1. 1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 5: Navigation in OBIEE – Touring the Catalog Page 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 5: Navigation in OBIEE Touring the Catalog Page Lesson 5 continues our discussion of navigation in OBIEE. We’ll start where we left off on the OBIEE Home Page and make our way to the OBIEE Catalog Page, where you find, access, and organize the objects in OBIEE (like analyses and dashboards, etc.) for which you have security clearance. The lesson will introduce: The structure of the OBIEE catalog How to conduct searches for OBIEE objects, such as analyses and dashboards The tools that are available in the catalog How to organize OBIEE files in the catalog

3. 3 OBIEE Home Page Let’s take a look at the Catalog page. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

4. 4 OBIEE Home Page The Catalog page can be accessed in several different ways: Lesson 5: Navigation in OBIEE – Touring the Catalog Page

5. 5 OBIEE Home Page …by launching a search from the global header Lesson 5: Navigation in OBIEE – Touring the Catalog Page

6. 6 OBIEE Home Page …by clicking one of the options in the Browse/Manage section of the Home page, or.. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

7. 7 OBIEE Home Page by clicking the Catalog link in the global header. Let’s do that. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

8. 8 OBIEE Home Page Click the Catalog link. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

9. 9 OBIEE Catalog Page All OBIEE items, (i.e. analyses, dashboards, etc.), are saved in folders within OBIEE’s Catalog. You can access all items that you have created and saved in OBIEE, plus any shared items that you have security clearance to from the Catalog page. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

10. 10 OBIEE Catalog Page The Catalog page allows you to: Organize your OBIEE files Find and access all items (like analyses and dashboards, etc.) that you have created and saved in OBIEE, plus any shared items that you have security clearance to Move items by dragging and dropping them to different locations within the Catalog Lesson 5: Navigation in OBIEE – Touring the Catalog Page

11. 11 OBIEE Catalog Page Let’s tour the various components of the Catalog page. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

12. 12 OBIEE Catalog Page The Folders pane displays the OBIEE folders and their contents in an expandable tree structure. Within that structure, you can find all items that you have clearance to, organized in two primary folders: 1.My Folders 2.Shared Folders Lesson 5: Navigation in OBIEE – Touring the Catalog Page

13. 13 OBIEE Catalog Page My Folders is your personal folder, where you organize and save your own work. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

14. 14 OBIEE Catalog Page Shared Folders is where you’ll find items that are shared with OBIEE users within your agency or statewide. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

15. 15 OBIEE Catalog Page As with other Windows software, you can expand the folders by clicking the + [expand button] or by double-clicking on the folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

16. 16 OBIEE Catalog Page Click the + button to expand the My Folders folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

17. 17 OBIEE Catalog Page The contents of the expanded folder display below the name of the folder. In this example, more folders are available within My Folders. Let’s expand one of those folders. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

18. 18 OBIEE Catalog Page Double-click the Regional Revenue folder. Double clicking the folder will both expand and select the folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

19. 19 OBIEE Catalog Page Notice that Regional Revenue is now highlighted in blue. This indicates that it’s the selected folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

20. 20 OBIEE Catalog Page Once a folder is selected, the full contents of that folder appear over here in the Catalog area. Links are available under each item to initiate tasks (i.e., Expand, Open, Edit, and More). The task options under each item are determined by the type of item and your security clearance. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

21. 21 OBIEE Catalog Page The Tasks pane provides a spot to launch specific tasks that are available for any item that you select in the Catalog. The types of tasks listed are determined by the type of item selected, and your security clearance. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

22. 22 OBIEE Catalog Page Note that the item selected in the Folders pane (in this case, the Regional Revenue folder) is listed in the Tasks pane, with links for all available tasks listed below. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

23. 23 OBIEE Catalog Page Just a tip.. This little arrow allows you to collapse (and restore) the Folders and Tasks panes. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

24. 24 OBIEE Catalog Page Let’s take a closer look at the Catalog area, referenced earlier. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

25. 25 OBIEE Catalog Page This area of the Catalog page, the “Catalog area,” displays items that you browse to and select using the Folders pane. It also displays results when you launch a search. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

26. 26 OBIEE Catalog Page You may use this pane to move items by dragging and dropping them to different areas within the Catalog. You can drag and drop items within the Catalog area, or from the Catalog area to the Folders pane. Let’s try that next. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

27. 27 OBIEE Catalog Page The Catalog Area currently displays the contents of the selected folder, Regional Revenue. Notice the scroll bar at the right. That scroll bar tells us that there are more items to be found below. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

