5 Building and Using Dashboards

This chapter describes building and using dashboards in Oracle Business Intelligence Enterprise Edition. It also explains how to work with saved customizations, create dashboard template pages, publish dashboards, create links to dashboard pages, and work with briefing books.

What Are Dashboards?

Dashboards provide personalized views of corporate and external information.

A dashboard consists of one or more pages.

Pages can display anything that you can access or open with a web browser, including the following:

  • The results of analyses

    The results of an analysis is the output returned from the Oracle BI Server that matches the analysis criteria. It can be shown in various views, such as a table, graph, and gauge. Users can examine and analyze results, print as PDF or HTML, save as PDF, or export them to a spreadsheet.

  • Alerts from agents

  • Action links and action link menus

  • Images

  • Text

  • Views of folders in the Oracle BI Presentation Catalog

  • Links to web sites

  • Links to documents

  • Embedded content (such as web pages or documents)

  • Oracle BI Publisher reports

When you open a dashboard, the content of the dashboard is displayed in one or more dashboard pages. Dashboard pages are identified by tabs across the top of the dashboard. A toolbar at the top right contains buttons that let you:

Typical Workflow for Building Dashboards

To start building dashboards, refer to the typical workflow described in the following list:

  • Create multiple analyses — Build analyses on which you can create views that you display on a dashboard.

  • Create a dashboard — Create a dashboard to display data from analysis.

  • Add content to a dashboard page — Add content to dashboard pages to display items such as views and prompts.

  • Add prompts to dashboard pages — Add prompts to dashboard pages to drive the content on the pages.

  • Add pages to a dashboard — Optionally add one or more pages to the dashboard to display the data in various ways.

  • Recall personal settings for dashboards — Create customizations that enable you to view pages in their current state or with your favorite choices already selected.

Who Creates and Edits Dashboards?

The ability to create dashboards is controlled by the Manage Dashboard privilege, which is managed by the administrator.

Dashboard editing, which is performed in the Dashboard builder, is allowed for users with the appropriate permissions and privileges to the dashboard and to objects that can be added to a dashboard page. See Assigning Permissions and Managing Presentation Services Privileges in Security Guide for Oracle Business Intelligence Enterprise Edition.

What Is the Dashboard Builder?

The Dashboard builder lets you add dashboard pages to a dashboard and edit the pages in a dashboard. You can add objects to and control the layout of dashboard pages.

Pages contain the columns and sections that hold the content of a dashboard. Every dashboard has at least one page, which can be empty. Dashboard pages are identified by tabs across the top of the dashboard. Multiple pages are used to organize content. For example, you might have one page to store results from analyses that you refer to every day, another that contains links to the web sites of your suppliers, and one that links to your corporate intranet.

The objects that you can add to a dashboard page include:

  • Dashboard objects — Items that are used only in a dashboard. Examples of dashboard objects are sections to hold content, action links, and embedded content that is displayed in a frame in a dashboard.

  • Catalog objects — Objects that you or someone else has saved to the Oracle BI Presentation Catalog (for example, analyses, prompts, and so on) and for which you have the appropriate permissions.

    In a dashboard, the results of an analysis can be shown in various views, such as a table, graph, and gauge. (The results of an analysis are the output that is returned from the Oracle BI Server that matches the analysis criteria.) Users can examine and analyze results, save or print them, or export them to a spreadsheet.

What Controls the Look-and-Feel of a Dashboard?

You can customize what dashboards look like in a variety of ways.

The look-and-feel of a dashboard is highly customizable and controlled by several attributes.

  • Skins — Skins define the visible graphic features and control the way that the Oracle BI EE user interface is displayed, such as background colors, corporate logos, and style sheets. Skins can be automatically assigned to users when they log on. Administrators can customize the default skin and create new skins.

  • Styles — Styles control the appearance of a dashboard and its various views. In other words styles control how the results are formatted for display, such as the color of text and links, the font and size of text, the borders in tables, and the colors and attributes of graphs.

    Styles and skins are organized into folders that contain Cascading Style Sheets (files with a .css extension). Cascading style sheets provide control over any object within Oracle Business Intelligence. Administrators can customize style sheets and create new style sheets. You can override some elements in style sheets, such as table borders and text size, when you format results in the Results tab.

    You can specify a style for a particular dashboard on the Dashboard Properties dialog in the General Properties area using the Styles list.

  • Cosmetic formatting — Cosmetic formatting affects the visual appearance of data in columns and hierarchy levels, views, and columns and sections on dashboard pages. See What is Cosmetic Formatting? and Applying Formatting to Dashboard Pages.

About the ALTA Style

Oracle BI EE includes several styles, including ALTA.

This style provides a clean, consistent appearance across Oracle Business Intelligence products and presents crisp visual trends, such as light colors and small gradients and border sizes. See Customizing the Oracle BI Web User Interface in Security Guide for Oracle Business Intelligence Enterprise Edition.

Note:

Oracle recommends using ALTA as a starting point, if you plan to create a new custom style.

Creating Dashboards

You use the Dashboard builder to create (and edit) dashboards.

  1. In the global header, click New, then select Dashboard.
  2. In the New Dashboard dialog, enter a name and description for the dashboard.
  3. Select the location for the dashboard.
    • If you save the dashboard in the Dashboards subfolder directly under /Shared Folders/first level subfolder, then the dashboard is listed in the Dashboard menu in the global header. If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern), then it is not listed.
    • If you choose a folder in the Dashboards subfolder directly under /Shared Folders/first level subfolder in which no dashboards have been saved, then a new Dashboards folder is automatically created in that folder in which to save the new dashboard. For example, if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is automatically created and the Location entry changes to /Shared Folders/Sales/Dashboards. (A new Dashboards folder is not automatically created if you choose a folder at any other level.)
  4. Specify whether you want to add content to the new dashboard now or later.
  5. Click OK.
  6. If you specified to add content:
    • Now, then the new dashboard, which contains one blank page, is displayed in the Dashboard builder for editing.
    • Later, then an empty dashboard is created (but not displayed) to which you can add content later.

Editing Dashboards

You can edit dashboards to which you have appropriate permissions and privileges.

You can add or delete dashboard pages, add content such as columns and sections, and edit properties and settings such as print options. For example, you can add content to a Sales Performance dashboard to track your team's progress by adding a Brand Revenue analysis from the catalog.

  1. In the global header, click Catalog.
  2. In the Catalog page, navigate to the dashboard to edit and click the Edit link.
  3. In the Dashboard builder, perform one or more of the following tasks, as needed:
    • Add a dashboard page.
    • Delete a dashboard page.
    • Add content.
    • Use the options available on the Tools button of the Dashboard builder to:
      • Set dashboard and dashboard page properties.

      • Specify settings for printing and exporting a dashboard page.

      • Set the report links for a dashboard page.

      • Specify whether to allow users to create personal saved customizations on the page.

      • Publish the page to a shared dashboard location so that you can share the page with others.

      • Set advanced page properties so that you can set the navigation parameters for the dashboard page or the dashboard.

  4. Perform one of the following steps at any time:
    • To preview the dashboard page, click the Preview button.
    • To save your changes, click the Save button.
    • To exit the Dashboard builder and return to the Dashboard, click Run.

Adding New Pages to Dashboards

You can add new pages to dashboards.

For example, you can first add a new dashboard page that contains regional sales data in a table and in a bar graph. Then, you can add another that contains links to various competitors' web sites.

