Emailing reports to non OBI users using IBots

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Sometimes companies need to distribute their OBI reports via email to their employees. For example the sales department needs to have the weekly sales report on their email inbox every Monday morning so they can start the day analysing the sales without having to download any report in OBI. This can be easily achieved by using IBots, as we can schedule them to send the reports to the users or groups that we want.

But let’s imagine now that as the sales figures are really good and the company decides to email them to organisations outside the company (newspapers, magazines…). In this case as we want to email reports to non OBI users we need to reconfigure the IBots as it is not configured by default to send reports by email to non OBI users.

In this article we are going to see how to send a report by email to users that do not belong to any of the defined OBIEE groups or are users by itself of OBIEE using iBots.

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Grand total Conditional Formatting in Pivot tables

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Sometimes because of the users requirements we need to apply a specific format to our reports, different from the default one. As an example in a table we might have to change the cell colour depending on the value of that column (i.e. Green cell for positive values, red for negatives). In this case we will just apply conditional formatting and we could easily solve it, but this solution does not work in grand totals in pivot tables.

In this article we are going to see how to conditionally format a grand total in a pivot table by changing the XML code of the report.

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Aggregation Based on Dimensions

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Sometimes because of the nature of the data in our system we need to have different types of aggregations (sum, max, last…) for one single measure. Therefore the aggregation type needs to be different depending on the dimensions (Date, Product…).

One clear example of this is in dealing with stocks. Stocks have different kinds of aggregations depending on how you look at it.

The aim of this article is to know how to deal with these different aggregation level measures and implementing a solution in the OBI repository to solve the issues that those measures bring.

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Retrieving revenue average of last N months

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An effective way of measuring any business process is to compare its performance during two periods of time. This comparison reveals the effectiveness of the decisions made during the second period. Therefore the results of that comparison are key to justify and support the decisions made.

This article describes the steps needed to build a dashboard showing the average order amount for the last months. The actual number of months will be chosen by the user when refreshing the dashboard.

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Retrieving non-existent data for a global view of reality

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When reviewing sales data, sometimes there is a need to show not only the data that exists, but also the data that does not exist. For instance, in the tables below we can see that no revenue was generated in the month of April and also that no revenue was generated from customer JKL between January and June.

chart 1

chart 2

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