Oracle HCM Cloud:

Reporting and Analytics

Activity Guide
D96205GC30 | D102057

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Table of Contents

Practices for Lesson 1: Course Overview ..................................................................................... 7

Practices for Lesson 1 .................................................................................................................... 8
Practices for Lesson 2: Getting Started with Reporting and Analytics ...................................... 9
Practices for Lesson 2: Overview ................................................................................................... 10
Practice 2-1: Signing In to Oracle Transactional Business Intelligence ......................................... 11
Practice 2-2: Navigating the Home Tab .......................................................................................... 12
Practice 2-3: Setting Preferences ................................................................................................... 15
Practice 2-4: Running Standard Analyses ...................................................................................... 17
Practices for Lesson 3: Scoping Analyses .................................................................................... 19
Practices for Lesson 3 .................................................................................................................... 20
Practices for Lesson 4: Examining Subject Areas........................................................................ 21
Practices for Lesson 4 .................................................................................................................... 22
Practices for Lesson 5: Constructing Custom Analyses ............................................................. 23
Practices for Lesson 5: Overview ................................................................................................... 24
Practice 5-1: Creating Basic Custom Analyses .............................................................................. 25
Practice 5-2: Modifying Basic Custom Analyses ............................................................................ 28
Practices for Lesson 6: Using Filters ............................................................................................. 31
Practices for Lesson 6: Overview ................................................................................................... 32
Practice 6-1: Modifying Analysis Results with Filters...................................................................... 33
Practice 6-2: Creating Shared Filters .............................................................................................. 36
Practice 6-3: Modifying Analysis Results with Shared Filters ......................................................... 38
Practice 6-4: Modifying Analysis Results with Saved Analyses as Filters ...................................... 40
Practices for Lesson 7: Adding Selection Steps ........................................................................... 43
Practices for Lesson 7: Overview ................................................................................................... 44
Practice 7-1: Modifying Analysis Results with Selection Steps ...................................................... 45
Practice 7-2: Modifying Analysis Results Using Selection Steps Based on Conditions ................. 48
Practices for Lesson 8: Organizing Data within Analyses ........................................................... 51
Practices for Lesson 8: Overview ................................................................................................... 52
Practice 8-1: Building Sections and Table Prompts ....................................................................... 53
Practice 8-2: Building Groups ......................................................................................................... 55
Practice 8-3: Building Calculated Items .......................................................................................... 58
Practices for Lesson 9: Organizing Analyses ............................................................................... 61
Practices for Lesson 9: Overview ................................................................................................... 62
Practice 9-1: Examining the BI Catalog .......................................................................................... 63

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Oracle HCM Cloud: Reporting and Analytics – Table of Contents iii

 Practice 9-2: Conducting Searches within the BI Catalog .............................................................. 65
Practice 9-3: Taking More Actions on Objects ................................................................................ 67
Practice 9-4: Creating Folders ........................................................................................................ 70
Practice 9-5: Exporting Analyses .................................................................................................... 72
Practices for Lesson 10: Using Scheduling Agents ..................................................................... 75
Practices for Lesson 10: Overview ................................................................................................. 76
Practice 10-1: Searching for Agents ............................................................................................... 77
Practice 10-2: Building and Running Agents .................................................................................. 79
Practice 10-3: Constructing and Running Agents with Conditions ................................................. 82
Practice 10-4: Handling Agent Alerts .............................................................................................. 84
Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into
Analyses ............................................................................................................................................ 87
Practices for Lesson 11: Overview ................................................................................................. 88
Practice 11-1: Examining Views and View Editors ......................................................................... 89
Practice 11-2: Constructing Graphs ................................................................................................ 92
Practice 11-3: Modifying and Configuring Graphs .......................................................................... 94
Practice 11-4: Using Conditional Formatting within Analyses ........................................................ 96
Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis
Views .................................................................................................................................................. 101
Practices for Lesson 12: Overview ................................................................................................. 102
Practice 12-1: Building Trellises...................................................................................................... 103
Practice 12-2: Building Gauges ...................................................................................................... 106
Practice 12-3: Building Advanced Analysis Views .......................................................................... 109
Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools .......................... 115
Practices for Lesson 13: Overview ................................................................................................. 116
Practice 13-1: Working with Analysis Properties ............................................................................ 117
Practice 13-2: Building Column Selectors within Analyses ............................................................ 120
Practice 13-3: Building Master-Detail Channels within Analyses ................................................... 122
Practices for Lesson 14: Managing Analysis Content - Restructuring Data .............................. 127
Practices for Lesson 14: Overview ................................................................................................. 128
Practice 14-1: Working with Bins .................................................................................................... 129
Practice 14-2: Working with Set Operators ..................................................................................... 133
Practices for Lesson 15: Scoping Dashboards ............................................................................. 137
Practices for Lesson 15 .................................................................................................................. 138
Practices for Lesson 16: Building Dashboards ............................................................................. 139
Practices for Lesson 16: Overview ................................................................................................. 140
Practice 16-1: Creating Dashboards ............................................................................................... 141
Practice 16-2: Adding Dashboard Content ..................................................................................... 143
Practice 16-3: Using Tools to Configure Dashboard Preferences .................................................. 146
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iv Oracle HCM Cloud: Reporting and Analytics – Table of Contents

 Practice 16-4: Using My Account to Configure Dashboard Preferences ........................................ 148
Practices for Lesson 17: Course Summary ................................................................................... 149
Practices for Lesson 17 .................................................................................................................. 150
Appendix A: Instructor Demonstrations ........................................................................................ 151
Practices for Lesson A: Overview ................................................................................................... 152
Instructor Demonstration L2-1: Signing on to OBI and Navigating the Home Tab ......................... 153
Instructor Demonstration L2-2: Setting OBI Preferences ............................................................... 155
Instructor Demonstration L2-3: Running Standard Analyses ......................................................... 156
Instructor Demonstration L5-1: Launching New Analyses .............................................................. 157
Instructor Demonstration L5-2: Modifying Basic Custom Analyses ................................................ 158
Instructor Demonstration L5-3: Saving Basic Custom Analyses .................................................... 159
Instructor Demonstration L6-1: Adding Filters to Analyses ............................................................ 160
Instructor Demonstration L6-2: Modifying Filters ............................................................................ 161
Instructor Demonstration L6-3: Creating Independent Filters to Modify Analysis Results ............. 162
Instructor Demonstration L6-4: Modifying Analysis Results with Saved Analyses as Filters ......... 163
Instructor Demonstration L7-1: Using Selection Steps ................................................................... 165
Instructor Demonstration L7-2: Using Selection Steps Based on Conditions ................................ 166
Instructor Demonstration L8-1: Working with Sections and Table Prompts ................................... 167
Instructor Demonstration L8-2: Creating Groups ............................................................................ 168
Instructor Demonstration L8-3: Inserting Calculated Items into Analyses ...................................... 169
Instructor Demonstration L9-1: Exploring and Working with the BI Catalog .................................. 170
Instructor Demonstration L9-2: Searching within the BI Catalog .................................................... 171
Instructor Demonstration L9-3: Examining More Actions on Analyses........................................... 172
Instructor Demonstration L9-4: Creating Folders............................................................................ 173
Instructor Demonstration L9-5: Printing and Exporting Analyses ................................................... 174
Instructor Demonstration L10-1: Listing Agents.............................................................................. 175
Instructor Demonstration L10-2: Building and Running Agents ...................................................... 176
Instructor Demonstration L10-3: Building and Running Agents with Condition .............................. 178
Instructor Demonstration L10-4: Managing Agent Alerts ................................................................ 180
Instructor Demonstration L11-1: Exploring Views and View Editors .............................................. 181
Instructor Demonstration L11-2: Creating Graphs .......................................................................... 183
Instructor Demonstration L11-3: Editing and Formatting Graphs ................................................... 184
Instructor Demonstration L11-4: Adding Conditional Formatting to Analyses ................................ 185
Instructor Demonstration L12-1: Constructing Trellises ................................................................. 188
Instructor Demonstration L12-2: Constructing Gauges .................................................................. 190
Instructor Demonstration L12-3: Creating Advanced Analysis Views ............................................ 192
Instructor Demonstration L13-1: Configuring Analysis Properties .................................................. 196
Instructor Demonstration L13-2: Working with Column Selectors .................................................. 198
Instructor Demonstration L13-3: Configuring Master-Detail Channels ........................................... 199

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Oracle HCM Cloud: Reporting and Analytics – Table of Contents v

 Instructor Demonstration L14-1: Configuring Bins .......................................................................... 202
Instructor Demonstration L14-2: Using Set Operators ................................................................... 204
Instructor Demonstration L16-1: Building Dashboards ................................................................... 206
Instructor Demonstration L16-2: Inserting Dashboard Content ...................................................... 207
Instructor Demonstration L16-3: Configuring Dashboard Preferences with Tools ......................... 208
Instructor Demonstration L16-4: Configuring Dashboard Preferences in My Account ................... 209
Instructor Demonstration L16-5: Viewing Available Dashboards and Reports on Oracle
Applications Customer Connect ..................................................................................................... 210

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vi Oracle HCM Cloud: Reporting and Analytics – Table of Contents

Practices for Lesson 1:
Course Overview
Practices for Lesson 1
Overview
In these practices, you sign in to OTBI as Brian Joseph to carry out a variety of actions.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other practices.

Practice Information: Student Identifiers

Use the Student Identifier to create a unique name for the data you create in the practices.
Note: If you are taking this class without a live instructor, please select one row of data from the
table.
Student Identifier
RA1
RA2
RA3
RA4
RA5
RA6
RA7
RA8
RA9
RA10
RA11
RA12
RA13
RA14
RA15
RA16
RA17
RA18
RA19
RA20

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8 Practices for Lesson 1: Course Overview

Practices for Lesson 2:
Getting Started with
Reporting and Analytics
Practices for Lesson 2: Overview

Overview
In these practices, you sign in to OTBI as Brian Joseph, navigate through it, change
preferences, and run a standard analysis.

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10 Practices for Lesson 2: Getting Started with Reporting and Analytics

Practice 2-1: Signing In to Oracle Transactional Business Intelligence

Overview
In this practice, you follow the technique for signing on and accessing OTBI.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.

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Practices for Lesson 2: Getting Started with Reporting and Analytics 11

Practice 2-2: Navigating the Home Tab

Overview
In this practice, you use the various links and drop-down menus to explore OTBI and tools
available on the Home page.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Examine the Home tab, which is typically the first point of contact that the OTBI solution
presents to authors after they have completed the sign-on process.
a. Observe that it is divided into several main areas. On the left-hand side are found the
Create, Browse/Manage and Get Started sections. It is necessary to scroll down to
see all three of these sections. The sections on the left-hand side of the page take
authors further into different areas of the application. The Create and Browse/Manage
sections are used throughout this course.
b. Use the right-hand vertical scrollbar to scroll down and view all three of these sections
on the Home page.
c. Take a moment to explore items in the Browse/Manage and Get Started sections by
clicking the links or drop-down menus, clicking the Home link or closing the browser
window to return to the Home page. For many new OTBI authors, knowing how to get
started is practical and understanding what support is available is essential. The Get

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12 Practices for Lesson 2: Getting Started with Reporting and Analytics

 Started section provides a number of links that can give authors guidance and
technical assistance.
d. In the center of the application are the Recent and Most Popular sections. Both of
these sections contain existing content that can be opened for review, can be edited or
even managed further. These two sections are efficient and time-saving access points.
e. In the upper right-hand corner are two toolbars. The top toolbar contains search fields
for locating existing, author-created objects, the Advanced search link, the
Administration link, the Help drop-down menu and the Sign Out link. Below that is
another toolbar containing links or drop-down menus for navigation: Home, Catalog,
Favorites, Dashboards, New, Open, and Signed In As (User ID). Many of these
items are used throughout this course.
f. Click on the various links and drop-down menus appearing in these toolbars to get a
better sense of the content and items they house. Once you have finished viewing,
simply click the Home link to return to the Home page if you leave it or click away from
any drop-down menu to close it.
3. Practice further navigation from the Home tab.
a. Locate the Catalog link near the center top of the page.
b. Click the Catalog link.
c. Here on the Catalog page, it is possible to create, search for, open, manage, and
delete folders as well as folder content. A later lesson covers this page in more detail.
4. Return to the Home tab.
a. Locate the Home link.
b. Click the Home link.
5. Examine the New drop-down menu.
a. Locate the New dropdown button, to the right of the Home and Catalog links.
b. Click the New dropdown button to activate the menu.
c. From this menu, it is possible to launch the process for creating a large number of
objects and OTBI objects, such as analyses and agents.
d. Click away from the menu to close it.
6. Conduct an object search. While on the Home page, search for any analyses that contain
"Report" in their titles. The power of the Home page is visible in the number of features
and functions that can be used right on it. The Search function in the upper right-hand
corner is one of the features that OTBI authors often use.
a. Locate the Search dropdown button.
b. Click the Search dropdown button to activate the menu.
c. Click the Analysis list item.
d. In the Name field, enter report.
e. Click the Search button.
Note: It may take a few minutes for the results to appear for this search.

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Practices for Lesson 2: Getting Started with Reporting and Analytics 13

 f. Scroll through the list of search results appearing on the Catalog page. Observe that
the word “report” can appear in the title, the description or in both.
7. Return to the Home page.
a. Click the Home link.

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14 Practices for Lesson 2: Getting Started with Reporting and Analytics

Practice 2-3: Setting Preferences

Overview
In this practice, you select the options to personalize the OTBI tool to fit your circumstances.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home tab appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. The My Account dialogue box houses the user-defined preferences. Use it as a starting
point for the configuration of your preferences.
a. In the upper-right hand corner of the Home tab, locate the Signed in As (Brian
Joseph) dropdown button to activate the menu.
b. Click the Signed in As (Brian Joseph) dropdown button to activate the menu.
c. Click the My Account list item.
3. Configure some of the options so that they are specific to this account, now that the My
Account dialogue box displays.
a. Observe that the Preferences tab displays by default on this dialogue box.
b. Ensure that the option displaying in the Starting Page drop-down menu is Home
Page. Change it to the Home Page option if it is not already selected by clicking this
drop-down menu and then selecting it.
c. Examine the other options for configuring preferences set by default on this tab.

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Practices for Lesson 2: Getting Started with Reporting and Analytics 15

4. View the BI Publisher Preferences tab. It has two options related to the language of the
locale and the time zone. These determine and affect the time stamps that arise when
publishing objects.
a. Click the link for the BI Publisher Preferences tab.
b. Change the options in the Report Locale and Report Time Zone dropdown menus to
fit the context of your particular locale and time zone, if need be.
5. Examine the Mobile Preferences tab, which displays one item for configuring which
element appears at the start of any new mobile session.
a. Click the link for the Mobile Preferences tab.
b. In the Starting Page drop-down menu, ensure that the Default option displays – if not,
select it.
6. Look at the Delivery Options tab, where users can specify how objects are transmitted, via
the Devices and Delivery Profiles sections.
a. Click the link for the Delivery Options tab.
b. The System Email and System Profile options are selected by default, each in its
own section, and are acceptable within the framework of this course but notice that
other devices and profiles can be added, set up, modified, or even deleted, as needed.
7. Examine the Roles and Catalog Groups tab, which provides an informational overview of
the roles and groups that the user belongs to.
a. Click the link for the Roles and Catalog Groups tab.
b. Review the items available for you. Use the scrollbar to view them from top to bottom.
c. If the permissions and groups should change, then this list repopulates accordingly.
8. Save your configured preferences.
a. Click the OK button.

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16 Practices for Lesson 2: Getting Started with Reporting and Analytics

Practice 2-4: Running Standard Analyses

Overview
In this practice, you follow the procedure for locating and then running standard analyses.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Search for the desired analysis, titled Absence Details, via a wildcard search on the Home
tab. One way to access the desired standard analysis is to navigate within the folder tree
structure in the Folders pane on the Catalog page.
a. Locate the Search area in the upper toolbar at the top of the screen.
b. Click the Search dropdown button to activate the menu. Note that an analysis in OTBI
is similar to a basic report with columns and rows.
c. Click the Analysis list item, if it is not already selected.
d. In the Name field, enter Details*.
e. Click the Search button.
f. A number of search results return on the Catalog tab.
Note: Understand that it may take a few moments for the search results to appear.

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Practices for Lesson 2: Getting Started with Reporting and Analytics 17

3. Locate, open, and view the standard analysis named Absence Details.
a. Once the Absence Details analysis has appeared then, under the name of the
analysis (the item with the speedometer icon), locate the Open link.
Note: If, for some reason, the analysis does not appear, try searching with Absence* or
Absence Details as the search keywords. If it still does not appear in the search, know that
you can always navigate to it. The report is located here: /shared/Human Capital
Management/Workforce Management/Transactional Analysis Samples/Report Components
b. Click Open. Again it may take the system a moment before the Absence Details
analysis displays.
c. Next, explore the data appearing in it. Use the Absence Details drop-down menu to
change the information displayed in the table.
d. Click any of the (name) hyperlinks appearing in the table to observe the results.
Observe that additional columns appear.
e. Continue clicking hyperlinks to explore the data in the analysis.
4. View the options for exporting this analysis.
a. Note the hyperlinks under the table and read the tooltip for each by placing the cursor
on each.
b. Click Export.
c. Explore the various export options on the menu that displays.
d. To close the menu, click anywhere away from it or press the [Esc] key.
5. Close this analysis and return to the Home tab.
a. Click the Home link.

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18 Practices for Lesson 2: Getting Started with Reporting and Analytics

Practices for Lesson 3:
Scoping Analyses
Practices for Lesson 3

There are no practices for this lesson.

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20 Practices for Lesson 3: Scoping Analyses

Practices for Lesson 4:
Examining Subject Areas
Practices for Lesson 4

There are no practices for this lesson.

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22 Practices for Lesson 4: Examining Subject Areas

Practices for Lesson 5:
Constructing Custom
Analyses
Practices for Lesson 5: Overview

Overview
In these practices, you create, modify, and save basic custom analyses.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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24 Practices for Lesson 5: Constructing Custom Analyses

Practice 5-1: Creating Basic Custom Analyses

Overview
In this practice, you create, run, and view a basic custom report.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. On the Home tab, launch the procedure for creating analyses.
a. Locate the Create section of the upper left corner.
b. Under the Analysis and Interactive Reporting heading, locate Analysis.
c. Click Analysis. The Select Subject Area dialogue box opens.
3. Examine the Subject Areas dialogue box.
a. Use the vertical scrollbar on the right-hand side to scroll through the list of available
subject areas.
Note: Each of the subject areas has a unique description.
b. By scrolling through the list, locate the Workforce Management – Worker
Assignment Real Time subject area.
c. Select the Workforce Management – Worker Assignment Real Time subject area. T
4. Examine the Analysis Editor.
a. Notice that it opens on the Criteria tab by default.

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Practices for Lesson 5: Constructing Custom Analyses 25

 b. Observe that Untitled displays in the upper left corner. After any analysis is saved, the
new title replaces this.
c. Note the four principal areas: the Subject Areas section, where the columns are
housed, the Selected Columns area, where columns are placed and modified, the
Filters area, where conditions are built, and the Catalog section, where objects may
be located and added to the analysis. The Subject Areas and Selected Columns
sections are used in this lesson and the other two sections are covered in later
lessons.
5. Build a simple analysis.
a. In the Subject Areas section, scroll down to locate the Worker folder.
Note: The folders are listed alphabetically.
b. Expand the Worker folder.
c. Scroll to locate the Manager Name column.
d. Double-click the Manager Name column so that it appears in the Selected Columns
section.
e. Next, scroll up to locate the Location folder.
f. Expand the Location folder.
g. Scroll to locate the Location Name column.
h. Drag and drop the Location Name column into the Selected Column section.
i. Scroll down to locate the Organization folder.
j. Expand the Organization folder.
k. Scroll to locate the Organization Name column.
l. Move (either by double-clicking or drag-and-drop) the Organization Name column into
the Selected Column section.
m. Scroll down to locate the Worker Assignment folder.
n. Expand the Worker Assignment folder.
o. Move the Assignment Count and Head Count columns into the Selected Column
section.
6. Remove a column. There are currently five columns in the Selected Columns section,
including the Assignment Count column.
a. In the Selected Columns section, locate the Assignment Count column.
b. Click More Actions (the cog icon) on the Assignment Count column to activate the
drop-down menu.
c. Select Delete. Only four columns now remain in the Selected Columns section.
7. Modify a column.
a. Click More Actions on the Head Count column to activate the drop-down menu.
b. Select Sort > Sort Descending.
Note: An image of a blue arrow pointing down atop a yellow rectangle now appears to the
left of the column name.

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26 Practices for Lesson 5: Constructing Custom Analyses

8. Retrieve and examine the analysis results.
a. Above the Subject Areas section, locate the link for the Results tab.
b. Click the link for the Results tab.
c. Review the data returned. Use the navigation tools, such as the arrows at the bottom of
the table or the vertical scrollbar on the right-hand side, to move up and down within
the results, if need be.
d. Observe that the results are sorted by descending order of the Head Count column.
Note: There are likely many managers without a value in the Head Count column.
9. Move one column.
a. Place the cursor just above the Organization Name column heading until the compass
arrows appear.
b. Click to be able to drag the Organization Name column.
c. Drop the Organization Name column to the left of the Location Name column. The
vertical blue line indicates correct positioning when dragging and dropping.
d. Reexamine the data after the column repositioning.
10. Save the analysis in question.
a. Locate the Save Analysis button in the upper right corner.
b. Click Save Analysis.
c. In the Folders section of the Save As dialogue box, navigate to and select the Shared
Folders/Custom/HCM sub-folder.
d. In the Name field, give the analysis a name of [student identifier]_Manager
Head Count with Full-Time Equivalent.
e. Click OK.
Note: Observe that the name of the newly saved analysis now appears above the Criteria
and Results tabs and in the Title container of the compound layout section of the analysis.

