Overview of Creating Analyses and Dashboards in OBIEE 11g



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Overview of Creating Analyses and Dashboards in OBIEE 11g Venkatakrishnan Srinivasan, Principal Consultant, Rittman Mead AIOUG Sangam Conference, Bangalore December 2011

Introductions Venkatakrishnan Srinivasan Principal Consultant, Rittman Mead 12+ Years IT Experience Experience in BI/DW and CRM Email: venkat.srinivasan@rittmanmead.com

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.

OBIEE Part of Fusion Middleware Leverages the advantages that Oracle Fusion Middleware offers in terms of application infrastructure

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

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

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+

OBIEE 11g Home Page

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

OBIEE 11g Home Page

OBIEE 11g Home Page Task-Based Menu Create/Open catalog objects Browse catalog folders Scoped to user privileges

OBIEE 11g Home Page

OBIEE 11g Home Page Recent and Popular Catalog Objects Most recently accessed by you Most popular amongst your groups

OBIEE 11g Catalog Page Catalog Folder View My Folders Shared Folders Nested view of catalog contents

OBIEE 11g Catalog Page

OBIEE 11g Catalog Page Catalog Tasks Context-Specific Catalog-wide tasks (Archive etc) Object-specific tasks (Open, Edit, etc)

OBIEE 11g Catalog Page

OBIEE 11g Catalog Page Object Listing Listing of all objects for selected folder, search, etc Shortcuts to common actions Optional preview of analysis

OBIEE 11g Answers - Criteria View

OBIEE 11g Answers - Criteria View Subject Area Folder Listing Listing of one or more subject areas Presentation Tables Attribute columns Hierarchical columns Measure columns

OBIEE 11g Answers - Criteria View

OBIEE 11g Answers - Criteria View Catalog Folder Listing Same listing as on Catalog Place My Folders and Shared Folders

OBIEE 11g Answers - Criteria View

OBIEE 11g Answers - Criteria View Criteria Listing List of all selected columns Edit formulas Edit column properties Add filters Set sort criteria

OBIEE 11g Answers - Criteria View

OBIEE 11g Answers - Criteria View Filter Listing List of filters Save filters

OBIEE 11g Answers - Results View

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

OBIEE 11g Answers - Results View

OBIEE 11g Answers - Results View Result View Default to compound layout Preview of the analysis Edit View Add totals, Change layout, etc

OBIEE 11g Dashboard Editor

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

OBIEE 11g Dashboard Editor

OBIEE 11g Dashboard Editor Dashboard Editor Add and move sections, columns Edit section and column properties Edit analysis Change report links etc

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

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

Master-Detail Linking Columns can be enabled for Master-Detail Linking Selecting a column causes master-detail messages to be sent to other views

Demonstration Analyses and Dashboard

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

KPI Watchlists Users can define watchlists, to monitor their KPIs Supports collaboration with KPI owner

KPI Scorecards Arrange KPIs into hierarchies, strategies etc Define strategy trees, cause-and-effect relationships etc

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

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

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)

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)

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

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

Demonstration Map Views

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 info@rittmanmead.com for more details Thank you for attending!

Overview of Creating Analyses and Dashboards in OBIEE 11g Venkatakrishnan Srinivasan, Principal Consultant, Rittman Mead AIOUG Sangam Conference, Bangalore 2011