BISP is committed to provide BEST learning material to the beginners and advance learners. In
the same series, we have prepared a complete end-to-end OBIEE Dashboard design document. The
document briefs you practical approach to create Dashboard, Analysis, Filters, Maps, KPI, scorecard
Gauge and Prompts. The document assists OBIEE11g learners to explore the various features. The
document simplifies OBIEE11g. In the first part of tutorial it is shown creation of Brand Analysis
Dashboard. The subsequent release of the case study will cover many new advanced features of
Dashboard building. Join our professional training program to learn from the experts.
IAC 2024 - IA Fast Track to Search Focused AI Solutions
Â
OBIEE11g Hands On Guide
1. OBIEE11g Practical Guide for Dashboard Building
âProduct Profitability Dashboardâ
BISP is committed to provide BEST learning material to the beginners and advance learners. In
the same series, we have prepared a complete end-to-end OBIEE Dashboard design document. The
document briefs you practical approach to create Dashboard, Analysis, Filters, Maps, KPI, scorecard
Gauge and Prompts. The document assists OBIEE11g learners to explore the various features. The
document simplifies OBIEE11g. In the first part of tutorial it is shown creation of Brand Analysis
Dashboard. The subsequent release of the case study will cover many new advanced features of
Dashboard building. Join our professional training program to learn from the experts.
History:
Version Description Change Author Publish Date
0.1 Initial Draft Kuldeep Mishra 1st Jul 2012
0.1 1st Review Amit Sharma 5th Jul 2012
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2. Purpose
This tutorial covers steps to create OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts and
Pivots. Finally it shows how to integrate them into a single unit.
Time to Complete
Approximately 120 min.
Overview
ď OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e
Chart ,
ď Tabular, Pivots, Filters, Gauge, Maps, Scorecard etc.
ď Dashboard: Single user interface to show the complete company stats in common windows.
ď Analysis â Business Users makes adhoc queries to satisfy various business questions by simply drag
and drop the objects.
ď Filters/Dashboard Promptsâ Enable users to filter the records. It could be based on user inputs.
ď Pivot: Cross Tabular layout of the information.
ď Chart: Graphical view of the business data.
ď Gauge: An alternate way to display info where we need to project data Actual Vs Target.
Software and Hardware Requirements
The following is a list of software requirements:
ď Oracle Database 11g
ď OBIEE11g 11.1.1.5
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4. ď
Creating Product Profitability Dashboard
Requirement #1: As a part of our learning, we are going to create the below Dashboard called âProduct Profitability
Analysisâ. The dashboard is divided into multiple objects (Analysis, Prompts, Chart and Pivots etc). We are going to
create below object in the specified order. This makes very easy for the learner to create the dashboard.
Now we are going to create complete dashboard in step by step manner.
Dashboard Prompt âSelect Metricâ
Step 1):- Create a new dashboard prompt.
To create dashboard prompt, login to Analytics and go to right pane Clickď New and select dashboard prompt
and select a Subject Area as given below.
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5. ii) After selecting subject area, dashboard prompt window will display. Here we have preview, add , open prompt for
catalog , insert page break ,edit , delete options.
Now, Click the button to add a new prompt ,We have three choices.
Column Prompt: - Obtain list of values from a Subject Area column.
Variable Prompt :- Provide a custom list of values to populate a variable.
Image Prompt :- Allow the user to select values using an HTML
iii) Click the button and select Column Prompt then choose the Subject Area column from Select Column
window.
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6. iv) Now the column New Prompt window will display. Here we specify the following properties.
Clickď Edit Formula button
Write âAâ in column formula in place of 1-Revenue.
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7. Clickď Ok.
v)Write on Label ď Select Metric , Select Operatorď Is equal to / is in, User Inputď Radio Buttons.
vi) In options we are able to set various other options. In Radio Buttons Valuesď Specific Column Values from
drop down list.
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8. vii) Clickď Select values , Select Values window will display.
Clickď Edit, After click on edit .
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9. Clickď Ok.
