Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

New Features for Oracle Business Intelligence Users

• New Features
• Upgrade Considerations

1 Introducing Oracle Business Intelligence Enterprise Edition

• Introduction to Oracle BI Enterprise Edition
• What Is the Oracle BI Presentation Catalog?
• Signing In to Oracle BI Enterprise Edition
• Signing Out of Oracle BI Enterprise Edition
• Navigating Oracle BI Enterprise Edition
• What Is the Oracle BI EE Home Page?
• What Is the Oracle BI EE Global Header?
• Where Can I Get Help or More Information?
• About Acting for Other Users
• Acting for Other Users
• Setting Preferences
• How Does Oracle BI EE Interact with Other Products?
  • Integration of Oracle BI EE with Oracle BI Publisher
  • Integration of Oracle BI EE with Oracle Enterprise Performance Management System
  • Interaction of Oracle BI EE with Oracle BI Applications
  • Integration with Microsoft Office
• Topics of Interest in Other Guides
• System Requirements and Certification

2 Creating Analyses

• What Are Analyses?
  • How Are Analyses Processed?
  • Embedding an Analysis in a Dashboard
• What Are Subject Areas and Columns?
  • What Are the Types of Columns?
  • How Are Columns Indicated Visually?
  • How Will Measure Columns Created in Previous Releases Be Upgraded?
• Understanding the Double Column Feature
• What Is the Analysis Editor?
  • Managing Panes in the Analysis Editor Tabs
• What Is the Process for Constructing Analyses?
• Creating New Analyses
• Specifying the Criteria for Analyses
  • Editing the Formula for a Column
  • Combining Columns Using Set Operations
    • Guidelines for Selecting Columns to Combine
    • Difference Between Combining Columns Using Set Operations and Adding Columns from Related Subject Areas
    • Example: Combining Columns from One Subject Area
    • Combining Columns from One or More Subject Areas
  • Viewing Metadata Information from the Subject Areas Pane
• Displaying the Results of Analyses
  • Creating Additional Compound Layouts
  • Alerting Users to No Data in the Results of Analyses
• Adding Prompts to Analyses
• Examining the Logical SQL Statements for Analyses
  • Integrating an Analysis with Microsoft Excel's Internet Query Feature
• Saving Analyses
• Creating Agents from Analyses
• Editing Analyses
  • Editing Upgraded Analyses that Contain "Advanced SQL"
• About Embedding an Analysis in a Dashboard
• Working with Direct Database Requests
  • Setting Privileges for Direct Requests
  • Executing a Direct Database Request
  • Seeing the Results of Direct Database Requests
• Using Variables
  • What Are Session Variables?
  • What Are Repository Variables?
  • What Are Presentation Variables?
  • What Are Request Variables?
• Where Can I Reference Variables?
• What Is the Syntax for Referencing Variables?
• What Predefined Presentation Variables Are Available?
• Example of Referencing a Variable in a Title View

