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Oracle BI 11gR1: Create

Analyses and Dashboards

Activity Guide

D63510GC50

Edition 5.0 | January 2015 | D89835


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Copyright 2015, Oracle and/or its affiliates. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy andprint this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorizationof Oracle.

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owners.

Authors

Lisa Alexander, Nitika Sharma

Technical Contributors and Reviewers

Abhinav Agarwal, Foluke Laleye, Brian MacDonald, Sergiy Pecherskyy, Nikki Sanger, PhilScott, Kasturi Shekhar, Scott Silbernick

This book was published using: OracleTutor


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Oracle BI 11g R1: Create Analyses and Dashboards Table of Contents

i

Table of Contents

Practices for Lesson 1: Course Introduction ............. ............. ............. ............. ............. ............. ............. 1-1

Practices for Lesson 1: Course Introduction ............................................................................................. 1-2

Practices for Lesson 2: Introduction to Oracle Business Intelligence Enterprise Edition ...................... 2-1

Practices for Lesson 2: Overview ............ ............. ............. ............. ............ ............. ............. ............. ....... 2-2

Practice 2-1: Exploring Oracle BI Presentation Services ........................................................................... 2-3

Practices for Lesson 3: Working with Oracle Business ............. ............. ............. ............. ............. .......... 3-1


Practice 3-1: Creating and Formatting Analyses ....................................................................................... 3-3

Practice 3-2: Controlling the Display of Columns Added to Analyses ............ ............ ............. ............. ....... 3-23

Practices for Lesson 4: Filtering Data in Analyses ............. ............. ............. ............. ............. ............. .... 4-1


Practice 4-1: Adding Filters to Analyses ................................................................................................... 4-3

Practice 4-2: Adding an Inline Prompt to an Analysis ................................................................................ 4-8

Practice 4-3: Using a Saved Analysis as a Filter ............ ............. ............ ............. ............. ............. ........... 4-13

Practice 4-4: Editing SQL for a Column Filter ........................................................................................... 4-15

Practices for Lesson 5: Selecting and Grouping Data for Analyses ........... ............. ............. ............. ...... 5-1Practices for Lesson 5: Overview ............ ............. ............. ............. ............ ............. ............. ............. ....... 5-2

Practice 5-1: Using Selections, Groups, and Calculated Items to Manage Analysis Results ........... ............ 5-3

Practice 5-2: Adding Groups and Calculated Items to an Analysis ............................................................ 5-13

Practice 5-3: Including Selected Members Based on Family Relationships ............ ............. ............. .......... 5-19

Practice 5-4: Executing a Direct Database Analysis.................................................................................. 5-26

Practices for Lesson 6: Adding Views to Analyses ............ ............. ............. ............. ............. ............. .... 6-1


Practice 6-1: Modifying and Formatting Views .......................................................................................... 6-3

Practice 6-2: Using the Table View .......................................................................................................... 6-22

Practices for Lesson 7: Showing Results with Pivot Tables............ ............. ............. ............. ............. .... 7-1

Practices for Lesson 7: Overview ............ ............. ............. ............. ............ ............. ............. ............. ....... 7-2Practice 7-1: Working with Pivot Tables ................................................................................................... 7-3

Practice 7-2: Displaying Running Sums in Pivot Tables ............................................................................ 7-13

Practices for Lesson 8: Working with Additional Views in Analyses .............. ............. ............. ............. . 8-1


Practice 8-1: Using the Trellis View ............. ............. ............. ............. ............. ............. ............. ............. .. 8-3

Practice 8-2: Adding a Column Selector to an Analysis ............. ............. ............. ............ ............. ............. 8-14

Practice 8-3: Working with Views ............................................................................................................. 8-17

Practice 8-4: Creating Performance Tiles ................................................................................................. 8-28

Practice 8-5: Linking Views Together ....................................................................................................... 8-33

Practices for Lesson 9: Visualizing Data: Gauges and Maps ............. ............. ............ ............. ............. .. 9-1

Practices for Lesson 9: Overview ............ ............. ............. ............. ............ ............. ............. ............. ....... 9-2Practice 9-1: Showing Results as a Gauge .............................................................................................. 9-3

Practice 9-2: Using Map Views ................................................................................................................ 9-6

Practice 9-3: Setting Up Layers and Background Maps ............................................................................ 9-12

Practices for Lesson 10: Scorecards and Key Performance Indicators ............ ............. ............. ............ 10-1

Practices for Lesson 10: Scorecards and Key Performance Indicators ............ ............. ............. ............. ... 10-2

Practices for Lesson 11: Measuring Results with Scorecards and KPIs ............. ............. ............. .......... 11-1

Practices for Lesson 11: Overview ........................................................................................................... 11-2


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Practice 11-1: Measuring Results with KPIs ............................................................................................. 11-3

Practice 11-2: Building a Scorecard ......................................................................................................... 11-24

Practices for Lesson 12: Creating Oracle Business Intelligence Dashboards ........................................ 12-1


Practice 12-1: Adding Content and Pages to a Dashboard ....................................................................... 12-3

Practices for Lesson 13: Configuring Oracle Business Intelligence Dashboards................................... 13-1


Practice 13-1: Embedding Content in a Dashboard .................................................................................. 13-3

Practices for Lesson 14: Creating Dashboard Prompts and Variables ................. ............. ............. ........ 14-1


Practice 14-1: Overview .......................................................................................................................... 14-3

Practices for Lesson 15: Integrating BI Content with MS Office ............. ............. ............. ............. .......... 15-1


Practice 15-1: Setting Up Smart View ...................................................................................................... 15-3

Practice 15-2: Inserting Views into Smart View Clients ............................................................................. 15-7

Practices for Lesson 16: Working with BI Content in Smart View ............ ............. ............. ............. ........ 16-1


Practice 16-1: Working with Oracle BI Views in Smart View Clients ............... ............. ............. ............. .... 16-3Practice 16-2: Creating and Publishing Views Using the View Designer ........... ............. ............. ............. .. 16-24

Practices for Lesson 17: Oracle Business Intelligence Mobile ............. ............. ............. ............. ............ 17-1

Practices for Lesson 17: Oracle Business Intelligence Mobile ............. ............. ............. ............ ............. ... 17-2

Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile AppDesigner .................................................................................................................................................... 18-1


Practice 18-1: Creating a Basic Mobile App ............................................................................................. 18-3

Practice 18-2: Designing Apps with Tile Pages......................................................................................... 18-23

Practices for Lesson 19: Using Oracle Business Intelligence Delivers ............. ............. ............. ............ 19-1


Practice 19-1: Creating and Delivering an Agent ...................................................................................... 19-3

Practices for Lesson 20: Administering the Presentation Catalog ............. ............. ............. ............. ...... 20-1


Practice 20-1: Administering Presentation Catalog Objects and Managing Permissions with Users and Roles .............................................................................................................................................................. 20-3

Practice 20-2: Working with Oracle BI Briefing Books ............................................................................... 20-15

Practice 20-3: Working with Favorites ...................................................................................................... 20-21


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Practices for Lesson 1: Course Introduction

Chapter 1 - Page 1

Practices for Lesson 1:Course Introduction

Chapter 1


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Chapter 1 - Page 2


There are no practices for Lesson 1.


