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Modify Existing Dashboard (add columns)

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Charles M
Charles M Rank 6 - Analytics Lead
edited Aug 13, 2024 5:53PM in Oracle Analytics Cloud and Server

Hi All -

Our business users have requested to add (2) columns to an existing dashboard page. From what I can see, these two columns are already present/available in one of the subject areas.

What is the best practice for doing this?

Please let me know if any additional details or clarifications are needed here ...

OBIEE 11.1.1.9.3 (as part of OBIA 11.1.1.10.1)

Thanks in advance!!

Regards,

Charles

«13

Answers

  • Gianni Ceresa
    Gianni Ceresa Mod

    Hi,

    As columns can't be added to a dashboard or a page I guess you mean that you want to display them in the analysis you have on that page?

    If they are part of the subject area used by the analysis no problem, just add them.

    If they aren't you would end up doing UNIONs to add these columns from another subject area and it get messy ...

    So all depends if they are part of the used subject area of not.

  • ArijitC
    ArijitC Rank 6 - Analytics Lead

    I think it depends on personal preference and the kind of reports / graph you add in the dashboard. I think one column  and two columns are very common. All oracle sample dashboards are either one or two column.

    Thanks

    ArijitC

  • Charles M
    Charles M Rank 6 - Analytics Lead

    Thanks Gianni.

    As columns can't be added to a dashboard or a page I guess you mean that you want to display them in the analysis you have on that page?

    > Correct

    If they are part of the subject area used by the analysis no problem, just add them.

    > Trying to confirm this. I can see that all of the existing columns come from a single subject area.

    If they aren't you would end up doing UNIONs to add these columns from another subject area and it get messy ...

    > Would this involve RPD work?

    Regards,

    Charles

  • Gianni Ceresa
    Gianni Ceresa Mod

    I hope for your it's already the right subject area as it would just take 2 minutes

    The "UNION" is still a front end thing, but I really would suggest to avoid it as you end up with many more issues in the end (losing things like drills etc.).

    If it isn't in the subject area but in the business model (inside the RPD) on which the subject area is based it takes you 2 minutes (drag & drop) in the RPD itself to expose them in the subject area.

    If they come from a different model then it will be more complicated as you will need to analyse how to model them inside the business model on which the subject area is based (this one too in the RPD).

  • Charles M
    Charles M Rank 6 - Analytics Lead

    Hi Gianni,

    Well, today is not my lucky day . I can see that one of the columns is there and one of them is not. But, it looks like the "missing" column is in a subject area that is already in the presentation layer.

    Here is a look:

    pastedImage_3.png

    Each of the existing columns, including one of the new columns, come from 'Financials - AP Holds'. The other new column is in 'Financials - AP Transactions'.

    I believe that everything is under 'Core' in the BMM layer (this is an OBIA 11.1.1.10.1 RPD, with some customizations).

    How does this affect the steps?

    Regards,

    Charles

  • Gianni Ceresa
    Gianni Ceresa Mod

    As far as I remember OBIA has a single huge model, so with some luck your new columns can already work in the analysis where the users ask them (otherwise it's a different thing and ... it will require lot more work).

    Quickest option would be to drag & drop the 2 columns in the subject are you want them inside. If the Admintool allow you the drag & drop it clearly means they all come from the same Business Model, so no issues. Save the RPD once the 2 columns are in the subject area and give it a try in the front-end (you can do the work directly online with the Admintool, so without needing to download the RPD first, edit it and upload it after).

  • Charles M
    Charles M Rank 6 - Analytics Lead

    Ok, thanks Gianni. It does look like both of these subject areas belong to the same model. I did a right-click on each, then Query Related Objects > Business Model. They both are showing as being under 'Core'. So, it sound like you understanding is correct here.

    pastedImage_0.png

    pastedImage_1.png

    To confirm, are you saying that I can take (e.g. drag & drop) a column from one presentation layer subject area to another? Could I instead copy and paste it, so that I don't lose it from the original subject area (in case any existing dashboards/analyses are using it)?

    Regards,

    Charles

  • Gianni Ceresa
    Gianni Ceresa Mod

    Not from a Subject Area to another, from the "Core" business model to the subject area

    Keep in mind it still doesn't mean it will return you the required data, but the tool will let you do it.

  • Charles M
    Charles M Rank 6 - Analytics Lead

    I see. Ok, thanks. I will look to experiment a little bit with this on a copy of our Dev RPD file.

    Thanks a lot for the guidance! I'll provide some additional updates in the near term.

    Charles

  • Gianni Ceresa
    Gianni Ceresa Mod

    Good luck, and remember that the columns when they are there they can still not work because joins are missing or content level isn't set right ... That one will be the last minute surprise