3 Adding Views for Display in Dashboards

• What are Views?
  • Related Topics
• What Types of Views Are Available?
  • What Types of Graphs Are Available?
  • What Types of Funnel Graphs Are Available?
  • What Types of Gauges Are Available?
• How Has the Behavior of Charts Created in Previous Releases Changed?
• Adding Views to the Results of Analyses
• Editing Views
  • Editing Table and Pivot Table Views
    • Applying Formatting to Tables and Pivot Tables
  • Editing Graph Views
    • Formatting the Visual Appearance of Graphs
  • Editing Gauge Views
  • Editing Map Views
    • What are the Functions of Map Views?
    • What Terms are used with Map Views
    • What are the Components of Map Views?
    • What Are Layers?
    • Creating Map Views
    • How Do Formats Affect Layers?
    • Applying Formats to Layers
    • Editing Map Views and Displaying Map Views on Dashboard Pages
  • Editing Narrative Views
  • Editing Column Selector Views
  • Editing View Selector Views
  • Editing Legend Views
  • Modifying the Layout of Data in Views
    • Understanding Drop Targets
    • Adding and Rearranging Columns in Views
    • Setting Properties for View Bodies and Drop Targets
    • Displaying Running Sums and Relative Values for Measure Columns in Pivot Tables
    • Defining Section Sliders in Graphs and Gauges
• Modifying Values and Performing Write Back
  • About Modifying Values and Various Types of Users
  • Process for Write Back
  • Adding the Write-Back Capability to a Column
  • Adding the Write-Back Capability to a Table View
  • About the Modes for Write Back in Views
• Interactions in Views
  • How Will Interactions Created in Views in Previous Releases Be Upgraded?
• Drilling in Views
  • In Which Columns Can I Drill?
  • How Do I Configure for Drilling?
  • What are the Effects of Drilling on Filters and Selection Steps?
  • Related Topics
• Sorting Data in Views
  • Common Sort Functionality
  • Where Can I Sort?
  • Sorting Data
  • Clearing Sorts
  • Example 1: Sorting with a Single Column on Each Edge
  • Example 2: Sorting with Two Columns on the Row Edge
  • Example 3: Sorting with Two Measures on the Column Edge
  • How Will Sort Specifications Created in Previous Releases Be Upgraded?
• Saving Views
• Rearranging Views
• Printing Views
• Changing Print Options for Views
• Previewing How Views Will Be Displayed on a Dashboard
• Removing Views
• Refreshing the Results in Views
• Customizing Views for Delivery to Agent Users
• What is Master-Detail Linking of Views?
  • What Are Master Views?
    • What Types of Columns Can Be Master Columns
    • What Information Do Master-Detail Events Pass?
    • What Are Channels?
  • What Are Detail Views?
  • How Does Master-Detail Linking of Views Work?
• Linking Views in Master-Detail Relationships
  • Defining the Master View
  • Defining the Detail View
  • Example of a Table and Graph Linked in a Master-Detail Relationship
    • About the Regional Sales Master View
    • About the Regional Sales Detail View
    • How the Master-Detail Linking Works for Regional Sales Master View and Regional Sales Detail View

4 Building and Using Dashboards

• What Are Dashboards?
• Who Creates and Edits Dashboards?
• What Is the Dashboard Builder?
• What Controls the Look of a Dashboard?
• Creating Dashboards
• Editing Dashboards
  • Adding New Pages to Dashboards
  • Adding Content to Dashboards
    • Dragging and Dropping Objects to the Page Layout Area in the Dashboard Builder
• Adding Oracle BI Publisher Reports to Dashboard Pages
  • How Do Oracle BI Publisher Reports and Dashboard Pages Interact?
    • About Oracle BI Publisher and Dashboard Pages
    • About Adding Reports to Dashboard Pages
  • Adding Reports to Dashboard Pages
  • Using Prompts with Parameterized Reports
• Changing the Properties of a Dashboard and its Pages
• Changing the Properties of Objects Added to Dashboard Pages
• Deleting Objects on Dashboard Pages
• Deleting Dashboard Pages
  • Deleting The Current Dashboard Page
  • Deleting One or More Dashboard Pages
• Saving Dashboards By Other Names and In Other Locations
• Opening and Using Dashboards
• What Are Saved Customizations for Dashboard Pages?
  • Example Scenarios for Creating and Using Saved Customizations
    • Scenario 1: Saved Customizations Created by a Group for Use by Others
    • Scenario 2: Saved Customizations Created for Use by an Individual User
• Saving Customizations
• Applying Saved Customizations
• Editing Saved Customizations
• Clearing Your Current Customization
• About Dashboard Template Pages for New Users
  • How Dashboard Template Pages Work
  • Where Oracle BI EE Searches for Dashboard Template Pages
  • How Users Can Work with Dashboard Template Pages
• Creating Dashboard Template Pages for New Users
• Publishing Dashboard Pages
• About Creating Links to Dashboard Pages
  • What Are Bookmark Links?
  • What Are Prompted Links?
    • What Is the Syntax for a Prompted Link?
• Creating Links to Dashboard Pages
• Working with Briefing Books
  • What Are Briefing Books?
    • About the Table of Contents in a PDF Version of a Briefing Book
  • Adding Content to New or Existing Briefing Books
  • Editing Briefing Books
  • Downloading Briefing Books
  • Adding a List of Briefing Books to a Dashboard Page
  • Using Agents to Deliver Briefing Books

