Oracle BI 12c: إنشاء Analyses و Dashboards Ed 2 LVC

Course Introduction

• Course Goal
• Course Objectives
• Audience

Introduction to Oracle Business Intelligence Enterprise Edition

• Objectives
• What Is Business Intelligence?
• Oracle Business Intelligence Enterprise Edition
• Oracle BI 12c Highlights
• Many More Usability Improvements
• New Advanced Analytics Capabilities
• Prebuilt Functions
• Oracle Mobile BI
• More Data Sources Supported Now
• OBIEE 12c In-Memory Analytics
• Visual Exploration for Everyone
• Rich Data Mashup
• Oracle BI 12c Architecture
• Oracle BI Components
• BI System Components
• BI Presentation Services
• Oracle BI Presentation Server and Catalog
• BI Server
• Oracle BI Repository
• Data Sources
• Sample Analysis Processing
• Oracle BI EE Dashboard
• Oracle BI EE Terminology
• Signing In to Presentation Services
• Oracle BI Enterprise Edition Home Page
• Global Header
• Administering Objects in the Presentation Catalog
• Essbase: Overview
• Essbase: Key Features
• Quiz
• Summary
• Practice 2: Overview

Working with Oracle Business Intelligence Analyses

• Objectives
• Oracle Business Intelligence Analysis Editor
• Key Terms
• Subject Areas
• Columns
• Hierarchies
• Oracle Business Intelligence Analysis
• Creating and Editing Analyses
• Analysis Editor
• Subject Areas and Catalog Panes
• Analysis Editor Tabs
• Working with Analyses in Oracle Business Intelligence
• 1. Construct an Analysis
• 1. Construct an Analysis using Multiple Subject Areas
• 2. Modify Analysis Criteria
• 2. Modify Analysis Criteria (Sorting Columns)
• 2. Modify Analysis Criteria (Formulas)
• 2. Modify Analysis Criteria (Style)
• 2. Modify Analysis Criteria (Column Format)
• 2. Modify Analysis Criteria (Data Format)
• 2. Modify Analysis Criteria (Conditional Format)
• 2. Modify Analysis Criteria (Interaction)
• 2. Modify Analysis Criteria (Write Back)
• 3. Change Column Order
• 4. Display Analysis Results
• 5. Save an Analysis
• Setting Analysis Properties
• Analysis Properties: Results Display Tab
• Analysis Properties: Interactions Tab
• Analysis Properties: Data Tab
• Adding Basic Formatting to Table Views
• Formatting Containers
• Formatting Column Headers and Values
• Setting Table Properties
• Data Viewing Properties
• Other Style Properties
• Advanced Formatting
• Saving Column Settings as Systemwide Defaults
• Copying and Pasting Formatting Attributes
• Using a Saved Analysis as a Style Template
• Customized Date and Time Format Strings
• Applying a Customized Format String to a Column
• Quiz
• Summary
• Practice 3: Overview

Filtering Data for Analyses

• Objectives
• Filters
• Applying Filters to Attribute Columns to Affect Hierarchical Columns
• Inline Objects vs. Named Objects?
• EVALUATE_PREDICATE Function with a Filter
• Using Filters to Limit Data in Analyses
• Creating and Editing Filters
• Grouping Filters
• Dynamic Filtering
• Using a Saved Analysis as a Filter
• Editing SQL for a Column Filter
• Drilling and Filters
• Analysis Prompts
• Adding an Inline Prompt to an Analysis
• Defining Prompt Properties
• Multiple Column Filter Prompts
• Quiz
• Summary
• Practice 4: Overview

Selecting and Grouping Data for Analysis

• Objectives
• Using Selections to Limit Data in Analysis
• Creating Selection Steps
• 1. Create a New Step
• 2. Select the Step Type
• Step Types: Selecting Members
• Step Types: Adding Groups and Calculated Items
• Step Types: Applying Conditions
• Step Types: Selecting Members Based on Hierarchy
• Step Types: Selecting Members Based on Family Relationship
• Saving Selection Steps as a Group
• How Do Filters and Selection Steps Differ?
• Groups
• Creating Groups
• 1. Create a New Member Group
• 2. Define the Group Properties
• 3. Apply Formatting
• 4. Verify the Results
• Calculated Items
• Creating Calculated Items
• 1. Create a New Calculated Item
• 2. Define the Calculated Item Properties
• 3. Verify the Results
• Quiz
• Summary
• Practice 5: Overview

