Search This Blog

Monday, 26 November 2012

Guided Navigation

Guided Navigation

Guided Navigation:

is a way of making OBIEE dashboards and reports more dynamic, personal and relevant to the current user viewing the dashboard.

For example - specific regions of the dashboard can be made to 'only' appear when there is important information to report.

To do this you create a condition based on either an Analysis or KPI, where the result is boolean (true/false).
i.e. a count > 20 or no rows returned.

The conditions can be used to determine:

  • If agents should run and /or to who they should deliver their contents.
  • If action links are displayed
  • If reports are shown

For example if the sales department has a target to meet, an anlysis could be built to only show a report if sales targets are not met and also send out an email report via the agent showing underperforming sales. If targets are met, then no email is sent, or a 'nice' email is sent out.

There are two types of condition - Named and Inline.

Inline Conditions:

If you only ever intend to use a condition once - and this condition is only for dashboard reporting, you can create an inline condition. This is created within the dashboard page when you build and design the layout and is saved as part of the page.

Named Conditions:

A Named Condition is created from the New dropdown or from the create --> more panel on the home page. It is as its name suggests, named, and therefore saved. This means that the same condition can be used in many places to guide action links, raise alerts or expose parts of the dashboard.

A judicious use of guided navigation using conditions can improve the entire BI experience for your users, but as always, too much of a good thing will confuse rather than clarify the story you tell using the dashboard as your canvas.

No comments:

Post a Comment