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Overview
Data Visualization for Oracle Business Intelligence 11g reveals the best practices for creating graphs, tables, maps, and other methodologies for presenting data-driven insights using one of the most common business intelligence front-end systems in the world, Oracle Business Intelligence 11g. This information-rich guide offers clear instructions for building top-quality dashboards, analyses, and visualizations from real-world implementers and respected data visualization experts.
You’ll learn everything from improving the readability of your tables to implementing the latest Advanced Trellis Chart features and from adding native map views of BI data to designing optimal dashboard layout strategies. You’ll see how to produce accurate, compelling, and professional graphics that will immediately enhance corporate decision making.
- Shows proven steps for extracting maximum impact from native features that are little known to the majority of BI users
- Covers dashboard strategy, including layout, design, navigation, master detail linking, action links, and prompts
- Addresses how to extend Oracle Business Intelligence 11g with advanced languages and visualization systems such as JavaScript-based D3 and JQuery, R, and Oracle Application Development Framework
- Includes an associated web gallery showcasing the colors and graphics that render best digitally
Product Details
| ISBN-13: | 9780071837279 |
|---|---|
| Publisher: | McGraw Hill LLC |
| Publication date: | 02/13/2015 |
| Sold by: | Barnes & Noble |
| Format: | eBook |
| Pages: | 352 |
| File size: | 51 MB |
| Note: | This product may take a few minutes to download. |
About the Author
Dan Vlamis has been developing OLAP applications since 1986 when he graduated from Brown University with a Bachelor's degree in Computer Science. He worked with Express at Information Resources Inc. (IRI) where he led the back-end team that wrote Oracle Sales Analyzer in Express. In 1992 he left IRI and moved to the Kansas City area where he founded Vlamis Software Solutions Inc. which has led more than 200 OLAP implementations. Dan has been a frequent speaker at major Oracle conferences such as Oracle OpenWorld IOUG, Collaborate, and ODTUG for over a decade. As an Oracle Business Intelligence Warehousing and Analytics (BIWA) board member he chaired BIWA Summit 2008 and was the BI/EPM/DW Track Chair for Collaborate 10 and Collaborate 11. Dan was a co-author on the Oracle Press book Oracle Essbase and Oracle OLAP - The Guide to Oracle's Multidimensional Solution. Recognized by Oracle as an Oracle ACE he is often featured in Oracle Magazine. Dan is a customer advisory board member for Oracle BI and OLAP-related products and he consults with Oracle Product Management regularly. Dan covers BI and OLAP through his popular blog at www.vlamis.com/blog.
Tim Vlamis is an expert in the visualization of data and the design of business intelligence dashboards. Tim combines a strong background in the application of business intelligence (BI), analytics, and data mining with extensive experience in business modeling and valuation analysis, new product forecasting, and new business development processes and scenario analyses. Tim earned his Professional Certified Marketer (PCM) designation from the American Marketing Association and is an active speaker on BI and data visualization topics as well as marketing and business development. In addition to a life-long study of business processes, systems, and theories, Tim is a passionate student of complexity theory, the history of mathematics, and the principles of design. Tim earned an MBA from Northwestern University’s Kellogg School of Management and a BA in Economics from Yale University. As an Adjunct Professor of Business, Tim teaches in Benedictine College’s Traditional and Executive MBA programs.
Table of Contents
Preface xiii
Acknowledgments xvii
1 Introduction 1
About Oracle Business Intelligence 11g 2
Business Intelligence System Goals 2
Humans Evolved to Sense the World, Not to "Do Numbers" 4
Basic Principles of Bl Dashboards 5
Bl Systems Need Training 6
Dashboard Best Practices 7
Motion Demands Attention and Cannot Be Ignored 7
Color Is Powerful 7
Alignment and Position 7
A Little Bit about Tables 8
Background Thoughts on Graphs 9
Data Visualization Graph Views 10
Map Views Communicate Effectively 11
Dashboard Design Examples 11
Oracle's OBIEE SampleApp 12
The Sample Dashboard Is a Good Start 12
Improving a Dashboard from SampleApp 14
Where the World of Business Intelligence Data Visualization Is Headed 16
Summary 18
2 Tables 19
Understanding Table Design 20
Table Views vs. Pivot Table Views 23
Stating a "Need" Sentence 24
Table Views 24
The Criteria Tab Sets the Basic Properties 25
The Column Properties Dialog 25
Table Views-Results Tab 38
Editing Table Views 39
Pivot Table Views-Results Tab 44
Organizing Dimensions in Pivot Table Views 46
Conditional Formatting 48
Table and Pivot Table Right-Click Interaction Menus 54
Performance Tiles 55
Summary 56
3 Graphs 59
Types of Graphs and When to Use Them 60
Line Graphs 60
Time Series Line Graphs 68