Advanced Visualization in Analyses

• Objectives
• Oracle Business Intelligence Views
• Descriptions of Views
• View Editors
• Compound Layout Pane
• Working with Views in Compound Layouts
• Directly Editing Table and Pivot Table Views in Compound Layouts
• Recommended Visualizations
• Creating and Copying Compound Layouts
• Views Pane
• Descriptions of Graph Views
• Graph Editor
• Graph Slider
• Graph Properties: General
• Graph Properties: Style
• Graph Properties: Scale
• Graph Properties: Titles and Labels
• Formatting Graphs by Position
• Formatting Graphs Conditionally
• Performing Common Tasks in Views
• Specifying Totals
• Managing Aggregation
• Combining Values into Bins
• Creating Bins: Add Bins
• Quiz
• Summary
• Practice 6: Overview

Showing Results with Pivot Tables

• Objectives
• Pivot Table Views
• Analyzing and Displaying Data in Table and Pivot Table Views
• Pivot Table
• Creating a Pivot Table
• 1. Select Columns on the Criteria Tab
• 2. Click the Results Tab and Select the Pivot Table View
• 3. Open the Pivot Table Editor
• 4. Rearrange Elements as Necessary
• Showing Results in Pivot Tables
• Sorting Data
• Sorting Data in Views
• Using Hierarchical Columns
• Hierarchical Columns
• Overriding Default Aggregation Rules
• Using Totals
• Adding Formatting: Overall Appearance
• Adding Formatting: Pivot Table Positions
• Adding Formatting: Section Options
• Showing an Item’s Relative Value
• Using Calculations in Pivot Tables
• Building Calculations by Using Functions
• Building Calculations by Using Formulas
• Displaying Running Sums in Pivot Tables
• Pivot Table with a Graph
• Quiz
• Summary
• Practice 7: Overview

Working with Additional Views in Analyses

• Objectives
• Trellis View
• Creating a Simple Trellis View
• 1. Select Columns on the Criteria Tab
• 2. Click the Results Tab and Add a Simple Trellis View
• 3. Open the Trellis Editor
• 4. Rearrange Elements as Necessary
• Advanced Trellis View
• Creating an Advanced Trellis View
• 1. Select Columns on the Criteria Tab
• 2. Click the Results Tab and Add an Advanced Trellis View
• 3. Open the Trellis Editor
• 4. Rearrange Elements as Necessary
• Performance Tile View
• Creating a Performance Tile
• 1. Select Columns on the Criteria Tab
• 2. Click the Results Tab and Add a Performance Tile
• 3. Open the Performance Tile Editor
• 4. Make the Formatting Changes
• Treemap View
• Creating a Treemap
• 1. Select Columns on the Criteria Tab
• 2. Click the Results Tab and Add a Treemap
• 3. Open the Treemap Editor
• 4. Rearrange Elements as Necessary
• Heat Matrix View
• Creating a Heat Matrix
• 1. Select Columns on the Criteria Tab
• 2. Click the Results Tab and Add a Heat Matrix
• 3. Open the Heat Matrix Editor
• 4. Rearrange Elements as Necessary
• Linking Master–Detail Views
• Defining the Master View
• Defining the Detail View
• Master–Detail Linking of Views
• Quiz
• Summary
• Practice 8: Overview

Visualizing Data on Maps

• Objectives
• MapViewer
• Map Views
• Map View: Example 1
• Map View: Example 2
• Map View: Example 3
• Oracle Spatial Components
• Manage Map Data
• Import Layer
• Edit Layer
• Import Background Map
• Edit Background Map
• Images
• Creating and Editing Map Views
• 1. Add a Map View
• 2. Set Properties
• 3. Edit Formats: Format Options
• 3. Edit Formats: Define Formats
• Interacting with Map Views
• Drilling in Map Views
• Master–Detail Linking in Map Views
• Action Links in Map Views
• Other Applications for Map Views
• Other Points of Integration
• Quiz
• Summary
• Practice 9: Overview

