Oracle BI Suite EE 10g R3: Create Reports and Dashboards

This course provides step-by-step instructions for creating ad-hoc queries in Oracle Business Intelligence Answers and incorporating them into Interactive Dashboards, which compose business intelligence applications. Participants learn to build a simple Oracle BI Interactive Dashboard starting with basic requests created in Answers, then add more complexity as the course progresses. Participants learn to include pivot tables, charts, gauges, prompts, embedded content, navigation links, and Oracle BI Publisher reports in the dashboards. Participants also use Oracle BI Delivers to send real-time, personalized alerts to Interactive Dashboards for subscribed users.

In addition to building Interactive Dashboards, participants learn to configure, maintain and customize the user interface using cascading style sheets, dashboard styles, and XML message files. Participants also build reports based on Answers requests as well as Oracle BI subject areas using Oracle BI Publisher, and use Oracle BI for Microsoft Office to integrate Oracle BI data and views in Microsoft Office presentations and spreadsheets. Finally, they explore recommended design principles and best practices for presenting information in Interactive Dashboards.

Learn To:

• Build queries in Oracle BI Answers
• Customize the Oracle BI user interface
• Create and modify Oracle BI Interactive Dashboards
• Work with Oracle BI content in Microsoft Office applications
• Configure, schedule, and deliver personalized alerts using Oracle BI Delivers

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 reports and dashboards.

Audience

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

Course Topics Working with Oracle Business Intelligence Answers

• Introduction to Oracle BI Answers
• Working with requests in Oracle BI Answers
• Using advanced formatting

Filtering Requests in Oracle Business Intelligence Answers

• Introduction to filters in Answers
• Adding filter prompts to requests
• Using saved requests as filters

Oracle Business Intelligence Answers: Advanced Features

• Combining request criteria using set operations
• Executing direct database requests
• Editing logical SQL generated by a request

Building Views and Charts in Requests

• Introduction to Answers views and charts
• Creating and editing charts
• Performing common view tasks

Showing Results with Gauge Views

• Introduction to Gauge views
• Working with Gauge views

Showing Results with Pivot Tables

• Introduction to pivot tables
• Formatting pivot tables
• Setting aggregation rules and building formulas

Creating Oracle Business Intelligence Interactive Dashboards

• Introduction to Interactive Dashboards and pages
• Dashboard Editor UI elements
• Composing dashboard elements

Configuring Oracle Business Intelligence Interactive Dashboards

• Types of dashboard content
• Embedding content in Interactive Dashboards
• Using bookmark links to distribute and save Interactive Dashboards

Customizing the Oracle Business Intelligence User Interface

• Modifying cascading style sheets
• Modifying XML message files
• Making configuration changes using the instanceconfig file

Configuring Guided Navigation Links

• Building guided navigation with static links
• Building guided navigation with conditional links and sections

Administering the Oracle Business Intelligence Presentation Catalog

• Maintaining the Oracle BI Presentation Catalog
• Managing security
• Understanding security inheritance
• Describing the Presentation Catalog structure
• Permission types
• Setting permissions using the Manage Catalog screen

Using Oracle Business Intelligence Delivers

• Introduction to Oracle BI Delivers
• Configuring delivery devices
• Adding delivery profiles
• Building alerts
• Introduction to Oracle BI Scheduler
• Scripted jobs

Using Oracle Business Intelligence Briefing Books

• Introduction to Oracle BI Briefing Books
• Creating an Oracle BI Briefing Book
• Adding Content to Briefing Books
• Editing a Briefing Book
• Downloading and viewing a Briefing Book
• Adding a list of Briefing Books to a Dashboard
• Using Briefing Books with Oracle BI Delivers

Using Oracle BI for Microsoft Office

• Introduction to Oracle BI for Microsoft Office
• Working with Oracle BI content in Microsoft Office applications

Using Oracle Business Intelligence Publisher

• Introduction to Oracle BI Publisher
• Creating a BI Publisher report from an Answers request
• Creating a BI Publisher report from the BI Server
• Integrating Discoverer worksheet content in a BI Publisher report

Reviewing Interactive Dashboard Design Principles and Best Practices

• Understanding dashboard design principles
• Conceptualizing dashboards
• Dashboard fundamentals

Course Objectives

• Build Oracle BI Publisher reports based on Answers requests and BI metadata subject areas
• Combine request criteria using set operations and execute direct database requests
• Create and modify Business Intelligence requests using Oracle Business Intelligence Answers
• Create and modify Interactive Dashboards
• Create guided navigation links within Interactive Dashboards
• Customize the Oracle BI Presentation Services user interface
• Employ recommended design principles and best practices
• Integrate Oracle BI Publisher reports in Interactive Dashboards
• Perform administrative tasks related to the development and configuration of Interactive Dashboards
• Configure, schedule and deliver personalized alerts to Interactive Dashboards using Oracle Business Intelligence Delivers
• Work with Oracle BI Presentation Services content in Microsoft Office applications
• Work with views to display request information