1. 24 Copyright © 2009, Oracle. All rights reserved. Building Views and Charts in Requests

2. Copyright © 2009, Oracle. All rights reserved. 24 - 2 Objectives After completing this lesson, you should be able to: Add additional views of the data that is returned by the request Create and edit charts Perform common tasks in views Create and modify view types

3. Copyright © 2009, Oracle. All rights reserved. 24 - 3 Oracle Business Intelligence Views Have a many-to-one relationship with requests Use Oracle Business Intelligence presentation capabilities to help users look at results in meaningful ways Help identify trends and relationships in data when you use multiple views Are available for selection on the Results tab in Oracle Business Intelligence Answers

4. Copyright © 2009, Oracle. All rights reserved. 24 - 4 Descriptions of Business Intelligence Views Show the logical SQL that is generated for a requestLogical SQL Explanatory text if request does not return resultsNo Results Show results in a variety of chart formatsChart Document the meaning of special formatting used in resultsLegend Show request results as a ticker or marquee (similar to stock market tickers) Ticker Show results as one or more paragraphs of textNarrative Enable users to dynamically change the columns that appear in the resultsColumn Selector Show the filters that are in effect for a requestFilters Show results as dial, bar, and bulb-style gaugesGauge Swap row, column, and section headings to obtain different perspectivesPivot Table Show results in a standard row and column tableTable Add a title, subtitle, logo, link to help page, and time stampTitle Assemble different views for display on dashboardsCompound Layout DescriptionView Name

5. Copyright © 2009, Oracle. All rights reserved. 24 - 5 Compound Layout View Is the default view –Includes Title and Table views Enables the display of request results in multiple formats

6. Copyright © 2009, Oracle. All rights reserved. 24 - 6 Working with Views in the Compound Layout View Use the View drop-down list to select another view. Add a view to the compound layout by using the Add View buttons. Edit or drag views as necessary. 1 2 Add View buttons Print Options, formatting import, and refresh

7. Copyright © 2009, Oracle. All rights reserved. 24 - 7 Chart User Interface The Chart view has its own user interface: Preview results Chart columns Chart options Scale chart size

8. Copyright © 2009, Oracle. All rights reserved. 24 - 8 Chart Options Types of graphs include: Area Horizontal bar Bubble Vertical bar Line Line bar combo Pareto Pie Radar Scatter Step Funnel chart

9. Copyright © 2009, Oracle. All rights reserved. 24 - 9 Chart Options Edit the defaults for the chart by clicking the appropriate button. Format Chart Data Additional Charting Options Axis Scaling Axis Titles and Labels General Chart Properties Advanced Properties

10. Copyright © 2009, Oracle. All rights reserved. 24 - 10 Chart Columns Choose the columns in the request that are graphed. Columns on horizontal (x) axis Columns on the vertical (y) axis

11. Copyright © 2009, Oracle. All rights reserved. 24 - 11 Chart Scale Change the size of the graph by using the scale bars on the vertical and horizontal axes. Visibility of the items may change depending on the scale setting. Slide to change, and then click Redraw.

12. Copyright © 2009, Oracle. All rights reserved. 24 - 12 Formatting Charts Set the color and formatting of chart elements. Options depend on the chart type. Select chart component. Available options depend on the chart type. Set color. Click the Format Chart button.

13. Copyright © 2009, Oracle. All rights reserved. 24 - 13 Conditional Formatting in Charts Direct attention to a data element if it meets a certain condition. Set the color for elements meeting the condition. Click Add Condition.

14. Copyright © 2009, Oracle. All rights reserved. 24 - 14 Charting: Best Practices Use simple charts where possible. Two-dimensional charts can be easier to interpret than three-dimensional charts. Example: Use a bar graph rather than a pie chart if it conveys the information that you want to communicate.

15. Copyright © 2009, Oracle. All rights reserved. 24 - 15 Performing Common Tasks in Views Duplicating views Previewing how views will appear in dashboards Specifying report totals Specifying measure totals Combining values into bins Specifying table view properties Creating and modifying view types

16. Copyright © 2009, Oracle. All rights reserved. 24 - 16 Duplicating Views Create a copy of the view. The duplicate view has the numeral 2 appended. Select Duplicate View.

17. Copyright © 2009, Oracle. All rights reserved. 24 - 17 Previewing How Views Appear in Dashboards See how a collection of views will appear in a dashboard: The dashboard preview appears in a new window. Click the Preview button.