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Practices for Lesson 5: Constructing Custom Analyses 27

Practice 5-2: Modifying Basic Custom Analyses

Overview
In this practice, you follow the methods for editing and saving basic custom analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
m. Locate [student identifier]_Manager Head Count with Full-Time Equivalent.
n. Below the analysis title, click the Edit link.
2. Edit the analysis. This analysis is to include data on full-time equivalents but there is no
information about full-time equivalents right now. There has to be at least one column to
justify the name.
a. Return to the Criteria tab by clicking it.
b. In the Subject Areas section, locate the Worker Assignment folder.
c. Expand the Worker Assignment folder, if need be.
d. Move the Full-Time Equivalent column into the Selected Column section.
Note: The newly added column appears to the right of all other columns.
3. View the data with the newly added column.
a. Click the link for the Results tab.

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28 Practices for Lesson 5: Constructing Custom Analyses

 b. Use the navigation arrows or the scrollbar to move up and down within the results, if
need be.
4. Preview the analysis results in anticipation of displaying them on a dashboard.
a. Above the Compound Layout heading, locate the Show how results will look on a
Dasbhoard menu.
b. Click the Show how results will look on a Dasbhoard menu to preview the analysis.
c. Choose the FusionFX layout option.
d. Examine the results in the dialogue box that opens, using the navigation tools as
necessary.
e. Click on the name of a manager with more than one direct report.
Note that the preview dialogue box now shows a much smaller table with information
for just that manager and the names of the direct reports. Note also that you cannot
now go back to the original.
f. Close the preview by clicking the X button in the upper right corner.
g. To understand the preview options better, preview the analysis again. Select a different
layout option from the Show how results will look on a Dasbhoard menu. Close the
window after reviewing it.
5. Save the analysis again.
a. Locate the Save Analysis button in the upper right corner.
b. Click Save Analysis.
6. Return to the Home page to review the newly saved analysis there.
a. Click Home.
Note: It is possible to access the newly saved analysis via several methods. It appears
under the Recent heading on the right side and as an option in the Open menu on the
toolbar in the upper right corner.
b. Locate the Open link underneath the Manager Head Count with Full-Time
Equivalent_(your initials) analysis title.
c. Click the Open link.
d. Observe that it appears now as it would on a dashboard.
e. Click Home again.
f. Locate the More menu under the analysis title.
g. Click the More menu and notice that it is possible to take numerous types of actions on
the analysis.
h. Click outside the menu to close it.
i. Click Catalog and observe that this reveals by default, the folder where the last object
was saved. In this case, it is the Shared Folders/Custom/HCM folder, which should
be visible and display any accessible analyses, including the [student
identifier]_Manager Head Count with Full-Time Equivalent analysis.
j. Click Home.

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Practices for Lesson 5: Constructing Custom Analyses 29

 Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

30 Practices for Lesson 5: Constructing Custom Analyses

Practices for Lesson 6: Using
Filters
Practices for Lesson 6: Overview

Overview
In these practices, you work with a variety of filtering techniques to remove unnecessary data
from analyses.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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32 Practices for Lesson 6: Using Filters

Practice 6-1: Modifying Analysis Results with Filters

Overview
In this practice, you add several filters to pare down data appearing in the analysis created in
the previous lesson.

Assumptions
 Time: 15 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home page opens.
2. Work with the analysis created in the last lesson to demonstrate filters.
a. On the Home page, locate the [student identifier]_Manager Head Count with Full-
Time Equivalent analysis so it can be modified.
b. Underneath the analysis title, locate Edit.
c. Click Edit.
d. Click the link for the Criteria tab.
3. Create the first filter.
a. In the Selected Columns section, locate the Manager Name column.
b. On the Manager Name column, click the More Actions menu.
c. Select Filter.
d. On the New Filter dialogue box, locate the Operator menu.
e. Click the Operator menu.

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Practices for Lesson 6: Using Filters 33

 f. Review the options available.
g. Select the Is not null option.
h. Click OK.
i. Observe that the Filters section now displays the newly created filter with both the
column name and the type of operator.
4. Create the second filter.
a. In the Filters section, locate Create a filter for the current Subject Area (the funnel
icon) on the top right side of the section.
b. Click the Create a filter for the current Subject Area icon.
c. Observe that, in the list that appears, the names of the five columns for the analysis
display.
d. Select the Head Count option.
e. On the New Filter dialogue box, click the Operator menu.
f. Select the is greater than or equal to option.
g. Locate the Value menu.
h. In the Value field, type 5.
i. Click OK.
5. Create the third filter.
a. In the Filters section, again click Create a filter for the current Subject Area.
b. Select Full-Time Equivalent.
c. On the New Filter dialogue box, click the Operator menu and select is greater than
or equal to.
d. In the Value field, type 5.
e. Click OK.
6. Modify the And/Or filter function for the filters with numeric values.
a. Review the three newly created filters in the Filters section and observe that there are
now two instances of AND to the left of the filters.
b. Click the AND function (the lower instance of AND) once between the Head Count
and Full-Time Equivalent filters so that it then displays OR.
Note: This action indents these two filters to show the new relation between them.
7. Retrieve and examine the analysis results.
a. Click Results.
b. Use the navigation arrows or the scrollbar to move up and down within the results, if
need be.
c. Examine to what extent the filters have had an effect on the original volume of data,
which should now be significantly less.
8. Save the analysis in question and exit it.
a. Locate the Save As button in the upper right corner.
b. Click Save As.

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34 Practices for Lesson 6: Using Filters

 c. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
d. In the Name field, give the analysis a name of [student identifier]_Manager
Head Count with Full-Time Equivalent - Filtered.
e. Click OK.
f. Click Home.
g. Note the newly saved analysis as the leftmost document in the Recent section and as
the first file in the Open drop-down menu.
Note: Hold the cursor over the name of the analysis to see the entire title in a tooltip.

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Practices for Lesson 6: Using Filters 35

Practice 6-2: Creating Shared Filters

Overview
In this practice, you use the procedure for creating shared filters in preparation of then adding
them to analyses.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Launch the process for creating shared filters.
a. In the upper left corner, locate the More drop-down menu under the Analysis and
Interactive Reporting heading.
b. Select the Filter option.
c. On the Select Subject Area dialogue box, scroll to select the Workforce
Management – Worker Assignment Real Time subject area.
Note: A shared filter must describe the same subject area as any analyses that it may
modify.
3. Build the shared filter.
a. In the Subject Areas section, locate the Location folder.
b. Expand the Location folder.
c. Locate the Country column.

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36 Practices for Lesson 6: Using Filters

 d. Double-click Country.
e. On the New Filter dialogue box, click the Value menu.
f. Scroll down the list to select Denmark, Finland, Iceland, Norway and Sweden.
g. Click OK.
Note: The newly created filter appears in the Saved Filter section.
4. Save the shared filter and exit.
a. Click Save.
b. Save the filter in the Shared Folders/Custom/HCM folder with the name [student
identifier]_Country – Nordic.
Note: If necessary, in the Save As dialog box, click the Show Filter Tree option to assist
with navigation.
c. Click OK.
d. On the Confirm Save Location dialogue box, select the Selected folder radio button.
e. Click OK on the Confirm Save Location dialogue box.
f. Click Home.

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Practices for Lesson 6: Using Filters 37

Practice 6-3: Modifying Analysis Results with Shared Filters

Overview
In this practice, you use independent filters to trim down analysis data.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home page opens.
2. Open up the targeted analysis in Edit mode.
a. Locate the [student identifier]_Manager Head Count with Full-Time Equivalent -
Filtered analysis so it can be modified.
b. Underneath the analysis title, click Edit.
c. Click Criteria.
3. Add the shared filter.
a. Expand Shared Folders in the Catalog section found in the lower left corner.
b. Expand the Shared Folders/Custom/HCM folder.
c. Navigate to the [student identifier]_Country – Nordic filter.
Note: The filter is located in several sub-folders that need to be expanded.
d. Double-click the [student identifier]_Country – Nordic filter.
e. On the Apply Saved Filter dialogue box, click OK.

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38 Practices for Lesson 6: Using Filters

4. Retrieve and examine the analysis results.
a. Click Results.
b. Review the results.
Note: The solution displays data only for the Nordic countries selected in the shared filter.
The amount of data is now quite small and specific with four distinct filters in place.
5. Add another column directly to the analysis.
a. In the Subject Areas section, locate the Location folder.
b. Expand the Location folder.
c. Locate the Country column.
d. Next, drag and drop the Country column to the far left-hand side of the analysis so that
it becomes the first column and to the left of the Manager Name column.
Note: The blue line appears to show the correct location for the column drop.
e. If necessary, click the Sort Ascending (visible when you hold the cursor over the
Country column heading) upward-pointing arrow so that the data in the table is
alphabetized by country, with Denmark at the top.
f. Review the results.
g. Click Criteria and observe that the Country column also appears now in the Selected
Columns section but on the far right-hand side.
6. Save the analysis in question and exit it.
a. Click Save As.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Manager
Head Count with Full-Time Equivalent – Filtered Nordic.
d. Click OK.
e. Click Home.

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Practices for Lesson 6: Using Filters 39

Practice 6-4: Modifying Analysis Results with Saved Analyses as
Filters

Overview
In this practice, you follow the method for using filtered data from existing analyses as filters in
other analyses.

Assumptions
 Time: 15 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Launch the procedure for creating analyses on the Home tab.
a. Locate the New menu on the toolbar in the upper right corner.
b. Click New.
c. Select Analysis.
d. Select the Workforce Management – Worker Assignment Real Time subject area.
Note: The filtering analysis must describe the same subject area as any analyses that it
may modify.
3. Build the filtering analysis.
a. In the Subject Areas section, locate the Location folder.
b. Expand the Location folder.
c. Scroll to locate Country.

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40 Practices for Lesson 6: Using Filters

 d. Move the Country column into the Selected Column section.
e. Locate the Worker Assignment folder.
f. Expand the Worker Assignment folder.
g. Move the Assignment Count column into the Selected Column section.
4. Add a filter.
a. Click the More Actions menu on the Country column.
b. Select Filter.
c. On the New Filter dialogue box, click the Value menu.
d. Scroll to locate United States.
e. Select United States.
f. Click OK.
5. Retrieve and examine the analysis results.
a. Click Results.
b. Review the results.
Note: There should only be one row.
6. Save the analysis in question and exit it.
a. Click Save.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_United
States: Assignment Count.
d. Click OK.
e. Click Home.
7. Use the [student identifier]_United States: Assignment Count analysis to modify the
data appearing in the [student identifier]_Manager Head Count with Full-Time
Equivalent analysis.
a. On the Home tab, locate the [student identifier]_Manager Head Count with Full-
Time Equivalent.
b. Click Edit.
c. Click Criteria.
d. In the Subject Areas section, locate the Location folder.
e. Expand the Location folder.
f. Locate the Country column.
g. Move the Country column into the Selected Column section.
8. Create a filter using another analysis.
a. Click the More Actions menu on the Country column.
Note: Ensure that you are working with the Country column and not the Location Name
column.
b. Select Filter.

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Practices for Lesson 6: Using Filters 41

 c. On the New Filter dialogue box, click the Operator menu.
d. Scroll down to the bottom of the list and select is based on results of another
analysis.
e. Locate the Saved Analysis field.
f. Next to the Saved Analysis field, click the Browse button.
g. On the Open dialogue box, use the Folders section to navigate to and select the
Shared Folders/Custom/HCM folder.
h. Locate and select the [student identifier]_United States: Assignment Count
analysis.
Note: You may need to scroll to the right to find the analysis.
i. Click OK.
j. Examine and accept the default values present in the Relationship and Use values in
Column menus.
k. Click OK.
9. Retrieve, examine and modify the analysis results.
a. Click Results.
b. Review the results. Only data relevant to the United States should remain.
10. Save the analysis in question and exit it.
a. Click Save As in the upper right corner.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Manager
Head Count with Full-Time Equivalent – Filtered USA.
d. Click OK.
e. Click Home.

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42 Practices for Lesson 6: Using Filters

Practices for Lesson 7:
Adding Selection Steps
Practices for Lesson 7: Overview

Overview
In these practices, you use two methods involving selection steps to modify data appearing in
analysis results.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other later
practices.

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44 Practices for Lesson 7: Adding Selection Steps

Practice 7-1: Modifying Analysis Results with Selection Steps

Overview
In this practice, you follow the method for modifying analysis results with selection steps.

Assumptions
 Time: 15 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Use selection steps to introduce further conditions that eliminate data by first building a new
analysis. On the Home tab, launch the procedure for creating analyses.
a. Click the New drop-down menu.
b. Select Analysis.
c. Select the Compensation - Salary History Details Real Time subject area.
3. Build the analysis.
a. In the Subject Areas section, locate and expand the Organization folder.
b. Locate and move the Organization Name column into the Selected Column section.
c. Locate and expand the Worker folder.
d. From the folder, move the Person Number, Name, System Person Type, and
Assignment Status columns into the Selected Column section, in that order.
e. Locate and expand the Salary Details folder.
f. Move the Ledger Currency column into the Selected Column section.

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Practices for Lesson 7: Adding Selection Steps 45

 g. Locate and expand the Salary History folder.
h. Move the Annualized Full-Time Salary and Days Since Last Salary Change
columns into the Selected Column section.
4. Create three filters.
a. Locate the Organization Name column.
b. Click the More Actions menu on the Organization Name column.
c. Select Filter.
d. On the New Filter dialogue box, click the Operator menu.
e. Select is not null.
f. Click OK.
g. Locate the Name column.
h. Click the More Actions menu on the Name column.
i. Select Filter.
j. On the New Filter dialogue box, click the Operator menu.
k. Select is not null.
l. Click OK.
m. Locate the Assignment Status column.
n. Click the More Actions menu on the Assignment Status column.
o. Select Filter.
p. On the New Filter dialogue box, click the Operator menu.
q. Select is not null.
r. Click OK.
5. Retrieve and examine the analysis results.
a. Click Results.
b. Review the results.
6. Save the analysis.
a. Click Save Analysis.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student
identifier]_Annualized Full-Time Salary Details.
d. Click OK.
7. Add selection steps.
a. Locate and expand the Selection Steps section at the bottom of the compound layout.
b. If need be, enlarge the Selection Steps section by dragging the section heading
upward and dropping it at the desired position. This action provides more space.
c. Locate the Worker – Assignment Status section.
d. Click the Then, New Step link.

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46 Practices for Lesson 7: Adding Selection Steps

 e. On the menu that appears, click Select Members.
f. On the New Member Step – Worker.Assignment Status dialogue box, locate the
Action menu.
g. Click the Action menu.
h. Select Keep Only.
i. Locate the Available - Worker.Assignment Status field.
j. Examine the members found in the field.
k. Press and hold the CTRL key to be able to select the Inactive-No Payroll, Inactive-
Payroll Eligible, Inactive – Unpaid LOA, Suspended-No Payroll, and Suspended-
Payroll Eligible members.
l. Locate the Move button.
m. With these members still highlighted, click the Move button to transfer them into the
Selected field.
Note: In the Available - Worker.Assignment Status field, the selected members now
have a checkmark to the left of their names.
n. Click OK.
o. Collapse the Selection Steps section.
8. Examine the analysis results.
a. Use the navigation tools to review the remaining data in the analysis.
b. Collapse the Selection Steps section to allow for more space to view the analysis.
Note: The filters have eliminated any null values for the Organization Name, Name and
Assignment Status columns from the analysis. The selection steps have removed all but
those individuals with an inactive or suspended code attached to their assignment status.
The combination of filters and selection steps have transformed the appearance of the data
from the original analysis considerably.
9. Save the analysis in question and exit it.
a. Click Save As.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student
identifier]_Annualized Full-Time Salary Details –
Inactive/Suspended.
d. Click OK.
e. Click Home.

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Practices for Lesson 7: Adding Selection Steps 47

Practice 7-2: Modifying Analysis Results Using Selection Steps Based
on Conditions

Overview
In this practice, you use the process for introducing selection steps based on conditions into
analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Work with the analysis created in the last practice to demonstrate filters.
a. On the Home tab, locate the [student identifier]_Annualized Full-Time Salary
Details analysis so it can be modified.
b. Underneath the analysis title, click Edit.
3. Add selection steps with conditions.
a. Expand the Selection Steps section at the bottom of the compound layout.
b. If need be, enlarge the Selection Steps section by dragging the section heading
upward and dropping it at the desired position. This action provides more space.
c. Locate the Worker – Assignment Status section.
d. Click Then, New Step.
e. Click Apply a Condition.

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48 Practices for Lesson 7: Adding Selection Steps

 f. On the New Condition Step-Worker dialogue box, click the Condition Type menu.
g. Review the options available
h. Select the Bottom 5% based on X option.
i. Locate the Action menu.
j. Click the Action menu.
k. Select Remove.
l. Locate the Rank field.
m. Enter 75.
n. To the right of the Rank field, select the % checkbox.
o. Locate the Measure menu.
p. Click the Measure menu.
q. Ensure that the “Salary History”.”Annualized Full-Time Salary” is selected. It may
be necessary to use the scrollbars to do so.
r. Click OK.
s. Collapse the Selection Steps section.
4. Examine the analysis results.
a. Use the scrollbars to view all of the data. Note that the selection steps based on
conditions have removed all pertinent data related to the bottom 75% of annualized
full-time salaries. The only results that remain are related to the top 25% of annualized
full-time salaries.
5. Save the analysis in question and exit it.
a. Click Save As.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student
identifier]_Annualized Full-Time Salary Details – Top 25%.
d. Click OK.
e. Click Home.

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Practices for Lesson 7: Adding Selection Steps 49

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50 Practices for Lesson 7: Adding Selection Steps

Practices for Lesson 8:
Organizing Data within
Analyses
Practices for Lesson 8: Overview

Overview
In these practices, you use tools to reorganize and emphasize certain types of data to enhance
the presentation of the analysis.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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52 Practices for Lesson 8: Organizing Data within Analyses

Practice 8-1: Building Sections and Table Prompts

Overview
In this practice, you use the tools for adding sections and prompts to analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Work with an analysis created in a previous lesson.
a. On the Home tab, locate the [student identifier]_Annualized Full-Time Salary
Details analysis so it can be modified.
b. Underneath the analysis title, click Edit.
3. Add the sections and table prompts.
a. Click Results.
b. Review the table.
c. Locate the Edit View (the pencil icon) button in the upper right-hand corner of the
Table container to access the Layout section.
d. Click the Edit View button. The Layout section displays in the lower half of the
compound layout.
e. If need be, enlarge the Layout section by dragging the section heading upward to the
desired position.

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Practices for Lesson 8: Organizing Data within Analyses 53

 f. Scroll right to locate the System Person Type column in the Column and Measures
section
g. Place the cursor on the column title. The Compass arrow should appear.
h. Click the System Person Type column to be able to drag it and drop it in the Table
Prompts section.
Note: OTBI functions best when end users drag and drop within the same viewable area so
ensure that the Layout section is as large as possible to avoid any issues with drag-and-
drop functionality.
i. Scroll right to locate the Assignment Status column in the Column and Measures
section.
j. Place the cursor on the column title. The Compass arrow should appear.
k. Click the Assignment Status column and drag it to the Sections section.
l. In the upper right corner of the Layout section, locate the Done button.
m. Click Done.
4. Examine the analysis results.
a. Note the menu for the System Person Type column and how the data set is divided
up into sections by the Assignment Status column. Scroll up and down to review all of
the data.
b. Click the Assignment Status menu and select Inactive – Unpaid LOA.
c. Examine the refreshed results. Observe how the Assignment Status column again
breaks the data appearing under the newly selected business unit into sections.
d. Change the options in the menus several more times.
5. Save and exit the analysis.
a. Click Save As.
The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
b. In the Name field, give the analysis a name of [student
identifier]_Annualized Full-Time Salary Details – Table Prompts
and Sections.
c. Click OK.
d. Click Home.

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54 Practices for Lesson 8: Organizing Data within Analyses

Practice 8-2: Building Groups

Overview
In this practice, you leverage selection steps to build groups into analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Create a built-in group that organizes displayed data by first building a new analysis. On the
Home tab, launch the procedure for creating analyses.
a. Click the New menu at the top right of the Home page.
b. Select Analysis.
c. Select the Benefits – Potential Life Events Real Time subject area.
3. Build the analysis.
a. Locate the Time folder.
b. Expand the Time folder.
c. Locate the Date -Year hierarchy column at the bottom of the list.
Note: The icon for a hierarchy column is different – it appears as a blue three-level
expansion tree. Additionally, the presence of a hierarchy column creates a pivot table.
d. Move the Date -Year hierarchy column into the Selected Columns section.
e. Locate the Potential Life Event Reason for Person folder.

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Practices for Lesson 8: Organizing Data within Analyses 55

 f. Expand the Potential Life Event Reason for Person folder.
g. Locate the Totals by Life Event Status column.
h. Move the Totals by Life Event Status column into the Selected Columns section.
4. Retrieve and examine the analysis results.
a. Click Results.
b. Review the results.
c. Since this is a pivot table, observe that a total appears automatically. Expand the table
by clicking the arrow in the Total cell. Note that a list of years now appears.
d. Expand any one of the years by clicking the arrow next to it. Note that a list of quarters
for that year now displays.
e. Expand any one of the quarters by clicking the arrow next to it.
f. Expand further into the table to drill down completely.
5. Create a group.
Although the process for building in groups can be launched with the New Group button on
the toolbar above the compound layout, create a group using the Selection Steps section.
a. Click the Selection Steps arrow at the bottom of the compound layout. If need be,
enlarge the Selection Steps section by dragging the section heading upward and
dropping it at the desired position. This action provides more space.
b. Locate the Time – Date – Year heading.
c. Click the Then, New Step link.
d. On the menu that displays, click Add Groups or Calculated Items and then New
Group.
e. At the top of the New Group dialogue box, locate the Display Label field.
f. In the Display Label field, type Total for Current and Previous 4 Years.
g. Locate the Available Time.Date - Year field.
h. Expand Total in the Available - Time.Date - Year field.
i. Scroll down to the bottom of the list to be able to locate and click More.
Note: You must repeat this step multiple times to reach the current year, which is the goal.
j. Scroll down to the bottom of the list to locate the current year.
k. Press and hold the CTRL key to be able select the current year and the four years
previous to it. For example, if the year is 2021 then select 2021, 2020, 2019, 2018 and
2017 options.
l. With these members still highlighted, locate the Move button.
m. Click Move to transfer them into the Selected field. Notice that in the Available -
Time.Date - Year field, the selected members now have a checkmark to the left of their
names.
n. Click OK.
o. Collapse the Selection Steps section.

