In the Save In box, select the personal or shared folder in which to save the In the Name field, enter a name for the analysis, such as forecasted_sales. Click OK. In the Save In box, select the folder in which to save the analysis. In the Name field, ent

Creating Analyses 2-19 By default, Excel prompts you to enter your user ID and password each time that the query is refreshed. Alternatively, you can save your user ID and password within the spreadsheet. Consult your Excel documentation for details. To integrate an analysis with Excels IQY feature: 1. Save an analysis with one or more table or pivot table views. 2. In the Analysis editor: Advanced tab , click the link to generate and download a Web Query file. 3. Save the file to the desired location. After opening the file in Excel, you can modify it, specify additional formatting, enhance it with graphs, and so on. For information, see your Excel documentation. Saving Analyses This procedure is a step in the process for constructing an analysis. For more information, see What Is the Process for Constructing Analyses? You can save an analysis to a: ■ Personal folder, from which only you can access it. Your top-level personal folder is called My Folders. Every user with a unique user name has a folder called My Folders. This is designed to hold the analyses that you run most often, and other content that you access frequently. When you click the Refresh Display link at the bottom of the pane, the analysis is listed under the folder in which you saved it. ■ Shared folder, from which users with permission to access that folder can access it. ■ Lotus Notes database by either: ■ Saving the analysis to a Web archive file file extension .mht, and then uploading the file to the Lotus Notes database. ■ Saving the analysis and scheduling it to be sent by e-mail automatically to a specific address on a Lotus Notes server using an agent. The Lotus Notes server can then process the e-mail and write it to the database. To save an analysis: 1. In the Analysis editor, click the Save Analysis toolbar button to display the dialog to save the analysis. 2. If you want to save the analysis to a personal or shared folder:

a. In the Save In box, select the personal or shared folder in which to save the

analysis.

b. In the Name field, enter a name for the analysis, such as forecasted_sales.

c. Click OK.

3. If you want to save the analysis to a Lotus Notes database using a Web Archive file: Note: You might not be able to download results into an Excel spreadsheet if your company is using certain security features. For more information, contact the administrator. 2-20 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition

a. In the Save In box, select the folder in which to save the analysis.

b. In the Name field, enter a name for the analysis, including an .mht file

extension, such as forecasted_sales.mht.

c. Click OK.

d. Upload the .mht file to the Lotus Notes database. 4. If you want to save the analysis to a Lotus Notes database using an agent:

a. In the Save In box, select the folder in which to save the analysis.

b. In the Name field, enter a name for the analysis, such as forecasted_sales.

c. Click OK.

d. Create the agent, scheduling it to be sent by e-mail to a specific address on a Lotus Notes server. For more information on creating an agent, see Creating Agents . Creating Agents from Analyses You can create an agent directly from an analysis. When you create an agent using this method, Oracle BI EE does the following: ■ Creates a condition based on the analysis and adds the condition to the Agent editor: Condition tab ■ Adds the analysis as the content delivery on the Agent editor: Delivery Content tab For more information on agents, see Chapter 8, Delivering Content. To create an agent from an analysis: 1. Locate the analysis from which you want to create an agent using one of the following methods: ■ Open the analysis, click the Analysis editor: Results tab and then the Schedule toolbar button. The analysis is saved and then the Agent editor is displayed. ■ Navigate to the analysis on the Catalog page , click the More list, and then click the Schedule option. The Agent editor is displayed. 2. Complete the following tabs of the Agent editor: ■ Agent editor: General tab ■ Agent editor: Schedule tab ■ Agent editor: Condition tab ■ Agent editor: Delivery Content tab ■ Agent editor: Recipients tab ■ Agent editor: Destinations tab ■ Agent editor: Actions tab 3. Save the agent. Creating Analyses 2-21 Editing Analyses To edit an analysis: 1. In the global header, click Catalog to display the Catalog page .

2. Navigate to the analysis to edit and click the Edit link. The analysis is displayed in