5 Filtering and Selecting Data for Analyses

• Saving Objects as Inline or Named
  • What are Inline or Named Objects?
  • What is the Folder Structure for Named Objects?
  • Saving Filters as Inline or Named
  • Saving Groups and Calculated Items as Inline or Named
• What are Filters and Selection Steps?
  • How Do Filters and Selection Steps Differ?
  • Applying Filters to Attribute Columns to Affect Hierarchical Columns
• Working with Selections of Data
  • Creating Selection Steps
  • Editing Selection Steps
  • Saving Selection Steps as a Group Object
  • Working with Selection Steps and Double Columns
• Creating or Editing Column Filters
• Working with the EVALUATE_PREDICATE Function
  • How Can I Use the EVALUATE_PREDICATE Function with a Filter?
  • Adding the EVALUATE_PREDICATE Function to an Inline Filter
• Applying a Named Filter to an Analysis
• Combining and Grouping Column Filters
• Using a Saved Analysis as a Filter
• Creating and Editing the SQL Statements for a Column Filter in an Analysis
• Working with Groups and Calculated Items
  • What are Groups?
  • What are Calculated Items?
    • How Will Calculated Items Created in Previous Releases Be Upgraded?
  • Creating Groups and Calculated Items
  • Editing Groups and Calculated Items
  • Adding a Group to Another Analysis
  • Nesting Groups and Calculated Items
  • Examples of Calculated Items

6 Prompting in Dashboards and Analyses

• What Are Inline and Dashboard Prompts?
• What are Column Prompts?
• Other Prompt Types
• What Types of User Input Options Can I Use With a Column or Variable Prompt?
• Can Dashboard Prompts and Analysis Prompts Interact?
• In What Order Does Oracle BI EE Apply Prompts with Default Values?
• Creating or Editing a Column Prompt
• Overriding a Selection Step With a Column Prompt
• Creating or Editing an Image Prompt
• Creating or Editing a Currency Prompt
• Creating or Editing a Variable Prompt
• Adding a Dashboard Prompt to a Dashboard or Dashboard Page
• Adding a Hidden Dashboard Prompt to a Dashboard or Dashboard Page

7 Formatting Analyses, Views, and Dashboard Pages

• What Can be Formatted?
  • Applying Formatting to Columns in Analyses
  • Applying Formatting to Views
  • Applying Formatting to Dashboard Pages
• Formatting Columns in Analyses
  • What Kinds of Formatting Can I Apply?
  • Applying Formatting to a Column
  • Saving Formatting Defaults
• What is Cosmetic Formatting?
  • Using a Saved Analysis to Modify the Cosmetic Appearance of Other Analyses
    • Where is the Import Formatting Button?
    • Which View Types Support Imported Formatting?
    • How is Imported Formatting Applied?
    • Importing Formatting Using a Saved Analyses
• Applying Conditional Formatting to Tables and Pivot Tables
  • How is Conditional Formatting Applied?
  • Can Conditional Formats Be Based on Another Columns?
  • What Factors Affect Conditional Formats?
    • Layout, Order, and Conditional Formats
    • Value Suppression and Conditional Formats
  • Applying Conditional Formatting
  • Example of Conditional Formatting for Ranking
• Custom Date and Time Format Strings
  • General Custom Format Strings
  • ODBC Custom Format Strings
  • Custom Format Strings for Integral Fields
  • Custom Format Strings for Conversion into Hours
  • Custom Format Strings for Conversion into Hours and Minutes
  • Custom Format Strings for Conversion into Hours, Minutes, and Seconds

8 Delivering Content

• What Are Agents?
• What Are Alerts?
• How Agents Work
• What Is the Agent Editor?
• About Controlling Access to Agents
• How Will iBots Created in Previous Releases Be Upgraded?
• About Using Customization in Agents
• Creating Agents
• Viewing Summaries of Agent Settings
• Saving Agents
• Subscribing to Agents
• Displaying a List of the Agents That You Subscribe to or That You Own
• Unsubscribing from Agents
• Customizing Your Agent Subscriptions
  • Displaying Customized Filter Values in Agent Results
• Disabling and Enabling Agents' Schedules
• What Are Devices and Delivery Profiles?
• Configuring Your Devices and Delivery Profiles
• Accessing and Managing Your Alerts
• Subscribing to an RSS Feed for Alerts