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Practices for Lesson 2: Introduction to Oracle Business Intelligence Enterprise Edition

Chapter 2 - Page 1

Practices for Lesson 2:Introduction to OracleBusiness IntelligenceEnterprise Edition

Chapter 2


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Chapter 2 - Page 2

Practices for Lesson 2: Overview

Practice Overview

In this practice, you explore the Oracle Business Intelligence user interface.


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Chapter 2 - Page 3

Practice 2-1: Exploring Oracle BI Presentation Services

Goal

In this practice, you gain familiarity with the main elements of the Oracle Business IntelligenceEnterprise Edition user interface.

ScenarioLog in to Oracle BI Presentation Services, navigate to the Home page, and explore the searchcapabilities and the Global Header options to become familiar with common Oracle BI tools,options, objects, and editors.

Time

1015 minutes

Task

After logging in to Oracle Business Intelligence Enterprise Edition (Oracle BI EE), you see eithera personal dashboard or the Home page (depending on how your preferences are set). TheHome page is a task-oriented centralized page that combines with the Global Header to provideaccess to Oracle BI EE objects and their editors (required by report and dashboard developers).

In this practice, you explore the Home page and Global Header to familiarize yourself with themultiple approaches for navigating to the areas of Oracle BI EE that support your work.

Starting Oracle Business Intelligence Presentation Services

1. Sign in to Oracle BI EE:

a. In a browser, enter the URL for Oracle BI EE using the following format:http://:/analyticsYour instructor will provide you with the correct URL.For example, the URL may be:http://localhost:7001/analytics

b. On the Sign In screen for Oracle BI EE, enter the user ID and password for a user withBI Administrator privileges, as provided by your instructor. (The default BI administratoris theweblogicuser and the password iswelcome1.)

c. Click Sign In.

The Home page is displayed.


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Chapter 2 - Page 4

2. In the left pane of the Home page, notice the Create section, which provides quick accessto editors for many Oracle Business Intelligence object types. When you create an object,the appropriate editor is launched so that you can quickly begin creating and working withobjects. You learn more about using the Create section to create objects in subsequentpractices.

Browsing Oracle BI Objects in the Presentation Catalog

1. In the Browse/Manage section, click the All Content link and select Browse Oracle BIPresentation Catalog. This option (or the Search option) opens the Catalog page, whichincludes tools and panes that enable you to explore the available Catalog folders. Whenyou browse the Catalog, the Folders pane is displayed to the left of the list of selectedfolders and objects.

2. Browse folders:

a. Click the Show/Hide Folders Pane button to hide the Folders pane.

b. Click the Show/Hide Folders Pane button again to show the Folders pane. You can

also use the collapse pane arrow to hide and show the Folders pane.c. In the Folders pane, expand My Folders.

d. Select the BISAMPLEfolder and notice that five analyses are displayed in the Cataloglist on the right.

e. Click My Folders.

f. Click the Refresh button to refresh both the list and the Folders pane.

3. Search the Catalog:

a. Click the Search button to open the Search pane.

b. Expand the Location drop-down list and notice that you can search My Folders,Shared Folders, or All locations.

c. Expand the Type drop-down list and notice that you can search by any Catalog objecttype.


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Chapter 2 - Page 5

d. Enter BISAMPLEin the Search field, select All in both the Location and Type drop-downlists, and click Searchto search the Catalog for the Supplier Sales subject area object.

4. Search from the Global Header:

a. In the Global Header, expand the Search drop-down list and notice that you can alsoenter search criteria for any object type in the Catalog.

b. In the Global Header, enter BISAMPLEin the Search field, select Allin the drop-downlist, and click the Searchbutton to run the same Catalog search.

5. In the Catalog list, notice that you can sort objects by type (for example, filters, analyses,folders, or dashboards) and you can sort them by object properties.

6. View the available tasks for the BISAMPLE folder:

a. Toggle to the Folderspane.

b. Select My Foldersin the Folders pane. Then, in the Catalog list, select the BISAMPLEfolder.

c. Notice the toolbar on the Catalog page.

The toolbar is context sensitive, depending on the object type that you select. Using

the toolbar buttons, you can copy and paste objects in the Catalog and delete

them . Depending on the object type selected, you can also open , edit ,

print , and export .


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Chapter 2 - Page 6

d. Click Moreunder the BISAMPLE folder. Notice that there are links that enable you toperform these and other actions with selected objects.

Some of these additional actions include setting properties and permissions, archiving,restoring or renaming objects, and creating shortcuts for storage in other parts of thePresentation Catalog. Any stored object appearing on the Catalog page or Home pagecan be edited or manipulated by using these links.

e. Notice the Tasks pane at the bottom-left corner of the page. Options are also availablein the Tasks pane, which contains context-sensitive tasks that can be performed on aselected object. Above the options is the name of the object to which the task youselect will be applied.


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Chapter 2 - Page 7

7. Open an analysis:

a. In the Global Header, click the Home link to navigate back to the Home page. Belowthe Catalog folders in the Browse/Manage section, there are several predefinedsearches to retrieve different objects belonging to you that are stored in your personalCatalog folders.

b. Click the My Analyseslink to open the Search pane. By default, the search criterion isa wildcard, the search location is My Folders, and the search type is Analysis.

c. In the Name field, enter *Sales*to search for analyses with the word Salesin thetitle.

d. Click Searchto locate all the Analysis objects in My Folders.

e. You should see the following two analyses in the BISAMPLE folder:

f. Click the Openlink for the Basic Region Salesanalysis. The analysis opens forviewing.


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Chapter 2 - Page 8

g. Use the browsers Backbutton to navigate back to the Catalog page, and then openthe Sales by Sales Rep and Stateanalysis.


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Chapter 2 - Page 9

8. Navigate recent objects:

a. Return to the Homepage.

b. Notice the Recentsection of the Home page. In the Dashboards section, all of therecently accessed dashboards are listed. In the Others section, all recently accessednon-dashboard objects are listed. Examples of non-dashboard objects includeanalyses, filters, groups, calculated items, Key Performance Indicators, and so on.

c. Confirm that both of the analyses that you recently viewed are visible in the Otherssection: Sales by Sales Rep and Stateand Basic Region Sales.

d. Click the Openlink for the Basic Region Salesanalysis to view the analysis.

e. Use the browsers Backbutton to navigate back to the Home page.

f. Click the Editlink for the Basic Region Salesanalysis. The analysis opens in theAnalysis Editor. You use the Analysis Editor to create, edit, and format analyses insubsequent practices.

g. Return to the Homepage.

h. In the Global Header, click Openand notice that the analyses are also listed here in aRecent list.

i. Click Basic Region Salesto open the analysis in the Analysis Editor. This is anothermethod to open recently viewed objects.

j. Navigate back to the Home page. Notice that the Most Popular list is not currentlypopulated with BI objects from the Catalog. The Most Popular list is composed ofobjects that are most frequently accessed by you and members of the team who shareyour shared folders in the Presentation Catalog.