Selected values are shown in Select values window.
Clickď Ok.
After Clickď Ok.
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10. viii) Default Selectionď Specific Values from drop down list.
Clickď Select values.
After click on select value.
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11. Clickď Ok.
After click ok, We can see selected value.
ix)Select Radio Button Widthď Dynamic , Set a variableď Presentation Variable from drop down list and write the
presentation variable name as Met01.
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12. Clickď Ok.
x)After click ok , we see the prompt in prompt label and In display pane we see the view of prompt.
Dashboard Prompt âSelect Languageâ
Step1):- Now we create another dashboard prompt.
i)Clickď sign and select Column Prompt.
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13. ii)After that choose the Subject Area column from select column window.
Clickď Ok.
iii) Now after chose the column New Prompt window will display. Here we specify the following properties.
Clickď Edit Formula button
Edit Column Formula window will display ,Write âEnâ in column formula in place of 1-Revenue.
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14. Clickď Ok.
iv)After click Ok, we see prompt for column âEnâ. Labelď Select Language, Operatorď Is equal to / is in, User
Inputď Radio Button .
vi) In options we are able to set various other options. In Radio Buttons Valuesď Specific Column Values from
drop down list.
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15. vii)Clickď Select value sign, the select values window will display.
Click on Edit button.
viii) After click on edit button Edit window will display write the values on it.
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16. Clickď Ok.
ix)After click ok
Clickď Ok.
x)Here we see the selected values on Specific column values drop down list.
xi)Check-ď Require user input and Clickď Select add values on Default Selection.
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17. After click on Select values window will display ,Here we select a value .
Click ď Ok.
xii)Here we see the selected value on specific value drop down list. Select Radio button widthď Dynamic ,Set a
variableď Request variable from dropdown list and variable name
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18. Clickď Ok.
xiii)After Clickď Ok ,In prompt window we see the created prompt and itâs view to the display window.
Dashboard Prompt âSelect Metricâ
Step1):- Now we create another dashboard prompt .
i) Clickď sign and select Column Prompt.
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19. iii)After selected Column Prompt, Select Column window will display. then choose the Subject Area columns from
Select Column window.
Clickď Ok.
Dashboard Prompt âSet Source DB Tableâ
iv) Now, the column New Prompt window will display. Here we specify the following properties.
Clickď Edit Formula button
Edit Column Formula window will display ,Write âBâ in column formula in place of 1-Revenue.
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20. Clickď Ok.
iv) After click Ok, we see prompt for column as âBâ. Labelď Set Source DB Table, Operatorď Is equal to / is in, User
Inputď Radio Button .
v)In options we are able to set various other options. In Radio Buttons Valuesď Specific Column Values from
drop down list.
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21. vi)Clickď Select values , Select Values window will display.
vii) Clickď Edit, After click on edit .
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22. Clickď Ok.
viii) After Clickď Ok we see the values in selected pane.
Clickď Ok.
ix)We see the values in Specific Column values dropdown list.
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23. x)Checkď Require user input ,Default Selectionď Specific Value .
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24. Click ď select value , after click on Select Values window will display.
Select a value and Clickď Ok.
xi)Here we see the specific value ,Radio Button width ď Dynamic , Set a variable-ď Request Variable and write
variable name as Dynamic_Product_Table.
Clickď Ok.
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25. xii)After Clickď Ok ,In prompt window we see the created prompt and itâs view to the display window.
Click on Save button.
xiii)After click on Save as button, Save as window will display here we give the name of prompt and show the
location where the prompt save.
Clickď Ok.
Dashboard Prompt âCurrencyâ
Step 1):-Now here we create another prompt called as Currency prompt.
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26. i)Go to Newď Dashboard Prompt and Selectď Subject Area (Sample Sales as previously) then the dashboard
prompt window will display.
ii)Clickď sign and Selectď Currency Prompt.
iii)After click on currency prompt the New Prompt window will display.
Here we set Labelď Currency and Choice List Widthď Dynamic
Clickď Ok.
