Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Introducing Oracle Business Intelligence Enterprise Edition

1 Getting Started with Oracle Business Intelligence Enterprise Edition

• About Oracle BI Enterprise Edition
• Roadmap for Users
• Accessing Oracle BI Enterprise Edition
• Finding and Exploring Existing Content
• Analyzing and Interacting with Information for Insight
• Using Oracle BI Enterprise Edition on Mobile Devices
• Top Tasks for Oracle BI Enterprise Edition

Part II Reporting Data in Oracle Business Intelligence Enterprise Edition

2 Creating Analyses

• Typical Workflow for Creating Analyses
• Creating Your First Analysis
• Adding and Removing Columns in Analyses
• Saving Analyses
• Adding Interactivity to Analyses
• Applying Formatting to Objects
• Setting Properties for Columns
  • Formatting Text Data
• Formatting Columns
• Exporting Content from Analyses and Dashboards
  • Exporting the Results of Analyses
  • Exporting Dashboards and Dashboard Pages
  • Tips for Exporting
• Editing Formulas or Calculated Measures
  • Editing the Formula for a Column
  • Editing Calculated Measures
• Setting Properties for Analyses
• Setting Preferences
• Importing Formatting from Another Analysis
  • About Applying Formatting from Columns
  • About Applying Formatting from Views
  • About Applying Formatting from Containers
  • Importing Formatting from a Saved Analysis to a Target Analysis
• Combining Columns to Display Data Differently
• Advanced Techniques: Examining the Logical SQL Statements for Analyses
• Advanced Techniques: Referencing Stored Values in Variables
  • About Session Variables
  • About Repository Variables
  • About Presentation Variables
  • About Request Variables
  • About Global Variables
  • Creating Global Variables
  • Syntax for Referencing Variables

3 Viewing Data in Different Ways

• Typical Workflow for Viewing Data in Different Ways
• About Views
• Adding Views
• Editing Views
• Editing Various Types of Views
  • Editing Table and Pivot Table Views
  • Editing Gauge Views
    • Setting Thresholds
  • Editing Performance Tile Views
  • Editing Trellis Views
    • About the Functions of Trellis Views
    • About Simple Trellis Versus Advanced Trellis
    • Design Considerations for Trellis Views and Microcharts
  • Editing Treemap Views
  • Editing Narrative Views
  • About Editing Non-Data Views
    • About Column Selector Views
    • About Filters Views
    • About Selection Steps Views
    • About Static Text Views
    • About Title Views
    • About View Selector Views
• Graphing Data in Analyses
  • Editing Graph Views
  • Zooming and Scrolling in Graphs
  • Formatting the Visual Appearance of Graphs
    • Formatting Graphs Based on Position
    • Formatting Graphs Based on Columns
    • Rules for Applying Conditional Formats in Graphs
    • Graph Exceptions for Conditional Formatting on Columns
  • Limiting Data Displayed in Graphs and Gauges
    • Defining Section Sliders in Graphs and Gauges
    • Using Section Sliders in Graphs and Gauges
• Saving Views
• Rearranging Views
• Refreshing the Results in Views
• Printing Views
• Changing Print Options for Views
• Previewing How Views Are Displayed on Dashboards
• Removing Views
• Sorting Values in Views
• Clearing Sorts in Views
• Drilling in Results
  • About Drilling
  • Drilling in Tables and Trellises
  • Drilling in Graphs
• Resizing Rows and Columns in Views
  • Configuring for Resizing in Views
  • Resizing in Views
• Suppressing Null Values in Views
• Assembling Views for Display
• Linking Views in Master-Detail Relationships
  • Defining Master Views
  • Defining Detail Views
• Modifying the Layout of Data in Views
  • Adding and Rearranging Columns in Views
    • Adding Columns to Views
    • Removing Columns from Views
    • Rearranging Columns in Views
  • Setting Properties for Sections of Data in Views
  • Adding Totals to Tables and Pivot Tables
  • Displaying Running Sums and Relative Values in Pivot Tables
    • Displaying Running Sums for Measure Columns in Pivot Tables
    • Displaying Relative Values for Measure Columns in Pivot Tables
• About Drop Targets in the Layout Pane
  • About the Types of Drop Targets
  • About the Excluded Drop Target
  • About the Guidelines for Drop Targets for Various Views
    • Drop Target Guidelines for Graphs and Funnel Graphs
    • Drop Target Guidelines for Trellises
    • Drop Target Guidelines for Treemaps