Creating Oracle Business Intelligence Dashboards

• Objectives
• Dashboards
• Dashboard Pages
• Creating and Editing a Dashboard
• Creating a New Dashboard from Global Header
• Global Header: Setting Preferences for Your Default Dashboard View
• Using Dashboard Builder
• Using the Dashboard Builder Toolbar
• What Can I Add to a Dashboard?
• Adding Objects to a Dashboard Page
• Dashboard Builder Tools Toolbar: Layout
• Tools Toolbar: Dashboard Properties
• Dashboard Properties: Dashboard Report Links
• Dashboard Properties: Dashboard Page Controls
• Tools Toolbar: Print Options
• Tools Toolbar: Page Report Links
• Tools Toolbar: Prompts Buttons on Current Page
• Tools Toolbar: Allow Saving Personal Customizations
• Tools Toolbar: Publishing Dashboard Pages
• Tools Toolbar: Advanced Page Properties
• Exploring Dashboard Object Properties
• Exploring Column Properties
• Exploring Section Properties
• Exploring Section Properties: Arranging Sections Horizontally
• Exploring Section Properties: Controlling the Drill-Down Display
• Section Properties: Conditions
• Section Properties: Adding an Inline Condition for an Analysis
• Section Properties: Adding an Inline Condition for a KPI
• Section Properties: Adding a Named Condition
• Section Properties: Formatting and Renaming
• Miscellaneous Dashboard Page Functionality
• Page Options Toolbar: Creating Personal Customizations
• Page Options Toolbar: Creating Shared Customizations
• Page Options Toolbar: Creating Links to Dashboard Pages
• Page Options Toolbar: Adding Content to a Briefing Book
• Page Options Toolbar: Export to Excel
• Quiz
• Summary
• Practice 10: Overview

Configuring Oracle Business Intelligence Dashboards

• Objectives
• Dashboard Objects
• Alerts Section
• Action Link and Action Link Menu
• Link or Image
• Embedded Content
• Text
• Text: ActiveX
• Text: Scripts
• Text: Audio
• Folder
• Breadcrumbs
• Quiz
• Summary
• Practice 11: Overview

Creating Dashboard Prompts and Variables

• Objectives
• Variables
• Session Variables
• Repository Variables
• Presentation Variables
• Request Variables
• Referencing Variables
• Syntax for Referencing Variables
• Dashboard Prompts
• Dashboard Prompts: Column Prompts
• Dashboard Prompts: Other Prompts
• Adding a Named Column Prompt to a Dashboard
• 1. Create a New Named Column Prompt
• 2. Select the Prompt Type
• 3. Select the Subject Area and Column
• 4. Select the Operator and Other Options
• 5. Save the Prompt
• 6. Preview the Prompt
• 7. Add the Prompt to the Dashboard
• 8. Set the Scope for the Prompt
• 9. Test the Results
• Adding a Hidden Named Prompt to a Dashboard
• 1. Edit Dashboard Properties
• 2. Navigate the Catalog to Locate the Named Prompt
• 3. Test the Results
• Creating a Second Prompt Page
• 1. Add a New Prompt to an Existing Prompt Page
• 2. Insert a Page Break
• 3. Edit the Dashboard and Add the Prompt
• 4. Test the Results
• Setting Preferences for a Prompt Page
• Presentation Variables and Prompts
• Request Variables and Prompts
• Adding a Variable Prompt to a Dashboard
• 1. Add a Variable to an Existing Analysis
• 2. Create a New Variable Prompt
• 3. Select the Prompt Type
• 4. Define the Prompt Properties
• 5. Save the Prompt
• 6. Select the Dashboard
• 7. Add the Prompt to the Dashboard
• 8. Navigate the Catalog to Locate the Named Prompt
• 9. Test the Results
• Adding a Hierarchical Prompt
• Applying Prompts with Default Values
• Wiring Dashboard Prompts
• Auto-Complete for Prompts
• Optional Apply and Reset Buttons for Prompts
• Quiz
• Summary
• Practice 12: Overview