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Chapter 2 - Page 10


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Practices for Lesson 3: Working with Oracle Business

Chapter 3 - Page 1

Practices for Lesson 3:Working with OracleBusiness

Chapter 3


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Chapter 3 - Page 2


Practices Overview

In these practices, you create and format analyses.


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Chapter 3 - Page 3

Practice 3-1: Creating and Formatting Analyses

Goal

In this practice, you create and format analyses.

Scenario

You create and format new analyses, view the results, and save the analyses in the Catalog.

Time

2530 minutes

Creating a Basic Analysis

1. If it is not already started, start Oracle Business Intelligence Presentation Services and signin.

a. In a browser, enter the URL for Oracle BI EE using the following format:http://:/analyticsYour instructor will provide you with the correct URL.For example, the URL may be:

http://localhost:7001/analytics.b. On the Sign In screen for Oracle BI EE, enter the user ID and password for a user with

BI Administrator privileges, as provided by your instructor.

c. Click Sign In.

2. Create an analysis for customer sales by region and area.

a. On the Home page, in the Create section, click Analysisto navigate to the AnalysisEditor.

b. In the Select Subject Area pop-up menu, click A Sample Sales. The A SampleSales subject area is displayed in the Subject Areas pane in the Analysis Editor.

c. Expand Customers > Cust Regionsto display the customer columns related toregions.

d. In the Customer dimension, drag the C50 Regioncolumn to the Selected Columnspane to add it to the analysis.

e. In the Customer dimension, double-click the C51 Areacolumn to add it to the analysis.

f. Check your work:

3. Review the results of the analysis that you just created. Click the Resultstab. Notice thatthe results appear in a table format in the Compound Layout. This is the default for tableswith attribute columns. For analyses that include a hierarchy column, the default CompoundLayout includes a pivot table.

4. Add country names to the analysis:

a. In the Subject Areas pane, expand Customers > Cust Regions.

b. Double-click C52 Country Nameto add the column to your analysis.

c. Scroll down to view additional rows in the table.

d. Click the Criteriatab and verify that the column has been added to the criteria for theanalysis.


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Chapter 3 - Page 4

5. Edit the table properties:

a. Click the Resultstab.

b. In the Compound Layout, click the Edit Viewbutton for the Table view.

c. Notice that the Layout pane is displayed. You learn more about the Layout pane inLesson 6: Modifying and Formatting Basic Views. For now, collapse the Layout paneso that it is not visible.

d. Click the Table View Properties button to explore the properties that you can setfor the table in the Table Properties dialog box.

e. In the Data Viewing section, select Content paging.

f. Click OKto accept the other default settings and to close the Table Properties dialogbox. The screenshot shows the paging controls at the bottom of the table:

Content paging was the default display behavior in Oracle BI prior to version 11.1.1.7.


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Chapter 3 - Page 5

6. Modify the analysis by adding a measure column.

a. In the Subject Areas pane, expand the Facts > Base Facts folder. Notice that measurecolumns, which contain measures that can change for each record and can be addedup or aggregated in some way, are denoted with a yellow column icon. Double-click the1- Revenue column to add it to the analysis, and check your results. The followingscreenshot shows only a partial view of the table:

b. Click Doneto close the Table view editor and return to the Compound Layout, whichincludes a Title view and a Table view.

c. Click the Criteriatab to verify that the 1-Revenue column is added to your analysiscriteria.

7. Save the analysis in a new folder in the My Folders section of the Presentation Catalog.

a. Click the Save Analysis button . The Save As dialog box is displayed.

b. Select My Foldersin the Folders pane of the dialog box.

c. Click the New Folderbutton . The New Folder dialog box appears.

d. Name the new folder by entering MySalesin the Name field.

e. Click OK. The new folder is created in My Folders.

f. Click the My Salesfolder.

g. In the Namefield, enter Sales by Country.

h. Click OK. The Sales by Country analysis is saved in the My Sales folder in the My

Folders section of the Presentation Catalog.

Creating an Analysis with Hierarchy Columns

1. Create and view the results of an analysis that includes the Product hierarchy:

a. In the Global Header, select New> Analysis.

b. In the Select Subject Area pop-up menu, click A Sample Sales.


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Chapter 3 - Page 6

c. In the Subject Areas pane, expand the Productsdimension and expand the ProductsHierarchyhierarchical column to explore its members, each of which represents alevel in the Product hierarchy. Notice that hierarchical columns are denoted by a

hierarchical column icon .

d. Notice that the levels in the Product hierarchy are Total Products, Brand, LOB (Line ofBusiness), Type, and Product.

e. Double-click the Products Hierarchyhierarchical column to add it to the SelectedColumns pane.

f. Expand the Facts > Base Facts folder and double-click the 1-Revenue column to addit to the analysis.

2. View the analysis results:

a. Click the Resultstab. Notice that the Compound Layout defaults to a pivot table whenan analysis includes a hierarchy column.


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Chapter 3 - Page 7

b. In the pivot table, expand the Total Productslevel of the hierarchy column to view thesales of its child members in the hierarchy.

c. Expand further to view the child members at each level in the hierarchy. When youreach the last level in the hierarchy (which is known as the leaf level), notice that thelevel no longer has an expansion icon.

d. Collapse the Total Productshierarchy level.

e. Click the Save Analysisbutton and save the analysis as ProductSalesin My

Folders > My Sales.

Viewing Saved Analyses in the Presentation Catalog

1. Click the Homelink in the Global Header to navigate back to the Home page, which offersmultiple ways to easily access content in the Presentation Catalog. You can select ananalysis in the Recent list, search the Presentation Catalog under Browse/Manage, or clickOpen to open analyses in the Catalog.

2. In the Recent section, click theOpen link for the Product Salesanalysis. The analysis isexecuted and the results are displayed in the default Compound Layout.

3. Expand the hierarchy to view the results.

4. Return to the Home page and click the Editbutton for the Sales by Countryanalysis. The

analysis is opened in the Analysis Editor, where you can manipulate analysis content,formatting, and views.

Modifying an Analysis

1. Modify the Sales by Country analysis to sort areas in descending order within their regiongroupings, and to sort countries by revenue in ascending order.

a. Click the Criteriatab.


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Chapter 3 - Page 8

b. Click the More Optionsbutton for the C50 Region column and select Sort >Sort

Ascending. The column icon changes to indicate an ascending sort .

c. Click the More Options button for the C51 Area column and select Sort > AddDescending Sort. The column icon changes to indicate an ascending sort.Note:The number 2 to the right of the column icon indicates that this is a secondarysort. In this case, the C50 Region column represents the primary sort, as indicated bythe number 1 to the right of its column icon.

d. Click the More Optionsbutton for the 1-Revenue column and select Sort >AddAscending Sort. The column icon changes to indicate an ascending sort.

e. Click the Resultstab to verify the sort.

Notice that the areas are sorted in descending order within their respective regions,and countries for each area are sorted in ascending order by revenue.


