Tip on using New Waterfall Viz in DVD 3.0

In preparing for my presentation on What's New in DVD 3.0 Webinar (tomorrow!), I found that the new waterfall visualization was geared towards balance measures (like a checking account balance) instead of a flow or performance measure such as profit.  One of the key differences is that for a flow measurement the value can easily be negative.  In any business, you may lose money in a given period, but you hope to make up for it in prior or future periods.  In addition, flow analysis can be great for showing sources of gains and losses.  A waterfall graph typically shows this very nicely.

But the waterfall graph in DVD 3.0 is designed for balance information.

In order to use the waterfall graph, you can convert from the flow measure (such as profit) to a balance by using the RSUM function in OBIEE.  Put simply, RSUM(profit) gives you the running sum of profit for the year, adding up each month.  It accumulates the profit which is exactly what you need in order to use the waterfall graph.

So, on the left you can see a waterfall graph of an inventory balance.  No special formulas needed.  On the right, you can see a waterfall graph of profit.  In this case, we actually use the cumulative profit measure so we can properly visualize the periods where we lost money.  We can easily see that we ended the year with a total of $9346.

Controlling permissions in OBIEE and DV

I was asked recently about permissions of uploaded data in OBIEE and Data Visualization.  (New) in version I am able control who gets to see the data I upload via the Permissions tab of the Data Sources dialog box.  I can control via individual Users (good for quick collaboration between users) or via Roles (good for controlling access for corporate and departmental initiatives).  See the below screenshot.

Here I prodney has granted permission to abell to access the Accounts data set.  Similiarly, you can control who has access to the data that you upload. This has huge implications on how OBIEE users share data across an organization.  As more and more users use the data mashup capabilties (including the new ones I shared in my webcast on new OBIEE features), it will become more important how users control access to spreadsheets and raw tables in Oracle (and other) data sources.  Let me know what best practices you are developing with this capability.

Embedding Data Visualizations from VA in OBIEE Dashboards

As previously mentioned, we had a huge turnout for my presentation on What's New in OBIEE

Two questions that came up are:

  1. How do I integrate VA content into an OBIEE dashboard?
  2. Can I specify in a URL that I want VA content in presentation mode?

Philippe Lions from Oracle answered both questions in a video he made and posted in his blog entry.

Thanks, Philippe!

Oracle BI SampleApp v607 and Resources Webinar, August 16, 2016, Noon Central

Join Dan Vlamis, Oracle ACE Director, as he demonstrates Oracle Business Intelligence using the latest release V607 from the Oracle BI SampleApp team. SampleApp is known in the Oracle BI consulting community as THE go to platform for showcasing what Oracle BI is capable of. Release V607 of SampleApp runs on version (first 12c patch release) of Oracle Business Intelligence Enterprise Edition. Expect a fast-paced presentation with a live demo using a brand new SampleApp image. 

The webcast will also include other demonstration and learning platforms Oracle is rolling out to users. This platform is geared towards Oracle BI (and Data Visualization Desktop) users, allowing them to learn new techniques, and even to download additional visualizations into the Oracle BI platform.

Register now for this popular webinar! Tuesday, August 16, 2016 at noon Central

Looking for Participants in Oracle BI 12c Beta

We are already working with a few companies that are helping to proviude real-world examples of Oracle BI 12c migration stories.  Let us know if you can join us in evaluating Oracle BI 12c during the beta period.  We're especially looking for example RPD files to be migrated from Oracle BI 11g to Oracle BI 12c so we can help Oracle shake out any issues with the migration before they button down the release.  What do you get out of it?  The chance to see how *your* specific design reacts to the enhancements in Oracle BI 12c and the chance to see what the enhancements in 12c will enable you to do in the future.  Contact us today if you are interested in participating because this window of opportunity will close soon since the beta period only lasts so long.