BI Mobile for iOS

How do I log into the app?

Tap the app icon in your mobile device.
You see the page displaying the available server connections.
Click Public Demo to log into a preconfigured server connection with sample data.
The app automatically authenticates, connects, and displays the Recents page.
If you have configured a server connection, then click the server and enter the user details to log in.
You see the Recents page. To configure a connection, see How do I configure a server connection?

Note:
When you have left Oracle BI Mobile and are returning, for example, after leaving it and working with other applications, the app returns you to the view you were previously on and to your previously selected server connection. If your user state is no longer preserved, for example, if you have rebooted the device, or the operating system purged the session after a long delay, or the authentication has timed out, then the app automatically attempts to authenticate to the connection you last used.

How do I configure a server connection?

Open the app.
You see the page displaying the available server connections.
Tap .
You see the server details page.

In the Connections screen, specify the following in the General tab based on your installation:

Field Name	For Oracle Analytics Cloud	For On-premises with SSO	For On-premises without SSO
Nickname	Give the server connection a name. Once set, you can’t change this name.	Give the server connection a name. Once set, you can’t change this name.	Give the server connection a name. Once set, you can’t change this name.
SSO	For this installation, the connection always uses Single Sign-On (SSO). SSO is configured on the entry point for your Oracle BI Presentation Services server by your system administrator.	Toggle the SSO setting to `ON` for this installation as SSO is configured on the server you are connecting to.	Toggle the SSO setting to `OFF` for this installation as SSO is not configured on the server you are connecting to.
Host	Enter the name of the server to connect to. Enter either the IP address (for example: 192.168.1.1) or the fully qualified host name of the computer on which Oracle BI Presentation Services is running (for example, host1.example.com). Do not enter a stand-in URL, such as tinyurl.com/1234 that redirects to a server.	Enter the name of the server to connect to. Enter either the IP address (for example: 192.168.1.1) or the fully qualified host name of the computer on which Oracle BI Presentation Services is running (for example, host1.example.com). Do not enter a stand-in URL, such as tinyurl.com/1234 that redirects to a server.	Enter the name of the server to connect to. Enter either the IP address (for example: 192.168.1.1) or the fully qualified host name of the computer on which Oracle BI Presentation Services is running (for example, host1.example.com). Do not enter a stand-in URL, such as tinyurl.com/1234 that redirects to a server.
SSL/TLS	Tap the toggle to select `ON`or `OFF`. The Secure Sockets Layer (SSL) protocol is configured on the entry point for your Oracle BI Presentation Services server by your system administrator. If SSL is configured on the server you are connecting to, toggle this setting to `ON`. System administrators are advised to configure SSL on the Oracle BI Presentation Services server.	Tap the toggle to select `ON`or `OFF`. The Secure Sockets Layer (SSL) protocol is configured on the entry point for your Oracle BI Presentation Services server by your system administrator. If SSL is configured on the server you are connecting to, toggle this setting to `ON`. System administrators are advised to configure SSL on the Oracle BI Presentation Services server.	Tap the toggle to select `ON`or `OFF`. The Secure Sockets Layer (SSL) protocol is configured on the entry point for your Oracle BI Presentation Services server by your system administrator. If SSL is configured on the server you are connecting to, toggle this setting to `ON`. System administrators are advised to configure SSL on the Oracle BI Presentation Services server.
Username	Only applicable if SSO is turned off for you.	Use your standard user name for connecting to Oracle BI Enterprise Edition (Oracle BI EE).	Only applicable if SSO is turned off for you.
Password	Only applicable if SSO is turned off for you.	Use your standard password for connecting to Oracle BI EE.	Only applicable if SSO is turned off for you.
Save Password	Only applicable if SSO is turned off for you.	Tap the toggle to select `ON`or `OFF`. If set to `ON`, the password you enter in the Password field is saved as part of the configuration for the server. If set to `OFF`, you are prompted to enter your password each time you launch the application. The default setting is `OFF`.	Only applicable if SSO is turned off for you.

Specify the following in the Advanced tab:

Note:

These values are same for Oracle Analytics Cloud, On-premises with SSO, and On-premises without SSO installations.

Analytics Path: For example, /analytics/saw.dll.
Publisher Path: For example, /xmlpserver. This setting is mandatory; it is only used, however, if you access any Oracle BI Publisher content.
MAD Path: For example, /mobile/viewer.jsp.
VA Path: For example, /va/project.jsp.

Click Save.

How do I share the server connection?

