controlling section display in obiee dashboards

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Controlling the display of sections in OBIEE dashboards Page | 1 M. Leepin Controlling the display of sections in a dashboard Overview Controlling the display of sections within a dashboard may be of use to display information from separate analyses based upon values selected in a prompt for a presentation variable. This document demonstrates how to control the display of results in different dashboard sections that display information from various organisation levels. To control the display of sections, conditions will be created and added to these sections. These conditions will be based upon the results of an analysis that reference a presentation variable from a dashboard prompt within a filter condition. The following requirements will be used as examples - A/ Display for Statewide Display the section for the statewide organisation level within a dashboard when the statewide organisation level value is selected in a prompt for a presentation variable (= ‘Statewide’), otherwise where other levels are selected (<> ‘Statewide’) this section should not be displayed (as per screen shots above).

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Controlling the display of sections in OBIEE dashbo ards

Page | 1 M. Leepin

Controlling the display of sections in a

dashboard

Overview

Controlling the display of sections within a dashboard may be of use to display information from separate analyses based upon values selected in a prompt for a presentation variable.

This document demonstrates how to control the display of results in different dashboard sections that display information from various organisation levels.

To control the display of sections, conditions will be created and added to these sections. These conditions will be based upon the results of an analysis that reference a presentation variable from a dashboard prompt within a filter condition.

The following requirements will be used as examples -

A/ Display for Statewide

Display the section for the statewide organisation level within a dashboard when the statewide organisation level value is selected in a prompt for a presentation variable (= ‘Statewide’), otherwise where other levels are selected (<> ‘Statewide’) this section should not be displayed (as per screen shots above).

Controlling the display of sections in OBIEE dashbo ards

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B/ Display for all other levels

Display the section for all other organisation levels in a dashboard when any other organisation level values (<> ‘Statewide’) are selected in a prompt for a presentation variable, otherwise this section should not be displayed (= ‘Statewide’) (as per screen shots above).

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1/ Add sections & corresponding views to a dashboard

1.1 Open the applicable dashboard, Select - Page Options & Edit dashboard .

1.2 Add the sections that will require their display to be controlled and add the required views from the applicable analyses in each. As previously outlined in the Overview , Section 1 in the screenshot above corresponds with requirement B/ Display for all other levels , Section 2 corresponds with A/ Display for statewide .

2/ Create an analysis for reference in a condition

2.1 Create a separate analysis that will return results based upon the variable value selection in a dashboard prompt, the result of this analysis will be used as a condition that controls the display of the sections within a dashboard.

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2.2 Add a column to the analysis, next edit the Column Formula by adding a text string to this Column Formula that will be equal to one of the organisation level value options displayed in the drop down prompt for the presentation variable in the dashboard. In this case we have used ‘Statewide ’, finally add a suitable custom Column Heading for this column.

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2.3 Add a Filter condition for the calculated column. This will need to refer to the required presentation variable from the dashboard, to do this select - Add More Options, Presentation Variable .

2.4 In the box titled Variable Expr - enter the title of the presentation variable referenced in the prompt for the organisation level. In the box titled- (default) enter the default value of this presentation variable. So- in this case the variable is titled Col1 and the default value is Part . Select OK and save the analysis.

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For additional reference here - you please also refer to the Edit Prompt screen shot. This displays details of how this presentation variable - Col1 is referenced within the dashboard prompt.

3/ Create the condition for controlling the display of the

statewide section in the dashboard

3.1 Return to your dashboard, select - New & Condition .

3.2 Where the window displays Create condition based on ensure ‘Analysis‘ is selected from the drop down & select Browse...

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3.3 Navigate to the location of the analysis created in step 2, select the analysis and OK. If an error message as above appears, you may still continue, so select OK.

3.4 Next define the True condition based upon the row count output of the analysis created in 2. For the True If Row Count item above, in the drop down adjust this to - is greater than 0 . This True condition will determine when Section 2 is displayed in the dashboard. So when the condition is added to Section 2 in the dashboard in step 5 ahead, the display will be controlled as follows-

When the Row Count is greater than 0, then the condition is set to True and Section 2 will be displayed; this will happen when Statewide is selected in the prompt.

When the row count is equal to 0, then the condition is set to False and Section 2 will not be displayed; this will happen when other organisation levels are selected in the prompt that are not Statewide , select - Save.

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3.5 Add the required Name for the condition, navigate to the required folder location and select OK.

4/ Create the condition for controlling the display of the

section for all other organisation levels in the dashboard

4.1 Repeat steps as per 3, however when repeating step 3.4, adjust the True if Row Count item in the drop down as follows - is equal to 0 . This true condition will determine when Section 1 is displayed in the dashboard. So when the condition is added to Section 1 in the dashboard in step 6 ahead, the display will be controlled as follows-

When the row count is equal to 0, then the condition is set to True and the section will be displayed; this will happen when other organisation levels are selected in the prompt that are not Statewide .

When the row count is not equal to 0, then the condition is set to False and the section will not be displayed; this will happen when Statewide is selected in the prompt.

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5/ Add a condition to the statewide level section in the

dashboard

5.1 We will now add our condition created in step 3 to the statewide section of the dashboard – Section 2 . Return to the dashboard and select Page options and Edit Dashboard .

5.2 Highlight the Section 2 (statewide), select Properties and Condition .

5.3 Choose the selection condition icon.

5.4 Navigate to your user folder where the condition created for Statewide has been saved, select - the condition and OK.

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The section condition window will now be displayed, select OK.

6/ Add the condition to the other organisation levels section in

the dashboard

Repeat steps from 5 for the section for other organisation levels – section 1 , when repeating step 5.4 , ensure that the condition created in step 4 (for all other levels) is selected.