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56 Practices for Lesson 8: Organizing Data within Analyses

6. Examine the analysis results of the newly configured group.
a. Note that there is now a new row in the pivot table, titled Total for Current and
Previous 4 Years. Scroll down to see the new row, if need be.
b. Expand the Total for Current and Previous 4 Years section.
c. Expand one of the years and then its subsections to see even further detail.
7. Save the analysis.
a. Click Save Analysis.
The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
b. In the Name field, give the analysis a name of [student identifier]_Benefits:
Annual Totals By Life Event Status.
c. Click OK.

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Practices for Lesson 8: Organizing Data within Analyses 57

Practice 8-3: Building Calculated Items

Overview
In this practice, you build groups into analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
m. Locate [student identifier]_Benefits: Annual Totals By Life Event Status.
n. Click the Edit link.
2. Create a new calculated item.
a. Use the [student identifier]_Benefits: Annual Totals By Life Event Status analysis
that you have just created in the previous practice.
b. Locate the New Calculated Item button situated near the center of the toolbar above
the compound layout.
c. Click the New Calculated Item button.
Note: There is also a button called the New Calculated Measure button, but it is the New
Calculated Item button that is necessary.
d. Locate the Display Label field at the top of the New Calculated Item dialogue box.
e. In the Display Label field, type Average for Current and Previous 4 Years.
f. Locate the Function menu.

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58 Practices for Lesson 8: Organizing Data within Analyses

 g. Click the Function menu and select Average.
h. In the Available Time.Date - Year field, expand Total, if need be.
i. Scroll down to the bottom of the list and click More.
Note: You need to repeat this step multiple times.
j. Scroll down to the bottom of the list to locate the current year.
k. Press and hold the CTRL key to be able select the current year and the four years
previous to it. For example, if the year is 2017 then select 2013, 2014, 2015, 2016 and
2017 options.
l. With these members still highlighted, locate Move.
m. Click Move to transfer them into the Selected field. Note that in the Available -
Time.Date - Year field, the selected members now have a checkmark to the left of their
names.
n. Click OK.
3. With the new calculated item configured, examine the analysis results.
a. Scroll down to the new row, if need be. Note that there is now a new row in the pivot
table, titled Average for Current and Previous 4 Years.
4. Save the analysis in question and exit it.
a. Click Save.
b. Click Home.

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Practices for Lesson 8: Organizing Data within Analyses 59

 Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

60 Practices for Lesson 8: Organizing Data within Analyses

Practices for Lesson 9:
Organizing Analyses
Practices for Lesson 9: Overview

Overview
In these practices, you work within the BI Catalog to familiarize yourself better with the tools,
options and functions available.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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62 Practices for Lesson 9: Organizing Analyses

Practice 9-1: Examining the BI Catalog

Overview
In this practice, you explore the BI Catalog as well as the tools, resources and available
functions housed there.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Access the BI Catalog tab to be able to explore it.
a. Click Catalog.
b. Locate the Catalog toolbar.
c. Place the cursor over each of the various toolbar buttons to read the tooltips.
d. The Shared Folders/Custom/HCM folder should display by default. On the toolbar,
locate the Location field and verify that it is the folder displayed.
e. Above the list of OTBI objects locate the Type menu.
f. Click the Type menu.
g. Select Filter. The details of the folder refresh to show only filters or sub-folders
containing filters.
h. Click the Type menu again.
i. Select All.

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Practices for Lesson 9: Organizing Analyses 63

 j. Next to the Type menu, locate the Sort menu.
k. Click the Sort menu.
l. Select Name Z-A.
m. Click the Sort menu again.
n. Select the Last Modified Descending.
o. Above the Type menu, locate the Change list view type menu.
p. Click the Change list view type menu.
q. Select List. Only the object titles and the Object Type icons now display.
r. Click the Change list view type menu again.
s. Select Descriptive.
t. In the list of OTBI objects, locate one of yours.
u. Click your OTBI object to select it. It now is highlighted in blue.
3. Preview an OTBI object.
a. Locate the Preview: (object name) option below the list.
b. Expand the Preview: (object name) option.
c. Scroll up and down through the preview, if need be.
d. In the upper-right hand corner, locate the Catalog Page Help button (a circle-shaped
button containing a question mark).
4. Review help topics.
a. Click the Catalog Page Help button.
b. Once the Catalog Page dialogue box has opened, scroll down and browse the help
topics.
c. Close the Catalog Page dialogue box.

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64 Practices for Lesson 9: Organizing Analyses

Practice 9-2: Conducting Searches within the BI Catalog

Overview
In this practice, you will follow the process for conducting BI Catalog searches.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
2. Conduct a search within the BI Catalog.
a. Locate the Search button on the BI Catalog toolbar.
b. Click the Search button.
c. Locate the Search field.
d. In the Search field, type *.
e. Locate the Location Menu.
f. Click the Location menu.
g. Select All.
h. Locate the Type menu.
i. Click the Type menu.
j. Click the Type menu and select Analysis.
k. Click the Search button.
Note: The system may require some time to display all analyses.
l. Review the results.

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Practices for Lesson 9: Organizing Analyses 65

 m. In the list of OTBI analyses appearing in the search results, scroll through to locate any
one of yours. If you cannot find one, then use the options in the Sort dropdown menu
to help. If you still cannot find one, change the option in the Location dropdown menu
to Shared Folders and click Search.
n. Click the OTBI object that you have selected to highlight it in blue.

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66 Practices for Lesson 9: Organizing Analyses

Practice 9-3: Taking More Actions on Objects

Overview
In this practice, you will use the analysis that you located in the last practice and manage it.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
2. Take actions on your selected analysis using features available in the Tasks section and on
the More menu. Start by examining the Rename function.
a. Search for and select an analysis that you have created so that it is highlighted in blue.
b. Locate the Tasks section in the lower left-hand corner
c. Expand the Tasks section, if necessary.
d. Locate the Rename link.
e. Click the Rename link.
f. Examine the Rename dialogue box that opens.
g. Click Cancel.
3. Look next at analysis properties.
a. In the Tasks section, locate the Properties link.
b. Click the Properties link.
c. On the Properties dialogue box, locate the Description field.
d. Type a description in the Description field.

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Practices for Lesson 9: Organizing Analyses 67

 e. Review the content under the General, Access, Attributes, Custom Properties and
Ownership sections.
f. Locate the Set Ownership of this item link.
g. Click the Set Ownership of this item link to give yourself ownership.
h. Locate the Internal Properties button.
i. Click the Internal Properties button.
j. There should be no internal properties at this point. Click OK to close the Internal
Properties dialogue box.
k. Click OK to close the Properties dialogue box.
Note: The description now appears under the title of the analysis.
4. Examine permissions.
a. In the Tasks section, locate the Permissions link.
b. Click the Permissions link.
c. Examine the table, menus and buttons available on the Permissions dialogue box, but
do not make any changes.
d. Click Cancel to close the Permissions dialogue box.
5. Make this analysis a favorite.
a. Underneath the title of your analysis, locate the More menu.
b. Click the More menu associated with your analysis.
c. Locate the Add to Favorites option.
d. Select the Add to Favorites option.
Note: There is now a yellow star now appearing with the Object Type icon and in the
Tasks section there is a Remove from Favorites option.
e. Locate the Favorites menu in the toolbar, to the right of the Home and Catalog links.
f. Click the Favorites menu and observe that your analysis now appears in this list for
easy retrieval.
6. Archive this analysis.
a. Again, click the More menu under the title of your analysis.
b. Locate the Archive function.
c. Select the Archive function.
d. On the Archive dialogue box, click OK.
Note: Depending on your browser, computer configuration and operating system, there
should be a dialogue box or a series of prompts to save the OTBI object. Save it in a
location that is easy to locate and access.
e. In the dialogue box that opens, observe your analysis in CATALOG format.
f. Close the dialogue box.
g. Return to OTBI and click Home.
7. Unarchive and delete this analysis.
a. Click Catalog.

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68 Practices for Lesson 9: Organizing Analyses

 b. Locate the My Folders folder in the Folders section.
c. Click the My Folders folder.
d. Locate the Tasks section.
e. In the Tasks section, locate the Unarchive option.
f. Click the Unarchive option.
g. On the Unarchive dialogue box, click Browse.
h. Navigate to the download folder where the archive CATALOG file is located to be able
to select it.
i. Click Open.
Note: Depending on your browser, computer configuration and operating system, there
may be a dialogue box or a series of prompts to follow in order to open and unarchive the
OTBI object.
j. Click OK on the Unarchive dialogue box.
k. Examine the unarchived analysis.
l. Click the unarchived analysis so it is highlighted in blue.
m. In the Tasks section, locate the Delete option.
n. Click the Delete option.
o. Click OK on the Confirm Delete dialogue box.

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Practices for Lesson 9: Organizing Analyses 69

Practice 9-4: Creating Folders

Overview
In this practice, you will follow the process for creating new folders.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
2. Create a new folder.
a. In the Folders section, locate the Shared Folders/Custom/HCM folder.
b. Click the folder to select it.
c. Click New on the Catalog toolbar to the right of the User View menu.
d. Locate the Folder option.
e. Select the Folder option.
f. In the Name field on the New Folder dialogue box, type [student
identifier]_OTBI Folder.
g. Click OK.
h. If necessary, expand the folder to locate [student identifier]_OTBI Folder.
3. Create a duplicate of an analysis in the new folder.
a. Return to the Shared Folders/Custom/HCM folder.
b. In the folder, locate one of your analyses.
c. Click to select it and highlight it in blue.

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70 Practices for Lesson 9: Organizing Analyses

 d. Locate the Copy option either in the More menu or in the Tasks section.
e. Click the Copy option.
f. Locate and open [student identifier]_OTBI Folder.
g. In the Tasks section, locate the Paste option.
h. Click the Paste option.
Note: There is now a copy of the analysis in the new folder.
i. Select the newly pasted analysis so it is highlighted in blue.

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Practices for Lesson 9: Organizing Analyses 71

Practice 9-5: Exporting Analyses

Overview
In this practice, you will carry out several methods for exporting analyses from OTBI.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
2. Export the analysis as a PDF object.
a. The OTBI object selected in the last practice should still be highlighted. Select one of
your OTBI objects, if one is not. Select it to highlight it in blue, if it is not highlighted.
b. Click the More menu.
c. Locate the Export option.
d. Select the Export and then the PDF options.
Note: Depending on your browser, computer configuration, and operating system, there
should be a dialogue box or a series of prompts to access the analysis in this format –
follow the method for downloading and then accessing exported content on your computer.
e. Examine the analysis in PDF format. It may be necessary to change the zoom
percentage and to scroll up and down to see it in its entirety.
f. Observe that it is not editable in this format but it can now be printed and saved.
g. Close the PDF window.
h. Close any other dialogue boxes that may have opened.

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72 Practices for Lesson 9: Organizing Analyses

3. Export the analysis as an MS Excel object.
a. The OTBI object selected in the last practice should still be highlighted.
b. Click the More menu.
c. Locate the Export option.
d. Select the Export and then the Excel 2007+ options.
Note: Depending on your browser, computer configuration, and operating system, there
should be a dialogue box or a series of prompts to access the analysis in this format –
follow the method for downloading and then accessing exported content on your computer.
e. Examine the analysis in MS Excel format.
f. Notice that it is editable in this format and it can also now be printed and saved
externally.
g. Close the MS Excel program.
h. Close any other dialogue boxes that may have opened.
i. Click Home.

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Practices for Lesson 9: Organizing Analyses 73

 Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

74 Practices for Lesson 9: Organizing Analyses

Practices for Lesson 10:
Using Scheduling Agents
Practices for Lesson 10: Overview

Overview
In these practices, you search for agents, set agents up, create agents with conditions and
manage agent alerts.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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76 Practices for Lesson 10: Using Scheduling Agents

Practice 10-1: Searching for Agents

Overview
In this practice, you view any existing agents in the system.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
2. List all agents stored in the BI Catalog.
a. Click Catalog to access, if need be.
b. Locate the Search button on the toolbar.
c. Click the Search button.
d. In the Search field, type *.
e. Click the Location menu.
f. Select All.
g. Click the Type menu.
h. Select Agent.
i. Click the Search button to show the results.
3. Take a closer look at an agent.
a. Click any agent appearing in the search results so that it is highlighted in blue.
b. Click the Preview: (agent name) option at the bottom of the list of results.
c. Scroll through and examine the content related to this agent.

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Practices for Lesson 10: Using Scheduling Agents 77

 d. Next, click the More menu below the agent title.
e. Review the options available for it. Observe that the options here are different for an
agent than for an analysis.
4. Exit the Catalog tab.
a. Click Home.

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78 Practices for Lesson 10: Using Scheduling Agents

Practice 10-2: Building and Running Agents

Overview
In this practice, you work the Agent builder to familiarize yourself with the procedure for creating
agents.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Launch the process for scheduling agents.
a. Locate the New menu.
b. Click the New menu.
c. Locate the Agent option.
d. Select the Agent option.
3. Begin to build the new agent by starting on the General tab.
a. Locate the Overview section for the untitled agent.
b. Examine the fields in the Overview section. After the agent is established these fields
display new information.
c. Examine the options in the toolbar of the upper right-hand corner: Undo, Run, Save,
Save As, Delete and Agent Help.
d. Observe that the General tab is open by default.

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Practices for Lesson 10: Using Scheduling Agents 79

 e. On the General tab, review the options in two radio button groups: Priority and Run
As. Leave the default options selected for them.
4. Set up a schedule for the agent.
a. Locate the link for the Schedule tab.
b. Click the link for the Schedule tab.
c. On the Schedule tab, review the options for setting up a time for running the agent.
d. Click the Frequency menu.
e. Select Weekly.
f. In the On section, locate the Friday option.
g. Select the Friday option.
h. Change the time in the Start field, if desired.
5. Configure delivery details.
a. Locate the link for the Delivery Content tab.
b. Click the link for the Delivery Content tab.
c. Locate the Subject field.
d. In the Subject field, type Weekly Analysis for Your Review.
e. Locate the Content menu. The default selection of Analysis in this menu is correct.
f. To the right of the Content menu, locate the Browse button.
g. Click the Browse button.
h. In the Folders section of the Choose Delivery Content dialogue box, navigate to the
Shared Folders/Custom/HCM folder.
i. Select the folder.
j. In the list of OTBI objects that appears, select any one of your own analyses.
k. Click OK.
l. Locate the Format dropdown menu.
m. Click the Format dropdown menu.
n. Select PDF.
6. Select recipients.
a. Locate the link for the Recipients tab.
b. Click the link for the Recipients tab.
c. Locate the Add Recipient (addition sign) button.
d. Click the Add Recipient button.
e. On the Select User dialogue box, locate the Name field.
f. Enter GSE.
g. Locate the List menu.
h. Click the List menu.
i. Select All, if need be.
j. Click the Search button.

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80 Practices for Lesson 10: Using Scheduling Agents

 k. Select any option starting with GSE to highlight it.
l. Click the Move arrow to add the GSE option to the Selected Members list.
m. Click OK. The GSE option now appears in the Name table.
7. Ensure that destination details are specified.
a. Locate the link for the Destinations tab.
b. Click the link for the Destinations tab.
c. Locate the Specific Devices (will override a user’s Active Delivery Profile) radio
button.
d. Select the Specific Devices (will override a user’s Active Delivery Profile) radio
button.
e. Locate the Email checkbox.
f. Select the Email checkbox.
8. Save and run the agent.
a. In the upper-right hand corner, click Save.
b. Ensure that the Shared Folders/Custom/HCM folder is selected in the Folders
section. If it is not, navigate to and select the folder.
c. In the Name field, type [student identifier]_Weekly Agent.
d. Click OK.
e. Note the updated content in the fields found in the Overview section.
f. In the upper right-hand corner, locate the Run Agent Now button.
g. Click the Run Agent Now button. Note the details that appear in the Running Agent
dialogue box. Observe that the Running Agent message changes to Agent
Successful.
h. Once the agent has run and you have read the message showing successful
completion, click OK.

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Practices for Lesson 10: Using Scheduling Agents 81

Practice 10-3: Constructing and Running Agents with Conditions

Overview
In this practice, you modify agents by introducing conditions into them.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home page opens.
m. Locate the agent that you created in the previous practice.
n. Click Edit.
2. Establish a condition.
a. Locate the link for the Condition tab.
b. Click the link for the Condition tab.
c. Locate the Use a condition radio button.
d. Select the Use a condition radio button.
e. Locate the Create button.
f. Click the Create button. The Create Condition dialogue box opens.
g. On the Create Condition dialogue box, locate Browse.
h. Click Browse.
i. On the Select Analysis dialogue box, navigate to the Shared Folders/Custom/HCM
folder to be able to select it.

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82 Practices for Lesson 10: Using Scheduling Agents

 j. Select any one of the analyses that you have created.
k. Click OK
3. Run a test to ensure the condition is in place.
a. On the Create Condition dialogue box, locate the True if Row Count menu.
b. Ensure that the True if Row Count menu displays is greater than, by default. If it
does not, then select this option.
c. Locate the Test button.
d. Click Test to ensure that the condition returns a value of True.
Note: A dialogue box opens to show processing and then outcome of the test.
e. Click OK once the condition is evaluated to be true.
f. If there is by chance an error or the value is not True, then you must find a new
analysis by following steps e. to g in the previous task until the value of True displays
for the test.
g. Click OK to close the Create Condition dialogue box.
4. Configure delivery details for the conditional agent.
a. Click the link for the Delivery Content tab.
b. In the subject field, type the name of the analysis used for this condition.
c. Click the Browse button next to the Content drop-down menu.
d. On the Choose Delivery Content dialogue box, navigate to the Shared
Folders/Custom/HCM folder to be able to select it.
e. Select the same analysis that you have used to create the condition.
f. Click OK to close the Choose Delivery Content dialogue box.
5. Finalize the configuration of this agent.
a. Click Save this agent as.
b. Ensure that the Shared Folders/Custom/HCM folder is selected in the Folders
section. If it is not, navigate to the folder to be able to select it.
c. In the Name field, type [student identifier]_Weekly Conditional Agent.
d. Click OK. Note the updated content in the fields found in the Overview section.
e. Click Run Agent Now. Note the details that appear in the Running Agent dialogue
box. Observe that the Running Agent message changes to Agent Successful.
f. Click OK. Observe now that this agent is designed to run every week on Friday as long
as the condition is met.

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Practices for Lesson 10: Using Scheduling Agents 83

Practice 10-4: Handling Agent Alerts

Overview
In this practice, you examine the method for viewing agent alerts and managing them.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
2. Examine the available tools for overseeing and adjusting the features present in agent
alerts.
a. Click Home.
b. Locate the Alerts section at the top of the tab.
c. Locate your newly created agent.
d. Click the link for it.
e. On the Alert dialogue box, note the summary information present and the availability of
the Edit Agent and Run Agent icons.
f. If applicable, scroll up and down within the alert to view the analysis associated with
the successfully run agent.
g. Click OK.
3. Explore other functions associated with agent alerts.
a. Locate the View link on the right side of the listed agent alert.
b. Click the View link.
c. Examine the same details on the Alert dialogue box.
d. Click OK.

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84 Practices for Lesson 10: Using Scheduling Agents

 e. Locate the More menu on the right side of the listed agent alert.
f. Click the More menu.
g. Note the Subscribe to this feed and View All Alerts options.
h. Close the window by clicking away.
i. Locate the Clear link.
j. Click the Clear link to remove the agent alert.

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Practices for Lesson 10: Using Scheduling Agents 85

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86 Practices for Lesson 10: Using Scheduling Agents

Practices for Lesson 11:
Working with Visual Aides -
Incorporating Visual Aides
into Analyses
Practices for Lesson 11: Overview

Overview
In these practices, you use the OTBI solution to add, develop, and modify views within
analyses.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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88 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
Practice 11-1: Examining Views and View Editors

Overview
In this practice, you explore and modify views.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Work with an analysis created in a previous lesson to explore views.
a. On either the Home or the Catalog tab, use the tools available to locate the [student
identifier]_Manager Head Count with Full-Time Equivalent - USA analysis so it can
be modified.
b. Underneath the analysis title, click Edit.
3. Move containers around within the compound layout.
a. The compound layouts consist of moveable parts, called containers, which work to
change the look and feel of analyses. Place the cursor on the word Title in the Title
container. The Compass arrow should appear.
b. Click the Title container and, using the drag-and-drop functionality, move it to the left of
the Table container.
Note: A long blue line appears to indicate that the Title container can be dropped into
position.

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Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses 89
 c. Note the new position of the Title container.
4. Format the Table container.
a. On the upper right-hand side of the Table container, locate the Format Container
button.
b. Click the Format Container button.
c. On the Format Container dialogue box and in the Cell section, locate the
Background Color menu.
d. Click the Background Color menu.
e. Select any light hue of one color.
f. Click OK.
g. In the Border section, locate the Position menu.
h. Click the Position menu.
i. Select All.
j. Locate the Border Style menu.
k. Click the Border Style menu.
l. Select Thick.
m. Locate the Border Color menu.
n. Click the Border Color menu.
o. Select any dark color.
p. Click OK.
q. Locate the Additional Formatting Options arrow.
r. Click the Additional Formatting Options arrow to open the section.
s. Review the options.
t. Click OK.
u. Examine the new container formatting.
v. Click the Format Container button again.
w. In the upper left corner, locate the Clear Cell Format (restore defaults) button.
x. Click the Clear Cell Format (restore defaults) button.
y. Click OK.
5. Examine the properties of the Table container.
a. On the Table container, locate the View Properties button.
b. Click the View Properties button.
c. On the Table Properties dialogue box and in the Data Viewing section, locate the
Fixed headers with scrolling content radio button.
d. Select the Fixed headers with scrolling content radio button, if need be.
e. Locate the Display Folder & Column Headings menu.
f. Click the Display Folder & Column Headings menu.
g. Select As Separate Rows.

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90 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
 h. In the Row styling section, select locate the Enable alternate styling checkbox.
i. Check the Enable alternate styling checkbox.
j. Click OK. Note the additional changes to the headings and to the alternate coloring of
rows.
k. Click Save Analysis.

