One of the roles of Oracle BAM is that of a Viewer. Learn how to use the Oracle Business Activity Monitoring (Oracle BAM) Home page, also called the BAM Viewer, to view dashboards and alerts.
This chapter includes the following sections:
A dashboard is a collection of related graphs, tables, and gauges, called business views. Dashboards can display point-in-time or real-time information (active data). A tabbed dashboard contains other complete dashboards, which you view by clicking the tabs. A thumbnail is an image showing the entire dashboard in miniature, which you can click to open the dashboard.
An alert performs one or more actions when launched by an event and filtered by one or more conditions. An event can be based on a date or time, a change in data, or a manual trigger. A condition restricts the alert to a date or time range or to a specific day of the week. An action can send a notification, perform a data operation, or invoke an external application. For example, an alert might send you an email every week with a link to a dashboard that displays sales totals.
Dashboards can display the following types of business views:
An Area view shows a graphed line of values with the area filled in for visual comparison.
A Bar view shows vertical columns to represent summarized values.
A Horizontal Bar view shows horizontal columns to represent summarized values.
A Line view shows a graphed line of values or compared values.
A Pie view displays values in segments of a circle.
A Combo view shows a combination of values as areas, bars, and lines in the same view.
A Scatter view shows X,Y coordinates on a rectangular graph.
A Bubble view is like a Scatter view, except that X,Y coordinates appear as bubbles that vary in size.
A Treemap view shows hierarchical data groupings arranged in rectangles within rectangles. For example, a hierarchy might consist of the country, state or province, and city. The count of sales might determine the size of the rectangles, and the sum of sales might determine their colors.
A Point Theme Geo Map represents cities as points on a map.
A Color Theme Geo Map represents geographic regions as colors on a map.
A GPS Theme Geo Map represents moving locations tracked by GPS as points on a map.
A List displays a table you can sort.
An Action List has values in some or all table columns that are editable. It also displays data changes without requiring a refresh.
A Collapsed List displays table rows of aggregated data values grouped by one or more dimensions. It may also have color-coded thresholds for data values.
A Pivot Table combines rows and columns to display a multi-dimensional view of aggregated data values. A Pivot Table is summarized vertically and horizontally for columns and rows.
A KPI Watchlist displays a table of the following information for one or more key performance indicators (KPIs):
KPI lists KPI names.
Risks lists the color-coded status of risk indicators associated with each KPI.
Actual shows the most recent KPI value.
Today shows a line graph of the last ten KPI values. Older KPI values are on the left and newer values are on the right.
Target shows a horizontal bar that compares the current KPI value to a target value.
A Dial Gauge indicates the current value in a curved numeric marked gauge.
A Statusmeter Gauge indicates the current value in a straight numeric marked gauge with color-coded low, medium, and high ranges.
An Arrow Gauge is an arrow shape that is color-coded according to whether the value is low, medium, or high. The direction of the arrow indicates whether the current value is higher (up), the same (right), or lower (down) than the previous value.
The Oracle BAM Home page, also called the BAM Viewer, is where you view the dashboards and alert history to which you have access.
This section contains the following topics:
A project contains a group of related dashboards. The current project determines which dashboards you can open.
The project name appears in the top left corner of the Dashboards tab, which is on the right side of the Home page. BPM Analytics is the initial and default project in BAM.
To open a project:
Click the down arrow to the right of the project name.
Select Open Project from the pop-up menu.
The Open Project dialog appears.
Click the name of the project you want to open.
The project opens, and the project name appears in the top left corner of the Dashboards tab.
To change how the Most Recent and Favorites lists are displayed, select one of the following:
Carousel View — Displays each list separately as a horizontal series of thumbnails, with a horizontal slider for selecting a position in the list. To update the list with the latest dashboards, click Refresh. To open a dashboard, double-click its thumbnail.
Note:
If you have configured value formats such as Number format, Currency format, Percentage format, or Date format with Active Data Service, then, when refreshing the table data, the complete table data gets refreshed instead of row-level update. If the table data is more and refresh rate is 1 second, the refresh will impact readability and render slow.To expand the list, click Load More Items. To open a dashboard, click its thumbnail.
You can open a dashboard from the Dashboards tab, the Most Recent list, or the Favorites list.
From the Dashboards tab, click the dashboard name from the drop-down list and click the Open icon, or right-click it and select the Open menu item. The dashboard opens in a new browser window.
From the Most Recent or Favorites list, click the dashboard thumbnail in the Carousel View once to bring it to the center and again to open the dashboard. Click the thumbnail once in the List View to open the dashboard.
The dashboard opens in a new browser window.
You can add dashboards that you need to find quickly to the Favorites list.
From the Dashboards tab, click the dashboard icon and click the Favorites (star) icon, or right-click it and select the Favorites menu item.
To see the dashboard in the Favorites list in the Carousel View immediately, click the Refresh icon for the Favorites list.
From the List View, click the Favorites (star) icon for the dashboard. The icon changes from grayed out to gold.
You can choose which dashboards to open automatically when BAM is started.
