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Monday, May 12, 2014

Obiee 12c or obiee 11g : using multiple value for a presentation variable in criteria.

obiee use presentation variable in filter

150 comments

obiee use presentation variable in filter

Thank You, very nice tip.

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TIMESTAMPS and Presentation Variables

TIMESTAMPS and Presentation Variables can be some of the most useful tools a report creator can use to invent robust, repeatable reports while maximizing user flexibility.  I intend to transform you into an expert with these functions and by the end of this page you will certainly be able to impress your peers and managers, you may even impress Angus MacGyver.  In this example we will create a report that displays a year over year analysis for any rolling number of periods, by week or month, from any date in time, all determined by the user.  This entire document will only use values from a date and revenue field.

Final Month DS

The TIMESTAMP is an invaluable function that allows a user to define report limits based on a moving target. If the goal of your report is to display Month-to-Date, Year-to-Date, rolling month or truly any non-static period in time, the TIMESTAMP function will allow you to get there.  Often users want to know what a report looked like at some previous point in time, to provide that level of flexibility TIMESTAMPS can be used in conjunction with Presentation Variables.

To create robust TIMESTAMP functions you will first need to understand how the TIMESTAMP works. Take the following example:

Filter Day -7 DS

Here we are saying we want to include all dates greater than or equal to 7 days ago, or from the current date.

  • The first argument, SQL_TSI_DAY, defines the T ime S tamp I nterval (TSI) . This means that we will be working with days.
  • The second argument determines how many of that interval we will be moving, in this case -7 days.
  • The third argument defines the starting point in time, in this example, the current date.

So in the end we have created a functional filter making Date >= 1 week ago, using a TIMESTAMP that subtracts 7 days from today.

Results -7 Days DS

Note: it is always a good practice to include a second filter giving an upper limit like "Time"."Date" < CURRENT_DATE. Depending on the data that you are working with you might bring in items you don’t want or put unnecessary strain on the system.

We will now start to build this basic filter into something much more robust and flexible.

To start, when we subtracted 7 days in the filter above, let’s imagine that the goal of the filter was to always include dates >= the first of the month. In this scenario, we can use the DAYOFMONTH() function. This function will return the calendar day of any date. This is useful because we can subtract this amount to give us the first of the month from any date by simply subtracting it from that date and adding 1.

Our new filter would look like this:

DayofMonth DS

For example if today is December 18 th , DAYOFMONTH(CURRENT_DATE) would equal 18. Thus, we would subtract 18 days from CURRENT_DATE, which is December 18 th , and add 1, giving us December 1 st .

MTD Dates DS

(For a list of other similar functions like DAYOFYEAR, WEEKOFYEAR etc. click here .)

To make this even better, instead of using CURRENT_DATE you could use a prompted value with the use of a Presentation Variable (for more on Presentation Variables, click here ). If we call this presentation variable pDate, for prompted date, our filter now looks like this:

pDate DS

A best practice is to use default values with your presentation variables so you can run the queries you are working on from within your analysis. To add a default value all you do is add the value within braces at the end of your variable. We will use CURRENT_DATE as our default, @{pDate}{CURRENT_DATE}.  Will will refer to this filter later as Filter 1.

{Filter 1}:

pDateCurrentDate DS

As you can see, the filter is starting to take shape. Now lets say we are going to always be looking at a date range of the most recent completed 6 months. All we would need to do is create a nested TIMESTAMP function. To do this, we will “wrap” our current TIMESTAMP with another that will subtract 6 months. It will look like this:

Month -6 DS

Now we have a filter that is greater than or equal to the first day of the month of any given date (default of today) 6 months ago.

Month -6 Result DS

To take this one step further, you can even allow the users to determine the amount of months to include in this analysis by making the value of 6 a presentation variable, we will call it “n” with a default of 6, @{n}{6}.  We will refer to the following filter as Filter 2:

{Filter 2}:

n DS

For more on how to create a prompt with a range of values by altering a current column, like we want to do to allow users to select a value for n, click here .

