lesson 7

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Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 7: Running an OBIEE Analysis This course, Introduction to OBIEE, provides a high-level overview of the basic elements and navigation in OBIEE, the SWIFT Data Warehouse query and reporting tool. OBIEE (Oracle Business Intelligence Enterprise Edition) provides State of Minnesota agencies the ability to retrieve and present financial and human resources data from the SWIFT Data Warehouse in a variety of formats including queries, reports and dashboards. OBIEE delivers a user-friendly business intelligence platform that makes it simple to access data, whether the user is running pre-built queries and reports or creating them from the ground up. This course is recorded as a PowerPoint presentation, allowing you to review it at your own pace. Click your mouse or use your keyboard arrow keys to advance slides. Red boxes shown in demonstrations are intended to simulate mouse clicks in OBIEE. NOTE: Many of the screenshots in this course were recorded in a demonstration environment. Data displayed in the examples provided does not reflect actual State of Minnesota data.

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Lesson 7: Running an OBIEE Analysis The result of a query against the SWIFT Data Warehouse in OBIEE is presented in an OBIEE analysis. In this lesson, we’ll locate and run an OBIEE analysis in order to become familiar with how an analysis is presented. The lesson will introduce: • Some of the common components of an OBIEE analysis

• The various types of views that make up an OBIEE analysis including the Table and Graph views.

• Drilling into data in an analysis

Please note: Data presented in this demonstration does not represent actual state of Minnesota data.

Lesson 7: Running an OBIEE Analysis

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Let’s start by searching for an analysis. As we discussed earlier, one way to launch a search is from the Global Header. Let’s do that.


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Click the Advanced button. (This has the same effect as clicking the binoculars button on the Catalog page toolbar.)


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Notice that the Folders pane is replaced by the Search pane. In this exercise, we want to find an analysis in My Folders with a name that starts with Target Revenue.


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Enter Target Revenue in the Name field. (We’ve entered if for you for purposes of this demonstration.)


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Click the Location field drop down.


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Select My Folders.


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Click the Type field drop down.


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We’re searching for an analysis. Click Analysis.


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Click the Search button.


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The search found one analysis in My Folders that starts with Target Revenue: Target Revenue V Actual Revenue. Let’s take a closer look at the Search Result. The Search Result in the Catalog Area displays…


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the icon that represents the type of item found: in this case, an analysis


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the title of the analysis


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the date and time this analysis was last modified


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the User ID of the person who created the analysis


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the Catalog path displaying the location that this analysis has been saved to Note: This path is actually a link. If you were to click on it, all items in the displayed location would appear in the Catalog Area.


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These links are used to initiate tasks. The list of task links provided is determined by: • the type of item listed and • your security privileges

(permissions) regarding that item. Let’s check those out.


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Open will run the analysis and display the results.


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Edit will display the analysis in edit mode, allowing you to see how the analysis is structured, and make changes if you’d like.


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More provides a list of links for additional tasks that can be completed. Click the More dropdown.


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We reviewed most of these same tasks when we toured the Catalog page toolbar earlier in the lesson. If you click the analysis to select it, most of these actions will also be available from the Catalog page toolbar above, and in the Tasks pane to the left. Let’s try that.


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Click the title of the analysis to select it.


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Now that the analysis is selected, notice that additional buttons in the toolbar have been enabled (now shown in color).


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And, the tasks that appeared when you clicked the More dropdown now appear for this item in the Tasks pane as well.


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Let’s run (or open) this analysis and see what it looks like.


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From here, you have three options to choose from to open this analysis. All three of these options achieve the same result, allowing you to run and view the analysis.


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Click the Open link in the Tasks pane.


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The analysis, which is based on a query against the SWIFT Data Warehouse, runs and the results are displayed. Reminder: The data displayed in these examples does not represent actual state of Minnesota data. The data you’ll see in these examples is for demonstration purposes only.


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Let’s check out some of the common features of this OBIEE analysis.


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This analysis is presented in a compound layout, providing more than one view of the data at one time.


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On top, data is shown in a table view, providing information in a series of columns and rows.


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In addition, the same data is summarized in a graph view, below. As you hover your mouse over the graph view, you are provided with details as reflected in the table view above. Let’s try that.


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Let’s see what the Target Revenue (blue line) figure is for the Local Plants Dept.


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Hover over the blue line (Target Revenue), above the Local Plants Dept label in the graph.


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The table value that corresponds to that particular point on the graph is displayed.


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Let’s check the Revenue value (red line) for the same Department.


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Hover over the red line (Revenue), above the Local Plants Dept label in the graph.


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The Revenue figure is displayed.


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Let’s take a closer look at the table view portion of the analysis.


