obiee answers traing

OBIEE Answers Training

SUNY System Administration Helen Ernst

[email protected]

518-320-1385

mailto:[email protected]

mailto:[email protected]

Agenda

• Chapter 1 – Introduction – How to access OBIEE 10g Answers – Dimensional Model, Facts and Dimensions – Navigating the SUNY Enrollment Star

• Chapter 2 – Create and save a simple request – Add a filter – Create additional views

• Add formatting to a table view • Create a bar chart • Add a view selector

Agenda

• Chapter 3 – Adding a Filter View

– Learning to develop based on SUNY standards

• Chapter 4 – Add a pivot table view

• Formatting

• calculations/sums

– Add a chart to a pivot table view

– Create additional views • Add a view selector

Agenda

• Chapter 5

– Using Bins

– Conditional Formatting

• Chapter 6

– Column Selectors

– My Dashboard

– Storing queries to be shared

• Wrap-Up

Training Day Housekeeping

• Demo & Practice – Training is designed to have the trainer demonstrate a

skill, then have the student emulate the skill. – Students are encouraged to explore the tool. – Trainer is available to assist students during hands on

sections, please be patient as these sessions are running at maximum student capacity

• Please place cell phones on vibrate • Please give the trainer your full attention to get

the most from this training day (refrain from surfing the web)

CHAPTER 1

Introduction

How to access OBIEE 10g Answers

Dimensional Model, Facts and Dimensions

Navigating the SUNY Enrollment Star

Introduction

• What is the SUNY Business Intelligence Initiative(SBII)?

• Public Confluence space for SBII

https://wiki.itec.suny.edu/display/sbiipub/SUNY%20Business%20Intelligence

https://wiki.itec.suny.edu/display/sbiipub/SUNY Business Intelligence

https://wiki.itec.suny.edu/display/sbiipub/SUNY Business Intelligence

How To Access OBIEE 10G Answers

• Open your browser and go to www.suny.edu/analytics

• Select your campus from the drop down list, enter your credentials, then click on the Login button

• Once inside OBIEE, click on the Answers link

http://www.suny.edu/analytics

For quick access enter the following URL: www.suny.edu/analytics

Select your Campus, enter your credentials, then click the Login button

Click on the Answers Link

Initial Answers Panel

Take the time to look at the initial Answers Panel

To your right in the grey box is a list of subjects areas that you have permission to see. To your left is a folder list.

Notice that there is a My Folders list and a Shared Folders list

Dimensional Modeling Facts and Dimensions

• A fact contains elements that can be counted, for example home institution student count

• A dimension is used to constrain or group the report, for example only include data from my campus, or group the counts by term

Navigating the Enrollment Star

Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution

Legislative District

Permanent Residence

Student

Student Demographics

Student High School

Student Term Enrollment

Student Test Scores


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Enrollment Facts Current Period Metrics

Home Institution Student Count Not-Home Institution Student Count Total Student Credit Hours State Supported Lower Division Credit Hours State Supported Upper Division Credit Hours State Supported Graduate Credit Hours Accumulated Credit Hours Transfer Credit Hours Academic Year Unique Student Count High School Average Full Time Equivalent Cumulative GPA


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Enrollment Facts EOT Current Period

EOT Home Institution Student Count EOT Not-Home Institution Student Count EOT Total Student Credit Hours EOT State Supported Lower Division Credit Hours EOT State Supported Upper Division Credit Hours EOT State Supported Graduate Credit Hours EOT Accumulated Credit Hours EOT Transfer Credit Hours EOT High School Average EOT Cumulative GPA


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Enrollment Facts SAT Score Metrics

Early and EOT Current Period Versions

Math Score Average Math Score Median Math Score Verbal Score Average Verbal Score Median Verbal Score Verbal Score Percentile Writing Score Average Writing Score Median Writing Score


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Enrollment Facts YAGO (Year Ago) 1 thru 6

Home Institution Student Count YAGO Change in Student Count YAGO % Change in Student Count YAGO Total Student Credit Hours YAGO


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Time Term Semester Academic Year Year


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Academic History

AAS or AOS Degree AA or AS Degree Associates Degree Earned Bachelors Degree Earned Doctoral Degree Earned First Professional Degree Earned Graduate Certificate Earned Highest Degree Earned Masters Degree Earned Degree Earned Other Degree Earned