Scorecards and Key Performance Indicators

• Objectives
• Oracle Scorecard and Strategy Management
• Balanced Scorecard
• Scorecard Editor
• Scorecard Objects
• Scorecard Documents (Views)
• Strategy Tree: Strategy Tree Diagram
• Strategy Tree: Contribution Wheel Diagram
• Strategy Map
• Cause and Effect Map
• Creating a Scorecard
• 1. Create a New Scorecard
• 2. Create Perspectives
• 3. Create KPIs

3.1 Create a New KPI 13-19

3.2 Define General Properties 13-20

3.3 Set the Data Format and Enable Trending 13-21

3.4 Define the Dimensionality 13-22

3.5 Define States and Thresholds 13-23

3.6 Define Related Documents 13-25

3.7 Define Custom Attributes 13-26

• 4. Create KPI Watchlists
• 5. Create KPI Smart Watchlists
• 6. Create and Arrange Objectives
• 7. Create and Arrange Initiatives
• 8. Assign Weights to Individual Objectives and Initiatives
• 9. Set Assessment Mappings
• 10. Graphically Depict Relationships
• 11. Use Comments
• 12. Add Scorecard Views to Dashboards
• 13. Define Mission and Vision Statements
• 14. Set Up Point of View Controls
• Attach KPI Watchlist to Dashboard
• Working with Objects in the Scorecard Editor
• Quiz
• Summary
• Practice 13: Overview

Data Visualization, BI Ask, and Data Mashup

• Objectives
• Data Visualization
• Data Visualization Login Page
• Data Visualization Projects
• Creating Data Visualization Projects
• Select the Data Source
• Select Content
• Set Visualization Type
• Add More Visualizations
• Rearrange the Visualizations in a VA project
• Rearrange the Visualizations in a DV project
• Filter the Data in Data Visualization
• Create Calculations
• BI Ask
• Data Mashups
• Adding a New Data Source
• Subject Area in the Visual Analyzer
• Quiz
• Summary
• Practice 14: Overview

Working with BI Content in Smart View

• Objectives
• Setting Up Smart View
• Setting Up a Smart View Connection
• Working with Views in Smart View Clients
• Document Pane
• Working with Analysis Prompts
• Working with Page Prompts
• Refreshing Views
• Setting Refresh Preferences
• Masking Data in Views
• View Properties
• Customizing Data in Office
• Editing Microsoft Office Charts
• Changing Chart Layout and Style
• Changing PowerPoint Themes
• Copying and Pasting BI Objects
• Copying and Pasting BI Objects Between Smart View Clients
• Copying and Pasting Graph Views
• Copying and Pasting Table or Pivot Table Views
• Copying and Pasting Views from Oracle BI to Smart View
• Editing Analyses in Oracle BI EE
• Creating and Publishing Views Using the View Designer
• Creating a View Layout and Type Steps 1–3
• Creating a View Layout and Type Steps 4–5
• Creating a View Layout and Type Step 6 (Optional)
• Creating a View Layout and Type Step 7 (Optional)
• Defining Filter Expressions in the View Designer
• Publishing Views to the BI Catalog
• Guidelines for Publishing Ad Hoc Views
• Federating Data
• Quiz
• Summary
• Practice 15: Overview

Oracle Business Intelligence Mobile App Designer

• Objectives
• BI Mobile App Designer
• BI Mobile App Designer Trial Edition
• Creating Basic Mobile Apps
• 1. Starting Oracle BI Mobile App Designer
• 2. Exploring the Mobile App Designer Interface
• 3. Optional: Add a Cover Page
• 4. Adding Pages to the App
• 5. Previewing the App
• Tile Pages
• Designing Apps with Tile Pages
• 1. Inserting Tile Pages
• 2. Adding Stoplight Formatting
• Subpage
• Quiz
• Summary
• Practice 16: Overview

