Friday Aug 16, 2013

How To Create New Report From Scratch Within Excel Using Smart View?

This article describes the steps to create a new report from scratch within Excel using Smart View:
  1. Connect to OBIEE instance using Smart View as mentioned in https://blogs.oracle.com/ExalyticsOBIEE/entry/integrating_obiee_with_microsoft_office
  2. Click on Tab OBIEE ->View Designer Pane.
    The 'View Designer' pane will display a layout similar to the 'Criteria' Pager in Analytics.
    Here you can selecting from any subject area in the BI Catalog and drag and drop the dimensions and measures you want into respected rows,columns and Measures section.

    View Designer
  3. Add filters if required.

    Add Filters
  4. This report can then be manipulated either as an Excel pivot table or an OBIEE pivot table.

    Report
  5. Calculated Field can be added through 'Options->Fomulas'.

    Calculated Field

    Calc Field Report

  6. Now create Charts or Graph if required through 'Options->PivotCharts'.You can do any modification that you want using 'Options' tab.

    Pivot Chart

    Excel Chart

  7. Save the Excel document to your personal folder or you can upload to the BI Presentation Catalog using the Publish View button.

    Save

  8. Open the report in the Analysis Editor, just like any other analysis in the catalog.

    9
 NOTE:
Only SmartView 32-bit is supported with OBIEE 11.1.1.7.x.
SmartView 64-bit is not supported since it requires MS Office 2010, which is not certified with OBIEE 11.1.1.7.x

Wednesday Aug 14, 2013

Integrating OBIEE with Microsoft Office Using Oracle Hyperion Smart View For Office

This article describes the steps to integrate OBIEE with Microsoft Office using Oracle Hyperion Smart View For Office.

  1. Download Smart View using any one of the option below:
    • Option 1:
      From the Oracle BI EE "Home page"->
      In the Get Started section, click the Download BI Desktop Tools link, then select 'Smart View for MS Office'
      Download
    • Option 2:
      From EPM Downloads.http://www.oracle.com/technetwork/middleware/epm/downloads/smart-view-1112x-1939038.html
    • Option 3:
      Download Patch 16909989 -SMART VIEW PATCH TO PICK UP OBIEE 11.1.1.7.1 DLLS. (Patch) from MOS.
  2. Install Smart View as per the instructions provided in the readme file.
  3. Open Microsoft Office Excel, you will find the 'Smart View' Add-In displayed in the Excel Tab as shown below:
    Add-In
  4. Click on Panel->Private Connection->New Connection.
  5. Select Oracle BI EE as the new Connection provider.
    OBIEE Connection
  6. In the URL Field Enter : http://hostname:port/analytics/jbips
    URL
  7. Enter username and password the the instance specified in step 6.
    Login
  8. Save the private Connection.
    Save connection
  9. The Connection will now be shown under the 'Private Connection'.
    Note: You may be prompted again to Enter the username and password as in step 7.
    Connection displayed in panel
  10. Now you should be able to browse the BI Catalog and select a Smart View report

References:

http://docs.oracle.com/cd/E40530_01/epm.11123/smart_view_user.pdf

Tuesday Apr 30, 2013

How To Pass Presentation Variable To the Title View Using Dashboard Prompt?

Presentation variable does not pass correctly in title view when all values are selected in the dashboard prompt.

For eg, when all values are selected,the title is displayed as @{xxxxx}

When you select a value from the dashboard prompt , the title is reflected correctly with the selected value in dashboard prompt.

This issue can be reproduced at will using any version of OBIEE. The test case using OBIEE 11.1.1.7 is demonstrated below:


 Steps:

Section 1: Create the report:

1.1.Create an analysis using sample sales lite rpd with following criteria:

  • Time: Per Name Year
  • Product: Brand
  • Offices: Department
  • Base Facts: Revenue

Add a Filter ->Product: Brand and make it 'Is prompted' (we will be making Brand as the presentation variable)


1.2.Click on Result and Edit the Title


1.3.In the 'subtitle' field , Enter the name of presentation variable, say @{Brand}


1.4.Save the report as 'Presentation var'

Section 2: Create the Dashboard prompt.
2.1 Create a New Dashboard Prompt (New->Dashboard Prompt)
2.2 Add a Column Prompt: Product ->Brand
2.3 Expand the Options and Set a variable to 'Presentation variable' and Enter 'Brand' in the field below.


2.4Save the dashboard prompt as 'PVprompt'

Section 3: Create the Dashboard Page

3.1 Create a new board and name it as :PVDashboard
3.2 Drag and drop the Dashboard Prompt created from Section 2 into the dashboard page
3.3 Drag and drop the report created from Section 1 to the dashboard page
3.4 Save the Dashboard page and run it.
3.5 When there is no value selected in the dashboard prompt, the subtitle is displayed as '@{Brand}'


3.6 When you select a value for Dashboard prompt : say 'BizTech', it is displayed correctly as BizTech as shown below:


To fix this issue, Do the following:

Edit the Title view from Results tab and add a default value for All selection for eg, 'All Brand' in this case: @{Brand}{All Brand}and Save the title.



Save the Dashboard PVDashboard,and Run it .Now the Presentation Variable is displayed correctly when you dont select any value for the Dashboard prompt.


About

This Blog is for sharing the latest information regarding Exalytics and OBIEE

Search

Categories
Archives
« April 2014
SunMonTueWedThuFriSat
  
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
   
       
Today