obiee 200 - fiscal & administrative training · a. logging in and out of obiee ... version #1.0...

OBIEE 200Training Guide

(Go-Live Edition)

Version #1.0

NOTESTABLE OF CONTENTS

1) Training Goal and Objectives

2) Introduction & Overview

A. Logging In and Out of OBIEE

B. Viewing Account Settings

3) Navigate the Home Page and Global Header

A. Overview of Home Page

B. Overview of Global Header

C. What is a Dashboard and “Canned” Reports

4) Creating an Analysis

A. Create a New Analysis

B. Setting Column Properties

C. Editing the Table View

D. Saving Analysis

E. Adding a Filter to the Analysis

F. Saving Filters

Creating an Analysis - Exercise One

G. Adding a Graph to an Analysis

H. Adding a Pivot Table to an Analysis (Manual Only)

Adding a Graph to an Analysis- Exercise Two

5) Working with Dashboards

A. Creating a New Dashboard

B. Working with Dashboards

6) Using an Agent

Adding your Analysis to a Dashboard – Exercise Three

7) Glossary

2Version #1.0 OBIEE 200

NOTESTraining Goal and Objectives

A. Training Goal

This is an Instructor Led hands-on course, designed for people

who need to learn how to navigate through OBIEE using the

Home Page and Global Header, dashboards, as well as create

employee-based analysis (reports) for Payroll and HR.

B. Objectives

Upon completion of this training, participants will be able to:

1. Navigate the Home Page and Global Header;

2. Understand the Basic Navigation in OBIEE;

3. Understand how Dashboards work;

4. Create New Analysis;

5. As well as understand how to work with Agents.

3OBIEE 200

1)

Version #1.0

NOTES

A. Logging In and Out of OBIEE

The HR/Payroll Data Mart project has determined that the

UCONN Microsoft Active Directory (MSAD) server will be

used as the external LDAP provider for supporting user

authentication.

1. To access the application enter your NetID and

Password into the fields provided.

2. Click on the button.

Introduction and Overview


2)

Quick Tip: Select the Accessibility Mode check box if you want content for OBIEE to be rendered in a browser in a way that facilitates the use of a screen reader.

2

1

NOTES

A. Logging In and Out of OBIEE (Cont.)

3. Once you have completed your tasks, click Sign Out

to exit.



2)

Note: Do not close the browser window to sign out of OBIEE.

3

NOTES

B. Viewing Account Settings

You can easily manage your account settings from the

Global Header by clicking on your displayed name.

1. Click on your displayed name.

2. Then click on the My Account link.

6Version #1.0

Introduction and Overview2)

NOTES

B. Viewing Account Settings (cont.)

The My Account screen has multiple tabs. The most

commonly used tabs are Preferences and Roles and Catalog

Groups.

1. The Preferences tab lets you change things, including

the default page you see when you log into OBIEE. By

default you are brought to the Home Page, for example,

you could change the settings to display your

dashboards instead.

2. The Roles and Catalog Groups tab shows you the roles

you have been assigned in OBIEE.


7Version #1.0

2)

NOTES

A. Overview of Home Page

The OBIEE Home Page is organized into different sections to

help you navigate the application with ease.

• Use the Create… component to initiate the most

popular tasks, such as creating an analysis or creating a

dashboard.

• Use the Recent component to view objects that you

have recently viewed, created or updated

• Use the Most Popular component to view a list of

recommended objects that other users with your same

role view.

Navigating the Home Page, Global Header, and Dashboards


3)

Note: Analysis is another word for query.

NOTES

B. Overview of the Global Header

The Global Header is always available to you no matter

what screen you navigate to:

1. SEARCH – the search function can be used to search for

specific criteria

2. HOME – which navigates you back to the home page

3. CATALOG – which includes all the information in your

personal folders and in shared folders

4. FAVORITES – used to keep your own personal list of favorites

5. DASHBOARDS – which is broken up into modules and

displays the various dashboards to the analysis and info you

need

6. NEW – which is used to display a list of objects that you can

create

7. OPEN – which gives you quick access to your objects



3)

1

2 3 4 5 6 7

NOTES

B. Overview of the Global Header (Cont.)

You can browse or search for Analyses and files within

the Catalog:

• Once you click on the Catalog, it will display your

personal folders (My folders) and Shared folders that

you have access to.