  1. Edit the dashboard.
  2. Click the Add Dashboard Page button in the Dashboard builder, then select Add Dashboard Page.
  3. In the Add Dashboard Page dialog, enter a name and description for the page, and click OK to see the new page as a tab in the Dashboard builder.
  4. Click the Save button.

After you add a new page, you can add content to it.

Adding Subpages to Dashboards

You can add new subpages to dashboards.

Adding subpages allows a second level of information to be presented to users. For example, you can first add a new dashboard page that contains regional sales data in a table and in a bar graph. Then, you can add a subpage that contains links to various competitors' web sites.

  1. Edit the dashboard.
  2. Select the dashboard page you want to create a subpage for.
  3. Click the Add Dashboard Page button in the Dashboard builder, then select Add Subpage.
  4. In the Add Subpage dialog, enter a name and description for the page, and click OK.
    The page is displayed as a subpage of the dashboard in the Dashboard builder.
  5. Click the Save button.

After you add a new subpage, you can add content to it.

Adding Content to Dashboards

Adding content to a dashboard provides a way for users to see a variety of data organized in a single place.

You can add the following content to dashboards:

  • Dashboard objects, including objects that let you lay out the content, such as columns and sections, as well as objects such as text, folders, action links, and so on.

  • Objects that you or someone else has saved to the presentation catalog and for which you have the appropriate permissions, such as analyses, prompts, and so on.

For example, you can add content to the newly created Sales Performance dashboard to track your team's progress. To do so, you can add a Brand Revenue analysis from the catalog.

Note:

Dashboard modification is reserved for users with the appropriate permissions and privileges.

Adding a performance tile to a dashboard performs in the same manner as adding any other view, including prompt behavior. Drag and drop the analysis containing the performance tile view from the catalog into a column, save the dashboard, and run it to view the tile. To ensure that a group of performance tiles are tightly spaced, place each performance tile in a dashboard section or column and then assign a fixed size to the section or column to prevent the tiles from spreading out.

  1. Edit the dashboard.
  2. Add the objects to include on the page. Select an object from the Dashboard Objects pane or the Catalog pane, and then drag and drop the object to the Page Layout area.

    Tip:

    To locate an object in the Catalog pane, you can browse either by the catalog folder in which the object is stored or by the dashboard on which the object is displayed.

    For information on adding Oracle BI Publisher reports, see Adding Oracle BI Publisher Reports to Dashboard Pages.

    When you drag and drop a scorecard object to the Page Layout area, the Dimension Pinnings dialog might be displayed, where you pin (or set) values for KPI dimensions that are associated with the scorecard object.

  3. Set the properties of each object, as appropriate. To do so, hover the mouse pointer over the object in the Page Layout area to display the object's toolbar and click the Properties button.

    What is displayed depends on the type of object. For some objects, a properties dialog is displayed. For other objects, a menu of options is displayed.

  4. Click the Save button.

Dragging and Dropping Objects to the Page Layout Area in the Dashboard Builder

You can build your page layout in a dashboard by dragging and dropping.

When you drag and drop objects to the Page Layout area of the Dashboard builder, keep in mind the following:

  • As you drag an object in the Page Layout area, a blue bar is displayed to indicated the drop location relative to another object. When you hover over a valid target in which to drop the object, the border of the target container changes to orange.

  • When you drop an object that does not have a name to the Page Layout area, it is assigned a default name, such as Section 1, Link 1, and so on. You can rename some objects to assign meaningful, descriptive names.

  • When you hover the mouse pointer over an object that has been dropped to the Page Layout area, it is highlighted with an orange border and its toolbar is displayed.

  • Columns are used to align content, while sections within columns hold the actual content. If you drag and drop an object to an empty Page Layout area, or drag and drop an object to a column without first adding a section to hold it, then the proper containers for it are created automatically. For example, if you drag and drop a section to an empty Page Layout area, a column is created automatically. If you drag and drop an analysis, then both the column and section are created automatically.

  • When you drag and drop an analysis to the Page Layout area, the compound view is shown by default. If you want to show another view, then click the Properties button for the analysis, select Show View, and select the view that you want.

  • When you drag a second object to a section, you can drop it either horizontally or vertically within the section, which sets the layout for the section. Additional objects that you drag and drop have that layout. To change the layout after it has been set, you can use the Horizontal Layout and Vertical Layout buttons on the section toolbar.

    Note:

    Keep the system font small to ensure text from different sections lays out properly.
  • If you drag a section from one column into another column, then any content in that section is also included.

Setting Advanced Page Properties

You can set advanced page properties to specify incoming navigation parameters you want to set on the current dashboard page.

Setting advanced page properties enables you to control how parameters associated with the navigation actions are applied. For example, if a navigation link includes a prompt value, then you can choose the context of the incoming navigation link to be applied to all pages associated with a dashboard or limit the scope of the context of incoming navigation link to the landing page.

  1. Edit the dashboard.
  2. Navigate to the page for which you want to set scope of the incoming navigation parameters.
  3. Click Tools and then select Advanced Page Properties.
  4. In the Advanced Page Properties dialog, determine the navigation type you use to access the dashboard or dashboard page:
    • Prompted URL
    • Go URL
    • Navigate to BI Content
  5. Perform one of the following actions:
    • To set the incoming navigation parameters and context so that when you access this dashboard page the scope of the passed parameters and context is restricted to the landing page, select Page.
    • To set the incoming navigation parameters for the dashboard, select Dashboard.
  6. Repeat for all navigation types associated with the dashboard.
  7. Click OK.

Adding Oracle BI Publisher Reports to Dashboard Pages

Oracle BI Publisher reports add configured analyses to dashboard pages.

This section describes how to add Oracle BI Publisher reports to dashboard pages. It contains the following topics:

How Do Oracle BI Publisher Reports and Dashboard Pages Interact?

Learn how Oracle BI Publisher reports and dashboard pages can be made to interact with each other.

This section contains the following topics:

About Oracle BI Publisher and Dashboard Pages

View these topics to learn more about Oracle BI Publisher and Dashboard Pages.

This section contains the following topics:

For general information on BI Publisher, see Integration of Oracle BI EE with Oracle BI Publisher.

Interacting with Reports on Dashboard Pages

You can run, view, and interact with a BI Publisher report on a dashboard page.

When included on a dashboard page, the BI Publisher report can include a toolbar that can offer options for selecting a layout template, changing the BI Publisher report's output format, exporting the BI Publisher report, sending the BI Publisher report to an available destination (for example, printer, fax, email, or FTP), scheduling the BI Publisher report, and analyzing the data.

About Briefing Books and Printing BI Publisher Reports

You can print briefing book or dashboard page that contains a BI Publisher report in limited formats.

If you plan to print a dashboard page that contains a BI Publisher report or to include the page in a briefing book, then you must keep the following points in mind:

  • If you print the briefing book as PDF and if the output format of the BI Publisher report is PDF, then the BI Publisher report is printed after the other objects on the page. If you print a dashboard page that contains a BI Publisher report as PDF, but the dashboard page is not part of a briefing book, then the BI Publisher report is not printed.

  • If you print the dashboard page or briefing book as MHTML, then the BI Publisher report is not printed.

About Adding Reports to Dashboard Pages

Adding reports to dashboard pages allows the reports to be shared with other users.

You can add one or more existing reports to a dashboard page. The advantage is that you can share reports with other users and schedule the dashboard pages using agents. An agent sends the entire dashboard to the user, including all data pages that the report references.