9 Working with Conditions

• What Are Conditions?
• For What Do I Use Conditions?
• What Are the Elements of a Condition?
• What Are Named Conditions?
• What Are Inline Conditions?
• Who Creates Conditions?
• Creating Named Conditions
• Using Conditions to Determine Whether Agents Deliver Their Content or Execute Their Actions
• Using Conditions to Determine Whether Action Links Are Displayed in Dashboard Pages
• Using Conditions to Determine Whether Sections Are Displayed in Dashboard Pages
• Specifying the Settings for Conditions
• Editing Named Conditions
• Editing, Customizing, Testing, Saving, and Disabling Conditions Used in Agents
• Editing, Testing, Saving, and Removing Conditions Used in Action Links in Dashboard Pages
• Editing, Testing, Saving, and Removing Conditions Used in Sections in Dashboard Pages

10 Working with Actions

• What Are Actions?
• What Are Action Links and Action Link Menus?
• What Action Types Are Available?
  • Actions that Navigate to Related Content
  • Actions that Invoke Operations, Functions or Processes in External Systems
• Who Can Create Actions?
• Where Can I Add Actions?
• What Are Named Actions?
• What Are Inline Actions?
• How Will Actions Created in Previous Releases Be Upgraded?
• What Are Action Parameters?
• About Conditionally Enabling Actions
  • About Conditionally Enabling Actions Added to Analyses
  • About Conditionally Enabling Actions Added to Dashboard Pages
  • About Conditionally Enabling Actions Added to Agents
• About Customizing Information Displayed to Users on Action Execution
• Creating Named Actions
• Specifying the Settings for New Actions
• Adding Actions to Analyses
• About Adding Actions to Dashboard Pages
• Adding Actions to Dashboard Pages Using Action Links
  • Completing the Action Link Properties Dialog
• Adding Actions to Dashboard Pages Using Action Link Menus
• Adding Actions to Agents
• Adding Actions to KPIs
• Adding Actions to Initiatives and Objectives in Scorecards
• Creating a New Action Based on an Existing Named Action
• Editing Named Actions
• Editing Actions and Action Links Added to Analyses
• Editing Actions, Action Links, and Action Link Menus Added to Dashboard Pages
• Editing Actions Added to Agents
• Editing Actions and Action Links Added to KPIs
• Editing Actions and Actions Links Added to Initiatives and Objectives in Scorecards
• Saving Inline Actions in Analyses to the Catalog
• Saving Inline Actions in Dashboards to the Catalog
• Executing a Named Action to Test It

11 Using KPIs and KPI Watchlists

• What Are KPIs?
• How Are KPIs Evaluated?
• How Can I Use KPIs?
• What Are Dimensions and Pinned Dimension Values?
• Opening KPIs for Editing
  • Opening KPIs in the Catalog
  • Opening KPIs From a Watchlist
  • Opening KPIs From a Scorecard
• Creating or Editing KPIs
• Generating an Analysis from a KPI
• Creating an Agent From a KPI
• Contacting the Business Owner of a KPI
• About Overriding the Status of a KPI
• About Adding Comments to a KPI
• What Are KPI Watchlists?
• Creating or Editing KPI Watchlists

12 Scorecarding

• What is Oracle Scorecard and Strategy Management?
• What is a Balanced Scorecard?
• What is the Scorecard Editor?
• What are Scorecard Objects?
• How Do I Create a Scorecard?
• What Privileges and Permissions Are Required for Scorecards?
• Using the Edit and View Modes in the Scorecard Editor
• Creating Scorecards
• Opening or Editing Scorecards
• What Are Vision Statements?
• Defining Vision Statements
• What Are Mission Statements?
• Defining Mission Statements
• What Are Perspectives?
• Creating Custom Perspectives
• What Are Key Performance Indicators (KPIs)?
• What Are KPI Watchlists?
• What Are Objectives?
• Creating Objectives
  • Completing the Analytics Pane for Objectives or Initiatives
• What Are Initiatives?
• Creating Initiatives
• Opening Objectives or Initiatives Within Scorecards
• Understanding Initiative or Objective Performance Assessment
• Assigning Weights to Child Objectives, Initiatives and KPIs
• Defining Assessment Mappings for Scorecards
• About the Point of View Area
• Setting Up the Point of View Controls
• What Are Strategy Trees?
• Creating Strategy Trees
• What Are Strategy Maps?
• Creating Strategy Maps
• What Are Cause & Effect Maps?
• Creating Cause & Effect Maps
• What Are Custom Views?
• Creating Custom Views
• Working with KPI Details
• Viewing Overview Information
• Editing Scorecard Objects
• Deleting Scorecard Objects
• Adding Scorecard Objects to Dashboards
• About Status Overrides
• Overriding the Statuses of Initiatives, Objectives, and KPIs
• Contacting Business Owners
• About Comments
• Adding Comments to Initiatives, Objectives, and KPIs
• Replying to Comments Attached to Initiatives, Objectives, and KPIs
• Displaying Comments in Views

