Tasks pane

Use this pane to perform object-specific tasks. The tasks that you can perform depend on the object's type, the object's permissions, and your privileges.

For more information, see:

• "What is the Oracle BI Presentation Catalog?"

• "Who Uses the Catalog?"

• "Object-Specific Tasks"

This pane is part of the "Catalog page."

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Tasks Options

• Add to Briefing Book — Use to add the selected object to a briefing book. After you select this option, the "Save Briefing Book Content dialog" displays. For more information about briefing books, see "Working with Briefing Books."

• Add to Favorites — Use to add the selected object to your Favorites list. A favorite object's icon appears with a gold star overlay. For more information about Favorites, see "Adding Objects to Favorites."

• Archive — Use to pack or bundle the contents of a a folder or multi-component object (a scorecard, for example) that you unpack in another directory. This enables you to transfer data between environments (development to test, for example).

• Copy — Use to duplicate a folder or object and paste it in another directory.

• Create Agent — (This option is available only when you select a KPI.) Use this option to display the "Create New Agent dialog," where you create an agent from the KPI.

• Create Link — Use to display a folder or object if the directory in which it resides is very large, requiring scrolling. For example, to quickly access the components of a Sales and Marketing scorecard in a corporate directory that contains thirty scorecards, create a link to the Sales and Marketing scorecard.

• Create Shortcut— Use to create a shortcut to the object or folder. When you create a shortcut, Oracle BI EE adds the shortcut to the current folder. You can then move this shortcut to another location within the catalog.

• Delete — Use this button to remove a folder or object from the catalog. If you delete shared folders or objects, then other users who have added those objects to their personal dashboards lose access.

• Disable — Use this option to temporarily disable an agent. See "Disabling and Enabling Agents' Schedules."

• Edit — Use this button to modify objects using the associated Editor or Builder. For example, select a KPI and click this button to modify the KPI in the KPI editor.

• Enable — Use this option to cause an agent to run on schedule again. See "Disabling and Enabling Agents' Schedules."

• Expand — Use this button to display the contents of a selected folder. For example, select a Dashboards folder and click this button to display all available dashboards. If you select a scorecard, all associated objects such as (mission statements, perspectives, objectives, and so on) are displayed.

• Execute — Use to run a script, URL, or web service action. See "Working with Actions."

• Export — Use to export an analysis, a dashboard, or a dashboard page. For more information, see:

  • "Exporting and Copying Results"

  • "Exporting Dashboards and Dashboard Pages"

• Open — Use to view an object or expand folder contents.

• Permissions — Use to enable users to view folders and objects. To grant specific privileges that determine the tasks that users can perform with these objects, see "Managing Presentation Services Privileges" in Security Guide for Oracle Business Intelligence Enterprise Edition.

• Print — Use to print an analysis, a dashboard, or a dashboard page. For more information, see:

  • "Printing Views"

  • "Printing Dashboard Pages"

• Properties — Use to view or modify the selected object's properties. When you select this option, the "Properties dialog" displays.

• Remove from Favorites — Use to remove the item from your Favorites list. Selecting this option removes the object from every Favorites category that contains the object. After you remove an object from your favorites list, the object's icon changes from an icon with a gold star to the object's standard icon. For more information about Favorites, see "Removing Objects From Favorites."

• Rename — Use to change the name of a folder or object.

• Subscribe — Use this option to subscribe to an agent that the owner has made available to you for subscription. See "Subscribing to Agents."

• Unsubscribe — Use this option to unsubscribe from an agent to which you are currently subscribed. See "Unsubscribing from Agents."