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27. iv)After click ok, we see the created currency prompt and also see the view of prompt in display pane.
v)Now Clickď Save as button ,then the Save as window will display.
Clickď Ok.
Creating Pivot âCustom Groupâ
Step 3):- Now, we create the first report of Product Details dashboard called as Custom Group.
i)Click on Newď Analysis then chose subject area from Select Subject Area.
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28. ii)Select tables column from left side Subject Area pane within Criteria.
iii)In Base Facts(Revenue)ď Edit Formula.
iv)Edit column Formula window will display.
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29. v)In Edit Column Formula we change Column Heading, Checkď Custom Heading and Custom HTML Markup ,
Aggregation Ruleď Sum.
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30. Clickď Ok.
vi)After set all properties in criteria Clickď Result tab and here we see result in below image. Clickď Edit View
option on pivot table.
vii)After click on edit view option on pivot table, the edit view window will display. Here we set properties
like Rowsď Products (Product Hierarchy),Columnsď Time(T05 Per Name Year),Measuresď Base Facts,
Excludeď Measure Labels. In columns Clickď summation and Select ď After to show grand total.
After set all properties Clickď Done.
viii) Now , we see the result , Clickď Edit View on title.
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31. ix)After click on edit view on title ,the edit view window will display. Setď Title as Custom Group, Started
Timeď Display date and time.
Clickď Done.
x) Now see the result .
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32. xi) Now Click on save button ,the save as window will display to save the report.
Clickď Ok.
Creating Pivot âTarget Completionâ
Step 4):- Now, we create the second report of Product Details dashboard called as
Target Completion.
i)Click on Newď Analysis then chose subject area from Select Subject Area pane.
Here , Subject Areaď Sample Sales..
ii) Select tables column from left side Subject Area pane within Criteria.
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34. Clickď Ok.
v)In Base Facts(Actual)ď Column Properties.
vi)In column properties Selectď Style tab and set properties.
vi)In column properties Clickď Data Format, Checkď Override Default Data Format , Custom Numeric
Formatď #.00M
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35. Clickď Ok.
vii)In Base Facts(5-Target Revenue) ď Edit Formula
viii)Edit Column Formula window will display, Here we Checkď Custom Heading change Column
Headingď Target ,Aggregation Ruleď Default(Sum) , Column Formulaď âBase Factsâ.â5- Target Revenueâ/1000000.
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37. Clickď Ok.
xi) In column properties Clickď Data Format, Treat Numbers Asď Custom, Checkď Override Default Data Format ,
Custom Numeric Formatď #.00M
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38. Clickď Ok.
xii)In Base Facts(Revenue)ď Edit Formula
xiii)In Edit Column Formula, Checkď Custom Heading ,Column Headingď Completion , Aggregation ruleď None , Set
Column Formula.
Clickď Ok .
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39. xiv)In Base Facts(Completion)ď Column Properties.
xv)In Column Propertiesď Data Format tab ,Checkď Override Default Data Format ,Treat Text Asď HTML from
drop down list .
Clickď Ok.
xvi)Now, In Simple Calculation(26 Target Completion(Rev Pct)ď Edit Formula
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40. xvii) In Edit Column Formula, Checkď Custom Heading ,Column Headingď % , Aggregation ruleď Default(Sum) and
Set Column Formula.
Clickď Ok.
xviii)Now , We see the criteria as below image.
xix)Clickď Result.
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41. xxii)Clickď New View and Selectď Pivot Table.
xxi)Clickď Edit in Pivot Table. The pivot table edit window will display.
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42. xxii) Now we set the properties in edit window. As same in below image. In Pivot table promptsď Time(T05 Per
Name Year) , Rowsď Products(P4 Brand) and Clickď ď After, Columnsď Measure Labels ,Measuresď Base
Facts(Actual ,Target ,Completion),Simple Calculationď %..
xxiii)Here we see the pivot table result after set properties Clickď Done to save all properties.
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43. xxiv) Go to criteria Simple Calculation(%)ď Column Properties
xxv) In Column Properties Selectď Conditional Format tab. Clickď Add condition.