Our TIMESTAMP function is now fairly robust and will give us any date greater than or equal to the first day of the month from n months ago from any given date. Now we will see what we just created in action by creating date ranges to allow for a Year over Year analysis for any number of months.

Consider the following filter set:

Robust1 DS

This appears to be pretty intimidating but if we break it into parts we can start to understand its purpose.

Notice we are using the exact same filters from before (Filter 1 and Filter 2).  What we have done here is filtered on two time periods, separated by the OR statement.

The first date range defines the period as being the most recent complete n months from any given prompted date value, using a presentation variable with a default of today, which we created above.

The second time period, after the OR statement, is the exact same as the first only it has been wrapped in another TIMESTAMP function subtracting 1 year, giving you the exact same time frame for the year prior.

YoY Result DS

This allows us to create a report that can run a year over year analysis for a rolling n month time frame determined by the user.

A note on nested TIMESTAMPS:

You will always want to create nested TIMESTAMPS with the smallest interval first. Due to syntax, this will always be the furthest to the right. Then you will wrap intervals as necessary. In this case our smallest increment is day, wrapped by month, wrapped by year.

Now we will start with some more advanced tricks:

  • Instead of using CURRENT_DATE as your default value, use yesterday since most data are only as current as yesterday.  If you use real time or near real time reporting, using CURRENT_DATE may be how you want to proceed. Using yesterday will be valuable especially when pulling reports on the first day of the month or year, you generally want the entire previous time period rather than the empty beginning of a new one.  So, to implement, wherever you have @{pDate}{CURRENT_DATE} replace it with @{pDate}{TIMESTAMPADD(SQL_TSI_DAY,-1,CURRENT_DATE)}
  • Presentation Variables can also be used to determine if you want to display year over year values by month or by week by inserting a variable into your SQL_TSI_MONTH and DAYOFMONTH statements.  Changing MONTH to a presentation variable, SQL_TSI_@{INT}{MONTH} and DAYOF@{INT}{MONTH}, where INT is the name of our variable.  This will require you to create a dummy variable in your prompt to allow users to select either MONTH or WEEK.  You can try something like this: CASE MOD(DAY("Time"."Date"),2) WHEN 0 'WEEK' WHEN 1 THEN 'MONTH' END

INT DS

In order for our interaction between Month and Week to run smoothly we have to make one more consideration.  If we are to take the date December 1st, 2014 and subtract one year we get December 1st, 2013, however, if we take the first day of this week, Sunday December 14, 2014 and subtract one year we get Saturday December 14, 2014.  In our analysis this will cause an extra partial week to show up for prior years.  To get around this we will add a case statement determining if '@{INT}{MONTH}' = 'Week' THEN subtract 52 weeks from the first of the week ELSE subtract 1 year from the first of the month.

Our final filter set will look like this:

Final Filter DS

With the use of these filters and some creative dashboarding you can end up with a report that easily allows you to view a year over year analysis from any date in time for any number of periods either by month or by week.

Final Month Chart DS

That really got out of hand in a hurry! Surely, this will impress someone at your work, or even Angus MacGyver, if for nothing less than he or she won’t understand it, but hopefully, now you do!

Also, a colleague of mine Spencer McGhin just wrote a similar article on year over year analyses using a different approach. Feel free to review and consider your options.

Calendar Date/Time Functions

These are functions you can use within OBIEE and within TIMESTAMPS to extract the information you need.

  • Current_Date
  • Current_Time
  • Current_TimeStamp
  • Day_Of_Quarter
  • Month_Of_Quarter
  • Quarter_Of_Year
  • TimestampAdd
  • TimestampDiff
  • Week_Of_Quarter
  • Week_Of_Year

Back to section

Presentation Variables

The only way you can create variables within the presentation side of OBIEE is with the use of presentation variables. They can only be defined by a report prompt. Any value selected by the prompt will then be sent to any references of that filter throughout the dashboard page.

