Activity Guide D58344GC11 Edition 1.1 July 2009 D61234 Copyright 2009, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Jim Sarokin Technical Contributors and Reviewers Matt Bedin Dan Hilldale Sujatha Kalastriraju Gerry Langton Sharonda Pettiett Phillip Scott Kasturi Shekhar Scott Silbernick Krishnan Viswanathan Kurt Wolff Editors Amitha Narayan Richard Wallis Raj Kumar Graphic Designer Samir Mozumdar Publishers Sujatha Nagendra Michael Sebastian Almeida Veena Narasimhan
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Contents
Practice 3-1: Exploring an Oracle BI Repository.......................................................... 1 Practice 4-1: ABC Business Scenario........................................................................ 15 Practice 4-2: Gathering Information to Build an Initial Business Model ..................... 23 Practice 4-3: Creating a Repository and Importing a Data Source............................ 29 Practice 4-4: Defining Keys and Joins ....................................................................... 41 Practice 4-5: Creating Alias and Select Tables.......................................................... 47 Practice 5-1: Creating the Business Model ................................................................ 53 Practice 5-2: Creating Simple Measures ................................................................... 61 Practice 6-1: Creating the Presentation Layer ........................................................... 65 Practice 7-1: Testing the Repository.......................................................................... 73 Practice 8-1: Enhancing the Product Dimension ....................................................... 85 Practice 8-2: Creating Multiple Sources for a Logical Table Source (Manual) .......... 88 Practice 8-3: Creating Multiple Sources for a Logical Table Source (Automatic) ...... 96 Practice 8-4: Adding a New Logical Table Source..................................................... 97 Practice 9-1: Creating Calculation Measures by Using Logical Columns................ 101 Practice 9-2: Creating Calculation Measures by Using Physical Columns.............. 108 Practice 9-3: Creating Calculation Measures by Using the Calculation Wizard....... 113 Practice 10-1: Creating Dimension Hierarchies....................................................... 121 Practice 10-2: Creating Level-Based Measures ...................................................... 131 Practice 10-3: Creating Share and Rank Measures ................................................ 136 Practice 11-1: Using Aggregate Tables ................................................................... 141 Practice 11-2: Using the Aggregate Persistence Wizard......................................... 152 Practice 12-1: Modeling a Value-Based Partition .................................................... 161 Practice 12-2: Modeling a Fact-Based Partition....................................................... 170 Practice 12-3: Using the Calculation Wizard to Create Derived Measures.............. 175 Practice 13-1: Creating Dynamic Repository Variables........................................... 179 Practice 13-2: Using Dynamic Repository Variables as Filters................................ 186 Practice 14-1: Creating Time Series Comparison Measures................................... 191 Practice 15-1: Localizing Oracle BI Metadata.......................................................... 197 Practice 16-1: Setting an Implicit Fact Column........................................................ 203 Practice 17-1: Creating Users and Groups.............................................................. 209
iv Practice 17-2: Setting Permissions for Users and Groups....................................... 214 Practice 17-3: Authenticating Users Using an External Database........................... 218 Practice 17-4: Authenticating Users with Database Authentication......................... 222 Practice 17-5: Setting Query Limits and Timing Restrictions................................... 226 Practice 17-6: Setting Filters to Personalize Information......................................... 230 Practice 18-1: Inspecting Cache Files ..................................................................... 237 Practice 18-2: Modifying Cache Parameters ........................................................... 244 Practice 19-1: Enabling Usage Tracking.................................................................. 251 Practice 20-1: Setting Up a Multi-User Environment ............................................... 257 Practice 20-2: Using a Multi-User Development Environment ................................. 262 Practice 21-1: Creating Requests in Oracle Business Intelligence Answers........... 271 Practice 22-1: Adding Filters to a Request .............................................................. 281 Practice 22-2: Adding a Column Filter Prompt to a Request ................................... 285 Practice 22-3: Adding an Image Prompt to a Request............................................. 290 Practice 23-1: Combining Requests Using Set Operations ..................................... 293 Practice 23-2: Executing a Direct Database Request.............................................. 298 Practice 24-1: Modifying Views................................................................................ 303 Practice 24-2: Adding a Column Selector to a Request........................................... 308 Practice 24-3: Performing Common Tasks in Views................................................ 312 Practice 24-4: Using the Table View........................................................................ 319 Practice 24-5: Working with Views........................................................................... 326 Practice 25-1: Showing Results with Pivot Tables................................................... 333 Practice 26-1: Creating a New Interactive Dashboard Page ................................... 341 Practice 26-2: Using Prompts to Filter Interactive Dashboard Data ........................ 344 Practice 27-1: Embedding Content in an Interactive Dashboard............................. 349 Practice 28-1: Modifying Oracle Business Intelligence Cascading Style Sheets..... 351 Practice 28-2: Using Instanceconfig.xml to Administer Oracle Business Intelligence Answers............................................................................................. 354 Practice 28-3: Using XML Message Files to Administer Oracle Business Intelligence Answers............................................................................................. 359 Practice 29-1: Administering Users and Groups...................................................... 363 Practice 29-2: Managing the Catalog....................................................................... 367 Practice 30-1: Configuring Scheduler Tables .......................................................... 371 Practice 30-2: Configuring the Oracle Business Intelligence Scheduler.................. 374
v Practice 30-3: Creating and Delivering an iBot ........................................................ 376 Practice 30-4: Chaining an iBot ............................................................................... 380
Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 1 Practice 3-1: Exploring an Oracle BI Repository Goal To explore the three layers of an Oracle BI repository Scenario Before beginning the development of a repository, you use the Administration Tool to explore an existing repository to get a better understanding of its three layers and how the layers relate to one another, and to understand the link between physical data sources and the information presented in the Oracle BI Answers user interface. Time 1520 minutes Instructions 1. Stop the Oracle Business Intelligence Server service. a. Double-click the Services icon on your desktop. b. Right-click the Oracle BI Server service and click Stop. c. Ensure that the status is blank, that is, the service is stopped. d. Minimize the Services window. 2. Copy the repository for this practice to the appropriate directory. a. Navigate to D:\Labs. b. Copy the ClassStart.rpd file. c. Paste the file in D:\OracleBI\server\Repository. 3. Start the Oracle BI Administration Tool and open the ClassStart repository in offline mode. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Open > Offline. c. In the Open dialog box, double-click ClassStart.rpd. d. Log in as Administrator; no password needed. 4. Examine the properties of the ORCL database object. a. In the Physical layer, double-click the ORCL database object to view its properties. b. Click the General tab. c. What is the database platform type for this database?
d. Click the Features tab. Each database comes with a set of features that determine the SQL Oracle BI Server will issue for this database. Features can have a Boolean value (on or off), integer value, or a string value. Scroll to the right to view the Value and Default columns. The features are specified in the DBFeatures.ini file located in the Module 3: Repository Basics 2 E Oracle BI Suite Enterprise Edition 10g Bootcamp D:\OracleBI\server\Config directory. If the Default check box is selected, the default SQL features are identified. Default SQL features that are supported by the database type of the data source are automatically selected. e. Click the Connection Pools tab. This tab identifies all the connection pools associated with this database. f. Click the Display Folders tab. Physical layer objects can be organized into display folders. When there are display folders in the Physical layer, they are listed here. g. Click Cancel to close the Properties dialog box. 5. Explore the properties of a connection pool object. a. In the Physical layer, expand the ORCL database object. b. Double-click the SUPPLIER CP connection pool object. c. What is the call interface type for this connection pool?
The call interface is the application programming interface (API) used to access the data source. Some databases may be accessed using native APIs, some using ODBC. d. What is the data source name for this connection pool?
The data source is accessed by Oracle Call Interface (OCI). The data source name, ORCL, is a tnsnames.ora entry. e. Click Cancel. 6. Examine the properties of a physical schema and its physical table objects. a. Expand the SUPPLIER2 schema folder to display the physical table objects in the Physical layer. These physical table objects map to tables in the physical database.
There are more tables in the physical database. The tables displayed here are the tables that have been imported into the Physical layer. You learn more about importing tables in the lesson titled Building the Physical Layer of a Repository. b. Expand D1_ORDERS2 to view the physical columns for this table. D1_ORDERS2 is the fact table in this business model. These columns correspond to the columns in the physical database. Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 3
c. Right-click D1_ORDERS2 and select View Data. The first 100 rows of data for this table are displayed.
d. Click Close. e. Double-click the D1_ORDERS2 table object to view its properties. f. Click the Columns tab to view the columns in this table. This is another way to create, view, and modify physical columns. g. Click the Foreign Keys tab. h. Which tables have join relationships with D1_ORDERS2?
Module 3: Repository Basics 4 E Oracle BI Suite Enterprise Edition 10g Bootcamp i. Double-click one of the foreign keys. The Physical Foreign Key dialog box opens and displays the join relationship in the Expression field.
j. Click Cancel to close the Physical Foreign Key dialog box. k. Click Cancel to close the Physical Table dialog box. l. Right-click D1_ORDERS2 and select Physical Diagram > Object(s) and Direct Joins. The Physical Diagram opens and displays the physical join relationships.
m. Double-click the connector between D1_CUSTOMER2 and D1_ORDERS2. The Physical Foreign Key dialog box opens and displays the join relationship in the Expression field. This is another way to view, build, and modify joins between tables in the Physical layer. n. Click Cancel. o. Close the Physical Diagram.
Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 5 7. Examine the properties of a physical column object. a. Expand the D1_CUSTOMER2 table object. b. Double-click the Address physical column to view the properties. c. Can this column object have null values?
d. Click Cancel. 8. Examine the properties of a logical table in the SupplierSales business model. a. If necessary, expand the SupplierSales business model in the Business Model and Mapping layer. b. What are the logical table objects in the SupplierSales business model?
c. Expand the SalesFacts logical table to view the logical columns for this table. SalesFacts is the logical fact table in this business model. These columns map to columns in the Physical layer.
d. Double-click the SalesFacts logical table object. e. Click the General tab. Note that the logical columns and their corresponding properties are listed. On this tab you can change the name of the logical table, reorder the columns, and add, edit, or remove a column. f. Click the Sources tab. The source for this logical table is the D1_ORDERS2 table that you explored in the Physical layer. In a more complex business model, there may be many physical sources for a logical table. g. Click the Keys tab. Typically, there are no keys defined for a logical fact table. h. Click the Foreign Keys tab. Foreign key joins are typically not used in the Business Model and Mapping layer. All joins in the Business Model and Mapping layer are logical joins. i. Click Cancel to close the Logical Table properties dialog box. Module 3: Repository Basics 6 E Oracle BI Suite Enterprise Edition 10g Bootcamp j. Right-click SalesFacts and select Business Model Diagram > Whole Diagram. The Logical Table Diagram opens and displays the logical join relationships.
k. Double-click the connector between Customers and SalesFacts. The Logical Join dialog box opens. Note that there is no join expression in the Expression field and that there is a one-to- many relationship between the Customers logical dimension table and the SalesFacts logical fact table. You learn more about complex logical joins in the lesson titled Building the Business Model and Mapping Layer of a Repository.
l. Click Cancel to close the Logical Join dialog box. m. Close the Logical Table Diagram. Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 7 9. Examine the logical table source for the SalesFacts logical table. a. Expand the Sources folder for the SalesFacts table to display the D1_ORDERS2 logical table source for this logical table. In this example, there is only one logical table source. It is, however, possible to have many logical table sources for a single logical table. b. Double-click the D1_ORDERS2 logical table source to view the properties. c. Click the General tab. d. Which physical table does the D1_ORDERS2 logical table source map to?
e. Click the Column Mapping tab. f. If necessary, scroll to the right to view the Physical Table column. Do all columns in the SalesFacts logical table map to the same physical table?
g. Which physical column does the Dollars logical column map to?
h. Explain why some logical columns have names that are different from the physical columns to which they map.
i. Click the Content tab. Currently, there is no information on the tab. Later in this course, you learn how to use this tab to identify aggregation content and fragmentation content. j. Click Cancel to close the Logical Table Source dialog box. 10. Examine the properties of a logical column in the SalesFacts logical table. a. Double-click the Dollars logical column to open the properties window. Dollars is a measure in this business model. b. Click the General tab. This tab provides general information about the column, like the column name, the table it belongs to, and a description of the column. c. Click the Data Type tab. d. Which physical table and physical column does the Dollars logical column map to?
e. Which logical table source does the Dollars logical column belong to?
f. Double-click the D1_ORDERS2 logical table source in this dialog box. Note that this is another way to access the Logical Table Source properties dialog box. g. Click Cancel to close the Logical Table Source properties dialog box. h. Which aggregation rule is applied to the Dollars logical column?
Module 3: Repository Basics 8 E Oracle BI Suite Enterprise Edition 10g Bootcamp i. Click the Aggregation tab. Note that the default aggregation rule is set to Sum. It is common to apply aggregation rules to measures in business models. Open the aggregation rule drop- down list to see the other available aggregation rules.
j. Make sure that the Sum aggregation rule is selected and click Cancel to close the Logical Column dialog box. 11. Examine the properties of the SupplierSales presentation catalog object. a. In the Presentation layer, double-click the SupplierSales presentation catalog to open the Presentation Catalog properties dialog box. b. Click the General tab. Note that the presentation catalog name is the same as the business model name. This is because the presentation catalog was created by dragging the business model from the Business Model and Mapping layer to the Presentation layer. If desired, you could use this tab to change the name of the presentation catalog. The description appears in the Answers user interface. c. Click Permissions to open the Permissions dialog box. This shows the permissions for all users and groups in the repository. Currently, there are no users and groups defined, so the default is to give everyone read permission for this presentation catalog. You learn more about setting up security in the lesson titled Security. d. Click Cancel to close the Permissions dialog box. e. Click the Presentation Tables tab to display a list of presentation tables. You can use this tab to add, remove, edit, or change the display order of the presentation tables. f. Click the Aliases tab. If you change the name of a presentation catalog, the tool automatically creates an alias using the previous name. You can use this tab to specify or delete an alias for a presentation folder. g. Click Cancel to close the Presentation Catalog dialog box. Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 9 12. Examine the properties of a presentation table in the SupplierSales presentation catalog. a. In the Presentation layer, expand SupplierSales to view the presentation tables. b. Double-click the SalesFacts table to view the properties. c. Click the General tab. You can use this tab to change the name of the presentation table. A description would appear as a tool tip in the Answers user interface. d. Click the Columns tab to see a list of columns in the SalesFacts presentation table. You can use this tab to add, remove, edit, or change the display order of the presentation columns. e. Which logical table and logical column in the Business Model and Mapping layer does the Dollars presentation column map to?