• The catalog page displays objects in the catalog and

allows you to perform tasks specific to those objects.



3)

Note: The objects and options that are available to you are determined by your system roles and the permissions assigned at the folders and objects level.

NOTES

B. Overview of the Global Header (Cont.)

• Once in the Catalog, you can expand or collapse the

folders to view sub-folders within them. Sub-folders are

also displayed in the pane to the right side of the folders

section.

• Within the sub-folders are various drop down menus,

which offer are different features that you can access:

• Expand - Displays the last date and time the report was

modified. Along with the owner of the report NetID.

• Open - Displays the report in the format in which it was

developed.

• Edit - Takes you to the Results tab of the report when you can

make the necessary changes to the report.

• The More link opens a drop-down menu where you can do

things like Print, Export, Delete, Copy, Rename, and so on.



3)

Note: To go back to Home, click here.

NOTES

C. What is a Dashboard and “Canned Reports”

With the OBIEE Dashboard tool, you have the capability to

run ad-hoc reports and analysis as per specific business

requirement models. These interactive dashboards are pixel

perfect reports which can be directly viewed or printed.

From the Dashboards drop-down menu you will have

access to any dashboards you created as well as prebuilt

University dashboards.

1. Click the Dashboards drop-down menu to access the

available dashboards, and choose a report.

2. Click on the UConn HR Report.



3)

Note: Your roles and security govern what dashboards you have access to.

1

NOTES

C. What is a Dashboard and “Canned Reports”

(Cont.)

2. Determine if you want to filter your data by using a

Dashboard Prompt.

3. Once you have selected all of the criteria for the Dashboard

Prompts, click the Apply button.



3)

2

3

Note: Drilling is the action to discover the data along an hierarchy (i.e. through the different levels). In OBIEE, drilling is one way to navigate or interact within the data. Drill down: from one level to lower level of the same hierarchy. You may drill down on any term/value that is blue (similar to a hyper link).

NOTES

A. Create a New Analysis

1. To create a new analysis, click the Analysis link from the

Analysis and Interactive Reporting section.

(For this example, we will create an analysis to report on

payroll salary for employees in a particular department.)

2. Once you have clicked on Analysis, a pop-up screen listing all

of the available Subject Areas will be displayed.

• Subject Areas are collections of metrics and attributes that can be

reported together in meaningful way.

3. Select the Subject Area you wish to use in the analysis.

(In this example, you will be using Human Resources -

Workforce Deployment or Human Resources - Payroll)

Creating an Analysis


4)

Note: You may need to scroll down to see all of the Subject Areas.

1

2

3

NOTES

A. Create a New Analysis (Cont.)

• The screen will display different attribute columns in the

subject area, which allows you to begin choosing columns to

create your analysis with.

4. Click the arrow next to the Hierarchies folder to expand

the folder.

• Continue drilling down to choose the columns you would like

to use to create your analysis with.

5. Double-click or drag and drop a selected column to

move the object into the Selected Columns pane.



4)

4

Note: To adjust the viewing area of the Subject Area Pane scroll to the right or scroll up and down to view all the subject areas.

5

NOTES


6. Once you have chosen all subject areas you would like

to work with, you can reorganize your analysis. You can

move any column around within the Selected Columns

pane to best fit your reporting needs.

7. Drag and drop the Department Name, Department Top

Hierarchy Name, Full-Time and Part-Time Employee

Headcount columns into the correct sequence of the

analysis.

• When you determine where you want to place the

column, a gray bar will appear indicating where you will

be placing the column.



4)

Note: To adjust the viewing area of the Selected Columns Pane use the scroll beneath it, to scroll to the right.

7

NOTES


8. After you have arranged the columns, you can then view

the results.

• Click the Results link, to display your analysis.

9. At anytime you can add, delete, or edit columns by

returning to the Criteria tab.



4)

8

9

Sequence: Department Top Hierarchy Name, Department Name, Part-Time Employee Headcount, and Full-Time Employee Headcount.

