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Knowledge Management Template

HOW TO CREATE A NEW OBIEE REPORT

Project Last Updated Owner Production 8/27/2013 Amreen Khan

Document Purpose
Employees who have access will be able to create new reports in OBIEE using this document.

Steps for Creating a New Report in OBIEE

# Instructions 1 If need be get permission from Janette MacKenzie and the BI team in order to get access to creating new reports in OBIEE 2 Wait for Janette MacKenzies or BI Teams approval e-mail granting access Screenshot

The URL is also located in the Fort Home Page under Quick Links as BI Dashboards

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# Instructions 3 Create a New Report

Screenshot Once logged in, click on the New Tab, maneuver to Analysis and pick a Subject Area of your choice

Note: Only Subject Areas youve been granted access to will be visible

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# Instructions 4 Select Columns specific for your Report and Add filters as needed

Screenshot The Columns will be on the left hand side under the Subject Areas section, drill into each subject area to pick a column specific for your report

Then: Drag and drop your columns into the Selected Columns section

To Add Filters: In the Selected Columns section under each column is the drop down button to the right hand side, click on the drop down select Filters and change filter to your preference

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Add Example of the filter section and what its for!

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# Instructions 5 Obtain Results and Change Views

Screenshot Click the results tab in the left hand corner to get the table view

What is a view and describe it, look at the binder? To Change the View, in the bottom left hand corner under the Views section click the New View button

Youll get a drop down of different views, the drop down also includes the filter view 6 Bar Graph Example Click on the Bar Graph view, to get the graph in the results

Then Click Done at the right hand corner to save the graph in your views. How to change axis, label, and etcput in the screenshot

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# Instructions 7 Merge Views Into One Report

Screenshot To Merge all the views you created for example the bar graph, the table, and the filters. Click on the New Views button, then other views, and then the view selector option

Add All your views to the View Selector and press done, go back to results and drag and drop the View Selector view from the Views section onto your table and then delete the original table and keep the view selector one Add a title and Subtitle to your report by click on The Title tab above the table and then clicking on the pencil icon to edit. Tip: Consider using the run date for your sub-title so that when you print or send someone a copy of the report you have a record of what date the data is as of.

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# Instructions 8 Save Report

Screenshot Save the report by clicking the floppy disk icon to the right hand side next to the question mark icon. Make sure to save the report under the My Folder tab.

9 Running the Report

Catalog > Open Report > Done

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