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1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 6: Navigation in OBIEE – Completing the Tour of.

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Presentation on theme: "1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 6: Navigation in OBIEE – Completing the Tour of."— Presentation transcript:

1 1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header This course, Introduction to OBIEE, provides a high-level overview of the basic elements and navigation in OBIEE, the SWIFT Data Warehouse query and reporting tool. OBIEE (Oracle Business Intelligence Enterprise Edition) provides State of Minnesota agencies the ability to retrieve and present financial and human resources data from the SWIFT Data Warehouse in a variety of formats including queries, reports and dashboards. OBIEE delivers a user-friendly business intelligence platform that makes it simple to access data, whether the user is running pre- built queries and reports or creating them from the ground up. This course is recorded as a PowerPoint presentation, allowing you to review it at your own pace. Click your mouse or use your keyboard arrow keys to advance slides. Red boxes shown in demonstrations are intended to simulate mouse clicks in OBIEE. NOTE: Many of the screenshots in this course were recorded in a demonstration environment. Data displayed in the examples provided does not reflect actual State of Minnesota data.

2 2 Lesson 6: Navigation in OBIEE Completing the Tour of the Global Header Lesson 6 concludes our discussion of navigating the global header in OBIEE. The lesson will introduce: Some additional navigational links in the Global Header How to find information about your own OBIEE user account, including personal settings and security

3 3 OBIEE Catalog Page Let’s take a look at the next item in the Global Header, Dashboards. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

4 4 OBIEE Catalog Page Click the Dashboards dropdown. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

5 5 OBIEE Catalog Page Links to the dashboards you have security clearance to are displayed. This provides a convenient way to navigate to any dashboard that you have clearance to. The dashboard most recently accessed appears on top of the list. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

6 6 OBIEE Catalog Page You can easily navigate to a different dashboard by clicking its name from this list. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

7 7 OBIEE Catalog Page Click the New dropdown. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

8 8 OBIEE Catalog Page This menu provides a starting point for you to begin creating a new item in OBIEE. The options provided in the menu vary depending on your security clearance. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

9 9 OBIEE Catalog Page Click the Open dropdown. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

10 10 OBIEE Catalog Page Links to items you’ve accessed most recently and most often appear in this menu, which is constantly updated while you work. (similar to the Recent and Most Popular sections of the Home page). You could open any of these items by clicking its link. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

11 11 OBIEE Catalog Page Or, if the OBIEE item that you’d like to open isn’t in the list, you could click Open… to browse the Catalog folders to find and open what you’re looking for. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

12 12 OBIEE Catalog Page Note that your name appears in the Signed In As area of the Global Header. The user name provides a link to an area for viewing and modifying your OBIEE account settings. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

13 13 OBIEE Catalog Page Click on the name Brown, Charles. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

14 14 OBIEE Catalog Page Click My Account. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

15 15 OBIEE Global Header The My Account page provides a series of tabbed pages that provide you with information about your OBIEE user account. The first tabbed page, Preferences, allows you to make some choices about how you interact with OBIEE. Let’s highlight a couple of the options. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

16 16 OBIEE Global Header The Starting Page field indicates the page that you first see when you sign in to OBIEE. By default, this has been set to the OBIEE Support dashboard. You may click the Starting page dropdown to select a different Starting page, if you’d like (as shown in this example). Reminder (in case you change your Starting Page): You can access the OBIEE Support dashboard at any time, by clicking Dashboards, then OBIEE Support from the Global Header. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

17 17 OBIEE Global Header Don’t make changes to the Locale, User Interface Language or Time Zone. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

18 18 OBIEE Global Header Accessibility Mode is for those using screen reading software. This is turned off by default. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

19 19 OBIEE Global Header The state of Minnesota has not implemented the BI Publisher. Disregard this tab. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

20 20 OBIEE Global Header The state of Minnesota has not implemented Delivery Options. Disregard this tab. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

21 21 OBIEE Global Header Click the Roles and Groups tab. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

22 22 OBIEE Global Header The Roles and Groups page displays the OBIEE security roles that have been assigned to you, including any: General Warehouse roles and SWIFT or SEMA4 data roles Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

23 23 OBIEE Global Header Click the X to exit the My Account page. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

24 24 OBIEE Catalog Page This completes our tour of the OBIEE Global Header. Lesson 6: Navigation in OBIEE – Completing the Tour of the Global Header

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