NOTES

B. Setting Column Properties

1. From the Selected Columns pane select the column you

wish to edit and click the Options icon.

2. From there, select Column Properties from the drop-

down menu options.

• A window will pop- up allowing you to adjust the

column properties.



4)

1

2

NOTES

B. Setting Column Properties (Cont.)

Style Tab

Once you open Column Properties within settings, the

window opens to the Style Tab.

1. The Font section of this window allows you to change

Font Family, Size, Color, Style, and Effects of a column.

• For example, you can change the Font Color by

clicking on the Color drop-down arrow.

• A Color Selector window will pop up allowing you to

select and change a color.



4)

1

NOTES


2. The Cell Section within the Column Properties allows

you to change the way the cells are formatted within the

column.

• For example, you can change the Horizontal

Alignment by clicking on the drop-down arrow.

• A window will pop up allowing you to select an

alignment.



4)

NOTES


3. Within the Column Properties, you can also adjust:

• The background color,

• the border color,

• and even allows you to format the width, height, and

padding of a column, located under Additional

Formatting Options.



4)

NOTES


Column Format Tab

You may use the fields found on the Column Format tab to

reference variables and format the heading values. These

values identify the column in the analysis.



4)

NOTES


Data Format Tab

The Data Format tab allows you to override the data for the

column. If you need to use this option select the Override

Default Data Format check-box.

For the text data type, the tab includes the Treat Text As

and Custom Text Formats fields.

• From the Treat Text As drop-down menu, you can select

to display the values as plain HTML, or a link.

• Based on the choice the Custom Text Format field

displays the applicable HTML string used to display the

data.



4)

NOTES


Conditional Format Tab

Create a new condition for a column by:

1. Click on Add Condition which will display the New

Condition screen:

2. Choose the Column Name you wish to add a

condition to.

• Once you have chosen a column, a window will pop

up, which has three components that are required to

create a Condition:

• Select a Column.

• The Operator needs to work for this condition.

• Select one or more Values.



4)

1

2

NOTES


Interaction Tab

The available Interactions drive changes to the data in one

or more views.:

• For example, by choosing The Drill view located in

the Column Heading and Value drop-down menus,

it allows users to drill down to a more detailed level

of information.



4)

Note: If the drill down column is used, the user will not be able to revert back to the original grouping when the dashboard was first opened because it affects both the selection steps and filters.

NOTES


Once you have applied your column property changes, you

will then need to view them in the Results Tab, which will

display the changes.



4)

NOTES

C. Editing the Table View

1. Starting from the Results Tab, click on the Pencil icon to

edit the Table View. A Layout pane will open, which

provides you with four different areas:

• Table Prompts

• Sections

• Columns and Measures

• Excluded

2. Moving data columns around among those areas will

allow you to display the data in different ways for

different purposes.



4)

1

2

NOTES

C. Editing the Table View (Cont.)

3. You can add Totals to the tables in various locations, by

clicking on the Totals icon.

4. A drop-down menu will appear, and you can chose

After, to display the totals at the end of the columns.



4)

3

4

NOTES


5. To view what the analysis will look like on a dashboard,

click the Show Results Dashboard icon, and chose the

Default (Alta) menu option.



4)

5

NOTES


6. When finished, click the Done button to return to the

Compound Layout view.



4)

6

NOTES

D. Saving the Analysis

There are two Save icons found on the screen and each one

works differently.

• The Save icon allows you to save any changes made to the

analysis.

• The Save As icon allows you to save the analysis with a

different name or description and allows you to change the

location of the analysis.



4)

Note: The Save As icon contains a small check mark over it.

NOTES

D. Saving the Analysis (Cont.)

When choosing to Save As, the analysis will be saved to the

default folder within the My Folders location.



4)

Note: You may want to develop naming conventions for your saved analysis so you can quickly identify them in the future.

NOTES


Once the analysis has been saved, the name of the analysis

will appear at the top of the screen, and you will now be

able to access from multiple areas, from the Home Screen.

• For example, you will now be able to access it directly

from the Catalog.



4)

NOTES


From the Catalog, you can click on the More drop-down

menu, which provide you with different functionality. The

most commonly used functions are Print, Copy, Delete, Add

to Favorites, and Properties.

