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2.
For the column that is to be the master column, in the Analysis editor: Criteria
tab , click the Options button and then select Column Properties. The
Column Properties dialog
is displayed.
3.
Click the Column Properties dialog: Interaction tab
.
4. In the Primary Interaction box in the Value area, select Send Master-Detail
Events
. The Specify channel field is displayed. 5.
In the Specify channel field, enter a name for the channel on which the master view sends master-detail events. You can use any appropriate name, for example,
Sales Analysis Channel, Channel 1, or channel 1.
6.
Add the view to use as a master view. Note that any view that you add that includes the master column can be used as a master view.
7. Click OK.
Defining the Detail View
To define a view as a detail view:
1.
Create or edit the analysis whose view you want to define as the detail view.
2.
Create the view that is to be the detail view, for example, a graph.
3.
Edit the view.
4.
Click the views Property button in the toolbar of the views editor. For example for a graph, click the Graph Properties toolbar button in the Graph Editor. The
views property dialog is displayed, for example, for a graph, the Graph
Properties dialog .
5.
In the Graph Properties dialog: General tab
for graph or funnel graph, the Gauge Properties dialog: General tab
for a gauge, the Table Properties dialog:
Style tab for a table, or the
Pivot Table Properties dialog for a pivot table,
select the Listen to Master-Detail Events box. 6.
In the Event Channels field, enter the name of the channel on which the detail view is to listen for master-detail events. The name must match including case
the name of the channel on which the master view sends master-detail events. For more information on the channel in the master view, see
Defining the Master View
.
7. Click OK.
8.
In the Layout pane
, drag the column or columns to be the detail column or columns to either the Prompts drop target or the Section drop target as follows:
■
If the detail view is a pivot table or table, then drag the column or columns to the Prompts drop target.
■
If the detail view is a graph or a gauge, then drag the column or columns to the Prompts drop target or to the Sections drop target, whichever you prefer,
unless the graph or gauge has a column on the Prompts drop target. Then, you must drag the column or columns to the Prompts drop target.
Note: You must drag and drop all detail columns to the same drop
target. You cannot have some on the Prompts drop target and some on the Section drop target.
Adding Views for Display in Dashboards 3-49
For more information on drop targets, see Understanding Drop Targets
.
9.
If you dragged and dropped one or more detail columns to the Section drop target, then select the Display as Slider box.
Example of a Table and Graph Linked in a Master-Detail Relationship
In this example, a table, Regional Sales Master View, is linked to a graph, Regional Sales View Detail View, in a master-detail relationship.
About the Regional Sales Master View
The analysis for the master view contains the Region and Dollars columns. The Dollars column is set up as the master column as shown in
Figure 3–19 . The view that was
added to be the master view is a table.
Figure 3–19 Example of Defining a Master View
About the Regional Sales Detail View
The analysis for the detail view contains the Region, Brand, and Dollars columns. The view that was added to be the detail view is a horizontal bar graph and is set up to
listen for master-detail events on Channel1, as shown in Figure 3–20
.
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Figure 3–20 Setting up to Listen to Master -Detail Events
The Region column is set up to be the detail column. This was done by dragging and dropping the Region column to the Graph Prompts drop target in the Layout pane as
shown in Figure 3–21
. Notice that the Region column is then displayed on the page edge in the table.
Figure 3–21 Example of Setting up the Detail Column
How the Master-Detail Linking Works for Regional Sales Master View and Regional Sales Detail View
When a user clicks on the cell that contains the dollars for the Eastern region in Regional Sales Master View, the view sends a master-detail event on Channel1 and
passes the master-detail event information of Region = EASTERN REGION.
Regional Sales Detail View, which is listening on Channel1, receives and reviews the master-detail event information. It determines that the Region column matches a
Adding Views for Display in Dashboards 3-51
column on its page edge, updates the page edge to EASTERN REGION, and refreshes the entire view as shown in
Figure 3–22 .
Figure 3–22 Master Detail Relationship: Regional Sales Master View and Regional Sales Detail View
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4
Building and Using Dashboards 4-1
4
Building and Using Dashboards
This chapter describes dashboards and explains how to build and use them. It contains the following topics:
■
What Are Dashboards?
■
Who Creates and Edits Dashboards?
■
What Is the Dashboard Builder?
■
What Controls the Look of a Dashboard?
■
Creating Dashboards
■
Editing Dashboards
■
Adding Oracle BI Publisher Reports to Dashboard Pages
■
Changing the Properties of a Dashboard and its Pages
■
Changing the Properties of Objects Added to Dashboard Pages
■
Deleting Objects on Dashboard Pages
■
Deleting Dashboard Pages
■
Saving Dashboards By Other Names and In Other Locations
■
Opening and Using Dashboards
■
What Are Saved Customizations for Dashboard Pages?