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Chapter 3 - Page 9

2. Format the 1-Revenue column to display currency in dollars, displayed with the dollar sign($) and two decimal places.


b. To create more space and simplify the Analysis Editor, click the sideways trianglebutton to close the Subject Areas and Catalog panes.

c. Click the More Optionsbutton in the 1-Revenue column and select Column

Properties. The Column Properties dialog box appears.d. Click the Data Formattab.

e. Select the Override Default Data Formatcheck box.

f. In the Treat Numbers As drop-down list, select Currency.

g. In the Currency Symbol drop-down list, select $.

h. In the Negative Format drop-down list, select Minus: -123.

i. In the Decimal Places drop-down list, select 2.

j. Select the Use 1000s Separatoroption.

k. Click the Save As Defaultbutton and select Save as the system-wide default forBase Facts.1-Revenueto save this formatting as the default for the 1-Revenuecolumn.

Note:If your class has a multiuser environment, only the first user to change thesetting will affect system defaults.

l. Click the Resultstab to verify the formatting.

-

3. Change the Revenue column format to appear as whole dollar amounts without decimalpoints.


b. Click the More Optionsbutton in the 1-Revenue column and select ColumnProperties. The Column Properties dialog box appears.

c. Click the Data Formattab.

d. Select the Override Default Data Formatcheck box.

e. In the Decimal Places drop-down list, select 0.f. Click the Save As Defaultbutton and select Save as the system-wide default for

Base Facts.1-Revenueto save this formatting as the default for the 1-Revenuecolumn.

Note:If your class has a multiuser environment, only the first user to change thesetting will affect system defaults.


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Chapter 3 - Page 10

g. Click the Resultstab to verify the formatting.

Formatting the Table View

1. Center the alignment of the country column:

a. Click the Edit Viewbutton in the table below the title in the Compound Layout.

b. In the Layout Pane, click the More Options button for the C52 Country Namecolumn and then select Format Values. The Edit Format dialog box is displayed.

c. In the Cell section, select Centerin the Horizontal Alignment drop-down list.

d. Click OKand verify that country values are now centered.


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Chapter 3 - Page 11

2. Copy the Country Name column formatting and apply it to the C51 Area column:

a. Open the Edit Format dialog box again (format values for the C52 Country Namecolumn).

b. Click the Copy Cell Format button and then click Cancel to close the Edit Formatdialog box.

c. Open the Edit Format dialog box to format values for the C51 Areacolumn.

d. Click the Paste Cell Format button to paste the formatting from the C50 CountryName column cells.

e. Notice that the Horizontal Alignment field changes to Center.

f. Click OKand verify that the area column values are now centered.

g. Return the C51 Area and C52 Country Name column settings back to the defaults andcheck the results. You can do this either by resetting to the default in the drop-down listin the Edit Format dialog box or by clicking the Clear Cell Format (restore defaults)

button .

h. (Optional)Explore some of the other formatting options that are available in the EditFormat dialog box. When you understand the options, click OKto close the dialog box.

3. Modify and format the C52 Country Name column heading in the Table editor. This changeaffects only the column heading in the Table view. Later, you set a column heading globallyfor the column.

a. In the Layout Pane, click the More Options button for the C52 Country Namecolumn and select Format Headings. The Edit Format dialog box is displayed.

b. In the Caption text box, enter Country.

c. In the Cell area, click the Background Colorselector to display the Color Selectordialog box.

d. Select the orange color, and then click OK.

e. Click OKto close the Edit Format dialog box.


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Chapter 3 - Page 12

f. Verify the results of your changes.

g. Click Done to save your changes, close the Table editor, and return to the CompoundLayout view.

Formatting View Containers

In the default Compound Layout, each of its views resides in a container. Modify the containersin the Compound Layout to change their background color to yellow, add spacing, and indentthe Table view.

1. In the container for the Table view in the Compound Layout, click the Format Container

button . The Format Container dialog box is displayed.

2. Set the background color of the container to yellow:

a. Click the Background Colorselector to display the Color Selector dialog box.

b. Select the yellow color, and then click OK.

3. Add padding to the top and left sides of the container:

a. Expand the Additional Formatting Options.

b. In the Indent (Left Padding) and Top Padding text boxes, enter 10.

c. Click OK.

4. Change the background color of the Title views container in the Compound Layout to

yellow. Then verify that your spacing and background color changes have been applied.


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Chapter 3 - Page 13

5. Preview how the Compound Layout will appear in a dashboard.

a. Click the Show how results will look on a Dashboard button to open the analysisin a new browser window.

b. After examining the results, close the dashboard previews browser window to return tothe Analysis Editor.

Applying a Column Format at the Analysis Level

At the analysis level, modify the C50 Region column to display Region, modify the C51 Areacolumn to display Sales Area, and the C52 Country Name column heading to display CountryName. This change affects the C52 Country Name column in every view of the analysis, unlessyou override it by a custom header that you define at the view level. Then add a custom headerand conditional formatting to the 1-Revenue column based on dollar amounts.


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Chapter 3 - Page 14

1. Modify the C50 Region, C51 Area, and C52 Country Name column headings in the columnproperties. This change affects the columns in all views of the analysis.

a. Click the Criteria tab.

b. In the Selected Columns pane, click the More Options button for the C50 Regioncolumn and select Column Properties. The Column Properties dialog box isdisplayed.

c. Click the Column Formattab.d. Select the Custom Headingscheck box.

e. In the Column Heading text box, enter Regions. Leave the folder heading as thedefault (Cust Regions). Depending on the permissions set by the administrator and thesecurity settings on the servers, you can select the Contains HTML Markup option toinclude HTML tags, Active-X objects, and JavaScript and VBScript in your headings.

f. Click OKto close the Column Properties dialog box.

g. Repeat these steps to add the following custom headings:

C51 Area = Sales Areas

C52 Country Name = Countries

1-Revenue = Revenue

2. Navigate to the Results tab and the Criteria tab and verify that the new names aredisplayed in both places.

a. Click theResults tab to view the table in the Compound Layout. Notice that the namethat you set at the analysis level for C52 Country Name (Countries) is not reflected inyour results. This is because the table-level caption that you set for the column in theTable editor overrides the analysis-level setting that you just added to the column onthe Criteria tab.

b. To verify that your analysis-level change was applied, click the Criteriatab and verifythat the new column heading (Countries) is visible.


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Creating Conditional Formatting

1. Set up conditional formatting on the Revenue column:

a. In the Selected Columns pane of the Criteria tab, click the More Options button for theRevenue column and select Column Properties.

b. The Column Properties dialog box is displayed. Click theConditional Formattab.

c. Click the Add Conditionbutton, and then select Revenue. The New Condition dialog

box is displayed.d. In the Operator drop-down list, select is less than.

e. In the Value field, enter 100000.

f. Click OK. The Edit Format dialog box is displayed.

g. In the Font section, click the Colordrop-down list.

h. Select redfrom the color selector, and then click OK.

i. In the Style drop-down list, select Bold.

j. Click OK.

k. Repeat the process to create the following conditional formatting:

Criteria Operator/Value Color Style

Revenue Is between 100000 and 500000 Blue Bold

Revenue Is greater than 500000 Green Bold

l. Click OKto close the Column Properties dialog box after you finish.