When configuring an agent for a dashboard page that contains a BI Publisher report, ensure that the following criteria are met:

  • The output format of the BI Publisher report must be PDF.

  • The agent must be set to deliver PDF.

You can add reports to a dashboard page as embedded content and as a link. Embedded means that the report is displayed directly on the dashboard page. The link opens the report in BI Publisher within Oracle BI EE.

If you modify the report in BI Publisher and save your changes, then refresh the dashboard page to see the modifications.

Adding Reports to Dashboard Pages

Adding a report to a dashboard page makes the report easily accessible to users.

Reports consolidate information in a single place, and can help users navigate to information they may need.

  1. Edit the dashboard.
  2. Navigate to the page to which you want to add a report.
  3. Select a report in one of the following ways:
    • Select the report from the Catalog pane and drag and drop it into a section on the dashboard page.
    • To add a report from a dashboard page, select the report from the folder that contains its dashboard in the Catalog pane.
  4. Set the properties of the object. To do so, hover the mouse pointer over the object in the Page Layout area to display the object's toolbar, and click the Properties button.
  5. Complete the fields in the BI Publisher Report Properties dialog.
  6. Click OK and then click Save.
  7. If required, add a prompt to the dashboard page to filter the results of an embedded parameterized report.
  8. You can also schedule the dashboard with an agent.

Using Prompts with Parameterized Reports

You can use prompts to filter the results of embedded parameterized BI Publisher reports to show only results that match the prompt criteria.

When you can configure an embedded parameterized BI Publisher report to display online, the parameters display the appropriate values from either an analysis or a direct connection to a subject area. However, when you schedule that same report, the parameters from the analysis can't be passed, and the report displays default values from parameters for the analysis. For a direct connection with a scheduled report, the parameters are passed and the values are displayed correctly in the report.

The BI Publisher report can be either of the following:

  • A BI Publisher report that receives its data from an Oracle BI EE analysis. For this report, you must have the report columns to filter on set to Is Prompted in the analysis. This type of report supports the full range of prompt expressions.

  • A BI Publisher report that was created using a direct connection to a subject area. See Creating Reports Using a Direct Connection to a Subject Area in Report Designer's Guide for Oracle Business Intelligence Publisher.

  1. In BI Publisher, open the report and locate the parameters that it uses. Set a default value for each required parameter so that the report displays correctly without user interaction.
  2. Create a new column prompt for each parameter by following these steps:
    1. In the global header, click New, then Dashboard Prompt.
    2. Select either the subject area that includes the columns from the report or a subject area whose columns closely match those in the report.
    3. In the Definition pane, click the New button, select Column Prompt, then select a column to use for the prompt. If the BI Publisher report was created using a direct connection to a subject area, make sure that you select the same column that you selected in the BI Publisher report.
    For more information on creating prompts, see Prompting in Dashboards and Analyses.
  3. Complete the New Prompt: Column dialog and click OK. Verify the following settings:
    • Set the Operator field to is equal to/is in.
    • Define a presentation variable with the exact same name as the parameter from the report. When using variable names in prompts, ensure that you spell them correctly and adhere to case-sensitivity. Make the data type of the parameter match the data type of the column, if they are not based on the same database column.
    • If the BI Publisher report was created using a direct connection to a subject area, specify the value of the variable using the following format:
      "Subject Area Name"."Folder Name"."Column Name"
      

      For example:

      "Sample Sales Lite"."Time"."Per Name Year"
      

      If the column is in a nested folder, list all folders. For example:

      "Sample Sales Lite"."Time"."More Time Objects"."Day of Week"
      
  4. Click the Save Prompt button to save the prompt to the catalog in a shared folder.
  5. Navigate to the dashboard that contains the parameterized report and click Edit Dashboard .
  6. In the Catalog pane of the Dashboard builder, navigate to the folder that contains the prompt to add.
  7. Drag and drop the prompt into the section on the dashboard page that contains the report.
  8. Click Save .

Changing the Properties of a Dashboard and its Pages

You can change the properties of a dashboard and its pages.

Specifically, you can:

  • Change the style (or appearance) and description of the dashboard.

  • Add hidden named prompts to the dashboard and to its pages.

  • Specify which links (Analyze, Edit, Refresh, Print, Export, Add to Briefing Book, and Copy) are to be included with analyses at the dashboard level. You can set these links at the dashboard page level and the analysis level, which override the links that you set at the dashboard level. See the Report Links dialog.

  • Rename, hide, reorder, set permissions for, and delete pages.

  • Specify which accounts can save shared customizations and which accounts can assign default customizations for pages, and set account permissions.

  • Specify whether the Add to Briefing Book option is to be included in the Page Options menu for pages.

  • Specify whether the execution of a dashboard page is to be delayed.

To change the properties of a dashboard and its pages:

  1. Edit the dashboard.

  2. Click the Tools button and select Dashboard Properties.

    The Dashboard Properties dialog is displayed.

  3. Make the property changes that you want and click OK.

  4. Click the Save button.

Changing the Properties of Objects Added to Dashboard Pages

You can change the properties of objects that have been added to a dashboard page from the Dashboard Objects pane and from the Catalog pane.

You change the properties by editing the dashboard.

  1. Edit the dashboard.
  2. Navigate to the page that contains the object.
  3. Hover the mouse pointer over the object in the Page Layout area to display the object's toolbar and click the Properties button.

    What is displayed depends on the type of object. For some objects, a properties dialog is displayed. For other objects, a menu of options is displayed.

  4. Make the property changes that you want.
  5. Click the Save button.

Delaying the Execution of Dashboard Pages

You may want to delay the execution of dashboard pages for a variety of reasons, such as presenting data only when it is current or with user interaction.

You can delay the execution of dashboard pages, if allowed at your organization. This is helpful, for example, if you want to:

  • Enhance performance by generating queries only when actual data is needed

  • Allow end users to specify prompt values (rather than use default prompt values) before analyses content is displayed on a dashboard page

When the execution of a dashboard page is delayed, the actual content of analyses is not loaded. Instead:

  • A message is displayed at the top of the page, which indicates that the page is not fully loaded. It also instructs the end user to select prompt values and click Continue . Clicking Continue reloads the content on the page using the prompt values the end user specifies. If the end user does not specify any prompt values, then default prompt values are used.

  • Static information about the objects that were not loaded is displayed, including the object name, an icon representing the object view, the view name, and the object description (if available).

  • On the Page Options menu (displayed from the Page Options button on the Dashboard page toolbar), all options except the Edit Dashboard option, are disabled.

  • The Apply button on dashboard prompts is not displayed. Instead any prompt values will be applied automatically when the end user clicks the Continue button.

While the content of analyses is not loaded on the dashboard page, other objects (such as dashboard prompts, embedded content, text, and so on), are loaded.

Oracle BI EE remembers whether the execution of a page was delayed. When a user visits the same page again in the same context, it will load the entire page (rather than delay the execution), if the page had previously been loaded.

The administrator can control the display of the Prompt before Opening box. See Manually Changing Presentation Setting Defaults in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

To delay the execution of a dashboard page:

  1. Edit the dashboard.
  2. Click Tools and select Dashboard Properties.
  3. In the Dashboard Properties dialog, locate the page in the Dashboard Pages area and select Prompt before Opening .
  4. Click OK.
  5. Click Save .

About Creating Custom Layouts for Printing and Exporting Dashboard Pages

The layout of a dashboard page can be specified for printing or exporting.

