A Briefing Book is a collection of static or updatable snapshots of :
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an Oracle BI Interactive Dashboard.
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of an individual analyses (Answer)
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and BI Publisher reports (for 11G)
It allows that content to be viewed by anyone with Briefing Book reader software.
The Briefing Book provides a way to see content offline, or share it with others.
Briefing Books have the same look and feel as a dashboard page. Multi-page Briefing Books have paging controls and are well-suited for presenting information to others.
Briefing Books provide a way to archive the information in a dashboard and can be saved locally on a user’s desktop.
You can download briefing books in PDF or MHTML format for printing and viewing. You also can update, schedule, and deliver briefing books using agents.
To create an Oracle BI Briefing Book
- First we have to check the privileges for the briefing book.
2. Click on Administration à Manage Privileges (under security)
3. Check under Access à Access to briefing books (right side).If not add the user or role to give rights to access the briefing book.
4. Go to Briefing book section under Manage privileges.
Check the accessibility, there will be 2 options like –
1. Add to or Edit Briefing Book – Access privileges. (Users and Roles)
It is used to add more than one report to the same briefing book and we can edit the briefing book name.
2. Download Briefing Book – Access privileges. (Users and Roles)
It is used to download the created briefing book as PDF to view all the reports as updatable or snapshot.
5. Go to dashboard, click on page option à Edit Dashboard.
6. Click on tools à under that click on page report links
7. Check in “Add to briefing Book”
8. Save and run the dashboard. In right side go to page option and click on “Add to Briefing Book”.
9. Once click on “Add to Briefing Book” Option it will ask for Content type, location, Navigation links.
Portal Name: KPI – It shows the page name under dashboard.
Content type: Updatable – Is used to get update information of the page when we refresh.
Snapshot – Static present data of information as image.
Follow Briefing Book Navigation Links – In the briefing book we have the contents list when we click on the contents particular it will go for the topic on the page as linking.
Number of links to follow: it is used to contents and its links.
Description: Describe about the page for Briefing book.
Location: browse the location where the briefing book going to be located I mean saving.
Here I am using content type as “Updatable” and Navigation Links “Yes”.
Browse Location to save the Briefing Book.
Click ok to save.Information will display as “Successfully added to Briefing book”.
10. Edit the dashboard, on the left side top pane drag the folder link to dashboard right side to column or section.
Edit the folder and assign name as Briefing Book and also locate the already save briefing book folder.
- Browse for Location of already saved briefing book folder.
Click ok and save, check in dashboard page.
So newly added KPI is displayed in Financial Briefing book, click it to download.
11. Right Click on KPI and click on PDF to download the Briefing in PDF format.
12. Opening KPI dialogue box will get open to save the KPI as PDF. Click ok.
13. Table of contents will get display first in the PDF with refresh date and time.
14. Click on KPI it will go for the particular of reports of KPI.
15. We can all the reports to single Briefing book by clicking Add to Briefing book below of every report.
16. Click Add to Briefing Book, locate the location of briefing book folder and assign the content types, navigation links, and description and click ok.
Click ok. Check in Briefing book.
You will get the list of dashboard page on the PDF, initially we had KPI now we added Cost comparison by property report.
So two contents and its reports will be saved in Briefing book download and check.17. Click on comparison to check the report, you can check the date and time of adding the briefing book as updatable.
18. You can edit the Briefing Book; by right click on the briefing book click on edit.
19. We can change the KPI or any briefing book from updatable to snapshot and navigation links from yes to no, can change description.
Another Example to Create Briefing Book
To create an Oracle BI Briefing Book
- Navigate to a dashboard in Oracle BI Interactive Dashboards and then perform one of the following actions:
- Click Page Option and then click the Add to Briefing Book button, available as 4th option of Page Option in dashboard page.
- Click Page Option and then click the Add to Briefing Book button, available as 4th option of Page Option in dashboard page.
NOTE: This button is not available on an empty dashboard page. Click the Add to Briefing Book link that appears with an individual request on the dashboard.