13 Managing Objects in the Oracle BI Presentation Catalog

• What is the Oracle BI Presentation Catalog?
• Who Uses the Catalog?
• Saving Business Intelligence Objects
• How Can I Search for Objects?
  • Basic Catalog Search
  • Full-Text Catalog Search
• Searching with the Basic Search
• What Results are Returned from a Full-Text Catalog Search?
• Making the Full-Text Catalog Search Available to End Users
• Searching Using Full-Text Catalog Search
• Object-Specific Tasks
• Exporting Reports, KPIs, and Analysis Prompts Data
• Accessing Properties
• Levels of Oracle BI EE Security
• What Are Permissions?
• How Are an Object's Permission Assigned?
• Access Control Lists and Permissions
• Permission Definitions
• Permissions Available by Object Type
• Recommendations for Setting Permissions
• Assigning Permissions
• Assigning Ownership of Objects
• What is Archiving?
• Archiving Objects

A Logical SQL Reference

• SQL Syntax and Semantics
  • Syntax and Usage Notes for the SELECT Statement
    • Basic Syntax for the SELECT Statement
    • Usage Notes
    • Subquery Support
    • SELECT List Syntax
    • FROM Clause Syntax
    • WHERE Clause Syntax
    • GROUP BY Clause Syntax
    • ORDER BY Clause Syntax
  • Syntax and Usage Notes for SELECT_PHYSICAL
    • Syntax for the SELECT_PHYSICAL Statement
    • Aggregate Functions Not Supported in SELECT_PHYSICAL Queries
    • Queries Supported by SELECT_PHYSICAL
    • Using the NATURAL_JOIN Keyword
    • Special Usages of SELECT_PHYSICAL
  • Operators
    • SQL Logical Operators
    • Mathematical Operators
  • Conditional Expressions
    • CASE (Switch)
    • CASE (If)
  • Expressing Literals
    • Character Literals
    • Datetime Literals
    • Numeric Literals
  • Variables
• Aggregate and Running Aggregate Functions
  • Aggregate Functions
    • AGGREGATE AT
    • AVG
    • AVGDISTINCT
    • BOTTOMN
    • COUNT
    • COUNTDISTINCT
    • COUNT(*)
    • MAX
    • MEDIAN
    • MIN
    • NTILE
    • PERCENTILE
    • RANK
    • STDDEV
    • STDDEV_POP
    • SUM
    • SUMDISTINCT
    • TOPN
  • Running Aggregate Functions
    • MAVG
    • MSUM
    • RSUM
    • RCOUNT
    • RMAX
    • RMIN
  • Time Series Functions
    • AGO
    • PERIODROLLING
    • TODATE
• String Functions
  • ASCII
  • BIT_LENGTH
  • CHAR
  • CHAR_LENGTH
  • CONCAT
  • INSERT
  • LEFT
  • LENGTH
  • LOCATE
  • LOCATEN
  • LOWER
  • OCTET_LENGTH
  • POSITION
  • REPEAT
  • REPLACE
  • RIGHT
  • SPACE
  • SUBSTRING
  • TRIMBOTH
  • TRIMLEADING
  • TRIMTRAILING
  • UPPER
• Math Functions
  • ABS
  • ACOS
  • ASIN
  • ATAN
  • ATAN2
  • CEILING
  • COS
  • COT
  • DEGREES
  • EXP
  • EXTRACTBIT
  • FLOOR
  • LOG
  • LOG10
  • MOD
  • PI
  • POWER
  • RADIANs
  • RAND
  • RANDFROMSEED
  • ROUND
  • SIGN
  • SIN
  • SQRT
  • TAN
  • TRUNCATE
• Calendar Date/Time Functions
  • CURRENT_DATE
  • CURRENT_TIME
  • CURRENT_TIMESTAMP
  • DAY_OF_QUARTER
  • DAYNAME
  • DAYOFMONTH
  • DAYOFWEEK
  • DAYOFYEAR
  • HOUR
  • MINUTE
  • MONTH
  • MONTH_OF_QUARTER
  • MONTHNAME
  • NOW
  • QUARTER_OF_YEAR
  • SECOND
  • TIMESTAMPADD
  • TIMESTAMPDIFF
  • WEEK_OF_QUARTER
  • WEEK_OF_YEAR
  • YEAR
• Conversion Functions
  • CAST
  • IFNULL
  • TO_DATETIME
  • VALUEOF
• Database Functions
  • EVALUATE
  • EVALUATE_ANALYTIC
  • EVALUATE_AGGR
  • EVALUATE_PREDICATE
• System Functions
  • USER
  • DATABASE

