From the Objects list, select Analyze. A new browser tab opens and displays the Right-click the KPI and select Analyze. A new browser tab opens and displays the In the Name field, enter a name for the agent and complete the Create New Agent
3. From the Objects list, select Analyze. A new browser tab opens and displays the
analysis, and Oracle BI EE saves the analysis to the catalog’s Drills folder My FoldersDrills. To output an analysis from a KPI on a scorecard: 11-6 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition 1. Expand the scorecard’s strategy tree, initiative tree, Scorecard Documents pane, or Catalog pane and select a KPI.2. Right-click the KPI and select Analyze. A new browser tab opens and displays the
analysis, and Oracle BI EE saves the analysis to the catalog. Creating an Agent From a KPI Use the following procedure to create an agent from a KPI using the Create Agent option. This option is available from the More list on the Catalog page and from the New Object list in the Scorecard Editor’s Catalog pane . When you create an agent using this method, Oracle BI EE does the following: ■ Uses the KPI dimensions, dimension values that you specify, and status to create a condition that is based on the KPI and adds the condition to the Agent editor: Condition tab . ■ Outputs the KPI as an analysis, saves the analysis to the catalog, and attaches the analysis to the Agent editor: Delivery Content tab . For more information about agents, see Chapter 8, Delivering Content. To create an agent from a KPI: 1. Locate the KPI from which you want to create an agent using one of the following methods: ■ From the Catalog page , browse for and locate the KPI. In the Catalog area , click the KPI’s More list and select Create Agent. The Create New Agent dialog is displayed. ■ From anywhere in scorecard Strategy pane, Initiatives pane, Scorecard Documents pane, Catalog pane, or any tab within the Scorecard Editor, select a KPI, right-click, and select Create Agent. The Create New Agent dialog is displayed.2. In the Name field, enter a name for the agent and complete the Create New Agent
dialog. Click OK. The Agent editor is displayed and the information that you specified in the Create New Agent dialog defaults into the Agent editor: Condition tab and the Agent editor: Delivery Content tab . 3. Complete and save the agent. For more information, see Creating Agents . Contacting the Business Owner of a KPI Use the following procedures to send a message to a KPI’s business owner. The business owner is the person who is responsible for managing the KPI. Upon the creation or modification of the KPI, the KPI designer selects the business owner from the Oracle BI EE user list. Oracle BI EE uses the delivery devices and profiles that the business owner has specified in the My Account dialog: Delivery Options tab to determine where to deliver the message for example, e-mail, phone, or pager. To contact the KPI’s business owner from a KPI watchlist: 1. Locate and open the KPI watchlist from the catalog, open a dashboard that contains a KPI, or open the scorecard that contains the KPI watchlist. Using KPIs and KPI Watchlists 11-72. Go to the Performance tab and within the New KPI Watchlist table, select the row
Parts
» Oracle Fusion Middleware Online Documentation Library
» Click Sign In. One of the following pages depending on what has been
» Click OK. Oracle Fusion Middleware Online Documentation Library
» Navigate to the analysis to edit and click the Edit link. The analysis is displayed in
» Click Done. Oracle Fusion Middleware Online Documentation Library
» To set the properties of the table or pivot table, click the Table View Properties or
» Click OK. To set the properties of the gauge view, click the Edit Gauge Properties on the
» Specify the appropriate options in the dialog, and click OK.
» In the View for Text Delivery box, select the compound layout to which you Click OK.
» In the Primary Interaction box in the Value area, select Send Master-Detail Click OK. Click OK.
» Click OK. Navigate to the dashboard to edit and click the Edit link.
» Click the Save toolbar button.
» Click the Page Options toolbar button on the dashboard page and select Edit Click OK.
» Click Tools and then select Publish Page to Dashboard. Click OK.
» Click the Page Options toolbar button on the dashboard page and:
» Click OK. Select the named filter and click the Add More Options button. The Click OK.
» When the calculated item or group is complete, click OK.
» Click OK. The prompt is displayed in the
» Create a new dashboard or open an existing dashboard and click the Edit
» Click the Import Formatting toolbar button.
» Click the More link for the agent and select one of the following options:
» Click OK. Click the Subscribe to RSS feed button located to the left of the Clear All
» Click the Create New Action button displayed as the Add New Action button in
» Click the Create Initiative toolbar button or right-click and select Create Click Save.
» Click Save. Oracle Fusion Middleware Online Documentation Library
» If you made any changes, then click Save.
» Click Search. Oracle Fusion Middleware Online Documentation Library
» Perform a task: Oracle Fusion Middleware Online Documentation Library
» In the Action menu, tap Add to Favorites.
» In the Action menu, tap Run Agent.
» Click the button that is labeled Update or a similar name that indicates that write
» Click OK to close the Preferences dialog.
» Press CTRL+ALT+G to display the Skip to Content link.
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