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1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 7: Running an OBIEE Analysis This course, Introduction.

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Presentation on theme: "1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 7: Running an OBIEE Analysis This course, Introduction."— Presentation transcript:

1 1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 7: Running an OBIEE Analysis This course, Introduction to OBIEE, provides a high-level overview of the basic elements and navigation in OBIEE, the SWIFT Data Warehouse query and reporting tool. OBIEE (Oracle Business Intelligence Enterprise Edition) provides State of Minnesota agencies the ability to retrieve and present financial and human resources data from the SWIFT Data Warehouse in a variety of formats including queries, reports and dashboards. OBIEE delivers a user-friendly business intelligence platform that makes it simple to access data, whether the user is running pre- built queries and reports or creating them from the ground up. This course is recorded as a PowerPoint presentation, allowing you to review it at your own pace. Click your mouse or use your keyboard arrow keys to advance slides. Red boxes shown in demonstrations are intended to simulate mouse clicks in OBIEE. NOTE: Many of the screenshots in this course were recorded in a demonstration environment. Data displayed in the examples provided does not reflect actual State of Minnesota data.

2 2 Lesson 7: Running an OBIEE Analysis The result of a query against the SWIFT Data Warehouse in OBIEE is presented in an OBIEE analysis. In this lesson, we’ll locate and run an OBIEE analysis in order to become familiar with how an analysis is presented. The lesson will introduce: Some of the common components of an OBIEE analysis The various types of views that make up an OBIEE analysis including the Table and Graph views. Drilling into data in an analysis Please note: Data presented in this demonstration does not represent actual state of Minnesota data. Lesson 7: Running an OBIEE Analysis

3 3 Let’s start by searching for an analysis. As we discussed earlier, one way to launch a search is from the Global Header. Let’s do that. Lesson 7: Running an OBIEE Analysis

4 4 Click the Advanced button. (This has the same effect as clicking the binoculars button on the Catalog page toolbar.) Lesson 7: Running an OBIEE Analysis

5 5 Notice that the Folders pane is replaced by the Search pane. In this exercise, we want to find an analysis in My Folders with a name that starts with Target Revenue. Lesson 7: Running an OBIEE Analysis

6 6 Enter Target Revenue in the Name field. (We’ve entered if for you for purposes of this demonstration.) Lesson 7: Running an OBIEE Analysis

7 7 Click the Location field drop down. Lesson 7: Running an OBIEE Analysis

8 8 Select My Folders. Lesson 7: Running an OBIEE Analysis

9 9 Click the Type field drop down. Lesson 7: Running an OBIEE Analysis

10 10 We’re searching for an analysis. Click Analysis. Lesson 7: Running an OBIEE Analysis

11 11 Click the Search button. Lesson 7: Running an OBIEE Analysis

12 12 The search found one analysis in My Folders that starts with Target Revenue: Target Revenue V Actual Revenue. Let’s take a closer look at the Search Result. The Search Result in the Catalog Area displays… Lesson 7: Running an OBIEE Analysis

13 13 the icon that represents the type of item found: in this case, an analysis Lesson 7: Running an OBIEE Analysis

14 14 the title of the analysis Lesson 7: Running an OBIEE Analysis

15 15 the date and time this analysis was last modified Lesson 7: Running an OBIEE Analysis

16 16 the User ID of the person who created the analysis Lesson 7: Running an OBIEE Analysis

17 17 the Catalog path displaying the location that this analysis has been saved to Note: This path is actually a link. If you were to click on it, all items in the displayed location would appear in the Catalog Area. Lesson 7: Running an OBIEE Analysis

18 18 These links are used to initiate tasks. The list of task links provided is determined by: the type of item listed and your security privileges (permissions) regarding that item. Let’s check those out. Lesson 7: Running an OBIEE Analysis

19 19 Open will run the analysis and display the results. Lesson 7: Running an OBIEE Analysis

20 20 Edit will display the analysis in edit mode, allowing you to see how the analysis is structured, and make changes if you’d like. Lesson 7: Running an OBIEE Analysis

21 21 More provides a list of links for additional tasks that can be completed. Click the More dropdown. Lesson 7: Running an OBIEE Analysis

22 22 We reviewed most of these same tasks when we toured the Catalog page toolbar earlier in the lesson. If you click the analysis to select it, most of these actions will also be available from the Catalog page toolbar above, and in the Tasks pane to the left. Let’s try that. Lesson 7: Running an OBIEE Analysis

23 23 Click the title of the analysis to select it. Lesson 7: Running an OBIEE Analysis

