Welcome to

SAMIEEE/OBIEE 11g Training

IEEE
Member & Geographic Activities Dept.
Technical Activities Dept.

Whats New and What You Need to Know

SAMIEEE for IEEE Volunteers

Course Objectives
At the end of this course, you will be able to:
Learn the new SAMIEEE terminology
Navigate the new home screen
Navigate the personal and shared folders
Open and edit a predefined query
Create an new analysis
Apply sorts and filters to your analysis
Add additional fields to an existing analysis
Change column properties

Whats Changed
BMS

IBP

Siebel Analytics (or Answers)

OBIEE (Oracle Business

Intelligence Enterprise Edition)

Generic Opening Screen

Customized Home Screen

Requests

Analysis

Save Button

Save and Save As Button

Charts

Graphs
Plus, a new look and feel

What Hasnt Changed

What Hasnt Changed
Still create reports (analyses) the same way

Still work with filters, prompts, and different layouts

Dashboards can still be viewed and created

OBIEE 11g Terms

OBIEE 11g Term

Description

Analysis

The way to choose the data you wish to

display and its results

Column

Individual field which contains data and

can be used in an analysis

Subject Area

Large collection of columns. Only one

subject area can be used per analysis

Criteria

The individual columns and their

placement that you want to display

Results

The data that matches the columns you

have chosen in the Criteria tab

Filter

A way of narrowing down the results

displayed

The SAMIEEE Tour

Logging into SAMIEEE

Open an Internet Browser log onto the IEEE
SAMIEEE home page.
http://www.ieee.org/samieee
Select the appropriate link
Enter your IEEE web account username and
password
or
If you have converted to new IEEE platform
enter appropriate email address and account
password.
Click on sign in button.

New Sign-on screen

The Home Screen

Now personalized to the user
Will contain:
Your recent analysis, dashboards and
charts
What has been most frequently used by
other users of the system
Create menu allowing you to create
most anything you need
Browse menu to find created items

New Home Screen

Most Recently Created Dashboards

Create Menu

Other Most Recently Created Items

Content Menu
Most Popularly Used Items

Help Menu

Quick Access Menu

Home
Tab

Available
Analyses

Open an
Existing
Dashboard

Create a
new
analysis

Open a
private or
shared file

Your OBIEE 11g Folders

You can store analyses and other
objects in folders in OBIEE 11g
There are two different types of folders
My Folders your personal folder, viewable
by nobody else
Shared Folders SAMIeee folder
containing Predefined Queries for volunteers
and IEEE Volunteer Queries folder for
volunteers to share queries with other
officers in their organizational unit

Viewing Your Folders

Click All Content and

choose Browse Oracle
BI Presentation Catalog

Choose Catalog to open

folder list

Choose Open from

your Quick Access Bar

Search Feature

Search for
an analysis,
dashboard,
or other item

Type in
your search
term

Opening an Analysis (query)

The Open link reveals a
Windows Explorer-like interface,
allowing for different views

Predefined Queries
The SAMIeee Shared Folder contains several subfolders

Geographic Predefined Queries

contain analysis created for use
by Organizational Units, such as
Regions, Sections, Chapters.
Society Predefined Queries
contain analysis created for use
by Society users.
MD Predefined Queries contains analysis created for use
by Membership Development Officers.
Volunteers with SAMIEEE access can use any of the
predefined queries.
Queries can be run as is or modified. If modified,
they can be saved to the users My Folders.

Open Predefined Queries

Select Catalog to open
list
Double click to open
SAMIeee shared folder and
then open required subfolder

Scroll to find query click on

open to run instantly or edit
to open Criteria/Results area
to modify

Using Predefined Queries

Select Criteria tab to modify or add multiple
columns and/or modify or add filters.

Select Results tab to view completed

analysis or add single column to analysis.

Creating an Analysis (ad hoc query)

Before You Create That Analysis!

Its important to plan your analysis
carefully, so you dont have to
continually make changes
Ask yourself questions about what you
want to produce, and which fields you
want to use to get that result

How Do We Create an Analysis?

Under the Create

menu, select
Analysis

OR

Select New from

quick access bar

Select SAMIeee Subject Area

Your OBIEE 11g Analysis Screen

Adding Criteria to an Analysis

Drill down into the folders to find the
column you want to add
When you find the column, double click
on it or drag it to the Selected Columns
screen
Columns can come from anywhere
within the Subject Area

Column Close-Up

Parent Folder

Column Name

Criteria Added to Selected Columns

Running an Analysis

Running an Analysis
When your columns are placed, select
the Results tab
The OBIEE 11g screen will show the
analysis is running

Results will populate when the analysis

is finished

The Analysis Results Screen

Some Tips for Running Your

Analysis
If your analysis is running for a long
period, you may wish to cancel it and
notify samieee admin at
samieee@ieee.org. If running a
predefined query, give name. If
running an ad-hoc analysis, give field
and filtering specifics.
Use Filters to reduce the number of
matching records.

Navigating Your Results

There are 25 records per screen
You can
Go forward one screen
Go back one screen
Move to the beginning
Display all results (Not recommended)

First

All
Previous

Next

Saving Your Analysis

You can either Save or Save As
Navigate to the folder where you want
to save the analysis
Enter in a name and a description

Save
Save As

Applying Sorts and Filters

Accessing the Sort Menu

On selected column, click the bulleted
list on the right hand side of the column
name
Select the bulleted
drop down for Sort
and other functions

Sorting
Can sort any column
Can sort multiple columns
First column sorted is primary sort
Second column sorted is secondary sort

If a columns sort is removed,

remaining sorts move up in order
When changed/modified analysis will
automatically run again

The Sort Menu

Filtering
Filtering eliminates unnecessary data
and gives you only the results you need
Can be applied to any column, whether
it is showing in your analysis or not
Can have multiple filters

Filtering on a Column

The Consolidated Filter Button

Filters are now

consolidated to one
button. There is no need
to have a column pulled
into the Selected Columns
area in order to place a
filter on it.

