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OBIEE 11g – Using Dashboard Prompts to view Analyses

by Andrew Fagence on 24th January 2014 11 comments

Dashboards within OBIEE 11g should meet various criteria for users. For example, they should be concise, interactive and tidy.

Recently I had come across a useful trick within OBIEE 11g, which allows for interactions between dashboard prompts and analyses, and this trick meets vital user criteria. I will give an example with 3 made up analyses, ‘Yearly Revenue’, ‘Quarterly Revenue’ and ‘Monthly Revenue’.

Trick not implemented:

Screenshot 1

If the trick wasn’t implemented, these 3 analyses will constantly be on display with no way of hiding them (that means that vital space on the dashboard will be wasted). Also, if the user only wants to find out information from the ‘Quarterly revenue’ analysis, they would also have the monthly and yearly revenue analyses on display (that means that the dashboard would not be that concise).

Trick implemented:

Screenshot 2

If the trick was implemented, the 3 analyses would be available in a list and when you click on the analysis name it will display (it also supports multiple value selection).

In this article I will explain how to implement this trick into the OBIEE system. The software I am using in this walkthrough consists of:

  • OBIEE 11.1.1.6.7 (Being hosted on a virtual machine running Linux).
  • Mozilla Firefox (To access the OBIEE webpage. Firefox is the recommended browser to use, however you’ll probably find that others work fine).

How to use dashboard prompts in OBIEE 11g to view Analyses:

Begin by starting up the OBIEE services and then logging into the OBIEE ‘Analytics’ webpage, the Analytics webpage default URL is ‘http://host:9704/analytics’:

Screenshot 3

I am now going to create 3 reports, ‘Yearly Revenue’, ‘Monthly Revenue’ and ‘Weekly Revenue’. Click the ‘New’ icon at the top of the webpage and then select ‘Analysis’ from the drop down box:

Screenshot 4

A new window will appear which states ‘Select Subject Area’, select any subject area of your choice (all 3 reports will be made using the same subject area, in my example I am using the ‘A – Sample Sales’):

Screenshot 5

The analysis webpage should now appear. Drag columns from the ‘Subject Area’ pane on the left hand side to the ‘Selected Columns’ area, then click the ‘Results’ tab. In my example I will be using the ‘T05 Per Name Year’, ‘P4 Brand’ and ‘1 – Revenue’ columns:

Screenshot 6

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Save the analysis in your desired location with a name of your choice. In my example I am going to name my analysis ‘Yearly Revenue’:

Screenshot 8

Make a couple more analyses using the same subject area and similar columns. In my example I am going to create 2 more analyses, one using a month column and the other using a week column (Instead of the ‘Per Name Year’ column). I am going to name these analyses ‘Monthly Revenue’ and ‘Weekly Revenue’:

Screenshot 9

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Next we are going to create the Dashboard prompt to link with the analyses. Click the ‘New’ icon at the top of the webpage and then select the ‘Dashboard Prompt’ option from the drop down box:

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In the window that appears which states ‘Select Subject Area’, select the same subject area that you used for the analyses you created earlier:

Screenshot 14

Click the ‘+’ icon at the top right hand side in the next webpage and then select ‘Column Prompt’ from the list of options:

Screenshot 15

The ‘Select Column’ window should now appear. You can select any column from this window (as we will not be using any specific column values. We will create one dummy column and enter the report names as values by coding it in manually):

Screenshot 16

The ‘New Prompt’ window should appear. In the text box next to ‘Label’ type a phrase will which go next to the prompt, I recommend a phrase such as ‘Select the Analysis:’ (which is what I shall use for this example):

Screenshot 17

Click the ‘Edit formula’ icon just above, the ‘Edit Column Formula’ window should now appear:

Screenshot 18

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Within the ‘Column Formula’ section of the window, type any string value (string values are data types which contain more than one alphabetical/numerical character) with single quotations of your choice, in my example I am going to use ‘’Example’’:

Screenshot 20

Click the ‘OK’ button at the bottom of the window to return to the ‘New Prompt’ window. Expand the ‘Options’ section by clicking the ‘+’ icon next to it and then in the drop down box next to ‘Choice List Values’ select ‘Specific Column Values’:

Screenshot 21

Click the ‘+’ icon next to the ‘Choice List Values’ drop down box, the ‘Select Values’ window should now appear. Click the ‘Edit’ icon at the top right hand side of the window:

Screenshot 22

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The ‘Edit’ window should now appear, within this window we will give our analyses display names for the dashboard prompt. In my example I am going to enter the display names ‘Weekly’, Monthly’ and ‘Yearly’ (each on separate lines). Once this is done, click the ‘OK’ button at the bottom of the window to return to the ‘Select Values’ window and then click ‘OK’ again to return to the ‘Edit Prompt’ window:

Screenshot 24

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Underneath the ‘Choice List Values’ option make sure that the ‘Enable user to select multiple values’, ‘Enable user to type values’ and ‘Require user input’ boxes are ticked.