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This table displays revenue information for various Departments, providing a comparison of target versus actual revenue for those departments. It’s sorted by the Department column in ascending order. You can easily change the way the information in the table is sorted.


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Let’s remove the sort from the Department column and sort on the Over/(Under) Target column, in ascending order.


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When you hover your mouse over a column header, Up and Down arrows appear to allow you to sort on that column. Choosing the Up arrow sorts in ascending order. Choosing the Down arrow will sort the data in descending order.


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Click the Up arrow on the Over/(Under) Target column to re-sort the table view.


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The table is now re-sorted to show us the data in ascending order from the lowest-performing department to the highest, based on the Over/(Under) Target column. (Note the blue-shaded Up arrow now appearing in the Over/Under Target column header, indicating the new sort.)


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Some columns in an analysis may be drillable. Drillable columns are part of a hierarchical structure that has been established in the underlying table. These columns are set up to allow you to view different levels of the hierarchy by clicking on the column. Each click provides an additional level of detail, taking you one level deeper in the hierarchy. Columns that you can drill on appear as hyperlinks as you hover over them.


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Take a look at the Year column. This column has been set up as part of a hierarchy in the underlying table, and is drillable. Each click takes you one level deeper into the established hierarchy. In this example..: Year • Half Year

• Quarter • Month


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Click the Year column header to drill to the next level in the hierarchy, Half Year.


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We’ve now drilled down to the next level: Half Year. The table view now shows us Half Year 1 and Half Year 2 data for each Department. Let’s sort by Department again to see this more clearly.


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Hover over the Department column Header and click the Up arrow to resort the graph.


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Our data is now sorted by Department again. Notice how the drill is displayed. For each Department, two Half Years with corresponding values appear. Let’s drill one step further: to Quarters.


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Click on the Half Year column Header.


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We’ve now drilled down to the next level: Quarter. Another column has been added to the table view to display 4 quarters for each Department. Two quarters for each half year within a year.


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When we drilled to the Quarter level, we exceeded the default number of rows that display on a page (25 rows). Note the arrows beneath the table view.


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These arrows are buttons that are used to navigate through the data set.


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The Up arrows are currently displayed in gray, indicating they’re inactive (as long as you’re at the top of the data set)


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The down arrow and double-end arrow are currently active as indicated by their blue color.


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Let’s check out how these buttons work.


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When active, this button displays the first set of rows in the dataset.


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This button displays previous set of rows.


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This button displays next set of rows in the dataset.


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This button displays up to the maximum number of rows.


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Note that we are currently viewing the first 25 rows: Rows 1-25.


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Click the down arrow.


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The next set of records (Rows 26-40) is displayed. Note that we’ve reached the end of the data set.


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You may have noticed that as you drilled deeper into the data, the graph view changed as well, to reflect the additional columns displayed in the table view.


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Click this button to return to the top of the data set.


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Let’s drill back up to see the data summarized by year again.


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This is accomplished by using the internet browser’s back button.


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Click the Internet Explorer’s back button.


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You’ve now drilled back one step. Notice that the Quarter column no longer appears


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Click the Internet Explorer’s back button to drill up one more level.


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You’ve drilled back to where you started.


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Notice the links available at the bottom of the analysis. These links allow you to launch additional tasks related to this analysis.


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Edit will display the analysis in the OBIEE analysis editor, allowing you to see how the analysis is structured, and make changes if you’d like.


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Refresh will launch the analysis again and re-open it, reflecting any data updates that may have occurred in the SWIFT Data Warehouse since the analysis was last run.


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Print allows you to Print the analysis to a variety of formats.


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Export is used send the data provided in the analysis to a variety of available formats (i.e. PDF, Microsoft Excel, etc.).


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Add to Briefing Book is used send the data provided in the analysis to an OBIEE Briefing Book, providing an additional method to organize and share information retrieved through OBIEE.


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Notice that the Global Header still appears at the top of the page, allowing you to navigate away from this analysis when you’re ready.


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Terminology Review


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Terminology Review

Compound Layout Drill Hierarchical Column View

An OBIEE analysis that includes more than one view of the same data. For example, an analysis may be presented in a Compound Layout that includes the data displayed in a table view plus the same data summarized in a graph view. The ability to click on a piece of data to view a different level of detail. A column in an OBIEE subject area that is part of an established hierarchy within the underlying table. These columns may be presented as “drillable” in OBIEE views. A particular way to display data in a section of an OBIEE analysis (or dashboard). Examples include tables, graphs, titles, gauges, etc.


lesson 7

Documents

represent

swift data

catalog page

global header

red line

compound layout

button displays

target revenue