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OBIEE 11.1.1.6 : New Dashboard, Analysis and Reporting Features
So apart from support for a new type of repository storage, and enablement of the Oracle Exalytics In-Memory Machine, OBIEE 11.1.1.6 brought in a number of new features that could be of benefit to end-users and dashboard/report developers. Let’s go through them now, starting with some new capabilities around ad-hoc analyses.
The 11g release of Oracle Business Intelligence brought in the concept of selection steps, something that Venkat covered in detail around the time of the 11g launch. Selection steps allow you to further manipulate the results returned by an analysis, to add, remove or keep certain dimension members, add groups or calculated items, or filter results based on conditions which could make reference to hierarchies. Selection steps are applied post-aggregration, whilst regular filters are applied pre-aggregation, and they preserve totals even if you subsequently add or remove members from the analysis view.
Up until 11.1.1.6, selection steps could only be added within the analysis editor (a.k.a. Answers), and there was no way to display to the end-user what selection steps had been applied, or any way for them to add their own steps. This changes though with 11.1.1.6, and now either the analysis developer, or the end-user, can add selection steps to the analysis by right-clicking on the view. Let’s work through an example.
In this example, we have a simple pivot table that returns sales by product category and a stores hierarchy. We’ve applied a filter to the results so that only certain months are included, and we’ve included the filter view in the compound layout so you can see what’s been applied. Here’s the view as seen in the analysis editor, with the stores hierarchy drilled-down to the regions level:
Now new within this release is the ability to right-click on the pivot table view, in this case, and add selection steps, which includes adding groups and calculated items. What’s in the selection step list depends on whether you’re working with attribute columns or hierarchy columns, with the former having less options.
So let’s add one of the new Selection Steps views into the compound layout, like this:
and then we’ll include the analysis in a dashboard page. Now, even in this “published” form, end-users can take the initial set of results, and as well as move the columns around and sort the results as provided previously, they can add their own selection steps. Let’s start by excluding Other USA from the list of Regions:
Now we’ll create a new group containing all of the SF regions, like this:
Now, I’m going to create a new calculated item that’s made up of Gifts and Snacks, and replace the existing two product category members with this new calculated item.
So now our analysis is starting to look a lot different, with the selection steps we’ve applied shown in the selection steps view under the main pivot table.
Now let’s add a column-level grand total for each region and grouping on the Y axis, to show the total sale amount for each row.
And then finally, exclude those regions that aren’t in the top three overall, based on Sale Amount across all categories.
So once this is all done, the final version of the pivot table as customised by the end-user, looks a lot different to when it was first viewed, and the additional steps that the user has applied are clearly visible under the pivot table view.
Now any changes that the user has made to this view are only visible to him or her, and haven’t changed the underlying definition of the view. But what if that particular user wanted to save these changes somewhere, so that they could see this customised version of the analysis whenever they logged in into their account? To do that, you can save this particular dashboard customisation, by selecting Save Current Customization… from the Edit Page menu in the top right-hand corner of the page, like this:
and then choose whether this customisation is available as an option for other users, and whether it gets applied automatically whenever this particular user accesses this dashboard page again.
From my perspective, for end-users this is the single-most important new feature in OBIEE 11.1.1.6 that I’m aware of, as it gives the end-user so much more power to customise and further manipulate the results of queries that you present to them in dashboards. When I was using 11.1.1.6 to write the Answers and Dashboards chapter of the book, but it wasn’t yet on general availability, going back to the restrictions of 11.1.1.5 on customer sites was a real pain, as I’d got so used to this new flexibility in presenting analyses to dashboard end-users.
That said, you may not want all analyses to be used in this way, so a new tab has been added to the Analysis Properties dialog to allow you to selectively disable these features should you wish.