28. 28 OBIEE Catalog Page Click the scroll bar to view the rest of the items in the folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

29. 29 OBIEE Catalog Page Let’s drag the Sales Rep Summary analysis from: The Regional Revenue folder to: The Financials folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

30. 30 OBIEE Catalog Page Click the icon to the left of Sales Rep Summary to select it. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

31. 31 OBIEE Catalog Page Normally, you’d hold your mouse button and drag to the destination. In this training environment, we’ll simulate that by having you click on the destination folder in the Folders pane. Click on Financials to drop the analysis into that folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

32. 32 OBIEE Catalog Page The analysis, Sales Rep Summary, has been moved from its original location. Let’s open the destination folder, Financials to view the contents of that folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

33. 33 OBIEE Catalog Page Double-click on Financials to view the contents of that folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

34. 34 OBIEE Catalog Page Here is Sales Rep Summary, the analysis that we moved from the Regional Revenue folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

35. 35 OBIEE Catalog Page Let’s return to the Regional Revenue folder. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

36. 36 OBIEE Catalog Page Double-click the Regional Revenue folder icon in the Folders pane. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

37. 37 OBIEE Catalog Page You can control the Catalog area’s display by using the Type and Sort dropdown lists. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

38. 38 OBIEE Catalog Page By default, All types of OBIEE items appear in the Catalog area. Click the Type dropdown to view the available types of files to display. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

39. 39 OBIEE Catalog Page If you wanted to limit the display to a particular type of OBIEE item, you could select it from this list. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

40. 40 OBIEE Catalog Page By default, items in the Catalog area are sorted alphabetically, in ascending order. Click the Sort dropdown to view the available sorting options. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

41. 41 OBIEE Catalog Page You may sort the items appearing in the Catalog area by: Name Item Type Date last modified Owner (who created the item) Lesson 5: Navigation in OBIEE – Touring the Catalog Page

42. 42 OBIEE Catalog Page Use the Show More Details checkbox to display more information about certain types of items. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

43. 43 OBIEE Catalog Page The Preview pane allows you to take a look at any item you select in the Catalog. This pane is opened by clicking its + button. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

44. 44 OBIEE Catalog Page Let’s take a look at the Catalog page’s Search pane. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

45. 45 OBIEE Catalog Page There are a couple of ways to launch a search in OBIEE. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

46. 46 OBIEE Catalog Page You can launch a search at any time using the Search fields in the global header. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

47. 47 OBIEE Catalog Page Or you can open the Catalog page’s Search pane. Let’s try that. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

48. 48 OBIEE Catalog Page Click the Search (binoculars) button in the Catalog page tool bar. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

49. 49 OBIEE Catalog Page The Folders pane is replaced by the Search pane. Let’s search for a specific analysis called Revenue Stats by Region. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

50. 50 OBIEE Catalog Page The first step is to enter Revenue Stats by Region in the Name field. Click the Name field. (We’ll enter the name for purposes of this demonstration.) Lesson 5: Navigation in OBIEE – Touring the Catalog Page

51. 51 OBIEE Catalog Page The Location field allows you to narrow or expand the search. Click the Location drop down. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

52. 52 OBIEE Catalog Page By default, the search Location is set to the Catalog folder you were viewing when you launched your search. You can broaden your search by selecting either: All My Folders Shared Folders Lesson 5: Navigation in OBIEE – Touring the Catalog Page

53. 53 OBIEE Catalog Page Let’s limit our search to My Folders. Click My Folders. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

54. 54 OBIEE Catalog Page The Type field allows you to select what type of OBIEE item you’d like to search for. Click the Type drop down. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

55. 55 OBIEE Catalog Page All available OBIEE item types are listed. You could select All types, or narrow your search to the type of item you’re looking for. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

56. 56 OBIEE Catalog Page We’re searching for an analysis. Click Analysis. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

57. 57 OBIEE Catalog Page Now that your criteria have been entered, Click the Search button. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

58. 58 OBIEE Catalog Page The search results, along with the task options for the analysis, are displayed in the Catalog area. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

59. 59 OBIEE Catalog Page Let’s try another search. This time, let’s assume we want to find all items with the word Region in the name, in all locations we have clearance to. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

60. 60 OBIEE Catalog Page Let’s launch this search from the search fields in the global header. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

61. 61 OBIEE Catalog Page Enter the word Region in the Global Header’s Search field. Click in the Search field. (We’ll enter the word for purposes of this demonstration.) Lesson 5: Navigation in OBIEE – Touring the Catalog Page

