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Sunday, 29 September 2013

Renaming Dashboard Name in OBIEE 10G





Dashboards name renaming for business purpose.

Steps to Renaming Dashboard Names

1. Select the Dashboard which you are going to change

Before Changing Dashboard Name take a back up of Catalog and RPD too.

Look Before changing the name.

Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

Changing ‘FINANCIALS’ to ‘Financial 2013’

2. Click on Edit Dashboard properties in the right side of the dashboard under page option.



Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

3. You will get the dashboard editor page to change the name, Under that click on dashboard properties hand symbol.

Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

Click on that properties.



4. Dashboard properties page will get display, below that go for Dashboard pages à operations

Under operations u can change the dashboard name.

Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

5. Click on Rename symbol

Rename the dashboard to FINANCIALS TO Financials 2013

Check in the “Preserve references to old name of this item.” And update.



Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

To

Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

Update and check in Dashboard.

Renaming Dashboard Name in OBIEE 10G
Renaming Dashboard Name in OBIEE 10G

Renaming Dashboard Name in OBIEE 11g





In OBIEE 11g there are three ways to renaming the dashboard name.

1. First method is by edit dashboard page properties.

2. Using catalog à admin view à renaming.

3. Using catalog manager changing/renaming the dashboard name.

Using Dashboard – Page properties

Select the dashboard page you need to rename and go to the right top to “Edit Dashboard “

Renaming From “Supplier Statement” to “Aging” and “Aging” to “Supplier Statement”
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Edit the Dashboard.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Go to the Dashboard properties
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Dashboard properties and pages to edit page will get display to make changes.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Rename and check in “preserve the old name for the item”

From “Supplier Statement” to” AGING”
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g


Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Click ok and save the dashboard check in dashboard.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Using catalog “Admin View”

Click on Catalog Menu 
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



In the left side pane you have 2 options “User View” and “Admin View” Click on “Admin view” and go to shared folder to the particular dashboard.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Click on Rename. Change the name from ‘AGING” to “Supplier Statement” and check in “preserve old name’ save and check in dashboard.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g


Look @ DashBoard.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g



Using Catalog Manager, open the catalog in offline mode. And select the dashboard folder and right click on the dashboard, click on rename to change name.
Renaming Dashboard Name in OBIEE 11g
Renaming Dashboard Name in OBIEE 11g

Conditional Format to bring images in OBIEE




Conditional Format is used to perform some mathematical or calculating measures and making difference between the values by using column properties with images.

Step 1:

Select the Columns from subject area for which you want to make difference between the values.

Most commonly in Profit & Loss Income statement we may have revenues (difference).

Data is on pivot table without using conditional format.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Here we are having 10 types of accounts and its revenue sale, but in this we can’t find out the difference between the revenues which gave profit & Loss.

Step 2

For making difference select the “Actual_sum” column and edit.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Click on the ‘E’ symbol column edit properties and go for the 4th tab “Conditional Format”

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Step 3:

Click on Add Condition and select the “Actual Sum” Column and use the condition 

If the values are greater than Zero and apply the image and color.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

After that column – Edit format dialogue box will display to edit.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Click on Image and select the image which you want to use, even you can assign the font values and styles.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Aligned the image to the right of the value, click ok.

Again assign one more condition that the value is “lesser than zero” then use the above steps and assign the image and style properties.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Change the number format to not in decimals and thousand separators for the values.

Same in the edit format the next second tab will be “Number Format”

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

Check the report.

Condition formatting in OBIEE 11g
Condition formatting in OBIEE 11g 

So here you can find the difference between the profit and loss of the revenue. Profit will go as for Green tick mark and Loss will for red down arrow mark.

Selection Steps in OBIEE 11g




In obiee 11g we have the option named as “Selection Steps

Selection Steps is the new feature added in OBIEE 11g to be very useful for calculations.
Steps included the condition formats (Conditions) like

·         Exception

·         Top/Bottom

·         Match
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Exception

·         X>=value
·         X>=Y
·         X>=Y+10
·         X>=Y-5%
·         X within 10 of Y
·         X not within 5% of Y
·         X between 'min' and 'max' values


Top/Bottom

·         Top 10 based on X
·         Bottom 5% based on X
·         Making up to 3% based on X

Match
·         Name contains 'abc'
·         All X values where Y = values

1.    X>=Value

In this scenario we are having the sale values positive as well as Negative values too.

