Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 4: Navigation in OBIEE

Touring the Global Header and Home Page

This course, Introduction to OBIEE, provides a high-level overview of the basic elements and navigation in OBIEE, the SWIFT Data Warehouse query and reporting tool. OBIEE (Oracle Business Intelligence Enterprise Edition) provides State of Minnesota agencies the ability to retrieve and present financial and human resources data from the SWIFT Data Warehouse in a variety of formats including queries, reports and dashboards. OBIEE delivers a user-friendly business intelligence platform that makes it simple to access data, whether the user is running prebuilt queries and reports or creating them from the ground up. This course is recorded as a PowerPoint presentation, allowing you to review it at your own pace. Click your mouse or use your keyboard arrow keys to advance slides. Red boxes shown in demonstrations are intended to simulate mouse clicks in OBIEE. NOTE: Many of the screenshots in this course were recorded in a demonstration environment. Data displayed in the examples provided does not reflect actual State of Minnesota data.

Lesson 4: Navigation in OBIEE Touring the Global Header and Home Page
Whether you are creating a new item in OBIEE (such as an analysis or dashboard), or searching for an existing one, OBIEEs interface provides simple and intuitive navigation tools to get you to the right spot. In this lessons 4 - 6, well focus on navigation in OBIEE. Lesson 4 will introduce:

The features of the OBIEE Global Header

The OBIEE Home Page

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

Weve logged back into OBIEE and are at the default starting point, the OBIEE Support dashboard.

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

The banner at the top of the page is called the Global Header. Its always visible at the top of the page while youre logged into OBIEE. The links in the global header provide you access to all the OBIEE functionality thats available to you, based on your security clearance.

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

Lets take a closer look at the features available within the global header.

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE provides great search capability within the global header, allowing you to easily find OBIEE objects like analyses and dashboards. Search Results are displayed on the OBIEE Catalog page. Well see an example of that later in the lesson.

OBIEE Global Header

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

The Administration link provides users with the Administrator security role functionality for configuring OBIEE for their agency.

OBIEE Global Header

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

The Help link provides access to Oracles comprehensive users guide, Oracle Business Intelligence Enterprise Edition Help. Click the Help link.

OBIEE Global Header

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Click Help Contents

Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Click Oracle BI EE to open the guide. (Note: The state of MN is not implementing the Oracle BI Publisher)

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

This users guide is a great reference, providing links to detailed information about OBIEEs features. Keep in mind that this guide was written by Oracle and does not provide information on customizations made by the state of Minnesota.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Its also important to remember that the guide may provide information on OBIEE features that you do not have security clearance for.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Tip: Oracles Online Help is searchable if you press Ctrl + F and then type search criteria into the search window that opens.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Click the X to close help.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

Help in OBIEE is context sensitive; where possible, it will provide you with a direct link to the section of the OBIEE users guide that pertains to the page that you are currently viewing.

OBIEE Global Header

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

For example, if you were viewing the OBIEE Catalog page and clicked on Help, it would display a link to information about the OBIEEE Catalog. Lets check that out.

OBIEE Global Header

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

Heres a screen shot taken from the OBIEE Catalog page (Well explore this page in detail shortly.) Click the Help link.

OBIEE Global Header

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Help provides a direct link to information about the page were on: Catalog Page Help.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Click the Catalog Page Help link.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Help opens up to the OBIEE Catalog page Topic. Note: Every page in Oracles OBIEE Help includes a Contents link so you can easily jump to the first page of the guide.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

Click the X to close help.

OBIEE Global Header

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Recall that when its time to exit OBIEE, you click the Sign Out link in the global header.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

The links in the second row of the global header are used to navigate to various pages and created items (like analyses, dashboards, etc.) within OBIEE. Because the global header is always visible at the top of the page, these links make navigation very convenient. Lets check out those links and corresponding pages next.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

The Home link provides access to OBIEEs Home page.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Global Header

Click the Home link.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The OBIEE Home page opens. Note: The global header displays the name of the open page in white.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The OBIEE Home page provides links to create, find, and navigate to items (like analyses and dashboards) in OBIEE. Lets take a quick tour.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The Create section provides an optional starting point for you to begin creating a new item in OBIEE. The options provided in this section vary depending on your security clearance.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The Browse/Manage section provides links to find items that youve created or have shared access to within OBIEEs Catalog. Note: The state of Minnesota is only using the All Content and My Analyses options in this section.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The Get Started section provides an additional link to Oracles online Help (the same guide thats linked to in the global header).

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The Recent section provides links to items that youve viewed most recently. Depending on your security clearance to each item displayed, links are provided to open, edit, or see more options associated with those items.

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Lesson 4: Navigation in OBIEE Touring the Global Header & Home Page

OBIEE Home Page

The Most Popular section provides links to items that youve viewed most often.

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Terminology Review

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Terminology Review
Global Header The banner displayed at the top of any OBIEE page. Includes links that provide access to all OBIEE functions available to you. A page accessed through the OBIEE Global Header that provides links to create, find, and navigate to items (like analyses and dashboards )in OBIEE.

Home Page

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