62. 62 OBIEE Catalog Page Click the arrow button to kick off the search. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

63. 63 OBIEE Catalog Page The search found 22 items in the Catalog that include “Region” in the name. From here, you could scroll through the list of items to select the item you’re looking for. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

64. 64 OBIEE Catalog Page Now that we’ve completed our searches, let’s return to the Regional Revenue folder. Double-click this Regional Revenue folder to select and expand it. The Folders pane at the left will re- open. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

65. 65 OBIEE Catalog Page Note the Catalog page’s Location field, displayed above the Catalog Area. This field displays the Catalog location (including path) for any OBIEE item currently selected. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

66. 66 OBIEE Catalog Page The Location field provides helpful information to keep you oriented, but it’s functional as well. Click the Location field’s drop down button. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

67. 67 OBIEE Catalog Page The drop down provides a record of the items that have been viewed in the current Catalog session. The items in the list are actually links that you could click to navigate to one of those spots within the Catalog. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

68. 68 OBIEE Catalog Page This circled ? button provides a link to information about the Catalog page in the OBIEE Help guide. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

69. 69 OBIEE Catalog Page Next, we’ll take a tour of the Catalog Page toolbar. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

70. 70 OBIEE Catalog Page These toolbar buttons allow you to perform various tasks in the OBIEE Catalog. Like the Task options (below), the toolbar buttons that are enabled (available) vary depending on the type of item selected. Enabled buttons appear in color. Currently, a folder (Regional Revenue) is selected, so the buttons pertaining to folders are enabled. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

71. 71 OBIEE Catalog Page Let’s see which buttons become available when we select a different type of OBIEE item – an analysis. Click Customer Discounts by Region to select it. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

72. 72 OBIEE Catalog Page Now that we’ve selected an analysis, several more buttons have become enabled (and are now shown in color on the toolbar). Let’s review each of the buttons in the toolbar. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

73. 73 OBIEE Catalog Page User view is set to a default of User View. Users with administrative rights can switch to Admin View to perform various OBIEE administrative tasks. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

74. 74 OBIEE Catalog Page New is used to create any new items allowed by your security clearance (like an analysis or dashboard, etc.). Lesson 5: Navigation in OBIEE – Touring the Catalog Page

75. 75 OBIEE Catalog Page Refresh is used to update the Catalog page with any content or folder changes. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

76. 76 OBIEE Catalog Page Up is used to navigate to a higher-level folder in the Catalog. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

77. 77 OBIEE Catalog Page Show/Hide folders panes is used to display or hide the Folders pane and Tasks pane. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

78. 78 OBIEE Catalog Page Search is used to open the Catalog page’s Search pane. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

79. 79 OBIEE Catalog Page Change List View Type provides three display options for the Catalog Area: Descriptive (default) Details List Lesson 5: Navigation in OBIEE – Touring the Catalog Page

80. 80 OBIEE Catalog Page View is used to view (open) the selected item. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

81. 81 OBIEE Catalog Page Edit is used to modify the selected item using the item’s editing tool. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

82. 82 OBIEE Catalog Page Print is used print the selected item in a variety of available formats. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

83. 83 OBIEE Catalog Page Export is used download the selected item to a variety of available formats (i.e. PDF, Microsoft Excel, etc.). Lesson 5: Navigation in OBIEE – Touring the Catalog Page

84. 84 OBIEE Catalog Page Delete is used to remove the selected item. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

85. 85 OBIEE Catalog Page Copy is used to copy the selected item so you can paste it to another location in the Catalog. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

86. 86 OBIEE Catalog Page Paste is used to paste a copied item to another location in the Catalog. Lesson 5: Navigation in OBIEE – Touring the Catalog Page

87. 87 Terminology Review

88. 88 Terminology Review Catalog Page Folders Pane Global Header My Folders A page accessed through the OBIEE Global Header that allows you to find, access, and organize all OBIEE items (like analyses and dashboards, etc.) for which you have security clearance. An area of the Catalog Page that displays OBIEE folders and items in a tree structure. The banner displayed at the top of any OBIEE page. Includes links that provide access to all OBIEE functions available to you. The Catalog folder that you save your work in. Only you have clearance to the items you save in My Folders.

89. 89 Terminology Review Search Pane Shared Folders Tasks Pane An area within the Catalog Page from which you can launch searches for items in the OBIEE catalog. The Catalog folder that holds items that are shared state-wide or within your agency. An area of the Catalog Page that includes links for launching various tasks on any item selected in the catalog.