24 24 Now that the analysis is selected, notice that additional buttons in the toolbar have been enabled (now shown in color). Lesson 7: Running an OBIEE Analysis

25 25 And, the tasks that appeared when you clicked the More dropdown now appear for this item in the Tasks pane as well. Lesson 7: Running an OBIEE Analysis

26 26 Let’s run (or open) this analysis and see what it looks like. Lesson 7: Running an OBIEE Analysis

27 27 From here, you have three options to choose from to open this analysis. All three of these options achieve the same result, allowing you to run and view the analysis. Lesson 7: Running an OBIEE Analysis

28 28 Click the Open link in the Tasks pane. Lesson 7: Running an OBIEE Analysis

29 29 The analysis, which is based on a query against the SWIFT Data Warehouse, runs and the results are displayed. Reminder: The data displayed in these examples does not represent actual state of Minnesota data. The data you’ll see in these examples is for demonstration purposes only. Lesson 7: Running an OBIEE Analysis

30 30 Let’s check out some of the common features of this OBIEE analysis. Lesson 7: Running an OBIEE Analysis

31 31 This analysis is presented in a compound layout, providing more than one view of the data at one time. Lesson 7: Running an OBIEE Analysis

32 32 On top, data is shown in a table view, providing information in a series of columns and rows. Lesson 7: Running an OBIEE Analysis

33 33 In addition, the same data is summarized in a graph view, below. As you hover your mouse over the graph view, you are provided with details as reflected in the table view above. Let’s try that. Lesson 7: Running an OBIEE Analysis

34 34 Let’s see what the Target Revenue (blue line) figure is for the Local Plants Dept. Lesson 7: Running an OBIEE Analysis

35 35 Hover over the blue line (Target Revenue), above the Local Plants Dept label in the graph. Lesson 7: Running an OBIEE Analysis

36 36 The table value that corresponds to that particular point on the graph is displayed. Lesson 7: Running an OBIEE Analysis

37 37 Let’s check the Revenue value (red line) for the same Department. Lesson 7: Running an OBIEE Analysis

38 38 Hover over the red line (Revenue), above the Local Plants Dept label in the graph. Lesson 7: Running an OBIEE Analysis

39 39 The Revenue figure is displayed. Lesson 7: Running an OBIEE Analysis

40 40 Let’s take a closer look at the table view portion of the analysis. Lesson 7: Running an OBIEE Analysis

41 41 This table displays revenue information for various Departments, providing a comparison of target versus actual revenue for those departments. It’s sorted by the Department column in ascending order. You can easily change the way the information in the table is sorted. Lesson 7: Running an OBIEE Analysis

42 42 Let’s remove the sort from the Department column and sort on the Over/(Under) Target column, in ascending order. Lesson 7: Running an OBIEE Analysis

43 43 When you hover your mouse over a column header, Up and Down arrows appear to allow you to sort on that column. Choosing the Up arrow sorts in ascending order. Choosing the Down arrow will sort the data in descending order. Lesson 7: Running an OBIEE Analysis

44 44 Click the Up arrow on the Over/(Under) Target column to re-sort the table view. Lesson 7: Running an OBIEE Analysis

45 45 The table is now re-sorted to show us the data in ascending order from the lowest-performing department to the highest, based on the Over/(Under) Target column. (Note the blue-shaded Up arrow now appearing in the Over/Under Target column header, indicating the new sort.) Lesson 7: Running an OBIEE Analysis

46 46 Some columns in an analysis may be drillable. Drillable columns are part of a hierarchical structure that has been established in the underlying table. These columns are set up to allow you to view different levels of the hierarchy by clicking on the column. Each click provides an additional level of detail, taking you one level deeper in the hierarchy. Columns that you can drill on appear as hyperlinks as you hover over them. Lesson 7: Running an OBIEE Analysis

47 47 Take a look at the Year column. This column has been set up as part of a hierarchy in the underlying table, and is drillable. Each click takes you one level deeper into the established hierarchy. In this example..: Year Half Year Quarter Month Lesson 7: Running an OBIEE Analysis

48 48 Click the Year column header to drill to the next level in the hierarchy, Half Year. Lesson 7: Running an OBIEE Analysis

49 49 We’ve now drilled down to the next level: Half Year. The table view now shows us Half Year 1 and Half Year 2 data for each Department. Let’s sort by Department again to see this more clearly. Lesson 7: Running an OBIEE Analysis

50 50 Hover over the Department column Header and click the Up arrow to resort the graph. Lesson 7: Running an OBIEE Analysis

