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If you choose a folder in the Dashboards subfolder directly under Shared Foldersfirst level subfolder in which no dashboards have been saved, then a new
Dashboards folder is automatically created in that folder in which to save the new dashboard. For example, if you choose a folder named Shared FoldersSales
in which no dashboards have been saved, a new Dashboards folder is automatically created and the Location entry changes to Shared
FoldersSalesDashboards. A new Dashboards folder is not automatically created if you choose a folder at any other level.
To save a dashboard by another name or in another location: 1.
Edit the dashboard. For information, see Editing Dashboards
.
2. Click the Save Dashboard As toolbar button to display a dialog, where you
specify the save criteria.
Opening and Using Dashboards
To open and use a dashboard: 1.
In the global header, click Catalog to display the Catalog page
.
2. Navigate to the dashboard to open and click the Open link.
The dashboard is opened to the first Dashboard page
. If no content has been added, then an empty dashboard page notification message is displayed.
3.
optional Perform any of the following tasks:
■
Display the dashboard in the Dashboard builder
for editing.
■
Navigate among dashboard pages by clicking the page tabs.
■
Print a page. For information, see
About Briefing Books and Printing BI Publisher Reports
.
■
Refresh a page. Perform this task to ensure that the refresh operation bypasses saved
information in the Oracle BI Presentation Services cache and is issued to the Oracle BI Server for processing.
When you select a specific dashboard or analysis, Presentation Services checks its cache to determine if the identical results have recently been requested. If
so, Presentation Services returns the most recent results, thereby avoiding unnecessary processing by the BI Server and the back-end database. If not, the
analysis is issued to the BI Server for processing. You cannot force the analysis past the BI Server’s cache.
Administrators can configure cache settings that control what is cached and for how long. For information, see Managing Performance Tuning and Query
Caching in Oracle Fusion Middleware System Administrators Guide for Oracle Business Intelligence Enterprise Edition.
■
Add a page to a briefing book. For information, see
Adding Content to New or Existing Briefing Books .
■
Create a bookmark link or a prompted link to the page. For information, see
About Creating Links to Dashboard Pages and
Creating Links to Dashboard Pages .
Building and Using Dashboards 4-13
■
Apply saved customizations. For information, see
What Are Saved Customizations for Dashboard Pages? and
Applying Saved Customizations .
■
Edit saved customizations. For information, see
What Are Saved Customizations for Dashboard Pages? and
Editing Saved Customizations .
■
Save the current customizations. For information, see
What Are Saved Customizations for Dashboard Pages? and
Saving Customizations .
■
Clear the current customizations. For information, see
What Are Saved Customizations for Dashboard Pages? and
Clearing Your Current Customization .
For information on keyboard shortcuts that you can use in a dashboard, see Keyboard
Shortcuts for Oracle BI EE and Oracle BI Publisher .
What Are Saved Customizations for Dashboard Pages?
Saved customizations allow users to save and view later dashboard pages in their current state with their most frequently used or favorite choices for items such as
filters, prompts, column sorts, drills in analyses, and section expansion and collapse. By saving customizations, users need not make these choices manually each time that
they access the dashboard page.
Users with the appropriate permissions and dashboard access rights can perform the following activities:
■
Save various combinations of choices as saved customizations, for their personal use or use by others.
■
Specify a saved customization as the default customization for a dashboard page, for their personal use or use by others.
■
Switch between their saved customizations. For information on using saved customizations, see
Applying Saved Customizations and
Clearing Your Current Customization .
For information on saving customizations and editing saved customizations, see Saving Customizations
and Editing Saved Customizations
Example Scenarios for Creating and Using Saved Customizations
This section describes two example scenarios that describe the creation and use of saved customizations.
Scenario 1: Saved Customizations Created by a Group for Use by Others
An IT group in a consumer goods company builds a master dashboard that contains the content that various product groups need to view. The dashboard contains filters
and prompts from which members of the product groups would ordinarily make customizations to view relevant results.
The master dashboard contains two analyses, one that shows sales for the east, west, north, and south regions, and another that shows all products shipped in those
regions. The analysis for sales by region contains a prompt that allows users to select
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their particular region. The analysis for all products shipped contains a filter that allows users to select their products.
An IT consultant customizes the view for the Fizzy Brands product group for each region. The consultant first selects the east region and the Fizzy Brand products from
the filters and prompts on the dashboard, and then saves these choices as a customization that can be shared by other users. The consultant then assigns this
customization as the default view customization to members of the east region group that sells Fizzy Brand products. The consultant repeats this process for the west, north,
and south regions.
When a Fizzy Brands sales representative for the western region signs in to Oracle Business Intelligence and views the dashboard, the representative initially views sales
and shipment information based on the region and product choices assigned as the default view customization for that group. All sales representatives in that group who
would typically make identical choices for region and product no longer have to do so.
Scenario 2: Saved Customizations Created for Use by an Individual User
A business user’s dashboard contains two reports, one that shows sales for all regions, and another that shows all products shipped. Each report contains a prompt, allowing
the user to select a particular region and product. The user selects the eastern region and the Fizzy Brands product. The dashboard refreshes to show the user this view of
the data. The user saves this view as a customization, indicates that the customization is for personal use, and that it is the default customization the user wants to see when
viewing the dashboard. Then, this user creates additional combinations of the product and region sets in which the user is most interested, and saves them for later retrieval.
The user can also access customizations that were saved by the IT group as shared customizations. To view sales in the western region for Fizzy Brands, the user clicks
the Page Options button, selects Apply Saved Customizations, and selects the view named Dollar Sales, Western Region, Fizzy Brands. The dashboard refreshes with the
new view of the data.
Saving Customizations
You can save customization for use by you or by others. You can also specify whether the customization is to be the default customization for a dashboard page, for you or
for others. For more information on customizations, see What Are Saved
Customizations for Dashboard Pages?
To save a customization: 1.
Open the dashboard in which you want to save a customization. For information, see
Opening and Using Dashboards .
2.
Navigate to the page on which you want to save a customization.
3.
Make your customizations.
4. Click the Page Options toolbar button on the dashboard page and select Save
