Contents
1 Administration
2 Basic Information to Tell Your Users
- Exporting Results
- Sorting Values in Table Views, Pivot Table Views, and Trellis Views
- Drilling in Results
- Action Links and Action Link Menus in Analyses and Dashboards
- Using a Section Slider in a Graph or Gauge
- Zooming and Scrolling in Graphs
- Scorecard Objects
- Order Prompts with Default Values are Applied
- System Configuration and Governors
3 Recruiting Standard Content
- Sample Dashboard
- Recruiting Summary
- Recruiting - Source Type Yield
- Recruiting - CSW Funnel
- Recruiting - Requisition Activity History
- Recruiting - Filled Positions Trends
- Recruiting - Recruiter Workload
- Recruiting - Offer Success Rate
- Recruiting - EEO Gender By Stage Summary
- Recruiting - EEO Race By Stage Summary
- Recruiting - Candidate Age by Stage Summary
- Open Requisitions
- Source Analysis
- Open Reqs. Pivot
- Dashboard Prompts
- Saved Filters
- Recruiting Summary
- Standard Reports
- Candidate Details
- Candidate EEO Summary By Recruiting Status, Requisition
- Candidate Offers Pending Approval
- Candidate Summary by Recruiting Status (Time Spent in Each Status)
- Candidates Hired
- Candidates Requiring Attention (Based on Aging)
- Career Site Dropoff Statistics
- EEO Summary by EEO Category
- Process Audits
- Requisition Pipeline Detail (Active Requisitions)
- Requisition Pipeline Summary (Active Requisitions)
- Requisitions Active Historical Snapshot
- Requisitions Filled Details
- Requisitions Filled Summary
- Requisitions on Hold
- Requisitions Pending Approval
4 Onboarding Standard Content
- Sample Dashboard
- Standard Reports
5 Creating Analyses
- Creating Analyses
- Subject Areas and Columns
- Understanding the Double Column Feature
- What is the Analysis Editor
- What is the Process for Constructing Analyses
- Creating New Analyses
- Specifying the Criteria for Analyses
- Analysis Results
- Adding Prompts to Analyses
- Examining the Logical SQL Statements for Analyses
- Saving Analyses
- Creating Agents from Analyses
- Editing an Analysis
- About Embedding an Analysis in a Dashboard
- Using Variables
6 Adding Views for Display in Dashboards
- What are Views
- What Types of Views are Available
- Adding Views to the Results of Analyses
- Editing Views
- Modifying the Layout of Data in Views
- Interactions in Views
- Drilling in Views
- Sorting Data in Views
- Saving a View
- Renaming a View or Compound Layout
- Rearranging a View
- Printing Views
- Previewing How a View is Displayed on a Dashboard
- Removing a View
- Refreshing the Results in a View
- Customizing Views for Delivery to Agent Users
- Master-Detail Linking of Views
- Linking Views in the Master-Detail Relationships
7 Building and Using Dashboards
- Dashboards
- Dashboard Builder
- What Controls the Look of a Dashboard
- Creating a Dashboard
- Editing a Dashboard
- Changing the Properties of a Dashboard and its Pages
- Deleting Objects on Dashboard Pages
- Deleting the Current Dashboard Page
- Deleting One or More Dashboard Pages
- Saving Dashboards by Other Names and In Other Locations
- Opening and Using a Dashboard
- What are Saved Customizations for Dashboard Pages
- Saving a Customization
- Applying a Saved Customization
- Editing Saved Customizations
- Publishing Dashboard Pages
- Dashboard Page Links
- Briefing Book
8 Filtering and Selecting Data for Analyses
- Inline or Named Objects
- Folder Structure for Named Objects
- Saving Groups and Calculated Items as Inline or Named
- Filters and Selection Steps
- Working with Selections of Data
- Creating Selection Steps
- Editing Selection Steps
- Selection Steps as a Group Object
- Selection Steps and Double Columns
- Creating a Column Filter
- Editing a Column Filter
- Combining and Grouping Column Filters
- Creating a Filter Based on the Results of a Saved Analysis
- Creating and Editing the SQL Statements for a Column Filter in an Analysis
- Groups and Calculated Items
- Adding a Group to Other Analyses
- Examples of Calculated Items
9 Prompting in Dashboards and Analyses
- Inline and Dashboard Prompts
- Column Prompts
- Other Prompt Types
- Types of User Input Options Available for Use With a Column or Variable Prompt
- Dashboard Prompt and Analysis Prompt Interaction
- Order Prompts with Default Values are Applied
- Prompts Auto-Complete
- Creating a Column Prompt
- Overriding a Selection Step with a Column Prompt
- Creating a Variable Prompt
- Editing a Prompt
- Adding a Dashboard Prompt to a Dashboard or Dashboard Page
- Adding a Hidden Dashboard Prompt to a Dashboard Page
10 Formatting Analyses, Views, and Dashboard Pages
- Format
- Column Format in Analyses
- Cosmetic Formatting