51 51 Our data is now sorted by Department again. Notice how the drill is displayed. For each Department, two Half Years with corresponding values appear. Let’s drill one step further: to Quarters. Lesson 7: Running an OBIEE Analysis

52 52 Click on the Half Year column Header. Lesson 7: Running an OBIEE Analysis

53 53 We’ve now drilled down to the next level: Quarter. Another column has been added to the table view to display 4 quarters for each Department. Two quarters for each half year within a year. Lesson 7: Running an OBIEE Analysis

54 54 When we drilled to the Quarter level, we exceeded the default number of rows that display on a page (25 rows). Note the arrows beneath the table view. Lesson 7: Running an OBIEE Analysis

55 55 These arrows are buttons that are used to navigate through the data set. Lesson 7: Running an OBIEE Analysis

56 56 The Up arrows are currently displayed in gray, indicating they’re inactive (as long as you’re at the top of the data set) Lesson 7: Running an OBIEE Analysis

57 57 The down arrow and double-end arrow are currently active as indicated by their blue color. Lesson 7: Running an OBIEE Analysis

58 58 Let’s check out how these buttons work. Lesson 7: Running an OBIEE Analysis

59 59 When active, this button displays the first set of rows in the dataset. Lesson 7: Running an OBIEE Analysis

60 60 This button displays previous set of rows. Lesson 7: Running an OBIEE Analysis

61 61 This button displays next set of rows in the dataset. Lesson 7: Running an OBIEE Analysis

62 62 This button displays up to the maximum number of rows. Lesson 7: Running an OBIEE Analysis

63 63 Note that we are currently viewing the first 25 rows: Rows Lesson 7: Running an OBIEE Analysis

64 64 Click the down arrow. Lesson 7: Running an OBIEE Analysis

65 65 The next set of records (Rows 26-40) is displayed. Note that we’ve reached the end of the data set. Lesson 7: Running an OBIEE Analysis

66 66 You may have noticed that as you drilled deeper into the data, the graph view changed as well, to reflect the additional columns displayed in the table view. Lesson 7: Running an OBIEE Analysis

67 67 Click this button to return to the top of the data set. Lesson 7: Running an OBIEE Analysis

68 68 Let’s drill back up to see the data summarized by year again. Lesson 7: Running an OBIEE Analysis

69 69 This is accomplished by using the internet browser’s back button. Lesson 7: Running an OBIEE Analysis

70 70 Click the Internet Explorer’s back button. Lesson 7: Running an OBIEE Analysis

71 71 You’ve now drilled back one step. Notice that the Quarter column no longer appears Lesson 7: Running an OBIEE Analysis

72 72 Click the Internet Explorer’s back button to drill up one more level. Lesson 7: Running an OBIEE Analysis

73 73 You’ve drilled back to where you started. Lesson 7: Running an OBIEE Analysis

74 74 Notice the links available at the bottom of the analysis. These links allow you to launch additional tasks related to this analysis. Lesson 7: Running an OBIEE Analysis

75 75 Edit will display the analysis in the OBIEE analysis editor, allowing you to see how the analysis is structured, and make changes if you’d like. Lesson 7: Running an OBIEE Analysis

76 76 Refresh will launch the analysis again and re-open it, reflecting any data updates that may have occurred in the SWIFT Data Warehouse since the analysis was last run. Lesson 7: Running an OBIEE Analysis

77 77 Print allows you to Print the analysis to a variety of formats. Lesson 7: Running an OBIEE Analysis

78 78 Export is used send the data provided in the analysis to a variety of available formats (i.e. PDF, Microsoft Excel, etc.). Lesson 7: Running an OBIEE Analysis

79 79 Add to Briefing Book is used send the data provided in the analysis to an OBIEE Briefing Book, providing an additional method to organize and share information retrieved through OBIEE. Lesson 7: Running an OBIEE Analysis

80 80 Notice that the Global Header still appears at the top of the page, allowing you to navigate away from this analysis when you’re ready. Lesson 7: Running an OBIEE Analysis

81 81 Terminology Review Lesson 7: Running an OBIEE Analysis

82 82 Terminology Review Compound Layout Drill Hierarchical Column View An OBIEE analysis that includes more than one view of the same data. For example, an analysis may be presented in a Compound Layout that includes the data displayed in a table view plus the same data summarized in a graph view. The ability to click on a piece of data to view a different level of detail. A column in an OBIEE subject area that is part of an established hierarchy within the underlying table. These columns may be presented as “drillable” in OBIEE views. A particular way to display data in a section of an OBIEE analysis (or dashboard). Examples include tables, graphs, titles, gauges, etc. Lesson 7: Running an OBIEE Analysis


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