4 Building Dashboards

• Typical Workflow for Building Dashboards
• Creating Your First Dashboard
• Editing Dashboards
• Adding and Deleting Pages in Dashboards
  • Adding Pages to Dashboards
  • Adding Content to Dashboard Pages
  • Changing the Properties of a Dashboard and Its Pages
  • Changing the Properties of Objects Added to Dashboard Pages
  • Deleting Objects on Dashboard Pages
  • Deleting Dashboard Pages
• Preparing to Print Dashboards
• Organizing Dashboard Pages in Briefing Books
  • Adding Content to New or Existing Briefing Books
  • Editing the Content of Briefing Books
  • Downloading Briefing Books
  • Adding a List of Briefing Books to a Dashboard Page
• Improving the Time to Display Dashboard Pages with Default Selections
• Recalling Personalized Settings
  • Saving Customizations of Dashboard Pages
  • Applying Saved Customizations
  • Editing Saved Customizations
  • Clearing the Current Customization
• Linking to Dashboard Pages
  • About Bookmark Links
  • Creating Links to Dashboard Pages

5 Filtering and Selecting Data for Analyses

• Typical Workflow for Filtering and Selecting Data
• About Filters and Selection Steps
  • About Prompted Filters
• Creating Filters for Columns
  • Creating Inline and Named Filters
  • Specifying Values for Filters
  • Saving Filters
• Editing Filters for Columns
• Reusing Filters
• Using a Saved Analysis as a Filter
• Advanced Techniques: How Dashboard Prompts and Analysis Prompts Interact
• Refining Selections of Data
  • Creating Selection Steps
  • Editing Selection Steps
  • Saving Selection Steps for Reuse
  • Advanced Techniques: Creating Condition Steps
• Manipulating Members Using Groups and Calculated Items
  • About Groups and Calculated Items
  • Creating Groups and Calculated Items
  • Editing Groups and Calculated Items
  • Viewing Group Contents
  • Saving Groups and Calculated Items
  • Reusing a Group or Calculated Item in an Analysis
  • Deleting Groups and Calculated Items

6 Prompting in Analyses and Dashboards

• Typical Workflow for Prompting in Analyses and Dashboards
• Creating Prompts
  • Creating Column Prompts
  • Creating Variable Prompts
  • Overriding a Selection Step with a Prompt
• Editing Column Prompts
• Adding Prompts to Dashboard Pages

7 Making Analyses Interactive

• Typical Workflow for Making Analyses Interactive
• Creating Named Actions for Reuse
• Creating Inline Actions
• Adding Actions to Analyses
• Adding Actions to Dashboard Pages
  • Adding Actions to Dashboard Pages Using Action Links
  • Adding Actions to Dashboard Pages Using Action Link Menus
• Editing and Deleting Named Actions
• Editing and Deleting Actions and Action Links Added to Analyses
• Editing and Deleting Actions, Action Links, and Action Link Menus Added to Dashboard Pages
• Saving Inline Actions in Analyses to the Catalog
• Saving Inline Actions in Dashboards to the Catalog
• Verifying that Named Actions Run Properly

8 Accessing and Organizing Catalog Content

• Typical Workflow for Managing Catalog Content
• Searching the Catalog
• Renaming Objects
• Accessing Favorite Objects Easily
  • Adding Objects to Favorites
  • Removing Objects from Favorites
• Accessing Properties for Objects
• Assigning Permissions to Objects
• Assigning Ownership of Objects
• Taking Ownership of Objects

Part III Reference

A Terminology

• Oracle BI Enterprise Edition Terminology

B Frequently Asked Questions for Oracle BI Enterprise Edition

• About Accessibility Features
• Top FAQs for Analyses and Dashboards

C Accessibility

• About Accessibility Features
• Changing to Accessibility Mode
• About Keyboard Shortcuts
• Navigating with Keystrokes
  • Navigating on the Home Page
  • Navigating in Dashboards

D Expression Editor Reference

• Data Model Objects
• SQL Operators
• Conditional Expressions
• Functions
  • Aggregate Functions
  • Calendar Functions
  • Conversion Functions
  • Display Functions
  • Evaluate Functions
  • Mathematical Functions
  • String Functions
  • System Functions
  • Time Series Functions
• Constants
• Types
• Variables