Another change introduced with 11.1.1.6, but primarily aimed at Exalytics implementations, is the ability to remove the Apply and Reset buttons from prompts. In fact, every optimisation introduced into 11.1.1.6 to do with the dashboard front-end is actually available for all implementations, though you’ll need to consider whether your system is powerful enough to make proper use of them. In the case of removing the Apply and Reset buttons from prompts, you need to be aware that every time you select a value, or move the focus area out of the currently selected value in the prompt, it’ll cause the analysis to refresh and a logical query to be send through to the BI Server, which could get interesting if you’ve got a large data set and a number of users all accessing dashboards at the same time.
So you can disable the Apply and Reset buttons at the individual prompt level, like this:
or at the dashboard page level, like this:
or at the whole dashboard level, using the Dashboard Properties dialog, like this:
Then, assuming you’ve gone ahead and hidden these buttons, prompts will then cause linked analyses and other objects to change their values as soon as you make the selection, giving your users a very interactive and fast dashboard experience, assuming that your underlying database can handle the extra level of activity.
As mentioned earlier, by default dashboard prompts are visible when you install the stock version of OBIEE 11.1.1.6; however, if you’ve bought an Exalytics box, the installation procedure switches all prompts to hide these buttons by default, as the assumption is that you’d want this feature and the underlying database is able to handle the increased load, due to the presence of the TimesTen in-memory cache.
Another set of new features in 11.1.1.6 that this time are for Oracle BI Publisher, are around how you set up new reports and the templates that they use. In previous versions of BI Publisher, you first create a data model and then create a report definition, with the report creation process first prompting you to select a data model from the catalog. Now, when you go to create a new report (New > Report from the common header menu), you’re prompted to either select an existing data model, create a new one, or upload a spreadsheet which creates a corresponding data model for you. Presumably this is because usability reports showed that most people new to OBIEE didn’t realise you had to create a data model before you created a BI Publisher report, and this change makes the process a bit more obvious (plus provides a short-cut to creating reports based off of spreadsheets).
Then, when you actually come to create the report template, you’ve now got the option of going to the regular online layout editor, or you can step through a wizard to help you define the layout template.
This then takes you through a number of steps, where you can select the columns to include, and then further customize the report at the end.
So, a few interesting new front-end features in the 11.1.1.6 of OBIEE, and we’ll conclude this series about this latest release of OBIEE tomorrow with a look at what’s involved in upgrading from earlier releases.
OBIEE11G Scripting – generate XUDML and change the password of the connection pools
Imagine that you want to migrate your RPD to different environments. By using scripting utilities you can generate a new RPD and make changes for the new RPD in the generated file. The original RPD will be exported to UDML or XUDML , in the generated file you can make changes for future RPD. For this scenario we are going to use XUDML, the focus is on changing the password of the connection pools by using scripting commands.
If you want to export to UDML than you can use the commands: nqudmlexec.exe and nqudmlgen.exe.
If you want to export to XUDML than you can use the commands: biserverxmlgen.exe and
These commands can be found in this location: C:\oracle\middleware\Oracle_BI1\bifoundation\server\bin
Lets start with an example to export an RPD to XUDML.
1. Make a copy of your original RPD and put in a temporary folder , eg c:\testconnpool.
2. Generate the XUDML by executing the command biserverxmlgen
3. Go to the folder C:\oracle\middleware\Oracle_BI1\bifoundation\server\bin and type this command
biserverxmlgen -R C:\testconnpool\base.rpd -P Admin123 -O c:\testconnpool\test.xml -8
The parameters for the biserverxmlgen command are as follows:
- P repository_password
- R repository_pathname
- O output_script
-8 UTF-8
4. When this step is successful the XUDML is generated. Open the XUDML file named “test.xml” and check the content of the file.