You can create custom layouts for printing and exporting dashboard pages, if allowed at your organization:

When you create a custom layout:

  • The dashboard page is exported to BI Publisher and the following items are generated automatically:

    • A BI Publisher Report with a layout based on the exported dashboard layout

    • A data model to retrieve data for the dashboard page components

  • BI Publisher Report Editor opens in a new browser window with the autogenerated layout displayed as a thumbnail. The report editor allows you to edit or delete the layout, or add a new layout.

Once you have saved the custom layouts in BI Publisher, they are available for that dashboard page and appear in the Custom Print & Export Layouts area of the Print & Export Options dialog.

You then make the custom layouts that you have created available to end users (on the Print menu or Export to Excel menu of a dashboard page) by selecting them in the Custom Print & Export Layouts area of the Print & Export Options dialog.

You then make the custom layouts that you have created available to end users using the following options in the Custom Print & Export Layouts area of the Print & Export Options dialog:

  • PDF — Selecting this option makes the custom layout available in the Print menu of a dashboard page.

  • Excel — Selecting this option makes the custom layout available in the Export to Excel menu of a dashboard page.

    The analysis and dashboard font size is in pixels while the Excel font size is in points. Therefore, when you export to Excel from an analysis or dashboard, the font size decreases to 75% of the analysis or dashboard font size.

    The default table heading format in Excel is Wrap Text. To change the Wrap settings for the table heading:
    1. In the Title, click Edit View.

    2. To the right of the Title field, click Title.

    3. In the Format Title page, deselect Wrap Text, and click OK.

If you delete the data model or the layout manually from the Oracle BI Presentation Catalog, then the associated BI Publisher report will no longer work and the custom layouts will no longer be available. If you delete an analysis, then the data model and layout will be available but will fail when run.

As you create custom layouts, be aware that some customizations and some views may not be supported in BI Publisher. Among some of the items that are not supported are hierarchical columns, performance tiles, map views, trellis views, and dashboard prompts. If an item is not supported, it will be removed from the layout and a message will be displayed as to the reason it is unsupported.

Items Not Supported When Using Custom Print Layouts

Custom print layouts support a limited set of items.

The following items are not supported in BI Publisher when using a custom print layout to print a dashboard page:

  • Column Selector views

  • Create Segment views

  • Create Target List views

  • Funnel graph views

  • Legend views

  • Logical SQL views

  • Map views

  • Narrative views

  • Performance Tile views

  • Ticker views

  • Trellis views, including microcharts

  • View Selector views

  • These types of gauge views:

    • Bulb

    • Vertical Bar

    • Horizontal Bar

  • These types of graph views:

    • Pie graphs with multiple measures; instead a separate pie is displayed for each measure

    • Time Series Line graphs

    • Scatter graphs

    • Waterfall graphs

  • These graph settings in the Graph Properties dialog:

    • In the General tab: Zoom and Scroll.

    • In the Style tab: conditional formatting settings.

    • In the Scale tab: all settings.

    • In the Titles and Labels tab, the following formatting settings:

      • Truncate in the Display Options tab of the Font Format Item dialog for the graph title and axis titles.

      • Treat Numbers As, Negative Format, and Use 1000's Separator in the Number Format tab of the Format Item dialog for vertical axis labels and data markers and Decimal Places in the Number Format tab of the Format Item dialog for vertical axis labels.

      • Label Orientation in the Display Options tab of the Format Item dialog for vertical axis labels and horizontal axis labels and Abbreviate in the Display Options tab of the Format Item dialog for vertical axis labels.

  • Hierarchical columns.

  • Dashboard column formatting.

  • Dashboard prompts.

  • Pivot table or table prompts.

  • Prompt edge on a view.

  • Dashboard columns that have been frozen.

    You use the Freeze Column option in the Column Properties menu to freeze a column at an edge (top or left) of a dashboard layout.

  • A fixed size specified for a dashboard column or section.

    You specify a fixed size by setting the Size option in the Additional Formatting Options area of the Section Properties dialog and the Column Properties dialog.

  • Fixed headers of rows and columns in a table or pivot table.

    You specify fixed headers by selecting Fixed headers with scrolling content as the method to use to browse data. See the Style tab of the Table Properties dialog, the Pivot Table Properties dialog, and General tab of the Trellis Properties dialog.

  • The grouping functionality for bubble graphs (achieved by the Bubbles drop target), scatter graphs (achieved by the Points drop target), and pie graphs (achieved by the Pies drop target).

You also need to be aware of the following expected object behavior in BI Publisher: pivot tables are expanded.

Creating Custom Layouts for Printing and Exporting Dashboard Pages

You can create custom layouts for printing and exporting dashboard pages.

You can create one or more custom layouts for dashboard pages when they are printed or exported. See About Creating Custom Layouts for Printing and Exporting Dashboard Pages.

The administrator can control the display of the Custom Print & Export Layouts component. See Enabling the Ability to Export Dashboard Pages to Oracle BI Publisher in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

  1. Edit the dashboard.
  2. Navigate to the dashboard page.
  3. Click the Tools button and select Print & Export Options.
  4. In the Print & Export Options dialog, click the Custom Print & Export Layouts button and select Create Layouts. BI Publisher Report Editor opens in a new browser window with the autogenerated layout displayed as a thumbnail.
  5. In BI Publisher:
    1. Edit the layout as desired and save it.
    2. Create additional layouts, as desired.
    3. Exit BI Publisher.
  6. If you want to make custom layouts available to end users for the dashboard page, display the Print & Export Options dialog by clicking the Tools button and select Print & Export Options.
  7. For each custom layout in the Custom Print & Export Layouts area that you want to make available, select:
    • PDF to make the layout available in the Print menu of a dashboard page.
    • Excel to make the custom layout available in the Export to Excel menu of a dashboard page.
  8. Click OK.
  9. Save the dashboard.

Editing, Replacing, or Removing Custom Layouts

You can edit, replace, or remove custom layouts that you have created.

For example, you might want to remove a custom print layout if the dashboard page to which the layout is associated has changed.

  1. Edit the dashboard.
  2. Navigate to the dashboard page.
  3. Click the Tools button and select Print & Export Options. The Print & Export Options dialog is displayed.
  4. Click the Custom Print & Export Layouts button and select one of the following options:
    • Create and Edit Layouts — A warning is displayed to report that existing layouts may not work properly if the dashboard page has been modified. Respond to the warning as follows:
      • Select Keep existing layouts to keep the existing layouts. BI Publisher Report Editor opens, where you can edit the layouts.
      • Select Remove existing layouts and create new layouts to remove the existing layouts and create new ones. BI Publisher Report Editor opens, where you can create new layouts.
    • Replace Layouts — A warning is displayed to report that the existing layouts will be replaced. Confirm that you want to replace the existing layouts. If you click OK, then the existing data model and BI Publisher report are deleted and new ones autogenerated, and BI Publisher Report Editor opens, where you can create new layouts.
    • Remove Layouts — A warning is displayed. Confirm that you want to remove all existing layouts. If you click OK, then all layouts (as well as the associated BI Publisher report and data model) are removed.
  5. When you have finished editing, replacing, or removing custom layouts, click OK in the Print & Export Options dialog to close it.
  6. Save the dashboard.

Deleting Objects on Dashboard Pages

If you add an object that you later decide that you do not want, then you can delete it.

For example, you can delete last year's Brand Revenue analysis from the Sales Performance dashboard, to replace it with the current year's analysis.