18. Copyright © 2009, Oracle. All rights reserved. 24 - 18 Specifying Report Totals Specify grand totals for reports or totals for individual columns. Grand Total button for report Break Total button for column Column total Report total Select total location. Select Report-Based Total. Format labels and values.

19. Copyright © 2009, Oracle. All rights reserved. 24 - 19 Specifying Measure Totals The default aggregation is Sum (set in repository). Set the aggregation type for measures to affect grand totals. The default aggregation rule is Sum. Edit Formula Measures

20. Copyright © 2009, Oracle. All rights reserved. 24 - 20 Combining Values into Bins Use bins to combine multiple values or ranges of values from a given column. The first bin combines day dollar values for the first half of January 1998. The second bin combines day dollar values for the second half of January 1998.

21. Copyright © 2009, Oracle. All rights reserved. 24 - 21 Creating Bins 1.Add bins. 2.Name and configure bins. 3.View bin results.

22. Copyright © 2009, Oracle. All rights reserved. 24 - 22 1. Add bins. Use the Bins tab in the Edit Column Formula dialog box. 1 2 3 4 5

23. Copyright © 2009, Oracle. All rights reserved. 24 - 23 2. Name and configure bins. Add, edit, delete, rename, and change the order of bins. Bin filter Add more bins Bin for all other values Bin name Edit bin name Delete bin Change bin order

24. Copyright © 2009, Oracle. All rights reserved. 24 - 24 3. View bin results. All instances of different values that make up the bin in the result set are replaced by the bin name. Navigate to the column formula tab to view the formula generated by the bin.

25. Copyright © 2009, Oracle. All rights reserved. 24 - 25 Specifying Table View Properties Specify the options to control the look and feel of table views. Paging controls location Rows per page Alternate green bar styling Column sorting in dashboards Cell formatting Border formatting Table width, height, and padding

26. Copyright © 2009, Oracle. All rights reserved. 24 - 26 Creating and Modifying View Types Title view Filters view Legend view Narrative view Ticker view Logical SQL view View Selector view

27. Copyright © 2009, Oracle. All rights reserved. 24 - 27 Title View To the results, you can add a title, subtitle, logo, link (to a customized help page), and time stamp. Enter a title or display a saved request name. Add a subtitle. Provide a link to a customized logo. Click the Edit button to modify the format. Display a time stamp. Provide a link to customized help.

28. Copyright © 2009, Oracle. All rights reserved. 24 - 28 Filters View Show the filters that are in effect for a request. Create a request and filter. The filters view displays filters that are in effect for the request. Content changes with drilldown.

29. Copyright © 2009, Oracle. All rights reserved. 24 - 29 Legend View Document the meaning of special formatting that is used in a request (such as custom colors). 1 2 4 3 5 6

30. Copyright © 2009, Oracle. All rights reserved. 24 - 30 Narrative View Add text to appear with results. Format text and add line breaks. Specify header text for narrative. Specify narrative text; use @n to include column results. Specify footer text for narrative. Enter optional row separator. Specify the number of rows to display.

31. Copyright © 2009, Oracle. All rights reserved. 24 - 31 Ticker View Display results as a marquee (results that scroll across the page). Set behavior, direction, width, and height. Set width and height in pixels or % of page. Use HTML to set text, formatting, and separators; use @n to include column results. Restore sample settings. Set the number of loops, delay time, and mouse over.

32. Copyright © 2009, Oracle. All rights reserved. 24 - 32 Notes Page

33. Copyright © 2009, Oracle. All rights reserved. 24 - 33 Logical SQL View Show the SQL that is generated for a request. Logical SQL generated by request Click Issue SQL to issue SQL directly against the Oracle BI Server (for testing purposes only).

34. Copyright © 2009, Oracle. All rights reserved. 24 - 34 View Selector View Select a specific view of results from a set of saved views. 1 2 3

35. Copyright © 2009, Oracle. All rights reserved. 24 - 35 Column Selector View You can change results dynamically based on the selected column. Select a column. The results change dynamically.

36. Copyright © 2009, Oracle. All rights reserved. 24 - 36 Column Selector View From the subject area in the selection pane, select the columns that you want in the selector. Select Include Selector. Add optional label. Add columns from the selection pane.

37. Copyright © 2009, Oracle. All rights reserved. 24 - 37 Summary In this lesson, you should have learned how to: Add additional views of the data that is returned by the request Create and edit charts Perform common tasks in views Create and modify view types

38. Copyright © 2009, Oracle. All rights reserved. 24 - 38 Practice 24: Overview This practice covers the following topics: Modifying views Creating a column selector