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Academic Programs Award Name Award Level Program Name Include Programs without Enrollment CIP 2, 4 and 6 APES Program ID APES Program Status Combined Program Name Combined Program Award Combined Program Institution(s) HEGIS 2 and 4 SED Title and Code Program Type SED Registration Date SED Discontinuance Date Campus Name Primary Campus Name


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Campus Campus Name Sub Campus Name Campus Sector Campus Sub Sector 2 or 4 Year Campus State/Comm College Campus County SUNY Institution Code


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Former Institution

• Campus Sector • Institution Name • Campus Name • Campus Sub-Sector • State Operated/Comm College •Sub Campus Name • SUNY, CUNY or Other • 2 or 4 Year Campus •NYS or Non-NYS •Public or Private


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Legislative District State Senator • Title • First, Middle and Last Name • District State Assembly Member • Title • First, Middle and Last Name • State House District US Representative • Title • First, Middle and Last Name • US House District


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Permanent Residency

Citizenship Residency Description Country of Citizenship Permanent Country US State Code & Name US Territory NYS County From NYS Region of Campus From Campus Location or Sponsorship County From Sponsor or Contiguous County or Campus Location


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Demographics Age Group English as Native Language Gender Ethnic Origin Race Non-Resident Alien Military Status Visa Code Visa Type Desc IPEDS Race Ethnicity

Student Warehouse Student Key


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student High School

Graduation Year High School Grad Year Range High School Avg Range High School Class Rank Range


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Term Enrollment Admission Status Home or Non-Home Admission Status Full or Part Time Graduate Level Higher Education History (HEH) In Program or Not Lower or Upper Division Student Goal Student Level Undergrad or Graduate Division OAP Program Study Abroad Country


Student Enrollment

Facts

Time Dimension

Academic History

Dimension

Academic Programs

Campus

Former Institution


Permanent Residence

Student


Student High School


Student Test Scores

Student Test Scores

ACT Composite Score Range Higher ACT or SAT Score Range Highest Reported Score Range SAT Combined Score Range SAT Math Score Range SAT Verbal Score Range Selectivity Index

CHAPTER 2

Create and save a simple request

Add a filter

Create additional views

Add formatting to a table view

Using Bins

Create a bar chart

Add a view selector

Create and Save a Simple Request

Learn the parts of the Answers Tool

Answers has a Criteria, Results,

Prompts and Advanced tabs

We always start on the criteria tab where we can select elements for

our query


Look to the left, see the dimensions and

facts that were described in chapter 1

Click on a dimension to see the elements

stored within the dimension


Click on an element on the left to select it and have it added to your report

Select the following 3 elements

for your first report: Term, Campus Name and Home

Institution Count


You can drag and drop elements to change the

order of your report


The Filter button is here

The Properties button is here

The Function button is here

The Delete element

button is here

Add a Filter

Practice using the Filter

Limit the Filter box to only show Fall terms

Then select Fall 2008 and

Fall 2009

See your Report Results

Click on the results tab or the compound view

button to see the results of your query

See your Report Results

The compound view can include multiple

elements. The default query will

include a title and a table.

Practice Assignment #1

Create a query with the following elements:

• Term • Campus Name • Home Institution Student Count Filter the query by term and campus

sector Select Fall 2008 and Fall 2009 Only show campuses within your sector Once you have selected and filtered the

elements view the results of the report in the table view

Save the query in your folder. Name it using the following format

Your Initials_Practice_Assignment1 For example :

HRE_Practice_Assignment1

Practice Assignment #1 Results

Note: • the default

compound view includes a title view and a table view.

• Table view default will organize the columns in the order selected on the criteria tab.

• Any cell contents that appear blue can be used to drill through a hierarchy.

Add Formatting

Click the arrow button to sort the student count

column

the button with the hand is the properties button

The Fx button allows you to add functions and bins

to the column

The red X button is used to delete a column

Add Formatting

We have added the Higher Education History element to

the query. Now we will use bins to group the freshman and

transfer students and call the group ‘New Students’. First we

click on the Fx button.

