Export Data in OAS/Data Visualizer

Temoryian · September 2023

Hello,

We recently completed an out of place upgrade from OBIEE 12.2.1.4 to OAS 2023 on Windows Server 2019. I'm unable to export a workbook from Data Visualizer which my organization did not utilize with OBIEE. I'm using an account that has the BI Service Administrator role. I can see the option to export when I'm on the landing page for DV. I right click on the workbook, select export, and nothing happens. I also don't see the option to export when I'm editing the workbook on the visualize or present options.

Doc ID 2801525.1 shows my scenario somewhat. I've manually added the missing DV roles. BIServiceAdministrator is a parent of all roles, so I would think that I have the proper permissions, but maybe I'm wrong. I show myself as having DV Content Author, DV Consumer roles. The underlying dataset has those roles set to full access. I also show as the owner of the workbook and underlying data set. I don't see anything failing in the OBIPS logs. I've also tried in multiple browsers with no luck. Can someone give me a hint on where I should look next for to resolve? Thanks for your time.

Mitch

Temoryian · September 2023

The problem was that even though I had a BIServiceAdministrator role, BIConsumer was missing some permission sets that are needed to see the export options. I previously had to added permission sets to application role BIServiceAdministrator which are missing for out of place migrations from OBIEE to OAS. I navigated to domain home/bitools/bin and executed:

(note: there is a syntax bug (Doc ID 2777665.1) for windows users so my grant permission command has a colon delimiter instead of comma)

grantPermissionSetsToBIRole.cmd -r BIConsumer -p rdc.consumer:oracle.bi.tech.dv.consumer:oracle.bi.dss.CustomKnowledge.consumer

Previously, I had to add permission sets to BIServiceAdministrator to see tiles on the OAS/DV Console as part of a bug (Doc ID 2656979.1):

grantPermissionSetsToBIRole.cmd -r BIServiceAdministrator -p actio.admin:bip.administrator:bisecurity.GBUAdmin:bisecurity.admin:customScripts.admin:dataReplication.access:infer.administrator:obips.administrator:obis.administrator:obisch.administrator:oracle.bi.dss.CustomKnowledge.admin:oracle.bi.dss.SystemKnowledge.admin:majel.administrator:pod.admin:rdc.admin:rdc.monitor:sac.advanced.approle.administrator:sac.approle.administrator:sac.snapshot.administrator:va.admin

I also asked support if there was an application role to permission set default list published. Oracle told me there was not, but if you did a clean install, this is what each application role would be assigned:

BIServiceAdministrator:

va.admin

customScripts.admin

pod.admin

sac.approle.administrator

majel.administrator

bisecurity.GBUAdmin

sac.advanced.approle.administrator

oracle.bi.dss.CustomKnowledge.admin

obisch.administrator

dataReplication.access

rdc.admin

bisecurity.admin

oracle.bi.dss.SystemKnowledge.admin

infer.administrator

sac.snapshot.administrator

rdc.monitor

obips.administrator

obis.administrator

bip.administrator

actio.admin

BIConsumer:

oracle.bi.dss.CustomKnowledge.consumer

oracle.bi.tech.dv.consumer

bisecurity.author

bip.consumer

rdc.consumer

BIContentAuthor:

bisecurity.author

dataload.dataset.author

bip.author

obisch.author

BIDataModelAuthor:

semanticmodeler.author

BIDataLoadAuthor:

dataload.author

DVConsumer:

va.interactor

DVContentAuthor:

actio.author

va.author

I will make sure that each application role has the correct corresponding permission sets. I would advise anyone doing an out of place upgrade to do this as part of their installation steps after you have OAS installed

Here is a link to what all the permission sets do in OAS:

https://docs.oracle.com/en/middleware/bi/analytics-server/security-oas/grant-or-revoke-permissions-assignments.html#GUID-F6FEF638-BE7D-4C55-AA16-80C68AE80CB5

Hopefully this will save others some time. Thanks Steve for your help!

SteveF-Oracle · September 2023

Hi Temoryian (Mitch),

Exporting a workbook is currently a preview feature in Oracle Analytics Cloud (OAC)

see: See Export Formatted Data from a Visualization to Excel (Preview).

OAC features are updated frequently (every other month cadence); whereas Oracle Analytics Server (OAS) is updated annually.

Since this feature is currently in preview for OAC, it will not be considered until OAS 2024 update.

I hope that helps explain why you are not seeing the feature. If it is in an important feature for your organization, you can consider testing in OAC.

Regards,

~Steve

Other comments welcomed.

Temoryian · September 2023

Thanks Steve! Could it be possible to have the OAS documentation be updated to reflect that? https://docs.oracle.com/en/middleware/bi/analytics-server/user-oas/export-visualizations-data-csv-file.html#GUID-D2E5F5E4-1BC7-4619-959C-303C5DF83C24

Michal Zima · September 2023

@Temoryian @SteveF-Oracle Guys, my impression from you conversation is that each of you is talking about something else - @Temoryian is complaining, that export in DV workbook in OAS is not working for him at all (meaning export into different available formats - PDF, JPG, PPTX) and @SteveF-Oracle is replying, that Export to Excel is available just in OAC (as Preview feature).......

@Temoryian, could you, pls, more precisely specify, what export are missing - export of workbook/visualization into PDF/JPG/PPT or export of data of visualization into CSV - accessible via Export -> File menu or Edit -> Copy Data ( copying raw visualization data into clipboard) - which is, of course, available i OAS as well) ?

Temoryian · September 2023

I can't export a workbook into any format even though if I right click on the workbook, I see the export option:

When I open the workbook and am under the Visualize tab (or preview tab), I don't show any options to export the data either:

Sorry for not being more clear, but neither option are working. Can someone include a screen shot showing what options they have to export data or visualizations from a workbook? Thanks!

SteveF-Oracle · September 2023

@Michal Zima - agree, I misread what he was really asking.

Hi Mitch.

Thanks for your feedback. That portion of the documentation is correct, you can export a canvas with several output options when in edit mode, including .csv data. What is not available yet in OAS is exporting to formatted data (e.g. - Excel formatted data)

When in 'Present Mode' for the entire workbook, you only have options for fidelity output.

So, I'm re-reading your steps and following them.

Open a workbook (default presentation mode), right-click on a canvas: export -> file -> data(.csv) and my data exports to a .csv file (as Administrator, Author, Consumer)

Perhaps you can provide your steps.

[EDIT1: Cross-posted at similar time. You provided your steps ]

[EDIT2: Cross-posted at similar time. If you choose export from the home page (as administrator, it will be to .DVA. Export from homepage to DVA is not availble to author/consumer roles]

If necessary, you can file a service request if you need to provide the details only to Oracle.

Temoryian · September 2023

When I open a workbook (default presentation mode) and right click on the canvas, here is what I have for options:

Any ideas what I don't see an export option?

SteveF-Oracle · September 2023

Mitch,

Let's get a few more details.

Open Classic, navigate to your profile, then 'My Account', what application roles do you have assigned?
Was this workbook, or dataset shared with you? or are you the creator/owner?
In present mode, click/select the visualization/data/cell, then right-click, does export in the menu display? (you shouldn't have to do this in OAS 2023, but trying to check some past issues)
In edit mode, click/select the visualization/data/cell, then right-click, does export in the menu display?