Dashboard Demo Script
Say This
This is Oracle Interactive Dashboard
which is zero footprint. Nothing is
downloaded on the machine.
Everything you’re about to see is
available via soap interfaces and can
likewise be embedded within any
Portal via JSR 168/WSRP and or URL.
Key Messages
As Mike masters you can see the
dashboards that are available:
Consumer dashboard, Contact Center,
Marketing, Sales, Service dashboard.
You’ll note that there are shared
dashboards and my dashboards which
can be personalized for me. This
allows for topically grouping different
dashboards together which are made
available to me via authorization.
Here are the end user options. We’ll
cover these later. The main take away
is you can branch off into these other
tools without going into a separate UI
or desktop tool. End user tools allow
for ad hoc requests the creation of
analytical agents within delivers or
pixel perfect reports within Advanced
Reporting (see BI Publisher Booth) or
the further personalization of my
experience in My Account. These are
Do This
Login as
MMASTERS/
MMASTERS.
Screen Shot
Scroll to top of
dashboard and
highlight the
various
dashboards.
 Different
products
available in
same UI
 Can be made
available and
secured by user
or group.
Highlight the tools
in the end user
options.
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all part of my authorization. Likewise
these can be restricted by user or
group
Another way to segments things
topically within a Dashboard are tabs.
As we look at this dashboard the first
thing that captures my attention is the
Alert in the upper left hand of this page.
Everything is driven off of alerting or
guiding navigation. From this alert you
can see that: a) Revenue is below the
target for the quarter and b) Major deal
with Enovy Corporation is at risk.
The dashboards are 100% interactive.
1) If you want to drill into the USA.
Here we’re just leveraging natural
hierarchies. 2) Drill into CA. Notice
that we’re drilling within the context of
the frame. We’re not popping in and
out of various windows. Enabling the
concept of drilling inside the
dashboard.
Here in this analytics showing the
capabilities of the analytic web to show
the bi server to do sophisticated
calculations. 1) Green line shows the
real time information sales quarter to
date. 2). Transposed against last
years figures coming from another data
store a data whare house. 3) Using a
calculation to come up with project
sales in purple line. The value of
Oracle BI EE is that we can bring all
this information together in one
complete analysis rather than separate
point reports.
 Can be multistep (take into
account many
sources) and
delivered to
different devices
Highlight the over
the tabs.
Scroll over to the
alert above the
‘Revenue
Attainments’
analysis.
1) Go to the
‘Revenue
Attainments’
analysis and drill
into the USA
column. 2) Drill into
California column.
 Disparate
sources in one
analysis.
 Can be across
different
technologies as
well (i.e. Oracle
DW and SQL
Server
transactional)ds
Navigate to the
“projected Sales vs.
Last year’ analysis.
1) Point to the
green line. 2) Point
to the blue line 3)
Point to the purple
line
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Image not available in test environment.
In Big deals analysis, you can see the
conditional formatting being applied.
Leveraging the capabilities of the
server to show at risk. At risk flag, can
be based on some thing inside the
analysis as well as outside analysis
such as ability to pay or available
inventory shortage or other conditions
that fit the business.
Another example of conditional
formation. It’s showing live and scalar,
not just one dimensional but multidimension and alters depending on the
depending values are.
Navigate to Big
Deals analysis.
Highlight the ‘at
risk’ column.
Live, scalar
conditional
formatting
Scroll over to the
pipeline chart.
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From the prospective of saving real
estate space, you can bounce between
different views and save the
appropriate version for different user.
You can save as my defaults or push
them down to a specific team.
1) One of the most unique aspects of
Oracle Interactive Dashboards this
concept of guiding a user down a path
of discovery. Here we can see the
‘Research possible deals to accelerate
guided navigation’. This is a
navigational hint that only appears as
certain conditions are met within the
dashboard.
In the same
pipeline chart click
the LOV, choose
‘Chart’ in LOV.
After the talk,
change back to
table.
Guided Navigations
distinguish us from
competitors.
Aligned
consumption of
Analysis across the
Organization
Dashboards from
competitors are the
new electronic
stack of reports
1) Point out the
guided navigation
2) Click ’05 –
Building
Vision’
2) To research possible deals I can
either click on a sales stage or the
navigation itself. Here I’m going to
click on sales stage 5 – Building Vision
b/c that is where I know I can be most
effective.
