4-6 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
For information on adding Oracle BI Publisher reports, see Adding Oracle BI
Publisher Reports to Dashboard Pages .
When you drag and drop a scorecard object to the Page Layout area, the Dimension Pinnings dialog
might be displayed, where you pin or set values for KPI dimensions that are associated with the scorecard object.
3.
Set the properties of each object, as appropriate. To do so, hover the mouse pointer over the object in the Page Layout area to display the object’s toolbar and click the
Properties
button. What is displayed depends on the type of object. For some objects, a properties
dialog is displayed. For other objects, a menu of options is displayed. For more information, see
Properties Buttons for Objects .
4. Click the Save toolbar button.
Dragging and Dropping Objects to the Page Layout Area in the Dashboard Builder
When you drag and drop objects to the Page Layout area
of the Dashboard builder
, keep in mind the following:
■
As you drag an object in the Page Layout area, a blue bar is displayed to indicated the drop location relative to another object. When you hover over a valid target in
which to drop the object, the border of the target container changes to orange.
■
When you drop an object that does not have a name to the Page Layout area, it is assigned a default name, such as Section 1, Link 1, and so on. You can rename
some objects to assign meaningful, descriptive names.
■
When you hover the mouse pointer over an object that has been dropped to the Page Layout area, it is highlighted with an orange border and its toolbar is
displayed.
■
Columns are used to align content, while sections within columns hold the actual content. If you drag and drop an object to an empty Page Layout area, or drag and
drop an object to a column without first adding a section to hold it, then the proper containers for it are created automatically. For example, if you drag and
drop a section to an empty Page Layout area, a column is created automatically. If you drag and drop an analysis, then both the column and section are created
automatically.
■
When you drag and drop an analysis to the Page Layout area, the compound view is shown by default. If you want to show another view, then click the Properties
button for the analysis, select Show View, and select the view that you want.
■
When you drag a second object to a section, you can drop it either horizontally or vertically within the section, which sets the layout for the section. Additional
objects that you drag and drop have that layout. To change the layout after it has been set, you can use the Horizontal Layout and Vertical Layout buttons on the
section toolbar.
■
If you drag a section from one column into another column, then any content in that section is also included.
Adding Oracle BI Publisher Reports to Dashboard Pages
This section describes how to add Oracle BI Publisher reports to dashboard pages. It contains the following topics:
■
How Do Oracle BI Publisher Reports and Dashboard Pages Interact?
Building and Using Dashboards 4-7
■
Adding Reports to Dashboard Pages
■
Using Prompts with Parameterized Reports
How Do Oracle BI Publisher Reports and Dashboard Pages Interact?
This section contains the following topics:
■
About Oracle BI Publisher and Dashboard Pages
■
About Adding Reports to Dashboard Pages
About Oracle BI Publisher and Dashboard Pages
This section contains the following topics:
■
Interacting with Reports on Dashboard Pages
■
Selecting a BI Publisher Report for a Dashboard Page For general information on BI Publisher, see
Integration of Oracle BI EE with Oracle BI Publisher
.
Interacting with Reports on Dashboard Pages You can run, view, and interact with a BI Publisher report on a dashboard page. When included on a dashboard page, the BI
Publisher report can include a toolbar that can offer options for selecting a layout template, changing the BI Publisher reports output format, exporting the BI Publisher
report, sending the BI Publisher report to an available destination for example, printer, fax, e-mail, or FTP, scheduling the BI Publisher report, and analyzing the data.
Selecting a BI Publisher Report for a Dashboard Page Because reports can be scheduled, you can select the latest run of the report to include on the dashboard page. The report run
that you select also determines whether dashboard prompts can be used, as described in the following list:
■
When a report that is not scheduled or has no previous version is included on the dashboard page, the report is executed and generated when you access the
dashboard page. You can use the dashboard prompts to regenerate the report and display updated data.
■
When you add a report that is scheduled or that has a previous run to a dashboard page, you can specify whether you want the most recently generated version of
the report to be displayed on the dashboard. To do so, you use the View Latest Version
box in the BI Publisher Report Properties dialog
. If you specify that you want the most recently generated version of the report, because this report has
been run by the scheduler, you cannot use the dashboard prompts to regenerate the report from the dashboard.
Note: If you use Microsofts Internet Explorer browser version 7,
then you might experience problems viewing BI Publisher reports that are embedded in analyses or dashboards, depending on the privacy
settings of the browser. When you display the page from Oracle BI EE in the browser, you might find that the BI Publisher report is missing.
This problem is encountered on browsers with a medium-level of privacy and popups blocked. To work around this problem, use a
different browser than Internet Explorer version 7, or view the report in BI Publisher rather than in Oracle BI EE, or reduce the privacy
setting of the browser.
4-8 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
About Briefing Books and Printing BI Publisher Reports If you plan to print a dashboard page that contains a BI Publisher report or to include the page in a briefing book, then
you must keep the following points in mind:
■
If you print the briefing book as PDF and if the output format of the BI Publisher report is PDF, then the BI Publisher report is printed after the other objects on the
page. If you print a dashboard page that contains a BI Publisher report as PDF, but the dashboard page is not part of a briefing book, then the BI Publisher is not
printed.
■
If you print the dashboard page or briefing book as MHTML, then the BI Publisher report is not printed.
About Adding Reports to Dashboard Pages
You can add one or more existing reports to a dashboard page. The advantage is that you can share reports with other users and schedule the dashboard pages using
agents. An agent sends the entire dashboard to the user, including all data pages that the report references.
When configuring an agent for a dashboard page that contains a BI Publisher report, ensure that the following criteria are met:
■
The output format of the BI Publisher report must be PDF.
■
The agent must be set to deliver PDF. You can add reports to a dashboard page as embedded content and as a link.
Embedded means that the report is displayed directly on the dashboard page. The link opens the report in BI Publisher within Oracle BI EE.
If you modify the report in BI Publisher and save your changes, then refresh the dashboard page to see the modifications.
Adding Reports to Dashboard Pages
To add a report to a dashboard page: 1.
Edit the dashboard. For information, see Editing Dashboards
.
2.
Navigate to the page to which you want to add a report.
3.
Select a report in one of the following ways:
■
Select the report from the Catalog pane and drag and drop it into a section on the dashboard page.
■
To add a report from a dashboard page, select the report from the folder that contains its dashboard in the Catalog pane.
4.
Set the properties of the object. To do so, hover the mouse pointer over the object in the Page Layout area to display the objects toolbar, and click the Properties
button.
The BI Publisher Report Properties dialog
is displayed.
5.
Complete the fields in the properties dialog as appropriate.
6. Click OK.
