1. 22 Copyright © 2009, Oracle. All rights reserved. Filtering Requests in Oracle Business Intelligence Answers

2. Copyright © 2009, Oracle. All rights reserved. 22 - 2 Objectives After completing this lesson, you should be able to: Improve your ability to design and build filters in Oracle Business Intelligence requests Add a column filter prompt to a request Add an image filter prompt to a request Use a saved request as a filter Edit the SQL for a column filter in a request

3. Copyright © 2009, Oracle. All rights reserved. 22 - 3 Using Filters in Requests Filters limit the results that appear when a request is run. Answers shows only those results that match filter criteria. Example: Limit the results of a request to list the customers and sales reps in Atlanta, Boston, Chicago, and favorite-city variable only. This filter limits the results to customers and sales reps in these cities. Filters can be saved.

4. Copyright © 2009, Oracle. All rights reserved. 22 - 4 Creating and Editing Filters Use the Create/Edit Filter dialog box to create and edit filters. 1a 2 3 4 1b

5. Copyright © 2009, Oracle. All rights reserved. 22 - 5 Creating and Editing Filters Use the Create/Edit Filter dialog box to create and edit filters. 1a 2 3 4 1b

6. Copyright © 2009, Oracle. All rights reserved. 22 - 6 Parenthetical Filtering Parenthetical filtering enables filters to be grouped. Grouped filters appear in a bounded box. To group filters, click the operator.

7. Copyright © 2009, Oracle. All rights reserved. 22 - 7 Dynamic Filtering Filters (such as Current Month and Previous Month) can be created to limit changing data. Click Add and select variable to switch from the value to the variable. Enter the variable in the text box.

8. Copyright © 2009, Oracle. All rights reserved. 22 - 8 Using a Saved Request as a Filter Use any saved request that returns a column of values to filter a selected column in a request. 1 2 3

9. Copyright © 2009, Oracle. All rights reserved. 22 - 9 Editing SQL for a Column Filter Edit the logical SQL WHERE clause to be used as a filter. 1 2 3

10. Copyright © 2009, Oracle. All rights reserved. 22 - 10 Drilling and Filters Drilling in the Results tab automatically filters results. The drill path corresponds to hierarchies that are defined in the metadata. Drill on the results page to filter on the drilled value. The filter is automatically added to criteria. Results include the next level in the sales hierarchy.

11. Copyright © 2009, Oracle. All rights reserved. 22 - 11 Applying Saved Filters Click a saved filter in the selection pane to add it to a request. Select this option to apply the filter contents instead of a reference.

12. Copyright © 2009, Oracle. All rights reserved. 22 - 12 Column Filter Prompt Provides general filtering of a column in a request Presents all choices or constrained choices for a column Can be combined with other column filter prompts Example: A request filtered on region contains a constraint for a specific state (IL: Illinois).

13. Copyright © 2009, Oracle. All rights reserved. 22 - 13 Adding a Column Filter Prompt to a Request Modify a request to which you want to add a column filter prompt, and then click the Prompts tab. 1 2

14. Copyright © 2009, Oracle. All rights reserved. 22 - 14 Multiple Column Filter Prompts Create multiple column filter prompts per request: Executed in the order listed, from top to bottom Each prompt constrained by previous prompts Use arrows to sequence the prompts. Test prompts in a separate window.

15. Copyright © 2009, Oracle. All rights reserved. 22 - 15 Image Filter Prompt Provides an image that users click to select request criteria Requires the use of HTML tags to create an image map definition –Use an image editor to define “hot spots.”

16. Copyright © 2009, Oracle. All rights reserved. 22 - 16 1.Click Create Prompt and select Image Prompt. 2.Enter image map prompt properties. 3.Populate image map prompt properties. 4.Preview image prompt results. Creating an Image Filter Prompt

17. Copyright © 2009, Oracle. All rights reserved. 22 - 17 1. Click Create Prompt and select Image Prompt. Modify a request to which you want to add an image prompt, and then click the Prompts tab.

18. Copyright © 2009, Oracle. All rights reserved. 22 - 18 2. Enter image map prompt properties. Enter details for the image.

19. Copyright © 2009, Oracle. All rights reserved. 22 - 19 3. Populate image map prompt properties. Use the Image Map Prompt Properties dialog box to view and populate area titles, shapes, coordinates, columns, and values. Fully qualified column name Image area shape Value Titles that appear on image

20. Copyright © 2009, Oracle. All rights reserved. 22 - 20 4. Preview image prompt results. Click an area of the image to display the underlying filter. 1 East 2 3

21. Copyright © 2009, Oracle. All rights reserved. 22 - 21 Summary In this lesson, you should have learned how to: Improve your ability to design and build filters in Oracle Business Intelligence requests Add a column filter prompt to a request Add an image filter prompt to a request Use a saved request as a filter Edit the SQL for a column filter in a request

22. Copyright © 2009, Oracle. All rights reserved. 22 - 22 Practice 22: Overview This practice covers the following topics: Adding filters to a request Adding a column filter prompt to a request Adding an image prompt to a request Using a saved request as a filter Editing SQL for a column filter