<?xml version="1.0" encoding="UTF-8" ?>
As this post is about changing the connection pool we are going to look in the XUDML file and look for the tag <Connection Pool>
<ConnectionPool name="Master" parentName=""Master"" parentId="3023:5" parentUid="8" id="3029:7" uid="10" user="obiee" password="6C6F0BE01FC4111F3AC2236A364D912E9B70195D55A2B76F203F3DDAF9C76F072606B70FAE3A2C3FC913
843F794309A82CF208A690AD0045D3DCE7CCEEA3B72F 137949B8C699489A5D548D7D5F4828ADB4071CCB22E7FEECBCE71592C1AC13E3" timeout="300" maxConnDiff="10" maxConn="10" dataSource="master" type="Default" reqQualifedTableName="false" isSharedLogin="true" isConcurrentQueriesInConnection="false" isCloseAfterEveryRequest="false" outputType="xml" bulkInsertBufferSize="131072" tempTablePrefix="TT" transactionBoundary="1000" xmlaUseSession="false" isSiebelJDBSecured="false"><Description></Description></ConnectionPool>
So we were able to export the RPD to XUDML and to find the connection pool in this file. Now we want to change the password of this connection pool but this password is encrypted. When you try to change the encrypted password to the new password this will not work. Some extra steps are needed to change the password of the connection pool.
5. Go back to the original copy of the RPD, open it and select Manage > Variables from the application menu.
6. Now we are going to create two static repository variables:
puser ‘obiee’
ppass ‘mastertest’
7. Next, go the connection pool in the rpd and replace the user and the password with the static variables. Replace the user name with valueof(puser)
and replace the password with valueof(ppass)
and save the RPD.
8. Now rerun the XUDML command
biserverxmlgen -R C:\testconnpool\base.rpd -P Admin123 -O c:\testconnpool\test2.xml -8
9. Open the XUDML file “test2.xml” and look for the variable tag ppass
<Variable name="puser" id="3031:65" uid="126">
<Description></Description>
<Expr><![CDATA['obiee']]></Expr>
</Variable>
<Variable name="ppass" id="3031:66" uid="128">
<Description></Description>
<Expr><![CDATA['mastertest']]></Expr>
</Variable>
Change the content of this variable with the desired new password; in this case you need to replace ‘mastertest’ by the new password and save the changes.
Now generate the new RPD by using the command biserverxmlexec. Go to the folder C:\oracle\middleware\Oracle_BI1\bifoundation\server\bin and execute this command:
biserverxmlexec -I c:\testconnpool\test2.xml -O base2.rpd
The tool will prompt for the repository password.
The parameters for the biserverxmlexec command are as follows:
-P : Password for repository
-I : Input script file name
-B : Base repository name
-O : Output repository name
A new RPD is generated and the password for the connection pool has been changed.
Sydney to Host BI/EPM Conference Nov-2011
I’ve just returned back from Sydney after attending the annual Insync11 conference at Darling Harbour after giving the first presentation on behalf of Rittman Mead Oceania at an Australian event. This was a good chance to put faces to names of people I have met since RMO started back in March and some faces I haven’t seen for a while.
I must give a huge thanks to Bambi Price and her team from Park Lane Technologies here in Melbourne for the assistance provided to RMO and bringing events such as Insync to my attention, and also allowing me to shelter in their booth during the conference.
Coinciding with this event was the announcement of the ODTUG “Seriously Practical’ conference to be held this year in Sydney Australia on the 3rd and 4th of November 2011. After a long hiatus from these shores, Mark Rittman will be attending, along with recently named Oracle ACE Stewart Bryson, Managing Director of Rittman Mead America plus a list of expert speakers in BI/EPM which can be found here.
This is a great chance to see both Mark and Stewart, acclaimed presenters at various events throughout the world presenting what they do best. Mark will be posting more information of this event soon, so stay tuned for further details.
Rittman Mead Shortlisted for BI Partner of the Year Awards
Rittman Mead is delighted to have been shortlisted for the UKOUG BI Partner of the Year 2011/12, to be awarded on the 20th October at the Institute of Directors, London. The UKOUG Partner of the Year Awards carry superb kudos in the industry because they are the only awards of this type voted purely by customers.
If you have been pleased with the services offered by Rittman Mead, we would greatly appreciate your vote. You can vote here. Voting opened on the 12th August and will close at midday 31st August 2011. This year to ensure the voting is fair any end-user with a profile on the UKOUG website either as a guest or a member is eligible to vote. You can create a profile here.
Voting is for customers and end-users only. For more information about the awards go to this link.