Keep the following points in mind when deleting objects:

  • When you delete an object that contains other objects, such as a column or section, you also delete all objects in that container.

  • When you delete a column, other columns on the page might resize automatically to maintain column alignment.

  • For objects that are saved in the catalog, the object is deleted from the dashboard page only. It is not deleted from the catalog. Users with the appropriate permissions can edit the contents of the catalog. See Managing Objects in the Oracle BI Presentation Catalog.

  1. Edit the dashboard.
  2. Navigate to the page that contains the object to delete.
  3. Hover the mouse pointer over the object in the Page Layout area to display the object's toolbar and click the Delete button.

Deleting Subpages from Dashboards

You can delete subpages from dashboards.

Deleting a subpage from a dashboard removes the subpage and all of its content.

  1. Edit the dashboard.
  2. Select the dashboard page you want to delete a subpage from.
  3. Click the Tools button in the Dashboard builder, then select Dashboard Properties.
  4. In the Dashboard Pages area of the Dashboard Properties dialog, select the subpage you want to delete and click the Delete button in the Dashboard Pages area toolbar.
  5. In the Confirm Deletion dialog, click Yes.
  6. Click OK in the Dashboard Properties dialog to delete the subpage from the Dashboard page.

Deleting Dashboard Pages

If you want to start over building a dashboard page or simply remove a dashboard page, you can delete it.

You can delete:

  • The current dashboard page

  • One or more dashboard pages from the Dashboard Properties dialog

Deleting the Current Dashboard Page

You can delete the currently visible dashboard page.

As you are working on a dashboard page, you can delete it.

  1. Edit the dashboard.
  2. Navigate to the page to delete.
  3. Click the Delete Current Page button.
  4. Confirm the deletion.

Deleting One or More Dashboard Pages

You can delete one or more than one dashboard pages at a time.

Deleting dashboard pages allows you to keep only the most relevant dashboards for users.
  1. Edit the dashboard.
  2. Click the Tools button and select Dashboard Properties.
  3. In the Dashboard Properties dialog, for each page to delete:
    1. In the Dashboard Pages area, select the page.
    2. Click Delete in the Dashboard Pages toolbar.
    3. Confirm the deletion.
  4. Click OK.

Saving Dashboards by Other Names and in Other Locations

Dashboards can be saved with alternate names and in multiple locations.

You can save a dashboard:

  • By another name

    The new name for the dashboard must not exist in the destination folder, otherwise, the save operation fails.

  • Anywhere in the Oracle BI Presentation Catalog

    If you save the dashboard in the Dashboards subfolder directly under /Shared Folders/first level subfolder, then the dashboard is listed in the Dashboard menu in the global header. If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern), then it is not listed. The dashboard is also not listed if you save it in a subfolder under the Dashboards subfolder, such as /Shared Folders/Sales/Dashboards/Eastern.

    If you choose a folder in the Dashboards subfolder directly under /Shared Folders/first level subfolder in which no dashboards have been saved, then a new Dashboards folder is automatically created in that folder in which to save the new dashboard. For example, if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is automatically created and the Location entry changes to /Shared Folders/Sales/Dashboards. (A new Dashboards folder is not automatically created if you choose a folder at any other level.)

  1. Edit the dashboard.
  2. Click the Save Dashboard As button to display a dialog, where you specify the save criteria.

Opening and Using Dashboards

Dashboards provide a means for users to access data analyses in a variety of formats.

You can add a almost any object to dashboards.

  1. In the global header, click Catalog to display the Catalog page.
  2. Navigate to the dashboard to open and click the Open link.
    The dashboard is opened to the first Dashboard page. If no content has been added, then an empty dashboard page notification message is displayed.
  3. (optional) Perform any of the following tasks:

You can use keyboard shortcuts in a dashboard. See Keyboard Shortcuts for Oracle BI EE and Oracle BI Publisher.

What Are Saved Customizations for Dashboard Pages?

Saved customizations allow users to save and view later dashboard pages in their current state with their most frequently used or favorite choices for items such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse.

By saving customizations, users need not make these choices manually each time that they access the dashboard page.

Users with the appropriate permissions and dashboard access rights can perform the following activities:

  • Save various combinations of choices as saved customizations, for their personal use or use by others.

  • Specify a saved customization as the default customization for a dashboard page, for their personal use or use by others.

  • Switch between their saved customizations.

See Applying Saved Customizations, Clearing Your Current Customization, Saving Customizations, and Editing Saved Customizations.

Example Scenarios for Creating and Using Saved Customizations

There are several situations when you may want to create saved customizations.

This section describes two example scenarios that describe the creation and use of saved customizations.

Scenario 1: Saved Customizations Created by a Group for Use by Others

You may want to save a group’s customizations so that they can be used by other groups or users.

An IT group in a consumer goods company builds a master dashboard that contains the content that various product groups need to view. The dashboard contains filters and prompts from which members of the product groups would ordinarily make customizations to view relevant results.

The master dashboard contains two analyses, one that shows sales for the east, west, north, and south regions, and another that shows all products shipped in those regions. The analysis for sales by region contains a prompt that allows users to select their particular region. The analysis for all products shipped contains a filter that allows users to select their products.

An IT consultant customizes the view for the Fizzy Brands product group for each region. The consultant first selects the east region and the Fizzy Brand products from the filters and prompts on the dashboard, and then saves these choices as a customization that can be shared by other users. The consultant then assigns this customization as the default view customization to members of the east region group that sells Fizzy Brand products. The consultant repeats this process for the west, north, and south regions.

When a Fizzy Brands sales representative for the western region signs in to Oracle Business Intelligence and views the dashboard, the representative initially views sales and shipment information based on the region and product choices assigned as the default view customization for that group. All sales representatives in that group who would typically make identical choices for region and product no longer have to do so.

Scenario 2: Saved Customizations Created for Use by an Individual User

Customizations can be used by a specific user who has unique needs.

A business user's dashboard contains two reports, one that shows sales for all regions, and another that shows all products shipped. Each report contains a prompt, allowing the user to select a particular region and product. The user selects the eastern region and the Fizzy Brands product. The dashboard refreshes to show the user this view of the data. The user saves this view as a customization, indicates that the customization is for personal use, and that it is the default customization the user wants to see when viewing the dashboard. Then, this user creates additional combinations of the product and region sets in which the user is most interested, and saves them for later retrieval. The user can also access customizations that were saved by the IT group as shared customizations. To view sales in the western region for Fizzy Brands, the user clicks the Page Options button, selects Apply Saved Customizations, and selects the view named Dollar Sales, Western Region, Fizzy Brands. The dashboard refreshes with the new view of the data.

Saving Customizations

You can save customization for use by you or by others.

You can also specify whether the customization is to be the default customization for a dashboard page, for you or for others. See What Are Saved Customizations for Dashboard Pages?

  1. Open the dashboard in which you want to save a customization.
  2. Navigate to the page on which you want to save a customization.
  3. Make your customizations.
  4. Click the Page Options button on the dashboard page and select Save Current Customization.
  5. In the Save Current Customization dialog, enter a descriptive name for the customization.
  6. Specify for whom the customization is to be saved:
    • To save the customization for your personal use, select Me.
    • To save the customization for use by others, select Others and then click Set Permissions to display the Saved Customization Permissions and Defaults dialog, where you specify the accounts that have permission to use the customization and whether the customization is to be the default customization for the accounts.
  7. Optionally, to assign this customization as your default customization, select Make this my default for this page.
  8. Click OK.