From the Dashboards tab, click the dashboard icon and click the Start on Launch icon, or right-click it and select the Start on Launch menu item.
From the Most Recent or Favorites list in the Carousel View, click the dashboard thumbnail, then click the Most Recent or Favorites header and select the Start on Launch menu item.
From the List View, click the Start on Launch icon. The icon changes from green to grayed out.
When you log into Oracle BAM and go to the Home page, the dashboard is automatically launched in another browser window.
You can view a recent history of alert activity on the Alerts tab. The Alert History list is divided into three sections: Today, This Week, and Older.
For each alert instance, the Alert History list displays the alert name, any associated messages, and the time and date that the alert was triggered.
You can display alerts for all users. See Filtering the Alert History List..
A successful alert is shown with a green checkmark next to the message. An unsuccessful alert is displayed with a red x icon and a message indicating how the alert failed at the time of loading or processing. Click the x icon for additional information about the error.
If you are interested in specific alerts, you can filter the Alert History list by alert name or a date range.
To filter the Alert History list:
A dashboard opens in a separate browser window. Dashboard windows have their own set of viewing options, separate from those of the Home page.
This section contains the following topics:
A parameter is a variable representing the value of a data field. A prompt is a request for the user to specify the value of a parameter. For example, you can display product sales by country in a dashboard and prompt the user to choose the country parameter value.
To display parameters for which you can change values, click the arrow in the center of the right edge of the dashboard. The Parameters list is displayed. The views in the dashboard change in response to the parameter values you specify.
Parameter types are as follows:
A value parameter for a non-datetime field is a text box that accepts only one value.
A value parameter for a datetime field has drop-down lists for the year, month, day, hour, minute, and second, and a Refresh button.
A list parameter can present and in some cases accept multiple values with check boxes in a drop-down list.
To display a static version of the dashboard that you can save as an HTML file, click the Save Offline in a New Tab icon in the top right corner of the dashboard.
The HTML file version opens in a new browser window. You can save it using the Save Page As command in the browser.
You can apply conditions to the data displayed in a view. For example, you can display only processes with a priority of 2 or greater.
You cannot filter runtime data if Active Data is enabled.
To filter runtime data in a view:
Active Data continuously aggregates data or displays a segment of data within a defined time window. As time passes in a time window, older data is removed from the view and newer data is added.
Active data is supported only for basic Area, Bar, Line, Combo, Pie, Scatter, and Bubble views. None of the other variations of these view types support active data. However, active data is supported for all variations of Gauge views and for Point Theme and GPS Theme Geo Map views.
Active data is not supported for Horizontal Bar, KPI Watchlist, Treemap, or Color Theme Geo Map views.
Active data is not supported for external data objects.
The time zone in your Preferences does not control the time slice for Active Data. Active Data time is based on UTC.
To configure Active Data:
Note:
Active Data properties can be modified at run time only if runtime modification is enabled at design time. See Using Active Data for more information.Dimensions are the categories by which numeric data field values are grouped for aggregations such as averages or sums. For example, sales totals can be grouped by geographic region or by salesperson.
You cannot change dimensions if Active Data is enabled.
You cannot change dimensions in a view based on a query that uses a time series. See Using a Time Group or a Time Series for more information.
To change dimensions in a view:
There are four types of drilling in Oracle BAM views:
Drilling Down — displays hierarchical data one level down. For example, drilling down in a sales total for a country can display a breakdown of sales totals for states or provinces. To drill down:
Right-click the data point, bar, node, pie slice, or Collapsed List row and select the drill level from the menu.
Drilling Up — displays hierarchical data one level up. After drilling down, you can go back up. To drill up:
Right-click the data point, bar, node, pie slice, or Collapsed List row and select the drill level from the menu.
Right-click the data point, bar, node, pie slice, or Collapsed List row and select Home to go to the initial drill level of the view.
Drilling Through — displays actual data at the lowest level of the hierarchy. For example, drilling through in a sales total can display individual sales. To drill through:
Right-click the data point, bar, pie slice, Collapsed List row, or gauge, and select Show Details from the menu.
Drilling Across — displays a target dashboard or URL in a new browser window. Not all views have drill-across targets. To drill across, right-click the view and select the target name. Left-click drilling is supported for graph views if enabled at design time. See Configuring Drill-Across Targets for more information.
Active data stops during drilling and then restarts.
Note:
If you drill down in an Area, Line, or Combo view to a level at which only one data point is included, no line is drawn, and you cannot drill up. To restore the view, remove the filter that the drilling applies. See Filtering Runtime Data in a View for more information.
If one or more custom actions are configured for a view, a square icon containing a green triangle appears in the upper right corner. Click the icon to display the names of the actions, then select an action.
All views can have these action types:
Open Dashboard opens a specified dashboard in a new browser window.
Open URL opens a specified URL in a new browser window.
Refresh View redisplays the view with the latest data and properties.
Show Confirmation Message displays a confirmation message dialog before performing the action.
Action List views can have these additional action types:
Insert inserts data.
Update updates data.
Save saves all changes made to the Action List.
Delete deletes selected rows from the Action List.