• By choosing to add it to Favorites, you can then access

your analysis directly from Favorites on the Home Screen.



4)

NOTES

E. Adding a Filter to an Analysis

1. From the Criteria Tab, you can add Filters to your

analysis, by clicking on the Options (gear) icon.

2. From there, select Filter from the drop-down menu

options.

3. Use the is equal to/is in as the Operator.

• A window will pop- up allowing you to create a filter.



4)

1

2

NOTES

E. Adding a Filter to an Analysis (Cont.)

4. There are three components that are required to create

a filter:

• You need to select a Column,

• The Operator needs to work for the filter, and

• You need to select one or more Values.

5. You may select a value from the displayed menu options

using the drop-down arrow, or you may search for a

specific value, by clicking on the magnifying glass.



4)

4

5

Note: Searching for a value is the fastest method for locating the specific value(s).

NOTES


• From the search pane, double-click on the value you

would like to add from your search, to add it to the

Selected Value pane.



4)

NOTES


6. When you click on the Operator drop-down menu, a list

of different operators is displayed.

7. When you are finished,

click on OK.



4)

6

7

NOTES


8. Your Filter is now displayed, and you can edit the filter,

by clicking on the Pencil icon.

• You may also edit, copy, paste, and delete a Filter by

clicking on the icons that appear next to it.

• You can also add additional filters, by choosing the

Add Filter icon, which is above the Pencil icon.

9. Or, if you are finished, you can view your results, by

choosing the Results tab.



4)

8

NOTES

F. Saving a Filter

1. You can easily save a filter by clicking on the

Save Filters (>>) icon located to the side of your filter.

2. A pop-up window will appear which you will have to

choose the Save Filters link.

• The filter will be saved to the default folder within the

current subject area.



4)

1

2

Note: You may want to develop naming conventions for your saved filters so you can quickly identify them in the future.

NOTES

F. Saving a Filter (Cont.)

3. To locate your saved filter, click the right-arrow located

next to My Folders to expand its contents.



4)

NOTESCreating an Analysis - Exercise One

42OBIEE 200

4)

Version #1.0

Step #

Process

1. Create the analysis using the Human Resources –Recruitment Subject Areas.

2. Add Columns: Department Name Applicant First Name Applicant Last Name Employee Headcount Position Name

Tip: Try conducting a search for the value.

3. Move the Position Name column to the second column in the analysis.

4. Look at your results.

5. Rename your analysis within the Compound Layout view. (For example, name it: Recruitment Headcount) Try also changing the font color of the new name.

Tip: Label the Title, within Compound Layout, by choosing the Edit View Icon from the Title section.

6. From the Criteria tab, add a filter on the Department Name column to display only 8 departments.

7. Sort the Position Name column alphabetically.

8. From the Compound Layout view, click the View Properties icon [XYZ], and change the Data Viewing from Fixed headers with scrolling content to Content paging.

Next, change the Paging Controls to Bottom and enter 25 rows per page. Click Ok to continue.

Scenario: You need to create a very simple analysis. In this scenario you are creating an analysis that shows the headcount of all employees in your department, along with their corresponding position.

NOTESCreating an Analysis - Exercise One (continuation)

43OBIEE 200

4)

Version #1.0

Step #

Process

9. From the Table, Edit View screen, within the Layout section, change the totals from None to After.

Tip: This can be found by clicking on the Totals icon next to Columns and Measures.

10. Now, you will Exclude both Applicant First Name, Applicant Last name, as well as Position Headcount from the Compound Layout view.

Be sure to click on DONE when finished.

11. Now, Click on the Format Container icon [A], and add a Double Boarder, as well as change the Border Color to #000E2F (UCONN BLUE)

12. Click the Results tab to view, then click the Preview Dashboard icon and select Default (Alta) menu option.

13. Save your new analysis to a new folder. Name your new analysis – Exercise 1, then click OK.

Tip: Click on the New folder icon in the pop-up window.

14. Return to the Home page.

NOTES

G. Adding a Graph to an Analysis

1. Click on the Edit link to access the Compound Layout

view.