Applying Saved Customizations

You can apply customizations that you have saved for your own personal use or that have been saved by someone else for your use.

You can also apply customizations that have been saved by someone else for your use. For example, you can apply a shared Sales Team customization that was created for customized viewing of a Brand Revenue analysis by members of the sales team. See What Are Saved Customizations for Dashboard Pages?

  1. Open the dashboard in which you want to apply a saved customization.
  2. Navigate to the page that contains the customization to apply.
  3. Click the Page Options button and select Apply Saved Customization.

    Your personal saved customizations, if any, are shown at the beginning of the list. Shared saved customizations are listed next. Your current default customization is shown in bold type.

  4. Click a saved customization in the list to apply it to the dashboard page.

Editing Saved Customizations

You can rename customizations, change which customization to use as your default, change permissions for those customizations that have been shared with others, and delete customizations.

  1. Open the dashboard in which you want to edit a customization.
  2. Navigate to the page that contains the customization to edit.
  3. Click the Page Options button on the dashboard page and select Edit Saved Customizations.
  4. In the Edit Saved Customizations dialog, rename customizations, change which customization to use as your default, change permissions for those customizations that have been shared with others, and delete customizations, as appropriate.
  5. Click OK.

Clearing Your Current Customization

You can clear your current customization if you decide the choices for items such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse are not what you want.

For example, you can clear a customization that collapses the display of the Brand Revenue analysis.

See What Are Saved Customizations for Dashboard Pages?

  • Click the Page Options button on the dashboard page and select Clear My Customization.

About Dashboard Template Pages for New Users

The first dashboard page new users see is a dashboard template page.

Dashboard template pages are dashboard pages that are used to populate the personal dashboards (My Dashboard) of new users on their initial login. This allows users to see one or more dashboard pages with content rather than an empty dashboard when they first log in. It also gives users a starting point to build their own dashboard pages.

How Dashboard Template Pages Work

You create dashboard template pages for your users in dashboards that have a designated name (by default the designated name is default) and that you save in subfolders of /Shared Folders.

When a new user logs in for the first time, Oracle BI EE searches for dashboard template pages in all dashboards that have the designated name, copies all dashboard template pages to which the user has permission to the user's My Dashboard folder, and displays them in the user's My Dashboard.

If a user has permissions to dashboard template pages in multiple dashboards, then Oracle BI EE copies all template pages from those dashboards to the user's My Dashboard folder and displays them alphabetically by name in the user's My Dashboard. If two pages have the same name, then the name of one of the pages is prefixed with the name of the folder in which the dashboard was saved.

Where Oracle BI EE Searches for Dashboard Template Pages

By default, Oracle BI EE searches for dashboard template pages in all dashboards that are named default and that have been saved in subfolders of /Shared Folders. It searches only subfolders under /Shared Folders (for example, /Shared Folders/Finance) and not the entire hierarchy (for example, not /Shared Folders/Finance/Div1.)

If your organization has designated a name other than default for the name of dashboards that contain dashboard template pages, then Oracle BI EE searches for dashboard template pages in dashboards with that name (for example, Templates) rather than default in subfolders of /Shared Folders.

To designate a name other than default for the name of dashboards that contain dashboard template pages, your administrator must set the DefaultName element in the instanceconfig.xml file. See Manually Changing Presentation Settings in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

How Users Can Work with Dashboard Template Pages

Dashboard template pages provide a pre-built starting point to create custom dashboard pages.

Users can use dashboard template pages:

  • As a starting point to build their own dashboard pages.

    Users can change any of the content on these dashboard template pages. Any changes that they make to the content are made to their local copies of the dashboard template pages in their My Dashboard folders, and not to the original dashboard template pages.

  • As examples of additional pages that they might want to build.

If users delete a dashboard template page from their My Dashboard, then they cannot repopulate My Dashboard with the page. However, if users delete their entire My Dashboard, when they log in again or navigate to My Dashboard again, their My Dashboard is recreated with all the latest dashboard template pages.

Creating Dashboard Template Pages for New Users

You can create dashboard template pages for users so that they see one or more dashboard pages with content rather than an empty dashboard when they first log in.

For more information on dashboard template pages, see About Dashboard Template Pages for New Users.

Users have access only to content to which they have appropriate permissions. If you later change the dashboard content or the permissions to the dashboard, then the changes take effect only for new users on first login, not for users whose My Dashboard has been populated with the dashboard template pages.

  1. Create one or more dashboards to contain the dashboard template pages. For each dashboard, specify the following:
    • In the Name field, enter default unless your organization has designated another name for the name of dashboards that contain dashboard template pages, in which case, enter the name your organization has designated.
    • In the Location box, select a Dashboard folder in a subfolder of /Shared Folders, for example /Shared Folders/Finance/Dashboards.
  2. Create one or more dashboard pages and add content to the pages.
  3. Assign permissions on the dashboard to allow read access for all users whose My Dashboard you want to populate with the dashboard pages.

Publishing Dashboard Pages

You can publish a dashboard page to a shared dashboard location so that you can share the page with others.

When you publish a dashboard page:

  • Personal content (such as analyses, prompts, and so on) is copied to a destination location that you specify and references updated as appropriate.

  • References to shared content are retained.

  • If you have made changes to the page but have not saved them, then the unsaved changes are published along with the saved changes.

  • Ensure that other users who might display the published dashboard page have the appropriate privileges for the objects on the page. For example, if the page contains a BI Publisher report, then users must have the appropriate privilege to see that report.

  1. Edit the dashboard.
  2. Navigate to the page to publish.
  3. Click Tools and then select Publish Page to Dashboard.
  4. In the Publish Page to Dashboard dialog, specify the name of the destination dashboard in the Dashboard field.
  5. If the Publish Dashboard Page warning is displayed to indicate that content (such as the page, analyses, prompts, and so on) exists in the destination location, then click:
    • OK to continue with the publishing operation and replace the existing content.
    • Cancel to discontinue the publishing operation and not replace the existing content.
  6. Click OK.
    The dashboard page is copied to the destination location.

About Creating Links to Dashboard Pages

Links to dashboard pages allow others easy access to the data..

You can create links to dashboard pages, if allowed at your organization. This lets you, for example, save a link as a bookmark or copy and send a link to other users in email. See Creating Links to Dashboard Pages.

There are two types of links that you can create — bookmark links and prompted links. The following sections describes these links:

What Are Bookmark Links?

You can create a link to a dashboard page and its states.

A bookmark link is a URL that captures the path to a dashboard page and all aspects of the page state, for example:

http://localhost/10.1.3.2/saw.dll?Dashboard&_scid=7ndOC-SjmWo&PortalPath=%2Fusers%2Fadministrator%2F_portal&Page=p2&PageIdentifier=7fsg0r2sdssvgen4&BookmarkState=r78an1mbj0fj4lmqhdjfndvvai

After you create a bookmark link, you can:

  • Save the link as a bookmark so that you can return to the exact same page content at a later time.

  • Copy and send the link to other users who then can view the exact same content that you are viewing, providing they have the same permissions as you and have access to the page.

When you create a bookmark link, the state of a dashboard page is saved in the catalog as a hidden bookmark object for the amount of time that your organization specifies. The default is 30 days. See the administrator for the amount of time that your organization specifies. Because the state of a dashboard page is saved when you create a bookmark link, you can continue to modify the content of the page after you create the link.

What Are Prompted Links?

Prompted links lead to simplified dashboard presentations.