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2. Click theResultstab to view the conditional formatting.

3. Click the Save Asbutton to save the analysis as a new analysis. Name the analysisFormatted Sales By Countryand save it in the My Salesfolder.

Adding Custom Formulas to the AnalysisConvert the Formatted Sales by Country analysis to an analysis that calculates a 10%increase in the actual dollar amount and then ranks customers by country based on this newprojection.

1. Add a formula to the Formatted Sales by Country analysis to increase the dollar amountby 10 percent.

a. Return to the Criteriatab.

b. In the Selected Columns pane of the Criteria tab, click the More Options button for theRevenuecolumn and then select Edit formula. The Edit Column Formula dialog boxis displayed.

c. Click at the end of the formula in the Column Formula field.

d. Click the Multiplybutton in the Formula Editor. An asterisk (*) is inserted at theend of the formula.

e. After the asterisk, enter 1.10.


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f. Deselect the Custom Headings option. Notice that the heading reverts to a defaultheading that indicates the changed formula.

g. Click OK to close the Edit Column Formula dialog box.

h. Click Resultsand verify that the dollar amount increases in your results. Notice thatthe formula is now displayed as the column heading and that the default formatting fordollars is no longer in effect, so that the column amounts again are displayed asnumbers rather than as currency.

2. Modify the formula to rank customers by dollar sales.

a. On the Criteria tab, click the More Options button for the 1-Revenue * 1.10 columnand then select Edit formula. The Edit Column Formula dialog box is displayed.

b. The text in the Column Formula field should be selected. If not, select the text in theColumn Formula field.


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c. Click the Insert Functionbutton . The Insert Function dialog box appears.

d. Expand the Aggregate functions group and select Rank. Notice that a description ofthe RANK function appears at the bottom of the window.

e. Click OKto close the Insert Function dialog box. The RANK function is added to theformula.

f. Click OKto close the Edit Column Formula dialog box. Notice that the RANK functionis added to the analysis criteria.


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g. Click Resultsand verify that the results are ranked. Notice that the countries areranked as a group without regard to their sales area or region.

3. Modify the formula to group the customer rankings by state and add a custom heading tothe column.

a. On the Criteria tab, click the More Options button for the RANK(1-Revenue *1.10)column and select Edit formula.

b. Change the formula by adding a bystatement to the expression in the ColumnFormula field: Rank(Base Facts.1-Revenue*1.10 by ).

c. In the Column Formula field, place the cursor at the end of the expression after theword by(inside the parentheses).

d. In the Available field, expand A Sample Sales > Customers > Cust Regions, selectthe C51 Areacolumn, and then click the Add Column button to add the area columnto the formula.

e. Select the Custom Headingscheck box.f. In the Column Heading field, enter RANK (Revenue by Sales Area).

g. Click OK.

h. Check your analysis on the Criteria tab:


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i. Click the Resultstab to view the results. Notice that the customer rankings are nowgrouped by sales area.

4. Save this analysis as a new analysis.

a. Click the Save Asbutton.

b. Name the analysis Ranked Sales by Countryand save it in the My Sales folder.

Formatting the Product Sales Analysis1. In the Global Header, select Open> Product Sales to open the Product Sales analysis

from the Recent list.

2. Create a custom column heading for the product hierarchy:

a. Click the Criteria tab.

b. Click the More Optionsbutton for the Products Hierarchy column and select ColumnPropertiesto open the Column Properties dialog box. Notice that you can set columnproperties globally (similarly to attribute columns).

c. Click the Column Formattab.

d. Select Custom Headings.

e. Change the column heading to Products.f. Click OK and verify your results:


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3. Add conditional formatting to the product hierarchy so that products are displayed with a redbackground color when 1-Revenue column values are less than $3,000,000:

a. Click the More Optionsbutton for the Product column and select Column Propertiesto open the Column Properties dialog box again.

b. Click the Conditional Formattab.

c. Click Add Condition, and then select 1-Revenue.

d. The New Condition dialog box is displayed. In the Operator drop-down list, select isless than. Then enter 3000000in the Value text box.

e. Click OK.

f. The Style tab of the Edit Format dialog box is displayed. In the Cell section, select red(#FF0000) in the Background Color drop-down list, and then click OK.

g. Click OK to close the Edit Format dialog box. Verify your condition:

h. Click OKto close the Column Properties dialog box.

4. View your analysis results:

a. Click the Resultstab.b. Expand the hierarchy to view the leaf nodes under Total Products > BizTech >

Electronics > Accessories and Total Products > BizTech > Electronics > Audio. Noticethat the conditional formatting that is set at the column level is applied to all levels inthe hierarchy that meet the condition.

5. Create a conditional format for the Product hierarchy level so that individual products aredisplayed with a green background color when 1-Revenue column values are greater than$3,000,000:


b. Expand the Products hierarchy column to display level-based options.


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c. Click the More Optionsbutton for the Product hierarchy level and select HierarchyLevel Properties. The Hierarchy Level Properties dialog box is displayed.

d. Click the Conditional Formattab. Add a condition that when the value in the 1-Revenue column is greater than $3,000,000, the cell background color is set to green.

e. Click OKto close the Hierarchy Level Properties dialog box.6. Click theResultstab to verify that the Product level is displayed as expected. Expand the

hierarchy to the leaf level under Total Products > HomeView > TV > LCD and TotalProducts > HomeView > TV > Plasma. Formatting that is set at the hierarchy leveloverrides formatting that is set at the column level.

7. Save the analysis as ProductHierarchySales.


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Chapter 3 - Page 23

Practice 3-2: Controlling the Display of Columns Added to Analyses

Goal

In this practice, you set an analysis property to specify how column results are displayed whencolumns are added to an analysis on the Criteria tab.

ScenarioSet the appropriate analysis property to specify how column results are displayed whencolumns are added to an analysis on the Criteria tab.

Time

1520 minutes

Tasks

1. Create a basic analysis to test the behavior of analysis properties.

a. Use the A Sample Sales subject area to create the following new analysis:C50 Region, 1-Revenue

b. Click Resultsto view the analysis.

2. Set analysis properties to display columns in existing and new views when the columns are

added on the Criteria tab.

a. Click the Edit Analysis Propertiesbutton to open the Analysis Properties dialogbox.

b. Click the Datatab.

c. Notice the options for Display of Columns Added in Criteria Tab. Make sure that theDisplay in existing and new viewsoption is selected. This is the default.

d. Click OK.

