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OBIEE 11g – Using Action Links in Analyses & Dashboards

by Andrew Fagence on 26th July 2013 2 comments

‘Action Links’ within OBIEE 11g are a way of providing easy and seamless navigation from an Analysis to other local content (such as other Analyses or Dashboards) or external content (such as websites). They very much work in the same way as hyperlinks do and can significantly reduce the time that the user spends navigating through OBIEE and external content.

In this article I will explain how to add Action Links into a simple report, navigating to both local content and external content. I am using OBI 11.1.1.6.7. with the Sample App data and accessing OBIEE using the Mozilla Firefox web browser.

Start off by logging into OBIEE, then click the ‘New’ option from the ribbon at the top right hand side of the webpage. Select the ‘Analysis’ option from the drop down list:

Screenshot 1

In the next dialog screen when you’re asked to select a Subject Area, select any Subject Area you wish. For my example I am selecting the ‘A – Sample Sales’ Subject Area. You should now be directed to the ‘Criteria’ tab of the analysis and you can now create a simple report, this report will be the master report as all of the action links will be on it:

Screenshot 2

From the left hand side of the webpage within the ‘Subject Areas’ pane, click and drag over some columns to create a simple report. In my example I am using the following columns:

T05 Per Name Year – Found within the ‘Time’ folder.
D50 Region – Found within the ‘Office Regions’ folder of the ‘Offices’ folder.
P4 Brand – Found within the ‘Products’ folder.
5 – Target Revenue – Found within the ‘Base Facts’ folder.
1 – Revenue – Found within the ‘Base Facts’ folder.

Click the ‘Results’ tab above the Subject Areas pane, you should now see a table view displaying the columns you selected and a title view:

Screenshot 3

Click the ‘Save As’ icon at the top right hand side of the webpage, and save the report in any location with any name you wish. In this example I am saving the report in a folder called ‘Action Links’ within the ‘My Folders’ directory. I am going to name the report ‘Master Table for Action Links’:

Screenshot 4

Click the New icon within the ribbon at the top of the page and select the Analysis option again, you are now going to create another report so the master report has some local content to link to. When asked to select a Subject Area, select the same one you used to create the master view.

The report here can consist of anything you like (Note: however the second report must contain at least 1 column that is also in the master report). I’m going to create the report so it’s a breakdown of the revenue for each brand. My second report will consist of the following columns:

P4 Brand – Found within the ‘Products’ folder.
T05 Per Name Year – Found within the ‘Time’ folder.
D50 Region – Found within the ‘Office Regions’ folder of the ‘Offices’ folder.
D4 Company – Found within the ‘Offices’ folder.
5 – Target Revenue – Found within the ‘Base Facts’ folder.
1 – Revenue – Found within the ‘Base Facts’ folder.

Click the Results tab above the Subject Areas pane, you should now see a table view displaying the columns you selected and a title view:

Screenshot 5

Click the Save As icon at the top right hand side of the webpage, and save the report in the same location as the master report with any name you wish. In this example I am going to name the report ‘Breakdown of Brands Action Links’:

Screenshot 6

Open the master report back up by clicking the ‘Open’ icon on the ribbon at the top right hand side of the webpage and selecting it from the ‘Recent’ section. Enter the Criteria tab of the master view and open up the ‘Column Properties’ window for the P4 Brand column:

Screenshot 7

Within the Column Properties window, click the ‘Interaction’ tab at the top of the window. Then underneath the ‘Value’ section, click the arrow icon next to ‘Primary Interaction’ and select ‘Action Links’ from the drop down list. A table should now appear within the interaction tab:

Screenshot 8

Click the green plus icon above the table, the ‘New Action Link…’ window should appear. Click the green cog with the star on it next to the ‘Action’ box and select ‘Navigate to BI Content’ from the list of options:

Screenshot 9

The ‘Select BI Content For Action’ window should appear, navigate to the folder where you saved the master report, select the master report and then click ‘OK’ at the bottom of the window. The ‘Create New Action’ window should appear, if you click the ‘Options…’ icon at the bottom of the window the ‘Action Options’ window appears so you can configure the Action Link:

Screenshot 10

We don’t need to configure anything about our Action Link so keep all the options unticked, click the ‘OK’ icon on the ‘Action Options’ and ‘Create New Action’ windows to return to the ‘New Action Link…’ window. Keep the ‘Link Text’ text box empty and make sure the ‘Show Link’ option has been configured to ‘Always’ then click ‘OK’ to return to the ‘Column Properties’ window.

You should now see that our Action Link has appeared within the table in the ‘Interaction’ tab. Tick the text box underneath the table that says ‘Do not display in a popup is only one action link is available at runtime’:

Screenshot 11

Click the ‘OK’ icon at the bottom of the ‘Column Properties’ window to return to the Criteria tab of the report, click the Results tab at the top of the page to view the master table. If you now click on any brand name within the ‘P4 Brand’ column you will now be directed to your other report:

Screenshot 12

Screenshot 13

You are now going to create an Action Link to link to external content. I am going to use the ‘D50 Region’ to link to the NASDAQ website (a website which displays stock values). Click the Criteria tab of the master report and enter the ‘Column Properties’ window of the D50 Region column, then click the ‘Interaction’ tab at the top of the window and select ‘Action Links’ option from the drop down list next to ‘Primary Interaction’ underneath the ‘Value’ section:

Screenshot 14

Click the plus icon above the table, the ‘New Action Link…’ window should appear. Click the green cog with the star on it next to the ‘Action’ box and select ‘Navigate to a Web Page’ from the list of options, the ‘Create New Action’ window should appear. Within the Text Box next to ‘URL’ type the website you would link the action link to go to (In this example the URL to the NASDAQ website is http://www.nasdaq.com/):

Screenshot 15

Again if you click the options icon at the bottom of the window you can configure the Action Link, but you don’t need to configure anything so click the ‘OK’ icon on the ‘Create New Action’ and ‘New Action Link’ window to return to the ‘Column Properties’ window.

You should now see our action link within the table in the ‘Interaction’ tab, tick the box underneath the table that says ‘Do not display in a popup if only one action link is available at runtime’:

Screenshot 16

Click the ‘OK’ icon at the bottom of the window to return to the criteria tab of the master report, then click the ‘Results’ tab to view the table. Click the ‘Save’ icon at the top right hand side of the webpage to save the report then click on any Region within the ‘D50 Region’ to test the new Action Link:

Screenshot 17

Screenshot 18

You are successfully linked to the NASDAQ website, meaning the Action Link works.

Andrew FagenceOBIEE 11g – Using Action Links in Analyses & Dashboards

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2 comments

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  • Alex - 25th March 2015 reply

    Q: how easily navigate back to master table after BI content report is called? I tried to work around by putting option on “Open in new window”, but it do not opens new window and itself browser Back page functionality do not works without refreshing master report (it is bad as I lose any filters applied on master table).

    Remark: If in child report will be added filters type “is prompted” on fields T05, D50, P4, child report would get this values from master table and filter child report accordingly (in your case would show values for Americas and 2009 only)

  • Rozier - 19th October 2015 reply

    Helpful! Intriguing! Quality! Belongings! Legendary! Excellent! Outstanding! Merely all the great words apply to this material! If you maintain up the excellent job, thank you from the bottom of my heart and soul and I will come browse through once again!

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