B User Interface Reference

• Act As dialog
• Action Link dialog
• Action Links dialog
• Action Link Menu Properties dialog
• Action Link Properties dialog
• Action Options dialog
• Action Options dialog: Action Results tab
  • Working with HTML Markup
• Action Options dialog: Invoke Action tab
• Add Application Roles, Catalog Groups, and Users dialog
• Add Columns dialog
• Add Comment dialog
• Add Dashboard Page dialog
• Add KPI dialog
• Add a Related Document dialog
• Add/Remove Subject Areas dialog
• Administration page
• Administration: Issue SQL page
• Administration: Manage Agent Sessions page
• Administration: Manage Catalog Groups page
• Administration: Manage Device Types page
• Administration: Manage Map Data page
• Administration: Manage Privileges page
• Administration: Manage Sessions page
• Advanced SQL Filter dialog
• Advanced Ticker Options dialog
• Agent editor
• Agent editor: Actions tab
• Agent editor: Condition tab
• Agent editor: Delivery Content tab
• Agent editor: Destinations tab
• Agent editor: General tab
• Agent editor: Recipients tab
• Agent editor: Schedule tab
• Alert dialog
• Alerts dialog
• Analysis editor
• Analysis editor: Advanced tab
• Analysis editor: Criteria tab
• Analysis editor: Results tab
• Analysis Properties dialog
• Analysis Simple SQL Statement dialog
• Analytics pane
  • Initiatives & KPIs table, Objectives & KPIs table, Objectives, Initiatives & KPIs table, and New KPI Watchlist table
  • Status window
• Apply Saved Filter dialog
• Archive dialog
• Bar Graph (Layer) dialog
• BI Publisher Report Properties dialog
• Break dialog
• Bubble (Layer) dialog
• Catalog page
  • Catalog area
• Catalog pane
• Catalog pane for Scorecard
• Causal Linkage dialog
• Cause & Effect Map Preferences dialog
• Cause & Effect Map Preferences dialog: General tab
• Cause & Effect Map Preferences dialog: Hidden Nodes tab
• Cause & Effect Map tab: Details tab
  • Related Documents area
• Cause & Effect Map tab: Diagram tab
• Change Aggregation Rule dialog
• Change Column Labels
• Choose Request Column dialog
• Collaboration pane
• Color Selector dialog
• Column Properties dialog
• Column Properties dialog: Column Format tab
• Column Properties dialog: Conditional Format tab
• Column Properties dialog: Data Format tab
• Column Properties dialog: Interaction tab
• Column Properties dialog: Style tab
• Column Properties dialog: Write Back tab
• Compound Layout
• Contact Owner dialog
• Content pane
• Create Delivery Profile dialog
• Create Device dialog
• Create New Action dialog
• Create New Agent dialog
• Create New Device Type dialog
• Custom Permissions dialog
• Custom View Properties dialog
• Custom View tab: Details tab
• Custom View tab: Diagram tab
• Customize Condition dialog
• Customize Gauge Limit dialog
• Customize Scale Marker dialog
• Customize Subscription to Agent dialog
• Customize Subscription to Agent dialog: Condition Parameters tab
• Customize Subscription to Agent dialog: Content Parameters tab
• Dashboard builder
  • Page Layout area
  • Properties Buttons for Objects
• Dashboard Objects pane
• Dashboard Filters and Variables dialog
• Dashboard Properties dialog
• Dashboard page
• Definition pane
• Dimension Pinnings dialog
• Display pane
• Edit dialog
• Edit Background Map dialog
• Edit Briefing Book dialog
• Edit Column Formula dialog
• Edit Column Formula dialog: Bins tab
• Edit Column Formula dialog: Column Formula tab
• Edit Dimension Settings dialog
• Edit Footer or Header dialog
• Edit Layer dialog
• Edit Page Settings dialog
• Edit Parameter Filter dialog
• Edit Parameter Mapping dialog
• Edit Saved Customizations dialog
• Embedded Content Properties dialog
• Enter Email Address dialog
• Enter Expression dialog
• Filter editor
• Filters pane
• Folder Properties dialog
• Folders pane
• Font Format: Item dialog
• Font Format: Item dialog: Display Options tab
• Font Format: Item dialog: Font Format tab
• Font Format dialog: Number Format tab
• Gauge Properties dialog
• Gauge Properties dialog: General tab
• Gauge Properties dialog: Style tab
• Gauge Properties dialog: Scale tab
• Gauge Properties dialog: Titles and Labels tab
• Getting Started pane
• Graph Properties dialog
• Graph Properties dialog: General tab