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44. Select column from add condition .
After select column from add condition. New condition window will display. Select Operatorď Is greater than
,Valueď 115.
Clickď Ok.
After Click ď Ok. Edit Format window will display. Set Color and Background Color.
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45. Clickď Ok
xxvi) After Clickď Ok, We see the first condition in conditional format tab. Once again click on add condition
and select the column on which make a condition .
New condition window will display. Select Operatorď Is Less than ,Valueď 85.
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46. .
Clickď Ok.
After Click on ok. Edit Format window will display and here we set the properties color and background color.
Clickď Ok.
After Clickď Ok, We see the both first and second condition in conditional format tab within the column
properties.
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47. Clickď Ok.
xxvii)Now, Clickď Result tab and see the result.
xxviii)Clickď Edit on Title. The title window will display ,write the title of report in title box ,Selectď Display
Date and Time from Started Time drop down list.
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48. After set properties Clickď .Done.
xxix)Go to result and see the result.
xxx)Now Click on save button ,the save as window will display to save the report.
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49. Clickď Ok.
Chart âTarget Completion Chartâ
Step 5):- Now, we create the Third report of Product Details dashboard called as
Target Completion Chart.
i)Click on Newď Analysis then chose subject area from Select Subject Area pane.Here , Subject Areaď Sample
Sales.
Similarly, chose previous report (Target Completion) criteria.
and set all properties. After set all properties ,we see the properties as
Clickď Result and get result as show in below image.
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51. iii) Clickď Edit on Graph. The edit graph window will display.
iv)Measures(Lines(Vertical Axis))ď % , Line(Group By(Horizontal Axis))ď T04 Per Name
Half , Line(Vary Color By (Horizontal Axis))ď P4 Brand ,Excludeď T05 Per Name Year,
Actual, Target
v)Here we see the graph view.
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52. vi)Clickď Edit graph property, Graph properties window will display ,here we select General tab. In general
tab Canvas Widthď 450 , Canvas Heightď 200 , Legend Locationď Right .
Clickď Ok.
vii) Clickď Style tab and set its properties .
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53. Clickď Style and Conditional Formatting ,
viii)Clickď Scale tab and set properties, Axis Limitsď Specify , Tick typeď Specify.
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54. Clickď Scale Markers ,Scale Markers window will display. Here we Click Customize Scale Marker, The
customize scale marker window will display. Scale Marker as ď Static Value ď 100.
Clickď Color drop down list ,Color Selector window will display ,select a color
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55. Clickď Ok.
After set all properties we see scale marker window.
Clickď Ok.
ix)Now, Clickď Titles and Labels and set itâs properties Titleď Completion % ,In Labels Clickď Vertical Axis Labels
In Labels Clickď Vertical Axis Labels, Selectď Font Format tab , Sizeď 10
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56. Clickď Number Format tab, Checkď Override Default Data Format and set all properties.
Clickď Ok.
Here we see the vertical axis label . Clickď Horizontal Axis Label.
After Clickď Horizontal Axis Label and Selectď Font format tab , Sizeď 10.
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57. Clickď Ok.
Here we see the Vertical and Horizontal axis labels.
Clickď Ok.
x)Clickď Result tab and see the result.
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58. Now Click on save button ,the save as window will display to save the report.
Clickď Ok.
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59. Bubble Chart âRevenue Demographicâ
Step 6):- Now, we create the second report of Product Details dashboard called as Revenue Demographic.
i)Click on Newď Analysis then chose subject area from Select Subject Area pane .Here , Subject Areaď Sample
Sales.
ii) Select tables column from left side Subject Area pane within Criteria.
iii)Clickď Edit Formula in Base Facts(Revenue)
iv)After click on edit formula the edit column formula window will display. Checkď Custom Heading ,Aggregation
Ruleď Default(Sum) and set the Column Formula.
Clickď Ok.