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Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses 91
Practice 11-2: Constructing Graphs

Overview
In this practice, you follow the procedure for adding graphs to analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home page opens.
m. Locate the analysis that you used in the previous practice.
n. Click Edit.
2. Add a new view to the analysis that you have just modified in the previous practice.
a. Locate the New View (the icon is a bar graph with a plus sign) menu on the toolbar.
b. Click the New View menu.
c. Select Best Visualization.
3. Explore the new view added below the Table container.
a. Scroll down to view it.
A bar chart is selected as the best visualization to complement this analysis. Examine
the columns presented as the x-axis and the y-axis. A menu should also appear.
b. Change the options in the available menu to modify data appearing in the bar chart.
c. Place the cursor on the various bars to see totals.

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92 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
4. Modify the bar chart.
a. In the upper-right corner of the Graph container, locate the Edit View button.
b. Click the Edit View button to open the Layout section.
c. Expand the Layout section to have more room for carrying out the various tasks of this
practice.
d. Locate the Graph Prompts section.
e. In the Graph Prompts section, click the Manager Name column to begin dragging it.
f. Drop the Manager Name column into the Excluded section.
g. Again in the Graph Prompts section, click the Country column to begin dragging it.
h. Drop the Country column into the Excluded section.
i. Ensure that the Organization Name column is the only remaining column which
appears in the Graph Prompts section. If it does not appear there, locate the
Organization Name column and move it to the Graph Prompts section.
j. Click Done.
5. Examine and move the view.
a. Scroll down, if need be, and examine the graph.
b. Change the options in the menu to modify the bar chart.
c. Place the cursor on the word Graph in the Graph container. The Compass arrow
should appear.
d. Click the Graph container to begin dragging it.
e. Drop the Graph container into the area on the right of the Table container.
Note: A long blue line appears to indicate that the Graph container can be dropped into the
correct position.
f. Change the option appearing in the Organization Name menu several times to see
the graph change accordingly.

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Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses 93
Practice 11-3: Modifying and Configuring Graphs

Overview
In this practice, you edit graph properties.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
m. Locate the analysis used in the previous lesson.
n. Click Edit.
2. Edit the graph.
a. Locate the Edit View button on the Graph container.
b. Click the Edit View button.
c. Locate the Edit graph properties button on the toolbar above the graph.
d. Click the Edit graph properties button.
3. Configure options on the Graph Properties dialogue box.
a. On the General tab, locate the Legend menu.
b. Click the Legend menu.
c. Select Bottom.
d. Locate the Style tab.

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94 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
 e. Click the Style tab.
f. In the Graph Data section, locate the Style menu.
g. Click the Style menu.
h. Select Pattern Fill.
i. Locate the 3D checkbox.
j. Select the 3D checkbox.
k. Locate the Scale tab.
l. Click the Scale tab.
m. Review configuration options related to the graph axes.
n. Locate the Titles and Labels tab.
o. Click the Titles and Labels tab.
p. In the Graph Title section, locate the Use measure name as graph title option.
q. Deselect the Use measure name as graph title option.
r. Locate the Title field.
s. In the Title field, type Head Count by Organization Name.
t. Click OK.
u. Click Done.
4. Review and exit the analysis/graph combination.
a. Explore the changes brought to the graph. Change the options associated with the
graph to reexamine its interactive nature.
b. Click Save Analysis.
c. Click Home.
d. Locate your newly edited and saved analysis on the Home page.
e. Click Open under the analysis title.
f. Review the items as end users would see them.
g. Click Home when done.

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Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses 95
Practice 11-4: Using Conditional Formatting within Analyses

Overview
In this practice, you build a new simple analysis to learn how to apply conditional formatting.

Assumptions
 Time: 20 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. On the Home tab, launch the procedure for creating analyses.
a. Click the New menu.
b. Select Analysis.
c. Select the Workforce Management – Absence Real Time subject area.
3. Build the analysis.
a. In the Subject Areas section, locate the Business Unit folder.
b. Expand the Business Unit folder.
c. Locate the Business Unit Name column.
d. Move the Business Unit Name column into the Selected Column section.
e. Locate the Assignment Absences folder.
f. Expand the Assignment Absences folder.
g. Move the # Of Absences column into the Selected Column section.

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96 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
4. Add a filter for the previous and current year.
a. In the Filters section, click the Create a filter for the current Subject Area button.
b. Select the More Columns option.
c. On the Select Column dialogue box, locate the Time folder.
d. Expand the Time folder.
e. Locate the Calendar Year column.
f. Select the Calendar Year column and click OK.
g. On the New Filter dialogue box, click the Value menu.
h. Scroll down to the previous four years and the current year.
i. Select the previous four and the current years.
j. Click OK.
5. Retrieve and examine the analysis results.
a. Click Results.
b. Explore the data.
6. Modify the properties of the measure column.
a. Click Criteria.
b. Click the More Actions menu for the # Of Absences column.
c. Select Column Properties. The Column Properties dialogue box opens.
d. Locate the link for the Conditional Format tab.
e. Click the link for the Conditional Format tab.
7. Configure the first condition.
a. On the Conditional Format tab, locate the Add Condition menu button.
b. Click Add Condition.
c. Select # Of Absences. The New Condition dialogue box appears.
d. On the New Condition dialogue box, locate the Operator menu.
e. Click the Operator menu.
f. Select is less than.
g. Locate the Value field.
h. Type 10 in the Value field.
i. Click OK. The Edit Format dialogue box displays.
8. Specify visual details for the first condition.
a. On the Edit Format dialogue box, in the Font section, locate the Color menu.
b. Click the Color menu. The Color Selector dialogue box opens.
c. Select Black.
d. Click OK.
e. Locate the Style menu.
f. Click the Style menu.

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Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses 97
 g. Select Bold.
h. In the Cell section, locate the Background Color menu.
i. Click the Background Color menu. The Color Selector dialogue box opens.
j. Select any lighter shade of Green.
k. Click OK to close the Color Selector dialogue box.
l. Click OK to close the Edit Format dialogue box.
9. Configure the second condition.
a. On the Conditional Format tab, click the Add Condition menu button.
b. Select # Of Absences.
c. On the New Condition dialogue box, click the Operator menu.
d. Select is between.
e. Type 10 in the top Value field.
f. Type 20 in the bottom Value field.
g. Click OK.
10. Specify visual details for the second condition.
a. On the Edit Format dialogue box, in the Font section, click the Color menu.
b. Select Black.
c. Click OK.
d. Click the Style menu.
e. Select Bold.
f. In the Cell section, click the Background Color menu.
g. Select any shade of Yellow.
h. Click OK to close the Color Selector dialogue box.
i. Click OK to close the Edit Format dialogue box.
11. Configure the final condition.
a. On the Conditional Format tab, click the Add Condition menu button.
b. Select # Of Absences.
c. On the New Condition dialogue box, click the Operator menu.
d. Select is greater than.
e. Type 200 in the Value field.
f. Click OK.
12. Specify visual details for the final condition.
a. On the Edit Format dialogue box, click the Color drop-down menu.
b. Select Black.
c. Click OK.
d. Click the Style menu.
e. Select Bold.

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98 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
 f. In the Cell section, click the Background Color menu.
g. Select any lighter shade of Red.
h. Click OK to close the Color Selector dialogue box.
i. Click OK to close the Edit Format dialogue box.
j. Click OK to close the Column Properties dialogue box.
13. Retrieve and examine the analysis results.
a. Click Results.
b. Review the results.
14. Save the analysis and exit it.
a. Click Save Analysis.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Number of
Absences by Business Unit for Current and Previous Four Years.
d. Click OK.
e. Click Home.

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Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses 99
 Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

100 Practices for Lesson 11: Working with Visual Aides - Incorporating Visual Aides into Analyses
Practices for Lesson 12:
Working with Visual Aides -
Understanding Advanced
Analysis Views
Practices for Lesson 12: Overview

Overview
In these practices, you follow the procedure for building trellises, gauges and advanced analysis
views.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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102 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
Practice 12-1: Building Trellises

Overview
In this practice, you follow the procedure for creating trellises.

Assumptions
 Time: 15 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Launch the procedure for creating analyses on the Home tab.
a. Click New on the toolbar.
b. Select Analysis.
c. Select the Benefits - Setup Real Time subject area.
3. Build the analysis.
a. In the Subject Areas section, locate the Benefit Plan folder.
b. Expand the Benefit Plan folder.
c. Locate the Plan Basic Details sub-folder.
d. Expand the Plan Basic Details sub-folder.
e. Locate the Plan Name column.
f. Move the Plan Name column into the Selected Column section.
g. Close all open folders.

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Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views 103
 h. Locate the Benefit Program folder.
i. Expand the Benefit Program folder.
j. Locate the Program Basic Details sub-folder.
k. Expand the Program Basic Details sub-folder.
l. Locate the Program Name column
m. Move the Program Name column into the Selected Column section.
n. Close all open folders.
o. Locate the Program Hierarchy folder.
p. Expand the Program Hierarchy folder.
q. Locate the Count of Program Identifier column.
r. Move the Count of Program Identifier column into the Selected Column section.
4. Retrieve and examine the analysis results.
a. Click Results.
b. Review the data.
5. Remove the Table view.
a. On the Table container, locate the Remove View from Compound Layout button.
b. Click the Remove View from Compound Layout button.
Note: Only the Title container remains in the compound layout.
6. Add and set up the trellis view.
a. Click the New View menu.
b. Select the Trellis and then the Simple options.
c. Locate the Edit View button on the Trellis container.
d. Click the Edit View button.
e. In the Visualization section on the left, locate the View as menu.
f. Click the View as menu.
g. Select Pie.
h. Locate the Program Name column.
i. Click the Program Name column and, using drag-and-drop functionality, move it into
Rows section, if it is not there already.
j. Locate the Count of Program Identifier column.
k. Click the Count of Program Identifier column and move it to the Pies section, if it is
not there already.
l. Locate the Plan Name column.
m. Click the Plan Name column and, using drag-and-drop functionality, move it into the
Slices section, if it is not there already.
n. Click Done.
7. Examine the analysis results.
a. Note the format of the pie charts in the Trellis view.

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104 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
 b. Scroll up and down to see all pies, if need be.
c. Place the cursor over various slices of the pie charts.
8. Save and exit the analysis.
a. Click Save As.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Benefit
Program Name Trellis.
d. Click OK.
e. Click Home.

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Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views 105
Practice 12-2: Building Gauges

Overview
In this practice, you leverage the process for creating gauges.

Assumptions
 Time: 15 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
2. Launch the process for constructing a new analysis.
a. Click the New menu.
b. Select Analysis.
c. Select the Workforce Performance - Performance Rating Real Time subject area.
3. Build the analysis.
a. In the Subject Areas section, locate the Performance Document folder.
b. Expand the Performance Document folder.
c. Locate the Name column.
d. Move the Name column into the Selected Column section.
e. Locate the Performance Rating folder.
f. Expand the Performance Rating folder.
g. Locate the Performance Rating sub-folder.

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106 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
 h. Expand the Performance Rating sub-folder.
i. Locate the Average Overall Rating column.
j. Move the Average Overall Rating column into the Selected Column section.
4. Create a filter.
a. Click the More Actions menu on the Average Overall Rating column.
b. Select Filter.
c. Click the Operator menu.
d. Select is not null.
e. Click OK.
5. Examine the results.
a. Click Results.
b. Scroll up and down, if need be, to view the data before the gauge is added.
6. Create the gauge and modify it.
a. Click the New View menu.
b. Select the Gauge and then the Bulb options.
c. Scroll down to the Gauge container.
d. On the Gauge container, locate Edit View.
e. Click Edit View.
f. Ensure that the Name column is in the Rows section.
g. Ensure that the Average Overall Rating column is in the Measures section.
h. On the toolbar, locate the 2D menu.
i. Click the 2D menu.
j. Select 3D.
k. On the toolbar, locate the Edit gauge properties button.
l. Click the Edit gauge properties button.
m. On the Gauge Properties dialogue box and on the General tab, locate the Gauges
Per Row field.
n. Delete any value in Gauges Per Row field.
o. Type 4 in the Gauges Per Row field.
p. Locate the link for the Style tab.
q. Click the link for the Style tab.
r. Locate the Gauge Size menu.
s. Click the Gauge Size menu.
t. Select Large.
u. Click OK.
v. Click Done.
7. View and test the gauge.
a. Scroll up and down, as needed, to see all bulbs.

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Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views 107
 b. Examine the interactivity of the gauge by placing the cursor on several of the bulbs.
8. Save and exit the analysis.
a. Click Save As button in the upper right corner.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Overall
Rating By Performance Document.
d. Click OK.
e. Click Home.

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108 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
Practice 12-3: Building Advanced Analysis Views

Overview
In this practice, you add advanced analysis views to enhance data presentation.

Assumptions
 Time: 20 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
j. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
k. Locate, near the center top, the Home link.
l. Click the Home link. The Home tab opens.
m. Locate [student identifier]_Number of Absences by Business Unit for Current and
Previous Four Years.
n. Click Edit.
2. Work with an analysis created in the last lesson.
a. Locate the [student identifier]_ Number of Absences by Business Unit for Current
and Previous Four Years analysis that you created in the last lesson so it can be
modified.
b. Underneath the analysis title, click Edit.
3. Add the advanced views.
a. Click New View.
b. Select the Other Views and then the Legend options.
c. Repeat the two previous steps to add the following views:
 Narrative

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Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views 109
  Logical SQL, Standard
 View Selector
4. Modify the first part of the Legend view.
a. Locate the Legend container.
b. Click the Edit View button on the Legend container.
c. Locate the Title field.
d. In the Title field, type Number of Absences: Legend.
e. Locate the 1. Caption field.
f. In the 1. Caption field, type Number of Absences.
g. Locate the 1. Sample Text field.
h. In the 1. Sample Text field, type Acceptable.
i. In the 1. row, locate the Format Text icon.
j. Click the Format Text icon.
k. On the Format Text dialogue box, in the Font section, locate the Color menu.
l. Click the Color menu.
m. Select Green.
n. Click OK.
o. Locate the Style menu.
p. Click the Style menu.
q. Select Bold.
r. In the Cell section, locate the Background Color menu.
s. Click the Background Color menu.
t. Select Black.
u. Click OK to close the Color Selector dialogue box.
v. Click OK to close the Edit Format Text dialogue box.
5. Modify the second part of the Legend view.
a. Locate the Add Caption button.
b. Click the Add Caption button.
c. Locate the 2. Caption field.
d. In the 2. Caption field, type Number of Absences.
e. Locate the 2. Sample Text field.
f. In the 2. Sample Text field, type Tolerable.
g. In the 2. row, locate the Format Text icon.
h. In the 2. row, click the Format Text icon.
i. On the Format Text dialogue box, click the Color menu in the Font section.
j. Select Yellow.
k. Click OK.

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110 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
 l. Click the Style menu.
m. Select Bold.
n. In the Cell section, click the Background Color menu.
o. Select Black.
p. Click OK to close the Color Selector dialogue box.
q. Click OK to close the Edit Format Text dialogue box.
6. Modify the last part of the Legend view.
a. Click the Add Caption button.
b. In the 3. Caption field, type Number of Absences.
c. In the 3. Sample Text field, type Unacceptable.
d. In the 3. row, click Format Text.
e. On the Format Text dialogue box, click the Color menu in the Font section.
f. Select Red.
g. Click OK.
h. Click the Style menu.
i. Select Bold.
j. In the Cell section, click the Background Color menu.
k. Select Black.
l. Click OK to close the Color Selector dialogue box.
m. Click OK to close the Edit Format Text dialogue box.
n. Click Done.
o. View the changes.
7. Modify the Narrative view.
a. Locate the Narrative container.
b. Click Edit View on the Narrative container.
c. Locate the Prefix field.
d. In the Prefix field, type This analysis shows the number of absences by
business unit for the current and previous four years:.
e. Highlight the text that you have just entered in the Prefix field.
f. Locate the Bold button.
g. Click the Bold button.
h. Click after the final character in the Prefix field, if need be, to put the cursor outside the
code.
i. Locate the Line Break button.
j. Click the Line Break button twice.
k. In the Narrative field, type @1. This creates a list of the business units displayed in the
analysis.
l. Locate the Line Break button.

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Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views 111
 m. Click the Line Break button twice to create two line breaks after the text.
n. Locate the Postfix field.
o. In the Postfix field, type Please determine the cause for the high number
of absences for those business units marked in red. Please
continue to monitor those business units marked in yellow.
p. Highlight the text that you have just entered in the Postfix field.
q. Click the Bold button.
r. Click Done.
s. Scroll down to view the changes.
8. Modify the View Selector view.
a. Locate the View Selector container.
b. Click Edit View on the View Selector container.
c. Locate the Caption field.
d. In the Caption field, type Analysis: Absences by Business Unit for the Current
Year.
e. Locate the Caption Position menu.
f. Click the Caption Position menu.
g. Select Above.
h. Locate the Available Views table.
i. Click in the Available Views table.
j. Press the CTRL key and select the Legend, Narrative, and Logical SQL views in the
Available Views field.
k. Locate the Move Right button.
l. Click the Move Right button.
m. Click Done.
9. Keep only the View Selector view and reposition it.
a. Locate the Legend container.
b. Click Remove View from Compound Layout on the Legend container.
c. Locate the Narrative container.
d. Click Remove View from Compound Layout on the Narrative container.
e. Locate the Logical SQL container.
f. Click Remove View from Compound Layout on the Logical SQL container.
g. Click the View Selector container to be able to drag it. The Compass arrow should
appear.
h. Drop it between the Title and the Table containers.
10. Review the View Selector container.
a. Click the View Selector menu to change the options several times.
b. Observe the change in containers displaying.

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112 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
11. Save the analysis in question and exit it.
a. Click Save Analysis.
b. Click Home.

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Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views 113
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114 Practices for Lesson 12: Working with Visual Aides - Understanding Advanced Analysis Views
Practices for Lesson 13:
Managing Analysis Content -
Using Analysis Tools
Practices for Lesson 13: Overview

Overview
In these practices, you learn techniques for better managing analysis properties and for better
managing the appearance of data within analyses.

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116 Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools
Practice 13-1: Working with Analysis Properties

Overview
In this practice, you modify analysis properties.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home page opens.
2. Work with an analysis created in a previous lesson to demonstrate filters.
a. Locate the [student identifier]_Manager Head Count with Full-Time Equivalent
analysis so it can be modified.
b. Underneath the analysis title, click Edit.
3. Modify the analysis with a filter.
a. Click the Criteria tab, if need be.
b. Locate the Head Count column.
c. Click More Actions on the Head Count column and select Filter.
d. Click the Operator menu on the New Filter dialogue box and select is greater than.
e. In the Value field, type 1500.
f. Click OK.

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Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools 117
4. Edit analysis properties.
a. Locate the Edit Analysis Properties button on the toolbar above the Selected
Columns section.
b. Click the Edit Analysis Properties button.
c. On the Results Display tab of the Analysis Properties dialogue box, locate the No
Results Settings menu.
d. Click the No Results Settings menu.
e. Select Display Custom Message.
f. Locate the Header field.
g. In the Header field, type No Results Available.
h. Locate the Message field.
i. In the Message field, type The columns selected and any filters created
do not generate any results. Please examine your criteria and
try again.
j. Locate the link for the Interactions tab.
k. Click the link for the Interactions tab.
l. On the Interactions tab, locate the All Interactions checkbox.
m. Select the All Interactions checkbox.
Note: Every possible interaction is now available for use when right-clicking.
n. Locate the Restore Admin Settings button.
o. Click the Restore Admin Settings button. Note what options remain checked by
default.
p. Locate the link for the Data tab.
q. Click the link for the Data tab.
r. Locate the Exclude from existing views, but display in new views radio button.
s. Select the Exclude from existing views, but display in new views radio button.
t. Click OK.
5. Examine the results of configuring the analysis properties.
a. Click Results.
b. Examine the message that displays since no results are returned.
6. Modify the analysis again.
a. Click Criteria.
b. Locate the filter added in Task 2 of this practice.
c. Delete the filter.
7. Add a new column.
a. In the Subject Areas section, locate the Worker folder.
b. Expand the Worker folder.
c. Scroll to locate the Manager Job Name column.

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118 Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools
 d. Move the Manager Job Name column into the Selected Columns section.
8. Reexamine the results.
a. Click Results.
b. Observe that the Manager Job Name column does not appear. This occurs since the
Exclude from existing views, but display in new views option is selected.
c. Locate the Manager Name column heading.
d. Place the cursor over the Manager Name column heading in the Table container.
e. Right-click the Manager Name column heading. A dialogue box opens.
f. Select the Include Column and then the Manager Job Name options. The previously
added but excluded column now appears in the analysis.
9. Save the analysis.
a. Click Save Analysis.

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Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools 119
Practice 13-2: Building Column Selectors within Analyses

Overview
In this practice, you use the solution to learn how to add column selectors to analyses.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home tab opens.
n. Locate the analysis used in the last practice.
o. Click Edit.
2. Modify the analysis used in the previous practice.
a. Click Save As.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Manager
Head Count with Full-Time Equivalent with Column Selector.
d. Click OK.
3. Add the column selector functionality.
a. Click the New View menu.
b. Select the Other Views and then the Column Selector options.
c. Scroll down to the Column Selector container.

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120 Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools
 d. Click the Column Selector container to be able to drag it.
e. Drop it between the Table and the Title containers.
f. Click Edit View on the Column Selector container. Building a column selector for
requisition locations can now begin on the Location Name column.
g. Locate the Location Name column.
h. Locate the Include Selector checkbox on the Location Name column.
i. Select the Include Selector checkbox.
j. In the Subject Areas section, locate the Location folder.
k. Expand the Location folder.
l. Scroll down, locate, and double-click the Country and City columns to move them into
Location Name column of the Subject Areas section.
Note: Observe that these four columns now appear in the Location Name column.
m. Click the Done button.
4. Review the functionality in the analysis.
a. Click the Column Selector menu.
b. Select Country.
c. Review the updated analysis results.
d. Click the Column Selector menu again.
e. Select City.
f. Review the updated analysis results.
5. Save the analysis in question and exit it.
a. Click Save Analysis.
a. Click Home.

