analyses and dashboards in obiee 11g - aioug.org and dashboar… · • obiee 11g comes with...
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Venkatakrishnan Srinivasan, Principal Consultant, Rittman Mead
AIOUG Sangam Conference, Bangalore December 2011
Overview of Creating Analyses and Dashboards in OBIEE 11g
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Introductions
• Venkatakrishnan Srinivasan
• Principal Consultant, Rittman Mead
• 12+ Years IT Experience
• Experience in BI/DW and CRM
• Email: [email protected]
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Oracle Business Intelligence Enterprise Edition 11g (OBIEE 11g)
• Complete Business Intelligence platform from Oracle
• Delivers rich analytic and reporting functions for an enterprise by:
a) Collecting up-to-date data from valid sources to ensure single
version of truth,
b) Presenting the collected data in a lucid formats for easy
understanding, and
c) Delivery of such reports in a timely manner.
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OBIEE Part of Fusion Middleware
• Leverages the advantages that Oracle Fusion Middleware offers in terms of
application infrastructure
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Oracle Business Intelligence Enterprise Edition 11g
• Released in July 2010
• Current version is 11.1.1.5
• Can be downloaded at following link
http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/downloads/bus-intelligence-11g-165436.html
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New Visualization Features in OBIEE 11g
Many new visualization features
• Updated user interface that combines all the reporting tools
• Updated dashboard, catalog, search and home page
• Integration with Oracle MapViewer
• New KPI and scorecard features
• An updated version of BI Publisher
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OBIEE 11g Unified Framework
• Single UI for Answers, Dashboards, Delivers, BI Publisher
• Common menus, controls, menu buttons
• One-click access to common functions, catalog areas
• Requires IE7+, FF3+
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OBIEE 11g Home Page
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OBIEE 11g Home Page
Common Header
• Consistent menus and links
• Search access to catalog• Links to administration, help, log off
• Menus for New .. And Open …• Shortcut to Home Page
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OBIEE 11g Home Page
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OBIEE 11g Home Page
Task-Based Menu
• Create/Open catalog objects
• Browse catalog folders• Scoped to user privileges
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OBIEE 11g Home Page
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OBIEE 11g Home Page
Recent and Popular Catalog Objects
• Most recently accessed by you
• Most popular amongst your groups
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OBIEE 11g Catalog Page
Catalog Folder View
• My Folders
• Shared Folders• Nested view of catalog contents
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OBIEE 11g Catalog Page
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OBIEE 11g Catalog Page
Catalog Tasks
Context-Specific
Catalog-wide tasks (Archive etc)Object-specific tasks (Open, Edit, etc)
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OBIEE 11g Catalog Page
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OBIEE 11g Catalog Page
Object Listing
• Listing of all objects for selected folder,
search, etc• Shortcuts to common actions
• Optional preview of analysis
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OBIEE 11g Answers - Criteria View
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OBIEE 11g Answers - Criteria View
Subject Area Folder Listing
• Listing of one or more subject areas
• Presentation Tables• Attribute columns
• Hierarchical columns• Measure columns
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OBIEE 11g Answers - Criteria View
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OBIEE 11g Answers - Criteria View
Catalog Folder Listing
• Same listing as on Catalog Place
• My Folders and Shared Folders
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OBIEE 11g Answers - Criteria View
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OBIEE 11g Answers - Criteria View
Criteria Listing
• List of all selected columns
• Edit formulas• Edit column properties
• Add filters• Set sort criteria
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OBIEE 11g Answers - Criteria View
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OBIEE 11g Answers - Criteria View
Filter Listing
• List of filters
• Save filters
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OBIEE 11g Answers - Results View
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OBIEE 11g Answers - Results View
Views Listing
• List of all available views
• Add view to analysis, eidt view• Moved from previous location above
compound layout
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OBIEE 11g Answers - Results View
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OBIEE 11g Answers - Results View
Result View
• Default to compound layout
• Preview of the analysis• Edit View
• Add totals, Change layout, etc
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OBIEE 11g Dashboard Editor
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OBIEE 11g Dashboard Editor
Dashboard Objects Listing
• Columns, Sections
• Alert Section• Action Link, Action Link Menu
• Link or Image, Embedded Content• Text
• Catalog folder view
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OBIEE 11g Dashboard Editor
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OBIEE 11g Dashboard Editor
Dashboard Editor
• Add and move sections, columns
• Edit section and column properties• Edit analysis
• Change report links etc
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New Answers and Dashboards Features in OBIEE11g
• Improved support for OLAP-style reporting
�Hierarchical columns
�Support for ragged and skip-level hierarchies
�Dynamic re-arrangement of pivot tables in the dashboard
• New visualizations and dashboard controls
• New gauge types and graphics
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Hierarchical Columns
• OBIEE 11g supports concept of "hierarchical columns"
• In-column drilling up and down a hierarchy
• Regular columns are renamed "attribute columns"
• Supports level-based and ragged (parent-child) hierarchies
• Works with both relational and
OLAP (Essbase, Oracle OLAP, etc) data sources
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Master-Detail Linking
• Columns can be enabled for Master-Detail Linking
• Selecting a column causes master-detail messages to be sent to other views
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Analyses and Dashboard
Demonstration
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Key Performance Indicators
• KPIs can be defined in the web catalog
• Requires measures for actual and target
• Thresholds for good, bad etc performance can be set
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KPI Watchlists
• Users can define watchlists, to monitor their KPIs
• Supports collaboration with KPI owner
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KPI Scorecards
• Arrange KPIs into hierarchies, strategies etc
• Define strategy trees, cause-and-effect relationships etc
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Mapping and Location Intelligence
• OBIEE 11g ships with Oracle MapViewer 11g
• Used in conjunction with Oracle RDBMS and spatial datasets to add map views
• Good way to help visualize geographic/location element of BI dataset
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Creating a Map View Step 1 : Link Maps to Dataset Columns
• Administration task, one-off at system configuration stage
• Import maps from Oracle MapViewer and associate theme keys with subject area
columns
• Columns then need to be included in the request criteria when map created
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Creating a Map View Step 2 : Add View to Analysis
• Select New View > Map from Answers Results tab
• Requires setup in advance (integration with MapViewer, Spatial dataset)
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Creating a Map View Step 2 : Add View to Analysis
• Select New View > Map from Answers Results tab
• Requires setup in advance (integration with MapViewer, Spatial dataset)
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Creating a Map View Step 3 : Select Graphs for Layer Themes
• Graphs and other visualizations can be added for individual layers in view
• Pie charts, bar charts, variable size bubbles, icon selection etc
• Shade polygons based on measure binning/value ranges
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Creating a Map View Step 4 : Embed in Dashboard, Pan & Zoom
• Embed map in dashboard, use as any other view
• Link to dashboard prompts, Master-Detail links etc
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Map Views
Demonstration
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Summary
• OBIEE 11g comes with significant improvements in reporting
• Updated version of Answers has better support for OLAP analysis
• New task-based UI integrates reporting across product areas
• KPIs, Scorecards, Map Views add further functionality to OBIEE
• Read more about OBIEE 11g at http://www.rittmanmead.com
• Write to us at [email protected] for more details
• Thank you for attending!
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Venkatakrishnan Srinivasan, Principal Consultant, Rittman Mead
AIOUG Sangam Conference, Bangalore 2011
Overview of Creating Analyses and Dashboards in OBIEE 11g