Dashboards in OBIEE

Last updated on Sep 27 2021
Ketan Gandhi Gandhi

Table of Contents

Dashboards in OBIEE

OBIEE dashboard is a tool that enables end users to run ad-hoc reports and analysis as per business requirement model. Interactive dashboards are pixel perfect reports which can be directly viewed or printed by end users.

OBIEE dashboard is part of Oracle BI Presentation layer services. If your end user is not interested in seeing all the data in the dashboard, it allows you to add prompts to the dashboard that allows the end user to enter what he wants to see. Dashboards also allow end users to select from drop-down lists, multi-select boxes and selection of columns to display in the reports.

Dashboard Alerts

Oracle BI dashboard allows you to set up alerts for sales executives that comes up on the interactive dashboard whenever the company’s projected sales is going to be below forecast.

Create a New Dashboard

To create a new Dashboard, go to New → Dashboard or you can also click on Dashboard option under create on the left side.

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Once you click on Dashboard, new dashboard dialog box opens up. Enter the name of Dashboard and description and select the location where you want Dashboard to save → click OK.

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If you save the dashboard in the Dashboards subfolder directly under the /Shared Folders/first level subfolder → dashboard will be listed in the Dashboard menu on the global header.

If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern), it will not be listed.

If you choose a folder in the Dashboards subfolder directly under the /Shared Folders/first level subfolder in which no dashboards have been saved, a new Dashboards folder is automatically created for you.

Once you enter the above fields, Dashboard builder will open up as shown in the following snapshot −

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Expand the catalog tab, select analysis to add to Dashboard and drag to page layout pane. Save and run the dashboard.

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Edit a Dashboard

Go to Dashboard → My Dashboard → Edit Dashboard.

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To edit Dashboard. Click on below icon → Dashboard properties.

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A new dialog box will appear as shown in the following snapshot. You can perform the following tasks −

Change the styles (Styles control how dashboards and results are formatted for display, such as the color of text and links, the font and size of text, the borders in tables, the colors and attributes of graphs, and so on). You can add a description.

You can add hidden prompts, filters, and variables. Specify the links that will display with analyses on a dashboard page. You can rename, hide, reorder, set permissions for, and delete dashboard pages.

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You can also edit Dashboard page properties by selecting page in the dialog box. You can make the following changes −

  • You can change the name of your dashboard page.
  • You can add a hidden prompt. Hidden prompts are used to set default values for all corresponding prompts on a dashboard page.
  • You can add permissions for the dashboard and can also delete the selected page. Dashboard pages are permanently deleted.
  • If more than one dashboard page is in this dashboard, the arrange order icons are enabled using up and down arrows.

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To set the report links at the dashboard level, dashboard page, or analysis level click the edit option of Dashboard reporting links.

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To add a dashboard page, click on new Dashboard page icon → Enter the name of dashboard page and click OK.

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In Catalog tab, you can add the new another analysis and drag it to page layout area of new dashboard page.

To edit the properties of dashboard like cell width, border, and height, click on column properties. You can set background color, wrap text and additional formatting options.

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You can also add a condition on dashboard data display by clicking on condition option in column properties −

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To add a condition, click on + sign in condition dialog box. You can add a condition based on analysis.

Select the condition data and enter the condition parameter.

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You can also test, edit or remove the condition by clicking on ‘more’ sign next to + button.

Save a Customized Dashboard

You can save your customized dashboard by going to page options → Save current customizations → Enter the name of customization → Click OK.

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To apply customization to a dashboard page, go to page option → Apply saved customization → Select name → Click OK.

It allows you to save and view dashboard pages in their current state such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse. By saving customizations, you do not need to make these choices manually each time you access the dashboard page.

So, this brings us to the end of blog. This Tecklearn ‘Dashboards in OBIEE’ blog helps you with commonly asked questions if you are looking out for a job in Oracle BI. If you wish to learn OBIEE and build a career in Business Intelligence domain, then check out our interactive, Oracle Business Intelligence Enterprise Edition (OBIEE) Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

https://www.tecklearn.com/course/oracle-business-intelligence-enterprise-edition-training-and-certification/

Oracle Business Intelligence Enterprise Edition (OBIEE) Training

About the Course

Oracle Business Intelligence Enterprise Edition (OBIEE) Training and Certification training course lets you master the Oracle Business Intelligence and Analytics platform. You will gain in-depth knowledge on OBIEE advanced features, BI dashboards, reports, etc., through hands-on training sessions. This course is meant to provide detailed knowledge of the OBIEE 12c. You will be trained in various Business Intelligence scenarios, BI life cycle, concepts of OLAP and working with charts and graphs.

Why Should you take OBIEE Training?

  • The average salary for “oracle business intelligence consultant” ranges from approximately $76,703 per year for Business Consultant to $113,285 per year for Full Stack Developer. -Indeed.com.
  • Oracle Business Intelligence has a market share of around 8% globally.
  • OBIEE gives you experience with next-generation solutions that can help strategize, plan and optimize business operations. Allow you to become an Oracle Certified Expert or Oracle Implementation Specialist of an in-demand solution.

What you will Learn in this Course?

Data Modelling and Data Warehousing Concepts

  • Introduction to Oracle Business Intelligence Enterprise Edition (OBIEE)
  • Data models
  • Data warehousing
  • Data modelling implications and the impact of Data modelling on business intelligence

Business Intelligence Concepts

  • Overview of Business Intelligence
  • Description of BI Stack: BI technology, BI Server and BI Scheduler
  • Need for reporting in business
  • Difference between OLTP and OLAP
  • Multidimensional and relational analytical processing

OBIEE Installation

  • OBIEE Installation (12c)
  • Oracle Business Intelligence Suite
  • Architecture of OBIEE
  • Key features and components

Online Analytical Processing (OLAP)

  • Concept of Online Analytical Processing
  • Significance of OLAP in business intelligence life cycle
  • Star Schema and Designing with Star Schema
  • Enterprise information model
  • Snow flake and constellation

Oracle BI Repository

  • What is Oracle Business Intelligence Repository?
  • Directory structure installation, services,
  • Analytics and interactive reporting,
  • Dashboard creation and multiple report creation

Business Intelligence Repository Business Model

  • How to build a Business Model and Mapping Layer in BI Repository
  • Data format, Conditional format, Removing filters,
  • Report Saving
  • Creation of new folder
  • Working with the Enterprise Manager
  • Testing and validation of the Repository
  • Understanding the process of Cache disabling
  • Dashboard prompt and filtering

Dashboard Creation

  • Creation and Setup of OBIEE Dashboard
  • Basics of OBIEEE dashboard
  • Deploying Dashboard Builder for building Dashboards
  • Edit, Share and Save options in Dashboard analysis
  • Process of Cache creation and clearing
  • ODBC functions
  • Logical Table Source, Summary and Detail Report

OBIEE Repository

  • OBIEE Repository
  • Creation of Test Report and adding calculations
  • Deployment of OBIEE analysis
  • Repository variables, session and presentation variables

OBIEE Security & Management

  • Securing the Oracle Business Intelligence Suite with Enterprise Manager
  • Creation of alerts and notifications
  • Administration, Maintenance and Grouping
  • Types of security in OBIEE
  • Task and folder level security

Differences between OBIEE 11g and 12c

  • Hands on Variables

New Features of OBIEE 12c

  • Repository Development
  • Catalog Development
  • Deployment-Online
  • RPD Deployment

 

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