• Graph Properties dialog: Scale tab
• Graph Properties dialog: Style tab
• Graph Properties dialog: Titles and Labels tab
• Graphics dialog
• Home page
• Image Map Prompt Properties dialog
• Import Background Maps dialog
• Initiative Linkage dialog
• Initiatives pane
• Insert Filter dialog
• Insert Function dialog
• Insert Variable dialog
• Invoke Action dialog
• Key Resource dialog
• KPI editor
• KPI editor: Dimensionality page
• KPI editor: General Properties page
• KPI editor: Related Documents page
• KPI editor: Thresholds page
• KPI Watchlist editor
• KPI Watchlist editor: Details tab
• KPI Watchlist editor: Performance tab
• Layout pane
  • Aggregation Rules and Functions
• Legend pane
• Link or Image Properties dialog
• Map Properties dialog
• Map Properties dialog: Canvas tab
• Map Properties dialog: Interaction tab
• Map Properties dialog: Tools tab
• Mission tab: Details tab
• Mission tab: Document tab
• My Account dialog
• My Account dialog: BI Publisher Preferences tab
• My Account Dialog: Delegated Users tab
• My Account dialog: Delivery Options tab
• My Account dialog: My Application Roles tab
• My Account dialog: Preferences tab
• New Action Link dialog
• New Calculated Item dialog
• New Condition dialog
• New Condition Step dialog
• New Dashboard dialog
• New EVALUATE_PREDICATE Function dialog
• New Filter dialog
  • Operators
• New Folder dialog
• New Prompt dialog
• New Related Document dialog
• New Scorecard dialog
• Open dialog
• Page Properties dialog
• Permission dialog
• Perspectives pane
• Preview pane
• Print Options dialog
• Privilege dialog
• Prompt editor
• Properties dialog
• Publish Page to Dashboard dialog
• Related Items pane
• Rename dialog
• Replace Icon dialog
• Replace Icon dialog: Custom Image tab
• Replace Icon dialog: Standard Images tab
• Report Links dialog
• Results tab: Column Selector editor
• Results tab: Create Segment editor
• Results tab: Create Target List editor
• Results tab: Data View editor
  • Right-Click Menu for Tables and Pivot Tables
  • Toolbar Buttons Common to All Views
  • Data View Editor Toolbar
  • Export Menu Options for Views and Results
  • Sorting Options Menu and Buttons
• Results tab: Filters editor
• Results tab: Legend editor
• Results tab: Narrative editor
• Results tab: Static Text editor
• Results tab: Ticker editor
• Results tab: Title editor
  • Storing Custom Files Locally and Using the fmap Function to Reference Them
• Results tab: View Selector editor
• Save Briefing Book Content dialog
• Save Current Customization dialog
• Saved Customization Permissions and Defaults dialog
• Scale Markers dialog
• Scorecard Breadth pane
• Scorecard Content Properties dialog
• Scorecard Documents pane
• Scorecard editor
• Scorecard editor: Cause & Effect Map tab
• Scorecard editor: Custom View tab
• Scorecard editor: Initiative Details tab
• Scorecard editor: KPI Details tab
• Scorecard editor: Mission tab
• Scorecard editor: Objective Details tab
• Scorecard editor: Overview tab
• Scorecard editor: Perspective tab
• Scorecard editor: Strategy Map tab
• Scorecard editor: Strategy Tree tab
• Search pane
• Section Condition dialog
• Section Properties dialog
• Select Column dialog
• Select Java Method dialog
• Select Script Function dialog
• Select Values dialog
• Select Variable dialog
• Select Web Service Operation dialog
• Selected Columns pane
• Selection Steps pane
• Set User dialog
• Settings dialog
• Settings dialog: Assessment Mappings tab
• Settings dialog: Dimension Settings tab
• Settings pane
• Show More Columns dialog
• Sign In page
• Status Override dialog
• Strategy pane
• Strategy Map tab: Details tab
• Strategy Map tab: Diagram tab
• Strategy Tree tab: Details tab
• Strategy Tree tab: Diagram tab
  • Node Options Menu
• Style and Conditional Formatting dialog
• Style and Conditional Formatting dialog: Conditional Formatting tab
• Style and Conditional Formatting dialog: Style Formatting tab
• Subject Areas pane
• Summary View pane
  • Initiative or Objective Summary View
  • KPI Summary View
• Table Properties dialog
• Table Properties dialog: Style tab
• Table Properties dialog: Write Back tab
• Tasks pane
  • Tasks Options
• Text Properties dialog
• Unarchive dialog
• Views pane