- Once we are clicked with ‘Add To Briefing Book’ New pop up window will open like below;
For Content Type, choose one of the following options:
- Snapshot. This adds the content in its current state. Snapshot content preserves the original data and is not updated when the briefing book is rerun. Snapshot content will not be updated using Oracle BI Delivers.
- Updatable. The content is refreshed whenever the briefing book is downloaded, or when it is specified as the delivery content for an iBot in Oracle BI Delivers.
For Follow Briefing Book Navigation Links, choose one of the following options:
- No. Briefing book navigation links will not be followed.
- Yes. Briefing book navigation links will be followed.
- Then click ‘Browse’ with above screen to add this Dashboard page to Briefing Book. If Briefing Book is already created then Select that book and add this page otherwise browse to the location where you want to save the briefing book and give the new name for briefing book and click ‘OK’ to save.
- And then click ‘OK’ with next Screen
We will be getting a confirmation popup window like below after successful creation of Briefing Book
- Click the Cancel button to return to Oracle BI Interactive Dashboards.
This creates an empty briefing book. The briefing book folder appears in the selection pane in Oracle BI Answers and Oracle BI Delivers.
To add additional Dashboard pages add the same briefing book, Click the Add to Briefing Book link or button, and then select the Briefing Book which we have created or create new Briefing Book using the preceding steps.
- If you wish to add only particular saved request from the dashboard not the entire page then Follow the below steps. Click the Page Option from the Dashboard and then click ‘Edit Dashboard’ Option
- Once you are edited the dashboards then go to the section where the saved requests or analysis is available which you want to add to the briefing book. Click Section Properties and then Click ‘Report Links’ Options
From the ‘Report Links’ Option, select customize and then select ‘Add to Briefing Book’ option and then Click ‘OK’.
Now Save and Run the dashboard.
- Now if you are looking below the saved requests or analysis in dashboard you could able to see ‘Add To Briefing Book’ option. Click that option and follow the same steps to add that report to Briefing Book
Congratulations !!! With the above steps you have successfully created Briefing Book in OBIEE 11g.
Adding Briefing Book in Dashboard
- After successful creation of Briefing Book, Edit the dashboard page where you want to add the Briefing Book. Drag ‘Folder’ object from Dashboard Objects to the Column or Section or new Page where you want to add the Briefing Book
- Once we are clicked ‘Folder’ Properties ‘Folder Properties’ pop up will open
Browse the folder where we have saved the briefing book with the ‘Folder Properties’ Window and select ‘Expand’ Option.
- Now Save and Run the dashboard and check the changes in the dashboard. You will be able to see the newly added Briefing Book in the dashboard.
- OBIEE 11g is supporting only .mht and PDF format to download the Briefing book. Right click on the Briefing book from dashboard and select further option to edit or download the briefing book.
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Oracle BI Apps – Troubleshooting – DAC and Informatica Logs – Part 2
The DAC console controls ETL. It runs an Execution Plan for the ETL, which contains Tasks.
Excerpts of information recorded in the DAC logs are displayed in the DAC console > Current Run > Tasks and Task Details Tabs. This means that you can choose to use the DAC Execution Views to drill down on unexpected behavior, or you can use the DAC logs.
A typical ETL investigation process would be:
1) Start off with default logging levels, to avoid system resource overload
2) Review the DAC Execution > Current Run > Tasks and Tasks Details
3) Review the Tasks, filtered by ‘Failed Tasks’ (colored pink)
4) Note the Task Name, Execution Type, and Task Phase
5) Review the Task Details, filtered by ‘Failed’ Tasks.
6) Sort the Failed tasks to find the one that failed first.
• Note the ‘Task Name’ (same as above), ‘Name’ (=Informatica workflow name), and ‘End Timestamp’. Double click on the ‘Status Description’ column, which will in give you further information, in context of the type of task which failed. For example if an Informatica session was being executed (Task Execution Type= Informatica), and has failed, it will give the session name, on the other hand, if the DAC task that failed was “internal”, it will not be relevant to give an Informatica session name.
Note: Alternatively you could use the DAC logs, starting with the etl_summary, to obtain similar info.
By doing above analysis now we have:-
• Obtained an overview of the ETL execution
• Found out which Informatica workflow and sessions (and their logs) to use if we need to find more detailed info.