f. Double-click Dollars to open the Presentation Column properties dialog box. This is one method for viewing and modifying presentation column properties. g. Click Cancel to close the Presentation Column properties dialog box. h. Click Cancel to close the Presentation Table properties dialog box. i. Double-click the SupplierSalesDM presentation catalog. j. Click the General tab. Note that this presentation catalog also maps to the SupplierSales business model. Many presentation catalogs can map to a single business model, but each presentation catalog can map to only one business model. k. Click Cancel to close the Presentation Catalog dialog box. 13. Examine the properties of a presentation column in the SalesFacts table. a. Expand the SalesFacts presentation table. b. Double-click Dollars to open the Presentation Column properties dialog box. Note that this is the same dialog box you saw earlier. This is another method for viewing and modifying presentation column properties. c. Click Cancel to close the Presentation Column properties dialog box. d. Click File > Close to close the repository without saving any changes. e. Leave the Administration Tool open. 14. Modify the NQSConfig.ini file to load the ClassStart repository on Oracle BI Server startup. a. Navigate to D:\OracleBI\server\Config. b. Double-click NQSConfig.ini to open the file. c. Scroll to the REPOSITORY section. d. Modify the file to load the ClassStart repository. Your file should look similar to this:
e. Save and close NQSConfig.ini. 15. Start the Oracle BI Server service. a. Return to the Services window. Module 3: Repository Basics 10 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Right-click the Oracle BI Server service and select Start. c. Wait until the status displays as Started. d. Minimize the Services window. e. Navigate to D:\OracleBI\server\Log. f. Open NQServer.log. This log file contains information about Oracle BI Server. It is useful in diagnosing and troubleshooting Oracle BI Server startup and shutdown issues. g. Ensure that you see the message Oracle BI Server started. It may be necessary to scroll to the bottom of the file. h. Close NQServer.log. 16. Examine the relationship between the columns in the Presentation layer and the columns displayed in Oracle BI Answers. a. In the Administration Tool, select File > Open > Offline. b. Double-click ClassStart.rpd. c. Click Yes to open as read-only. d. Click OK to log in as Administrator; no password needed. e. Select Start > Programs > Oracle Business Intelligence > Presentation Services. f. Log in as Administrator; no password needed. g. Click the Answers link to navigate to the Answers start page. h. What are the names of the subject areas listed on the Answers start page?
i. Which object in the repository corresponds to the SupplierSales subject area in Answers?
j. Size the windows of Answers and the Administration Tool so you can see the two applications side-by-side. k. Click the SupplierSales subject area link on the Answers start page. l. Expand the Facts table in Answers to see the nested SalesFacts table. m. Expand the SupplierSales presentation catalog in the Administration Tool. Note that the SupplierSales tables listed in Oracle BI Answers have the same names as the tables listed in the Presentation layer in the Administration Tool. n. Expand the SalesFacts table in Answers. o. Expand the SalesFacts table in the Presentation layer in the Administration Tool. Note that the column names in the Presentation layer of the Administration Tool are the same as the columns listed for the SalesFacts table in Answers. p. Do some more exploration on your own. Examine tables and columns of the SupplierSales subject area in Answers and note how they correspond to the Presentation layer. The key point to understand is this: What you see in Answers is driven by what is defined in the repository in the Administration Tool. 17. Create a simple request. a. In Answers, expand the Customers table and select the Region column to add it to the request criteria in the right pane. Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 11 b. Expand Facts > SalesFacts and select the Dollars column to add it to the request.
c. Click the Results tab. The table displays the total dollars (sales) for each region.
18. Log out of Oracle Business Intelligence. 19. Close the browser. 20. In the Administration Tool, close the repository. 21. Select File > Exit to close the Administration Tool. Module 3: Repository Basics 12 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 3-1: Exploring an Oracle BI Repository Answers 4.c. What is the database platform type for this database? Oracle 10gR1 5.c. What is the call interface type for this connection pool? Default (OCI 10g) 5.d. What is the data source name for this connection pool? ORCL 6.h. Which tables have join relationships with D1_ORDERS2? D1_CUSTOMER2, D1_PRODUCTS, D1_CALENDAR2 7.c. Can this column object have null values? Yes 8.b. What are the logical table objects in the SupplierSales business model? Customers, Periods, Products, SalesFacts 9.d. Which physical table does the D1_ORDERS2 logical table source map to? D1_ORDERS2 9.f. Scroll to the right to view the Physical Table column. Do all columns in the SalesFacts logical table map to the same physical table? Yes 9.g. Which physical column does the Dollars logical column map to? ACTLEXTND 9.h. Explain why some logical columns have names that are different from the physical columns to which they map. Because the names were changed in the logical (BMM) layer 10.d. Which physical table and physical column does the Dollars logical column map to? D1_ORDERS2.ACTLEXTND 10.e. Which logical table source does the Dollars logical column belong to? D1_ORDERS2 10.h. Which aggregation rule is applied to the Dollars logical column? Sum Module 3: Repository Basics E Oracle BI Suite Enterprise Edition 10g Bootcamp 13 12.e. Which logical table and logical column in the Business Model and Mapping layer does the Dollars presentation column map to? SalesFacts.Dollars 16.h. What are the names of the subject areas listed on the Answers start page? SupplierSales, SupplierSalesDM 16.i. Which object in the repository corresponds to the SupplierSales subject area in Answers? SupplierSales presentation catalog Module 3: Repository Basics 14 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 15 Practice 4-1: ABC Business Scenario Goal To read the ABC document to familiarize with the business scenario for the fictitious company used throughout the course Time 1015 minutes Background ABC sells food and nonfood items to restaurant chain customers throughout the United States. ABCs product line includes food, condiments, cookware, clothing, and other miscellaneous restaurant supplies. ABC employees currently rely on reports generated by their IT department to analyze sales and shipment data. These reports are generated monthly and therefore contain static information. ABC is looking for a way to generate dynamic, interactive reports to analyze this data in order to effectively manage its orders, monitor sales performance, and increase overall customer satisfaction. ABC recognizes the importance of a business intelligence solution that will provide its employees with the data and tools they need to query large data sets, generate reports, analyze data, identify trends, and monitor business performance. To achieve these goals, ABC has decided to implement an Oracle Business Intelligence (BI) solution. The solution will enable its sales executives and operations managers to answer business questions that are important to running the part of the business for which they are responsible. The desired system will provide timely, up-to-date sales order data and provide sales and shipment performance monitoring, which will allow ABC to better its customer service efforts. ABC also has the vision of making this data directly available to customers, so they can analyze their purchase history better and compare it with what is being purchased nationally or regionally. This initiative is consistent with ABCs commitment to deliver a high quality business intelligence solution that will set it apart from its competitors, and result in additional sales and revenue. Module 4: Building the Physical Layer of a Repository 16 E Oracle BI Suite Enterprise Edition 10g Bootcamp Business Requirements You are a consultant hired by ABC to implement a business intelligence solution. From your initial interviews with the managers at ABC, you obtain the following information about ABC: Managers want to use their own information to ask and answer questions about the sales history of their products, the buying history of their customers, the order fulfillment performance of their operations group, and the selling performance of the sales force. The company has little experience in data analysis and does not expect to hire any data analysts in the future. Therefore, the managers want to be able to ask relevant questions and analyze the results themselves using an intuitive user interface. The database has about 350,000 invoice-level records that span the period from January 2, 1998 to April 21, 1999. To make this kind of information widely available within the enterprise, the business intelligence solution must have a structure that is consistent with the way employees think about the business. From further interviews and an examination of the existing sample reports presenting invoice-based data, you determine the following: ABC employees think about their business in terms of sales, products and product hierarchies, time periods, and relationships between customers and the sales force. ABC employees measure product data at five levels. The product levels from the top level to the bottom (most detailed) level are: 1. Total 2. Type 3. Subtype 4. Generic Product 5. Specific Product ABC employees measure sales organization data at five levels. These levels mirror organizational management responsibilities. They are (in descending order): 1. Total 2. Region 3. District 4. Sales Representative 5. Customer ABC employees measure time data at five levels: 1. Total time 2. Year 3. Quarter 4. Month 5. Day Many existing reports contain data presented at these levels. An example of a report containing product data levels is: o Total Product sales o Product Type sales: Cheese o Product Subtype sales: American Cheese o Generic Product sales: American Cheese Slices o Specific Product sales: 2 Pack American Cheese Slices 16 Slices
Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 17 In addition to these hierarchies, ABC wants to group and analyze customers using geographical attributes such as postal code, city, and state. They also want to analyze products by characteristics such as diet type and suppliers. The most common measures used in reports are dollar sales, units ordered, units shipped, and net weight shipped. Another important measure for order fulfillment is cuts, that is, the difference between the units ordered and the units shipped. Operations management wants to track this because cuts equate to lost sales, and operations management is responsible for minimizing cuts. ABC would like to analyze these measures at all levels of the hierarchies, by the important product and customer attributes, by the various time periods, and be able to compare performance with previous years. Module 4: Building the Physical Layer of a Repository 18 E Oracle BI Suite Enterprise Edition 10g Bootcamp Source Data By interviewing ABCs database administrators and examining the documents they provide, you learn that the source data resides in an invoice system on an Oracle database. The core data containing the business measures is stored in an invoice (orders) table. In addition to the invoice information, there are various tables providing information about customers, the product lines, the time periods, and the relationship between customers and the companys sales organization. The relevant data exist in the following tables, which are part of the invoice schema:
The following are examples of data in some of the tables.
D1_PRODUCTS
Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 19 D1_PRODUCT_TYPE
D1_PRODUCT_SUBTYPE
D1_CUSTOMER2
Module 4: Building the Physical Layer of a Repository 20 E Oracle BI Suite Enterprise Edition 10g Bootcamp D1_ORDERS2
Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 21 Training Objective The primary objective of this training is to build the metadata and administer Oracle BI Server to support the business requirements of ABC. The metadata will allow ABC employees to build interactive reports and Interactive Dashboards that they can use to analyze, monitor, and manage business better, and improve overall customer satisfaction.
The recommended strategy for building metadata is to use an iterative approach. Begin by building a relatively simple repository:
Minimize the number of source tables. Expose only stored measures with simple aggregation rules. Use the query log to check query results. Create presentation folders and test with Answers.
After the initial repository is built and tested, add additional features to the business model:
Import the additional physical tables needed to support the business model. Add calculated measures that involve operations on existing columns. Add more complex calculated measures (for example, level-based measures and shares). Add time series calculations (for example, percentage change in a measure compared to that in the same period in the previous year). Add security information. Add aggregate table data sources to improve performance. Localize Oracle BI metadata and data. Configure many-to-many relationships. Configure implicit fact columns.
In the lessons that follow, you follow this strategy to build the metadata that presents the business model to support the business requirements of ABC. At first, the metadata will include only the basic set of physical tables needed to support the initial business model. You will add more tables and complexity in future iterations.
Module 4: Building the Physical Layer of a Repository 22 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 23 Practice 4-2: Gathering Information to Build an Initial Business Model Goal To analyze the business requirements to begin building the metadata Scenario Before you begin building the metadata, you need to gather and analyze the business requirements of the ABC company. In this practice, you use the information provided in the ABC document that you read in the previous practice to determine the structure of the initial business model. Outcome You identified the structure of the initial business model. Time 1015 minutes Instructions Use the information in the ABC document to help you determine the following information, which you will need to implement the initial business model. 1. What measures (facts) does ABC want to report on?
2. What hierarchies can you identify?
3. Against which attributes (dimensions) does ABC want to analyze its facts?
4. By which additional attributes does ABC want to analyze products?
Module 4: Building the Physical Layer of a Repository 24 E Oracle BI Suite Enterprise Edition 10g Bootcamp 5. By which geographical attributes does ABC want to analyze data?
6. Complete the following diagram with your identified facts and dimensions:
(Facts) (Dimension) (Dimension) (Dimension) Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 25 Module 4: Building the Physical Layer of a Repository 26 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 4-2: Gathering Information to Build an Initial Business Model Answers 1. What measures (facts) does ABC want to report on? Dollar sales, Units Ordered, Units Shipped, Net Weight Shipped, Cuts 2. What hierarchies can you identify? Product, Time (Period), Customer/Sales Rep 3. Against which attributes (dimensions) does ABC want to analyze its facts? Product, Time (Period), Customer 4. By which additional attributes does ABC want to analyze products? Supplier, Diet Type 5. By which geographical attributes does ABC want to analyze data? Zip Code, City, State Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 27 6. Complete the following diagram with your identified facts and dimensions:
Sales Time Period Customer Product Module 4: Building the Physical Layer of a Repository 28 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 29 Practice 4-3: Creating a Repository and Importing a Data Source Goals To create a new repository and import the table schema from an external data source Scenario First, you check an existing ODBC data source for an Oracle database. Then you create a new repository and import tables from the SUPPLIER2 schema into the Physical layer of the repository using the Server Administration Tool. Outcome You have a new repository file, ABC.rpd, which contains the D1_CALENDAR2, D1_CUSTOMER2, D1_ORDERS2, and D1_PRODUCTS tables in the Physical layer. Time 1015 minutes Instructions 1. Before you import tables from the SUPPLIER2 schema into the Physical layer of the repository, you examine the tables and columns defined in the database using Oracle Enterprise Manager. a. Open Internet Explorer and enter the following URL: http://<machine name>:1158>/em. b. Log in to the ORCL database as SUPPLIER2/SUPPLIER2; connect as Normal. 2. Examine the SUPPLIER2 schema. a. Click the Administration link. b. In the Schema section, under Database Objects, click Tables. c. In the Schema field, enter SUPPLIER2, if it is not entered automatically. d. Click Go. 3. Examine the properties of the D1_CALENDAR2 table in the SUPPLIER2 schema. a. Click the D1_CALENDAR2 link. b. Is there a primary key constraint defined on this table?
c. How many rows are there in this table?
d. Scroll and examine the properties of the table columns. e. Repeat this process and examine the D1_CUSTOMER2, D1_ORDERS2, and D1_PRODUCTS tables. Module 4: Building the Physical Layer of a Repository 30 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. When you have finished the process, log out of Oracle Enterprise Manager and close the browser. 4. Create a new ABC repository file. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > New. c. To name the repository, enter ABC.rpd in the File Name field and click Save. The ABC repository opens. Every repository contains three layers. The Physical layer is where information about the physical data sources is stored. The Business Model and Mapping layer is where measurements and terms used in business are mapped to the physical data sources. The Presentation layer is where the business model is customized for presentation to the user. You can work on each layer at any stage in creating a repository, but the typical order is to create the Physical layer first, then the Business Model and Mapping layer, and then the Presentation layer. 5. Import tables from the SUPPLIER2 schema to the Physical layer of the repository. a. Select File > Import from Database. b. Select the OCI 10g/11g connection type. c. In the TNS Name field, enter ORCL. d. In the User Name field, enter SUPPLIER2. e. In the Password field, enter SUPPLIER2.
f. Click OK. The Import dialog box opens. This may take a moment. g. Scroll to the SUPPLIER2 schema folder and expand it. h. Scroll to view all of the tables in the SUPPLIER2 schema. i. In the Table name mask field, enter D%. j. Contract and then reexpand the SUPPLIER2 schema. Note that by entering something in the Table name mask field, you can filter the tables that appear for selection. The percentage sign is the wildcard character (as in SQL). The list is filtered when you reopen the container object (the SUPPLIER2 schema folder in this example). D% filters the list of tables so that Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 31 only tables that begin with D are visible. The filter is case-sensitive.
k. Select the D1_CALENDAR2 table. This automatically deselects any higher-level container objects in the tree. l. Press and hold [Ctrl] and select the remaining three tables to import to the Physical layer to build ABCs initial business model: D1_CUSTOMER2, D1_ORDERS2, and D1_PRODUCTS. m. Ensure that the check boxes for Tables and Keys are selected. This is the default. The check boxes allow you to select the information to import. You can import tables, keys, foreign keys, database views, aliases, synonyms, and system tables. Import tables, aliases, synonyms, or views only if you plan to generate queries against them. That is, import only objects that are needed to support your business model. Even if you import extra objects at this point, you can delete them later if they do not support your business model. Module 4: Building the Physical Layer of a Repository 32 E Oracle BI Suite Enterprise Edition 10g Bootcamp n. Scroll to ensure that no higher-level container objects are selected, and that only the four tables for import are selected. Your screen should look similar to the following screenshot:
o. Click Import. The Connection Pool dialog box opens. p. Change the Connection Pool name to SUPPLIER CP. q. Ensure that the call interface is set to OCI 10g/11g. r. Ensure that the data source name is ORCL. The username and password fields are automatically populated with SUPPLIER2. The data source name, ORCL, is the same as the tnsnames.ora entry for this Oracle database instance. Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 33
s. Click OK. The import process begins. t. When the import is complete, click Close to close the Import dialog box. u. Note that the metadata is imported into the Physical layer of the repository and the ORCL database object appears in the Physical layer. v. To display the tables, expand the ORCL database object and then expand the SUPPLIER2 schema folder. w. Ensure that the four tables are imported successfully and that the connection pool name is changed to SUPPLIER CP.