3. Add the Sales District column to the analysis.



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b. Add C51 Areato the analysis.

c. Click Results.

d. Confirm that the new column is displayed in the existing table view. Your results may

vary slightly from the following screenshot. This was the default behavior in versions ofOracle BI prior to 11gand is again the default behavior beginning with version 11.1.1.6.When the Criteria tab is used to add columns to existing views, the columns areautomatically displayed in the results. Compare this to the next set of steps, in whichcolumns added on the Criteria tab are excluded from the results of existing views.

e. If necessary, re-order columns on the Results tab by dragging the handle at the top ofthe column to a new position (a blue line indicates the insertion point). Change thecolumn order to C50 Region, C51 Area, 1-Revenue.


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4. Set analysis properties to exclude columns from new views when the columns are addedon the Criteria tab.


b. Click the Edit Analysis Propertiesbutton to open the Analysis Properties dialogbox.

c. Click the Datatab.

d. For Display of Columns Added in Criteria Tab, select Exclude from existingviews, but display in new views.

e. Click OK.

f. Double-click to add the P4 Brandcolumn to the analysis.

g. Click Results. Notice that the P4 Brand column does not appear in the results in theTable view.

h. Click the Edit Viewbutton for the Table view to open the View editor.

i. In the Layout pane, locate the Excluded section and notice that the P4 Brand column is

added here. This was the default behavior for all 11g versions until version 11.1.1.6.


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j. Drag the P4 Brandcolumn from the Excluded section and insert it after the C51 Areacolumn in the Columns and Measures section. A blue line indicates the insertionpoint.

k. Notice that the results are updated accordingly.

Do not save the analysis. There is no need to reset Analysis Properties to the default. Theproperties are reset to the default for each new analysis. The choice of display properties isincluded to accommodate users who are accustomed to using the Excluded pane.


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Practices for Lesson 4: Filtering Data in Analyses

Chapter 4 - Page 1

Practices for Lesson 4:Filtering Data in Analyses

Chapter 4


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Practices Overview

In these practices, you limit data by using filters and prompts.


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Chapter 4 - Page 3

Practice 4-1: Adding Filters to Analyses

Goal

In this practice, you add f ilters to limit the results that are returned by analyses.

Scenario

You use a variety of methods to add filters to analyses to limit query results.

Time

1015 minutes

Task

1. If it is not already started, start Oracle Business Intelligence Presentation Services and signin by using the URL and credentials provided by your instructor.

a. In a browser, enter the URL for Oracle BI EE using the following format:http://:/analyticsYour instructor will provide you with the correct URL.

For example, the URL may be:http://localhost:7001/analytics

b. On the Sign In screen for Oracle BI EE, enter the user ID and password for a user withBI Administrator privileges, as provided by your instructor.

c. Click Sign In.

2. Open the Formatted Sales by Country analysis.

a. Click the Catalogbutton in the Global Header.

b. In the Folders pane, navigate to My Folders > My Sales.

c. Click the Edit link under the Formatted Sales by Countryanalysis to open it in theAnalysis Editor.

3. Add a filter to show records from the APAC region only, without showing the Regions

column in your results.a. Click the Criteriatab.

b. Click the More Optionsbutton for the Regions column and select Column Properties.The Column Properties dialog box appears.

c. Click the Column Formattab.

d. Select the Hidecheck box at the upper-right corner.

e. Click OK.

f. Click the More Optionsbutton for the Regions column and select Filter. The NewFilter dialog box appears.

g. Notice that the is equal to / is inoperator is selected by default.

h. Click the Search icon next to the Value field to open the Select Values dialog box.This is one method for selecting column members to include in a filter. This method isadvantageous when there are many members. In this example, there are only threemembers of the Regions column.

i. Select APACin the Available list and click the Move button to add it to the Selectedlist.


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j. Double-click EMEA to add it to the Selected list. Double-clicking is another method foradding values to the Selected list.

k. Click OKto close the Select Values dialog box and return to the New Filter dialog box.l. Notice that APAC;EMEAis added to the Value field.

m. Click the Down Arrow icon for the Value field and notice that this is another methodfor picking filter values. In this example, APAC and EMEA are already selected. Noticethat it is also possible to Search from this drop-down list.

n. Leave the filter values set to APAC and EMEA and click OKto close the New Filterdialog box.

o. Notice that you are returned to the Criteria tab and that you have a new filter calledRegion is equal to / is in APAC; EMEA in the Filters pane.

p. Place your cursor on the filter and click the Edit Filterbutton.

q. In the Edit Filter dialog box, click the Down Arrow for the Value field.

r. In the drop-down list, deselect the EMEAcheck box.

s. Click OKto close the Edit Filter dialog box.t. Notice that the filter is updated in the Filters pane.

4. Use another method to add a second filter to show records from 2008 only.

a. Click the Create a filter for the current Subject Area button in the Filters pane.

b. Select More Columnsto open the Select Column dialog box.

c. Expand Timeand select the T05 Per Name Yearcolumn.


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d. Click OKto open the New Filter dialog box.

e. Click the down arrow for the Value field.

f. Select 2008and click OKto add the filter to the Filters pane. One advantage of usingthis method is that you do not have to add the column to the analysis and then hide it(as you did in the previous example).

g. Verify that both filters are now added to the Filters pane.

h. Click the ANDlink to change the filter syntax to OR.

i. Click ORto return the syntax to AND.

j. Click the Resultstab to view the results. Notice that neither Region nor Year is visiblein the results.

k. Click the icon at the bottom of the table; 28 rows are returned.

5. Save the filter as a named filter for use with other content.


b. Click the More Options button in the Filters pane and select Save Filters. The SaveAs dialog box appears.


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c. Click the Show Folder Treebutton and view the location in the folder tree that yourdefault location represents. The Save In field defaults to the My Folders/Subject AreaContents/A Sample Sales folder in the Presentation Catalog because saved filtersare among the objects saved and usable in their respective subject areas. The systemdefaults to the correct location to save such objects so that they are available for use inthe future from within the subject area.Note:If you are saving a subject areaspecific object like a filter or a selection or group

in the default My Folders section of the Presentation Catalog, it will be available inshared dashboards to only those people who have explicit access permissions.Depending on the planned use of the object, you may want to save it in a sharedsubject area folder so that it is more broadly available for use in analyses and shareddashboards.

d. Enter APAC Region, 2008in the Name field. Notice that the Replace current reportfilters with a reference to the saved filtercheck box is selected by default.

e. Click OK.

f. Verify that the current report filter now references the saved filter in the Filters pane.

6. Save the existing analysis with the filter.

a. Click the Save As button to open the Save As dialog box.

b. In the Folders pane, select My Folders > My Sales.

c. Name the analysis Formatted Sales by Country, APAC Region 2008.

d. Click OK.

7. Create a filter for the current and previous month by using variables.

a. Click the Homelink.

b. Click the Editlink to open the Sales by Countryanalysis in the Analysis Editor.

c. Click the Criteriatab.

d. Add the T32 Cal Monthcolumn to the analysis by expanding Time > AlternateCalendars and then dragging T32 Cal Monthfrom the Subject Areas pane to the rightof the C51 Area column.

e. In the Filters pane, click the Create a filter for the current Subject Area button andselect Alternate Calendars. T32 Cal Month.

f. In the Operatorfield, choose is equal to / is in.

g. Click the Add More Optionsbutton and select Repository Variable.

h. In the Repository Variable field, enter CURRENT_MONTH.Note:This training environment already includes repository variables namedCURRENT_MONTHand PREVIOUS_MONTH.

i. Click the Add More Optionsbutton and select Repository Variable.


