Friday May 09, 2014

Indicator type UDFs Part 2

In a previous blog, we covered how to bring indicator type UDFs (User Defined Fields) into the STAR data warehouse by manually adding them as text type UDFs in the staretl.properties file and adding a script into the ETL process. In this post we’ll cover how to use conditional formatting in Oracle Business Intelligence to display these indicator UDFs in analyses.

First, create a new analysis in Oracle Business Intelligence, in this example we’re using the Primavera – Activity subject area, and a simple selection of two indicator type Project UDFs, Schedule Status and Overall Status.

Since the indicators UDFs are being stored as text in the STAR, the initial output from Oracle Business Intelligence is not what we want, we’ll need to apply some conditional formatting in order to display the indicators correctly.


To accomplish this, we first need to add some place holder columns that we can use to display the indicator images. You can just add a second occurrence of each indicator column and rename them so you know which column will contain the text and which will be used to display the actual indicator image.

Next, go to the Schedule Status column, click on the menu drop down and select Edit Formula.

We don’t want to display the text along with the indicator image, so select the Custom Headings option, then in place of the actual column name substitute a blank value(‘ ‘) in the Column Formula section.

Now we can take care of the conditional formatting. For the Schedule Status column, click on the drop down and select Column Properties.

Then go to the Conditional Format tab, click Add Condition, and select the column you want to base the formatting on, in this case Schedule Status Text.

Select the condition and click OK. From the Edit Format window click on Image.

Select an image to be displayed based on the Schedule Status Text, click OK.

Enter any additional format changes, in this case we’ve selected Center horizontal and vertical alignment for the column, then click OK.

Repeat the conditional formatting steps for the other values of the indicator, and then repeat the process for any other indicators in the analysis, in this example we also selected Overall Status.

Once finished, the only remaining step is to hide the text columns from the analysis so only the indicators will be displayed. From the Results tab, right-click on the heading for the text columns and select Hide Column from the drop down list.

Once the text columns have been hidden you will be left only with the indicator columns and the images that were selected in the conditional formatting steps.

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