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Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools 121
Practice 13-3: Building Master-Detail Channels within Analyses

Overview
In this practice, you follow the procedure for building master-detail channels within analyses.

Assumptions
 Time: 20 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home tab opens.
2. Launch the procedure for creating analyses on the Home tab.
a. Click the New menu.
b. Select Analysis.
c. Select the Workforce Goals – Goal Alignments Real Time subject area.
3. Build the analysis.
a. In the Subject Areas section, locate the Organization folder.
b. Expand the Organization folder.
c. Locate the Organization Name column.
d. Move the Organization Name column into the Selected Columns section.
e. Locate the Job folder.
f. Expand the Job folder.
g. Locate the Name and Job Family columns.

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122 Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools
 h. Move the Name and Job Family columns into the Selected Columns section.
i. Collapse the open folders.
j. Locate the Goal Alignments folder.
k. Expand the Goal Alignments folder.
l. Locate the Goal Alignment sub-folder.
m. Expand the Goal Alignment sub-folder.
n. Locate the Count of Aligned Goals and Count of Aligned Workers columns.
o. Move the Count of Aligned Goals and Count of Aligned Workers columns into the
Selected Columns section.
4. Retrieve and examine the analysis results.
a. Click Results.
b. Review the content.
5. Save the analysis.
a. Click Save Analysis in the upper right corner.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Aligned
Goals and Workers By Job Family.
d. Click OK.
6. Exclude all but three columns in the Table view.
a. Click Edit View on the Table container.
b. Locate the Organization Name column in the Columns and Measures section.
c. In the Columns and Measures section, click the Organization Name column to be
able to drag it.
d. Drop it into the Excluded section.
e. Repeat steps c. and d. for the Name column.
Only the Job Family, Count of Aligned Goals and Count of Aligned Workers
columns remain, in that order.
f. Click Done.
7. Modify the analysis with two other views.
a. Click the New View menu.
b. Select Best Visualization for the first view.
c. Click the New View menu again.
d. Select Graph and then Pie for the second view.
8. Modify the first new view.
a. Click Edit View on the Graph container.
b. Locate the Job Family column.
c. Click the Job Family column to be able to drag it.

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Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools 123
 d. Drop it into the Sections section.
e. In the Sections section, locate Display as Slider.
f. Select Display as Slider.
g. Locate the Name column.
h. Click the Name column to be able to drag it and drop it into the Bar Graph: Bars
Group By (Horizontal Axis) section, if need be.
i. Locate the Organization Name column.
j. Click the Organization Name column to be able to drag it.
k. Drop it into the Excluded section.
l. Click Done.
9. Modify the second new view.
a. Click Edit View on the Graph (2) container.
b. Locate the Job Family column.
c. Click the Job Family column to be able to drag it.
d. Drop it into the Sections section.
e. In the Sections section, locate Display as Slider.
f. Select Display as Slider.
g. Locate the Organization Name column.
h. Click the Organization Name column to be able to drag it.
i. Drop it into the Slices section of the Pie Graph: Pies and Slices section.
j. Locate the Name column.
k. Click the Name column to be able to drag it.
l. Drop it into the Excluded section.
m. Click Done.
10. Reposition the Graph (2) container.
a. Click the title on the Graph (2) container so that it can be dragged.
b. Drop it to the right of the Graph container. A dark blue line appears on the right of the
Graph container to indicate the correct position to drop the Graph (20 container into.
11. Save the analysis.
a. Click Save Analysis.
12. Add the master channel.
a. Click Criteria
b. Locate the Job Family column in the Selected Columns section.
c. Click the More Actions menu on the Job Family column.
d. Select Column Properties.
e. On the Column Properties dialogue box, locate the link for the Interaction tab.
f. Click the link for the Interaction tab.
g. Locate the Value section.

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124 Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools
 h. In the Value section, locate the Primary Interaction dropdown menu.
i. Click the Primary Interaction dropdown menu.
j. Select Send Master-Detail Events.
k. Locate the Specify Channel field.
l. In the Specify Channel field, type LINK.
m. Click OK.
13. Add the detail channels.
a. Click Results.
b. Click Edit View on the Graph (1) container.
c. Locate the Edit graph properties button.
d. Click the Edit graph properties button.
e. On the General tab of the Graph properties dialogue box, locate Listen to Master-
Detail Events.
f. Select Listen to Master-Detail Events.
g. Locate the Event Channels field.
h. Type LINK in the Event Channels field.
i. Click OK.
j. Click Done.
k. Click Edit View on the Graph (2) container.
l. Locate the Edit graph properties button.
m. Click Edit graph properties.
n. On the General tab of the Graph properties dialogue box, locate Listen to Master-
Detail Events.
o. Select Listen to Master-Detail Events.
p. Locate the Event Channels field.
q. Type LINK in the Event Channels field.
r. Click OK.
s. Click Done.
14. Save the analysis in question and exit it.
15. Open the analysis to view the master-detail channels in action.
a. Locate the [student identifier]_Aligned Goals and Workers By Job Family analysis.
b. Click Open under the analysis name.
c. Scroll up and down to see the table and the two graphs.
d. On the table, locate Human Resources in the Job Family column.
e. Click Human Resources.
f. Observe the change in results in the graphs.
g. On the table, click another option in the in the Job Family column.

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Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools 125
 h. Again observe the change in results in the graphs.
i. Click Home.

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126 Practices for Lesson 13: Managing Analysis Content - Using Analysis Tools
Practices for Lesson 14:
Managing Analysis Content -
Restructuring Data
Practices for Lesson 14: Overview

Overview
In these practices, you continue to learn techniques for better managing analysis properties and
for better managing the appearance of data within analyses.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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128 Practices for Lesson 14: Managing Analysis Content - Restructuring Data
Practice 14-1: Working with Bins

Overview
In this practice, you use the solution to learn how to add bins to analyses.

Assumptions
 Time: 20 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home page opens.
2. Launch the procedure for creating analyses on the Home tab.
a. Click the New menu and select Analysis.
b. Select the Workforce Management - Person Real Time subject area.
3. Build the analysis.
a. In the Subject Areas section, locate the Person Ethnicity folder.
b. Expand the Person Ethnicity folder.
c. Locate the Ethnicity column.
d. Move the Ethnicity column into the Selected Column section.
e. Locate the Person folder.
f. Expand the Person folder.
g. Locate the Person Count and Date of Birth columns.
h. Move the Person Count and Date of Birth columns into the Selected Column
section.

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Practices for Lesson 14: Managing Analysis Content - Restructuring Data 129
4. Create filters.
a. Click the More Actions menu on the Ethnicity column.
b. Select Filter.
c. On the New Filter dialogue box, click the Operator menu.
d. Select is not null.
e. Click OK.
f. Click the More Actions menu on the Date of Birth column.
g. Select Filter.
h. On the New Filter dialogue box, click the Operator menu.
i. Select is not null.
j. Click OK.
5. Retrieve and examine the analysis results.
a. Click Results.
b. Review the results.
6. Modify the columns in the analysis with bins.
a. Click Criteria.
b. Click the More Actions menu for the Date of Birth column.
c. Select Edit Formula.
d. On the Edit Column Formula dialogue box, locate the link for the Bins tab.
e. Click the link for the Bins tab.
f. Locate the Add Bin button in the lower left corner.
g. Click the Add Bin button.
h. On the New Filter dialogue box that opens, click the Operator menu.
i. Select is between.
j. Locate the top Value field.
k. In the top Value field, type 01/01/1990.
l. Locate the bottom Value field
m. In the bottom Value field, type today’s date in MM/DD/YYYY format.
n. Click OK.
o. In the text field on the Edit Bin Name dialogue box, type 1990-(current year).
p. Click OK.
Note: A bin now appears on the Bins tab in the upper left-hand corner. It is possible to edit
the bin members, change the bin name or delete the bin.
q. Click Add Bin again.
r. On the New Filter dialogue box that opens, click the Operator menu.
s. Select is between.
t. In the top Value field, type 01/01/1970.

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130 Practices for Lesson 14: Managing Analysis Content - Restructuring Data
 u. In the bottom Value field, type 12/31/1989.
v. Click OK.
w. In the text field on the Edit Bin Name dialogue box, type 1970-1989.
x. Click OK.
y. Locate the 3. All other values row.
z. Locate Edit Bin Name in the 3. All other values row.
aa. Click Edit Bin Name.
bb. In the text field on the Edit Bin Name dialogue box, type -1969.
cc. Click OK.
dd. Click OK to close the Edit Column Formula dialogue box.
7. View the results with the bin.
a. Click Results.
b. Use the navigation tools to examine the results. Observe that the Date of Birth column
now has three bins that group the data displayed in the other two columns.
8. Move one column.
a. Place the cursor over the Date of Birth column heading until the compass arrows
appear.
b. Click to begin dragging the Date of Birth column.
c. Drop the column to the left of the Ethnicity column. The vertical blue line indicates
correct positioning when dragging and dropping.
9. Add an appropriate view.
a. Click the New View menu.
b. Select the Graph, Bar, and then the 100% Stacked Horizontal options.
10. Reposition the view.
a. Scroll to the Graph container.
b. Place the cursor on the title of the Graph container and click it to drag the container to
the left of the Table container.
11. Modify the view so that it works in conjunction with the bins.
a. On the Graph container, click Edit View.
b. In the Subject Areas section, locate the Person Address folder.
c. Expand the Person Address folder.
d. Locate the Country column.
e. Click to be able to drag the Country column.
f. Drop it into the Graph Prompts section.
g. Ensure that the Person Count column is in the Measures – Bars (Horizontal Axis)
section of the Bar Graph section. If it is not, then locate the column to drag and drop it
into this section.

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Practices for Lesson 14: Managing Analysis Content - Restructuring Data 131
 h. Ensure that the Ethnicity column is in the Bars – Group By (Vertical Axis) section of
the Bar Graph section. If it is not, then locate the column to drag and drop it into this
section.
i. Ensure that the Date of Birth column is in the Bars – Vary Color By (Vertical Axis)
section of the Bar Graph section. If it is not, then locate the column to drag and drop it
into this section.
j. In the toolbar at the top, locate the 2D menu.
k. Click the 2D menu.
l. Select 3D.
m. Click Done.
12. View the results for the binned bar chart.
a. Click the Country menu.
b. Select United States.
Review the refreshed data. Place the cursor on various parts of the bar chart to see the
person count and percentage for various ethnicities.
c. Click the Country menu again.
d. Select a different value.
e. Review the renewed data.
13. Save the analysis in question and exit it.
a. Click Save Analysis.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_Ethnicity
by Percentage in Age Bracket.
d. Click OK.
e. Click Home.

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132 Practices for Lesson 14: Managing Analysis Content - Restructuring Data
Practice 14-2: Working with Set Operators

Overview
In this practice, you use set operators to create combined analyses.

Assumptions
 Time: 15 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home tab opens.
2. Create a new analysis. On the Home tab, launch the procedure for creating analyses.
a. Click the New menu and select Analysis.
b. Select the Workforce Management - Worker Assignment Event Real Time subject
area.
3. Build the first analysis.
a. In the Subject Areas section, locate the Department folder.
b. Expand the Department folder.
c. Locate the Name and Location Name columns.
d. Move the Name and Location Name columns into the Selected Column section.
e. Locate the Assignment Event folder.
f. Expand the Assignment Event folder.
g. Locate the # Of Hires column.
h. Move the # Of Hires column into the Selected Column section.

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Practices for Lesson 14: Managing Analysis Content - Restructuring Data 133
4. Add filters to the first analysis.
a. On the Name column, click the More Actions menu.
b. Select the Filter option.
c. Click the Operator menu on the New Filter dialogue box.
d. Select the is not null option.
e. Click OK.
f. On the Location Name column, click the More Actions menu.
g. Select the Filter option.
h. Click the Operator menu on the New Filter dialogue box.
i. Select the is not null option.
j. On the # Of Hires column, click the More Actions menu.
k. Select the Filter option.
l. Click the Operator menu on the New Filter dialogue box.
m. Select the is not null option.
n. Click the Create a filter for the current Subject Area icon.
o. Select the More Columns option.
p. On the Select Column dialogue box, locate the Location option.
q. Locate the Country option.
r. Select the Country option.
s. Click OK.
t. Click the Value menu on the New Filter dialogue box.
u. Scroll down to the United Kingdom and United States options.
v. Select the United Kingdom and United States options.
w. Click OK.
5. Modify the name of the # Of Hires column.
a. On the # Of Hires column, click the More Actions menu.
b. Select Column Properties.
c. On the Column Properties dialogue box, locate the link for the Column Format tab.
d. Click the link for the Column Format tab.
e. Locate the Custom Headings checkbox.
f. Select the Custom Headings checkbox.
g. Locate the Column Heading field.
h. Delete any content in the Column Heading field.
i. Type Number of Hires (and Number of Promotions) into the Column
Heading field.
j. Click OK.

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134 Practices for Lesson 14: Managing Analysis Content - Restructuring Data
6. Use the set operators.
a. In the upper right corner of the Analysis Editor, locate the Combine results based
on union, intersection, and difference operations icon.
b. Click the Combine results based on union, intersection, and difference operations
icon.
c. Again, select the Workforce Management – Worker Assignment Event Real Time
subject area. The Result Column section appears.
d. Locate the Operator menu in the Result Column section.
e. Click the Operator menu (the overlapping circles in the Result Columns) and ensure
that Union is selected.
f. If need be, decrease the size of the Filters section by dragging the section heading
downward and dropping it at the desired position. This action provides more space and
makes it possible to see the set operator framework.
7. Create the second analysis.
a. In the Subject Areas section, locate the Department folder.
b. Expand the Department folder.
c. Locate the Name and Location Name columns.
d. Move the Name and Location Name columns into the Selected Column section.
Note: The addition of these columns begins to fill in the set operator framework.
e. Locate the Assignment Event folder.
f. Expand the Assignment Event folder.
g. Locate the # Of Promotions column.
h. Move the # Of Promotions column into the Selected Column section. Observe that
the addition of these columns completes the set operator framework.
8. Add filters to the second analysis.
a. On the Name column, click the More Actions menu.
b. Select the Filter option.
c. Click the Operator menu on the New Filter dialogue box.
d. Select the is not null option.
e. Click OK.
f. On the Location Name column, click the More Actions menu.
g. Select the Filter option.
h. Click the Operator menu on the New Filter dialogue box.
i. Select the is not null option.
j. On the # Of Promotions column, click the More Actions menu.
k. Select the Filter option.
l. Click the Operator menu on the New Filter dialogue box.
m. Select the is not null option.
n. Click the Create a filter for the current Subject Area icon.

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Practices for Lesson 14: Managing Analysis Content - Restructuring Data 135
 o. Select the More Columns option.
p. On the Select Column dialogue box, locate the Location option.
q. Locate the Country option.
r. Select the Country option.
s. Click OK.
t. Click the Value menu on the New Filter dialogue box.
u. Scroll down to the United Kingdom and United States options.
v. Select the United Kingdom and United States options.
w. Click OK.
9. View the combined analysis.
a. Click Results.
b. Scroll down and view all the results.
Note: The Union set operator has worked to show the combined parts of both analyses. If
relevant for a particular department, there will be two rows for the # Of Hires and # Of
Promotions columns, highlighting the union of the data from both analyses. For all three
columns, there is a filter on each to those data points with a null value, so there should be
no rows with empty cells.
10. Save the analysis in question and exit it.
a. Click Save Analysis.
b. The Shared Folders/Custom/HCM folder should be selected by default. If it is not,
then in the Folders section, locate and select it.
c. In the Name field, give the analysis a name of [student identifier]_UK & US
Departments by Number of Hires and Number of Promotions.
d. Click OK.
e. Click Home.

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136 Practices for Lesson 14: Managing Analysis Content - Restructuring Data
Practices for Lesson 15:
Scoping Dashboards
Practices for Lesson 15

There are no practices for this lesson.

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138 Practices for Lesson 15: Scoping Dashboards

Practices for Lesson 16:
Building Dashboards
Practices for Lesson 16: Overview

Overview
In these practices, you learn how to build dashboards, place content on them and then
configure them.

Prerequisites
The practices in this course build upon each other. If you skip them or perform them out of
sequence, you may not be able to successfully complete the activities in this and other
practices.

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140 Practices for Lesson 16: Building Dashboards

Practice 16-1: Creating Dashboards

Overview
In this practice, you launch the process for building dashboards.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home tab opens.
2. Set up the preliminary details for the dashboard.
a. Once on the Home tab, click the New menu and select Dashboard.
b. On the New Dashboard dialogue box, locate the Name field.
c. In the Name field, type [student identifier]_Dashboard.
d. In the Description field, provide a description.
e. Locate the Location drop-down menu and ensure that the /Shared Folders/Apps
Library/Dashboards folder is the default location for this dashboard. If it is not the
folder selected and displayed, then click the menu, select Browse Catalog and
navigate to this folder.
f. Locate the Content section.

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Practices for Lesson 16: Building Dashboards 141

 g. Examine two radio buttons: Add content now and Add content later (Create empty
dashboard), but keep the default selection.
h. Click OK. After a few moments, the system opens up the newly created dashboard for
editing purposes.

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142 Practices for Lesson 16: Building Dashboards

Practice 16-2: Adding Dashboard Content

Overview
In this practice, you learn how to place content onto dashboards.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home tab opens.
n. Locate your dashboard page that you created in the previous practice.
o. Click Edit.
2. Add some structure for the content.
a. Examine the options appearing in the Dashboard Objects section in the upper left
corner.
b. Note that the Drop Content Here section is where the actual construction of
dashboards takes place. Objects are selected in the Dashboard Objects and Catalog
sections so that they can be dragged and dropped here.
c. In the Dashboard Objects section, locate the Column option.
d. Click the Column option to be able to drag it.
e. Drop it in the Drop Content Here section.
f. In the Dashboard Objects section, locate the Section option.
g. Click the Section option to be able to drag it.

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Practices for Lesson 16: Building Dashboards 143

 h. Drop it in the Column 1 section.
i. Repeat steps f., g. and h. twice to add two more sections, dropping them each below
the existing ones.
j. Observe that the hierarchy is now Column 1 > Section 1, Section 2, and Section 3.
3. Add and manipulate content.
a. Note that the Catalog section in the lower left-hand corner contains the folders for all of
the content that you have created up to this point in the course.
b. Use the folder structure to navigate to the Shared Folders/Custom/HCM folder.
c. Locate the [student identifier]_Annualized Full-Time Salary Details – Table
Prompts and Sections option.
d. Click the [student identifier]_Annualized Full-Time Salary Details – Table Prompts
and Sections option to be able to drag it.
e. Drop it into the Column 1 Section 1 section.
f. Locate the [student identifier]_Annualized Full-Time Salary Details – Top 25 %
option.
g. Click the [student identifier]_Annualized Full-Time Salary Details – Top 25 %
option to be able to drag it.
h. Drop it into the Column 1 Section 2 section.
i. Locate the [student identifier]_Annualized Full-Time Salary Details –
Inactive/Suspended option.
j. Click the [student identifier]_Annualized Full-Time Salary Details –
Inactive/Suspended option to be able to drag it.
k. Drop it into the Column 1 Section 3 section.
4. Add another page and more content.
a. On the toolbar in the upper right corner, locate the Add Dashboard Page button.
b. Click the Add Dashboard Page button.
c. On the Add Dashboard Page dialogue box, locate the Page Name field.
d. Type Graphs into the Page Name field.
e. Type a description into the Page Description field.
f. Click OK.
g. Click Yes if prompted to save the dashboard.
h. In the Dashboard Objects section of the Graphs page, click the Column option to be
able to drag it.
i. Drop it into the Drop Content Here section.
j. In the Dashboard Objects section, click the Section option to be able to drag it.
k. Drop it into the Column 1 section.
l. Repeat steps j. and k. once more.
m. In the Catalog section, use the folder structure to navigate to the Shared
Folders/Custom/HCM folder.

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144 Practices for Lesson 16: Building Dashboards

 n. Locate the [student identifier]_Enrollments by Action Type option.
o. Click the [student identifier]_Enrollments by Action Type option to be able to drag
it.
p. Drop it into the Column 1 Section 1 section.
q. Locate the [student identifier]_Ethnicity by Percentage in Age Bracket option.
r. Click the [student identifier]_Ethnicity by Percentage in Age Bracket option to be
able to drag it.
s. Drop it in the Column 1 Section 2 section.
5. Save and review the dashboard.
a. Click Save.
b. Locate the Run button in the upper right corner.
c. Click the Run button. The dashboard should open on the Graphs tab.
d. Explore the dashboard.
e. Review the two graphs. Test the interactivity of the graphs.
f. Click the page 1 link.
g. Review the three analyses. Test the interactivity of the analyses.
h. Click Home.

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Practices for Lesson 16: Building Dashboards 145

Practice 16-3: Using Tools to Configure Dashboard Preferences

Overview
In this practice, you use the options available to specify dashboard preferences via Tools.

Assumptions
 Time: 10 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home tab opens.
2. Open the newly created dashboard for editing.
a. On the Home tab, locate [student identifier]_Dashboard - page 1 so it can be
modified.
b. Underneath the dashboard title, click the Edit link.
3. Configure the dashboard on the dialogue box that opens.
a. On the toolbar in the upper left corner, locate the Tools icon (the gear icon).
b. Click Tools.
c. Select the Dashboard Properties option.
d. Locate the Style dropdown menu.
e. Click the Style dropdown menu.
f. Select any option besides the default.
g. Locate the Page Size section.
h. Locate the Fill Browser Window radio button.

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146 Practices for Lesson 16: Building Dashboards

 i. Select the Fill Browser Window radio button.
j. In the table at the bottom of the dialogue box, locate the page 1 row.
k. Click the page 1 row.
l. In the toolbar above the table, locate the Rename icon.
m. Click the Rename icon.
n. On the Rename dialogue box, locate the Name field.
o. In the Name field, type Analyses.
p. Click OK.
q. Review the other items in the toolbar above the table.
r. Click OK.
4. Test the newly configured options for the dashboard.
a. Click Save.
b. Click Run.
c. Review the changes brought with the configuration options selected.
d. In the upper right corner, locate the Page Options icon (the gear icon).
e. Click Page Options.
f. Review the list of options available.
g. Select Edit Dashboard. The dashboard opens again.
h. Locate the Tools icon.
i. Click Tools.
j. Select the Dashboard Properties option.
k. Locate the Style menu.
l. Click the Style menu.
m. Select a new style.
n. Click OK.
o. Locate the Preview button.
p. Click the Preview button.
q. Review the newly selected style.
r. Close the browser window.
s. Click Home.