D1_CALENDAR2 is the table containing the period information. It contains columns that are useful in queries using time periods as the criteria for selecting and grouping data. D1_CUSTOMER2 contains customer information and D1_PRODUCTS contains product Module 4: Building the Physical Layer of a Repository 34 E Oracle BI Suite Enterprise Edition 10g Bootcamp information for the business model. D1_ORDERS2 contains the invoice-level information needed to create the measures in the business model. As per commonly used nomenclature, D1_CALENDAR2, D1_CUSTOMER2, and D1_PRODUCTS are dimension tables and D1_ORDERS2 is a fact table. In the next practice, you create keys and joins so that the four tables form a star schema. 6. Examine the connection pool for ORCL data source. a. Double-click the SUPPLIER CP connection pool object. Recall that you provided this name for the connection pool during the import process. Connection pools regulate access to the data source. Every data source must have at least one connection pool. A connection pool provides connections for multiple concurrent data source requests (queries), reducing the immediate overhead of connecting to a data source. Connection pools automatically queue connection requests when they exceed connection pool limits. b. Why would you create more than one connection pool for a single data source?
c. Call interface is the application program interface with which to access the data source; Oracle Call Interface (OCI) in this example. d. Maximum connections is the maximum number of connections allowed for this connection pool. The default is 10. Each connection consumes about 1 MB of memory. e. Data source name is configured to access the database to which you want to connect. This value is set automatically when you import the tables to the physical layer. f. Username and password are also configured automatically during import depending on the parameters set for the ODBC data source in the ODBC Administrator. g. Enable connection pooling allows a single database connection to remain open for a specified time (in minutes) for use by future query requests. Connection pooling saves the overhead of opening and closing a new connection for every query. If you do not select this option, each query sent to the database opens a new connection. h. For more information about connection pool parameters, consult the Oracle BI Server Administrator Guide or click the Help button. i. Click OK to close the Connection Pool dialog box. 7. Examine the properties of the database object in the Physical layer. a. Right-click the ORCL database object and select Properties. You can also double-click the object. b. Click the General tab, if not selected by default. This tab provides general information about the data source, such as the database name, database type, and so on. c. Verify the database type is set to Oracle 10g R1. d. Click the Features tab. This tab lists features that, when selected or deselected, determine the SQL that Oracle BI Server will issue for this database. This features table is set to the databases default values during the schema import process. You can turn off any of these Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 35 features if there is a reason to do so. Oracle BI Server will adjust the SQL that it sends to the database accordingly and will compensate for the deselected features with its own functionality. Note that turning a feature on when the default is off may or may not cause that feature to be used in the generated SQL. To use a feature, Oracle BI Server needs to know how the feature is implemented in that database platform. If it does not know, it will not use it, even though the feature is selected.
e. Click the Find button. f. In the Find field, enter INTERSECT and click OK. g. Is the INTERSECT_SUPPORTED feature implemented on this database platform?
h. Click the Find Again button to display the next feature containing the INTERSECT search string. i. Is the INTERSECT_ALL_SUPPORTED feature implemented on this database platform?
j. Click the Connection Pools tab. This tab displays all connection pools associated with this data source. In this example, there is only one connection pool. k. Click the Display Folders tab. You could use this tab to create folders to organize the information in the Physical layer. l. Click OK to close the Database properties dialog box. Module 4: Building the Physical Layer of a Repository 36 E Oracle BI Suite Enterprise Edition 10g Bootcamp 8. Examine the properties of a physical table object in the Physical layer. a. Right-click D1_CALENDAR2 and select Properties. The Physical Table properties dialog box opens. b. Click the General tab. c. Note that it is possible to rename the object using the Name field. Do not rename the object now. d. Note that the Cacheable check box is selected by default. This determines that queries that hit this table will be cached. You could also select Cache persistence time and use the field and drop-down list to determine the cache persistence time. This determines how long the cached queries that include this table as a source should be used to provide information to users. Ensure that the default, Cache never expires, is selected. You learn more about caching in the lesson titled Cache Management. e. Note that you can select a table type from the Table Type drop-down list. Physical Table is the default and means that the object represents a physical table. You can also select Stored Proc or Select. Stored Proc is used to call a stored procedure. Select can be used when you want to create a SQL statement to represent a physical table. Leave the table type set to Physical Table. f. Note that the Hint box is editable. This box is editable only when the database is Oracle. A hint specified here is included in all SQL that references this table. g. Note that it is possible to add a description of the physical object. h. Click the Columns tab. i. Note that all columns and the corresponding column properties are listed on this tab. It is also possible to add new columns. j. Select the Keys and Foreign Keys tabs. Note that no keys are created for this table. You learn how to create keys later in this practice. k. Click Cancel to close the Physical Table properties dialog box. 9. Examine the properties of a physical column object in the Physical layer. a. Expand the D1_CALENDAR2 table object. b. Double-click any column to open the Physical Column properties dialog box. The physical column properties include the data type of the columns and whether the column is nullable (the column can contain NULL values). The Server Administration Tool automatically selects compatible data types based on the data types of the source database. c. Click Cancel to close the Physical Column properties dialog box. 10. Update row counts and view data. It is a good idea to update row counts or view data after an import from an Oracle data source because typically the call interface has changed from ODBC to OCI. Viewing data or updating row count, if successful, tells you that you have everything configured correctly for OCI. Note that you cannot update row counts or view data from some data sources (Access or Excel) that do not support count (distinct). a. Update the row count for all tables by selecting Tools > Update All Row Counts. This may take a moment. In this practice you imported a small number of tables. Note that updating row counts for all tables can take a long time if you have imported many large tables. It is also possible to update row count for a single physical layer object by right-clicking the object and selecting Update Row Count. Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 37 b. When Update All Row Counts completes, move the cursor over the tables and observe that row count information is now visible, including when the row count was last updated. c. Expand any table. d. Move the cursor over the columns for the table and observe that row count information is now visible. e. Right-click any table and select View Data to view the data for the table. f. Close the View Data dialog box. 11. Save the repository. a. Select File > Save or click the Save button on the toolbar. If the toolbar is not visible, select Tools > Options > Show Toolbar. b. Click No when prompted to check Global Consistency. Checking Global Consistency checks for errors in the entire repository. Some of the more common checks are done in the Business Model and Mapping layer and Presentation layer. Because these layers are not defined yet, bypass this check until the other layers in the repository are built. 12. Leave the repository open and remain logged in to the Administration Tool for the next practice.
Module 4: Building the Physical Layer of a Repository 38 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 39 Solutions 4-3: Creating a Repository and Importing a Data Source Answers 4.b. Is there a primary key constraint defined on this table? No 4.c. How many rows are there in this table? 474 7.b. Why would you create more than one connection pool for a single data source? To give certain users more immediate access to data over others. You can affect the immediacy of access to the database by creating multiple connection pools. 8.g. Is the INTERSECT_SUPPORTED feature implemented on this database platform? Yes 8.i. Is the INTERSECT_ALL_SUPPORTED feature implemented on this database platform? No Module 4: Building the Physical Layer of a Repository 40 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 41 Practice 4-4: Defining Keys and Joins Goals To define the primary keys, foreign keys, and joins in the Physical layer Scenario You have just created a new repository and imported the initial tables from the SUPPLIER2 schema to the Physical layer of the repository. Now, you must define the keys and joins that exist on the physical database in the Physical Layer of the repository. If the imported database had primary key-foreign key relationships defined and the primary keys and foreign keys were imported into the repository, then the join conditions would be set up automatically. But that is not always what you want because foreign key relationships are set in a database for only one purpose (referential integrity), which may not correspond to the purpose of the Administration Tool (knowing which joins to include in the SQL). In this database, primary keys, foreign keys, and joins have not been defined. Therefore, you need to define the keys and join conditions manually using an objects Properties dialog box and the Physical Diagram feature of the Administration Tool. Outcome Keys and joins defined on the physical tables Time 1520 minutes Instructions 1. In this step, you define joins and keys using the Physical Diagram feature of the Administration Tool. a. Right-click the ORCL database object and select Physical Diagram > Object(s) and All Joins to open the Physical Diagram dialog box. Alternatively, you can select the ORCL database object and then click the Physical Diagram button on the toolbar. b. Rearrange the table objects so they are all visible. c. Click the New Foreign Key button on the toolbar. d. Click the D1_CALENDAR2 table, and then click the D1_ORDERS2 table. The Physical Foreign Key dialog box opens. It matters which table you click first. The join creates a one- to-many (1:N) relationship that joins the key column in the first table to a foreign key column in the second table. e. Select the columns that join the tables. Select the D1_CALENDAR2.YYYYMMDD column, and then select D1_ORDERS2.PERIODKEY. Ensure that the Expression edit box (at the bottom) contains the following expression: D1_CALENDAR2.YYYYMMDD = D1_ORDERS2.PERIODKEY f. Click OK. Module 4: Building the Physical Layer of a Repository 42 E Oracle BI Suite Enterprise Edition 10g Bootcamp g. A prompt appears with the message: A matching table key doesnt exist in table D1_CALENDAR2. Do you want to create one? Click Yes. This automatically creates a key on the YYYYMMDD column in the D1_CALENDAR2 table. h. Observe the 1:N relationship between D1_CALENDAR2 and D1_ORDERS2 represented in the Physical Diagram view:
i. Repeat the process you just completed and create joins and keys for the other tables. Create the joins using the following expressions as a guide:
As you create the join links, you note that the tool guesses at which columns to join on the basis of common names. Override the tool when necessary and check the join expressions in the Expression edit field.
As you create the joins, the same message appears asking you to create a column as a key column on the first table, which is necessary to create the relationship to the foreign key column in the second table. When you see this message, click Yes. 2. Observe the Physical Diagram and check your work:
a. You may want to adjust the scale of the objects in the Physical Diagram. If so, right-click the white space in the Physical Diagram window, select Zoom, and one of the zoom options. You can also use right-click to adjust the grid properties and options. b. Close the Physical Diagram window. 3. Observe additional options for viewing the physical table diagram. a. Right-click the D1_CALENDAR2 table and select Physical Diagram > Object(s) and Direct Joins. b. Observe the Physical Diagram:
c. Close the Physical Diagram window. d. Repeat this process for the D1_ORDERS2 table by selecting Physical Diagram > Object(s) and Direct Joins for the D1_ORDERS2 table. Why are all the tables visible in the diagram with D1_ORDERS2?
Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 43 e. Close the Physical Diagram window. 4. Observe the changes to the physical table properties. a. Double-click the D1_ORDERS2 table to open the Physical Table properties dialog box. b. Click the Foreign Keys tab. Note that the foreign key information is visible. This information was created automatically when you created the join expressions in the earlier steps. c. Double-click any of the foreign key expressions and note that the Physical Foreign Key dialog box opens, displaying the join information. d. Click Cancel to close the Physical Foreign Key dialog box. e. Click Cancel to close the Physical Table properties dialog box. 5. Click the Save button to save the ABC repository. 6. Click No when prompted to check global consistency. 7. Leave the Administration Tool open for the next practice.
Congratulations! You have successfully created a new repository, imported a table schema from an external data source into the Physical layer, and defined keys and joins. Module 4: Building the Physical Layer of a Repository 44 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 45 Solutions 4-4: Defining Keys and Joins Answer 3.d. Why are all the tables visible in the diagram with D1_Orders2? All the tables have a one-to-many relationship with D1_Orders2.
Module 4: Building the Physical Layer of a Repository 46 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 47 Practice 4-5: Creating Alias and Select Tables Goals To create alias and select table types, and deploy a view Scenario You create an Order Date alias that points to the D1_CALENDAR2 table, and a RegionEast select table. You also practice deploying and undeploying a view and checking the results. Outcome A new alias table called ORDER_DATE and a select table called RegionEast Time 1520 minutes Instructions 1. Create the ORDER_DATE alias table. a. Right-click D1_CALENDAR2 and select New Object > Alias. The Alias Physical Dialog box opens. b. Name the alias ORDER_DATE. c. Click the Columns tab. Note that alias tables inherit all column definitions from the source table. d. Double-click any of the columns listed to open the Physical Column properties dialog box. Note that the column is read-only and cannot be modified. e. Click Cancel to close the Physical Column dialog box. f. Click OK to close the Alias Physical Table dialog box. The alias table is added to the Physical layer. Note the green arrow icon.