  • Enable user to select multiple values – This option allows the user to select and display more than 1 analysis from the same prompt within the dashboard.
  • Enable user to type values – This option allows the user to type in the names of the analysis within the prompt and select them rather than the more traditional option of pointing and clicking with a mouse.
  • Require user input – This option will disable the display button until at least 1 analysis from the prompt has been selected by the user:

Screenshot 26

We are also going to set a Presentation Variable for the prompt so it interacts correctly with the reports we have created for this prompt. Click the box next to ‘Set a variable’ and select ‘Presentation Variable’ from the drop down list:

Screenshot 27

Underneath the drop down box I am going to enter ‘Prompt’ as the variable (Be careful, variables are CaSe SeNsItIvE!) Once this is done, click the ‘OK’ icon at the bottom of the window and then save the prompt by clicking the save icon at the top right hand side of the window:

Screenshot 28

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The ‘Save As’ window should now appear. Save the prompt with a name and in a location of your choice (In my example, I am going to name the prompt ‘Revenue Prompt Select’ in the same location as my analyses) and then click the ‘OK’ icon at the bottom of the window:

Screenshot 30

We are now going to create the dummy analyses to make the prompt function correctly. Click the ‘New’ icon at the top of the page and select ‘Analysis’ from the list of options, then select the same subject area as you did for the standard analyses:

Screenshot 31

Drag over any column of your choice from the ‘Subject Areas’ pane on the left hand side of the window and drop it into the ‘Selected Columns’ pane on the right hand side:

Screenshot 32

Click the options button of the column and then select the ‘Edit Formula’ option from the drop down list:

Screenshot 33

The ‘Edit Column Formula’ window should now appear. Delete the current name and formula within the window and replace it with one of the names you entered within the column prompt, then click ‘OK’ at the bottom to return to the Analysis. In my example I am going to use the name ‘Weekly’:

Screenshot 34

Click the options button of the column again and then select the ‘Filter’ option from the drop down list:

Screenshot 35

The ‘New Filter’ window should now appear. Click the box next to ‘Operator’ and select ‘is equal to / is in’ from the drop down list, then click the ‘Add More Options’ icon and select ‘Presentation Variable’ from the drop down list:

Screenshot 36

More configuration boxes are added within the window. In the text box next to ‘Variable Expr’ type the name of the Presentation Variable you made up earlier (Prompt) and then click the ‘OK’ icon at the bottom of the window:

Screenshot 37

Click the ‘Save’ icon at the top right hand side of the webpage, the ‘Save As’ window should appear. Select an area of your choice where you want to save the dummy analysis and then give it a suitable name (In my example I am going to give the name ‘Weekly Dummy’ and save it in the same location as the normal reports and the prompt) and then click the OK at the bottom of the window to return to the analysis:

Screenshot 38

Once the dummy analysis has been saved, repeat the above steps for the other reports in your prompt:

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We are now going to create a new dashboard to place these reports and the prompts. Click the ‘New’ icon at the top right hand side of the webpage and then select ‘Dashboard’ from the drop down list:

Screenshot 44

The ‘New Dashboard’ window should now appear. Give any suitable name to the dashboard and save it in any location you wish. Make sure the ‘Add content now’ radio button is checked and then click the ‘OK’ icon at the bottom of the window:

Screenshot 45

The ‘Edit Dashboard’ webpage should now appear. Expand the ‘Catalog’ pane on the left hand side of the window and drag the prompt and NON-dummy reports into the area on the right hand side:

Screenshot 46

Target the first analysis, Click the ‘Properties’ icon and then select the ‘Condition…’ option from the drop down list:

Screenshot 47

The ‘Section Condition’ window should now appear. Click the ‘New Condition’ icon (looks like a filter icon):

Screenshot 48

The ‘New Condition’ window should now appear. In the box next to ‘Create condition based on’, make sure that ‘Analysis’ is selected and then click the ‘Browse…’ icon:

Screenshot 49

The ‘Select Analysis’ window should appear. Browse for the corresponding DUMMY report that we created earlier within the window and then select it and press ‘OK’ at the bottom of the window:

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Click the ‘OK’ icon at the bottom of each window until we return back to the ‘Edit Dashboard’ webpage:

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Repeat the process for the other analyses:

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After the process has been repeated for the other 2 analyses, save the dashboard by clicking the ‘Save’ icon at the top right hand side of the webpage and then click the ‘Run’ icon:

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Our dashboard should now load with the prompt just displaying by itself. If I was to select an analysis within the prompt (e.g. Weekly) and then click the apply button, the analysis will show:

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This also works for selecting multiple analyses:

Screenshot 60

 

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We now have a working dashboard prompt which shows multiple analyses. This is apparently a really popular request from clients!

Andrew FagenceOBIEE 11g – Using Dashboard Prompts to view Analyses

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11 comments

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  • Rakesh Patilth - 17th February 2014 reply

    Perfect ! Well done ! Appreciate !

  • Muhammad Ahmed - 22nd April 2014 reply

    Awesome man….. keep up the good work 🙂 really appreciate that effort by u

  • sawan kumar - 24th May 2014 reply

    keep continue to share like this…really appreciable man

  • Rishabh - 27th May 2014 reply

    Awesome !! This was really useful … Want to visit here more often ..Hope you can come up with some new and exciting ticks

  • Joey - 28th May 2014 reply

    Great post. I have a question, hope you can answer.
    What job does “row count > 0 is true” in the conditions here, I would like to understand the logic here with the DUMMY you created. Thanks.

  • Aida - 16th July 2014 reply

    Thank you so much….you’re awesome! Please keep them coming.

  • ben job - 9th October 2014 reply

    i want to add conditions on 2 different prompts.how is it possible?

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  • Shruti Anand - 11th October 2016 reply

    Hi All
    I tried the solution – it works on part of it and not the other part.
    I have three analyses i want to toggle between.
    It work for a simple analysis – justa flat table.
    But the other two analyses have tables with some calculated columns (sum function) and the soluntion doesnt work for these. Error: Odbc driver returned an error (SQLExecDirectW).
    Can someone please help??

  • Burepalli - 29th November 2016 reply

    Perfectly worked. Thanks Man

  • Venkat - 27th January 2017 reply

    Hi,
    This is awesome example for all and very use ful also

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