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Practices for Lesson 16: Building Dashboards 147

Practice 16-4: Using My Account to Configure Dashboard Preferences
Overview
In this practice, you use the options available to specify dashboard preferences via My Account.

Assumptions
 Time: 5 minutes
 Use your student identifier, as indicated by your instructor.

Tasks
1. Access the Reports and Analytics solution, if necessary. Otherwise, proceed to Task 2.
a. Enter the URL provided by your instructor.
b. Sign in as Brian.Joseph with the password provided by your instructor. The landing
page displays.
c. Locate the Home icon.
d. Click the Home icon. The Home page appears.
e. Locate the My Reporting heading.
f. Click the My Reporting heading.
g. Locate the Build a Report tile.
h. Click the Build a Report tile. The Reports and Analytics page displays.
i. Locate the Browse Catalog button.
j. Note: Ensure that your pop-up blocker is turned off. If it is not already, then disable it.
k. Click the Browse Catalog button. Clicking the button signs the user into the
application. The Catalog page appears on a new tab.
l. Locate, near the center top, the Home link.
m. Click the Home link. The Home page opens.
2. Access the dashboard configuration options in My Account.
a. In the upper right-hand corner, locate the Signed In As (user ID) menu.
b. Click the Signed In As (user ID) menu.
c. Click the My Account option. The Preferences tab displays by default.
d. Locate the Starting Page menu.
e. Click the Starting Page menu.
f. Locate the dashboard built during the previous practices of this lesson.
g. Select the dashboard.
h. Click OK.
3. Test to ensure that the dashboard is the first item viewed.
a. Sign out of OTBI.
b. Sign back in.
c. If configured properly, then the dashboard should appear immediately after the
application opens up again.

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148 Practices for Lesson 16: Building Dashboards

Practices for Lesson 17:
Course Summary
Practices for Lesson 17

There are no practices for this lesson.

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150 Practices for Lesson 17: Course Summary

Appendix A: Instructor
Demonstrations
Practices for Lesson A: Overview

Overview
These demonstrations showcase various tasks and objects for Oracle Business Intelligence.

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152 Appendix A: Instructor Demonstrations

Instructor Demonstration L2-1: Signing on to OBI and Navigating the
Home Tab

Demonstration Overview
In this demonstration, you will show how to sign on to the application and then explain the
features of the Home tab.

Tasks
1. Access Reports and Analytics.
a. Sign in as Brian.Joseph.
b. Click the Tools icon.
c. Click Reports and Analytics.
d. Click the Browse Catalog button.
2. Examine the Home tab, which is typically the first point of contact that the OBI solution
presents to authors after the sign-on process.
a. Show how it is divided into several main areas. On the left-hand side are found the
Create, Browse/Manage and Get Started sections. All three of these sections take
authors further into different areas of the application. Scroll down to see all of the
sections on the Home tab.
b. Point out that in the center of the application there are the Recent and Most Popular
sections. Both of these sections contain existing content that can be opened for review,
edited or managed further. These two sections are efficient and time-saving access
points.
c. Explain that in the upper right-hand corner, there are two toolbars. The top toolbar
contains search fields for locating existing, author-created documents, a Help drop-
down menu and the Sign Out link. Below that is another toolbar containing links or
drop-down menus for navigation: Home, Catalog, Favorites, Dashboards, and Open.
d. Explore the Help drop-down menu. Click the BIEE Home Help option. Explore the
dialogue box and then close it. Click the OTN option and then on the new browser
window, click on the tabs: Overview, Downloads, Documentation, and Tutorials to
show the options and resources found on them. Close the browser window.
3. Practice navigation from the Home tab.
a. Click the Catalog link.
b. Here it is possible to create, search for, open, manage, and delete folders as well as
folder content.
4. Return to the Home tab.
a. Click the Home link.

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Appendix A: Instructor Demonstrations 153

5. Examine the New drop-down menu.
a. Click the New dropdown button to activate the menu.
b. From this menu, it is possible to launch the process for creating a large number of
documents and OBI objects, such as analyses and agents.
c. Click away from the menu to close it.
6. Examine the Get Started section in the lower left-hand corner. For many new OBI authors,
knowing how to get started is practical and what support is available is essential.
a. Point out that a good deal of Help topics can be found here. Explore the OBIEE paged
in Help Contents.
b. The Get Started section provides a number of links that can give authors technical
support and assistance. Open, examine, and close any number of them, as time
permits.
7. Conduct a search. The power of the Home page is visible in the number of features and
functions that are directly accessible. The Search function in the upper right-hand corner is
one of the features that OBI authors often use.
a. While on the Home tab, search for any analyses that contain "Hire" in their titles.
Alternatively, search for analyses with “Payroll” in the title.
b. Click the Search dropdown button to activate the menu.
c. Click the Analysis list item.
d. In the Name field, enter Hire* (or Payroll*).
e. Click the Search button.
f. Scroll through the list of search results appearing on the Catalog tab.
8. Return to the Home tab.
a. Click the Home link.

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154 Appendix A: Instructor Demonstrations

Instructor Demonstration L2-2: Setting OBI Preferences

Demonstration Overview
In this demonstration, you will cover the method for configuring OBI preferences.

Tasks
1. Access My Account. The My Account dialogue box contains the user-defined preferences.
Use it as a starting point for the configuration of your preferences.
a. Click the Signed in As (User ID) dropdown button to activate the menu.
b. Click the My Account list item.
2. Now that the My Account dialogue box displays, configure some of the options so that they
are specific to you.
a. Ensure that the option displaying in the Starting Page drop-down menu is Home Page.
Change it to Home Page if it is not.
b. Examine the preferences set by default on this tab.
3. Work with the BI Publisher Preferences tab. The BI Publisher Preferences tab has two
options related to the language of the locale and the time zone. These determine and affect
the time stamps that arise when publishing documentation.
a. Click the BI Publisher Preferences tab.
b. Change the options in the Report Locale and Report Time Zone dropdown menus to fit
the context of your particular locale and time zone.
4. Look at the Mobile Preferences tab. The Mobile Preferences tab displays one item for
configuring which element appears at the start of any new mobile session.
a. Click the Mobile Preferences tab.
b. In the Starting Page drop-down menu, review the options available in it.
5. Look at the Delivery Options tab. On the Delivery Options tab, users can specify how
documents are transmitted, via the Devices and Delivery Profiles sections.
a. Click the Delivery Options tab.
b. The System Email and System Profile options are selected by default, each in its own
section, and are acceptable within the framework of this course but other devices and
profiles can be added, set up, edited or deleted, as needed.
6. Review Roles and Catalog Groups tab options. The Roles and Catalog Groups tab provides
an informational overview of the roles and groups that the user belongs to.
a. Click the Roles and Catalog Groups tab.
b. If the permissions and groups should change, then this list repopulates accordingly.
7. Save your configured preferences.
a. Click the OK button.

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Appendix A: Instructor Demonstrations 155

Instructor Demonstration L2-3: Running Standard Analyses

Demonstration Overview
In this demonstration, you will show how to run a standard analysis – the Salary Basis report.

Tasks
1. Conduct a search. One way to access the desired standard analysis is to navigate within
folder tree structure in the Folders pane on the Catalog tab. For this demonstration,
however, search for the desired analysis using the search tool.
a. Locate the Search area at the top of the screen.
b. Click the Search dropdown button to activate the menu.
c. Note: Remember, an analysis in OBI is similar to a basic report with columns and rows.
d. Click the Analysis list item.
e. In the Name field, enter salary.
f. Click the Search button.
2. Open the standard analysis.
a. Scroll through the list of search results, showing how the keyword “salary” has
generated multiple results.
b. In the list of search results, locate the Salary Basis report.
c. Click the Open link.
d. Next, explore the data appearing in it. Scroll up and down and use the Rows buttons to
see the entire table and use the Up and Down arrows within the graphic to see all
categories. Show the interactivity of the pie chart.
3. View the options for exporting this analysis.
a. Note the hyperlinks in the lower left-hand corner of the page.
b. Click the Export link.
c. Explore the various export options.
d. Click anywhere away from the menu or press the [Esc] key to close it.
4. Close this analysis and return to the Home tab.
a. Click the Home link.

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156 Appendix A: Instructor Demonstrations

Instructor Demonstration L5-1: Launching New Analyses

Demonstration Overview
In this demonstration, you will explain the process for initiating new analyses.

Tasks
1. Indicate the two places on the Home tab that analyses can be launched from.
a. Show the Analysis option on the New drop-down menu.
b. Show the Analysis link under the Create heading.
c. Use either option to open the Subject Areas dialogue box.
2. Review the Subject Areas dialogue box.
a. Scroll through the list of available subject areas.
b. Point out the description associated with those in the Benefits, Compensation, Human
Resources, Payroll, and Workforce Management subject areas.
c. Select the Workforce Management – Person Real Time subject area.
3. Review the Analysis Editor.
a. Point out that it opens with the Criteria tab by default.
b. Point out the four principal areas: the Subject Areas section, where the columns are
housed, the Selected Columns area, where columns are placed and modified, the
Filters area, where conditions are built, and the Catalog section.
4. Build a simple analysis.
a. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Person ) Person Count, (Person) Person Blood Type, and (Worker)
Country.
b. Delete the Person Blood Type column using the Properties drop-down menu on the
column in the Selected Columns area.
c. Modify the Person Count measure column so that the numerical results are sorted in
descending order, from highest to lowest. Point out the change in icon that shows the
newly selected sorting order.
5. Retrieve and examine the analysis results.
a. Click the Results link and then scroll up and down within the results, if need be.
b. Point out that the results are sorted by descending order of the Person Count column.
c. Move the Person Count column to the right-hand side of the Country column.
d. Click the “Show how results will look on a dashboard” menu button and select one of
the options.
e. Click any of the country abbreviations to show drill-down functionality. Examine the
results, scrolling up and down as necessary.
f. Close the preview. Click the button again and select a different option for comparison.
g. Close the preview.

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Appendix A: Instructor Demonstrations 157

Instructor Demonstration L5-2: Modifying Basic Custom Analyses

Demonstration Overview
In this demonstration, you will describe the ways that it is possible to modify analyses.

Tasks
1. Edit the analysis. This analysis is to be called Ethnic Diversity but there is no information
about ethnicity right now. There has to be at least one column to justify the name.
a. Click Criteria tab and point out the familiar layout with the Subject Areas section on the
left side and the Selected Columns on the right.
b. Add the (Person Ethnicity) Ethnicity column to the analysis.
c. Click the Results tab.
d. Point out the position of the Ethnicity column before rearranging the columns so that
the order left to right is Country, Ethnicity, and Person count.
2. Get the new results.
a. Click Results.
b. Ensure that the order left to right is Country, Ethnicity, and Person count for the
columns.
3. Preview the analysis results in anticipation of displaying them on a dashboard.
a. Click the "Show how results will look on a Dashboard" menu button to preview the
analysis again.
b. Choose a different option.
c. Examine the results, scrolling up and down as necessary.
d. Close the preview.
e. Click the button again and select a different option for comparison.
f. Close the preview.

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158 Appendix A: Instructor Demonstrations

Instructor Demonstration L5-3: Saving Basic Custom Analyses

Demonstration Overview
In this demonstration, you will illustrate the process for saving analyses.

Tasks
1. Save the analysis in question.
a. Mention that the procedure for saving the analysis is comparable to other applications.
b. Click the Save Analysis button in the upper right-hand corner.
c. Specify the folder or location for saving.
d. Give the analysis a name of Ethnic Diversity_(your initials).
e. Click OK.
f. Point out the fact that the name of the newly saved analysis now appears in the
topmost tab of the upper left-hand corner and in the Title container of the compound
layout section of the analysis.
2. Return to the Home tab to review the newly saved analysis there.
a. Click the Home tab.
b. Explain that it is possible to access the newly saved analysis via several methods. It
appears under the Recent heading on the right-hand side.
c. Click the Open link underneath the analysis title.
d. Point out that it appears now as it would on a dashboard.
e. Click the Home tab again.
f. In the upper right-hand corner, click the Open drop-down menu and point out its
position in it.
g. Click the Catalog tab and point out that this reveals the default folder, My Folders, as
well as the analysis, which should be visible and accessible at this point.
h. Click the More drop-down menu under the analysis title and point out that it is possible
to take numerous types of actions on the analysis.

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Appendix A: Instructor Demonstrations 159

Instructor Demonstration L6-1: Adding Filters to Analyses

Demonstration Overview
In this demonstration, you will explain the process for building filters into analyses.

Tasks
1. Work with the analysis created in the last lesson to demonstrate filters.
a. Open the Ethnic Diversity_(your initials) analysis so it can be edited.
b. Return to the Criteria tab.
c. Create a filter by using the Ethnicity column. Click the Properties drop-down menu and
select the Filter option.
d. On the New Filter dialogue box, select the "Is not null" option in the Operator drop-
down menu.
e. Click OK
2. Retrieve and examine the analysis results.
a. Click the Results tab and scroll down.
b. Point out that any row that had a blank for the Ethnicity column has vanished from the
results.
3. Add another filter.
a. Click the Criteria tab.
b. In the Filters section, click the “Create a filter for the current Subject Area” button.
c. Select the Country option.
d. On the New Filter dialogue box, scroll down and select Great Britain (GB) and United
States (US) in the Value drop-down menu.
e. Click OK.
4. Retrieve and examine the analysis results.
a. Click the Results tab and scroll down.
b. Point out that only results for the United Kingdom and the United States remain.

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160 Appendix A: Instructor Demonstrations

Instructor Demonstration L6-2: Modifying Filters

Demonstration Overview
In this demonstration, you will show how to modify filters appearing in an analysis.

Tasks
1. Demonstrate removing filters.
a. Click the Criteria tab.
b. Place the cursor over the Ethnicity filter in the Filters section and click the Delete
button.
2. Demonstrate editing filters.
a. Place the cursor over the Country filter and click the Edit button.
b. On the New Filter dialogue box, select the “is not equal to / is not in” option in the
Operator drop-down menu.
c. In the Value drop-down menu, locate the GB (Great Britain) and US (United States)
options and check them.
d. Click OK.
3. Retrieve and examine the analysis results.
a. Click the Results tab and scroll down.
b. Point out that the results display blanks in the Ethnicity column again and exclude any
data for Great Britain and the United States.
4. Remove all filters.
a. Click the Criteria tab.
b. Place the cursor over the Country filter in the Filters section and click the Delete button.
c. Click the Save button.

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Appendix A: Instructor Demonstrations 161

Instructor Demonstration L6-3: Creating Independent Filters to Modify
Analysis Results

Demonstration Overview
In this demonstration, you will guide participants through the process that creates and saves
independent filters before you then show how to add them to analyses.

Tasks
1. Launch the process for creating independent filters.
a. Click the Home tab.
b. Click the More drop-down menu under the Analysis and Interactive Reporting heading.
c. Select Filter.
d. Select the Workforce Management – Person Real Time subject area.
2. Build the independent filter.
a. Locate and open the Worker folder.
b. Locate and double-click the Country column.
c. On the New Filter dialogue box, select CA (Canada) in the Value drop-down menu.
d. Click OK.
3. Save the independent filter.
a. Click the Save button.
b. Save the filter in any folder but My Folders or its sub-folders.
c. Title the filter Country - Canada.
d. Click OK.
e. Accept the system’s recommended folder on the Confirm Save Location dialogue box
and click OK.
4. Add the independent filter to an analysis.
a. Open the Ethnic Diversity_(your initials) analysis so that it can be edited.
b. Click the Criteria tab.
c. In the Catalog section, locate and double-click the Country - Canada filter.
d. On the Apply Saved Filter dialogue box, click OK.
5. Retrieve and examine the analysis results.
a. Click the Results tab and scroll down.
b. Point out that the results display data only for Canada.
6. Delete the independent filter.
a. Click the Criteria tab.
b. Place the cursor over the Country - Canada filter and click the Delete button.
c. Click the Save button.

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162 Appendix A: Instructor Demonstrations

Instructor Demonstration L6-4: Modifying Analysis Results with
Saved Analyses as Filters

Demonstration Overview
In this demonstration, you will show how to use the results of an existing analysis to filter
another one.

Tasks
1. Create the Nationality, Ethnicity (Asian) and Religion analysis.
a. Click the Analysis option on the New drop-down menu.
b. Select the Workforce Management – Person Real Time subject area.
c. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Person Citizenship > Nationality).
d. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Person Ethnicity > Ethnicity).
e. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Person Type > Person Type).
f. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Person Religion > Religion).
g. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Person > Person Count).
h. Create a filter on the Ethnicity column so that Ethnicity is equal to Asian.
i. Create a filter on the Nationality column so that Nationality is not null.
2. View the results and save the analysis.
a. Click the Results link.
b. Examine the results for the analysis.
c. Click the Save Analysis button in the upper right-hand corner.
d. Specify the folder or location for saving.
e. Give the analysis a name of Nationality, Ethnicity (Asian) and Religion_(your initials).
f. Click OK.
3. Add the results of the Nationality, Ethnicity (Asian) and Religion analysis as a filter.
a. Open the Ethnic Diversity analysis so that it can be edited.
b. Click the Criteria tab.
c. Click the Properties drop-down menu on the Ethnicity column and select Filter.
d. On the New Filter dialogue box and in the Operator drop-down menu, scroll to the very
bottom and select the “is based on results of another analysis” option.
e. Click the Browse button beside the Saved Analysis field.
f. Navigate to and select the Nationality, Ethnicity (Asian) and Religion analysis.
g. Select Ethnicity in the Use values in Column drop-down menu.

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Appendix A: Instructor Demonstrations 163

 h. Click OK.
4. Retrieve and examine the analysis results.
a. Click the Results tab and scroll down, if necessary.
b. Point out that the results display data only for the value of Asian in the Ethnicity
column, based on the filter for the results appearing in the Nationality, Ethnicity (Asian)
and Religion analysis.
5. Delete the independent filter.
a. Click the Criteria tab.
b. Place the cursor over the Ethnicity filter and click the Delete button.
c. Click the Save button.

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164 Appendix A: Instructor Demonstrations

Instructor Demonstration L7-1: Using Selection Steps

Demonstration Overview
In this demonstration, you will explain how to filter out data via selection steps.

Tasks
1. Show how to use selection steps to introduce further conditions that eliminate data from a
newly created analysis.
a. Use the Compensation - Salary History Details Real Time subject area.
b. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Worker) Person Number, (Worker) Name, (Worker) Assignment
Status, (Organization) Organization Name, (Salary Details) Salary Change Date,
(Salary History) Annualized Salary, and (Salary History) Prior Salary.
c. Create a filter on the Salary Change Date and the Prior Salary columns such that the
operator for each displays the “is not null” value.
d. Modify the Salary Change Date measure column so that the date results are sorted in
descending order, from most recent to oldest.
2. Retrieve and examine the analysis results.
a. Click the Results link and then scroll up and down within the results, if need be.
b. Point out that the results are sorted by descending order of the Salary Change Date
column.
c. Save the analysis with a title of Salary Details UK_(your initials) and then a copy of this
analysis.
3. Create a selection step based on the organization name.
a. Expand the Selection Steps section.
b. Under Organization – Organization Name, click “Then, Next Step”, followed by “Select
Members”.
c. Select “Keep Only” from the Action drop-down menu
d. Click the Search button.
e. In the Name drop-down menu, select the Contains option.
f. In the search field, type UK.
g. Click the Search button.
h. Click the Right-pointing double-arrow button to move en masse all displayed members.
i. Click the OK button.
4. Retrieve and examine the analysis results.
a. Scroll down, if necessary.
b. Point out that the selection steps impact the results in such a way that they now only
have kept those organizations that contain “UK” as part of the name.

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Appendix A: Instructor Demonstrations 165

Instructor Demonstration L7-2: Using Selection Steps Based on
Conditions

Demonstration Overview
In this demonstration, you will show how to install selections steps based on conditions within
analyses.

Tasks
1. Demonstrate selection steps based on conditions.
a. Create a copy of the analysis created in the last demonstration.
b. Open the copy so it can be edited.
c. Navigate to the Results tab, if need be, and expand the Selection Steps section.
d. Click the Then, New Step link followed by Apply a Condition under the Worker - Name
heading.
e. Configure the following: Condition Type = Top 10 based on X, Action = Keep only,
Operator = is bottom, Rank = 25, Measure = (Salary History) Annualized Salary
f. Click OK.
2. Retrieve and examine the analysis results.
a. Scroll down, if necessary.
b. Point out that the selection steps impact the results in such a way that the bottom 25
salaries are displayed only.
3. Save and exit.
a. Save the analysis with a title of Salary Details UK Bottom 25_(your initials) and then a
copy of this analysis.
b. Return to the Home page.

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166 Appendix A: Instructor Demonstrations

Instructor Demonstration L8-1: Working with Sections and Table
Prompts

Demonstration Overview
In this demonstration, you will explain how to add sections and table prompts within analyses.

Tasks
1. Demonstrate how to insert sections and table prompts into analyses by first preparing an
existing analysis.
a. Use the Salary Details UK_(your initials) analysis built during the demonstration from
the prior lesson.
b. Retain the two filters but delete the members selection steps.
c. Quickly review the data set.
2. Add the sections and table prompts
a. Click the Edit View (pencil icon) on the Table container to access the Layout section.
b. Click the Sum button found in the Columns and Measures section and insert a grand
total after the last row.
c. Using the drag-and-drop functionality, create a section based on Organization Name
and a table prompt based on Assignment Status.
d. Then switch them around – create a section based on Assignment Status and a table
prompt based on Organization Name.
e. Ask participants which they prefer and why.
f. Finally, make both columns table prompts and ask participants if they like the idea of
two table prompts and why.
3. Save and exit the analysis.
a. Provide it with a title of “Worker Salary As of Date: Sections and Table Prompts_(your
initials)”.
b. Click the Home tab.