2. Create a new column in the source table and observe the results. a. Right-click D1_CALENDAR2 and select New Object > Physical Column. The Physical Column dialog box opens. b. Name the column ALIAS_COLUMN. Module 4: Building the Physical Layer of a Repository 48 E Oracle BI Suite Enterprise Edition 10g Bootcamp c. Leave type set to UNKNOWN and click OK. The column is added to the D1_CALENDAR2 source table.
d. Expand the ORDER_DATE alias table and ensure that the column was automatically added. Creating a new column in a source table automatically creates the same column in all its alias tables.
e. Double-click ALIAS_COLUMN in the ORDER_DATE alias table. The Physical Column dialog box opens. f. Ensure that the type is UNKNOWN. g. Click Cancel. h. Return to the D1_CALENDAR2 table and double-click ALIAS_COLUMN. i. Change the type to VARCHAR. j. Click OK. k. Return to the ORDER_DATE alias table and double-click ALIAS_COLUMN. l. Ensure that the type is changed to VARCHAR. Modification of a source column forces the same changes to be reflected in the alias columns. m. Click OK. n. Return to the D1_CALENDAR2 table and delete ALIAS_COLUMN. o. Click Yes to confirm the deletion. p. Return to the ORDER_DATE table and ensure that ALIAS_COLUMN is deleted. Deletion of a source column automatically deletes the corresponding alias columns. 3. Create a Select table. a. Right-click the D1_CUSTOMER2 table object and select Duplicate. The D1_CUSTOMER2#1 table is created. b. Double-click D1_CUSTOMER2#1. The Physical Table dialog box opens. c. Click the General tab and rename the table RegionEast. d. Change the table type to Select. The Default Initialization String pane is enabled. Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 49 e. In the Default Initialization String pane, enter the following SQL: Select * From D1_CUSTOMER2 Where REGION = 'East'
f. Click OK. g. Right-click the RegionEast table and select Update Row Count. h. Place the cursor over the table and ensure that there are 56 rows. i. View the data and ensure that the correct rows are returned. (Region column has the expected value, which is East.) j. Close the View Data dialog box. 4. Before deploying the select table as a view, ensure that view deployment is supported for the database. a. Double-click the ORCL database object. b. Click the Features tab. c. Click Find. d. In the Find dialog box, enter CREATE_VIEW_SUPPORTED and click OK. e. Confirm that the Value field check box is selected for CREATE_VIEW_SUPPORTED. f. Click OK to close the ORCL database object dialog box. 5. Deploy a view. a. Save the repository without checking global consistency. Module 4: Building the Physical Layer of a Repository 50 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Right-click the RegionEast table and select Deploy View(s). The View Deployment dialog box opens and identifies which views will be deployed.
c. Click OK. A message appears indicating that the view was successfully deployed.
d. Click OK to close the dialog box. 6. Ensure that the view is created in the database. a. Open Internet Explorer. b. In the Address field, enter http://<machine name>:1158/em to open Oracle Enterprise Manager. You should bookmark this link for future access. c. Log in as SUPPLIER2 with password SUPPLIER2; connect as Normal. d. Click the Administration link. e. Scroll to the Schema section. f. Click the Views link. g. Click Go to search for all views in the SUPPLIER2 schema. h. Ensure that the REGIONEAST view appears.
i. Do not close Oracle Enterprise Manager. Module 4: Building the Physical Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 51 7. Undeploy the view. a. Return to the Administration Tool, right-click RegionEast and select Undeploy View(s). The Undeploy View(s) dialog box appears.
b. Click Yes. A message appears indicating that the view was successfully undeployed.
c. Click OK. 8. Ensure that the view is undeployed on the database. a. Return to Oracle Enterprise Manager. b. Click Go to search for all views in the SUPPLIER2 schema. c. Ensure that no objects are found.
d. Log out of Oracle Enterprise Manager. e. Close Internet Explorer. 9. Return to the Administration Tool and delete the RegionEast select table and the ORDER_DATE alias table. You do not use either of these tables in the remaining practices. Module 4: Building the Physical Layer of a Repository 52 E Oracle BI Suite Enterprise Edition 10g Bootcamp 10. Save the repository without checking global consistency. 11. Close the repository. 12. Close the Administration Tool.
Module 5: Building the Business Model and Mapping Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 53 Practice 5-1: Creating the Business Model Goal To create a business model in the Business Model and Mapping layer of the repository Scenario In the previous practice, you created the Physical layer of the repository. You are now ready to begin building the business model in the Business Model and Mapping layer of the repository. The main purpose of the business model is to capture how users think about their businesses using their own vocabulary. The business model simplifies the physical schema and maps the users business vocabulary to physical sources. Most of the vocabulary translates into logical columns in the business model. Collections of logical columns form logical tables. Each logical column (and, therefore, each logical table) can have one or more physical objects as sources. There are two main categories of logical tables: fact and dimension. Logical fact tables contain the measures by which ABC gauges its business operations and performance. Logical dimension tables contain the data used to qualify the facts. This practice assumes that a business model has already been designed on paper. You know what measures are important to ABC, what ABC employees compare measures to, and how the company likes to analyze its data. The goal of this practice is to capture this information in a business model in the Business Model and Mapping layer of the repository. Outcome In the Business Model and Mapping layer, the SupplierSales business model with Periods, Customers, Products, and SalesFacts logical tables Time 1520 minutes Instructions The business model that ABC has defined is based on Sales, Products, Customers, and Period data. These data elements will be used to model the initial application. The physical model you are working with now looks like this:
1. Open the ABC repository in offline mode. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Open > Offline. Module 5: Building the Business Model and Mapping Layer of a Repository 54 E Oracle BI Suite Enterprise Edition 10g Bootcamp c. Double-click ABC.rpd to open the repository file. d. Log in as Administrator. There is no need to enter a password. 2. Use your understanding of ABCs business requirements to identify the mappings to the physical tables. Refer to prior practices if necessary. a. Which physical source table does the following data elementscustomer, sales rep, district, and regionmap to?
b. Which physical source table does main product information data map to?
c. Which physical source table does invoice sales data map to?
d. Which physical source table does month codes, month names, and year data map to?
3. Create a business model in the Business Model and Mapping layer. a. Right-click the white space of the Business Model and Mapping layer and select New Business Model. b. In the Name field, enter SupplierSales. c. Click OK. The new Business Model and Mapping folder appears in the Business Model and Mapping layer. The red symbol on the business model indicates that it is not yet enabled for querying. You enable the business model for querying after the Presentation layer is defined and the repository passes a global consistency check.
4. Create the logical tables. a. In the Physical layer, expand the ORCL database object and expand the SUPPLIER2 schema. b. Click and Drag each of the following four tables one at a time from the Physical layer onto the SupplierSales business model. D1_CALENDAR2 D1_CUSTOMER2 D1_ORDERS2 D1_PRODUCTS This creates logical tables in the business model with logical columns. c. Expand the logical tables and note that a Sources folder is created for each logical table. In each Sources folder, there is a named source. For example, the named source for the D1_CALENDAR2 logical table is the D1_CALENDAR2 physical table. Module 5: Building the Business Model and Mapping Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 55
d. Note also that each logical table has a yellow table icon. In the Business Model and Mapping layer, this indicates a fact table. Because you dragged each table one at a time, all table icons are yellow. The icon color for dimension tables changes to white later when you create logical joins.
If you had dragged all four tables simultaneously from the Physical layer onto the business model, the logical keys and joins would have been created automatically in the business model. This is because the keys and join relationships were already created in the Physical layer. However, you typically do not drag all physical tables simultaneously, except in very simple models. In later steps, you manually build the necessary logical keys and joins in the Business Model and Mapping layer. 5. Rename the logical tables in the business model to make them more meaningful. a. Double-click the D1_CALENDAR2 table in the SupplierSales business model. The Logical Table dialog box opens. b. If necessary, click the General tab. c. In the Name field, enter Periods. d. Click OK. e. Repeat the process and rename the following tables. Alternative methods for renaming include right-clicking an object and selecting Rename, or clicking twice slowly on an object to highlight the name and making it editable. Note that logical table names are purely a business model artifact. They are not necessarily exposed to users. Table Rename to: D1_CUSTOMER2 Customers D1_PRODUCTS Products D1_ORDERS2 SalesFacts 6. Delete columns that are not needed for analysis. a. Expand the SalesFacts table and then click the first column below. Then press and hold [Ctrl] and select the remaining columns to be deleted. Columns PRODKEY PERIODKEY INVNBR CUSTKEY DWACOSTEXTND Module 5: Building the Business Model and Mapping Layer of a Repository 56 E Oracle BI Suite Enterprise Edition 10g Bootcamp REPCOSTEXTND CMDOLRS NULL_FIELD b. Ensure that the SalesFacts table is not selected, before you click the Delete key. c. Click the Delete key. An alternative method is to right-click one of the selected objects and click Delete. d. Click Yes to confirm the delete. e. Expand the Periods table and delete all columns except for the columns listed below. Columns DAY_IN_MONTH DAY_IN_YEAR DAY_NAME FULL_GREGORIAN_DTE MONTH MONTHCODE MONTH_IN_YEAR YEAR YYYYMMDD f. Expand the Products table. g. Right-click the PGCODE column and select Delete. h. Click Yes to confirm the delete. i. Expand the Customers table and delete the REPNO and FACTOR columns. 7. Rename logical columns so that users can understand them better. The names you give logical columns in the business model can be exposed to client tools and end users. However, it is possible to override logical column names in the Presentation layer. Periods Table Rename As DAY_IN_MONTH Day in Month DAY_IN_YEAR Day in Year DAY_NAME Day Name FULL_GREGORIAN_DTE Date MONTH Month MONTHCODE Month Code MONTH_IN_YEAR Month in Year YEAR Year YYYYMMDD Day
Module 5: Building the Business Model and Mapping Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 57
SalesFacts Table Rename As ACTLEXTND Dollars NETWGHTSHPD Net Weight Shipped UNITSHPD Units Shipped UNITORDD Units Ordered
Customers Table Rename As ADDRESS Address CITY City DISTRICT District NAME Customer NEWKEY Customer Key PHONE Phone REGION Region ROUTECODE Route Code SALESREP Sales Rep STATE State ZIP_CODE Zip Code
Products Table Rename As DIETCODE Diet Code GENERICDESCRIPTION Generic PACKAGECODE Package Code PACKAGE_WEIGHT Package Weight PRODUCTKEY ProductKey SPECIFICDESCRIPTIN Specific SUBTYPECODE Subtype Code SUPPLIERCODE Supplier Code TYPECODE Type Code 8. In this step, you check the logical table keys. For a business model to be valid, each logical dimension table must have a logical key. Logical keys can be composed of one or more logical columns. The logical key defines the lowest level (the most detailed level) of information of any source in the logical table. In this example, the logical table keys were built automatically when you dragged the tables from the Physical layer to the business model. a. Double-click the Customers logical table in the business model. b. Click the Keys tab. c. Double-click D1_CUSTOMER2_Key. d. Ensure that the Customer Key column is defined as the key for this table. Module 5: Building the Business Model and Mapping Layer of a Repository 58 E Oracle BI Suite Enterprise Edition 10g Bootcamp e. Click OK. f. Click OK. g. Repeat these steps and ensure that the Day column is defined as the logical table key for the Periods table and ProductKey is defined as the logical table key for the Products table. 9. In this step, you create the logical table joins. Another requirement for a valid business model is that the logical tables must be joined via logical joins. Without logical joins, the Administration Tool issues a warning that it is unable to load the navigation space for the business model. Logical joins express the cardinality relationships between the logical tables. Logical fact tables are always at the many end of these cardinality relationships. Logical joins help Oracle BI Server understand the relationships between the various pieces of the business model. When a query is sent to Oracle BI Server, the server figures out how to construct physical queries by examining how the logical model is structured. Examining logical joins is an integral part of this process. a. Right-click the SupplierSales business model and select Business Model Diagram > Whole Diagram. The Logical Table Diagram window opens. b. Rearrange the table icons so they are all visible. Right-click the white space and adjust the zoom factor, if desired. c. Click the New Complex Join button (the yellow one) on the toolbar. d. Click the Products table icon first and then click the SalesFact table icon in the Logical Table Diagram window. The order is important. The second table clicked is the many side of the relationship. The Logical Join dialog box opens. e. Leave the default values as they are, but note which properties you can set in the Logical Join dialog box: name, business model, tables, driving table, join type, and cardinality. Also, note which properties you cannot set: the join expression and the join columns. f. Do not change the default values and click OK. Typically, when defining logical joins, you leave the defaults as they are and click OK. g. Repeat the process and create logical joins from the Periods table to the SalesFacts table and from the Customers table to the SalesFacts table. h. Check your work in the Logical Table Diagram window:
i. Close the Logical Table Diagram window. j. Note that the color of the table icons for the three dimension tables has changed to white in the business model. In a business model, a yellow icon indicates a fact table and a white icon indicates a dimension table. Defining the join relationships determined which tables are the logical dimension tables and which is the logical fact table. Recall that a fact table is always on the many side of a logical join. You now have a logical star schema consisting of one Module 5: Building the Business Model and Mapping Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 59 logical fact table, SalesFacts, and three logical dimension tables: Periods, Products, and Customers. 10. Save the repository. 11. Click No when prompted to check global consistency. 12. Leave the repository open for the next practice. Module 5: Building the Business Model and Mapping Layer of a Repository 60 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 5-1: Creating the Business Model Answers 2.a. Which physical source table does the following data elementscustomer, sales rep, district, and regionmap to? D1_CUSTOMER2 2.b. Which physical source table does main product information data map to? D1_PRODUCTS 2.c. Which physical source table does invoice sales data map to? D1_ORDERS2 2.d. Which physical source table does month codes, month names, and year data map to? D1_CALENDAR2
Module 5: Building the Business Model and Mapping Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 61 Practice 5-2: Creating Simple Measures Goals To examine the logical-to-physical column mappings and create simple measures Scenario The SupplierSales business model is now defined in the Business Model and Mapping layer. In this practice, you review the logical-to-physical table and column mappings to better understand the relationships that exist between logical tables and their logical table sources. You then create measures by setting aggregation rules for logical columns. Then you check the physical tables referenced by the business model. Outcome Measures defined in the SalesFacts logical table Time 1520 minutes Instructions 1. In this step, you examine a logical table source (LTS). Each logical table in a business model has a subfolder called Sources that contains the logical table sources. Logical table sources contain the mappings from the logical columns in the Business Model and Mapping (BMM) layer to the physical columns in the Physical layer. Every logical column maps directly (or indirectly via another logical column) to a column or columns in the Physical layer. a. Expand the Sources folder of the SalesFacts logical table. What is the name of the logical table source for the SalesFacts table?
b. How was this logical table source created?
c. Double-click the SalesFacts logical table source, D1_ORDERS2. The Logical Table Source dialog box opens. d. Click the General tab. By default, the logical table source name corresponds to the name of the physical table that was dragged from the Physical layer, but this name could be changed to something more meaningful. For this exercise, leave the name as is. Note also that the path to the physical table is identified. e. Click the Column Mapping tab. If necessary, adjust the column widths and heights, or drag the entire dialog box window to make it larger or smaller. Module 5: Building the Business Model and Mapping Layer of a Repository 62 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Which physical column is the Dollars logical column mapped to?
g. Which physical table is the Dollars logical column mapped to?
h. The Content tab is discussed later in this course. Click Cancel to close the dialog box. 2. In this step, you create some measures by defining default aggregation rules on logical columns defined in the SalesFacts table. Measures are typically data that is additive, such as total dollars or total quantities. The SalesFacts logical fact table contains the measures in your business model. You aggregate some of its logical columns by summing. a. Double-click the Dollars logical column in the SalesFacts table. The Logical Column dialog box opens. b. Click the Aggregation tab. c. Set the default aggregation rule for Dollars to Sum. d. Click OK. e. Select Units Shipped, press and hold [Ctrl] and select Units Ordered and Net Weight Shipped. f. Right-click and select Set Aggregation. g. Set the default aggregation rule to Sum.
h. Click OK. Using this method allowed you to set the same aggregation rule for multiple columns at once. i. What happens to the logical column icons after you change the default aggregation rule to Sum?
