Oracle BI 11g R1: Create Analyses and Dashboards

This course provides step-by-step instructions for creating Oracle BI analyses and dashboards in business intelligence applications. You'll begin by building basic analyses to include in dashboards, with more complexity as the course progresses.

Learn To:

• Build and use views and graphs in analyses
• Create and work with KPIs and scorecards
• Create and modify Oracle BI dashboards
• Administer objects in the Presentation Services Catalog
• Use Oracle Business Intelligence Mobile to access BI content
• Build analyses and dashboards

Benefits to You:

Transform your organization’s data into intelligence for improved decision making. Provide time-critical, relevant and accurate insights. Become more efficient at modifying analyses and dashboards.

Oracle BI Microsoft Office Plug-in

You'll also learn to use Oracle BI for Microsoft Office to integrate Oracle BI data and views in presentations and spreadsheets through a demo. Explore the use of Oracle BI Briefing Books and BI Composer, while learning to administer objects in the Oracle BI Presentation Catalog.

Case Study and Oracle Exalytics BI Machine Appendix

This course concludes with a case study where step-by-step instructions for building analyses and dashboards are scaled back. This allows you to practice the skills acquired in previous lessons. An appendix is included that covers the architecture and benefits of Oracle Exalytics BI Machine.

Audience

• Application Developers
• Business Analysts
• Business Intelligence Developer
• Developer
• End Users
• Functional Implementer
• Technical Administrator
• Technical Consultant

Course Topics Introducing Oracle Business Intelligence Enterprise Edition

• Introduction to Oracle BI
• Architecture overview

Working with Oracle Business Intelligence Analyses

• Introduction to Oracle BI Analysis Editor
• Oracle BI column types
• Working with analyses in Oracle BI
• Using advanced formatting

Administering the Presentation Catalog

• Oracle BI and catalog security overview
• Managing security using roles
• Understanding security inheritance
• Setting object permissions
• Setting system privileges
• Archiving catalog items

Limiting and Grouping Data in Analyses

• Introduction to filters and selections
• Creating, editing, and grouping filters
• Adding prompts to analyses
• Dynamic filtering
• Using saved analyses as filters
• Creating groups
• Creating calculated items
• Creating selection steps

Oracle Business Intelligence Analyses: Advanced Features

• Setting analysis properties
• Combining analysis criteria by using set operations
• Executing direct database analyses
• Editing logical SQL generated by an analysis
• Creating a link to a saved analysis
• Creating an Excel Web Query file

Working with Views and Graphs in Analyses

• Introduction to views, graphs, and editors
• Working with views in Compound Layouts
• Creating and editing graphs
• Linking master-detail views
• Performing common view tasks

Visualizing Data: Gauges, Maps, and Mobile

• Working with Gauge views
• Creating and editing Map views
• Working with and searching content in BI Mobile

Measuring Results with Key Performance Indicators

• Creating KPIs, setting trending, dimensionality, and thresholds
• Creating a KPI Watchlist
• Changing Dimensionality for a KPI Watchlist event

Showing Results With Pivot Tables

• Creating, arranging, and formatting a pivot table
• Using hierarchical columns
• Sorting in pivot tables
• Setting aggregation and using totals
• Showing an item's relative value
• Building calculations and displaying running sums

Creating Oracle Business Intelligence Dashboards

• Creating and editing dashboards
• Using the Dashboard Builder
• Exploring dashboard object properties and options
• Publishing dashboard pages
• Creating personal customizations and using other page options

Configuring Oracle Business Intelligence Dashboards

• Exploring types of dashboard content
• Embedding content in dashboards

Creating Dashboard Prompts and Variables

• Understanding variables
• Adding a named dashboard prompt to a dashboard
• Adding a hidden named dashboard prompt to a dashboard
• Creating additional prompt page and setting page preferences
• Adding variable prompts to a dashboard

Using Oracle Business Intelligence Delivers

• Configuring delivery devices and adding delivery profiles
• Adding an Alert Section to a dashboard
• Configuring an Agent
• Using Analysis and KPI conditions to deliver content with Agents
• Subscribing to an Agent

Integrating Analyses with MS Office

• Working with Oracle BI content in Microsoft Office applications

Working with Oracle Business Intelligence Briefing Books

• Adding content to Briefing Books
• Editing Briefing Books
• Downloading and viewing Briefing Books
• Adding a list of Briefing Books to a dashboard
• Using Briefing Books with Oracle BI Delivers

Scorecarding

• Identifying the objects and components of Oracle Scorecard and Strategy Management
• Creating a scorecard
• Editing a scorecard

Course Objectives

• Create and modify Interactive Dashboards
• Use hierarchical columns in analyses and views
• Create guided navigation links within Interactive Dashboards
• Use Delivers to configure Agents to get the results of analyses and deliver them to subscribers
• Create and modify Oracle Business Intelligence analyses using Analyses Editor
• Perform administration tasks related to the development and configuration of Interactive Dashboards
• Administer analyses and other Oracle BI objects
• Use Oracle BI for Microsoft Office to integrate Oracle BI analysis and Interactive Dashboard content into Office documents
• Use BI Composer
• Use Key Performance Indicators and Scorecards to analyze trends and meet business objectives
• Combine analysis criteria across multiple subject areas and execute direct database queries
• Perform pre- and post-aggregate filtering using filters, groups, and selections
• Build and use views and charts in analyses
• Create analyses using Essbase data sources
• Add geographical mapping to analyses
• Use BI Mobile to access BI Content