Creating a Currency Prompt

A currency prompt enables users to change the currency type that is displayed in the dashboard or analysis. When applied to a dashboard or embedded in an analysis, the prompt provides users with a list where they can select a currency. The currency types in this list are specified by the administrator in userpref_currencies.xml. The same list of currencies is displayed in the "My Account dialog: Preferences tab."

Use the following procedure to create a currency prompt that you can apply to one or more dashboards, or to create a currency prompt that is embedded in an analysis. For information about opening a prompt for editing, see "Editing Prompts."

To create a currency prompt:

1. To create a named currency prompt, use the following sub-procedure.

   1. Navigate to the Oracle BI Enterprise Edition Home page, locate the global header, hover the mouse pointer over the New menu to access the menu, and select Dashboard Prompt. The Select Subject Areas menu is displayed.

   2. From the Select Subject Area menu, select the subject area for which you want to create the prompt. The "Definition pane" is displayed.

2. To create an inline prompt, either create an analysis or access an existing analysis for which you want to create a prompt. In the "Analysis editor," click the Prompts tab. The "Definition pane" is displayed.

3. Click the New button from the Definition Pane. From the list, select Currency Prompt.

   The "New Prompt dialog" is displayed.

   
   

   Note: The Currency Prompt option is available only if the administrator has configured the userpref_currencies.xml file as described in "Configuring Currency Options" in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

   
   

4. Enter a label for the currency prompt in the Label field. The label is displayed as the prompt's field label.

5. In the Description field, enter a short description for the prompt. This description is displayed as tooltip text, which is displayed when the user hovers the mouse pointer over the prompt's label in the dashboard or analysis.

   The descriptions are also displayed when administrators view the stored prompt object from the Catalog Manager.

6. Click OK. The prompt displays in the "Definition pane."

7. Save the prompt. Note the following options:

   • If you are creating a dashboard prompt, then click the Save button in the prompt's editor, specify the folder in which you want to save the prompt, and give the prompt a descriptive name. Note that dashboard prompts that are saved in personal folders are available only to you. Dashboard prompts that are saved in shared folders are available to other users that have permission to access the object.

   • If you are saving a dashboard prompt for use with an Oracle BI Publisher report that receives its data from a SQL query against the Oracle BI Server, Oracle Database, or other JDBC source, then the dashboard prompt's name must match the name of the report's parameter.

   • If you are creating an inline prompt, then save the analysis.

8. Use the arrow buttons in the Definition Pane to reorder the selected prompt. Reordering the prompts controls the order in which the choices are displayed to users at runtime, so ensure that the order is logical, especially if you are creating constrained prompts.

9. If you want to add a new row or column to the prompts page, then click the New Row button or New Column button in the Definition pane's toolbar. In the Definition table, click the check box corresponding to the prompt that you want to display in a new row or column.

10. To preview how the prompt is displayed on the dashboard, either use the "Display pane" to preview the prompt with sample data, or click the Preview button (if available) in the Definition Pane toolbar to view the prompt with actual prompt values.

    
    

    Note: If the Preview button is not available, then the administrator has suppressed its display.