2. Click the New View icon.



4)

1

2

NOTES

G. Adding a Graph to an Analysis (Cont.)

3. Select Graph from the drop-down menu options.

4. From the menu options choose the Bar Graph.



4)

3

4

NOTES


5. The graph will be generated and added to the bottom of

your view, which you will have to scroll down to see.

Click on the View Properties icon, to make minor

changes to how the graph is displayed.

The following adjustments can be made to the graph:

• General tab – changes canvas size, placement of the legend, and

control zoom features.

• Style tab – allows you to change the Graph Data, Plot Area,

Legend, Canvas Colors and Borders.

• Scale tab – change the axis limits and the scale which allows you

to set tick marks which enables you to control what you see on

your graph.

• Titles and Labels tab – allows you to change the graph title and

axis titles.



4)

5

NOTES


6. It is easy to add additional graphs to your analysis, by

simply clicking on the New View icon again, and

choosing another graph.



4)

6

NOTES


7. To view the full analysis, click on the Show Results

Dashboard icon, and choose the Default (Alta) menu

option.



4)

7

NOTES

H. Adding a Pivot Table to an Analysis

1. To add a Pivot Table, follow the same steps to adding a

graph, but choose Pivot Table.

2. You will have to scroll down to view the table.



4)

1

2

Detailed instructions are in the manual only and will not be provided during training.

NOTES

H. Adding a Pivot Table to an Analysis (Cont.)

3. Click on the Edit View icon to adjust the pivot

table options.

4. Drag and drop the Layout bar to make the pivot

table options visible.

5. Move the Department Top Hierarchy Name row

item into the Excluded area.

Note: This will only exclude the column in the Pivot

Table.

6. Click Department Hierarchy right arrow to

expand the folder.



4)

4

NOTES


7. Drag and drop Department Name into the Pivot Table

Prompts area.

8. Adjust the Layout bar to see your pivot table by

dragging the Layout bar lower on the page.

9. Click the Done button to return to the Compound

Layout view.



4)

9

NOTES


10. Now you will want to view what the analysis will look

like on a Dashboard page. Click the New View Icon.

11. Select the Delta (Alta) menu option.

12. Locate your department or another department to test

the pivot table.

13. Click the X to close the Preview Analysis screen.

14. Now you will remove the Table View from the

Compound Layout screen, this is equivalent to putting

the analysis away in a folder on your desk. You still have

access to it we needed. Click the Remove View icon to

continue.

15. Even though the New View icon is grayed out you are

able to select it.

16. Select Table from the drop-down menu.



4)

12

NOTES


17. The Table view is displayed in the Compound Layout

view.



4)

Note: The number depicts how many views are in the analysis.

NOTESAdding a Graph to an Analysis – Exercise Two

54OBIEE 200

4)

Version #1.0

Scenario: You have created a very simple analysis. In this scenario you know need to add a Graph to visual enhance your analysis.

Step #

Process

1. Locate your recently saved analysis from the previous exercise, and navigate to the Compound Layout view.

Tip: You can access your analysis from the Home Page or from the Catalog.

2. Add a Pie Chart from the Compound Layout view. Click the Edit View icon to change the Pie Chart.

Tip: Notice – although we excluded data in the previous exercise, it still displays it within the Pie Chart.

3. From the Layout area move the Applicant First and Last Name into the excluded area.

Move Department Name to Prompts.Move Position Name to Slices.

4. From the Compound Layout view click the View Properties for the graph.

5. Add a border to the Legend with a new color. Also, add data labels to the pie chart.

Tip: Look for “Data Markers”.

6. Save any changes that you have made as Exercise 2.

NOTES

A. Creating a Dashboard

A Dashboard allows for personalized views of the

Universities HR and Payroll Data.

1. Click the Dashboards drop-down menu, and then click

on My Dashboard, from the menu options.

2. Click on the Edit (pencil) located in the middle of the

screen to create a dashboard.

Working with Dashboards


5)

1

2

NOTES

A. Creating a Dashboard (Cont.)

3. Click the My Folder’s right-arrow to expand the content

within the folder.

4. Now, drag and drop your saved reports into the blue

Content Area.



5)

4

3

NOTES


5. You can now begin to add Dashboard Objects to the

dashboard to customize it. You will need to drag and

drop the objects into the correct area of the Dashboard.

