Oracle BI Dashboard Customization - Locus IT Services

Oracle BI Dashboard Customization

Locus IT ServicesBI Dashboard ServicesOracle BI Dashboard Customization

Oracle BI Dashboard Customization

This article shows you how to customize a Oracle BI dashboard and save the customization’s for future use. You also add an action link to the Oracle BI Dashboard page. After adding analyses to the dashboard page, run the dashboard to see the results of your customization. You can create dashboards to provide a personalized view of corporate and external information. A Oracle BI Dashboard consists of one or more pages that display results of an analysis.

Eg: You can create a Sales Performance dashboard and add content to track your team’s revenue. Suppose you create three views for an analysis: performance tile view, a table view, and tree-map view. You can create a dashboard that displays three views. You can include prompts on the dashboard to enable the users to specify the values to display in the views.

  • Inside the Home page, in the Create pane, click on Dashboard.
  • Inside the New Dashboard dialog, enter a short name and description for the dashboard.
  • Under Location, select where to save the dashboard.
  • Specify that you want to add the content to the new dashboard now.
  • Click OK.
  • The new dashboard, which contains one blank page, is then displayed in the Dashboard builder for editing.

Oracle BI Dashboard Prerequisites

1. Dashboard Creation

You can create a Oracle BI Dashboard without content but you must have content such as analyses to add to the dashboard to run the dashboard page and view your customization’s.

  • Sign in with your Oracle Business Intelligence Cloud Service credentials.
  • From the classic Home page, click Go to the New Home Page.
  • Inside the Home page, under Create, click Dashboard.
  • In the New Dashboard dialog, enter a Name, then in the Location field navigate to the folder that contains your analyses, and click OK.
  • In the New Dashboard dialog, click OK.

2. Adding Dashboard Objects

  • From Oracle BI Dashboard Objects, drag an Action Link to Drop Content Here.
  • Drag a Column dashboard object to the dashboard and drop it under the Action Link column. A blue line appears in the dashboard object’s drop location.
  • Drag and drop another Column under the second column.
  • Click Save.

3. Specifying Action Link Details

  • In the Action Link section, click Properties .
  • In the Action Link Properties dialog, in Link Text, enter Latest, and in Caption, enter Oracle News.
  • Click New Action, and select Navigate to a Web Page.
  • In the New Action dialog, in URL enter the address of the page.
  • Click Options, then in the Action Options dialog, click Open in New Window, and click OK.
  • In the New Action dialog, click OK.
  • In the Action Link Properties dialog, update the Link Text to Latest, and then click OK.
  • Under Section 1, click Properties , and remove the check from Collapsible.
  • In Section 1, click Properties , click Format Section.
  • In the Section Properties dialog, from the Background Color list, select a color such as bright yellow (#FFFF00), and click OK.

4. Saving Customization’s

  • Click Run and test your action link. You might need to disable the browser’s pop-up blocker.
  • Review your results, click Page Options, and select Edit Dashboard to implement additional customization’s – Optional.
  • Click Save .
  • Click Run, click Page Options , and select Save Current Customization.
  • In the Save Current Customization dialog, enter a Name for your customization.
  • (Optional) Click Make this my default for this page.
  • Click OK.

Adding Actions to Dashboard Pages

You can add actions to the dashboard pages using action links and action link menus. Link a related report or a useful web site to the dashboard.

Using Action Links

  • Open the dashboard page for editing.
  • From the Dashboard Objects pane, drag and drop an Action Link object onto the dashboard page.
  • Click Properties for the new link.
  • Complete the fields in the dialog
  • Click OK.
  • In Dashboard builder, click Save.

Using Action Link Menus

  • Open the dashboard for editing.
  • From the Dashboard Objects pane, drag and drop an Action Link Menu object onto the dashboard page.
  • Click Properties for the new menu.
  • Add the action links to the menu.
  • Click OK.
  • In Dashboard builder, click Save.

Locus IT has worked with industries that utilize dashboard services and helped them in provided unique solutions to their requirements and problems. We also provide Oracle BI training, Oracle BI implementation, Oracle BI migration and Oracle BI support services. For more information please contact us.

Locus IT Project Management Office
What’s it?