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This takes me to another dashboard.
Obviously, this passes context.
Context gets
passed from
dashboard to
dashboard when
doing navigations.
If I want to focus on a different stage I
can simply select a different sales
stage in the Dashboard Prompt.
See how the
prompt the
changes apply to
the dashboard.
In the Dashboard
prompt, change a)
Sales Stage to ’04Opportunity’ and
Deal Size to ‘>
1,000,000’ and
click ‘Go’ button.
Disparate sources
tied together via BI
server which
makes the
Dashboard more
interactive and
relevant.
Scroll down to the
dashboard.
Likewise I can also focus only on large
deals.
And finally I can focus in on deals of
excellent lead quality
As you can see, the change has
cascaded though the dashboard.
Even though all of these analysis are
coming from separate areas of my
business (sales, marketing and
operations) they are all tied together
through the BI Server and then through
the Dashboards.
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Export charts and tables to a personal
productive tool such as excel.
Download into excel and view the data.
In ‘Revenue by
Lead Quality’, click
‘Download’ link >
‘Download to
Excel’.
Click ‘Open’ button
Don’t save these
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Doesn’t work in the test environment but works in the demo pod
machine.
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Optional: can download table from the
Scroll to the right
and scroll to the
button and click
‘download >
download to excel.
Click ‘Open’ button.
Other Dashboards to Explore/Show:
Sales Dashboard - Regional Summary Tab – This is an example of reporting extensions and how one can print directly from a
dashboard. Note how it is formatted and that you can click on the print button at the bottom and get a printed report in PDF.
Consumer Dashboard as cmorris/cmorris – This is good to show personalization. When you logon as cmorris note how the dashboard
content changes as the user logs on. (showing the dashboard as MMASTERS/MMASTERS before helps them visualize the
differences)
Consumer Dashboard - 360 overview Tab – This will be working at the show. This is a good dashboard to have sitting on the screen
when you arent’ demonstrating.
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Administrator – My Dashboard – Login as administrator/SADMIN and note the admin dashboards and how they show usage of the
system as its occurring. This is great for IT b/c they can monitor usage and show how the users are accessing the system.
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Answers Demo Script
Say This
Now, that you see how the dashboard
works and interact, how to modify the
dashboard and how to tie them
together. This takes a look in Answers
where we can build an analysis.
There are two ways to access
Answers: 1) Click answers link. 2) In
the dashboard, you can click on any
modify link which is directly under the
request in question. In our case, we’ll
click on ‘Answers’.
Key Messages
Do This
Return to
dashboard and
scroll to Answers.
Click ‘Answers’.
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Screen Shot
Let me show you the various
components of Answers.
Here we have the concept of my folder
and shared folders. Also, you can see
my filters and all shared filters. Saved
Analysis ordered in folders.
Place where you can search for
specific analysis that contains
Revenue.
Enter ‘Revenue’
and click ‘Search’
button.
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As you can see the subject areas that
are available to Mike Masters. Bring
them into folder and attributes in the
typical area.
Click ‘Answers’ link.
A subject area is based on our analytic
server. Here Mike Masters is presented
with a set of folders and set of
attributes where I can create new and
different analyses.
Go to sale
Executive sales
subject area,
expand the
attributes
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1) If I want to start looking at the
various brands, I select brands. Let’s
build a new analysis using Sales
Executive. 2) Let’s see the results.
1) Click brand in
left hand panel and
click on Results
tab. 2) Click the
‘Results’ tab.
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Perhaps I want to see which regions
the brands are sold
You can point out
that what is actually
happening here is
that you are doing
cross dimensional
reporting
WITHOUT putting a
measure on the
analysis. What is
happening in the
background is that
Siebel is
intelligently
navigating the
source database to
match available
Brands with their
appropriates
Regions.
Click on ‘Criteria ‘
sub tab. click
brands in left pane.
Click on Results
tab.
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And want to see close revenue and
other measures.
Completely transparent to the user
Oracle BI EE is intelligently and
efficiently navigating disparate data
sources to tie bring together or fuse
actuals (Closed Revenue) and targets.