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60. v) Now , Clickď Result tab then Clickď New Viewď Graphď Bubble.
vi)After selecting bubble we see the result .
vii) Clickď Edit View on graph. The Edit View window will display. In Bubble Graph(Measures)ď XY (Horizontal
Axis)ď 23 Avg # of Orders by Customer, XY (Vertical Axis)ď C21 Customer Age, XY (Bubble Size)ď 1-Revenue ,
Bubbles(Bubbles)ď C7a Marital Status(Dense Lookup) , Vary Color Byď C7a Marital Status(Dense Lookup),
Excludedď 46 Avg Order Process Time.
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61. viii)Here we see the graph view ,Clickď Edit graph properties
ix)After click on edit graph properties ,Graph Properties window will display, In General tab we set the
properties like Canvas Widthď 350, Canvas Heightď 220, Legend Locationď Top from drop down list.
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62. Clickď Ok.
x)Now, Clickď Style tab and set all properties.
Click on Style and Conditional Formatting.
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63. Clickď to add Custom Formatted Position. Clickď Color drop -down list.
After click on color drop-down list.
Clickď Ok.
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64. xi)Now, Clickď Scale tab and set properties Axis limitsď Specify ,Minimumď 20, Maximumď 70, Tick typeď Specify,
Checkď Show Major Ticksď 6, Checkď Show Minor Ticksď 1.
Clickď Vertical Axis Label ,The vertical axis labels window will display. Selectď Font Format tab.
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65. Clickď Ok.
xii)After Clickď Ok, we see the vertical axis label as 10px.
Clickď Ok.
xiii)Clickď Result tab and see result.
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66. xiv)Clickď Edit View on title. Here we set title and subtitle.
After set all properties Clickď Done.
xv)After Clickď Done ,We see the result.
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67. Now Click on save button ,the save as window will display to save the report.
Clickď Ok
Creating Pivot âConverted Revenueâ
Step 7):- Now, we create the second report of Product Details dashboard called as Converted Revenue.
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68. i)Click on Newď Analysis then chose subject area from Select Subject Area pane .Here , Subject Areaď Sample
Sales.
ii) Select tables column from left side Subject Area pane within Criteria.
iii)Clickď Edit Formula on Counts(31 # of Orders(Cnt Distinct))
iv)After click on edit formula the edit column formula window will display. Checkď Column Headings and Change
column Heading from 31 # of Orders (Cnt Distinct) to # of Orders , Aggregation Ruleď Default.
Clickď Ok.
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69. v) Clickď Edit Formula on Fx conversion(70 Average FX Rate to Pref Currency)
vi)After click on edit formula the edit column formula window will display. Here we Checkď Custom Headings
change Column Headingď 70 Average FX Rate to Pref Currency to Average FX Rate , Aggregation
Ruleď Default(None) .
Clickď Ok.
vii) Clickď Column Properties on FX conversion (Average FX Rate).
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70. viii)The column properties window will display Selectď Data Format tab ,In this tab set all properties
Checkď Override Default Data Format, Treat Number asď Number from drop down list , Negative Formatď Minus
-123 from drop down list ,Decimal Placesď 3, Checkď Use 1000âs Separator.
Clickď Ok.
ix)Clickď Edit formula on FX conversion (120 Converted Rev (Index Col)).
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71. x) Edit Column Formula window will display Checkď Custom Heading, Change Column Heading ď 120 Converted
Rev (Index Col), Aggregation Ruleď Default(Sum).
Clickď Ok.
xi)Clickď Column Properties on FX conversion( Converted Rev)ď Column Properties
xii)The Column Properties window will display , In Style tab Clickď Color drop down list. Color Selector window
will display here we chose a color.
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73. xiv)Now, Clickď Data Format tab and set the properties , Checkď Override Default Data Format, Treat Number
asď Number from drop down list , Negative Formatď Minus -123 from drop down list ,Decimal Placesď 2,
Checkď Use 1000âs Separator.
Clickď Ok.
xv)After set all properties of columns we see the criteria. Now ,Clickď Resulr tab.
xvi)After click on result tab, we see the result.