Add Formatting

We click on the bins tab and then select add bin. The

create/edit filter box appears, click ‘All Choices’, then click on values to select them,

then click ok

Add Formatting

Now we name the bin ‘New Students’

Add Formatting

Here we can add more bins, or create a bin for all other values. You can use the filter to

adjust your bin, and the properties and delete button allow you to customize your

bin as needed


Using the query you created in assignment #1, add the following formatting:

1. Sort the query by term, then campus 2. Rename the Campus Name column to

‘Campus’ 3. Add the IPEDS Race Ethnicity element

in the Student Demographic dimension to the query

4. Add the Gender element to the query 5. Add the Higher Education History

element in the Student Term Enrollment Dimension, then create a bin that includes freshman, transfer and new graduate students, name the bin ‘New Students’

6. Practice moving the columns on the report and sorting one or many columns

7. Save the query in your folder. Name it using the following format:

Your Initials_Practice_Assignment2 For example : HRE_Practice_Assignment2 Once you have added the formatting, view

the results of the report in the compound view, it should look similar to the report on this page

Add A Chart

In the Compound Layout we click on Add View and select chart

Add A Chart

This is the chart area. We can choose the graph we want, the

type and style.

Add A Chart

Available Graphs: Vertical Bar Area Bubble Line Line Bar Combo Line Time Series Pareto Pie Radar Scatter Step Note: A value of OBIEE; run a query once,

show the data in a variety of formats

Add A Chart In this example, we have a

vertical bar chart. It is set to 2D stacked, the stacked item

is gender.

If we click on the compound view button we see our chart

is now added to our report

Add A Chart

We can continue to add views to our compound view. Let’s

add one more chart to our compound view. Click add

view and select chart, you will see it names the new chart,

chart:2

Add A Chart This time, I’ve created a pie chart and exploded the new

student slice

Use the icons to access a variety of properties to customize your graph

Add A Chart

Hints on Charts Although 3D charts may be

pleasing to the eye, many times they can misrepresent the data, we recommend using 2D charts.

Consider your data and

what you are trying to show to help you determine the best chart option


Using the query you created in assignment #2, add the following charts:

1. Create a pie chart by Higher

Education History 2. Explode the ‘New Student’ slice (use

the button with the pencil, format chart data)

3. Create a stacked bar chart with gender by term

4. Create a 3d bar chart by term and campus. Adjust the axis labels to a 45 degree angle

5. Hide the table view from the compound view

6. Save the query in your folder. Name it using the following format

Your Initials_Practice_Assignment3 For example : HRE_Practice_Assignment3 Once you have added the formatting, view

the results of the report in the compound view, it should look similar to the report on this page

Add A View Selector

A view selector allows the user to layer views • Use the View Selector view to select a specific

view of the results from among the saved views. When

• placed on a dashboard, the view selector appears as a drop-down list from which users can choose

• the specific result view they want to see. • In general, views included in the view sector view

would not also be displayed as views in the • compound layout view.

Add A View Selector In the compound view, click

on add view, and select ‘View Selector’. Here we move the views we want to add to our selector, and we can rename

the views. Including a caption is a best practice

Add A View Selector

Add the Pie chart and rename to the chart to ‘Pie Chart’

Add A View Selector

Add chart2 and rename it to ‘Stacked Bar’ Add chart3 and rename it to ‘Campus Chart’

Add a caption Then click on the compound view button

Practice Assignment #4 Using the query you created in assignment #3, create

a view selector that holds the three views: 1. From the compound layout use add view to

create a view selector 2. Add all three charts to the view 3. Rename each chart to a meaningful name 4. Determine the best order for your views 5. Add a caption 6. Switch back to the compound view and

remove the charts so only the compound view and title view are visible

7. Save the query in your folder. Name it using the following format

Your Initials_Practice_Assignment4 For example : HRE_Practice_Assignment4 Once you have made these changes, view the results

of the report in the compound view, it should look similar to the report on this page. Try using the view selector

CHAPTER 3

Adding , Removing and Moving Sections

Filter View

Learning to develop based on SUNY standards

Adding and Removing Sections

This is the compound view. Here we can add and remove views from our Answers Report.

Each Section has an ‘X’ in the top right corner. If you click on the ‘X’ you will remove the section from the compound view. This does not delete

the section from the report.

To add a section to the compound view, use ‘Add View’

Adding and Removing Sections

You can move sections on the compound view. Hover over the section bar until you see the blue line and the section becomes transparent, then

move the section as needed. The blue bar indicates where you are placing the section

Formatting the Filter to SUNY Standards

SUNY has a standard best practice that is specific to the filter. All reports that

include any constraints should include a filter

section at the bottom of the report.

For consistency, the standard is to make the section width 100%, and include a default

border by clicking on it.