In the prompt:

Pres Var DS

From the “Set a variable” dropdown, select “Presentation Variable”. In the textbox below the dropdown, name your variable (named “n” above).

When calling this variable in your report, use the syntax @{n}{default}

If your variable is a string make sure to surround the variable in single quotes: ‘@{CustomerName]{default}’

Also, when using your variable in your report, it is good practice to assign a default value so that you can work with your report before publishing it to a dashboard. For variable n, if we want a default of 6 it would look like this @{n}{6}

Presentation variables can be called in filters, formulas and even text boxes.

Dummy Column Prompt

For situations where you would like users to select a numerical value for a presentation variable, like we do with @{n}{6} above, you can convert something like a date field into values up to 365 by using the function DAYOFYEAR("Time"."Date").

As you can see we are returning the SQL Choice List Values of DAYOFYEAR("Time"."Date") <= 52.  Make sure to include an ORDER BY statement to ensure your values are well sorted.

Dummy Script DS

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OBIEE Presentation Variable Not working in Filter

User_QVJMI

Respected Members,

Can someone please resolve my issue trying to built MTD report(Date select from prompt):

1- I have Date column "Calendar Date"."Calendar Date" presentation variable @{P_DATE}

2- When I select Date from front end Prompt it should run for all dates in the condition

"Calendar Date"."Calendar Date" BETWEEN TIMESTAMPADD(SQL_TSI_MONTH, 0, TIMESTAMPADD( SQL_TSI_DAY , DAYOFMONTH(date '@{P_DATE}{2016-03-25}') * -(1) + 1,date '@{P_DATE}{2016-03-25}'))

AND date '@{P_DATE}{2016-03-25}'

But unfortunately it gives result of only 1 row of the date which I have selected from PROMPT.

Whereas, if I replace the presentation variable with CURRENT_DATE it gives the correct result.

Please help.

Joel Acha

Have you checked the physical SQL generated by the BI Server? Is that generating the correct BETWEEN clause?

Thank you Joel for your reply I am using correct SQL statement. Column prompt variable is not working for this filter whereas a standard presentation variable worked. But I want to integrate Column prompt presentation variable for this.

Gianni Ceresa

You maybe misread what Joel was saying: what does the physical SQL looks like?

It must be a valid query as you get something back, but what is it like? Because if the physical query is correct the result can't be wrong (ok, it can if you have selection steps or other things happening at the BI Server level, but you didn't say anything letting us believe something like that could exist).

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OBIEE - Date Format in presentation variable, dashboard prompt and logical SQL

Obi Edition

This article talk about the manipulation of a presentation variable with a date datatype .

Starting with OBIEE 10.1.3.4.1 and higher versions, Dashboard Prompt input formats and presentation variable values for DATE & DATETIME columns are standardized to YYYY-MM-DD & YYYY-MM-DD HH24:MI:SS

Articles Related

  • OBIEE - Date Datatype and Functions
  • OBIEE - Cast as date - Which date format to use ?

The big mistake

One big mistake that is made with the date, is that people may confuse between :

  • the format of a date
  • and the data type of a date.

Why ? Because a lot of database include an implicit datatype transformation from a string into a date. See this example below on Oracle :

Oracle take the string '01-JAN-95' transform it as a date and perform the query.

But what happen if you change the format of the date with the NLS_DATE_FORMAT parameter because you are in a multi-language environment :

You fired an error because Oracle expected an other date format to be able to transform it as a date data type.

To be able to support the localization , you must send to the database not a string but a real value with a date data type. You can do that with the TO_DATE function in Oracle.

Then especially when you work in a multi-language environment, you always must set in a filter not a formatted string but a real value with a date data type. The DATE function of the OBIEE logical Sql have this purpose.

