Dashboard builder

Use this Dashboard builder to build or edit dashboards. The process of building or editing a dashboard includes:

Adding and changing pages, objects, and other content on the dashboard
Changing the properties of the dashboard

For more information, see:

Components

Page Tabs

Use the tabs across the top of the editor to select the dashboard page to edit.

Dashboard Objects

Use the "Dashboard Objects pane" to select the objects to include on a dashboard page and drag and drop them to the Page Layout area.

Catalog

Use the "Catalog pane" to select objects from the Oracle BI Presentation Catalog to include on a dashboard page and drag and drop them to the Page Layout area. This adds a shortcut to the content as saved in the catalog. If the content changes, then the change is reflected on the dashboard page.

To locate the content, you can browse by either the catalog folder it is stored in, or by the dashboard on which it is located.

Page Layout

Use "Page Layout area" to layout and place the content (that is, objects from the Dashboard Objects pane and the Catalog pane) to include on a dashboard.

Toolbar

The toolbar contains the following buttons:

Add Dashboard Page — Use this button to display the "Add Dashboard Page dialog," where you create a page in this dashboard. The page is displayed in a new tab in the Dashboard builder.
Delete Current Page — Use this button to delete the current dashboard page.
Tools — Use this button to display a menu with the following options.
- Dashboard Properties — Use this option to display the "Dashboard Properties dialog," where you specify properties of the dashboard and of dashboard pages.
- Print & Export Options — Use this option to display the "Print & Export Options dialog," where you specify for a dashboard page the settings for printing and exporting to Excel.
- Page Report Links — Use this option to display the "Report Links dialog," where you specify the links to apply to all analyses in the dashboard page, unless customized settings have been specified for particular analyses.
- Prompts Buttons on Current Page — Use this option to specify whether to include or exclude the prompt's Apply and Reset buttons on the dashboard page at runtime. This setting applies to the dashboard page and overrides the Apply and Reset button settings for the prompt definition and dashboard properties unless the Prompts Apply Button and Prompts Reset Button fields on the "Dashboard Properties dialog" are set to Use Page Settings.
  
  Note the following options, which are available for Apply buttons and Reset buttons:
  - Use Prompt Setting — Choose this option to use the buttons as defined in the prompt definition. These settings were specified in the "Prompt editor."
  - Show All Apply Buttons or Show All Reset Buttons — Choose this option to show the buttons for the prompts. This setting overrides the prompt definition button settings or dashboard properties button settings unless the Prompts Apply Button and Prompts Reset Button fields on the "Dashboard Properties dialog" are set to Use Page Settings.
  - Hide All Apply Buttons or Hide All Reset Buttons — Choose this option to hide the buttons for the prompts. This setting override the prompt definition button settings or dashboard properties button settings unless the Prompts Apply Button and Prompts Reset Button fields on the "Dashboard Properties dialog" are set to Use Page Settings.
- Allow Saving Personal Customizations — Use this option to specify whether users can save personal customizations. For more information on allowing the saving of personal customizations, see "Controlling Access to Saved Customization Options in Dashboards" in Security Guide for Oracle Business Intelligence Enterprise Edition.
- Publish Page to Dashboard — Use this option to display the "Publish Page to Dashboard dialog," where you specify the dashboard to which you want to publish the current dashboard page. See "Publishing Dashboard Pages."
Preview — Use this button to view how a dashboard page is displayed to an end user. This is helpful to see what the page looks like before you save the content.
Run — Use this button to exit the Dashboard builder and return to the dashboard in runtime.
Save — Use this button to save your changes to the dashboard.
Save Dashboard As — Use this button to save the dashboard by another name.

Page Layout area

Use this area to layout and add the content that you want on a dashboard by dragging and dropping objects from the "Dashboard Objects pane" and "Catalog pane." After you drop an object to this area, you can modify the object using the buttons on its Toolbar.

This area is part of the "Dashboard builder."

Components

Object Representations

Each object that you drag and drop to the Page Layout area is represented by a rectangle.

Object Toolbars

Each object dropped to the Page Layout area contains a toolbar that displays when you hover over the object. The Object Toolbar contains the following buttons:

Properties — Use this button to select from various options for modifying the object. What this button displays depends on the type of object. For some objects a properties dialog is displayed. For other objects, a menu of options is displayed. See "Properties Buttons for Objects."
Delete — Use this button to delete the object from the dashboard page.
Vertical Layout — This button is available for sections only. Use this button to arrange the objects in the section so that they are stacked one on top of another.
Horizontal Layout — This button is available for sections only. Use this button to arrange the objects in the section so that they are positioned side-by-side.

Properties Buttons for Objects

Each object that is represented on the "Page Layout area" has a toolbar that contains a Properties button. What the button displays depends on the type of object. The following sections describe, for each type of object, what the Properties button displays.