Tap Share Connection when editing or creating connections.
This shares an URL that enables another user to add that same connection to their app.

How do I configure the start-up content?

Open the app.
Tap .
In the Start On section, tap and select the start-up choice such as recent items, favorites, dashboards, local content, the search view, or your customized dashboard.
When you next log in, you immediately see the view or dashboard you have chosen as the start-up content.

How do I save BI content to my device?

Navigate to the BI content that you want to save to your mobile device.
Tap .
Tap Save to Local.
Tap OK.

How do I navigate through the BI content in the app?

Navigate to the BI content in either ways:
- Swipe or scroll through your favorite objects , your recently viewed objects , dashboards , catalogs , and local content .
- Navigate or search for the items on the server to access BI content that you have not already viewed or marked as a favorite.

How do I open an object in the catalog?

Open the app.
Tap Catalog to navigate to the catalog list.
Navigate through the list of folders to find the object that you want to open.
When you find the object that you want to open, tap it.

Note:
You can also search for the catalog item and open it. See How do I search for BI content?

How do I view the tooltips within the BI content?

Tap individual items within the content, such as a bar in a graph.
Tap and hold an individual item, such as a bar in a graph to view the full text of a tooltip if it extends beyond the size of the popup.
If in a tooltip, a menu item's text exceeds the width of the context menu, then tapping and holding the item opens a popup that displays the entire text of the menu option.

How do I refresh the BI content?

Navigate to the item that you want to view.
Tap .
The app reruns the query and refreshes the content.

How do I view BI content in the same format as the desktop view?

Navigate to the item that you want to view.
Tap .
Tap Original Layout.

How do I view properties of the BI content?

Navigate to the item that you want to view.
Tap .
Tap Properties.

How do I apply and clear the dashboard customizations?

Navigate to the item that you want to view.
Tap .
Tap Apply Customizations to apply the dashboard customizations.
Tap Clear Customizations to clear the dashboard customizations.

How do I add the BI content as favorites?

Open the app.
Navigate to the item that you want to add as favorite.
Tap .
You see a message that the item has been added as a favorite and you can view this item in the favorites list.

How do I remove the BI content from the favorites list?

Navigate to the item that you want to view.
Tap .
You see a message that the item has been removed from the favorites list. You can no longer view the item in the favorites list.

How do I synchronize the mobile and desktop favorites?

Synchronization of favorites happens at login. When you connect to an Oracle BI Presentation Services server from your mobile device, your mobile favorites automatically synchronize with your desktop favorites. Any favorites you have added while logged in from the desktop are automatically synchronized to the device.

How do I interact with the local content?

Do the following:

To view the local content:
1. (Optional) In the Login screen, tap Offline. You don’t need to be offline to view local content. Take this step if you want to see only local content (that is, no live content from an Oracle BI Presentation Services server).
2. Tap and scroll through your local content.
3. Tap the thumbnail for the BI object that you want to view.
  
  Note:
  When viewing BI content that is saved locally, you can readily see that the content you are viewing is a local copy rather than live content, because Local Copy displays immediately after the name.
To delete the local content:
1. In the local view, find the thumbnail image for the catalog object that you want to delete.
2. Swipe left across the row containing the thumbnail image.
3. Tap Delete .
To refresh the local content, if you are in Offline mode:
1. Tap the Previous icon to return to the local view.
2. Tap , and then tap Login to log into your Presentation Services server.
3. Tap , and return to the BI content you were viewing.
4. Tap , and then tap Refresh.
  
  Note:
  The timestamp on the BI object thumbnail, when in the local view, shows the time that you refreshed it from the server.
To refresh the local content, if you are in Online mode:
1. Navigate to the local content that you want to refresh.
2. Tap .

How do I search for BI content?

You can search for the BI content through dashboards and catalog.

Tap Dashboards or Catalog .
Tap available at the top of the screen. You see the keyboard.
Using the keyboard, type a part of the catalog object's name in the Search field and tap . The app searches on the server and displays the search results as cards.
Tap a card to open the BI content.

You can search for the BI content using Spotlight Search. Swipe down on the Home screen icons or swipe right from the Home screen to search for media, apps, emails, contacts, messages, reminders, calendar events, and similar content anywhere on your device. You see the Spotlight Search field.

Note:

For spotlight search to work with Oracle BI Mobile, you must have opened the report at least once in the app. Once you've opened a report, the app adds a reference to that report into spotlight search and then you can find and open that report outside the Oracle BI Mobile app.

How do I share the BI content?