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Appendix A: Instructor Demonstrations 167

Instructor Demonstration L8-2: Creating Groups

Demonstration Overview
In this demonstration, you will show how to introduce groups into analyses.

Tasks
1. Show how to set up groups in a newly created analysis.
a. Use the Workforce Management - Absence Real Time subject area.
b. Locate and move the following columns from the Subject Areas section to the Selected
Columns section: (Time) Calendar Year and (Assignment Absences) # of Absences
c. Create a filter for Calendar to show only the last 5 years.
2. Retrieve and examine the analysis results.
a. Click the Results tab and then scroll up and down within the results, if need be.
3. Create a new group.
a. Expand the Selection Steps section.
b. Click the Then, New Step option for the Calendar Year column.
c. Select the Add Groups or Calculated Items option then the New Group option.
d. Name the new group “Current and Previous Year”
e. Move the current and previous year members from the Available field over into the
Selected field.
f. Click OK.
4. With the new group configured, examine the analysis results.
a. Scroll up and down within the results, if need be.
b. Point out the new group.
c. Save the analysis with a title of Absences by Year_(your initials).

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168 Appendix A: Instructor Demonstrations

Instructor Demonstration L8-3: Inserting Calculated Items into
Analyses

Demonstration Overview
In this demonstration, you will explain how to introduce calculated items into analyses.

Tasks
1. Show how to use calculated items in a newly created analysis.
a. Use the analysis created and saved during the previous demonstration in this lesson.
b. If need be, open it up so that it can be edited on the Results tab.
2. Add a calculated item.
a. Expand the Selection Steps section.
b. Click the Then, New Step option for the Calendar Year column.
c. Select the Add Groups or Calculated Items option then the New Calculated option.
d. Name the new calculated item “5-Year Average”
e. In the Function drop-down menu, select the Average option.
f. Move the members for the current and the last four years from the Available field into
the Selected field.
g. Click OK.
3. With the new calculated item now configured, examine the analysis results.
a. Scroll up and down within the results, if need be.
b. Point out the new calculated item.
c. Save the analysis.

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Appendix A: Instructor Demonstrations 169

Instructor Demonstration L9-1: Exploring and Working with the BI
Catalog

Demonstration Overview
In this demonstration, you will show and describe the various parts of the BI Catalog.

Tasks
1. Point out the principal parts of and show how to navigate around the BI Catalog tab.
a. Hover over and show the drop-down menus of the items in the Catalog toolbar and
discuss the function and value of each.
b. Show the Folders section and toggle between the Show Folder Tree and Show Quick
Access Folders buttons.
c. Expand the folders in the folder tree structure to show the hierarchy.
d. Click several folders to show how the folder content section repopulates with each
click.
e. Click the More drop-down menu that appears under an OBI document and discuss the
function and value of the items in the list.
f. Demonstrate the Preview section by clicking an OBI document to highlight it and then
expanding the Preview section itself.
g. Review the items in the Tasks section. Click the More drop-down menu on an OBI
document to show that many of the same items appear in both places.

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170 Appendix A: Instructor Demonstrations

Instructor Demonstration L9-2: Searching within the BI Catalog

Demonstration Overview
In this demonstration, you will explain how to conduct a document search within the BI Catalog.

Tasks
1. Conduct a search within the BI Catalog.
a. Click the Search button on the BI Catalog toolbar.
b. Point out that the search function here adds another feature, which is the Location
drop-down menu, and show the options found in it.
c. Conduct a wildcard search by typing “*” in the Search field, selecting “Shared Folders”
in the Location drop-down menu and “Analysis” in the Type drop-down menu.
d. Review the results.
e. Change the value in the Location drop-down menu.
f. Review the new results.

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Instructor Demonstration L9-3: Examining More Actions on Analyses

Demonstration Overview
In this demonstration, you will illustrate the use of options available on the More Actions drop-
down menu.

Tasks
1. Show some of the features available in the Tasks section and on the More drop-down
menu.
a. Select an OBI document to activate it and the More drop-down menu.
b. Click the Rename button and explain the options appearing on the dialogue box that
opens before cancelling.
c. Add the document to Favorites and show it in the Favorites drop-down menu before
removing it from Favorites.
d. Archive the document, delete it and then unarchive the document to bring in back into
the system.
e. Click the Properties option and review the various sections.
f. Click the Permissions option and review the content available.

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Instructor Demonstration L9-4: Creating Folders

Demonstration Overview
In this demonstration, you will show the process for creating new folders.

Tasks
1. Create a new folder.
a. Select the folder under which the new folder is to appear.
b. Click the Folder option in the New drop-down menu on the BI Catalog toolbar.
c. Name the new folder.
d. Click the new folder to show that it is empty.
2. Move an analysis into the new folder.
a. Locate an analysis created in another lesson and saved in a different folder into this
new folder.
b. Use the Copy and Paste functions in the More drop-down menu or in the Tasks section
to do so.

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Instructor Demonstration L9-5: Printing and Exporting Analyses

Demonstration Overview
In this demonstration, you will explain the process for printing and exporting analyses.

Tasks
1. Show how to print analyses.
a. Use the Print menu to simulate printing an analysis in printable HTML format.
b. Next, contrast this format with the printable PDF format.
c. Ask training participants which format they consider to be more useful.
2. Show how to export analyses to external applications.
a. Use the Export option from the More drop-down menu to simulate exporting an
analysis to PDF.
b. Next, demonstrate with MS PowerPoint and then Data-CSV format.
c. Ask training participants which external application they would most likely export
analyses to and whether it depends on the type of content.

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Instructor Demonstration L10-1: Listing Agents

Demonstration Overview
In this demonstration, you will describe the method for listing all available agents.

Tasks
1. Show how to list all agents that pertain to any user accounts.
a. Click the Catalog link and then the Search button
b. In the Search field, type *, in the Location drop-down menu select All, and in the Type
drop-down menu, select Agent
c. Click the Search button to show the results.
2. Take a closer look at an agent.
a. Click any agent.
b. Show that it can be run right from the More drop-down menu or the Tasks section.
c. Show that it can have its schedule modified or disabled.

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Instructor Demonstration L10-2: Building and Running Agents

Demonstration Overview
In this demonstration, you will show the procedure for establishing and configuring new agents.

Tasks
1. Launch the process for scheduling agents.
a. From the New drop-down menu in the upper-right hand corner, select Agent under the
Actionable Intelligence heading.
b. Point out the fields in the Overview section and how some of them do not really have
relevant data in them.
c. Point out the options available in the toolbar of the upper right-hand corner: Undo, Run,
Save, Save As, Delete.
d. Point out that the General tab is open by default.
e. Review the two radio button groups.
2. Set up a schedule for the agent.
a. On the Schedule tab, point out the options for setting up a time for running the agent.
b. Pick the Monthly option form the Frequency drop-down menu.
c. Configure it so that it runs on the last Friday of every month.
d. Point out the Re-run Agent Every option.
3. Examine the Condition tab.
a. On the Condition tab, explain that conditions can be created to trigger the execution of
the report.
b. Provide the following example: a condition would be established for an analysis that
tracks benefit types. If a particular benefit type is assigned more than 20 times in a
week, for example, the analysis runs, regardless of other scheduling configurations.
4. Configure delivery details.
a. On the Delivery Content tab, enter a subject and locate an analysis with the Browse
button.
5. Select options for recipients.
a. On the Recipients tab, click the Add Email Recipient button and send the analysis to
yourself.
b. Show the Add Recipient functionality also.
6. Ensure that destination details are specified.
a. On the Destinations tab, check and uncheck several options and explain what each
checked or unchecked option means in terms of the means that the analysis would be
delivered by.
b. Select the Email option.

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7. Review options on the Actions tab.
a. On the Actions tab, explain that there are two sections, for true conditions and for false
conditions.
b. Explain that this is how you would build agents within agents and link agents to others.
8. Save and run the agent.
a. Click the save button.
b. Provide a name that easily identifies is as this agent is used in the next demonstration
for this lesson.
c. Save the agent in a folder where it can be retrieved.
d. Point out how the fields in the Overview section now have updated values.
e. Click Run and point out the dialogue box.
f. Point out that the agent has successfully run.

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Instructor Demonstration L10-3: Building and Running Agents with
Condition

Demonstration Overview
In this demonstration, you will show how to turn basic scheduling agents into ones based on
conditions.

Tasks
1. Return to the agent established in the previous demonstration for this lesson.
a. Open the agent so that it can be edited.
2. Establish a condition.
a. On the Condition tab, click the Use a condition option.
b. Click the Create button.
c. Clicking the Browse button next to the Create Condition dialogue.
d. Navigate to and select an analysis.
3. Run a test to ensure the condition is in place.
a. Ensure that the True if Row Count drop-down menu values are selected by default.
b. Click the Test button to ensure that the condition returns a value of True.
c. Change the values in each field to show that the condition can truly be based on what
an organization’s business practices determine.
d. If you cannot get the condition to be true, then use another analysis.
4. Configure delivery details for the conditional agent.
a. On the Delivery Content tab, type the name of the analysis in the subject field.
b. Click the Browse button next to the Content drop-down menu.
c. Navigate to and select the analysis that the drives the condition.
d. Point out the If Condition is False section and that it is possible to send a custom
message to end users informing them of the situation.
5. Move on to the Recipients tab.
a. Click the Add Email Recipient button and on the Enter Email Address dialogue box,
add Robert Shamall. Type his email address robert.shamall@invalidemail.com into the
available field.
6. Configure details on the Destinations tab.
a. Click the Specific Devices option and then the Email option.
7. Access the Actions tab.
a. Show that additional agents can be incorporated or built into this agent if the condition
is true or if the condition is false.

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8. Save the agent and run it.
a. Save the agent with a new name indicating that the agent is one with conditions.
b. Run it and then open up your MS Outlook account to show what the end product looks
like and remind them that if applicable, the document sent could show up as an
attachment.

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Instructor Demonstration L10-4: Managing Agent Alerts

Demonstration Overview
In this demonstration, you will illustrate the function and use of alerts produced by successfully
completed agents.

Tasks
1. Show how to oversee and adjust the features available in agent alerts.
a. Navigate to the Home tab and show where the Alerts section appears.
b. Click on the link that is the name of the analysis sent with the agent appearing on the
left-hand side.
c. Show how to modify and run the agent again from this dialogue box.
d. Scroll up and down within the alert, it is possible view the successfully run analysis
itself.
2. Explore other functions associated with agent alerts.
a. Click the View and More links on the right-hand side of the listed agent alert and show
what functionality they carry
b. Click the Clear link to remove the agent alert.

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Instructor Demonstration L11-1: Exploring Views and View Editors

Demonstration Overview
In this demonstration, you will explain the function and use of the view editor and show views
themselves.

Tasks
1. Work with an analysis created in a previous lesson to explore views.
a. On either the Home or the Catalog tab, use the tools available to locate the Manager
Head Count with Full-Time Equivalent_(your initials) analysis so it can be modified.
b. Underneath the analysis title, click the Edit link.
2. Move containers around within the compound layout.
a. The compound layouts consist of moveable parts, called containers, which work to
change the look and feel of analyses. Click the Title container to be able to drag it. The
Compass arrow should appear.
b. Drop it to the left of the Table container. A long blue line appears to indicate that the
Title container can be dropped into position.
3. Format the Table container.
a. On the Table container, locate the Format Container button.
b. Click the Format Container button.
c. In the Cell section, locate the Background Color drop-down button.
d. Click the Background Color drop-down button.
e. On the Color Selector drop-down menu, select any light color.
f. Click OK.
g. In the Border section, locate the Position drop-down button.
h. Click the Position drop-down button.
i. Select the All option.
j. Locate the Border Style drop-down button.
k. Click the Border Style drop-down button.
l. Select the Thick option.
m. Locate the Border Color drop-down button.
n. Click the Border Color drop-down button.
o. On the Color Selector drop-down menu, select any dark color.
p. Click OK.
q. Expand the Additional Formatting Options section and review.
r. Click OK.
s. Examine the new container formatting.
t. Click the Format Container button.
u. Locate the Clear Cell Format (restore defaults) button.

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 v. Click the Clear Cell Format (restore defaults) button.
w. Click OK.
4. Examine the properties of the Table container.
a. On the Table container, locate the View Properties button.
b. Click the View Properties button.
c. In the Data Viewing section, locate the Fixed headers with scrolling content radio
button.
d. Click the Fixed headers with scrolling content radio button.
e. Locate the Display Folder & Column Headings drop-down menu.
f. Click the Display Folder & Column Headings drop-down menu.
g. Select the As Separate Rows option.
h. In the Row styling section, locate the Enable alternate styling check box.
i. Click the Enable alternate styling check box.
j. Click OK.
k. Note the additional changes to the headings and to the alternate coloring of rows.
l. Click the Save Analysis button.

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Instructor Demonstration L11-2: Creating Graphs

Demonstration Overview
In this demonstration, you will show the procedure for creating graphs.

Tasks
1. Add a new view.
a. Locate the New View drop-down menu on the toolbar located above the Compound
Layout heading.
b. Click the New View drop-down menu.
c. Select the Best Visualization option.
d. A new view is added below the Table container. Scroll down to view it.
e. A bar chart showing head count by location with drop-down menus for the Manager
Name and the Organization Name columns appears.
f. Change the options in the drop-down menu to modify the bar chart.
g. Place the cursor on the various bars to see totals.
2. Modify the bar chart.
a. Click the Edit View button to open up the Layout section.
b. In the Graph Prompts section, locate the Manager Name column to be able to drag it.
c. Drop it in the Excluded section.
3. Examine and move the view.
a. Click the Done button.
b. Scroll down, if need be.
c. Change the options associated with the graph to show its interactive nature.
d. Click the Graph container near the top to be able to drag it. The Compass arrow should
appear.
e. Drop it to the right of the Table container and under the Title container. A long blue line
appears to indicate that the Title container can be dropped into position.

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Instructor Demonstration L11-3: Editing and Formatting Graphs

Demonstration Overview
In this demonstration, you will guide participants through the process for editing and formatting
graphs.

Tasks
1. Edit the graph.
a. Click the Edit View button on the Graph container.
b. Locate the Edit graph properties button on the toolbar above the graph.
c. Click the Edit graph properties button.
2. Configure options on the Graph Properties dialogue box.
a. On the General tab, locate the Legend drop-down menu.
b. Click the Legend drop-down menu.
c. Select the Bottom option.
d. Click the Style link.
e. In the Graph Data section, locate the Style drop-down menu.
f. Click the Style drop-down menu.
g. Select the Pattern Fill option.
h. Locate the 3D checkbox.
i. Click the 3D checkbox.
j. Click the Scale link.
k. Review configuration options related to the graph axes.
l. Click the Titles and Labels link.
m. In the Graph Title section, locate the Use measure name as graph title check box.
n. Deselect the Use measure name as graph title check box.
o. Type Head Count by Organization Name in the Title field.
p. Click OK.
3. Review and exit the analysis/graph combination.
a. Examine the changes brought to the graph. Change the options associated with the
graph to show its interactive nature.
b. Click the Save Analysis button.
c. Click the Home link.
d. Click the Open link under the analysis title.
e. Review the items as end users would see them.
f. Click the Home link.

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Instructor Demonstration L11-4: Adding Conditional Formatting to
Analyses

Demonstration Overview
In this demonstration, you will illustrate the method for bringing conditional formatting into
analyses.

Tasks
1. On the Home tab, launch the procedure for creating analyses.
a. Click the New drop-down menu on the toolbar in the upper right-hand corner.
b. Select the Analysis option.
c. Select the Payroll – Payroll Run Results Real Time subject area.
2. Build the analysis.
a. In the Subject Areas section, expand the Tax Reporting Unit folder to be able to locate
and double-click the Tax Reporting Unit Name column.
b. Expand the Payroll Run Results folder to be able to locate and double-click the Amount
column.
3. Retrieve and examine the analysis results.
a. Click the Results tab.
b. Review the results.
4. Modify the properties of the measure column.
a. Click the Criteria tab.
b. Click the More Actions drop-down menu for the Amount column.
c. Select the Column Properties option.
d. Locate the Conditional Format link at the top of the Column Properties dialogue box.
e. Click the Conditional Format link.
f. On the Conditional Format tab, click the Add Condition button.
g. Select the Amount option.
h. On the New Condition dialogue box, select the is less than option in the Operator drop-
down menu.
i. Type 1000000 in the Value field.
j. Click OK.
k. On the Edit Format dialogue box, locate the Color drop-down menu in the Font section.
l. Select Black.
m. Click OK.
n. Locate the Style drop-down menu.
o. Click the Style drop-down menu.
p. Select the Bold option.

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 q. In the Cell section, locate the Background Color drop-down menu.
r. Click the Background Color drop-down menu.
s. Select Red.
t. Click OK to close the Color Selector dialogue box.
u. Click OK to close the Edit Format dialogue box.
v. On the Conditional Format tab, click the Add Condition button.
w. Select the Amount option.
x. On the New Condition dialogue box, select the is between option in the Operator drop-
down menu.
y. Type 1000000 in the top Value field.
z. Type 25000000 in the bottom Value field.
aa. Click OK.
bb. On the Edit Format dialogue box, locate the Color drop-down menu in the Font section.
cc. Select Black.
dd. Click OK.
ee. Locate the Style drop-down menu.
ff. Click the Style drop-down menu.
gg. Select the Bold option.
hh. In the Cell section, locate the Background Color drop-down menu.
ii. Click the Background Color drop-down menu.
jj. Select Yellow.
kk. Click OK to close the Color Selector dialogue box.
ll. Click OK to close the Edit Format dialogue box.
mm.On the Conditional Format tab, click the Add Condition button.
nn. Select the # Of Absences option.
oo. On the New Condition dialogue box, select the is greater than option in the Operator
drop-down menu.
pp. Type 25000000 in the Value field.
qq. Click OK.
rr. On the Edit Format dialogue box, locate the Color drop-down menu in the Font section.
ss. Select Black.
tt. Click OK.
uu. Locate the Style drop-down menu.
vv. Click the Style drop-down menu.
ww. Select the Bold option.
xx. In the Cell section, locate the Background Color drop-down menu.
yy. Click the Background Color drop-down menu.
zz. Select Green.

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 aaa.Click OK to close the Color Selector dialogue box.
bbb.Click OK to close the Edit Format dialogue box.
ccc. Click OK to close the Column Properties dialogue box.
5. Retrieve and examine the analysis results.
a. Click the Results tab.
b. Review the results.
6. Save the analysis.
a. Click the Save Analysis button in the upper right-hand corner.
b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Payroll - Amount by Tax Reporting
Unit_(your initials).
d. Click OK.

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Instructor Demonstration L12-1: Constructing Trellises

Demonstration Overview
In this demonstration, you will walk participants through the procedure for creating trellises.

Tasks
1. On the Home tab, launch the procedure for creating analyses.
a. Click the New drop-down menu on the toolbar in the upper right-hand corner.
b. Select the Analysis option.
c. Select the Compensation – Workforce Compensation Real Time subject area.
2. Build the analysis.
a. In the Subject Areas section, expand the Business Unit folder to be able to locate and
double-click the Business Unit Name column.
b. Expand the Compensation Budget Pools folder to be able to locate and double-click
the Budget Pool Name column.
c. Expand the Compensation Components and Rewards folder to be able to locate and
double-click the Workers with Compensation column.
3. Create a filter.
a. Click the More Actions drop-down menu on the Workers with Compensation column.
b. Click the Filter option.
c. Click the Operator drop-down menu.
d. Select the is greater than option.
e. In the Value field, type 0.
f. Click OK.
4. Retrieve and examine the analysis results.
a. Click the Results tab.
b. Review the results.
5. Remove the Table view.
a. On the Table container, click the Remove View from Compound Layout button.
6. Add and set up the trellis view.
a. Click the New View drop-down menu.
b. Click the Trellis and then the Simple options.
c. Click the Edit View on the Trellis container.
d. Select the Pie option in the Visualization section.
e. Ensure that the Business Unit Name column is in the Rows section. If it is not drag and
then drop the column there.
f. Ensure that the Workers with Compensation column appears in the Pies section. If it is
not drag and then drop the column there.

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 g. Ensure that the Budget Pool Name column is in the Slices section. If it is not drag and
then drop the column there.
h. Click Done.
7. Examine the analysis results.
a. Point out the format of the pie charts in the trellis.
b. Place the cursor over various slices of the pie charts to demonstrate the interactivity.
8. Save and exit the analysis.
a. Click the Save As button in the upper right-hand corner.
b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Number of Workers with Compensation
by Business Units and Budget Pools_(your initials).
d. Click OK.
e. Click the Home link.

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Instructor Demonstration L12-2: Constructing Gauges

Demonstration Overview
In this demonstration, you will demonstrate the procedure for creating gauges.

Tasks
1. Launch the process for constructing a new analysis.
a. Click the New drop-down menu on the toolbar in the upper right-hand corner.
b. Select the Analysis option.
c. Select the Workforce Performance - Performance Rating Real Time subject area.
2. Build the analysis.
a. In the Subject Areas section, expand the Performance Document Participant folder to
be able to locate and double-click the Role Type column.
b. Expand the Performance Rating folder and then the Performance Rating subfolder to
be able to locate and double-click the Average Section Rating column.
3. Examine the results.
a. Click the Results tab.
b. Review the data.
4. Create the gauge and modify it.
a. Click the New View drop-down menu.
b. Select the Gauge and then the Horizontal Bar options.
c. On the Gauge container, click the Edit View button.
d. Ensure that the Role Type column is in the Rows section.
e. Ensure that the Average Section Rating column is in the Measures section.
f. Click the Edit gauge properties button.
g. On the Gauge Properties dialogue box and on the General tab, locate the Gauges Per
Row field.
h. Type 1 in the Gauges Per Row field.
i. On the Style tab, locate the Gauge Size drop-down menu.
j. Click the Gauge Size drop-down menu.
k. Select the Large option.
l. Click OK.
m. Click the Done button.
5. View, test, and move the gauge.
a. Examine the interactivity of the gauge by placing the cursor on each of the gauges.
b. Drag the Gauge container and drop it to the right of the Table container.