C Basic Information to Tell Your Users

• Exporting and Copying Results
  • Exporting Results
  • Copying Results to Microsoft Applications
• Sorting Values in Table Views and Pivot Table Views
• Drilling in Results
  • What is Drilling?
  • Where Can I Drill?
    • Drilling in Tables and Pivot Tables
    • Drilling in Graphs
• About Running Actions Using Action Links and Action Link Menus in Analyses and Dashboards
• Running Actions Associated with Action Links in Analyses and Dashboards
• Using Section Sliders in Graphs and Gauges
• Working with Map Views on Dashboard Pages
  • Panning in Map Views
  • Zooming in Map Views
  • Drilling in Map Views
  • Modifying Thresholds for Formats on a Map View
  • Showing or Hiding Formats on a Map View
• Zooming and Scrolling in Graphs
• Working with Views that Are Linked in Master-Detail Relationships
• Modifying Data in a Table View in a Dashboard Page or Analysis
  • About Handling Errors for Write-Back
• Accessing BI Publisher Reports in Dashboards
  • Using the Oracle BI Publisher Toolbar on a Dashboard Page

D Integrating with Microsoft Office

• Integrating Analyses with Microsoft Office
  • Copying Views and Analyses
    • General Guidelines for Copying Views and Analyses
    • Copying Table and Pivot Table Views
    • Copying Graph, Funnel Graph, and Gauge Views
  • Viewing Objects in the Catalog
• Features of Oracle BI for Microsoft Office
  • General Features
  • Features of Oracle BI Add-in for Microsoft Excel
  • Features of Oracle BI Add-in for Microsoft PowerPoint
  • Features from Oracle BI EE Not Supported by Oracle BI for Microsoft Office
• Installing and Configuring Oracle BI for Microsoft Office
  • What is the Oracle BI Office Server?
  • Installation and Configuration Steps
  • Tasks Performed by the Installer for Oracle BI EE
  • Installing the Oracle BI Add-in for Microsoft Office
  • Configuring Connections to Oracle BI Presentation Services
• Setting Properties in the bioffice.xml Configuration File
• Configuring SSL on Oracle WebLogic Server for Oracle BI for Microsoft Office
• Configuring an SSO-Enabled Oracle BI EE for Oracle BI for Microsoft Office

E Accessibility Features

• Using Accessibility Features
  • What are Accessibility Features?
  • Signing In via Keystrokes
  • Changing to Accessibility Mode
• Keyboard Shortcuts
  • Keyboard Shortcuts for Oracle BI EE and Oracle BI Publisher
  • Navigating on the Home Page
  • Navigating in Oracle Business Intelligence Dashboards
• Designing for Accessibility
  • Obtaining General Information
  • Avoiding Common Misconceptions
  • Following Best Practice Recommendations
  • Following General Guidelines for Accessible Content
    • Font Selection
    • Color Selection
    • Color Contrast
  • Designing Dashboards that are Accessible
    • Promoting a Consistent Structure
    • Keeping Dashboard Pages Simple
    • Enhancing On-Screen Content
    • Providing Alternate Displays
    • Including Descriptions for Analyses
    • Working with Styles for Dashboards
    • Avoiding Prohibited Features
• Using Objects to Enhance Accessibility
  • Switching Content with View Selectors
  • Using Static Text Objects for Custom HTML Markup

Glossary

Index