In the Get Started section, click the Download BI Desktop Tools link, then click From the Welcome screen, select Next. From the Oracle BI menu, select Preferences. Click Test Connection to test the connection between the Oracle BI Add-in for
5. In the Get Started section, click the Download BI Desktop Tools link, then click
Oracle BI for MS Office . 6. In the Download dialog, specify a location to which you want to download the executable file with which you install Oracle BI for Microsoft Office. 7. When the file is downloaded, display Windows Explorer and double-click the file that you downloaded to run it. During the installation, you might be prompted to install prerequisite software. After installing the prerequisite software, you might be prompted to restart the computer. After restarting, navigate back to the location of the downloaded file and double-click it to reinitiate the install.8. From the Welcome screen, select Next.
9. Follow the instructions in the wizard to select the appropriate options for your system. 10. After all components are installed, the Install Shield Wizard Complete dialog is displayed. Click Finish. Integrating with Microsoft Office B-9 See Copying Results to Microsoft Applications for information on how end users work with Oracle BI for Microsoft Office. Configuring Connections to Oracle BI Presentation Services When the software is downloaded and installed, each user must enter the connection information in the Preferences dialog for Oracle BI Add-in for Microsoft Office on the client computer to enable communication with the BI Office Server. To configure connection information from the Oracle BI Add-in for Microsoft Office to Presentation Services: 1. Open Microsoft Excel or Microsoft PowerPoint. The connection information is shared, therefore you can enter it through either application and it is available to both.2. From the Oracle BI menu, select Preferences.
3. On the Connections tab, select New.
4. Complete the following fields in the Connection Detail dialog:a. Server Name
— Enter the name to use for this connection.b. BI Office Server
— Enter the URL for the BI Office Server for example: bioffice-server.example.com.c. Application Name
— Enter the Application Name that was defined for the BI Office Server when the BI Office Server application was deployed to its Oracle WebLogic Server container. The name defaults to bioffice, but if another name was specified during deployment, then enter that name in this field.d. Port
— Enter the port for the BI Office Server. The default is 80.5. Click Test Connection to test the connection between the Oracle BI Add-in for
Microsoft Office and the BI Office Server. Note that this does not test the connection between the BI Office Server and Presentation Services. 6. Complete the fields on the General and Logging tabs as appropriate. See the Help for Oracle BI Add-in for Microsoft Office for information on the Preferences dialog.7. Click OK to close the Preferences dialog.
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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