Generating Analyses from KPIs

Use the following procedures to generate an analysis from a KPI. An analysis is a query against an organization's data that provides answers to business questions such as "What are my yearly regional sales of a specific beverage?" For additional information about analyses, see Chapter 2, "Creating Analyses."

You can generate an analysis from a KPI that is included in a KPI watchlist, scorecard, or scorecard diagram view on a dashboard. After you generate the analysis, it is stored in the catalog's Drills folder (/My Folders/Drills). Note that because the My Folders/Drills folder is used for temporary storage, the analysis might not persist after your session ends. To preserve the analysis, copy it to another directory. For example, to preserve an analysis that you plan to use in a shared dashboard, copy it to a folder in /Shared Folders.

After the analysis is generated, the analysis can then be placed onto a dashboard, opened from the catalog as an analysis, or attached as a related document in a scorecard, KPI watchlist, or KPI. Every time a user opens the analysis, its data is refreshed.

To generate an analysis from a KPI on a watchlist:

1. Locate and open the KPI watchlist from the catalog, scorecard, or dashboard that contains the KPI watchlist.

2. Go to the Performance tab and within the KPI Watchlist table, select the row that contains the KPI that you want to output to an analysis.

3. Click Objects and then select Analyze. A new browser tab opens and displays the analysis, and Oracle BI EE saves the analysis to the catalog's Drills folder (/My Folders/Drills).

To output an analysis from a KPI on a scorecard:

1. Expand the scorecard's strategy tree, initiative tree, Scorecard Documents pane, or Catalog pane and select a KPI.

2. Right-click the KPI and select Analyze. A new browser tab opens and displays the analysis, and Oracle BI EE saves the analysis to the catalog.