Module 5: Building the Business Model and Mapping Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 63 3. In this step, you check which physical tables are referenced by a business model. In most situations, there will be tables that are included in the Physical layer, but not in the Business Model and Mapping layer. Only the tables referenced in the Business Model and Mapping layer, that is, only the tables included in logical table sources, are used in queries. All other physical tables are ignored when Oracle BI Server queries the physical database. a. Select Tools > Options. b. Click the General tab. c. Select Show row count in physical view. d. Click OK. e. Select the SupplierSales business model. f. Click the Physical Diagram icon on the toolbar. g. The Physical Diagram displays all the physical tables currently referenced by the SupplierSales business model. It also displays the row count for tables with updated row counts.
h. Double-click the connector between the D1_CUSTOMER2 and the D1_ORDERS2 tables. i. Which join type is displayed, the physical or logical?
j. How did you determine which join type is displayed?
k. Click Cancel to close the join dialog box. l. Close the physical diagram. 4. Save the repository. 5. Do not check global consistency. 6. Leave the repository open for the next practice.
Congratulations! You have successfully built a business model in the Business Model and Mapping layer of a repository and created business measures. Module 5: Building the Business Model and Mapping Layer of a Repository 64 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 5-2: Creating Simple Measures Answers 1.a. Expand the Sources folder of the SalesFacts logical table. What is the name of the logical table source for the SalesFacts table? D1_ORDERS2 1.b. How was this logical table source created? It was created automatically during the process of dragging the D1_ORDERS2 physical table to the business model. 1.f. Which physical column is the Dollars logical column mapped to? ACTLEXTND 1.g. Which physical table is the Dollars logical column mapped to? D1_ORDERS2 2.i. What happens to the logical column icons after you change the aggregation rule to Sum? It changes to a summation symbol. 3.i. Which join is displayed, the physical or logical? Physical 3.j. How did you determine which join is displayed? There are foreign key joins.
Module 6: Building the Presentation Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 65 Practice 6-1: Creating the Presentation Layer Goal To create the Presentation layer of a repository Scenario You have created the initial SupplierSales business model in the repository. You now create the Presentation layer of the repository. This allows you to expose the business model to users in Oracle BI Answers so that they can build requests to analyze their data. Outcome In the Presentation layer of the repository, there is a SupplierSales presentation catalog and a SupplierSalesDM presentation catalog. Time 1015 minutes Instructions 1. In this step, you create the Presentation layer for the SupplierSales business model. The Presentation layer has three types of objects: presentation catalog, presentation table, and presentation column. In Oracle BI Answers, the catalog appears as a subject area, the presentation table appears as a folder, and the presentation columns appear as columns in the folders. The ABC repository should be open in the Administration Tool from the previous practice. a. Ensure that the Presentation layer is visible. If it is not, select View > Presentation. b. Drag the SupplierSales business model into the Presentation layer. A presentation catalog appears with the name SupplierSales. When you create a presentation in this manner, the business model becomes a presentation catalog, the logical tables become presentation tables, and the logical columns become presentation columns. Note that all objects within a presentation catalog must derive from a single business model.
2. In this step, you examine the properties of a presentation catalog. a. Double-click the SupplierSales presentation catalog in the Presentation layer. The Presentation Catalog properties dialog box opens. b. Click the General tab. You use this tab to create or edit a presentation catalog. Module 6: Building the Presentation Layer of a Repository 66 E Oracle BI Suite Enterprise Edition 10g Bootcamp c. Note that it is possible to change the name of the catalog. For the purpose of these lessons, leave the name as SupplierSales. This is the name that appears as a subject area in Answers. Also, as you will see in later lessons, the name of the presentation catalog can be used in the FROM clause of a logical SQL statement. Therefore, short catalog names are desirable. The tool prevents you from giving the same name to a presentation catalog and presentation table. It is also advisable to avoid using characters ($, %) that may cause illegal SQL syntax with particular client tools d. Click the Permissions button. This dialog box is used to assign user and group permissions to this repository object. Permissions are discussed in more detail in the lesson titled Security. e. Click Cancel to close the Permissions dialog box. f. The custom display name is used if you are planning to present the name in local languages. You can ignore this for the purposes of this practice. g. Note that the business model is grayed out and cannot be modified. This is because all objects within a presentation catalog derive from a single business model and cannot span multiple business models. After the business model is set, it cannot be changed and the tool prevents you from including objects from other business models. h. Note that export logical keys is deselected by default. This is irrelevant to users of Answers, but may be advantageous to some query and reporting tools. If selected, columns in the Presentation layer that are key columns in the Business Model and Mapping layer will be presented as key columns to an ODBC client and will have a key icon in the Presentation layer. i. Note that the implicit fact column is not assigned. If you set an implicit fact column, this column is added to a query when it contains columns from two or more dimension tables and no measures. It is used to specify a default join path between dimension tables when there are several possible alternatives. j. In the Description field, enter something similar to Analyze Sales and Shipment Data. This information is visible under the corresponding subject area in Answers. You confirm this in the next set of practices. k. Click the Presentation Tables tab. Module 6: Building the Presentation Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 67 l. Use the Up and Down buttons or drag objects to rearrange the presentation tables into the following order:
m. Click the Aliases tab. If you change the name of a presentation catalog, the tool automatically creates an alias using the previous name. You can use this tab to specify or delete an alias for a presentation folder. n. Click OK to close the Presentation Catalog properties dialog box. o. Expand the SupplierSales presentation catalog and note that the order of the presentation tables is now changed. 3. In this step, you explore the properties of a presentation table. You can use presentation tables to hold columns from multiple logical tables, thereby reducing the number of apparent logical tables. You can also use presentation tables to organize logical columns into smaller groupings, thereby increasing the number of apparent logical tables. For example, you might have a hundred measures in a logical fact table. You may want to create multiple presentation tables as containers for those measures and thus present them in an organized way (for example, all dollar measures in one folder; all unit measures in another folder). These measure folders could be nested within a single folder in the Answers user interface. a. Double-click the Customers presentation table. The Presentation Table dialog box opens. b. Click the General tab. c. Note that, by default, the presentation table name is the same as the logical table name. With Oracle BI Answers, the name can be anything, except that it should not contain single quotation marks, double quotation marks, or the % sign. For client tools that generate SQL, it is advisable to avoid names that might violate valid SQL syntax. For example, avoid SQL key words, spaces, single and double quotation marks, and other characters such as $ or %. A presentation table name cannot be the same as the presentation catalog name or any logical column name in that catalog. As in a presentation catalog, changing a presentation Module 6: Building the Presentation Layer of a Repository 68 E Oracle BI Suite Enterprise Edition 10g Bootcamp table name does not have any affect on the logical table name in the Business Model and Mapping layer. The Alias tab keeps a record of any changes. d. Type a brief description in the Description field. This will show up as a tool tip in the Answers UI when the user places the cursor over the object. You confirm this in the next set of practices. e. Click the Columns tab. f. Change the order of the columns, using the Up and Down buttons or by dragging, into the following order: Columns Region District Sales Rep Customer Address Phone City State Zip Code Route Code Customer Key g. Click OK to close the Presentation Table dialog box. 4. In this step, you explore the properties of a presentation column. Presentation columns can come from multiple logical tables in a business model. By default, a presentation column uses the same name as its corresponding logical column in the Business Model and Mapping layer. If you rename the column in the Business Model and Mapping layer, corresponding presentation columns are automatically renamed wherever they appear in the Presentation layer. Even if you rename a presentation column, it does not impact the corresponding logical column in the Business Model and Mapping layer. However, as with presentation catalogs and tables, the repository stores an alias for the column using the previous name. a. Expand the Customers presentation table. b. Ensure that the columns are now in the order you specified in the previous step. c. Double-click the District column. The Presentation Column dialog box opens. d. Click the General tab. e. Deselect Use Logical Column Name. The Name field can now be edited. f. Change the column name by entering Sales District in the Name field. g. Click the Aliases tab. What is the logical column name (or alias) for this presentation column?
h. Return to the General tab. i. Click the Edit button. The Logical Column dialog box opens. Module 6: Building the Presentation Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 69 j. Click the General tab in the Logical Column dialog box. k. Which logical column does this presentation column map to?
l. Which business model does this presentation column map to?
m. Which logical table does this presentation column map to?
n. Click the Data Type tab. o. Which physical table and column does this presentation column map to?
p. Click OK to close the Logical Column window. q. Click OK to close the Presentation Column window 5. In this step, you simplify the content by deleting unnecessary presentation columns. You may not want to expose all the logical columns of a business model in a presentation catalog. You can delete columns from the Presentation layer safely without affecting the existence of the logical column in the Business Model and Mapping Layer. Key columns in presentation tables can be deleted, unless the client tools require that key information be provided. a. In the Presentation layer, in the Customers table, delete the Customer Key column. b. Click Yes to confirm the deletion. c. In the Products table, delete the ProductKey column d. Click Yes to confirm the deletion. 6. In this step, you create a nested folder. Nested folders are a useful way to organize the way information is presented to the user in Answers. a. Double-click the SupplierSales presentation catalog to open the Presentation Catalog properties dialog box. b. Click the Presentation Tables tab. c. Click Add. d. In the Name field, enter Facts. e. Click OK to return to the Presentation Tables tab. Module 6: Building the Presentation Layer of a Repository 70 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Position the Facts presentation table directly above the SalesFacts presentation table.
g. Double-click SalesFacts to open the Presentation Table dialog box. h. Click the General tab. i. Add a hyphen and a space before SalesFacts in the Name field. This will nest the SalesFacts folder under the Facts folder in Answers. Alternatively, you can enter a hyphen and a greater than sign in the Description field to achieve the same result. You ensure this in the next set of practices.
j. Click OK to close the Presentation Table dialog box. k. Click OK to close the Presentation Catalog dialog box. l. Observe that SalesFacts now appears below Facts in the SuppliersSales presentation catalog.
7. In this step, you use the duplicate feature to create a new presentation catalog in the Presentation layer. This new presentation catalog is for ABCs District Managers. District Managers analyze Module 6: Building the Presentation Layer of a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 71 information required to manage their sales district, such as sales dollars and sales reps. District managers do not need to analyze any information related to ABCs products. a. Right-click the SupplierSales presentation catalog and select Duplicate. A presentation catalog folder appears with the name SupplierSales#1. b. Expand SupplierSales#1 and note that it contains all the same objects as the SupplierSales presentation catalog. c. Rename the SupplierSales#1 presentation catalog to SupplierSalesDM. d. Since ABCs district managers do not need to analyze the SupplierSales product information in their view of the data, delete the Products presentation table from the SupplierSalesDM presentation catalog. e. Click Yes to confirm the deletion. 8. Save the repository. 9. Click No when prompted to check global consistency. 10. Leave the repository open for the next practice.
Congratulations! You have successfully built the Presentation layer of a repository. Module 6: Building the Presentation Layer of a Repository 72 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 6-1: Creating the Presentation Layer Answers 4.g. Click the Aliases tab. What is the logical column name (or alias) for this presentation column? District 4.k. Which logical column does this presentation column map to? District 4.l. Which business model does this presentation column map to? SupplierSales 4.m. Which logical table does this presentation column map to? Customers 4.o. Which physical table and column does this presentation column map to? D1_CUSTOMER2.DISTRICT Module 7: Testing and Validating a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 73 Practice 7-1: Testing the Repository Goal To test the repository by generating some queries, retrieving the results, and examining the query log Scenario You finished building the initial business model and now need to test the repository before continuing. You begin by checking the repository for errors using the consistency checking option. You then test the repository by running queries using Oracle BI Answers. Finally, you examine the query log file to verify the SQL generated by Oracle BI Server. Outcome A tested and verified repository file Time 2535 minutes Instructions 1. In this step, you perform a consistency test to check the repository for inconsistencies. A consistent repository has met the following requirements: All logical columns are mapped directly or indirectly to one or more physical columns. All logical dimension tables have a logical key. All logical tables have a logical join relationship to another logical table. There are at least two logical tables in the business model: one is a logical fact table, the other is logical dimension table; and both tables may map to the same physical table. There are no circular logical join relationships. A presentation catalog exists for the business model. a. Select File > Check Global Consistency. A message appears indicating that the SupplierSales business model is consistent and asks if you want to make it unavailable for queries. b. Click Yes. The Consistency Check Manager opens and displays a Warning message: The user Administrator belongs to the Administrators Group and has an empty password and a Best Practice message: The Physical Table '"ORCL".."SUPPLIER2"."D1_ORDERS2"' has no keys defined. Please note that your results may be slightly different. Module 7: Testing and Validating a Repository 74 E Oracle BI Suite Enterprise Edition 10g Bootcamp
The Consistency Check Manager provides three types of messages: Error messages indicate errors that need to be fixed to make the repository consistent. Warning messages indicate conditions that may or may not be errors, depending upon the intent of the Oracle BI Server administrator. For example, a warning message about a disabled join may be the result of the administrator intentionally disabling a join, such as eliminating a circular join condition. Best Practices messages provide information about conditions but do not indicate an inconsistency, for example, fact table does not contain a logical key. 2. For the purposes of this training you can safely disable the Warning message and the Best Practices messages. a. Click the Options tab. b. Expand the Warnings folder. c. Expand the User folder. d. Select Search for Administrators with no Password. e. Click Disable. f. Click the Best Practices folder. g. If the Best Practices folder is already disabled, leave as is. Otherwise, click Disable. h. Click the Messages tab. Module 7: Testing and Validating a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 75 i. Click Check All Objects. The Consistency Check Manager appears with no messages displayed, indicating that the repository is consistent.