Creating a Filter
Choose the column you wish to filter on
At the next screen, choose the Operator
Examples include Greater Than, Less
Than, Between

Choose your criteria

Typing it in
Select from a drop-down menu
Use the More/Search Feature

Using Filters

Operator
Drop Down
Choices

Changes in Filter Criteria Display

You can
choose
multiple
values at
one time

You may also

need to use the
More/Search
option
Note: There is a limit to the number of
items that can be shown in the
drop down. If that is the case,
use More/Search

Using More/Search
Type in a
whole or
partial
term, and
then click
Search

Your results
appear in the
Name box

Select Move or
Move All

Your
choices are
moved over

Select
OK

Filters Added to the Filters Area

Creating a Filter from

Non-Displaying Columns
Allows you to create a filter for the
analysis without having to display the
column
Keeps your analysis screen clean
Good for when only one value or few
values are being displayed

Creating a Filter from

Non-Displaying Columns

Select Filter
Button and then
choose the More
Columns option

Creating a Filter from

Non-Displaying Columns

Choose the
column you wish
to use, and then
the place filter
criteria

Working With Filters

In the filter area, by
default, the Edit and other
buttons are hidden from
view

When you hover over the

filter line with your mouse,
the Edit and other buttons
will appear

Refining Filters for

Chapter Chair Reports

Chapter Chair Reports/Filtering

Chapter Chairs are automatically limited
to viewing information for their
chapter members.
This includes any joint section or joint
society members.
View includes both Active and
Inactive Status for their Society
(and\or joint Society) therefore, if user
wishes to have list of only Active
members, further filtering must be done
on all predefined queries.

Reports run in Geographic

Predefined Queries folder
All reports include Active and Inactive
Society Members. Reports must be
edited to include a filter for selection.
Find your query.
Select Edit in order to
open in the editing area of
the query.

Query opens in Results Tab.

Immediately click on the Criteria Tab.
Select the Society List field from
the All Memberships and
Subscriptions Folder.

Reports run in Geographic

Predefined Queries folder
Add filter to search for your Society
Membership Code.
Select Operator of contains any
In value, type code for your society (ex.
MEMSSC037). When adding Joint Societies,
type a semicolon (;) in between each code.

Reports run in Society Predefined

Queries
To use these queries, user must edit
each filter to choose their Society and
their Society membership Status.
Open query, select Edit and
immediately select Criteria Tab.

Filter must always include two fields in

order to complete .
Membership or Pub Code
Current Status

Reports run in Society Predefined

Queries
Place filter on Membership or Pub
Code
Select is equal to/is in
Type in MEM plus society code
(for example:

MEMSSC037)

Downloading Your
Analysis

Downloading an Analysis
Analyses can be downloaded into
Excel
PowerPoint
PDF
Web page (.mhtml)
Data (.csv, .txt)

Allows for further refinement of data or

ability to broadcast results

Downloading an Analysis

Download
button

Choices you
are
presented

Inserting Additional
Columns

Adding One Column at a Time in

Results View
Allows for speedy additions to your
analysis results
Can only be done one column at a time
Results will immediately recalculate
Good for small results return or for
inserting small amount of columns
Can be time consuming for large results
return or for multiple columns

Adding a Single Column

While in Results tab,

select the column and
double click to add it
to your analysis

Adding a Single Column - Results

The analysis will
run again and
the column will
appear in the
results.

Adding Multiple Columns

Criteria View
Process allows for multiple columns to
be added to your results at once
Multi-step process
Involves editing your analysis
Gives you flexibility in customizing the
look of your analysis

Adding Multiple Columns

In the Criteria tab,

select the columns and
add them in. When
completed select the
Results tab

Columns Not Appearing

Though you have
run your analysis,
the added columns
do not appear in the
results.
An extra step is
required to get the
columns to show.

Adding the Lost Columns

In the Results view,

find and select the
Edit button in the
top right hand
corner of the
screen

Edit Button

Layout View

In Layout
View, scroll
down to find
Excluded
area. Here are
your hidden
columns.
Drag them to
Columns and
Measures
area.

The Layout View is

presented under the
Results View

Adding Multiple Columns Results

The Analysis will run in
Results view following
each column placement

Finishing Editing
When you are finished editing,
select the Done button on the top
right hand side of the screen to
view your results.

If you dont like the results, you can

choose Revert to go back to the
original results.

Customizing Your
Column Display

Customizing Your Column

Display
Done via Column Properties
Can add borders, shading, change
fonts, or customize how data is
displayed
Customizations will appear when results
are run
Customization may not always
download properly

Customizing Your Column

Display

Customization Tabs
Tab

Customizations Available

Cell Shading

Style

Fonts and Sizes

Borders
Custom Field Names

Column Format

Custom Parent Folder Names

Suppress or Allow Grouping

Data Format

Allows for change in how data

is represented
(e.g. date format)

SAMIEEE

Questions & Assistance

SAMIEEE Staff Contacts

GEOGRAPHIC ORG UNITS CONTACTS
Helen Shiminsky (primary)
Email: h.shiminsky@ieee.org
+1 732 562 5517
Vera Sharoff (alternate)
Email: v.sharoff@ieee.org
+1 732 562 5509
SOCIETY ORG UNITS CONTACTS
Mary Curtis (primary)
Email: m.curtis@ieee.org
+1 732 562 3904
Rosanne Loyal (alternate)
Email: r.loyal@ieee.org
+1 732 562 3903