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6. Save and exit the analysis.
a. Click the Save As button in the upper right-hand corner.
b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Average Section Rating by Role
Type_(your initials).
d. Click OK.
e. Click the Home link.

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Instructor Demonstration L12-3: Creating Advanced Analysis Views

Demonstration Overview
In this demonstration, you will learn how to build advanced analysis views in support of other
content displayed in analyses.

Tasks
1. Work with an analysis created in the last lesson’s demonstration.
a. Locate the Payroll - Amount by Tax Reporting Unit_(your initials) analysis so it can be
modified.
b. Underneath the analysis title, click the Edit link.
2. Add the advanced views.
a. Click the New View drop-down menu.
b. Click the Other Views and then Legend options.
c. Click the New View drop-down menu.
d. Click the Other Views and then Narrative options.
e. Click the New View drop-down menu.
f. Click the Other Views and then View Selector options.
3. Modify the Legend view.
a. Click the Edit View button on the Legend container.
b. In the Title field, type Amount per Tax Reporting: Legend.
c. In the 1. Caption field, type Level.
d. In the 1. Sample Text field, type Unacceptable.
e. In the 1. row, click the Format Text button.
f. On the Format Text dialogue box, locate the Color drop-down menu in the Font
section.
g. Select Red.
h. Click OK.
i. Locate the Style drop-down menu.
j. Click the Style drop-down menu.
k. Select the Bold option.
l. In the Cell section, locate the Background Color drop-down menu.
m. Click the Background Color drop-down menu.
n. Select Black.
o. Click OK to close the Color Selector dialogue box.
p. Click OK to close the Edit Format Text dialogue box.
q. Click the Add Caption button.
r. In the 2. Caption field, type Level.

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 s. In the 2. Sample Text field, type Tolerable.
t. In the 2. row, click the Format Text button.
u. On the Format Text dialogue box, locate the Color drop-down menu in the Font
section.
v. Select Yellow.
w. Click OK.
x. Locate the Style drop-down menu.
y. Click the Style drop-down menu.
z. Select the Bold option.
aa. In the Cell section, locate the Background Color drop-down menu.
bb. Click the Background Color drop-down menu.
cc. Select Black.
dd. Click OK to close the Color Selector dialogue box.
ee. Click OK to close the Edit Format Text dialogue box.
ff. Click the Add Caption button.
gg. In the 3. Caption field, type Level.
hh. In the 3. Sample Text field, type Acceptable.
ii. In the 3. row, click the Format Text button.
jj. On the Format Text dialogue box, locate the Color drop-down menu in the Font
section.
kk. Select Green.
ll. Click OK.
mm.Locate the Style drop-down menu.
nn. Click the Style drop-down menu.
oo. Select the Bold option.
pp. In the Cell section, locate the Background Color drop-down menu.
qq. Click the Background Color drop-down menu.
rr. Select Black.
ss. Click OK to close the Color Selector dialogue box.
tt. Click OK to close the Edit Format Text dialogue box.
uu. Click Done.
vv. View the changes.

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4. Modify the Narrative view.
a. Click the Edit View button on the Narrative container.
b. Type This analysis shows the total amount by tax reporting unit: in the Prefix field.
c. Highlight the text that you have just entered in the Prefix field.
d. Locate the Bold button.
e. Click the Bold button.
f. Click after the final character in the Prefix field to put the insertion point in at the end.
g. Put two line breaks after the text by clicking the Line Break button twice.
h. In the Narrative field, type @1. This creates a list of the business units displayed in the
analysis.
i. Click after the final character in the Narrative field to put the insertion point in at the
end.
j. Put two line breaks after the text by clicking the Line Break button twice.
k. In the Postfix field, type Please audit those tax reporting units marked in red
immediately and generate a report. Please continue to monitor closely those tax
reporting units marked in yellow and generate a report at the end of the fiscal quarter.
l. Highlight the text that you have just entered in the Postfix field.
m. Click the Bold button.
n. Click Done.
o. View the changes.
5. Modify the View Selector view.
a. Click the Edit View button on the View Selector container.
b. In the Caption field, type Analysis: Absences by Business Unit for the Current Year.
c. Locate the Caption Position drop-down menu.
d. Click the Caption Position drop-down menu.
e. Select the Above option.
f. Click in the Available Views table.
g. Press the CTRL key and select the Legend, Narrative, and Ticker options in the
Available Views field.
h. Locate the Move Right button.
i. Click the Move Right button.
j. Click Done.
6. Keep only the Table container and View Selector view and reposition it.
a. Click the Remove View from Compound Layout button on the Legend container.
b. Click the Remove View from Compound Layout button on the Narrative container.
c. Click the Remove View from Compound Layout button on the Ticker container.
d. Click the View Selector container to be able to drag it. The Compass arrow should
appear.
e. Drop it between the Title and the Table containers.

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7. Review the View Selector container.
a. Click the View Selector drop-down menu.
b. Change the options several times.
8. Save the analysis in question and exit it.
a. Click the Save Analysis button.
b. Click the Home link.

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Instructor Demonstration L13-1: Configuring Analysis Properties

Demonstration Overview
In this demonstration, you will show how to select the properties desired for analyses.

Tasks
1. Work with an analysis created in a previous lesson to demonstrate filters.
a. Locate the Ethnic Diversity_(your initials) analysis so it can be modified.
b. Underneath the analysis title, click the Edit link.
2. Edit the analysis.
a. Click the Criteria link, if need be.
b. Click the More Actions drop-down button on the Person Count column.
c. Select the Filter option.
d. Click the Operator drop-down menu on the New Filter dialogue box.
e. Select the is greater than option.
f. In the Value field, type 1500.
g. Click OK.
h. Click the More Actions drop-down button on the Ethnicity column.
i. Select the Filter option.
j. Click the Operator drop-down menu on the New Filter dialogue box.
k. Select the is not null option.
l. Click OK.
3. Edit analysis properties.
a. Locate the Edit Analysis Properties button on the toolbar above Selected Columns
section.
b. Click the Edit Analysis Properties button.
c. On the Results Display tab of the Analysis Properties dialogue box, locate the No
Results Settings drop-down menu.
d. Click the No Results Settings drop-down menu.
e. Select the Display Custom Message option.
f. In the Header field, type “No Results Available”.
g. In the Message field, type “The columns selected and any filters created do not
generate any results. Please examine your criteria and try again”.
h. Click the Interactions link.
i. On the Interactions tab, locate the All Interactions checkbox.
j. Select the All Interactions checkbox. Every possible interaction is now available for use
when right-clicking.
k. Locate the Restore Admin Settings button.

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 l. Click the Restore Admin Settings button. Note what options remain checked by default.
m. Locate the Hide Columns checkbox.
n. Select the Hide Columns checkbox.
o. Click the Data link.
p. On the Data tab, locate the Exclude from existing views, but display in new views radio
button.
q. Select the Exclude from existing views, but display in new views radio button.
r. Click OK.
4. Examine the results of configuring the analysis properties.
a. Click the Results link.
b. Examine the message that displays since no results are returned.
5. Edit the analysis again.
a. Click the Criteria link.
b. Delete the Greater Than 1500 filter added earlier in this practice.
c. Add a new column. In the Subject Areas section, expand the Person Type folder to be
able to scroll down, locate, and double-click the Person Type column.
6. Reexamine the results.
a. Click the Results link.
b. Observe that the Person Type column does not appear. This occurs since the Exclude
from existing views, but display in new views option is selected.
c. Place the cursor over one of the column headings in the Table container and right-
click.
d. Locate the Include Column option.
e. Select the Include Column and then the Person Type options. The previously added
but excluded column now appears in the analysis.
f. Move the Person Type column to the left of the Ethnicity column.
7. Save the analysis.
a. Click the Save Analysis button.

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Instructor Demonstration L13-2: Working with Column Selectors

Demonstration Overview
In this demonstration, you will show how to use the solution to introduce column selectors.

Tasks
1. Modify the analysis used in the previous exercise.
a. Click the Save As button.
b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Column Selector_ Ethnic Diversity_(your
initials).
d. Click OK.
2. Add the column selector functionality.
a. Click the New View drop-down menu.
b. Select the Other Views and then the Column Selector options.
c. Scroll down to the Column Selector container.
d. Click the Column Selector container to be able to drag it. The Compass arrow should
appear.
e. Drop it between the Table and the Title containers.
f. Click the Edit View button on the Column Selector container.
g. Building a column selector for requisition locations can now begin on Column 1, the
Country column.
h. Click the Include Selector option.
i. In the Subject Areas section, expand the Worker folder to be able to scroll down,
locate, and double-click the City, Region 1, Region 2, and Region 3 columns in the
Subject Areas section. Observe that these four columns now appear in Column 1.
j. Click the Done button.
3. Review the functionality in the analysis.
a. Click the Column Selector drop-down menu.
b. Select the City option.
c. Review the updated analysis results.
d. Click the Column Selector drop-down menu.
e. Select another option.
f. Review the updated analysis results.
4. Save the analysis in question and exit it.
a. Click the Save Analysis button.
b. Click the Home link.

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Instructor Demonstration L13-3: Configuring Master-Detail Channels

Demonstration Overview
In this demonstration, you will guide participants through the configuration options necessary for
master-detail channels.

Tasks
1. On the Home tab, launch the procedure for creating analyses.
a. Click the New drop-down menu.
b. Select the Analysis option.
c. Select the Workforce Goals – Goal Alignments Real Time subject area.
2. Build the analysis.
a. In the Subject Areas section, expand the Business Unit folder to be able to locate and
double-click the Business Unit Name column.
b. Expand the Department folder to be able to locate and double-click the Name and
Department Set Name columns.
c. Expand the Goal Alignments and then the Goal Alignment Details sub-folder to be able
to locate and double-click the Goal Name and Goal Plan Goal Priority columns.
d. Expand the Goal Alignment folder to be able to locate and double-click the Count of
Aligned Goals and Count of Aligned Assignments columns.
3. Retrieve and examine the analysis results.
a. Click the Results link.
b. Review the results.
4. Exclude all but three columns in the Table view.
a. Click the Edit View button on the Table container.
b. Locate the Name column in the Columns and Measures section.
c. Click the Name column to be able to drag it.
d. Drop it into the Excluded section.
e. Repeat steps a. and b. for the Department Set Name, Goal Name and Goal Plan Goal
Priority columns. Only the Business Unit Name, Count of Aligned Goals and Count of
Aligned Assignment columns remain, in that order.
f. Click Done.
5. Modify the analysis with two other views.
a. Click the New View drop-down menu.
b. Select the Best Visualization option.
c. Click the New View drop-down menu.
d. Select the Graph and then the Pie options.

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6. Modify the first new view.
a. Click the Edit View button on the Graph container.
b. Drag and drop the Business Unit Name column into the Sections section.
c. In the Sections section, select the Display as Slider checkbox.
d. Ensure that the Goal Name column is in the Points section of the Scatter Graph Points
section. If not, drag and drop it there.
e. Ensure that the Goal Plan Goal Priority column is in the Vary Color By section of the
Scatter Graph Points section. If not, drag and drop it there.
f. Drag and drop all other columns into the Excluded section.
g. Click Done.
7. Modify the second new view.
a. Click the Edit View button on the Graph (2) container.
b. Drag and drop the Business Unit Name column into the Sections section.
c. In the Sections section, select the Display as Slider checkbox.
d. Ensure that the Name column is in the Slices section of the Pies and Slices section. If
not, drag and drop it there.
e. Locate the Department Set Name column, which is in the Pie section of the Pies and
Slices section. If it is not there, locate it elsewhere in the Layout section.
f. Drag and drop the Department Set Name column into the Excluded section.
g. Drag and drop all other columns into the Excluded section.
Click Done.
8. Save the analysis.
a. Click the Save Analysis button in the upper right-hand corner.
b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Goal Alignment by Business Unit_(your
initials).
d. Click OK.
9. Add the master channel.
a. Click the Criteria link.
b. Click the More Actions drop-down menu on the Business Unit Name column.
c. Select the Column Properties option.
d. On the Column Properties dialogue box, click the Interaction link.
e. In the Value section, click the Primary Interaction drop-down menu.
f. Select the Send Master-Detail Events option.
g. In the Specify Channel field, type LINK.
h. Click OK.
10. Add the detail channels.
a. Return to the Results tab.

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200 Appendix A: Instructor Demonstrations

 b. Click the Results link.
c. Click the Edit View button on the Graph container.
d. Click the Edit graph properties button.
e. On the General tab of the Graph properties dialogue box, select the Listen to Master-
Detail Events checkbox.
f. Type LINK in the Event Channels field.
g. Click OK.
h. Click Done.
i. Click the Edit View button on the Graph (2) container.
j. Click the Edit graph properties button.
k. On the General tab of the Graph properties dialogue box, select the Listen to Master-
Detail Events checkbox.
l. Type LINK in the Event Channels field.
m. Click OK.
n. Click Done.
11. Reposition the Graph container.
a. Click the title on the Graph container so that it can be dragged.
b. Drop the Graph container to the right of the Table container. A dark blue line appears
on the right of the Table container to indicate the correct position to drop the Graph
container into.
12. Save and exit the analysis.
a. Click the Save Analysis button in the upper right-hand corner.
b. Click the Home link.
13. Open the analysis to view the master-detail channels in action.
a. Locate the Goal Alignment by Business Unit _(your initials) analysis.
b. Click the Open link under the analysis name.
c. Scroll up and down to point out the table and the two graphs.
d. On the table, click the UK Business Unit option in the Business Unit Name column.
e. Scroll down and observe the change in results in the graphs.
f. On the table, click another option in the in the Business Unit Name column.
g. Again scroll and point out that there is a change in results in the graphs.
h. Click the Home link.

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Instructor Demonstration L14-1: Configuring Bins

Demonstration Overview
In this demonstration, you will walk participants through the method for configuring bins.

Tasks
1. On the Home tab, launch the procedure for creating analyses.
a. Click the New drop-down menu.
b. Select the Analysis option.
c. Select the Workforce Management – Worker Assignment Event Real Time subject
area.
2. Build the analysis.
a. In the Subject Areas section, expand the Job folder to be able to locate and double-
click the Job Function Name column.
b. Expand the Worker Assignment folder to be able to locate and double-click the
Assignment Count, Full-Time Equivalent and Head Count columns.
3. Retrieve and examine the analysis results.
a. Click the Results tab.
b. Review the results.
4. Modify the columns in the analysis with bins.
a. Click the Criteria link.
b. Click the More Actions drop-down menu for the Job Function Name column.
c. Select the Edit Formula option.
d. Click the Bins link on the Edit Column Formula dialogue box.
e. Locate the Add Bins button in the lower left-hand corner.
f. Click the Add Bins button.
g. On the New Filter dialogue box that opens, click the Value drop-down menu.
h. Locate and select the Administrative and Managerial options.
i. Click OK.
j. Name the bin Management.
k. Point out that a bin now appears on the Bins tab in the upper left-hand corner. Mention
that it is possible to edit the bin members, change the bin name or delete the bin. Click
the Add Bins button.
l. On the New Filter dialogue box that opens, click the Value drop-down menu.
m. Locate and select the Production and Sales options.
n. Click OK.
o. Name the bin Labor.
p. Select the Create a bin for all other values option.
q. Name the bin Other.

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 r. Click OK.
s. Click OK.
5. View the results with the bin.
a. Click the Results link.
b. Use the navigation tools to examine the results. Observe that the Job Function Name
column now has three bins that group the data displayed in the other two columns.
6. Add an appropriate view.
a. Click the New View drop-down menu.
b. Select the Recommended Visualization for and then Comparing Values options.
7. View the results for the binned bar chart.
a. Point out how binning the data has created a graph that makes the data easier to
compare in terms of the data set parts.
b. Place the cursor on various parts of the bar chart to show its interactivity.
8. Save and exit the analysis.
a. Click the Save Analysis button.
b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Head Count Data by Job Function_(your
initials).
d. Click OK.
e. Click the Home link.

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Instructor Demonstration L14-2: Using Set Operators

Demonstration Overview
In this demonstration, you will show the procedure for structuring combined analyses with set
operators.

Tasks
1. Create a new analysis. On the Home tab, launch the procedure for creating analyses.
a. Click the New drop-down menu.
b. Select the Analysis option.
c. Select the Workforce Management - Worker Assignment Real Time subject area.
2. Build the first analysis.
a. In the Subject Areas section, expand the Job folder to be able to locate and double-
click the Name and Code columns.
b. Expand the Worker Assignment folder to be able to double-click the Assignment Count
and Head Count columns.
3. Use the set operators.
a. Above the upper right-hand corner of the Analysis Editor, locate the Combine results
based on union, intersection, and difference operations button.
b. Click the Combine results based on union, intersection, and difference operations
button.
c. Select the Workforce Management – Worker Assignment Event Real Time subject
area.
d. Locate the Operator drop-down menu.
e. Ensure that Union is the option selected in the Operator drop-down menu by clicking it.
f. Drag the Filters section downward to be able to see the set operator framework, if need
be.
4. Create the second analysis.
a. In the Subject Areas section, expand the Job folder to be able to locate and double-
click the Name and Code columns.
b. Expand the Assignment Event folder to be able to double-click the # of Hires and # of
Promotions columns.
5. View the combined analysis.
a. Click the Results tab.
b. Observe that the Union set operator has worked to show the combined parts of both
analyses. If relevant for a particular worker, there will be two rows for the Assignment
Count and Head Count columns, highlighting the union of the data from both analyses.
6. Save the analysis in question and exit it.
a. Click the Save Analysis button in the upper right-hand corner.

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 b. The Temp folder should be selected by default. If it is not, then in the Folders section,
locate and select it.
c. In the Name field, give the analysis a name of Jobs: Assignment Details_(your initials).
d. Click OK.
e. Click the Home link.

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Appendix A: Instructor Demonstrations 205

Instructor Demonstration L16-1: Building Dashboards

Demonstration Overview
In this demonstration, you will illustrate the procedure for creating new dashboards and show
where they can be saved.

Tasks
1. Set up the preliminary details for the dashboard.
a. Click the Dashboard link in the upper left-hand corner.
b. In the Name field, provide an easily recognizable name.
c. In the Description field, provide a description
d. Point out that you could change the location but keep the default location.
e. Point out the two radio buttons – Add content now/Add content later.
f. Click OK.
g. Navigate to the Temp folder to show that it is saved there.

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Instructor Demonstration L16-2: Inserting Dashboard Content

Demonstration Overview
In this demonstration, you will show the procedure for inserting content onto dashboards.

Tasks
1. Create the structure for the content.
a. Point out the Dashboard Objects section in the upper left-hand corner.
b. Explain each of the Dashboard Objects items.
c. Point out the editing section that takes up the right-hand side.
d. Show the drag-and-drop functionality by dragging a column into the Drop Content Here
section.
e. Show the drag-and-drop functionality by dragging a section into Column 1.
2. Add and manipulate content.
a. Point out the Catalog section and navigate to where your content that you have created
in demonstrations of earlier lessons is stored.
b. Drag and drop an analysis into the section you created.
c. Delete the analysis and delete the section.
d. Add another section and another analysis.
e. Show how to modify the properties of the section.
f. Show how to modify the properties of the column.
3. Add another page.
a. Click the Add Dashboard Page icon.
b. Click Yes if prompted to save.
c. Name it Graphs.
d. Add one column with two sections.
e. Show that dragging a section automatically adds a column.
f. Add the two views created in an earlier demonstration
g. Show that you can reorder the sections by dragging and dropping the graph itself to a
new position.
h. Delete any empty sections that remain.
i. Show that you can preview the page.
4. View the dashboard.
a. Save the dashboard.
b. Click the Run button.
c. Show the interactive nature of dashboards by clicking on drop-down menus or by
drilling down.

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Instructor Demonstration L16-3: Configuring Dashboard Preferences
with Tools

Demonstration Overview
In this demonstration, you will describe the method for configuring dashboard preferences with
Tools.

Tasks
1. Access Dashboard Tools.
a. Return to the dashboard in Edit mode.
b. In the upper right-hand corner, click the Tools drop-down menu.
c. Select the Dashboard Properties option.
2. Configure the dashboard on the dialogue box that opens.
a. Change the default style to any other.
b. Change the page size so that it fills the browser window.
c. Rename “page 1” to “Analyses” by clicking “page 1” in the Pages column and then the
Rename button.
d. Reorder the pages so that the Graphs page appears first.
e. Click OK.
3. Test the newly configured options for the dashboard.
a. Click Save.
b. Run the dashboard.
c. In the upper right-hand corner of the dashboard, click the Page Options drop-down
menu.
d. Point out the available options.
e. Close the menu.

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Instructor Demonstration L16-4: Configuring Dashboard Preferences
in My Account

Demonstration Overview
In this demonstration, you will explain the procedure for configuring dashboard preferences
within My Account.

Tasks
1. Return to the Home tab.
a. Click the Home link.
2. Access the dashboard configuration options in My Account.
a. In the upper right-hand corner, click the Signed In As (user ID) drop-down menu.
b. Click the My Account option.
c. Click the Starting Page drop-down menu.
d. Select the dashboard built during the previous demonstrations of this lesson.
e. Click OK.
3. Test to ensure that the dashboard is the first item viewed.
a. Sign out of OBI.
b. Sign back in.
c. If configured properly, then the dashboard should appear first.

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Instructor Demonstration L16-5: Viewing Available Dashboards and
Reports on Oracle Applications Customer Connect

Demonstration Overview
In this demonstration, you will go to Oracle Applications Customer Connect and view available
dashboards.

Tasks
1. Sign in and navigate.
a. Go to https://appsconnect.oracle.com/.
b. Click Sign In and enter your Username and Password.
c. Under Forums click Human Capital Mgmt.
2. View the available resources on Customer Connect.
a. Under Global Human Resources, click Reporting and Analytics for HCM Cloud.
b. Point out the various sections on this page, such as forum posts, recent topics, and
quick links.
c. Under Quick Links, click HCM Cloud Report Sharing Center.
d. Pont out the various dashboards and reports available.
e. Under Dashboards, click Sample Line Manager Dashboard of KPIs and Drills.
f. Review the description of the available content, instructions for adding the reports to an
environment, and the image of the dashboard.

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