Create and Modify Analyses and Dashboards

You can edit and create your own OTBI analytics on your transactional data. The predefined analyses and dashboards help answer many of your business questions. But you can also create your own OTBI analyses and dashboards to meet your requirements.

Note: You can't use Direct Database Query in your analysis. Direct Database Query isn't supported in SaaS OTBI. To create a direct database SQL report, you can create a Analytics Publisher SQL data model and then create a report.

This table lists a few examples.

Task	Example
Create an analysis	Your team needs a simple list of all your accounts, sorted by account ID. You include the account name, ID, and address in a new analysis, and sort the ID column.
Create a view	A predefined analysis has a bar graph. You save a new version of the analysis with a table view added to the graph.
Create a view selector	You later decide you want to toggle between viewing a table and a graph. You add a view selector that includes the table and graph views.
Edit a dashboard prompt	A predefined dashboard has a Start Date prompt. You make a copy of the dashboard and replace Start Date with a date range prompt.
Create a dashboard	You create a dashboard that includes an analysis and a report, which you can view together. You also add a dashboard prompt to filter both the analysis and the report.

Tip: When you create or edit analyses, you can use a wizard in the Reports and Analytics work area and panel tab.

Flexfield Attributes

Administrators can modify the business intelligence (BI) repository to determine the columns available for you to use in analyses.

• They enable flexfields (which support attributes) for BI, and import them into the repository.

• After administrators import the flexfields, you can select the flexfield attributes to include in your analyses.