Oracle Business Intelligence 11g Designers Direct Through Measure Rittman – This chapter provides a conceptual overview of Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1). This chapter contains the following topics:
Oracle BI Enterprise Edition (sometimes simply referred to as Oracle Business Intelligence) provides a full range of business intelligence capabilities that allow you to:
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Use the Oracle BI Presentation Catalog to store the objects, such as analyses, dashboards, and KPIs, that you and other users create using Oracle BI EE. Users have their own personal folder (My Folders), where they can store the objects they create . Only the user who created and saved the content in that folder can access objects in a personal folder. Users can add subfolders to their personal folders to organize their content in the way that makes most sense to them.
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You can also store objects in shared folders where other users or groups can access the objects. A combination of business logic security, catalog object security, and data-level security determines who can view data and objects, edit objects, and delete objects from the catalog. Your administrator creates and maintains the catalog’s shared folder structure.
For more information, see “What is the Oracle BI Presentation Catalog?” and “Managing Objects in the Oracle BI Presentation Catalog.” For information about how to configure the catalog, see “Configuring and Managing the Oracle BI Presentation Catalog” in the Oracle Fusion Middleware System Administrator’s Guide for Oracle Business Intelligence Enterprise Edition.
To access Oracle BI EE, you use a URL, user ID, and password provided to you by your organization.
Oracle BI EE requires that your web browser be configured to accept cookies. Uses a cookie to track a user’s logged in session.
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You may not be prompted to enter values in all fields on the Sign In page (as described in the following procedure) if you are already signed in using single sign-on (SSO).
After you sign in to Oracle BI EE (as described in “Sign in to Oracle BI Enterprise Edition”), you will be presented with one of the following pages, depending on what is configured for you:
This page is your starting point for working in Oracle BI EE. As you work, you can use the global header and home page as the main ways to navigate Oracle BI EE:
After you have accessed the starting point of a task, the interface presents you with the page, dialog box, or editor that you use to perform the task.
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The Home page provides a starting point for performing tasks in Oracle BI EE. The Home page is divided into sections that allow you to quickly begin a specific task, locate an object, or access technical documentation. It also includes sections (for example, Recent and Favorites) that allow you to quickly access objects that you have recently viewed, created, or updated, and objects that are most frequently accessed by users assigned to the groups to which you belong.
Depending on what is configured as the home page, you may be presented with the home page when you log in to Oracle BI EE.
Otherwise, you can always navigate to the home page by clicking the home page link in the global header. For information about the global header, see “What is the Oracle BI EE global header?”
The global header provides quick access to commonly used functions and is always available from the user interface. For example, you can use the global header to start a new task, search the Oracle BI presentation catalog, access product documentation, or view a different object, without having to return to the home page. The global header also includes the link to the home page so that you can quickly access the home page from other pages. Note that the functionality available in the global header is determined by privileges.
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Your administrator can customize the global header by changing the order in which links are displayed or adding links to internal or external locations such as Google or OTN. For more information, see “Providing Custom Links in Presentation Services” in the Oracle Fusion Middleware System Administrator’s Guide for Oracle Business Intelligence Enterprise Edition.
Oracle BI EE provides direct access to guides, context-sensitive help, and libraries that contain conceptual and how-to information to help you understand Oracle BI EE.
The Act As functionality allows you to act on behalf of another user in Oracle BI EE. This functionality is useful, for example, when you must work on another user’s dashboard or content, or when IT support staff want to troubleshoot problems in another user’s account.
To use the Act As functionality, your administrator must allow you to act on behalf of another user. For information, see “Allow Users to Act on Behalf of Others” in the Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.
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When the administrator authorizes you to act on behalf of another user, the administrator can grant you full access or restricted access to the other user’s account:
You can view a list of users with access to your account by opening the “My Account Dialog: Delegated Users Tab”. This tab displays a list of the names of users who have been given access to your account.
You may act on behalf of another user, if you have been authorized to do so. For more information, see “About performing for other users.”
You and your end users can set personal preferences for Oracle BI EE. Using the “My Account” dialog box, and depending on your privileges, you can:
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This guide assumes that Oracle BI EE and BI Publisher have been installed and configured to run as fully integrated components in your organization. If this is not the case, some mentions of BI Publisher in this guide may not apply to you.
For information about running BI Publisher, see the Oracle Fusion Middleware User Guide for Oracle Business Intelligence Publisher.
BI Publisher allows you to create highly formatted reports that are suitable for printing. BI Publisher reports are built on top of BI Publisher data models. A BI Publisher data model can consist of data sets from a wide range of sources, such as BI or analytics server subject areas, SQL queries in relational databases, MDX queries in Essbase, or other OLAP, LDAP, web services sources. , Microsoft Excel. , HTTP feeds or XML files. BI Publisher supports a wide range of layout types, so you can create the full range of documents your organization may need. Within Oracle BI EE, you can view, create, edit, and schedule BI Publisher reports and include them on dashboard pages.
As part of version 11g, Oracle BI EE includes a fully integrated BI Publisher. All BI Publisher functionality appears seamlessly within the Oracle BI EE application, and all related reports and objects are created within Oracle BI EE and saved in the Oracle BI presentation catalog.
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For more information about creating a BI Publisher report, see the Oracle Fusion Middleware Report Designer’s Guide for Oracle Business Intelligence Publisher. For more information about scheduling a BI Publisher report, see the Oracle Fusion Middleware User Guide for Oracle Business Intelligence Publisher.
Oracle Business Intelligence Applications are pre-built business intelligence solutions that are available for Oracle applications such as Oracle E-Business Suite, JD Edwards, Peoplesoft, and Siebel. Oracle Business Intelligence applications are based on Oracle BI EE.
Oracle BI applications consist of industry-specific dashboards and analytics that are built using industry best practices to address key functional areas within an organization. Dashboards and analytics are tailored to each end user’s role in an organization.
Typically, Oracle BI applications are integrated with and accessible from other operational applications, such as Oracle’s Siebel CRM applications, to provide business metrics in analysis in the context of an organization’s business function and industry. Oracle BI applications include Extract Transform Load (ETL) routines to extract, transform, and load data into Oracle Business Analytics Warehouse. Oracle BI applications also contain metadata that maps to Oracle Business Analytics Warehouse and a transactional database, and defines key measures and metrics for all levels of the organization. These measures and metrics are available to content designers in Oracle Business Intelligence.
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Oracle Fusion applications can consume content created in Oracle BI EE. This means that users can access Oracle BI EE objects that are contextually relevant to their current work area, such as analytics and dashboards. Users can also launch Oracle BI EE as a tool.
Oracle BI EE offers a set of add-ins for Microsoft Office that can be downloaded and installed to enable integration between Oracle Business Intelligence components and Microsoft Office. The Getting Started section of the Oracle BI EE “home page” provides links to install the following add-on components:
Some topics that might be of interest to designers and content managers are covered in other guides. Table 1-1 lists these topics and indicates where to go for more information.
See the system requirements and certification documentation for hardware and software requirements, platforms, databases, and other information. Both documents are available on the Oracle Technology Network (OTN).
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The system requirements document covers information such as hardware and software requirements, minimum disk space and memory requirements, and required libraries, packages, or system files.
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