1. Using Oracle Analytics for Oracle Taleo Enterprise Edition
  2. Specifying the Criteria for Analyses

Specifying the Criteria for Analyses

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

Home > Oracle Analytics > Catalog

Here's what to do

  1. Navigate to the analysis.
  2. Edit the analysis.
  3. 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.

  4. 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.

  5. Add and edit inline filters as needed using the Filters pane.
    For more information, see Creating a Column Filter.
  6. Create or edit selection steps as needed using the Selection Steps pane.
    For more information, see Working with Selections of Data.
  7. Add named filters, calculated items, and groups from the Oracle BI Presentation Catalog as needed using the Catalog pane.
  8. 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.