Bar Graphs 69
Line-Bar Combo Graphs 77
Waterfall Graphs 80
Pie Graphs 81
Area Graphs 84
Scatter Plot Graphs 85
Bubble Graphs 88
Radar Graphs 89
Pereto Graphs 90
Summary 91
4 Maps 93
Justification for Maps and When la Use Them 94
Maps, Layers, and Spatial Basics 96
Geocoding 98
MapViewer Basics 99
MapViewer and OBIEE 99
MapViewer Administration 100
Using Maps with OBIEE 101
Creating Choropleth Maps 101
Interacting with Maps 104
Map Color Choices 106
Bubbles and Variable Shapes on Maps 108
Placing Graphs on Maps 113
Placing Lines on Maps 115
Combining Data Sets on Maps and Using Map Feature Layers 117
Custom Integration of Maps in OBIEE 121
Summary 121
5 Advanced Visualizations 123
Trellis Charts 125
Simple Trellis Charts (Type 1 Trellis Charts) 128
Advanced Trellis Charts (Type 2 Trellis Charts) 131
Gauges and Dials 132
Extending Native OBIEE Data Visualization Views 136
Showing Data Distributions Using Tricks with OBIEE Stacked Bar Graphs 136
Oracle ADF Visualizations 141
Using R Visualizations in OBIEE Dashboards 142
Using the Third-Party Visualization Engine D3 147
JQuery 152
Summary 156
6 Bl Publisher 157
The Power of Pixel Perfect Visualizations 158
Bl Publisher Contrasted with OBIEE 158
Bl Publisher Report Components 160
Data Model 160
Template 160
Properties 161
Layout Editor Is the Major Interface 161
Interacting with Bl Publisher 162
Bl Publisher Dual-Y Graph Types 169
Bursting Reports 174
Summary 176
7 Dashboard Design and Mechanics 177
Roles of Dashboard Users 180
Common Roles in Organizations 182
Importance of Dashboards Depends on Roles and Usage 184
Dashboard Content Can Vary by User 184
Dashboard Standards and Style Guides 185
Important OBIEE Dashboard Considerations 186
Basic Layout 186
Include Contextual Information on Dashboards 188
Dashboard Format and Placement of Contents 189
Form Follows Function 191
Alignment, Grids, and Structure 191
Dashboard Layout Mechanics 191
Dashboard Property Page Size 193
Laying Out Dashboard Columns 194
Laying Out Dashboard Sections 200
Summary 203
8 Dashboard interactions 205
Users Already Know about Interactions 206
Dashboard Interactions Are about Engagement 207
Master-Detail Linking 209
Configuring Master-Detail Linking 209
Formatting Views with Master-Detail Linking 212
Slider Prompts with Master-Detail Linking 213
Map Views as Detail Views 213
Dashboard Prompts 215
Standard Prompts 216
Calendar Prompt 219
Slider Prompt 221
Image Prompt 221
Cascading Prompts 224
Creating and Applying Saved Customizations 225
Navigation 225
Primary Navigation Actions 226
Action Link Menus and Navigation Dashboards 230
Summary 231
9 Scorecard and Strategy Management 233
Oracle Score Card and Strategy Management Objects 235
KPIs 235
Objectives 236
Initiatives 236
Scorecards Defined 236
OSSM Visualizations 237
KPI Watch list 238
Strategy Tree 239
Strategy Wheel 240
Strategy Map 241
Cause-and-Effect Map 242
Custom View 243
Summary 244
10 Mobile 245
Three Main Methodologies for Viewing OBIEE Dashboards and Content on Mobile Devices 247
Web Browser 247
Oracle Business Intelligence Mobile HD and Oracle Bl Mobile 248
Bl Mobile App Designer 249
General Principles for Effective Data Visualization on all Mobile Devices 249
Smaller Screen Resolution 249
Design Dashboards with a Specific Role in Mind 250
Prefer Small Tables 250
Prefer Performance Tiles 251
Prefer Visualizations That Show an Overall Pattern in the Data 251
Eliminate Unnecessary Visual Noise 252
Include Fewer Prompts and Limit Prompt Selections 252
Consciously Organize Catalog Structure and Folders 254
Encourage Users to Capitalize on Mobile Navigational Features 254
Dashboard Layouts and Gestures for Mobile 255
Mobile Layout 256
Original Layout 256
Gestures 258
White vs. Black Dashboard Backgrounds 258
Maps on Mobile 259
Bl Mobile App Designer 261
Summary 267
11 Other Visualization Topics 269
Principles of Design 270
Unity 270
Harmony 271
Balance 271
Rhythm 271
Proportion and Scale 271
Emphasis or Dominance 272
Variation 272
Color 272
ColorBrewer 2.0 274
iWantHue 276
W35chools HTML Color Picker 279
Changing the Default Colors for Graphs in OBIEE 280
Defining OBIEE's User Interface Through Skins, Styles, and Messages 281
Skins 281
Styles 282
Messages 283
Alerts 284
Best and Recommended Visualizations 286
Data in the Real World 288
Controlling What Data You Show 289
Filters 289
Selection Steps 290
Grouping Values: Bins and Groups 292
Top/Bottom 10: Exception Analysis 293
Label Visualizations Appropriately 294
Sorting 295
Significant Digits 295
Null Values 295
Interactions 296
Hover-Over 296
Click Events 296
Summary 297
12 General Advice 299
Working with BI Catalog 300
Organizing the Bl Catalog 300
Copying Dashboards for Modifying 302
Using Save As 303
Keeping the Catalog Clean 304
Search to the Rescue 305
Development Standards 305
Why Have Development Standards 306
What to Include in Development Standards 306
Working the Project 307
Working with Executives 308
Working with IT and DBAs 308
Whole Organization 309
Developing Trust in Bl Systems 309
Getting Started 311
Workshops 311
Assessments 312
Training 312
Metadata Communication and Documentation 313
The Long Road 313
Summary 314
Index 315