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j. In the Repository Variable field, enter PREVIOUS_MONTH.

k. Click OKand verify that the filter appears in the Filters pane.

l. Click the Resultstab to review the results. The analysis should be filtered to show datafor only the current and previous month. Your results should look similar to thefollowing screenshot:

m. Use the Save Asbutton to save the analysis as Sales by Country for Currentand Previous Monthin the My Sales folder.

n. Leave Analysis Editor open for the next practice.


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Chapter 4 - Page 8

Practice 4-2: Adding an Inline Prompt to an Analysis

Goal

In this practice, you build an inline prompt that enables you to filter results.

Scenario

You use an inline prompt to constrain an analysis to obtain results that answer a particularquestion.

Time

1015 minutes

Task

1. Create an analysis and add an inline prompt.

a. Create the following new analysis by using the A Sample Salessubject area:

b. Click the Promptstab.

c. Click the Newbutton and select Column Prompt > Cust Regions.C50Region. The New Prompt dialog box appears.

d. In the Label field, enter Filter by Region. This caption will appear to the user.

e. Enter Filter by Regionin the Description field.

f. In the Operator drop-down list, select is equal to / is in.

g. In the User Input drop-down list, accept the default Choice List. Check yourselections:

h. Expand Options.i. Select the Limit values bycheck box and select All Promptsin the drop-down list.

Limiting values prevents a user from choosing values that result in no data. In thisexample, when a region is selected in the first prompt, only those areas that are in theregion are available for selection in the next prompt.

j. Deselect the Enable user to select multiple values andEnable user to type valuescheck boxes.


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k. Verify that the Require user input check box is not selected. If a selection is requiredfor the prompt, users see an asterisk next to the prompt. Users can bypass a selectionfor any filter prompt that appears without an asterisk.

l. Check your work:

m. Click OK. The prompt is added to the analysis.

2. Check your work.

a. Click the Previewbutton to display the prompt.

b. Click the Filter by Regiondrop-down list and verify that three regions appear:AMERICAS,APAC, andEMEA.

c. Close the preview browser window.

d. You can also check your work in the Display pane below the Definition pane.


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3. Repeat the steps outlined above and build two more prompts: One for Area and the otherfor Country. Use the screenshots below as a guide.

a. Build an Area prompt:


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b. Build a Country prompt:

c. If necessary, use the up and down arrows to set the execution order of the prompts sothat they appear in the following order:

4. Test your work by using the preview to verify the values.

a. Click the Previewbutton .

b. In the Filter by Region prompt, select APACfrom the drop-down list.

c. In the Filter by Area prompt, select Westfrom the drop-down list. Notice that onlyareas in the APAC region appear in the Filter by Area drop-down list.

d. In the Country prompt, select Indiafrom the drop-down list. Notice that only countriesin West appear.


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e. Click OK. The filtered analysis appears, displaying revenue for product brands in theAPAC region, in the West area and in the country of India.

f. Close the preview browser window.

g. Save the analysis as My Inline Column Filter Promptsin the My Sales folder.


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Chapter 4 - Page 13

Practice 4-3: Using a Saved Analysis as a Filter

Goal

In this practice, you create a f ilter based on the results of another saved analysis.

Scenario

Use a saved analysis as a f ilter to limit the number of rows that are returned for a new analysis.

Time

510 minutes

Task

By using the results of a saved analysis to filter a column in another analysis, you can ensurethat the results are limited to the same data set between related analyses.

1. Create and save an analysis to be used as a filter in another analysis.

a. Use the A Sample Sales subject area to create the following new analysis andassociated filter:

b. Click the Results tab. There should be 3 records. The screenshot shows only a portionof the records.

c. Save the analysis as Products - EMEA Region 2009in the My Sales folder.2. Create an analysis to be filtered by a saved analysis.

a. Use the A Sample Sales subject area to create the following new analysis:

b. Click the Results tab. There should be 9 records returned. These are all the productbrands in all regions. The screenshot displays only a portion of the results.

c. Click the Criteriatab.


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d. Click the Create afilter for the current Subject Area button in the Filters pane andselect Cust Regions.C50 Region. The New Filter dialog box appears.

e. In the Operator field, selectis based on results of another analysis.

f. Click Browseto select a saved analysis on which you want to base the filter.

g. In the Open dialog box, select the Products EMEA Region 2009analysis.

h. Click OK.

i. In the Relationship field, selectis equal to any.j. In the Use values in Column field, select C50 Region.

k. Click OK. The filter appears in the workspace.

l. Click the Results tab.

m. Verify that 3 rows are returned and that results include product brands in only theEMEA region.

n. Save the analysis as Product Sales - EMEA Region 2009in the My Salesfolder.


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Chapter 4 - Page 15

Practice 4-4: Editing SQL for a Column Filter

Goal

In this practice, you edit the SQL for a column filter in an analysis.

Scenario

You edit the logical SQL WHEREclause to be used as a filter to add another region to the filter.

Time

5 minutes

Task

Although it is generally not necessary to directly edit SQL in your analyses, it is sometimespreferable to directly edit the WHEREclause that is issued in the SQL for a f ilter.

1. Edit the SQL that is generated for a column filter.

a. Open the saved Products EMEA Region 2009analysis in the Analysis Editor.

b. On the Criteria tab, place the cursor on the filter and then click the Edit Filter button

for Region is equal to / is in EMEA.

c. In the Edit Filter dialog box, select the Convert this filter to SQLcheck box.

d. Click OKto open the Advanced SQL Filter dialog box.

e. In the Advanced SQL Filter text box, change Cust Regions.C50 Region = EMEA toCust Regions.C50 Region = APAC.


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f. Click OK. The edited filter appears in the workspace.

g. Click the Results tab.

h. Verify that the analysis now returns results for product brands in the APAC region.Again 3 records should be returned.

i. Save the analysis as Products APAC Region 2009in the My Sales folder.


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Practices for Lesson 5: Selecting and Grouping Data for Analyses

Chapter 5 - Page 1

Practices for Lesson 5:Selecting and Grouping Datafor Analyses

Chapter 5


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Chapter 5 - Page 2


Practices Overview

In these practices, you limit and group data by using selections, groups, and calculated items.Also, you create a direct database analysis.


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Chapter 5 - Page 3

Practice 5-1: Using Selections, Groups, and Calculated Items toManage Analysis Results

Goal

In this practice, you build a selection to retain only the members of an analysis that are pertinentto your business needs.

Scenario

You use selection steps to add, keep, and remove members based on direct selections as wellas criteria. The goal of the selection is to prune the analysis to include the top-selling salesrepresentatives in the East region, and to retain the current top-selling representative fromCalifornia, so that you can compare the sales representatives performance with the Easts topsellers.