• For example, you can drag and drop a new Column

into your dashboard page, but choosing Column on

the right menu. To delete it, click the X.



5)

5

Note: The best practice for creating Dashboards is to have one column divided into sections.

NOTES


• You can also drag and drop the Section object into

your Dashboard Page.

• From here, you can now add additional analysis from

your My Folder.



5)

5

Note: OBIEE will automatically number the Sections and Columns as you add them into the dashboard.

NOTES


6. To view you dashboard, click on the Preview icon, to see

what it will look like.

• To exit the preview, click the X in upper left corner

(or red circle).



5)

6

NOTES


7. It is easy to change the name of your Sections and

Columns, by highlighting the section, and then choosing

the Properties Icon.

8. From the drop-down menu, choose Rename.

• Once in the pop-up window, you can rename the

section.

9. Before clicking OK, you can also adjust the heading

properties, by clicking on Edit Heading Properties.



5)

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9

NOTES


The Section Heading Properties window allows you to

make changes to the Section Heading such as:

• Color and size of the Font,

• Cell Alignment and Color, along with

• Border Style, and

• Color.



5)

NOTES


10. To view your dashboard, click Run, located near the

upper right. Click Home to return to the Home page.



5)

10

Note: The optimum screen resolution is 1024x768, this resolution will reduce the amount of scrolling needed.

NOTES


You can now access your Dashboard by clicking on the drop-

down menu or selecting Open from the Recent section of

the Home Page.

If you would like to Edit your dashboard, click on the link

located next to Open.



5)

NOTES

B. Working with Dashboard Properties

To work with the Dashboard’s different functionalities, click

on the Open link.

Once opened, data can easily be manipulated, such as:

• Sort the data,

• Move columns to a prompt, or

• Exclude a column.



5)

NOTES

B. Working with Dashboard Properties (cont.)

1. To sort you data, click the Sort Ascending Arrow (or

Descending once changed) to sort your data

alphabetically.

2. By right clicking on the column header, you can display

additional features. For example, you can clear the

sorting you created.



5)

1

2

NOTES


3. From the menu, you can create a prompt for your

column, by choosing Move Column, and then clicking on

To Prompts. This will create a prompt to allow you to

choose what you would like to view within that column.

4. To change it back to a column, without prompts, right-

click on the column header, and choose Move Column,

to Columns.



5)

3

4

NOTES


5. If you would like to exclude a column from displaying,

right-click on the column header, and choose the

Exclude Column option from the menu.



5)

5

NOTES

B. Working with Dashboard Properties

6. Be sure to save your customizations to the dashboard,

by clicking on the Page Options icon, located near the

upper right. Choose Save Current Customization… to

save your work.

7. You also have other menu options to choose from such

as:

• Print,

• Export to excel, or

• Clear My Customizations, which will remove any

saved customizations.



5)

6

NOTES

By utilizing the Agent tool, you can schedule when you

would like certain reports to run.

1. Click on the Agent

link, located under

Actionable

Intelligence.

From the Agent page,

there are several tabs

you will have to

navigate through.

General Tab

From the General tab you may set the priority level for the Agent

as well as options for impersonating a different user at runtime.

Using the Agent


6)

1

NOTES

Schedule Tab

From the Schedule tab you can determine when you want the

Agent to run using Frequency, Start (time and date), and Until

features of the scheduling tool.

To choose when you want to the agent to be run:

1. Click on the Frequency drop-down menu, and choose how

often you would like it to run.

2. Choose the day of the week you want the report to run.

3. Under the Start field, you can edit the date and time.

4. You may decide to enter an end date for the agent.

• For example, you only want this report to run four times. Therefore,

you select the report to run weekly on a specific day and end 4 weeks

from the start date.

Using the Agent


6)

1

2

3

4

NOTES

Delivery Content Tab

Within the Delivery Content tab you will specify which analysis

you would like to run, and determine who it will be sent to.

Be sure to:

1. Enter a title into the “Subject” field.

2. “Browse” for the analysis you wish to run and send.

3. You may choose to add a Note or Attachment when the

Agent is delivered.

