Oracle BI 11g R1: Create Analysis and Dashboards

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What you will learn:
This course provides step-by-step instructions for creating Analysis and dashboards, which compose business intelligence applications. Participants learn how to administer the Oracle BI Presentation Catalog and to build a simple Oracle BI dashboard starting with basic Analysis, then adding more complexity as the course progresses. Participants learn to include pivot tables, graphs, gauges, maps, prompts, embedded content, navigation links, and KPIs on the dashboards. Participants also use Oracle BI Delivers to send real-time, personalized alerts to dashboards and for subscribed users, and are introduced to the use of Oracle Business Intelligence Mobile in accessing BI content on their mobile devices. Participants are introduced to the use of Oracle BI for Microsoft Office to integrate Oracle BI data and views in Microsoft Office presentations and spreadsheets. Participants create KPIs and add KPIs to a dashboard. Finally, they explore the use of Oracle BI Briefing Books.
Learn To:
  • Build Analysis and dashboards
  • Build and use views and graphs in Analysis
  • Create Analysis using Essbase data sources
  • Create and work with KPIs
  • Create and modify Oracle BI Dashboards
  • Use Oracle Business Intelligence Mobile to access BI content
  • Use BI content in Microsoft Office applications
  • Configure, schedule, and deliver personalized alerts using Oracle BI Delivers
  • Business Analysts
  • End Users
  • Technical Consultant
  • Functional Implementer
  • Business Intelligence Developer
  • Application Developers
  • Developer
  • Technical Administrator
Course Objectives:
  • Create and modify Oracle Business Intelligence Analysis
  • Use hierarchical columns in Analysis and views
  • Perform administration tasks related to the development and configuration of dashboards
  • Build and use views and graphs in Analysis
  • Combine analysis criteria using set operations and execute direct database requests
  • Perform pre- and post-aggregate filtering using filters, groups, and selections
  • Add geographical mapping to Analysis
  • Use Oracle Business Intelligence Mobile to view BI content on a mobile device
  • Create and modify dashboards
  • Use Oracle BI for Microsoft Office to integrate Oracle BI analysis and dashboard content
  • Configure Agents using Delivers to get the results of Analysis and deliver them to subscribers
Course Topics:

Introduction to Oracle Business Intelligence Enterprise Edition

  • Introduction to Oracle BI
  • Architecture overview

Working with Oracle Business Intelligence Analysis

  • Introduction to Oracle BI Analysis Editor
  • Oracle BI column types
  • Working with Analysis in Oracle BI
  • Using advanced formatting

Administering the Presentation Catalog

  • Maintaining the Oracle BI Presentation Catalog in the Catalog page
  • Oracle BI and catalog security overview
  • Managing security using roles
  • Understanding security inheritance
  • Setting object permissions
  • Setting system privileges
  • Archiving catalog items

Limiting and Grouping Data in Analysis

  • Introduction to filters and selections
  • Creating, editing, and grouping filters
  • Adding prompts to Analysis
  • Dynamic filtering
  • Using saved Analysis as filters
  • Creating groups
  • Creating calculated items
  • Creating selection steps

Oracle Business Intelligence Analysis: Advanced Features

  • Setting analysis properties
  • Combining analysis criteria by using set operations
  • Executing direct database Analysis
  • Editing logical SQL generated by an analysis
  • Creating a link to a saved analysis
  • Creating an Excel Web Query file

Working with Views and Graphs in Analysis

  • Introduction to views, graphs, and editors
  • Working with views in Compound Layouts
  • Creating and editing graphs
  • Linking master-detail views
  • Performing common view tasks

Visualizing Data: Gauges, Maps, and Mobile

  • Introduction to Gauge views
  • Working with Gauge views
  • Introduction to Map views and their components
  • Creating and editing Map views
  • Introduction to Oracle Business Intelligence Mobile
  • Working with and searching content in BI Mobile

Measuring Results with Key Performance Indicators

  • Introduction to KPIs
  • Creating KPIs, setting trending, dimensionality, and thresholds
  • Introduction to KPI Watch lists
  • Creating a KPI Watch list
  • Changing Dimensionality for a KPI Watch list event

Showing Results with Pivot Tables

  • Introduction to pivot tables
  • Creating, arranging, and formatting a pivot table
  • Using hierarchical columns
  • Sorting in pivot tables
  • Setting aggregation and using totals
  • Showing an item’s relative value
  • Building calculations and displaying running sums

Creating Oracle Business Intelligence Dashboards

  • Introduction to dashboards and dashboard pages
  • Creating and editing dashboards
  • Using the Dashboard Builder
  • Exploring dashboard object properties and options
  • Publishing dashboard pages
  • Creating personal customizations and using other page options

Configuring Oracle Business Intelligence Dashboards

  • Types of dashboard content
  • Embedding content in dashboards

Creating Dashboard Prompts and Variables

  • Overview of variables
  • Introduction to dashboard prompts and prompt types
  • Adding a named dashboard prompt to a dashboard
  • Adding a hidden named dashboard prompt to a dashboard
  • Creating additional prompt page and setting page preferences
  • Variables and prompts
  • Adding variable prompts to a dashboard
  • Wiring dashboard prompts

Using Oracle Business Intelligence Delivers

  • Introduction to Oracle BI Delivers
  • Configuring delivery devices and adding delivery profiles
  • Introduction to alerts
  • Adding an Alert Section to a dashboard
  • Overview of Agents
  • Configuring an Agent
  • Using Analysis and KPI conditions to deliver content with Agents
  • Subscribing to an Agent

Integrating Analysis with MS Office

  • Introduction to Oracle BI Office Add-in
  • Working with Oracle BI content in Microsoft Office applications

Working with Oracle Business Intelligence Briefing Books

  • Introduction to Oracle BI Briefing Books
  • Adding content to Briefing Books
  • Editing Briefing Books
  • Downloading and viewing Briefing Books
  • Adding a list of Briefing Books to a dashboard
  • Using Briefing Books with Oracle BI Delivers