We also use a standard

background color of #CCCC


A SUNY standard compliant filter

is shown here

Add and format the table view

We add the table view to the compound view. Now we want to add green bar formatting to

the table view. First we click on the edit button on the top right

of the table view section


We click on the properties button and the edit view box appears.

We click on the ‘green bar’ styling. Also we can expand the

additional formatting and set the width of the report to 100%


The table view now shows green bar formatting which makes it easier to read across the columns. The report is also extended to fill 100% of the width of the report

Practice Assignment #5 Using the query you created in assignment

#4, Add the following: 1. From the compound layout use add

view to add a filter view. Format the filter, make the width 100%, change the background color to #CCCC, and add a border

2. From the compound layout use add view to add a table view

3. Move the filter to the bottom of the compound view. Try moving sections on the compound view, look for the blue bar to see the placement.

4. Format the table view to use 100% of the report width and enable green bar styling


Your Initials_Practice_Assignment5 For example : HRE_Practice_Assignment5 Once you have made these changes,

view the results of the report in the compound view, it should look similar to the report on this page.

SBII Data & Presentation Committee Dashboard Development Best Practices

For a consistent look and feel, each dashboard will have an ‘Introduction’ tab as the first tab on each dashboard. The introduction page will serve to describe the contents of the dashboard. The introduction tab is a best practice, as it prevents a user from unintentionally running a query when opening a dashboard. Whenever a dashboard is opened, OBI automatically executes any queries on the first tab of the dashboard.


For a consistent look and feel and to provide the best use of space on a dashboard, each dashboard page will use dashboard sections with headings turned on and modified to a descriptive title. Section titles can be viewed when the sections are open or collapsed and use less space than title objects. Title objects will not be included on reports to save space. In order to have titles on printed reports, we recommend including headers and/or footers on reports.


To provide clear, easy to read reports, we recommend enabling green bars for reports containing multiple rolls and columns. However, when providing reports that include drilling, test thoroughly to ensure that the green bar feature does not create disappointing or unattractive reports.


We recommend including a filter at the bottom of each report, specifically with a grey background and black border to call attention to the information. This best practice ensures the user is aware of the selection criteria used to create the report. It is important when creating the original repository (RPD) that the presentation layer include meaningful names for data elements. The element names provided in the presentation layer are the same descriptions that appear in the filter box.


For a consistent look and feel, we recommend designing dashboards that do not scroll from left to right. This is dependent on the screen resolution and different organizations have varying minimal requirements that they use for that determination. We will also recommend limiting the scrolling up and down to 2 or 3 pages maximum.


For a consistent look and feel and to reduce clutter and provide a clean easy to use tool, we recommend limiting the dashboard pages (tabs) to 8 per dashboard.


For a consistent look and

feel and a best practice when designing dashboards with multi-component requests the charts should appear on top and the detail data should be placed beneath the charts. Graphical images are a terrific tool to provide quick clear information to executives and management.


For a consistent look and feel, stretch table views to fit 100% within the space allotted. This simple change will improve the look of your dashboard, and provide a consistent look across SUNY.


For a consistent look and feel and a best practice, each OBI installation should include links that provide a means for the user to contact the institution with questions about using the tool or the data provided. Additional links regarding privacy policy, accessibility or other policies should be considered.

CHAPTER 4

Add a pivot table view

Formatting

calculations/sums

Add a chart to a pivot table view

Create additional views

Add a Pivot Table View

Let’s add a pivot table. This is one of the most flexible OBIEE

Answers views.


The section at the top is used to design your pivot table.

Below you see the results. At the top left are buttons for properties and formatting


To remove an element from the view, move it to the Excluded

section. Let’s move Gender to excluded and see how the view

at the bottom changes.


To move elements in the pivot view simply drag and drop

them as needed.

Use the sum button to sum or sub-total the report as needed.

Let’s sub-total by IPEDS Race Ethnicity


OBIEE has several sum options, we will select to sub-total

‘before’

Notice here we can also format labels and values


Now we see our sub-totals appear ‘before’ our detail counts

Let’s move Term to the Page area at the top of the pivot table. This will create a drop down where we can

select the term.


Now we see the term element is a drop

down box

We can format labels, let’s change this label to

‘Enrollment’ To do this, we click on the button to the right of the

element name above


Now we select format headings


Change the caption


We have updated the heading

Practice Assignment #6 Using the query you created in assignment #5, Add

the following: 1. From the compound layout use add view to

add a pivot table. 2. Create a pivot table that shows term, campus

and IPEDS Race ethnicity in a column down the left and gender across the top.