To understand more the difference between the data type and the date format, check out this article : Toad - The date format with null and decode

The date function and its date format

In OBIEE, an equivalent of the function TO_DATE is the DATE function which has this syntax

The date format is unique where :

  • YYYY is the Year with 4 numbers
  • MM is the Month of year 01, 02…12
  • DD is the Day of the month in numbers (i.e. 28)

And you use it with a presentation variable (for instance in a filter ) as

See the paragraph examples below to have more insights

In fact, with Oracle, you will receive :

Understanding the datatype of a presentation variable

Before going further, you have to be sure that you pass the date data type to your presentation variable. See this paragraph which show you how to verify it : understanding the datatype of a presentation variable

The localization and the filter

When you set up a filter on a date, you see a string but in background, Oracle BI Presentation Service see it as a real date data type.

Obiee Filter On Date

To demonstrate it, below is a little report in a dashboard, the first one with the LOCALE value as English and the second one as French.

Obiee Preference Myaccount Locale Weblanguage

In Edit-Box Dashboard prompt

In all language configuration (french, english, …) , if you use a edit-box dashboard prompt, you must use this format :

Obiee Dashboard Prompt Edit Box Date

In a formula

In a filter.

To transform the default value as a date data type, you have to use this statement :

or this one :

Obiee Filter Default Value Date Presentation Variable

of in the advanced Sql (Advanced / Convert this filter in Sql):

Documentation / Reference

  • For the date example, Forum Thread with Goran
  • epmos/faces/ui/km/DocumentDisplay.jspx

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COMMENTS

  1. OBIEE 12C: use of presentation variables

    OBIEE 12C: use of presentation variables. I have a question concerning the use of presentation variables: 1) What's the correct syntax for filtering on a presentation variable is used? You allow a user to select multiple values in a filter eg. A and B. If you use the syntax = '@ {PV} {%}' it will result in this sql: = 'A, B' which of course won ...

  2. Real World OBIEE: Demystification of Variables Pt. 1

    When defining a presentation variable using the presentation variable option in a filter or in a prompt, you only have to define the name. Once I click ok, OBIEE will insert the proper syntax for me. The default value is optional but, when defining a Presentation Variable within a filter, you have to specify a default value in order to get any ...

  3. Passing multiple values to a presentation variable

    Meanwhile checkout below KM document which explains on how to make use of Presentation Variable in Column formula based on Column Type. OBIEE 11g: Presentation Variable With Multi Value Selected Gives 'No Results' and Wrong Query Generated. (Doc ID 1418868.1)

  4. OBIEE

    Answers. You can't put the UPPER in the variable field name of the filter as it will take " UPPER (Item) " as the variable name instead of UPPER of the variable " Item ". So in the field you simply enter " Item " and then click on the checkbox "convert this filter to SQL" and there in the LSQL field you add the UPPER function around the full ...

  5. PDF Lesson 7: Variables and Dashboard Prompts

    Presentation Variables Presentation Variables are created by, and exist only in the context of, a Dashboard Prompt. The values of Presentation variables may be used as filtering conditions for any analyses on the dashboard(s) on which the dashboard prompt is present. The use of a dashboard prompt is the only way to create a presentation variable.

  6. OBIEE

    The syntax for referencing presentation variables is as follows: variables - (optional) variableName - a reference to an object available in the current evaluation context that is not a reserved variable name. default - (optional) - a constant or variable reference in Obiee logical sql indicating a value to be used if the variable referenced by ...

  7. OBIEE 12c or OBIEE 11g : Using multiple value for a presentation

    We have a multi select prompt which is initialising a presentation variable (which is a string). When we use this presentation variable in a column formula using a FILTER and IN operator it results in no Result. FILTER("HR Facts"."Headcounts" USING "Location"."Region Name" IN ('@{pv_region}{West}'))

  8. Real World OBIEE: Demystification of Variables Pt. 2

    Note: If you are unsure about the functionality of Presentation Variables, see part one of this blog series. To add Presentation Variables to the filter expression, click Add More Options and select Presentation Variable from the dropdown. When a Presentation Variable is added to the filter, two new text boxes appear.