While viewing BI content, tap .
You see the Share dialog.
Select the apps to which you want to share your content.

How do I interact with the dashboards?

Do the following:

Tap the dashboard.
Tap available next to the dashboard title to access an overlay showing the available pages and tap again to navigate to one of them.
Double-tap an individual view within a dashboard to maximize it. You see the individual view within the full screen of the device.
When viewing an analysis independent of a dashboard, double-tap it to expand the view to full-screen display. To revert back to the non-maximized view, repeat the double-tap gesture.

Note:
Double-tapping a view to maximize it works on most view types. Exceptions include gauges, simple trellis views, and performance tiles.
Swipe downward on the screen to refresh a view.
Use prompts, drills, and action links to perform all analytic actions on the data in the dashboard.
Interact with the data in the dashboard by filtering and sorting.
Drill and zoom the graphs in the dashboards.

How do I interact with tables and trellis views?

Do the following:

Tap on a cell in a table and pivot table to access the same set of actions as a left-click of the mouse in the desktop version of Oracle BI EE.
Tap and hold to access the same set of actions as a right-click of the mouse in the desktop version of Oracle BI EE. For example, to sort data, tap and hold on the column header to access the mobile version of the desktop application's right-click menu and then select Sort Column.

How do I interact with the graphs?

Do the following:

Double tap on the graph to view it in full screen mode.
Tap on the graph to display the tooltip. The tooltip includes a button that can initiate the desktop version's left-click action. The tooltips and menus that display on graph markers provide a layer to perform actions on the graph data. When there is only one action available for a marker, then that action's button is readily visible in the tooltip layer. When there are multiple actions available, you see an All Options button in the tooltip layer.
Tap an empty area of the graph to dismiss the currently visible tooltip. In some cases, for example, in a graph with bars much thinner than the finger with which you tap and drag, you may need to nudge a tooltip to an adjacent bar so that the tooltip you want is the one that is actually displayed.
Drag the tooltip to an adjacent bar to move the tooltip. You see the value or action for the bar to which you have moved the tooltip.

How do I interact with the performance tiles?

Do the following:

Tap on a performance tile to access an action link.
Tap and hold on the performance tile to display the full text of a tooltip.

How do I interact with the map views?

Do the following:

Double tap to render the map as a single visualization using the entire screen.
Drag the map around with one finger to pan it.
Use the standard two-finger gesture of pinching and spreading to zoom the map.
Tap to drill or display a popup with options.
Tap the text and use the keyboard to edit the text for a slider threshold.
Tap and select or deselect to show or hide a map format.

Note:
You can work only with visible formats and you can’t change which formats are available.

How do I view the map legend?

Tap the report with a map view; for example, Metrics by Region.
Tap to display the legend for the map.

How do I view my location in the map?

Tap to find your current location on a map and place a pin on it.
If prompted to allow the application to use your location, tap Allow.

Note:
is inactive while the application searches for your location. If your location can be found, then the app displays a pin at the position where the mobile device calculates your location to be. If your location can’t be found, then the app displays a message.

How do I view the Oracle BI Publisher content in the app?

You view the Oracle BI Publisher content interactively in the Oracle BI Mobile application. For example, you can:

View the BI Publisher reports as inline PDFs without leaving the app.
Open these reports directly from the Oracle BI Presentation Catalog and view them in dashboards.
Apply parameters for BI Publisher reports.
Save BI Publisher reports as local content, and when connected to the Presentation Services server, you can refresh their data.
Email locally saved reports as static attachments, but not as embedded content.

How do I view the tooltips within the BI content?

The mobile apps appear in your Favorites, Recents, and Catalog views as cards, just like other BI content.

Tap the card for an Oracle BI Mobile app.
The other mobile app is launched and you can navigate within it.
Tap your device's Back button to return to the Oracle BI Mobile application.

How do I interact with the alerts?

Do the following:

To access and open an alert:
1. Open the app.
2. Tap available at the top of app page.
3. Tap the alert in the Alert page. You see the BI content associated with the alert.
To clear an alert:
1. Tap and hold until the Close control (an X) displays in the upper-right corner of the alert thumbnail to clear an alert. At this point you can clear multiple alerts if you wish, because all your alerts display the Close control.
2. Tap the Close control.
3. Tap outside the Alerts bar to exit the clearing mode.
Note:
When you clear an alert in the mobile environment, its elimination is synchronized with the desktop version of Oracle BI EE. Likewise, when you clear an alert in the desktop environment, its elimination is synchronized in the mobile environment.