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74. xvii)Clickď Edit View on table. The edit view window will display. Here we set the properties.
xviii)Here we replace the position of Counts(# of Orders) and Orders(R3 Order Currency) with each other .
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75. xix)Clickď Summation in columns and Measures and Selectď After.
xx) In summation after Selectď After option then we see grand total in table result and check sign in
summation .
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76. After set all properties Clickď Done to save the properties.
xxi) Now we see the result.
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77. xxii)Clickď Edit View on title. Write Titleď Converted Revenue on title box , Started Timeď Display date and
time.
Clickď Done to save the properties.â
xxiii)After click done we see the result as below.
xxiv) Now Click on save button ,the save as window will display to save the report.
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78. Clickď Ok
Creating âDashboard Annotationâ
Step 8):- Now, we create the second report of Product Details dashboard called as Dashboard Annotation.
i)Click on Newď Analysis then chose subject area from Select Subject Area pane .Here , Subject Areaď Sample
Sales.
ii) Select tables column from left side Subject Area pane within Criteria.
iii) Selectď Filter from Actions Entries(Message Type)
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79. iv)The New Filter window will display .Operatorď Is equal to / Is in , Valueď Annotations from drop down list.
Clickď Ok.
v)We see the filter in criteria.
vi)Now , Clickď Result tab to see the result.
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80. vii)Clickď New Viewď Other Viewsď Narrative
viii)After Select Narrative we see it in below image .
ix)Now delete table and Clickď Edit view on narrative.
x)After click edit view on narrative .The edit view window for narrative will display.
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81. xi)Set all the properties.
After set all properties and Clickď Done.
xii)After click on done ,Here we see the result and Clickď Edit View on title.
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82. xiii)After click edit view ,the edit view window will display here we set Titleď Dashboard Annotation ,Started
Timeď Display date and time.
After set all properties Clickď Done.
xiv)Now, the result is shown as below.
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83. xv) Clickď Format Container on narrative. Horizontal Axisď Left .
Clickď Ok.
xvi)Now see the result.
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84. xvii) Now Click on save button ,the save as window will display to save the report.
Clickď Ok
Step 9):-Now we create a dashboard, Previously we created a dashboard called Simple Dashboard within Practice
Dashboard folder. Now we create a new page in practice dashboard called as Brand Analysis.
i)Go to Dashboardď Practice Dashboard(Simple Dashboard).
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85. ii) Clickď and Selectď Edit Dashboard.
iii)Clickď Add Dashboard Page. The Add Dashboard Page will display. Page Nameď Product details .
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86. then Clickď Ok.
iv) Here we see the Product Details tab. Here we also see the Dashboard Objects .
v)Drag and Drop Column and Section dashboard objects from left pane to right pane.
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87. vi) Drag and Drop reports from shared folders left pane to right pane. Here we see all reports which we
created above related to this dashboard. Here we also created on Action Link .
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88. vii)Go to dashboard Annotation and Clickď Edit Analysis and Selectď Rename.
viii)The rename window will display, here we set the name as See Dashboard Commentary, Checkď Use
Dashboard Object name as link text.
Clickď Ok.
ix)Now Clickď Action Link properties tab.
x) After Clickď Properties tab , Action Link properties window will display and Click on Select Action option.
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89. xi)After Click on Select Action option ,the Select Action window will display and here we select Annotate action.
Clickď Ok.
xii) After Clickď Ok. The Edit Parameter Mapping â Annotate window will display.
Clickď Ok
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90. Clickď Ok
xiii) Now, Clickď Property tab of See dashboard Commentaries and Selectď Display Resultsď Link - In a Separate
Window.
xiv)In Target Completion Chartď Edit Analysisď Show Viewď Graph1.
xv)In Converted Revenue(Title 1)ď Edit Analysis and Selectď Show Viewď Title1.
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91. xvi) In Converted Revenue(Title 1)ď Edit Analysis and Selectď Show Viewď Title 1.
xvii)After set all properties Clickď Save button and then Clickď Run button.
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