
In the Create condition based on box, select whether the condition is to be based on an Analysis or KPI.
-
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.
-
-
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.
- For an analysis, in the Condition true if number or rows area:
-
(optional) Click Test Condition to test the condition.
-
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
BI Author Developer
BI Tenant Administrator
-
Navigate to the condition in the catalog.
-
Click the Edit link to display the "Edit Condition dialog".
-
Make the desired changes.
Editing, Customizing, Testing, Saving, and Disabling a Condition Used in an Agent
BI Author Developer
BI Tenant Administrator
-
Edit the agent.
-
Click the "Agent editor: Condition tab".
-
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).
-
Save the agent.
Editing, Testing, Saving, and Removing a Condition Used in an Action Link in a Dashboard Page
BI Author Developer
BI Tenant Administrator
Editing, Testing, Saving, and Removing a Condition Used in a Section in a Dashboard Page
BI Author Developer
BI Tenant Administrator
-
Edit the dashboard page that contains the section.
-
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.
-
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.
-
Save the dashboard.