Using Oracle Business Intelligence Delivers

• Objectives
• Oracle Business Intelligence Delivers
• Delivery Devices
• Delivery Profiles
• Creating a Delivery Device
• Creating a Delivery Profile
• Business Intelligence Alerts
• Adding an Alert Section to a Dashboard
• Agents
• How Agents Work: Simplified Format
• Configuring an Agent
• 1. Configure the General Tab
• 2. Configure the Schedule Tab
• 3. Configure the Condition Tab
• 4. Configure the Delivery Content Tab
• 5. Configure the Recipients Tab
• 6. Configure the Destinations Tab
• 7. Configure the Actions Tab
• Subscribing to an Agent
• Listing Your Agents
• Using Agents to Deliver Content
• Using Conditions to Deliver Content
• 1. Create a New Agent and Assign an Analysis for Its Condition
• 2. Define How the Condition Evaluates to “True”
• 3. Test the Results
• Using Agents to Proactively Respond to KPI Performance
• 1. Create a New Agent and Assign a KPI for Its Condition
• 2. Define How the Condition Evaluates to “True”
• 3. Test the Results
• Quiz
• Summary
• Practice 17: Overview

Administering the Presentation Catalog

• Objectives
• Security Goal: Access and Actions
• Oracle BI Security and Catalog Security
• Default BI Roles
• Presentation Catalog Folder and Object Permissions
• Permission Inheritance
• Default Application Role Hierarchy: Example
• Setting Object Permissions
• 1. Click Permissions
• 2. Add Roles
• 3. Set Permissions
• Recommendations for Setting Permissions
• Viewing and Setting Properties
• Setting System Privileges
• 1. Click the Administration and Manage Privileges Links
• 2. Pick Users and Roles
• Archiving Catalog Items
• Oracle BI Briefing Books
• Working with Oracle BI Briefing Books
• Add Content to a New or Existing Oracle BI Briefing Book
• Edit an Oracle BI Briefing Book
• Download an Oracle BI Briefing Book
• Working with Favorites
• Adding Objects to Favorites
• Accessing Favorite Objects
• Organizing Favorites
• Removing Favorites
• Quiz
• Summary
• Practice 18: Overview

Direct Database Analysis

• Objectives
• Direct Database Analysis Privileges
• Changing Direct Database Analysis Privileges
• Creating and Executing a Direct Database Analysis
• 1. Create a Direct Analysis
• 2. Construct a Direct Database Analysis
• Editing XML and SQL
• Using the Advanced Tab to Modify XML
• Using the Advanced Tab to Modify SQL
• Using the Advanced Tab to Include Advanced SQL Clauses
• Quiz
• Summary
• Practice 19: Overview

Expressions

• Objectives
• SQL Syntax and Semantics
• Aggregate Functions
• Running Aggregate Functions
• Time Series Functions
• Conversion Functions
• Database Functions
• Advance Analytics Internal Logical SQL Functions
• BIN Function
• WIDTH_BUCKET Function
• TRENDLINE Function
• Advance Analytics External Logical SQL Functions
• EVALUATE_SCRIPT
• FORECAST
• CLUSTER
• OUTLIER
• REGR
• Quiz
• Summary
• Practice 20: Overview
• A Oracle Business Intelligence Mobile
• Objectives A-2
• Oracle Business Intelligence Mobile A-3
• Getting BI Mobile A-5
• Launching the BI Mobile Application A-6
• Setting Up User Credentials A-7
• First Time Help Screen: Home Page A-8
• Oracle BI Mobile User Interface A-9
• First Time Help: Settings A-10
• Configuring Oracle BI Mobile A-11
• Navigating BI Mobile on Your Mobile Device A-12
• Navigating the Carousel, Tile, and List Subviews A-13
• Navigating to Dashboards A-14
• Working with Favorites A-15
• Working with Local Content A-16
• Performing Searches A-17
• Adjusting Search Settings A-18
• Working with BI Content A-19
• Working with Object Options A-21
• Oracle BI Mobile Security Toolkit A-22
• Quiz A-23
• Summary A-25