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Why, hi everybody, and welcome back to our Part 2 of our exploration of OBI
(or Oracle Business Intelligence.) We discussed opening a report in Section
1,
now we're going to go back and pick up where we left off and modify a report.
In our first episode, we discussed Filters.
Filters determine the information that is displayed in a report.
If you were interested in looking at different information
(for example, from a different account or department)
you can change the filter that is being used
for a particular report.
The filter settings are located in the Edit Prompt section of
the report. Now, to access these prompts, in the upper left-hand corner of the screen,
find the heading labeled
Edit Prompts.
Beside that label is a plus sign.
Select the plus sign to reveal the existing drop-down boxes. Initially, the
department prompt is set to the President's Office - well, unless you
happen to be in the President's Office, step one is to select your department.
For this demonstration, we've chosen to use the Provost Office. There are a
number of ways you can change a prompt to modify a filter.
The fastest method is to use the Search feature.
To get to the Search feature, choose the Department drop-down.
At the very bottom of the drop-down box is the More/Search link.
Select the link to open the Select Values dialog box.
To search for the Provost Office
change the Name dropdown from Stats too Contains,
uncheck
Match Case,
and type either department number or the word
Provost
then click Search, and, if everything's going well, the Provost Office should be
listed.
To add the Provost Office to the filter, double-click that item in the left column
and it will move to the right column.
To remove the President's Office from the filter, double-click that item in the
right column and it moves to the left.
Select OK in the lower right portion of the Edit prompt window
and select Apply.
In a moment, a new table will appear in the lower part of the screen.
Now, to give yourself more screen space, minimize the Edit Prompts window
by clicking the Minus sign
next to the heading.
And to verify your changes, note the Report filters below the Report table.
That filter should indicate the department
is set to Provost.
You can further refine your report table by moving and removing columns. For
example, let's assume the Project and Class fields are not going to be used.
We can remove them for a cleaner view by right-clicking on the column
heading and choosing Exclude Column.
You can remove as many columns as you like.
Make sure one column disappears before you attempt to remove another one.
You can also move columns by selecting the small gray handlebar
that appears at the very top of the column when you hover over it.
When you move your cursor over the handlebar, a four-way arrow will appear.
Click and drag to move that column
to the desired position.
Your customized view can be saved and
even reused. Come on back in Part 3 and we will cover
how to save your customizations.