Using the Agent


6)

2

3

1

NOTES

Recipients Tab

Within the Recipients Tab, you can add many individuals to a list

who will receive the scheduled agent.

Be sure to:

1. Click on the + icon, to bring up the User menu.

2. Select users from the drop-down menu items. Recipients will

be listed according to their NetIDs.

3. Click the >> icon to add the highlighted NetID to the Selected

Members section.

4. Click OK to continue.

Using the Agent


6)

1

23

4

NOTES

Destinations Tab

The Destination tab allows you to determine where the Agent

will be delivered to.

Using the Agent


6)

NOTES

2. Once you have navigated through all the tabs within the

Agent, you will need to save it, by clicking on the Save

icon.

3. After you have saved the agent, you will then need to

run it, by clicking on the Run icon.

Using the Agent


6)

2

3

NOTES

4. Once the agent has been scheduled to run, the

recipients will receive an “Alerts!” notification.

5. When you click on the Alerts! notification, the Alerts

screen displays with all the current Alerts you need to

view. Click on the alert.

Using the Agent


6)

4

5

NOTES

6. The analysis will be displayed. To clear the alert, and

remove it, click on the Clear Alert button.

7. This will remove the alerts, once cleared, from the top

menu bar.

Using the Agent


6)

6

NOTESAdding your Analysis to a Dashboard -Exercise Three

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Scenario: In this scenario you know need to create a new Dashboard so you can quickly view your analysis at any time.

Step #

Process

1. Go to the My Dashboard view.

Tip: You will want to edit the Dashboard.

2. Add two Columns and a Section to each column within the Content area.

3. From the Catalog, in My Folders, locate the analyses you saved in exercises one and two.

4. Add your analysis to Section 1 and another analysis to Section 2.

Tip: If you do not have another analysis created, try using different Objects, and add an image.

NOTESAdding your Analysis to a Dashboard -Exercise Three (continuation)

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Step #

Process

5. Now, Click the Tools (Gear) icon from the grey banner.

Tip: Hover over the icons if you need to.

6. Select Dashboard Properties.

7. Rename the Dashboard page, to Exercise 3.

Highlight “page 1”, and click on the Rename icon.

8. Save any changes you have made.

9. Return to the Home page.

NOTESOBIEE GLOSSARY

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ActionRule result which can impact users such forcing them to register a security profile, KBA-challenging them, blocking access, asking them for PIN or password, and so on.

AlertRule results containing messages targeted to specific types of Oracle Adaptive Access Manager users.

AttributeAttributes are the particular pieces of information associated with the activity being tracked. An example is the time of day for a login. Patterns collect data about members. If the member type is User, the pattern will collect data about users.

ConditionConditions are configurable evaluation statements used in the evaluation of historical and runtime data.

DashboardProvides a real-time view of activity via aggregates and trending.

Dashboard PageA user interface or Web page that gives a current summary, usually in graphic, easy-to-read form, of key information relating to progress and performance, especially of a business or website: Our managers use an interactive dashboard to monitor employee data.

EnvironmentTools for the configuration system properties and snapshots

FiltersFilters are used to limit the results that are displayed when an analysis is run, so that the results answer a particular question. Based on the filters, only those results are shown that matches the criteria passed in the filter condition. Filters are applied only to attribute and measure columns.

NOTESOBIEE GLOSSARY

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GroupsCollection of like items. Groups are found in the following situationsGroups are used in rule conditionsGroups that link policy to user groupsAction and alert groups

HTTPHypertext Transfer Protocol

IP addressInternet Protocol (IP) address

JobA job is a collection of tasks that can be run by OAAM. You can perform a variety of jobs such as load data, run risk evaluation, roll up monitor data, and other jobs.

KPIA KPI is a measurement of a particular business process which is compared against specific goals and objectives of an organization

Rule ConditionsConditions are the basic building blocks for security policies.

RulesRules are a collection of conditions used to evaluate user activity.

Subject AreaA subject area contains:• folders,• presentation tables,• measure columns,• attribute columns,• hierarchical columns.

UserA business or person, etc that is authorized to conduct transactions.

ValidationsAnswer validation used in the KBA question registration and challenge process

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