3. Create a subtotal by campus. 4. Move the Term to a page item 5. Add a sum to the measure label to subtotal

gender across the row 6. Change a header on an element 7. Add the pivot table as the first view in your

view selector. 8. Save the query in your folder. Name it using

the following format: Your Initials_Practice_Assignment6 For example : HRE_Practice_Assignment6 Once you have made these changes, view the

results of the report in the compound view, it should look similar to the report on this page.

Duplicate a View

Click here to create a new view,

duplicate a view, delete a view, or

create a specialized view.

Note: you can

create multiple views of the same type, for example

multiple pivot tables, OBIEE automatically

numbers the views

Add a Chart to a Pivot Table View

A powerful tool within OBIEE Answers allows you to chart

the results of your pivot table. We click here to add a chart


We can use the Chart Position options to

customize where the chart appears on our

report.


You can choose from a variety of chart

types

Add a Pivot Table View (Sample A Hint)


types

Add a Pivot Table View (Sample A)


types

Add a Pivot Table View (Sample B hint)


types

Add a Pivot Table View (Sample B)


types

Add a Pivot Table View (Sample C hint)


types

Add a Pivot Table View (Sample C)

Practice Assignment #7 Using the query you created in assignment

#6, Add the following: 1. Select your pivot table and

duplicate it. 2. On pivot table 2 add a chart 3. Move elements around on your

pivot table and see how this affects the chart.

4. Add the pivot table 2 as the first view in your view selector.

5. Try to replicate sample Pivot Table/Charts A, B and C.


Your Initials_Practice_Assignment7 For example : HRE_Practice_Assignment7

Using functions to create new elements ‘on the fly’

Begin by adding any element from the left-hand list, then

use the fx button to modify it as needed


The edit column formula box

appears, and you can use functions to

create your own element. Click the custom heading to

rename the element to something meaningful


Create average accumulated credit hours by dividing

total credit hours by the home

institution student count.


average student credit hours.

Sums and Calculations on Pivot Tables

You have many options when aggregating on a pivot table, for example you can show an

amount as a percent of, or Index of. You can also show a running sum.

You can use the duplicate layer and create

several versions of the same element

Sums and Calculations on Pivot Tables

This report shows some samples of what can be accomplished by using the

duplicate layer and varying the aggregation of an element

Practice Assignment #8 Create a query: 1. Select term – Fall 2009, select only first time

freshman, Select your own sector. 2. Include the following elements: Term,

campus sector, campus name, HEH is first time or transfer, home institution count and total credit hours.

3. Create a new element, name it ‘Average Credit Hours’. Use the Fx to calculate this element by dividing the total number of credit hours by the number of enrolled students

4. Create a pivot table using the sample at the right as a guide

5. Make sure to add sub totals to your pivot table to subtotal by Campus.

6. Add a running sum based on student headcount.

7. Ensure your report fits within the SUNY BI recommended guidelines.


CHAPTER 5

Conditional Formatting

Advanced Charting Options


Use the properties button, then click on

the conditional formatting tab. Then Add Condition, and

select the Cumulative GPA element


Set the operator and the value, then press OK


Set the background color to light yellow


Here we see campuses where the Cumulative GPA is below the level

of our condition now have the campus name appear in Yellow

Practice Assignment #9 Create a query: 1. Select term – Fall 2009, select only

continuing undergraduate students, Select your own sector.

2. Include the following elements: Term, campus sector, campus name, home institution count and cumulative GPA.

3. Use the sample at the right as a guide for your report.

4. Add a conditional format on the campus name, select the Cumulative GPA to base the condition.

5. Ensure your report fits within the SUNY BI recommended guidelines.



There are several advanced charting options. Here are some samples:

Gauges can be shown as a dial, bar or bulb.

Dial

A dial gauge shows data using a dial with one or more indicator needles that change position to indicate where the data falls within predefined limits.

Bar

A bar gauge shows data using a single bar that changes color to indicate whether the data is within predefined limits.

Bulb

A bulb gauge shows data using a circle that changes color to indicate whether the data is within predefined limits. An array of bulb gauges is particularly useful for scorecard-type output.