Time

10-15 minutes

Task

1. Create an analysis that shows hierarchical customer data for Revenue and Billed Quantity.

a. Use the A Sample Sales subject area to create the following new analysis thatincludes the customer region hierarchy, revenue, and units (Billed Quantity).

b. Click the Resultstab.

c. Expand the Customers Totalhierarchy to examine the results and to view the levels inthe hierarchy.

d. Notice the 1-Revenueand 2-Billed Quantitytotals for the EMEA region and the NorthAmericaarea. You will use these values for comparison later in this practice.


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2. Create a selection to limit the results to only members in the EMEA region and in NorthAmerica.

a. Click the Show/Hide Selection Steps pane button on the toolbar to open theSelections pane in the Analysis Editor.

b. In the List drop-down list, select Measures. Notice that the measures are listed, butthere are no options to create a selection. This is because the analysis currentlyincludes a hierarchy column and two measure columns. Selections can be used only todetermine the membership of hierarchy and attribute columns in an analysis.

c. Select Allin the List drop-down list. A selection determining the membership of theCustomers Cust Region Hier hierarchy appears. Notice that, by default, the selectionstarts with all members of the hierarchy.

d. Place the cursor over step 1 in the selection, Start with all members, and click theEditbutton to open the Edit Member Step dialog box.

e. In the Action drop-down list, select Start with all members.

f. Notice that the Edit Member Step dialog box selection options are reduced, because ifthe first step is to select all members, it is not necessary to make any furtherselections.

g. In the Action drop-down list, select Start with Group or Calculated Item. Notice thatthe dialog box provides you access to the Presentation Catalog to select groups orcalculated items saved in a subject area.

h. In the Action drop-down list, select Start with selected members. The dialog boxdisplays the hierarchy so that you can select members from one or more levels in thehierarchy.

i. In the Available list, expand the Customers Total level of the hierarchy, select theEMEA region, and click the Movebutton to add it to the Selected list. Notice that agreen check mark appears in the list of members to indicate that a member has beenselected.


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j. Expand the AMERICAS region in the hierarchy, select North America, and add it tothe Selected list.

k. Click OKto close the Edit Member Step dialog box.

l. In the results, verify that the analysis now includes the EMEA region, with the addition

of North America from the AMERICAS region.

m. Notice also that the selection steps have been updated to Start with EMEA; NorthAmerica.


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3. Add another step to your selection to keep only the North America area, and the Europeand Northern areas from the EMEA region in your results.

a. Expand the EMEA region in your results and verify that the sales results for the sixareas sum to the total for EMEA.

b. In the Selection Steps pane, click Then, New Step > Select Members.

c. In the New Member Step dialog box, select Keep Onlyfrom the Action drop-down list.Notice that because you have an initial selection in the first step, you are now adding,keeping, or removing members from the original selection. Each step is applied

sequentially to arrive at the analysis selection.d. In the Available pane, expand Customers Total > EMEAto display the EMEA region

areas.

e. In the Available list, select Europe and Northernand move them to the Selected list.

f. Click OKto close the dialog box.


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g. Notice that the results are now limited only to the Europe and Northern areas. The restof the EMEA region has been removed from the analysis results along with the North

America area. The original selection from the first selection step is being limited to onlytwo areas because of the member selection.

h. Place the cursor over the Then, Keep only Europe; Northernselection step that youcreated and click the Edit button.

i. In the Edit Member Step dialog box, click the Remove Allbutton.


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j. In the Available list, select all of the EMEA areas except for Europe and Northern, andthen click the Movebutton to add them to the Selected list.

k. In the Action drop-down list, select Remove. This will remove the areas in the Selectedpane.

l. Click OK.

m. Verify that the results now display North America, EMEA, Europe, and Northern.

n. Now that you removed all of the other areas from the EMEA region, notice that the totalrevenue or billed quantity for EMEA did not change in the analysis. This is becauseselections, unlike filters, are applied after aggregation, so that in this case, the totalsales for the EMEA region include the aggregated results of all of its areas despite theremoval of some of the members from the analysis.

4. Change the selection steps to clarify possible confusion in the analysis.

a. Notice that confusion could arise in the analysis because the EMEA region total isdisplayed, for Europe and Northern, but North America does not have a related regiontotal.

b. To clarify the possible confusion, edit the existing selection steps to start with EMEAand AMERICAS, and then remove Africa, Eastern, Middle East, North Africa, Central,and South America.


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c. Verify that your results appear similar to the screenshot:

Notice in the screenshot that the North America area is expanded to the country level.Notice also that you could also spread these selections over multiple steps to achievethe same results.

5. To further simplify your analysis, add a selection step based on a condition to remove thecountries that fall in the bottom 50 percent based on revenue. The remaining countries inthe analysis represent the top 50 percent.

a. Expand the hierarchy to the Countrylevel for each area.

b. Click the Then, New Steplink and select Apply a Condition. The New Condition Stepdialog box appears.

c. Click the Condition Type drop-down list, and examine the variety of conditions thatyou can choose. Notice that each condition type includes an example. Notice that youcan use string matching or greater-than and less-than conditions, similarly to the filtersyou have built, to add, keep, or remove members.

d. Select Bottom 5% based on X.

e. In the Action drop-down lists, select Removeand specify the Cust Countrylevel in thehierarchy.


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f. In the Operator drop-down list, select is bottom.

g. In the Rank drop-down list, enter 50and select the % option. Notice that underneaththis option, you can also override the rank value with Repository, Session, andPresentation variables.

h. Keep the default measure, Base Facts.1-Revenue. You can also use the drop-downlist to select other measures present in your analysis or select one from the subjectarea.

i. Verify your selections:

j. Click OKand verify that your selection steps resemble the following:


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k. In the results, expand the hierarchies to show the members at the country level andverify that they have been reduced by half. There should now be fifteen members inthe analysis at the country level of the hierarchy, each of whom belongs to the top 50percent based on revenue.

l. Notice that the measure totals for the region and area levels remain the same despitethe removal of members from the analysis. Again, the aggregate measures are notaffected by the selection steps.

m. Save the analysis as Sales by Region Top Performers North America, Europe,and Northernin the My Sales folder.

6. Save your selection steps as a group. Groups and calculated items are treated as membersand can be saved in the Presentation Catalog and added as additional members to ananalysis. Note that a saved selection can be applied only to the same column from which itwas created in the original analysis.

a. Click the Save Selection Steps button in the Selections pane to the right of yourselection steps.

b. In the Save Selection Steps dialog box, enter Top Performers North America,Europe, and Northernas the name of the group.

c. Enter Top Performers NA and EUas the Display Label.

d. In the Save section, select the Stepsoption. Notice that this option generates theresults dynamically each time the saved group is used, so that future changes inrelative sales could change the membership of the group as the steps are applied. Theother option maintains the current membership as a group. Finally, notice that you canselect the Replace current steps with a reference to the saved groupoption to replacethe steps in the Selection Steps pane with the group name. Do not select this option.


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e. Notice that /My Folders/Subject Area Contents/A Sample Sales is selected by defaultas the save location.

f. ClickOKto save the selection steps.


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