- Using a Saved Analysis to Modify the Cosmetic Appearance of Other Analyses
- Importing Formatting Using a Saved Analysis
- Applying Conditional Formatting to Tables, Pivot Tables, and Trellises
- Applying Conditional Formatting
- Conditional Formatting for Ranking
- Custom Format Strings For Date and Time Fields
11 Delivering Content
- Agent
- Agents
- Alerts
- How Agents Work
- Agent Editor
- Customization in Agents
- Creating an Agent
- Saving Agents
- Subscribing to an Agent
- Displaying a List of the Agents that you Subscribe to or That You Own
- Unsubscribing from an Agent
- Customizing Your Agent Subscriptions
- Disabling and Enabling Agents' Schedules
- Devices and Delivery Profiles
- Accessing and Managing Your Alerts
12 Working with Conditions
- Working with Conditions
- Conditions
- Condition Types
- Creating a Named Condition
- Using a Condition to Determine Whether an Agent Delivers Content or Executes an Action
- Using a Condition to Determine Whether Action Links are Displayed in Dashboard Pages
- Using a Condition to Determine Whether Sections are Displayed in Dashboard Pages
- Specifying the Settings for a Condition
- Editing a Named Condition
- Editing, Customizing, Testing, Saving, and Disabling a Condition Used in an Agent
- Editing, Testing, Saving, and Removing a Condition Used in an Action Link in a Dashboard Page
- Editing, Testing, Saving, and Removing a Condition Used in a Section in a Dashboard Page
13 KPIs and KPI Watchlists
- Key Performance Indicators
- KPI Watchlists
14 Scorecarding
- Scorecarding
- Scorecard and Strategy Management
- Scorecard Editor
- Scorecard Editor Edit and View Modes
- Scorecard Objects
- Creating Scorecards
- Creating a Scorecard
- Opening or Editing a Scorecard
- Vision Statement
- Mission Statement
- Perspectives
- Key Performance Indicators (KPIs)
- Objectives
- Initiatives
- Understanding Initiative or Objective Performance Assessment
- Assessment Mappings
- Assigning Weights to Child Objectives, Initiatives, and KPIs
- Point of View Area
- Setting Up the Point of View Controls
- Strategy Trees
- Creating Strategy Trees
- Strategy Maps
- Cause & Effect Maps
- Custom Views
- Watchlists
- Opening Scorecard Objects
- Viewing Overview Information
- Editing a Scorecard Object
- Deleting Scorecard Objects
- Adding Scorecard Objects to Dashboards
- Status Overrides
- Scorecard Object Business Owner Contact
- Comments
15 Managing Objects in the OBI Presentation Catalog
- Oracle Business Intelligence Presentation Catalog
- Presentation Catalog
- Saving a Business Intelligence Object
- Creating a Folder or Sub-folder
- Object-Specific Tasks
- Favorites
- Adding an Object to Favorites List from Home Page or Catalog Page
- Adding an Object to Favorites List while Viewing or Editing the Object
- Accessing Your Favorites List
- Organizing your Favorites List
- Rearranging your Favorite Objects
- Removing an Object from your Favorites List using the Home Page or Catalog Page
- Removing an Object from your Favorites List while Viewing or Editing the Object
- Removing an Object from your Favorites List by Using Manage Favorites Dialog
- Exporting a KPI or Analysis Prompt Data
- Accessing Properties
- Levels of Oracle BI Security
- Archiving
16 BI Composer
17 Actions
- Actions
- Actions
- Action Links and Action Menus
- Actions that Navigate to Related Content
- Named Actions
- Inline Actions
- Conditionally Enabled Actions
- Customized Information Displayed to Users on Action Execution
- Creating a Named Action
- Specifying the Settings for a New Action
- Actions in Analyses
- Actions in Dashboard Pages
- Adding Actions to a Dashboard Page Using an Action Link Menu
- Adding Actions to an Agent
- Adding Actions to a KPI
- Adding Actions to Initiatives and Objectives in a Scorecard
- Creating a New Action Based on an Existing Named Action
- Editing a Named Action
- Editing an Action or Action Link Added to an Analysis
- Editing an Action, Action Link, or Action Link Menu Added to a Dashboard Page
- Editing Actions Added to an Agent
- Editing Actions or Action Links Added to a KPI
- Editing Actions and Action Links Added to an Initiative or Objective in a Scorecard
- Saving an Inline Action in an Analysis to the Catalog
- Saving an Inline Action in a Dashboard to the Catalog
- Executing a Named Action to Test It
18 Appendix
- Subject Areas
- Accessibility Mode
- Syntax and Usage Notes for the SELECT Statement
- Limiting and Offsetting Rows Returned
- Operators
- Conditional Expressions
- Expressing Literals
- Variables
- Aggregate Functions
- String Functions
- Math Functions
- Calendar Date/Time Functions
- Conversion Functions
- Database Functions