  9. Real World OBIEE: Demystification of Variables Pt. 1

    So with show of that said, let's dive into part one of the Demystification the Variables. Since that first part are on line, I want to speak about using Bins and Presentation Variables together at a report water and or in dashboard prompts. Before were dive at an example, let me speech a little bit concerning bins plus powerpoint variables.

  10. TIMESTAMPS and Presentation Variables

    Presentation Variables. The only way you can create variables within the presentation side of OBIEE is with the use of presentation variables. They can only be defined by a report prompt. Any value selected by the prompt will then be sent to any references of that filter throughout the dashboard page. In the prompt:

  11. PDF OBIEE Training

    • Presentation -defined in OBIEE Syntax: • @{VariableName}{<default>}[format] for repository & presentation variables • NQ_Session prefix for session variables. Variable Examples Repository Session Presentation. Presentation Variables A Perfect Pair: • Set in the Prompt • Use in the Filter. Lab 4: Using a Variable. Hints 1. Use IDs ...

  12. Using OBIEE Presentation Variables in Column Formula

    0. --Create a prompt with sql query which will fetch all month name or month number --Assign a presentation variable to that prompt --use that variable as a filter condition in analysis for that particular column. So how it works is--when u select any month name from prompt that will be assigned to variable.And same month name in that variable ...

  13. OBIEE

    About. You can reference presentation variables in the following areas : Chart scale markers. Gauge range settings. Static text. Some examples are given below with a presentation variable "Year" and as default value the max of the year : A prompt has been first created to set the presentation variable : OBIEE 10G/11G - How to set a ...

  14. PDF OBIEE Training: Lesson 2: Filters

    Exercise 2c: Grouping filters using AND/OR conditions . Frequently, filters may need to be applied in a specific order, or grouped together so that specific OR or AND conditional groupings can be handled. OBIEE allows the grouping of filters in that manner. 1. Open (if necessary) the . Top 10 Analysis . and use the Save As icon (to the right of ...

  15. OBIEE Presentation Variable Not working in Filter

    Thank you Joel for your reply I am using correct SQL statement. Column prompt variable is not working for this filter whereas a standard presentation variable worked. But I want to integrate Column prompt presentation variable for this.

  16. OBIEE 10G/11G

    a OBIEE - Request variable. The request variable is a variable that you can add to the obiee logical sql (the request) to set a repository session variable. Select in the Set Variable Column, the value "Presentation variable". Enter a name for your presentation variable. 10G.

  17. How to Use Presentation Variable in OBIEE

    How to Use Presentation Variable in OBIEE - Building Dashboards Part 3What you'll learn: -----...

  18. oracle

    I have a doubt concerning an benefit of presentation variables: 1) What's the correct syntax fork filtering on a presentation variable is used? You permitting adenine user to select plural values in a filte...

  19. OBIEE

    This article talk the manipulation of a presentation variable with a date datatype. Starting with OBIEE 10.1.3.4.1 and higher versions, Dashboard Prompt input formats and presentation variable values for DATE & DATETIME columns are standardized to YYYY-MM-DD & YYYY-MM-DD HH24:MI:SS One big mistake that is made with the date, is that people may confuse between NLS_DATE_FORMAlocalizatioOBIEE ...

  20. Can we change the values of presentation variable in OBIEE

    1 Answer. A presentation variable can be set by prompts, not an analysis. To pass a value it depends on the kind of action you have in place to go from analysis A to B. If it's a custom built link you can add the value as filter in the URL, if it's a navigation you can use the columns of the analysis A which are sent automatically by the link etc.

  21. OBIEE: filter that supports "LIKE" and "IN"

    a) When the user can type in a partial string to match on (s%), if they use lowercase, but the data is all uppercase, it will fail. How do you deal with that, if you don't force the input to uppercase? I wish OBIEE would provide case-insensitive searching when the user enters the search string, but I don't see a way.