A prompted link captures the path to a dashboard page and a simplified presentation of the dashboard prompts, for example:

<Content Path>&Action=Navigate&col1="Products"."P1  Product"&val1="Bluetooth Adaptor"&psa1="A - Sample Sales"

When you create a prompted link, you can manually or programmatically manipulate the link, such as by adding different values for the prompts. With a prompted link, you cannot capture all aspects of the page state as you can with a bookmark link. This is because you cannot replicate the exact state of non-prompt parameters.

A URL that captures the path to a dashboard page and a simplified presentation of the dashboard prompts can also be manually constructed rather than created by a prompted link. See Description of Services and Methods in Oracle BI EE Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition.

See Basic Syntax of Prompted Links, Parameters for Prompted Links, and Guidelines for Manipulating Prompted Links.

Basic Syntax of Prompted Links

Prompted links must follow basic syntax rules.

The basic syntax of a prompted link is:

<Content Path>&Action=Navigate&col1&op1&val1&col2&op2&val2&var3&op3&val3…

where Content Path is any of these base URLs:

http://<obiee url path>/saw.dll?Dashboard&PortalPath=<dashboard path>
http://<obiee url path>/saw.dll?Dashboard&PortalPath=<dashboard path>&Page=<page name>
http://<obiee url path>/saw.dll?PortalGo&path=<analysis or prompt path>
http://<obiee url path>/saw.dll?Go&path=<analysis or prompt path>

Parameters for Prompted Links

You can change prompted links using parameters.

The parameters that you can use to modify prompted links are as follows:

  • &Action= — Specifies the action that the prompted link is to take. Valid values are:

    • Navigate — Navigates to the dashboard page.

    • Print — Format results for printing to PDF, without paging controls, hot links, and so on.

    • Download — Downloads the results to Microsoft Excel.

    You cannot use Print and Download, if the viewState argument exists. For more information, see Optional Parameters for the Oracle BI Presentation Services Go URL in Integrator's Guide for Oracle Business Intelligence Enterprise Edition.

  • &col#= — Identifies the column used in a column prompt.

    Example:

    &col1="EASTERN REGION"
    
  • &var#= — Identifies the variable used in a variable prompt or a variable that is set by a column prompt.

    The scope of all variables is dashboard page, by default, unless you explicitly reference the variable.

    Example using the default scope controlled by the optional parameter &var1=:

    &var1="myRegion"
    

    Example of explicitly setting to dashboard scope:

    &var1=dashboard.variables['myRegion']
    

    Example of explicitly setting to dashboard page scope:

    &var1=dashboard.currentPage.variables['myRegion']
    

    If you need to set both dashboard scope and dashboard page scope, include both variables in the URL.

    You cannot set a session variable with this parameter. You can, however, override a session variable by using setting a request variable. For example, you can override the NQ_SESSION.REGION_VAR by setting this request variable:

    &var1=requestVariables['REGION_VAR']
    
  • These value parameters:

    • &val#= — Specifies the value of a prompt.

      Example:

      &val1="EASTERN REGION"
      
    • &valgrp#= — Sets the value of a prompt to a custom group's catalog path.

      Example:

      &valgrp1="/shared/folder/myCustomGroup"
      
    • &valsv#= — Sets the value of a prompt to a server variable.

      Example:

      &valsv1="SALESREGION"
      

    The val# and valgrp# parameters can co-exist with each other but not with the valsv# parameter. In other words, the prompt can have any combination of val# and valgrp#, but cannot have both valsv# and val#.

  • &cov#= — Sets the variable of a column prompt that also sets a variable.

    Example:

    &var1=myRegion&cov1="Markets"."Region"&val1="EASTERN.REGION"+"WESTERN REGION"
    
  • &op#= — (optional) Specifies the operator, for example equal (eq).

    Use the same operators as those for the Go URL. For a list of these operators, see Navigation Parameters in Integrator's Guide for Oracle Business Intelligence Enterprise Edition.

    Example:

    &col1="Markets"."Region"&val1="EASTERN REGION"+"WESTERN REGION"&op1=in
    
  • &psa#= — (optional) Identifies a primary subject area for a prompt.

    Use this parameter if a prompt requires that the data types of values be correctly identified by subject area.

    Example:

    &var1=myRegion&cov1="Markets"."Region"&val1="EASTERN REGION"+"WESTERN REGION"&psa1=Paint
    

    If a prompted link includes multiple subject areas, specify the prompts that do not identify a subject area first (for example, &psa1="Products"."P1 Products") and those that do identify a subject area last (for example, &psa2="B-Sample Target"."Products"."P1 Products").

  • &formulause#= — Identifies whether a prompt value is a code value or a display value (in a repository that is configured for the double column feature).

    If you do not use this parameter, then it is assumed that the value is a display value.

    Example:

    &var1=myRegion&cov1="Markets"."Region"&val1="2"+"3"&formulause1=code
    
  • For prompts that use hierarchical columns:

    • &hierid#= — (required) Identifies the hierarchy ID.

    • &dimid#= — (required) Identifies the dimension ID.

    • &tblnm#= — (required) Identifies the table name.

    Example:

    &col1="Products"."Products Hierarchy"&hierid1=Products Hierarchy&dimid1=H1 Products&tblnm1="Products"&val1="*"+"all"&psa1="A - Sample Sales"
    

    If there are multiple values across multiple levels, you need to expand the syntax of values. See Expanding the Syntax of Values.

  • &P1= — Defines the scope of all prompted link parameters. Valid values are:

    • dashboard

    • dashboardPage (default if the scope is not provided)

    • report

    This parameter affects both filters and variables of the prompted link.

    Example:

    &P1=dashboard
    
Expanding the Syntax of Values

In a prompted link that includes hierarchical columns, if there are multiple values across multiple levels, you need to expand the syntax of values.

You can expand the syntax of the values by adding levelID and concatenating each array.

  1. Group values based on their levelID.
  2. Put all values belonging to the same level into one array and add the corresponding levelID to the front of each array as follows:
    "Detail Product"+"7"+"4"
    
  3. Concatenate each array and separate them with +*.
  4. Put the entire concatenated string into a &val#= parameter. For example:
    &col1="Products"."Products Hierarchy"&hierid1=Products Hierarchy&dimid1=H1 Products&tblnm1="Products"&val1="LOB"+"Digital"+*"Brand"+"HomeView"+*"Detail Product"+"7"+"4"&psa1="A - Sample Sales"
    

Guidelines for Manipulating Prompted Links

Prompted links can be changed in several ways.

The guidelines for manipulating prompted links are as follows:

  • Use any combination of &col#= and &var#= but number them consecutively starting from 1 to N. For example, you could use var1, col2, col3, or you could use col1, var2, or col3.

  • Use plus signs (+) to separate values.

  • Use these locale-independent formats for date, time, and timestamp:

    For the date format:

    YYYY-MM-DD
    

    For the time format:

    hh24:mm:ss
    

    For the timestamp format (the expected time zone is UTC):

    YYYY-MM-DD hh24:mm:ss
    
  • Make sure that you properly encode the URL. Not all browsers or platforms allow unescaped URLs. For example, encode a double quote (") as %22, a whitespace character as %20, and so on.

  • Be aware that the URL character length that browsers support varies among browsers. If a URL is longer that the supported length, it will be truncated. The workaround is to use a bookmark link or another browser that supports the longer length.

  • Optionally omit the double quotes if there are no white spaces inside the values.

