Working with the Master-Detail Report Feature of OBI 11g (pt. 1)

One of the new features included in OBI 11g is the Master-Detail linking feature. The Master-Detail linking allows you to establish a relationship between 2 or more views; one view is called the Master and will drive changes in 1 or more views called detail views.

You can think of a Master-Detail relationship in a similar manner that you would when navigating from 1 report to another works, but you do not lose sight of the master view.

So, how do we implement a Master-Detail link?

We start out by defining an analysis that will be used to create the master view. Here we have created a simple analysis and filtered for Year = 2008.



Now we want to configure this analysis so that we can create our master view. We will select the “Per Name Qtr” column as the data driver; so, we open the Column Properties window of this column and move to the Interaction tab.



Here we select the “Send Master-Detail Events” under the Value Primary Interaction. Once you select this option a secondary edit box labeled “Specify channel” will be made available. You can enter any unique identifier in this box. For our example, we have entered “MDS2”.

Unlike some interaction options like Action Links” which is available on both Column Heading and Value, the Master-Detail option is only available on the Value. This has to do with how a Master-Detail link functions. The value of the cell you click on is passed to the detail view(s); thus, a column heading cannot be used.



We now navigate to Results and create the view we want as our Master view. Here we are using a simple tabular view. Notice that our “Per Name Qtr” values do not show the typical hyperlink that you would expect from the time dimension column.



Now we need to create a detailed view that will listen to events from our master view. To do this, we will add an additional graphical view from the same analysis. Our graphical view will look at Revenue by Brand with our Quarter values placed into a view slider.



With our graphical view in edit mode, we need to open the properties window.



One of the properties available to us is the “Listen to Master-Detail Events” checkbox. By checking this box, we can define this view to be a detailed view for the event channel we want. In our case, we will enter the value “MDS2” as our event channel which is the same value we defined on the “Per Name Qtr” column properties which is our data driver on the master view.

We want to validate our Master-Detail report is working as expected. We will do this by placing the compound layout on to a dashboard page. I have edited the compound layout so that my views, master and detail, are side-by-side. When you click on a cell under the “Per Name Qtr”; such as, “2008 Q2” on the tabular master view, the secondary detail view (graph) accepts the Qtr value and the slider automatically moves to the selected value.



We will continue to explore the Master-Detail link by looking at more advanced features of this link in my next entry.

Cool New Feature in OBIEE 11g: Master-Detail Linking

A few weeks ago, I was fortunate enough to attend an OBIEE 11g workshop given by Oracle. There were so many cool, new features to be found in this new release of OBI, but one of them that seemed really slick was called Master-Detail Linking.

In a nutshell, you can create an analysis (report) with multiple different views and have the views dynamically change as you click on values from another view. Here’s an example of how to accomplish this:

1. Create a new Analysis and add some columns of interest:


2. View the results and add a pivot table view. Edit the pivot table by moving Region to Columns, and add a Grand Total to the Rows:

3. Now, my compound layout looks like this:

4. Go to the criteria tab, and select the properties of one of your dimensions. I’ll choose Year:

5. Go to the Interaction tab, and under Primary Interaction, select ‘Send Master-Detail Events’. Under Specify Channel, you must give it a name. It doesn’t matter what… just remember it for later. I like to use MD_ (for Master Detail) and then the column I’m using.

6. Go to the results tab, and add a vertical bar graph. Edit the graph by moving Year to Sections and check the ‘Display as Slider’ checkbox. To make my graph more interesting and easier to read, I’m going to move Line of Business down to ‘Vary by Color’.

7. Click on the graph properties icon:

8. On the General tab, check the box labeled ‘Listen to Master-Detail Events’. Be sure type in the Event Channel that you created earlier.

9. Back at the Compound Layout, click the preview icon:

10. Click on the various years displayed in your pivot table. Your graph will dynamically refresh according to the year your clicked on the pivot table and a neat, animated fashion! Very cool!

11. Things to keep in mind: A map view can be the Master, but never the Detail. All other views can be either the Master or the Detail.