Using this condition here going to filter out only above “ZERO” values.

Take a look of all the values contained report.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
In this report we have the positive values marked with Green Tick mark
Negative values in red Down Arrow mark.

Now going to filter only Positive “Green Tick mark values” using the condition “X>=values

Example

Actual Sum >= 0

Step to go for selection steps, In the Compound Layout end of the page we have + symbol with the name of “+selection steps”

Select the column according to that condition going to apply.

Click on New Step, it will display the “Apply Condition” option

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Apply condition X>=values, Select the related column for which the values is going to measure.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition type Determines the type of condition going to use.

Actions which classify into 3 types Keep only, remove, And Add.

Keep only displays the condition values only to display.

Remove displays the other than the condition value (removes the condition values)

Add it displays both the values.

Selection Steps in OBIEE 11g

Here I used keep only type. To show the profit values (positive).

Measure is the column based to filter out.

Operator will decide the value of condition – is greater than , is greater than or equal to , is lesser than, is lesser than or equal to , is equal to, is not equal to.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
So the revenues are only greater than zero as to display in the report.



Look @ the result.
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
When the condition with action type as: remove

It will remove these green marked values (positive greater than zero Values) and shows remaining values.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g



Look @ the report

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

2.    X>=Y Comparing with other sales and make the difference.

Here I am comparing actual with budget and using the condition actual greater than budget only those values will get display.

Selection Steps in OBIEE 11g

Look the report, so the values will get compare Actual vs Budget and it displays only the higher value of actual.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

3.    X>=Y+10 In this condition it will find the greater than values depending upon cost and sales.
X=Cost, Y=sales.
Cost>=Sales+10.
See below example.
Here I am going to use Budget and actual, budget >=actual+10.
Before condition use checks the values.
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition used here budget values getting compare with actual.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Look the Result

It will show the greater values by comparing with budget and actual.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
4.    X within 10 of  Y

Here it calculates the value within the given value and it will compare with other measure value.

Here I used the condition Actual is within 6000000 for the measure compare to Budget. So the result should be below 600000 value related revenue’s comparing with actual and budget.

Condition before Report:
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition Used:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

Look @ the result:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
X between 'min' and 'max' values

It define the measure column should be in between the 2 measure values.
Minimum value and maximum value will be the condition to bring the revenue under the between condition.

Before using condition look @ the report.
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition Used:
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
I used the condition for the measure value “actual” should between “16687253” and “76443741”, so according to the condition the value is greater than16687253” first value and less than “76443741” of second value.

Look the report:
Selection Steps in OBIEE 11g
Top/Bottom Values.

1.    Top 5 :
It will calculate the top 5 highest values (Actual) of the revenue.

We can use top5 or top more than one.

It is used to compare the highest sale or revenue of the property. Which gives the profit and gain analysis.


Before using condition looks the report:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g


Condition used: Top 5 values
Selection Steps in OBIEE 11g
Look @ the report:

Top 5 based on Actual for the Revenue.
Selection Steps in OBIEE 11g
2.    Bottom values
It calculates and shows least bottom values.

It calculates like 5 à 4à 3à 2à1 and is used to find out or define the least revenue.

Look the report before condition used:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition used:
Bottom 5 values, so it calculate and shows like 5-4-3-2-1
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

Look @ the report:
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
It shows least 5 values.

Making up to 3% based on X
It is used to calculate top or bottom values and making up to some percentage on actual revenue.

Match Conditions:

Name Contains ‘abc’ – is the condition used to match the characters and retrieve the report according to the matches.

Look @ the report before using condition:
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition used:

Here I am using the condition match the characters contains ‘REV’ so it looks on the ACC_DESC Column and finds the value which are all containing “REV” character and shows that values.

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

Look @ the report:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

Condition: Begins with
Before the condition look @ the report
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

If the condition “begins with the character” as same above.

Look the condition:

Condition is begin with the characters

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
So the characters has to begin with “REV

Look @ the report after condition:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
So there are no Names starts with “REV”.

All X values where Y = values

Depending on the Y value it will retrieve the report.

It uses the X value as one column comparing with Y column with the value using the operator.

Look @ the report before using condition:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Condition Used:

Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g
Acc_Desc column has to keep the value according to Acc_SumID is equal to the value 2.

So the report should display only the 2 related value.

Look @ the report:
Selection Steps in OBIEE 11g
Selection Steps in OBIEE 11g

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