Before you start
You must have one of the following user type
permissions:
BI Author Limited
BI Author Developer
BI Tenant Administrator
This procedure is
a step in the process for constructing an analysis. For more information, see What Is the
Process for Constructing Analyses.
You use the Analysis editor: Criteria tab to specify
the criteria for an analysis, including columns, filters, and selection steps. You also can
specify:
-
The default order in which columns are to be displayed in the analysis results
-
The default sorting for the values that are displayed in views
-
The default formatting (such as headings, number of decimal places, conditional formats, and
system wide defaults)
-
Column formulas (such as adding a Rank or Percentile function)
-
The aggregation rules for column totals
Here's what to do
- Navigate to the analysis.
- Edit the analysis.
- In the Criteria tab, select the columns to be included
in the analysis by doing one of the following:
-
Double-clicking the columns in the Subject Areas pane.
-
Dragging and dropping the columns from the Subject Areas
pane to the Selected Columns pane.
To select multiple non-contiguous
columns, press and hold the Ctrl key, then click each column to include.
Note: In general, the analysis should contain at least one measure
column. Measure columns are the key additive measurements of business
performance, such as dollar sales per store, or the number of service
requests opened and closed each day. An analysis without any measure
columns generally is not meaningful, and can cause poor query performance
or unexpected results. If you want to build an analysis without any
measure columns, then first consult the administrator.
The selected columns are displayed in a box in the
Selected Columns pane. Each column box has two sections. The upper
section shows the name of the folder that contains the column, for
example, Requisitions. The lower section shows the name of the column,
for example, Requisition Title.
If you want to:
-
Add or remove related subject areas from which to select columns,
click the Add/Remove Subject Areas toolbar button in the Subject
Areas pane to display the Add/Remove Subject Areas dialog. If you
add a related subject area but do not add any columns from that subject
area to the analysis, then the subject area is not related to the
analysis after you close and re-open the analysis.
-
Refresh the content in the Subject Areas pane, click the Refresh toolbar button on the Subject Areas pane or click the
arrow beside the button. Clicking the button executes the default
behavior of Refresh Display. Clicking the arrow enables you
to select Refresh Display or Reload Server Metadata to
refresh the subject area's metadata.
For more information about
these options, see the Subject Areas pane.
- Modify the columns or levels of hierarchical columns as
needed using the Selected Columns pane:
-
Click the Options button to the right of a column
name in the Selected Columns pane to display options to:
-
Specify the sort order for columns. (You cannot specify the
sort order for hierarchy levels.)
For more information, see
Sorting Data in Views.
-
Edit formulas for attribute columns and measure columns, including
customizing headings, and specifying the aggregation rule. (You cannot
customize headings, specify the aggregation rule, or edit the formulas
for hierarchical columns or for hierarchy levels.)
For more
information, see Editing the Formula for a Column.
-
Edit column properties to control the formatting and interaction
of columns and hierarchy levels.
For more information on applying
formatting, see Column Format in Analyses.
-
Add filters for attribute columns and measure columns. (You
cannot add filters for hierarchical columns or hierarchy levels.)
For more information, see Creating a Column Filter.
-
Delete the columns from the analysis. (You cannot delete hierarchy
levels.)
Save a column to the catalog using the Save Column As option. When you save a column to the
catalog, save the column to the subject area folder under My Folders or Shared Folders to
ensure it is available when you build an analysis for the same subject area. If a subject
area folder does not exist, Oracle Analytics creates a subject area folder and the Save As
dialog defaults a save path to My Folders > Subject Area Contents > subject areas.
Selections, filters, conditional actions links, and conditional formatting are not saved.
References to the column are changed from the subject area to the catalog. You can reuse a
saved column in another analysis by dragging and dropping it from the Catalog pane. You can
edit a saved column. Changes that you make from the Catalog pane and Catalog page apply to
all versions of the saved column. Edits that you make within an analysis apply only to that
analysis.
Click the Remove all columns from criteria toolbar
button in the Selected Columns pane to remove all columns from the
analysis.
Click the Combine results based on union, intersection,
and difference operations toolbar button in the Selected Columns
pane to combine the results of two or more analyses into a single
result. For more information, see Combining Columns Using Set Operations.
Use the Drag Column buttons in the Selected Columns
pane to place the columns in the default order for display in the
analysis results.
- Add and edit inline filters as needed using the Filters
pane.
For more information, see Creating a Column Filter.
- Create or edit selection steps as needed using the Selection
Steps pane.
For more information, see Working with Selections of Data.
- Add named filters, calculated items, and groups from the
Oracle BI Presentation Catalog as needed using the Catalog pane.
- Use the buttons on the toolbar for the Criteria tab, as
needed, to show or hide the Filters pane, to show or hide the Selections
Steps pane, and to edit the properties of the analysis, such as the
type of message (default or custom) to be displayed if no results
are available.
Results:
You can now add views to the analysis. See Displaying
the Results of Analyses.