What is important to the business
audience is that they no longer have to
care about which report or which
database. All they have to be
concerned about is clicking on Brand,
Region, Closed Revenue and Quota.
This is very easy to use.
This is where you
will again want to
stress the ability of
the BI Server to
access
heterogeneous
data sources. You
could also highlight
that this is how
Oracle BI EE
accomplishes realtime analytics by
fusing transactional
and historical
information much
like your are
bringing together
targets and actuals
in this report.
Click ‘Close
Revenue’ and
‘Quota’.
Note: Be aware of
the technical
makeup and the
nature of
disparate access
of your audience
and prospect.
Stressing the
benefits of
disparate access
should be done in
the context of
their systems so
they can visualize
its importance.
Be prepared to
explain or make
disclaimers WRT
your ability to
explain how
Oracle BI EE does
disparate access.
Advanced Derved Calculattion. –
Launchpad for Cache Conversation :
Add % of Quota
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Technical Note: Adding the % of
Quota metric should hit the BI Analytics
Server cache. Point out to the
audience that this is now hitting a
cached result in the server providing
users with significantly almost
conversational response times to their
queries.
Caching within the BI Server solution is
done on 3 levels. Level 1 is browser
Cache which is what you see when you
navigate from say Yahoo to another
web site and then press your back
button. Yahoo appears or resolves
very quickly which is something we
take advantage of. The second level of
caching is database cache which is an
exact match cache that should user 1
run a query and user 2 run the EXACT
same query the request will use
database cache. The third and final
level of caching is Siebel Analytics
cache.
BI server cache is a significant
improvement over the previous 2 levels
in that it is intelligent. It is also
shareable and secure. For example, if
user 1 (can use name here) runs a
query that asks for revenue across all
regions and then user 2 runs a query
that asks for revenue in just the East
Region then that will result in a cache
hit. Another example, is just like we
have here, if user 1 runs a query that
asks for region, revenue and quota and
then another users asks for region and
% of quota that also results in a cache
hit.
BI Server is smart enough to
understand that certain queries can be
satisfied using cached components.
Through the strategic use of cache
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“company” can deliver conversational
response times to thousands of users
on very large databases. Cache can
be also be purged/managed on a
periodic or event basis.
Show change in layout
I can either add a filter that was built
previously. For our purposes, we’ll
build one. We can choose any of
these operators irrespective of the data
source.
Go to ‘Criteria’ tab
and move the
region to the front
of brands.
Click on funnel
(third button from
left) on the region.
Scroll through the
Operators LOV.
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Only want the North and East regions.
Choose ‘is equal to
/ is in’ operator.
Click ‘All choices’
link and choose
North and east.
Click ‘OK’ button.
See new results
Click ‘Results’ tab.
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Add totals and sub totals. We can also
add subtotals and a grand total
analysis.
Change view to
‘Table’. Click the
sum
button in
the region column
and header.
End Result: see the totals for Eastern
and Northern region and grand total.
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Add chart. See the various options of
chart types. What to focus on brands
and make it a pie chart.
In results, change
the view to ‘Chart’.
Scroll through the
list of Graph LOV.
Make changes to chart
Choose ‘Pie chart’
Uncheck Brand and
check region.
Redraw button.
Go to Compound
layout. Click ‘Save’
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Save the report
Enter name of
report. Click Save
Button
Publish to my dashboard. Let’s go
back to the dashboard.
You’ll see ‘my dashboard’ that I own
and can put many different types of
analysis. You’ll see the bi example in
my quick picks.
Click ‘My
Dashboard’ link.
Scroll through my
dashboard and
review the quick
pick section.
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We want to bring the BI example in the
dashboard.
Click Page Option
> Edit Dashboard.
Here you’ll see the same UI, no
downloads.
You have full drag and drop
capabilities to add the analysis to the
dashboard. Also, I can re-arrange
other analysis on the dashboard.
Find the BI
example and drag it
to various locations
on the dashboard
editor. Take an
existing analysis
and move it around
as well.
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I want to add a few links options to the
reports. Modify, printer friendly and
download link. We’re going to save the
changes.
Click properties
button on BI
Example and
choose Report
links. Click the
‘Save’ button.
Now you can see the BI example that
we built earlier on the dashboard.
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