Category:Legacy System (OBIEE) Data Warehouse Help Guides
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IAR supports campus data users by developing and maintaining help guides and help videos for our data dashboards and reports. This page contains help guides for the CSUMB Data Warehouse.
If you have suggestions for additional help guides that should be created to support campus data users, Submit User Feedback and let us know.
All Employee (General User) Dashboard Help Guides
Guides for customizing and printing the Student Life Cycle one-pager overview dashboards:
Getting Started and Basics
| Guide | Description |
|---|---|
| Getting Started with the CSUMB Data Warehouse | Signing In to the CSUMB Data Warehouse, Navigating the CSUMB Data Warehouse (Using the Home Page, Using the Header, Using the "Navigation and Help" Dashboard, Navigating Within the Dashboards), Adding Dashboards to Favorites, Signing Out of the CSUMB Data Warehouse |
| CSUMB Data Warehouse Introduction (Video) | Overview of CSUMB Data Warehouse, Logging into the CSUMB Data Warehouse, Navigate the Dashboards, Interact with Data Using Dashboard Prompts, Add Dashboards to Favorites, and Use the Navigation and Help Dashboard |
| Setting Your Starting Page | About the Default Start Page, Suggestions for Helpful Dashboards to Set as Alternative Start Page, Changing the Default Start Page |
Using Dashboards
| Guide | Description |
|---|---|
| Using Dashboards Basics | Typical Dashboard Organization, Pages and Subpages, Prompts, Required Prompts, Optional Filters, Group Breakdowns, When to Use Optional Filters Vs. Group Breakdowns, View Selectors, Clearing Customizations |
| Using Dashboards Advanced - Search Function in Prompts | Using the "Search" Function in Prompts, Locating the Search Function, Navigating the Select Values Interface, Using the Search Criteria, Selecting Values from the Available Results |
| Saving Your Dashboard Customizations and Filters | What are Page Customizations? Saving Your Customizations and Filters, Applying a Saved Customization, Editing Saved Customizations, Clearing Your Customizations |
| Sharing Dashboards Using Bookmark Links | What are Bookmark Links? Creating a Bookmark Link, Sharing a Bookmark Link, Longevity of Bookmark Links |
CSUMB Data Warehouse Features and Documentation / Videos
| Feature | Linked Video | Linked Doc |
|---|---|---|
| Save favorite dashboards | Video | Doc |
| Organize favorite dashboards | Video | Doc |
| Use interlinked dashboards (e.g. used for guided navigation and Help and Navigation page) | Video | Doc |
| Use action links and action links menu that enables navigation to other / related analyses | Video | Doc
(oracle) |
| Change default start page | Video | Doc |
| Use linked data glossary integration | Video | N/A |
| Use linked help guide integration | Video | N/A |
Saving and Sharing Features
| Feature | Linked Video | Linked Doc |
|---|---|---|
| Save end user dashboard customization | Video | Doc |
| Share end user dashboard customizations with other users (e.g. bookmark links) | Video | Doc |
| Create briefing books (e.g. custom compilation of visualizations which can be exported as PDF | Video (from Youtube) | Doc (oracle) |
Exporting and Printing Features
| Feature | Linked Video | Linked Doc |
|---|---|---|
| Ability to print data visualizations to PDF | Video | Doc
Doc 2 (oracle) |
| Ability to export data
Note: For this question, please specify the formats needed for data export (e.g. CSV, Excel, PDF, etc.) and the scope required (e.g. visualization / table, dashboard page, entire dashboard) |
Video | Doc (oracle) |
Accessibility Features
| Feature | Linked Video | Linked Doc |
|---|---|---|
| Accessibility features | N/A (see linked doc for features in OBIEE) | Doc (oracle) |
Dashboard Interaction Features
| Feature | Linked Video | Linked Doc |
|---|---|---|
| Using the range of optional filters / grouping breakdowns on the dashboard: enables the same dashboard to answer questions for various types of users (e.g. academic programs, support programs, grant reporting, etc.) | Video | Doc |
| Organize filters on dashboard (e.g. optional filter groups) | Video | Doc |
| Limit values in filter selectors based on prior selections made (e.g. selecting CAHSS limits major filter to only majors in CAHSS) | Video | Doc |
| Use different types of prompt selectors on dashboards (e.g. Dropdowns - single select, Dropdowns - multi select, Checkbox multi select, Radio Button single select, and Calendar select) | Video | Doc |
| Choose operator type for a filter | Video | N/A |
| Filter by description or code | Video | N/A |
| Use search functionality on filter prompts | Video | Doc |
| Paste in a list of values in a filter | Video | N/A |
| Have data-driven preselection of results / dashboard selectors (e.g. default terms or academic years update to most recent for which data is available) | Video | Doc |
| See applied filter views on dashboards (allowing end user to see what dashboard filter selections they have applied) | Video | Doc |
| Reset prompts to default selections | Video | Doc |
| Have dashboard selections apply to multiple visualizations on dashboard page | Video | N/A |
| Drill into data | Video | Doc |
| Change views on a page (e.g. switch from a graph to a table) | Video | Doc |
| Customize TopN selection (e.g. top 10 courses by various metrics) | Video | N/A |
| Have dashboard selections carry over from one page to another dashboard page | Video | N/A |
| Mouseover tooltips on data visualizations for more information | Video | Doc |
| Use a visualization to control results of another visualization | Video | N/A |
| Interact and customize tables (sort columns and rows, drag and drop columns and rows, add totals and subtotals, exclude columns, etc.) | Video | Doc |
Features for Customization of Dashboards / Visualizations
| Feature | Linked Video | Linked Doc |
|---|---|---|
| Dashboards that have customized formatting / (e.g. header formatting, image / graphics embedded on dashboard layout, customized colors, custom icons, html embedded, etc.) | N/A | Doc
(oracle) |
| Dashboard selections that end users can make to determine the visualization options on the dashboard (e.g. presentation variables are used in conjunction with conditional view sections on the dashboard) | Video | N/A |
| Dashboards with custom note boxes that appear with more information depending on end-user selections made | Video | N/A |
Dashboards with various visualization types available:
|
N/A | Doc
(oracle) |
| Dashboards with customized visualization types and formatting (e.g. custom color selections, conditional formatting on tables, embedding symbols in tables, etc.) | N/A | Doc |
| Dashboards with time series comparisons (e.g. day ago, year ago comparisons) | Video | N/A |
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