Column Properties

This button displays the following options:

Break — This option is available only if the page has multiple columns and only for columns after the first column. Use this option to display the "Break dialog," where you add page and column breaks to the page layout.
Column Properties — Use this option to display the "Column Properties dialog," where you specify the properties for the column, such as cell alignment, border color and so on.
Freeze Column — This option is available only when a column is alone at an outer edge of the page layout. If two columns are on adjacent edges and overlap at the corner, then both columns can be frozen. Use this option to freeze a column at an edge (top or left) of the page layout. When a column is frozen, it remains anchored at the edge of the page layout and will not scroll off the page as you scroll the content in other columns.

When you freeze a column, you may need to set a specific size for the column (in the "Column Properties dialog") to ensure that any remaining content on the page will be visible. You might want to do this, for example, if the content of the column that you freeze is very large and you want to reduce the size of the column.

Section Properties

This button displays the following options:

Condition — Use this option to display the "Section Condition dialog," where you specify the condition to be used to determine whether the section is to be displayed. See "Using Conditions to Determine Whether Sections Are Displayed in Dashboard Pages."
Permissions — Use this option to display the "Section Permissions dialog," where you specify which accounts are granted or denied access to the section.
Format Section — Use this option to display the "Section Properties dialog," where you specify the properties for the section, such as cell alignment, border color and so on.
Rename — Use this option to display the "Rename dialog," where you rename the section.
Drill in Place — Use this option to specify how the results are displayed when a user drills in an analysis.

To:
- Show the new results directly in the dashboard, replacing the original analysis, click this option until a check mark is displayed next to the option. This is the default behavior. The area occupied by the original analysis resizes automatically to hold the new results.
- Replace the entire dashboard with the new results, click this option until the check mark is removed.
This option applies to all drillable analyses within the section. The user can click the browser's Back button to return to the original analysis or the dashboard.

Use this option for prompts that are created for hierarchical columns.

For more information, see "Drilling in Views."
Collapsible — Use this option to specify whether the user can expand and collapse this section on a dashboard page or whether the section is always expanded.
Show Section Header — Use this option to specify whether to display the header for the section, which initially includes the title of the section. You can hide the title using the Show Section Title option.
Show Section Title — Use this option to specify whether to display the title of the section.

To format the title, use the Rename option to display the "Rename dialog."

Alert Section Properties

This button displays the following option:

Format Section — Use this option to display the "Section Properties dialog," where you specify the properties for the alert section, such as cell alignment, border color and so on.

Action Link Properties

Use this button to display the "Action Link Properties dialog," where you set the properties of an action link.

Action Link Menu Properties

Use this button to display the "Action Link Menu Properties dialog," where you set the properties of an action link menu.

Link or Image Properties

Use this button to display the "Link or Image Properties dialog," where you specify properties for a text link or image link that you are adding to a dashboard page.

Embedded Content Properties

Use this button to display the "Embedded Content Properties dialog," where you specify the URL and other information about content to embed on a dashboard page.

Text Properties

Use this button to display the "Text Properties dialog," where you specify properties for a text object, including the text and formatting tags.

Folder Properties

Use this button to display the "Folder Properties dialog," where you add a view of a Catalog folder and its contents.

BI Publisher Report Properties

Use this button to display the "BI Publisher Report Properties dialog," where you specify the information for adding an Oracle BI Publisher report.

Analysis Properties

This button displays the following options:

Display Results — Displays the following options to specify how to display the results of the analysis:
- Embedded in Section — Use this option to execute the analysis automatically and display the results directly in the dashboard page
- Link - Within the Dashboard — Use this option display a link that users must click to execute the request and see the results within the dashboard
- Link - In a Separate Window — Use this option display a link that users must click to execute the request and see the results in a new window
Report Links — Use this option to display the "Report Links dialog," where you select which links are displayed with the analysis on the dashboard page.
Show View — Use this option to specify how to display the analysis, either as a default compound view or as one of the available views. (Note that the icon representing the object changes to indicate the type of view.) For more information on views, see. "Adding Views for Display in Dashboards."
Rename — Use this option to display "Rename dialog," where you rename the analysis.
Edit Analysis — Use this option to edit the analysis in the "Analysis editor."

Prompt Properties

This button displays the following options:

Edit — Displays the "Prompt editor," where you create prompts.
Scope — Displays the following options to specify the scope of the prompt:
- Dashboard — Use this option to specify that the prompt applies to the entire dashboard.
- Page — Use this option to specify that the prompt applies to the dashboard page.
Prompt Links... — Use this option to display the "Prompt Links dialog," where you specify whether to display the Edit and Copy links in the dashboard's prompts region. These links, which display at runtime, allow users (with the proper privileges) to edit the prompt or copy the prompt's link.

Scorecard Object Properties

This button displays the following options:

Edit Pinnings — Displays the "Dimension Pinnings dialog," where you pin (or set) the value or values of one or more KPI dimensions. For more information about pinning, see "What Are Dimensions and Pinned Dimension Values?"
Edit View — Displays the scorecard object in the "Scorecard editor."
Format View — Displays the "Scorecard Content Properties dialog," where you specify how the scorecard object is to be formatted.