■
Saving Customizations
■
Applying Saved Customizations
■
Editing Saved Customizations
■
Clearing Your Current Customization
■
About Dashboard Template Pages for New Users
■
Creating Dashboard Template Pages for New Users
■
Publishing Dashboard Pages
■
About Creating Links to Dashboard Pages
■
Creating Links to Dashboard Pages
■
Working with Briefing Books
4-2 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
What Are Dashboards?
Dashboards provide personalized views of corporate and external information. A dashboard consists of one or more pages.
Pages can display anything that you can access or open with a Web browser, including the following:
■
The results of analyses The results of an analysis is the output returned from the Oracle BI Server that
matches the analysis criteria. It can be shown in various views, such as a table, graph, and gauge. Users can examine and analyze results, print as PDF or HTML,
save as PDF, or export them to a spreadsheet.
■
Alerts from agents
■
Action links and action link menus
■
Images
■
Text
■
Views of folders in the Oracle BI Presentation Catalog
■
Links to Web sites
■
Links to documents
■
Embedded content such as Web pages or documents
■
Oracle BI Publisher reports When you open a dashboard, the content of the dashboard is displayed in one or more
dashboard pages. Dashboard pages are identified by tabs across the top of the dashboard. A toolbar at the top right contains buttons that let you:
■
Edit the dashboard, if you have the appropriate permissions and privileges. For more information on the Dashboard Builder, see
What Is the Dashboard Builder?
■
Display various options for working with a Dashboard page
, such as printing the current page. See
Opening and Using Dashboards .
Who Creates and Edits Dashboards?
The ability to create dashboards is controlled by the Manage Dashboard privilege, which is managed by the administrator.
Dashboard editing, which is performed in the Dashboard builder
, is allowed for users with the appropriate permissions and privileges to the dashboard and to objects
that can be added to a dashboard page. For more information, see Assigning
Permissions . For information about administering privileges, see Managing
Presentation Services Privileges in Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.
What Is the Dashboard Builder?
The Dashboard builder lets you add dashboard pages to a dashboard and edit the pages in a dashboard. You can add objects to and control the layout of dashboard
pages.
Building and Using Dashboards 4-3
Pages contain the columns and sections that hold the content of a dashboard. Every dashboard has at least one page, which can be empty. Dashboard pages are identified
by tabs across the top of the dashboard. Multiple pages are used to organize content. For example, you might have one page to store results from analyses that you refer to
every day, another that contains links to the Web sites of your suppliers, and one that links to your corporate intranet.
The objects that you can add to a dashboard page include:
■
Dashboard objects — Items that are used only in a dashboard. Examples of
dashboard objects are sections to hold content, action links, and embedded content that is displayed in a frame in a dashboard. See
Table E–2, List of Dashboard Objects
.
■
Catalog objects — Objects that you or someone else has saved to the Oracle BI
Presentation Catalog for example, analyses, prompts, and so on and for which you have the appropriate permissions.
In a dashboard, the results of an analysis can be shown in various views, such as a table, graph, and gauge. The results of an analysis are the output that is returned
from the Oracle BI Server that matches the analysis criteria. Users can examine and analyze results, save or print them, or export them to a spreadsheet.
What Controls the Look of a Dashboard?
The look of a dashboard, such as background colors and the size of text, is controlled by:
■
Skins — Skins control the way the Oracle BI EE interface is displayed, such as
background colors, corporate logos, and the style sheets to use. Skins can be automatically assigned to users when they log on. Administrators can customize
the default skin and create new skins.
■
Styles — Styles control how dashboards and results are formatted for display,
such as the color of text and links, the font and size of text, the borders in tables, the colors and attributes of graphs, and so on. Styles are organized into folders
that contain Cascading Style Sheets files with a .css extension, images, and graph templates. Administrators can customize some style sheets and create new style
sheets. Users can override some elements in style sheets, such as table borders and text size, when formatting results in the Results tab.
■
Cosmetic formatting — Cosmetic formatting affects the visual appearance of
results and dashboards. You can apply it to results, columns, and sections. For more information, see
Applying Formatting to Dashboard Pages .
Creating Dashboards
You use the Dashboard builder
to create and edit dashboards. For more information on dashboards, see
What Are Dashboards?
To create a dashboard: 1.
In the global header, click New, then select Dashboard.
The New Dashboard dialog
is displayed.
2.
In the dialog, enter a name and description for the dashboard.
3.
Select the location for the dashboard.
4-4 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
4.
Specify whether you want to add content to the new dashboard now or later.
5. Click OK.