Title Use the title view to add a title, a subtitle, a logo, a link to a custom online help page, and timestamps

to the results. For more information, see Adding Titles to Results Using Oracle BI Title View. Legend Use the Legend view to document the meaning of special formatting used in results, such as the

meaning of custom colors applied to gauges. For more information, see Adding a Legend to Results Using Oracle BI Legend View. Funnel Chart Use the funnel chart view to show a three-dimensional chart that represents target and actual values

using volume, level, and color. It is useful for depicting target values that decline over time, such as a sales pipeline.

For more information, see Showing Results in a Funnel Chart Using Oracle BI Funnel Chart View. No Results The no results view allows you to specify explanatory text to appear if the request does not return any

results. For more information, see Alerting Users to No Data Using Oracle BI No Results View.

https://www.suny.edu/analytics/olh/l_en/TitleView.htm

https://www.suny.edu/analytics/olh/l_en/legendview.htm

https://www.suny.edu/analytics/olh/l_en/funnelchart.htm

https://www.suny.edu/analytics/olh/l_en/viewnoresults.htm

CHAPTER 6

Column Selectors

My Dashboard

Storing and sharing queries

Column Selectors

To create a column selector, select add view, then select

column selector

Column Selectors

We use this screen to add columns. Check the Column to

use the column as a column selector, then pick elements from

the left to add.

Column Selectors

We have added HEH and Full/Part time to the Gender Column

Column Selectors

The column selector changes

the column based on the selection

Practice Assignment 11 1. Create a query using the

sample to the right 2. Add a column selector, that

includes gender, HEH and Full/Part Time

3. Ensure you have a filter view 4. Test out the column selector to

see the column change in the report


Your Initials_Practice_Assignment_11

For example :

HRE_Practice_Assignment_11

My Dashboard

• Use this area to place reports you want to see when you enter BI

• Ensure the first page of your ‘My Dashboard’ does not run any queries, this is a SUNY BI best practice

• Dashboard can have multiple tabs which are synonymous with pages

• My Dashboard cannot be shared with other users.

My Dashboard

Click on the plus sign to add pages to your dashboard.

Click on the plus sign to add columns to your page.

My Dashboard

You can add content to you’re my dashboard area

using reports you have created and saved. The reports can come from a

shared folder or from your personal folder.

My Dashboard

Always use the sections headers to label your

reports, it uses less room than the titles, as you can see in the example on the

right

Storing and Sharing Queries

You may store queries in the My

Folder or IR Community Area.

Use Manage Catalog to create a

new folder. Folders help

organize content.

Practice Assignment 12 1. Save Assignment 11 in the IR

Community Folder, name it as shown below

2. Add a page to you’re my dashboard, and make the intro page your first dashboard page.

3. Add a report to your page 1 of ‘My Dashboard’

4. Name and display the section heading on your dashboard page

5. Test out you’re my dashboard page 6. Name query using the following

format: Your Initials_Practice_Assignment_12 For example : HRE_Practice_Assignment_12

WRAP UP

Narrative View

Ticker

Static Text

Narrative View

• Use the narrative view to add one or more paragraphs of text to appear with the results. Narrative text is useful for providing information such as context, explanatory text, or extended descriptions. You can perform the following actions in the narrative view:

• Type a sentence with placeholders for each column in the results. • Specify how rows should be separated. • Use HTML formatting buttons to make text bold, italic, or underlined, and insert line breaks. • Apply cosmetic formatting to the fonts used in the narrative view, or import the font formatting

from a previously saved view. • Add references to variables

Narrative View

Narrative View

Use the Narrative view to create text and include data

Practice Narrative

1. Create a query 2. Add a narrative view 3. Add a header 4. Add some html to the

view 5. Adjust the compound

view so only the narrative view is visible.


Your Initials_Practice_Narrative

For example :

HRE_Practice_Narrative

Ticker View

Use the ticker view to show the results of the request as a ticker or marquee, similar in style to the stock tickers that run across many financial and news sites on the Internet. You can control what information is presented and how it scrolls across the page.

Ticker View

Static Text

Use the static text view to add or edit text to appear with the results. You can add markup that contains formatted text.

Practice Ticker and Static Text 1. Create a query 2. Add a Ticker view 3. Add a Static Text view 4. Add some formatting using html

to customize the static text view. 5. Adjust the compound view so the

ticker and static text are visible. 6. Save the query in your folder.

Name it using the following format:

Your Initials_Practice_Ticker_Static_Text

For example :

HRE_Practice_Ticker_Static_Text

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