Tip:

To quickly and accurately construct a prompted URL manually, navigate to a dashboard page with the corresponding prompts, apply the desired prompt values, create a prompted link to generate the prompted URL, and then use the URL as a template.

Creating Links to Dashboard Pages

You can create links to dashboard pages, if allowed at your organization.

The administrator can control the display of the Create Bookmark Link and Create Prompted Link options by settings in the instanceconfig.xml file and by setting privileges. See Enabling the Ability to Create Links to Dashboard Pages in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition and Managing Presentation Services Privileges in Security Guide for Oracle Business Intelligence Enterprise Edition.

If you drill in an analysis that has been set to replace the dashboard with the new results (rather than show the new results directly in the dashboard), then the Create Bookmark Link option is displayed as a link below the new results rather than as an option on the Page Options menu. (To specify how drilling works in an analysis, you use the Drill in Place option on the Properties menu for a section.

See About Creating Links to Dashboard Pages.

  1. Open the dashboard in which you want to create a link to a dashboard page.
  2. Navigate to the page for which you want to create a link.
  3. Click the Page Options button on the dashboard page and:
    • To create a bookmark link, select Create Bookmark Link.
    • To create a prompted link, select Create Prompted Link.
    The link is displayed in the Address Bar of the browser.
  4. If the link is a:
    • Bookmark link, then you can save it as a bookmark or copy and send it to other users.
    • Prompted link, then you can manually or programmatically manipulate the link.

Working with Briefing Books

Briefing books allow data presentations to be organized and distributed to users.

The following topics explain what briefing books are and how you work with them:

What Are Briefing Books?

A briefing book is a collection of static or updatable snapshots of dashboard pages, individual analyses, and BI Publisher reports.

You can:

About the Table of Contents in a PDF Version of a Briefing Book

The PDF version of a briefing book contains a table of contents that is automatically generated.

The table of contents contains an entry for each dashboard page, analysis, and report in the briefing book. Each of these entries includes a time stamp and the page number within the PDF file. The time stamp value depends on how the content was saved to the briefing book. If the content was saved as updatable, then the time stamp is current. If the content was saved as a snapshot, then the time stamp is the time of the snapshot.

Indented beneath each entry for a dashboard page are any briefing book links included on that page, up to a maximum of nine links. These entries do not include timestamps. For example:

Table of Contents

My Dashboard Page 7/11/2008 9:15:20 AM . . . . . .1
Years to Dollars Dashboard . . . . . . . . . .2

The administrator can modify the template for the table of contents so that the table of contents that is generated in your briefing books might have a different look.

Note:

The table of contents is always generated in English. Other languages are not supported. Therefore, you might want to translate the tables of contents that are generated in briefing books.

For more information about including BI Publisher reports with briefing books, see About Briefing Books and Printing BI Publisher Reports.

Adding Content to New or Existing Briefing Books

You can add the content of dashboard pages (including pages that contain BI Publisher reports) or individual analyses to briefing books.

You can add content to existing briefing books or to new briefing books that you create.

  1. Open the dashboard that contains the content to add to a briefing book. See Opening and Using Dashboards.
  2. Navigate to the page to add or that contains the analysis to add.
  3. Perform one of the following actions:
    • To add the contents of the dashboard page to a briefing book, click the Page Options button on the dashboard page and select Add To Briefing Book.

      The Add to Briefing Book option is not available on an empty dashboard page or if the Show Add to Briefing Book box in the Dashboard Properties dialog has not been selected for the page.

    • To add the results of an individual analysis to a briefing book, locate the analysis on the dashboard and click the Add to Briefing Book link.

      This link is displayed only if the Add to Briefing Book option was selected in the Report Links dialog when the analysis was added to the dashboard. For information about setting the Add to Briefing Book option, see Report Links dialog.

  4. In the Save Briefing Book Content dialog, click Browse to display the Save As dialog.
  5. In the Save As dialog, to save the contents to:
    • A new briefing book, specify the location in which to save the briefing book in the Save In field, enter a name for the briefing book in the Name field, optionally enter a description in the Description field, and click OK.

    • An existing briefing book, select the briefing book and click OK.

  6. In the Save Briefing Book Content dialog, complete the remaining fields as appropriate and click OK.

Editing Briefing Books

You can edit briefing books to reorder content, delete content, and change the content type, navigation link properties, and content description.

Keep briefing books updated by reviewing and editing them regularly.

  1. To edit a briefing book:
    • In the global header of the catalog, click Catalog.
    • On a dashboard page, open the dashboard page that contains the briefing book.
  2. Navigate to the briefing book to edit and click Edit.
  3. In the Edit Briefing Book dialog, change the content:
    1. Select the content.
    2. Click Edit Page.
    3. In the Page Properties dialog, change the content type, the number of navigation links to follow for updatable content, or the content description as needed.
    4. Click OK.
  4. To reorder content, select the content and then drag and drop it to the desired location.
  5. To delete content, select the content and click Delete.
  6. Click OK.

Downloading Briefing Books

You can download a collection of static or updatable snapshots of dashboard pages, individual analyses, and BI Publisher reports in the form of a briefing book.

You can:

  • Download briefing books to your computer in MHTML format and then share them for offline viewing.

  • Download briefing books in PDF format and print them.

    The Adobe Reader application is required to view or print a briefing book PDF file.

    BI Publisher reports that are contained in the briefing book are only included in the PDF file if the reports themselves are enabled for PDF output.

    The setting of the Print Rows list in the Print & Export Options dialog for the analysis or dashboard determines whether all rows or only the visible rows of an analysis are shown in the PDF.

    The PDF version of a briefing book contains an automatically generated table of contents. See About the Table of Contents in a PDF Version of a Briefing Book.

  1. In the global header, click Catalog to display the Catalog page.
  2. Navigate to the briefing book to download.
  3. Perform one of the following actions:
    • To download the briefing book in PDF format, click PDF and then open or save the file.
    • To download the briefing book in MHTML format, click Web Archive (.mht) and then open or save the file. Downloaded briefing books are saved with an .mht file extension and can be opened in a browser. You can then email or share the briefing book.

Adding a List of Briefing Books to a Dashboard Page

You can add a list of briefing books to a dashboard page.

Listing briefing books provides an easy way for users to access information related to the dashboard.

  1. Edit the dashboard.
  2. Navigate to the page where you want to add a list of briefing books.
  3. From the Dashboard Objects pane, drag and drop a folder object into a section.
  4. Hover the mouse pointer over the folder object in the Page Layout area to display the object's toolbar and click the Properties button.
  5. In the Folder field of the Folder Properties dialog, enter the folder that contains the briefing books to list.
  6. In the Expand box, specify whether to show an expanded view of the folder.
  7. In the Show RSS Link box, specify whether to add an RSS feed option to the folder.
  8. Click OK and then click Save to save the dashboard.

    The folder is added to the dashboard. On the Dashboard page, to:

    • See a list of the briefing books if the folder is not expanded, click the folder.

    • Edit a briefing book, click its Edit link.

    • Download a briefing book in PDF format, click its PDF link.

    • Download a briefing book in MHTML format, click its Web Archive (.mht) link.

Using Agents to Deliver Briefing Books

You can configure an agent to deliver briefing books to users.

Ensure your users are receiving the most recent briefing books by delivering them via an agent.

  1. Create or edit the agent to be used to deliver the briefing book.
  2. In the Delivery Content tab of the Agent editor, click Browse to select the briefing book.

    When the agent runs, the briefing book is delivered.