j. Close the Consistency Check Manager. The SupplierSales business model folder has changed from unavailable for queries to available for queries . k. Save the repository. l. Click No when prompted to check global consistency because you just checked consistency. 3. In this step, you enable query logging for the Administrator user. To test the repository, you need to generate some queries, retrieve the results, and examine the query log. You log query activity at the individual user level. Logging is intended for testing, debugging, and technical support. In production mode, logging is normally disabled because query logging can impact performance by producing very large log files. a. Select Manage > Security. b. In the left pane, select Users. The Administrator user appears in the right pane. c. In the right pane, double-click Administrator. The User dialog box opens. d. Ensure that the User tab is clicked. e. In the Logging level field, set the value to 2. f. Click OK. g. Select Action > Close to close the Security Manager window. More security-related topics are addressed in the lesson titled Security. h. Save the repository. i. Click No when prompted to check consistency. j. Select File > Close to close the repository. k. Select File > Exit to exit the Server Administrator. 4. In this step, you update the Repository and Cache sections of the NQSConfig.ini initialization file. An entry in the Repository section of the initialization file instructs Oracle BI Module 7: Testing and Validating a Repository 76 E Oracle BI Suite Enterprise Edition 10g Bootcamp Server to load a specific repository into memory upon startup. If Oracle BI Server detects a syntax error while loading the repository, it logs the error to the server log file (D:\OracleBI\server\Log\NQServer.log). You also disable caching. Caching is typically not used during development, except to test the cache. You learn more about caching in the lesson titled Cache Management. a. Double-click D:\OracleBI\server\Config\NQSConfig.ini. b. Locate the REPOSITORY section and change the entry from Star = ClassStart.rpd, DEFAULT; to Star = ABC.rpd, DEFAULT;. c. In the CACHE section, immediately below the REPOSITORY section, change the ENABLE parameter from YES to NO.
d. Save the changes and close the file. e. Close or minimize Windows Explorer. 5. Start the Oracle BI Server service to load the ABC repository into memory, and ensure that the Oracle BI Presentation Server service is started. a. If the Services window is not open, double-click the Services icon on your desktop. b. If the Oracle BI Server service is already started, right-click Oracle BI Server and select Restart. If Oracle BI Server is not started, right-click and select Start. c. If Oracle BI Presentation Server is not started, right-click and select Start. d. Ensure that the Oracle BI Server and Oracle BI Presentation Server services are started by clicking the Refresh button until the Status column displays the value Started. e. Minimize the Services window. 6. Examine the NQServer.log file to ensure that startup is successful. a. Navigate to D:\OracleBI\server\Log. b. Double-click NQServer.log to open it. c. Locate the message Loading repository D:\OracleBI\server\Repository\ABC.rpd. d. Ensure that SupplierSales is the Subject Area that was loaded and note the Oracle BI Server started message. The log should look similar to the following screenshot. Module 7: Testing and Validating a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 77
The log file can contain messages indicating why the server startup failed. For example, if there was a syntax error in the NQSConfig.ini file, the NQServer.log file would contain messages about the syntax error. After examining the log messages, if errors were detected, you would correct the problem and start the server again. e. Close the NQServer.log file. 7. Start Oracle BI Answers. a. Ensure that the Oracle BI Server and Oracle BI Presentation Server services are started. b. Select Start > Programs > Oracle Business Intelligence > Presentation Services. c. Log in as Administrator. There is no need to enter a password. d. Click the Answers link. e. Ensure that the description you entered for the SupplierSales presentation catalog appears under the SupplierSales subject area. Recall that presentation catalogs appear as subject areas in Answers.
8. Execute queries to test the SupplierSales business model. In this step, you create a request showing the dollars for each sales rep in the MidAtlantic district in the year 1999. a. Click the SupplierSales subject area. b. Place the cursor over the Customers folder and ensure that the description you entered in an earlier practice appears as a tool tip. c. Expand the Facts folder and ensure that SalesFacts is nested under the Facts folder.
Module 7: Testing and Validating a Repository 78 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Expand the Customers table and click the Sales Rep and Sales District columns to add the columns to the request.
e. Expand the SalesFacts table and click the Dollars column to add it to the request.
f. In the Dollars column, click the Column Properties button.
g. In the Column Properties dialog box, click the Data Format tab. h. Click Override Default Data Format. i. In the Treat Number As field, select Currency. j. In the Currency Symbol field, select $. k. In the Decimal Places field, select 2. l. Select the Use 1000s Separator check box. m. Check your work:
n. Select Save > as the system-wide default for -SalesFacts.Dollars.
Module 7: Testing and Validating a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 79 o. In the Dollars column, click the Order by button once to select the Order Ascending icon. p. Expand the Periods table and press and hold [Ctrl] and select the Year column. The Create/Edit Filter dialog box opens. q. In the Value field, enter 1999 and click OK. r. In the Sales District column, click the Add Filter button . s. Click All Choices. t. Select MidAtlantic from the list and click OK. u. Check the filters:
v. Click the Remove Column icon for the Sales District column so that this column will not be displayed in the request results. w. Your request now includes two columns:
And two filters:
x. Click the Results tab to view the results. Ensure that the Dollars column is formatted as expected.
y. Which sales rep in the MidAtlantic sales district produced the highest revenue (dollars) in 1999?
9. In this step, you create a request showing the dollars for each sales district in the East region for the year 1999. a. Click the Create a new request icon and select the SupplierSales subject area. b. Create the following request:
c. In the Dollars column, click the Order by icon once, to select Order Ascending icon. Module 7: Testing and Validating a Repository 80 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Press and hold [Ctrl] and add the following filters for Year and Region:
e. Click Results.
f. Which sales district in the East region had the highest revenue (dollars) in 1999?
10. Examine the query log file. a. Select Settings > Administration > Manage Sessions. b. In the Cursor Cache section, click View Log for the last entry. c. If necessary, scroll to the bottom of the file and then scroll up to locate the last query executed by Administrator. The log file should look similar to the following screenshot:
d. Locate the SQL Request section. This section contains the logical SQL issued from Answers. e. Which presentation table does Sales District information come from?
f. Which presentation table does Dollars information come from?
Module 7: Testing and Validating a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 81 g. Which catalog name does the FROM clause identify?
h. What filters were applied to this request?
i. Locate the General Query Info section, just below the SQL Request section. This section identifies the repository, subject area, and presentation catalog from which the query was run. j. Which repository (logical name) was accessed for this query?
k. Which subject area was accessed for this query?
l. Which presentation catalog was accessed for this query?
m. Locate the Sending query to database named ORCL section, just below the General Query Info section. This section identifies the physical data source to which Oracle BI Server connects. n. Which physical tables were accessed for this query?
o. Which physical columns were accessed for this query?
p. For which physical column was an aggregation rule applied?
q. Which logical column maps to the physical column with the aggregation rule?
r. Which physical join specifications are used in this query?
s. Which physical column orders the query results?
t. Did this query complete successfully?
u. How many rows were retrieved from the database?
Module 7: Testing and Validating a Repository 82 E Oracle BI Suite Enterprise Edition 10g Bootcamp v. Close the log file. w. Click Finished to close the Session Management window. x. Click Close Window to close the Oracle BI Presentation Services Administration window. y. Leave Oracle BI open for the next practice.
Congratulations! You have successfully used the Consistency Check Manager, Oracle BI Answers, and the query log to test and check the repository. Module 7: Testing and Validating a Repository E Oracle BI Suite Enterprise Edition 10g Bootcamp 83 Solutions 7-1: Testing the Repository Answers 8.y. Which sales rep in the MidAtlantic sales district produced the highest revenue (dollars) in 1999? Paula Madison 9.f. Which sales district in the East region had the highest revenue (dollars) in 1999? Yankee 10.e. Which presentation table does Sales District information come from? Customers 10.f. Which presentation table does Dollars information come from? SalesFacts 10.g. Which catalog name does the FROM clause identify? SupplierSales 10.h. What filters were applied to this request? year = 1999 and region = east 10.j. Which repository (logical name) was accessed for this query? Star 10.k. Which subject area was accessed for this query? SupplierSales 10.l. Which presentation catalog was accessed for this query? SupplierSales 10.n. Which physical tables are accessed for this query? D1_CUSTOMER2, D1_CALENDAR2, and D1_ORDERS2 10.o. Which physical columns were accessed for this query? DISTRICT and ACTLEXTND 10.p. For which physical column was an aggregation rule applied? ACTLEXTND 10.q. Which logical column maps to the physical column with the aggregation rule? SalesFact.Dollars Module 7: Testing and Validating a Repository 84 E Oracle BI Suite Enterprise Edition 10g Bootcamp 10.r. Which physical join specifications are used in this query? D1_CALENDAR2.YYYYMMDD = D1_ORDERS2.PERIODKEY D1_CUSTOMER2.NEWKEY = D1_ORDERS2.CUSTKEY 10.s. The query results are ordered by which physical column? ACTLEXTND (Dollars) 10.t. Did this query complete successfully? Yes 10.u. How many rows were retrieved from the database? 4 Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 85 Practice 8-1: Enhancing the Product Dimension Goal To import normalized tables that contain additional product information into the Physical layer of the repository Scenario There are product tables that store detailed information about ABCs products. You want to add these tables to the Product dimension in the Business Model and Mapping layer. You import these tables into the repository and create keys and foreign key joins for the tables. Outcome D1_PRICELIST, D1_PROD_DIET_TYPES, D1_PRODUCT_SUBTYPE, D1_PRODUCT_TYPE, and D1_SUPPLIERS tables imported into the Physical layer with associated keys and joins Time 510 minutes Instructions 1. Ensure that Oracle BI Server is stopped. a. Open the Services window. b. Locate Oracle BI Server and ensure that it is stopped and the Status field has no value. c. Minimize Services. 2. Start the Server Administrator and open the ABC.rpd repository in offline mode. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Open > Offline. c. Double-click ABC.rpd. d. Ensure that User is Administrator and that the Password field is blank. e. Click OK. 3. In this step, you import additional product tables that store product code, pricing, and supplier information. The product dimension is an example of where information has been stored physically in a normalized table structure. Data warehouse design writers such as Ralph Kimball refer to this as snowflaking a dimension. Many database administrators regard this as good database design, so this is a very common practice. So far, you have only included the information in the root product table in the logical subject area. After import, you can include information from the other product tables. a. Select File > Import > From Database. b. Select the OCI 10g/11g connection type. c. In the TNS Name field, enter ORCL. d. In the User Name field, enter SUPPLIER2. Module 8: Adding Multiple Logical Table Sources 86 E Oracle BI Suite Enterprise Edition 10g Bootcamp e. In the Password field, enter SUPPLIER2. f. Click OK. The Import dialog box opens. This may take a few moments. g. Scroll to the SUPPLIER2 folder and expand it. h. Select the following tables (press and hold [Ctrl]) to import: Table Name D1_PRICELIST D1_PRODUCT_SUBTYPE D1_PRODUCT_TYPE D1_PROD_DIET_TYPES D1_SUPPLIERS i. Ensure that the Tables and Keys check boxes are selected. j. Click Import. Wait for the import process to complete. k. Click Close to close the Import dialog box. l. Ensure that the tables were imported into the Physical layer.
m. Update row counts for the new tables. 4. Define joins and foreign keys using the Physical Diagram. a. In the Physical layer, right-click the ORCL database and select Physical Diagram > Object(s) and All Joins to open the Physical Diagram view. b. Drag the new table objects so they are all visible and use the zoom feature as needed. c. Use the New Foreign Key button on the toolbar to create the following join relationships. As in earlier lessons, click Yes if you are asked to create a matching table key. D1_PRODUCT_SUBTYPE.SUBTYPECODE = D1_PRODUCTS.SUBTYPECODE D1_PROD_DIET_TYPES.DIETCODE = D1_PRODUCTS.DIETCODE D1_SUPPLIERS.SUPPLIERCODE = D1_PRODUCTS.SUPPLIERCODE D1_PRICELIST.PRODUCTKEY = D1_PRODUCTS.PRODUCTKEY D1_PRODUCT_TYPE.TYPECODE = D1_PRODUCT_SUBTYPE.TYPECODE Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 87 d. Check your results:
e. Close the Physical Diagram. f. Save the repository. Do not check consistency.
Module 8: Adding Multiple Logical Table Sources 88 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 8-2: Creating Multiple Sources for a Logical Table Source (Manual) Goal To add the information from the price list table to the Product dimension Scenario You have imported the product tables that store detailed information about ABCs products into the Physical layer of the repository and configured keys and joins for the tables. So far, the Product dimension in the Business Model and Mapping layer has only information from the root product table: D1_PRODUCTS. You are ready to add the information from the price list table to the Product dimension, and while doing that, simplify the data structure (in effect, creating a denormalized logical table). Outcome In the Business Model and Mapping layer, the D1_PRICELIST physical table is added to the existing logical table source for the Product dimension and the Price logical column is added to the Product dimension and mapped to the appropriate physical table. Time 5 minutes Instructions 1. In this step, you add the information from the price list table to the existing logical table source for the Product dimension. There are two methods to add multiple sources for an existing logical table source. In this practice, you use the Properties window of an existing logical table source, which is a manual process and requires several steps. In the next practice, you use a more automated process. a. In the Business Model and Mapping layer, expand the Products logical table and then the Sources folder, and then double-click the D1_PRODUCTS logical table source to view the properties. b. Click the General tab and click Add. The Browse window automatically includes those tables that are joined directly to the table already in the logical table source. In this case, it includes all tables that join to D1_PRODUCTS. Only tables that join to tables included in the logical source can be added to the logical source. In other words, if tables do not have a join relationship in the Physical layer to tables included in the logical source, they cannot be added to the logical table source. Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 89 c. Which product table is not visible in the browse list?
d. Why is this table not visible in the list?
e. In the Browse window, select the D1_PRICELIST table and click the Select button. The table is added to the logical table source and the join is displayed in the Joins section on the General tab.
f. Select the join in the Joins section. The View Details button becomes active. g. Click View Details to open the join dialog box and view the read-only details of the join. h. Click Cancel to close the join dialog box. i. To change a join to an outer join, you could use the drop-down list in the Type column. This allows you to change the join type from inner to three kinds of outer joins. For the purpose of these practices, leave the type as Inner. You can think of the tables in a logical dimension table source as being like a database view. When it formulates physical SQL, Oracle BI Server will leave out the tables in this view that are not needed to satisfy the logical query (join elimination), but only if the join type is Inner. When the join type is Outer, however, Oracle BI Server will always include the tables. j. Click OK to close the Logical Table Source dialog box. 2. In this step, you create a new logical column based on the new logical table source. Using the manual method in the previous step to add a physical table to a logical table source neither automatically adds logical columns to the logical table nor changes the logical to physical mapping of any existing column. Now that the physical table that stores the pricing information Module 8: Adding Multiple Logical Table Sources 90 E Oracle BI Suite Enterprise Edition 10g Bootcamp has been added to the Product logical table source, you create a new logical column and map it to the appropriate physical table. a. In the Business Model and Mapping layer, right-click the Products table and select New Object > Logical Column. b. Enter Price in the Name field and click OK. c. Double-click the D1_PRODUCTS logical table source to open its properties dialog box. d. Click the Column Mapping tab. e. If necessary, select the Show unmapped columns check box. Note that the column you just created, Price, is not mapped to any physical column. f. In the Logical Column section, click the ellipsis () button next to Price to open the Expression Builder. g. In the lower-left pane of the Expression Builder, click the Physical Tables folder. h. In the center pane, click D1_PRICELIST. i. In the right pane, click PRICE. j. Click the Insert button and examine the expression. k. Click OK to close the Expression Builder. l. Ensure that Show Mapped Columns is selected, and that the Price logical column is now mapped to the PRICE physical column in the D1_PRICELIST physical table.
m. Click OK to close the Logical Table Source dialog box.
Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 91 Solutions 8-2: Creating Multiple Sources for a Logical Table Source (Manual) Answers 1.c. Which product table is not visible in the browse list? D1_PRODUCT_TYPE 1.d. Why is this table not visible in the list? Because it does not have a direct join relationship with D1_PRODUCTS in the Physical layer. The Browse window automatically includes those tables that are joined directly to the table already in the logical table source.
Module 8: Adding Multiple Logical Table Sources 92 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 8-3: Creating Multiple Sources for a Logical Table Source (Automated) Goal To add the information from the additional product tables to the Product dimension Scenario You have manually added information from the price list table to the Product dimension. You are ready to add information from the other product tables to the Product dimension using an alternate method. You create multiple sources for the Product logical table source and simultaneously add the columns to the Product dimension. Outcome In the Business Model and Mapping layer, the D1_PROD_DIET_TYPES, D1_PRODUCT_SUBTYPE, D1_PRODUCT_TYPE, and D1_SUPPLIERS physical tables are added to the existing logical table source for the Products logical table. In the Business Model and Mapping layer, the DIET_TYPE, ITEMSUBTYPE, ITEMTYPE, and ITEMSUPPLIER logical columns are added to the Products logical table and mapped to the appropriate physical tables. Time 510 minutes Instructions 1. In this step, you use a second method to add additional information to the Product dimension and simultaneously add a new source to the existing D1_PRODUCTS logical table source. a. In the Physical layer, expand the D1_PROD_DIET_TYPES table and select the DIET_TYPE column. b. In the Physical layer, drag the DIET_TYPE column onto the D1_PRODUCTS logical table source in the Products dimension in the Business Model and Mapping layer. c. Ensure that the DIET_TYPE column is added to the Products logical table. d. Double-click the D1_PRODUCTS logical table source to view its properties. e. Click the Column Mapping tab. f. To which physical column and physical table is the DIET_TYPE logical column mapped?
g. Click OK to close the Logical Table Source properties dialog box. Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 93 2. Repeat the steps above to add more product information to the Products dimension, simultaneously adding new sources to the existing D1_PRODUCTS logical table source. a. Drag the following columns from the Physical layer to the D1_PRODUCTS logical table source: Physical Table Physical Column D1_PRODUCT_SUBTYPE ITEMSUBTYPE D1_PRODUCT_TYPE ITEMTYPE D1_SUPPLIERS ITEMSUPPLIER b. Open the D1_PRODUCTS logical table source properties dialog box and click the Column Mapping tab to check your results. c. Which new table sources are added to the D1_PRODUCTS logical table source? It may be necessary to scroll to the right.
d. Click OK to close the Logical Table Source properties dialog box. 3. Rename the new logical columns in the Product dimension so they are meaningful to users. a. In the Business Model and Mapping layer, slowly double-click the DIET_TYPE logical column to make the column editable or right-click the column and select Rename. b. Change the name to Diet Type. c. Rename the other new columns to the following: From To ITEMSUBTYPE Subtype ITEMTYPE Type ITEMSUPPLIER Supplier 4. Add the new product information to the SupplierSales presentation catalog. a. Drag the five new columns from the Business Model and Mapping layer onto the Products table in the SupplierSales presentation catalog and reorder the columns in the Presentation layer as follows: Column Name Price Type Subtype Diet Type Supplier 5. Select File > Check Global Consistency to validate your work. If you receive any error messages, fix them before proceeding. Module 8: Adding Multiple Logical Table Sources 94 E Oracle BI Suite Enterprise Edition 10g Bootcamp 6. Close the Consistency Check Manager. 7. Save and close the repository. 8. Close the Administration Tool. 9. Start the Oracle BI Server service. 10. Start Answers. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. Log in as Administrator. There is no need to enter a password. c. Click the Answers link. 11. Create a request to check your work. a. Select the SupplierSales subject area. b. Create the following request:
c. Click the Results tab to view the results.
12. Examine the query log to determine which table or tables have been accessed for this simple query. a. Select Settings > Administration > Manage Sessions. Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 95 b. Click View Log for the last entry in the Cursor Cache section. c. Ensure that three tables: D1_PRODUCTS, D1_PRODUCT_SUBTYPE, and D1_PRODUCT_TYPE, have all been accessed, despite the fact that the D1_PRODUCT_TYPE table alone contains all the data requested. The log should look similar to the following screenshot:
d. Why are all the three tables included in the query?
e. Close the query log. In the next practice, you specify a more economical way for Oracle BI Server to access this data. 13. Log out of Oracle BI. Module 8: Adding Multiple Logical Table Sources 96 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 8-3: Creating Multiple Sources for a Logical Table Source (Automated) Answers 1.f. To which physical column and physical table is the DIET_TYPE logical column mapped? D1_PROD_DIET_TYPES.DIET_TYPE 2.c. Which new table sources are added to the D1_PRODUCTS logical table source? It may be necessary to scroll to the right. D1_PRODUCT_SUBTYPE, D1_PRODUCT_TYPE, and D1_SUPPLIERS 12.c. Why are all three tables included in the query? Because of the join conditions. The only way the query can access the D1_PRODUCT_TYPE table is through the D1_PRODUCTS table. Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 97 Practice 8-4: Adding a New Logical Table Source Goal To add a second logical table source to the Product dimension Scenario Examining the physical sources and the Products dimension table, you discover that the Type Code and Type columns are mapped to different physical tables, while the information for both is stored in a common physical table. In order to model the most economical method for Oracle BI Server to find information for these two columns, you decide to add a second logical table source to the Product dimension so that Oracle BI Server queries only one table for the Type Code and Type information. Outcome In the Business Model and Mapping layer, Type is added as second logical table source for the Products logical table. Time 5 minutes Instructions 1. Open the ABC repository file in offline mode. a. Stop the Oracle BI Server service. b. Navigate to D:\OracleBI\server\Repository. c. Double-click ABC.rpd. d. Log in as Administrator with no password. 2. Examine the existing column mappings for the two columns, Type and Type Code, to determine the most economical method for Oracle BI Server to find information. a. In the Business Model and Mapping layer, expand the Sources folder of the Products table and double-click D1_PRODUCTS. b. Click the Column Mapping tab. c. To what physical table and physical column is Type Code mapped?
d. To what physical table and physical column is Type mapped?
e. Click Cancel to close the Properties window.
Module 8: Adding Multiple Logical Table Sources 98 E Oracle BI Suite Enterprise Edition 10g Bootcamp 3. Determine which physical table stores information for both Type Code and Type. a. In the Physical layer, expand the D1_PRODUCT_TYPE physical table. b. Ensure that this table stores the information for ITEMTYPE and TYPECODE. 4. Model a new mapping for the Type Code logical column by creating a second logical table source for the Products dimension. a. In the Business Model and Mapping layer, right-click the Products table and select New Object > Logical Table Source. b. Ensure that the General tab is selected. c. In the Name field, enter Type to name the new logical table source. d. Click Add. e. In the Browse dialog box, double-click the D1_PRODUCT_TYPE physical table to select it. f. Click OK to close the Logical Table Source properties dialog box. Note that the new logical table source, Type, is added to the Sources folder.
g. Double-click the Type logical table source to view its properties. h. Click the Column Mapping tab. i. Use the Expression Builder to map the Type Code logical column to the D1_PRODUCT_TYPE.TYPECODE physical column. This maps the Type Code logical column to the TYPECODE physical column in the D1_PRODUCT_TYPE physical table for this logical table source.
j. Click OK to close the Expression Builder. k. Use the Expression Builder to map the Type logical column to the D1_PRODUCT_TYPE.ITEMTYPE physical column. This maps the Type logical column to the ITEMTYPE physical column in the D1_PRODUCT_TYPE physical table for this logical table source. Module 8: Adding Multiple Logical Tables Sources E Oracle BI Suite Enterprise Edition 10g Bootcamp 99
l. Click OK to close the Expression Builder. m. Check your work:
n. Click OK to close the Logical Table Source properties dialog box. There are now two logical table sources for the Products dimension and the Type Code logical column maps to both the D1_PRODUCT_TYPE and D1_PRODUCTS tables. In a later practice, you let Oracle BI Server know which source to use by specifying the aggregation content for the Type logical table source. o. Select File > Check Global Consistency to validate your work. If you receive any error messages, fix the errors before proceeding. p. If the repository is consistent, save and close the repository. q. Select File > Exit to close the Administration Tool. Module 8: Adding Multiple Logical Table Sources 100 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 8-4: Adding a New Logical Table Source Answers 2.c. To what physical table and physical column is Type Code mapped? Type Code is mapped to the D1_PRODUCTS physical table and to the TYPECODE physical column. 2.d. To what physical table and physical column is Type mapped? Type is mapped to the D1_PRODUCT_TYPE physical table and to the ITEMTYPE physical column.
Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 101 Practice 9-1: Creating Calculation Measures by Using Logical Columns Goal To derive a new calculation based on existing business measures Scenario You want to enable users to track the difference between the units ordered and units shipped by selecting a single fact column called Cuts. This business measure can potentially help track lost revenue. You use the Expression Builder to configure a formula for Cuts using existing logical columns as objects in the formula. Outcome In the Business Model and Mapping layer, the Cuts logical column is added to the SalesFacts logical table. In the Presentation layer, the Cuts presentation column is added to the SalesFacts presentation table. Time 1015 minutes Instructions 1. Because you modify the ABC repository in online mode in this practice, ensure that the Oracle BI Server service is started. 2. In this step, you start the Administration Tool and open the ABC repository in online mode. Up to this point, all the changes you have made to the repository have been in offline mode. Now that you have a consistent repository and Oracle BI Server is running and using it, you can make changes to the metadata in online mode.
Offline, the relationship between the Administration Tool and the repository is similar to the relationship between any Windows application and a file: an application, the Administration Tool in this case, opens a file for editing, makes changes to its in-memory copy, and tells the OS to save the changed file.
In online mode, the relationship is different. Oracle BI Server has already opened the repository file and the operating system has put a write-lock on the file. In this mode, Oracle BI Server can act as an agent of the Administration Tool. When the Administration Tool tells it to, Oracle BI Server sends the Administration Tool a copy of its in-memory repository. Then it listens for messages from the Administration Tool about changes, makes those changes to its in-memory copy, and, when told by the Administration Tool, tells the OS to save the changed file.
When you start the Administration Tool in online mode, you pick an Oracle BI ODBC DSN that points to the repository you want to edit (the repository that is the default repository in the DSN). Module 9: Adding Calculations to a Fact 102 E Oracle BI Suite Enterprise Edition 10g Bootcamp The Administration Tool then communicates changes to Oracle BI Server and Oracle BI Server makes the corresponding changes to its in-memory copy. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Open > Online. c. In the Open Online Analytics Web dialog box, log in as Administrator; no password needed. d. Ensure that the title bar displays (Online) indicating you are in online mode. 3. In this step, you set a user preference to check out objects automatically. Because Oracle BI Server may be processing queries while you are editing the repository, you must check out objects before editing them. After the objects have been edited, you check them in again. Then the changes you made become active. When you have finished editing, you can save the changes to the repository. a. Select Tools > Options. b. Select the General tab. c. Make sure that Check out objects automatically is selected. d. Click OK. 4. In this step, you define a new logical measure called Cuts (the difference between what was ordered and what was shipped) in the SalesFacts logical table, using existing logical columns to define the calculation formula. a. In the Business Model and Mapping layer, right-click the SalesFacts logical table and select New Object > Logical Column. b. Ensure that the General tab is selected. c. Enter Cuts in the Name field to name the column. d. Select the Use existing logical columns as the source check box. e. To open the Expression Builder, click the Ellipsis button (to the right of the text edit box). f. In the left pane of the Expression Builder, select the Logical Tables folder. g. In the middle pane, select the SalesFacts logical table. h. In the Search field under the right pane, enter the letter U. This narrows the list of objects in the pick list. This is a useful feature in large repositories. i. In the right pane, select the Units Ordered logical column. j. Click Insert. k. Click the minus sign on the toolbar. l. In the right pane, double-click the Units Shipped logical column to insert it in the formula. Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 103 m. Check your results:
n. Click OK to close the Expression Builder. Note that the expression is now displayed in the Logical Column dialog box. o. Select the Data Type tab. The data type of logical columns derives from the data types of the underlying physical columns. The Administration Tool examines the data types of the physical sources and selects the most inclusive data type for the logical column. Data types may be changed by the formula you create. For example, consider a logical column that is defined as ColumnA * ColumnB. If ColumnA and ColumnB are integers, then the product of those two columns is also an integer. If the formula was 1.0 * ColumnA * ColumnB instead, the resulting data type would be a DOUBLE. The data type transformation happens in left to right order within the normal order of operations. If the data were from SQL Server (which has an Integer data type) and both UNITORDD and UNITSHPD were integers, Cuts would have an INT data type instead of DOUBLE. Note also that the formula is expressed in terms of the physical column data types and that it also includes the aggregation functions (sum).
p. Click OK. Note that the icon for Cuts is blue and that all other logical columns in the SalesFacts logical table have a check mark. This indicates that the logical columns have not yet been checked in to the server. 5. Add the new Cuts column to the SupplierSales presentation catalog. a. In the Presentation layer, ensure that the SupplierSales presentation catalog is expanded. b. Select Cuts from the SalesFacts logical table and drag it onto the SalesFacts presentation table. Module 9: Adding Calculations to a Fact 104 E Oracle BI Suite Enterprise Edition 10g Bootcamp 6. Select File > Check In Changes or click the Check In Changes button on the toolbar. 7. Click Yes to check global consistency. Fix errors, if any, before proceeding. 8. If the repository passes the consistency check, close the Consistency Check Manager. 9. Save the repository. 10. Check your work. a. Log in to Oracle BI Presentation Services as Administrator; no password is needed. b. Click the Answers link and the SupplierSales subject area. c. Click Reload Server Metadata. d. Create the following request:
e. Click the Results tab to view the results.
f. Ensure that the Cuts calculation is accurate for the Frozen food type by manually subtracting Units Shipped from Units Ordered. g. Is the value in the Cuts column for the Frozen food type accurate?
Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 105 h. Ensure that the Cuts calculation is accurate for the Lamb food type by manually subtracting Units Shipped from Units Ordered. i. Is the value in the Cuts column for the Lamb food type accurate?
j. Leave Answers open. 11. Examine the query log to see what query was sent to the database. a. Select Settings > Administration > Manage Sessions > View Log to open the query log. What you see should be similar to the following:
b. Note that Cuts is included in the logical query.
c. Note that the difference between units ordered and units shipped is being calculated in the outer query block (D1.c1 - D1.c2 as c4 here). Because you defined the Cuts calculation using logical columns, the columns are summed first and then the difference is calculated. You compare these results to the query results in the next practice. d. Close the query log. e. Leave Answers open. f. What would happen if you deleted a logical column that is used to define the formula of another logical column? The derived column would not be deleted automatically. However, Module 9: Adding Calculations to a Fact 106 E Oracle BI Suite Enterprise Edition 10g Bootcamp the tool would display an icon that warns you about this condition. Dont do this! This is just for informational purposes. Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 107 Solutions 9-1: Creating Calculation Measures by Using Logical Columns Answers 10.g. Is the value in the Cuts column for the Frozen food type accurate? Yes, 0 is the correct value. 10.i. Is the value in the Cuts column for the Lamb food type accurate? Yes, 39 is the correct value. Module 9: Adding Calculations to a Fact 108 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 9-2: Creating Calculation Measures by Using Physical Columns Goals To modify a repository in online mode and create a calculation measure using physical columns Scenario You want users to be able to track the difference between the units ordered and units shipped by selecting a single fact column called CutsP. In the previous practice, you used logical columns to create the calculation. In this practice, you use the Expression Builder again to configure a formula for CutsP using physical columns as objects in the formula. Outcome In the Business Model and Mapping layer, CutsP is added to the SalesFacts logical table. In the Presentation layer, CutsP is added to the SalesFacts presentation table. Time 1015 minutes Instructions 1. Return to the ABC repository, which should still be open in online mode. 2. Configure a new logical column in the SalesFacts logical table that uses physical columns in its formula. a. In the Business Model layer, right-click the SalesFacts table and select New Object > Logical Column. b. Enter CutsP in the Name field to name the column. c. Select the Aggregation tab. d. In the Default aggregation rule field, select Sum. e. Click OK. 3. Map the new CutsP column to a physical source. a. In the Business Model and Mapping layer, expand the Sources folder for the SalesFacts table and double-click D1_ORDERS2. b. Select the Column Mapping tab. c. If necessary, select the Show unmapped columns check box to display the CutsP logical column. d. To open the Expression Builder, click the Expression Builder button (. . .) next to CutsP. e. In the left pane of the Expression Builder, select the Physical Tables folder. Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 109 f. In the middle pane, select the D1_ORDERS2 table. g. Following the process used in the previous practice, create a formula that subtracts units shipped from units ordered using physical columns. Check your results:
h. Click OK to close the Expression Builder. i. Note that you can see the formula in the Expression column for CutsP on the Column Mapping tab. You may need to adjust the column width to see the entire formula. j. Click OK to close the Logical Table Source properties dialog box. k. Double-click the CutsP logical column. l. Click the General tab and note that CutsP is not defined using existing logical columns as the source. m. Click the Data Type tab and note the data type of the logical column based on its formula definition and the data types of the sources. Note also that formula finds the difference between the columns first and then sums the difference. n. Click OK to close the Logical Column properties dialog box. o. Select CutsP in the SalesFacts logical table and drag it onto the SalesFacts presentation table in the Presentation layer. 4. Check in the changes made to the repository: a. Select File > Check In Changes or click the Check In Changes button on the toolbar. b. Click Yes when asked to check consistency. Fix errors, if any, before proceeding. c. If the repository is consistent, close the Consistency Check Manager. 5. Save the repository. 6. Reload the server metadata in Answers. a. Return to Answers. b. Click the Reload Server Metadata link to update the repository. c. Ensure that CutsP appears in the SalesFact presentation table.
7. Check your work. a. Create the following request:
Module 9: Adding Calculations to a Fact 110 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Click the Results tab to view the results.
c. Ensure that the CutsP calculation is accurate for the Frozen food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsP column accurate?
d. Ensure that the CutsP calculation is accurate for the Lamb food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsP column accurate?
8. Examine the query log to see what query was sent to the database: Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 111 a. Open the query log. Your results should resemble the following screenshot:
b. Note that CutsP is included in the logical query.
c. Note also that the difference between units ordered and units shipped is calculated first and then summed (sum(T285.UNITORDD - T285.UNITSHPD) as c4 in the example here). Compare these results with the query results in the previous practice. d. Close the query log. e. Leave Answers open. f. What are the advantages and disadvantages of defining a logical column in terms of other logical columns, rather than in terms of the physical sources directly? The advantage of defining a logical column formula based on existing logical columns is that you have to define it only once. When you create formulas based on physical columns, you have to map for each physical source it could be derived from. Sometimes, you have no choice, however, if you have to use physical columns to apply an aggregation rule after a calculation. Module 9: Adding Calculations to a Fact 112 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 9-2: Creating Calculation Measures by Using Physical Columns Answers 7.c. Ensure that the CutsP calculation is accurate for the Frozen food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsP column accurate? Yes, 0 is the correct value. 7.d. Ensure that the CutsP calculation is accurate for the Lamb food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsP column accurate? Yes, 39 is the correct value. Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 113 Practice 9-3: Creating Calculation Measures by Using the Calculation Wizard Goals To modify a repository in offline mode and create calculation measures using the Calculation Wizard Scenario You want to model two calculation measures using the Calculation Wizard, called Change Units Shipped and Percent Change Units Shipped. The Change Units Shipped measure calculates the difference between the units ordered and units shipped. The Percent Change Units Shipped measure calculates what percentage of the units ordered has not been shipped. The calculation measures that are created by the wizard are based on existing logical columns. You rename these columns CutsW and Percent Not Shipped in the Presentation layer. Outcome In the Business Model and Mapping layer, Change Units Shipped and Percent Change Units Shipped are added to the SalesFacts logical table. In the Presentation layer, CutsW and Percent Not Shipped are added to the SalesFacts presentation table. Time 1015 minutes Instructions 1. Return to the ABC repository, which should still be open in online mode. 2. In this step, you model two calculation measures using the Calculation Wizard. a. In the Business Model and Mapping layer, expand the SalesFacts table. b. Right-click the Units Ordered column and select Calculation Wizard. c. In the Calculation Wizard Introduction dialog box, click Next. d. In the Choose columns pane, SalesFacts is selected. The columns appear in the right pane. e. Select the Units Shipped check box. f. Click Next. g. In the Generate Calculations section, ensure that the Change and Percent Change check boxes are both selected. Module 9: Adding Calculations to a Fact 114 E Oracle BI Suite Enterprise Edition 10g Bootcamp h. In the Generate Calculations section, ensure that Change is highlighted.
i. In the Calculation Name field, enter CutsW. j. Note the results that are returned when Units Shipped is NULL:
k. In the Generate Calculations section, select Percent Change so that it is highlighted.
l. Change the Calculation Name to Percent Not Shipped. m. Note the results that are returned when Units Shipped is not available (NULL) or is zero using the following parameters. The screenshot shows only partial results:
n. Click Next to open the Check Out Objects window. o. Review the objects that must be checked out. p. Click Next. q. Review the two calculations measures that will be created by the Wizard: CutsW and Percent Not Shipped. r. Click Finish. Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 115 s. In the Business Model and Mapping layer, ensure that there are two new columns created by the Calculation Wizard in the SalesFacts table.
t. Drag the new CutsW and Percent Not Shipped logical columns from the SalesFacts logical table onto the SalesFacts presentation table in the SupplierSales presentation catalog in the Presentation layer. 3. Check in changes. 4. Check global consistency. 5. If the repository is consistent, close the Consistency Check Manager. If not, fix any errors before proceeding. 6. Save the repository. 7. Return to Answers. 8. Reload Server Metadata. 9. Create the following request:
10. Format the Percent Not Shipped column to display percentages. a. In the Percent Not Shipped column, click the Column Properties button . b. Click the Data Format tab. c. Select the Override Default Data Format check box. d. In the Treat Numbers As drop-down list, select Percentage. e. In the Decimal Places drop-down list, select 2. f. Save these settings as the system-wide default for Percent Not Shipped. Module 9: Adding Calculations to a Fact 116 E Oracle BI Suite Enterprise Edition 10g Bootcamp g. Check your changes:
h. Click OK to close the Column Properties dialog box. 11. Click Results.
Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 117 12. Ensure that the CutsW calculation is accurate for the Frozen food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsW column accurate?
13. Ensure that the CutsW calculation is accurate for the Lamb food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsW column accurate?
14. To ensure that the Percent Not Shipped value is accurate, you divide CutsW by Units Shipped. For example, for the Lamb food type, you divide 39 by 961 to get 4.06. This tells you that 4.06% of the units ordered have not been shipped. 15. Examine the query log to see what query was sent to the database. Your query results should resemble the following screenshot:
a. Note that the CutsW and Percent Not Shipped columns are listed in the logical query.
Module 9: Adding Calculations to a Fact 118 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Also, note that the parameters you specified for NULL values are included.
c. Close the log file. d. Leave Answers and the Administration Tool open for the next practice. Module 9: Adding Calculations to a Fact E Oracle BI Suite Enterprise Edition 10g Bootcamp 119 Solutions 9-3: Creating Calculation Measures by Using the Calculation Wizard Answers 12. Ensure that the CutsW calculation is accurate for the Frozen food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsW column accurate? Yes, 0 is the correct value. 13. Ensure that the CutsW calculation is accurate for the Lamb food type by manually subtracting Units Shipped from Units Ordered. Is the value in the CutsW column accurate? Yes, 39 is the correct value. Module 9: Adding Calculations to a Fact 120 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 121 Practice 10-1: Creating Dimension Hierarchies Goal To create dimensions to introduce hierarchies into the business model Scenario Dimensions are metadata objects that allow you to introduce hierarchies into a business model. The dimensions and hierarchies remain hidden to users, but they enable Oracle BI Server to provide useful calculations. You need to implement three dimensions for ABC: Product, Customer, and Period. Creating dimensions and hierarchies allows you to build level-based measures, to define aggregation rules that vary by dimension, to provide drill down on charts and tables in Answers and dashboards, and to describe the content of aggregate sources. Outcome In the Business Model and Mapping layer, there are ProductsDim, CustomersDim, and PeriodsDim dimension objects. Time 2025 minutes Instructions 1. Return to the ABC repository, which should still be open in online mode. 2. In order to create a dimension hierarchy, you need to know the levels in the hierarchy, the columns that uniquely define each level, and the distinct values for each level. In this step, you identify these for the product dimension. a. The business requirements determine the levels. In the case of the product hierarchy for ABC, the levels are (from top to bottom): Type, Subtype, Generic, and Specific. b. Typically, a database administrator provides you the columns that define each level. In ABCs case, the columns are: Level Column on D1_PRODUCTS table that defines the level Type TYPECODE Subtype SUBTYPECODE Generic GENERICDESCRIPTION Specific SPECIFICDESCRIPTIN c. In the Physical layer, navigate to D1_PRODUCTS.TYPECODE. Note that there are 22 rows for the TYPECODE column. (If the row count is not visible, run Update Row Count). This is the manual method to determine the number of elements at each level of a hierarchy. You update row counts and then use the row count information to set the number of elements at each level in a dimension hierarchy. In a later step, you learn how to use an automated method to determine the number of elements at each level. d. Confirm the row counts for the other columns in D1_PRODUCTS. Module 10: Creating Dimension Hierarchies and Level-Based Measures 122 E Oracle BI Suite Enterprise Edition 10g Bootcamp Level Column on D1_PRODUCTS table that defines the level Row Count Subtype SUBTYPECODE 159 Generic GENERICDESCRIPTION 186 Specific SPECIFICDESCRIPTIN (this spelling is correct) 192 3. In this step, you create a dimension object to represent the hierarchy of products. a. In the Business Model and Mapping layer, right-click SupplierSales and select New Object > Dimension. The Dimension dialog box opens. b. In the Name field, enter ProductsDim. c. Click OK. The new dimension appears in the Business Model and Mapping layer. Note the three-arrow icon. 4. In this step, you add the parent level of the hierarchy. a. Right-click the ProductsDim dimension and select New Object > Logical Level. b. In the Name field, enter TotalProduct. c. Because this level represents the grand total for products, select the Grand total level check box. Note that when you do this, the Supports rollup to higher level of aggregation field is grayed out and protected. d. Note that the Number of elements at this level field has the value of 1. The TotalProduct level has only one element (the grand total). Therefore, 1 is the appropriate value for this level and cannot be changed. e. Click OK. The new level appears as a child of the ProductsDim dimension. 5. Add the child levels of the hierarchy. a. Right-click the TotalProduct level and select New Object > Child Level. b. In the Name field, enter Type. c. In the Number of elements at this level field, enter 22. Recall that this is the value you determined in an earlier step. This number does not have to be exact. The ratio from one level to the next is more important than the absolute number. These numbers only affect which aggregate source is used (optimization, not correctness of queries). d. Ensure that Supports rollup to higher level of aggregation is selected. This field is selected because if data is stored at the Type level, it can be aggregated to produce the total for its parent level without double counting or leaving anything out. There are some hierarchies where certain levels might not include all the elements of the dimension. e. Click OK. The Type level appears as a child of the TotalProduct level. f. Repeat the above steps to add further child levels: Name Number of elements at this level Subtype 159 Generic 186 Specific 192 g. Ensure that your results appear as follows: Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 123
6. In this step, you specify which columns from the logical dimension table are associated with which levels in the dimension hierarchy, starting from top to bottom. Here are some guidelines for associating columns with levels: Not all columns in the dimension table need to be associated explicitly with a level; the ones that are not will be associated with the lowest level implicitly. No columns can be associated with more than one level (although it may be part of the level key of a lower level). If a column pertains to more than one level, associate it with the highest level it belongs to. No level except the Grand Total level can exist without at least one column being associated with it. The Detail level (lowest level) must have the column that is the logical key of the dimension table associated with it and it must be the key for that level. a. In the Business Model and Mapping layer, expand the Products table, select the Type column, and drag it up to the Type level. b. Drag the logical column Type Code onto the Type level. Check your results:
c. Continue dragging logical columns from the Products table to the ProductsDim levels: Logical Column Level Subtype Subtype SubtypeCode Subtype Generic Generic Specific Specific ProductKey Specific Module 10: Creating Dimension Hierarchies and Level-Based Measures 124 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Check your results:
Any column not associated explicitly with a level is associated implicitly with the detail level. In this example, Package Weight and Supplier (among others) are by default associated with the Specific level. The logical dimension table key column, ProductKey in this example, must be associated explicitly with the lowest level. e. Double-click the Type column in the Products logical table. The Logical Column dialog box opens. f. Click the Levels tab. This tab identifies the dimensions and logical levels associated with this logical column. These values were set when you dragged the column onto the ProductsDim dimension hierarchy. g. Click the drop-down list for the Type logical level. Note that this is another method for associating logical columns with dimensions and logical levels. You use this method later in the next practice. Leave the logical level set to Type. h. Click Cancel to closes the Logical Column dialog box. 7. In this step, you specify the level keys for the Type level in the hierarchy. The level key defines the unique elements in each logical level. Each level key can consist of one or more columns at this level (or may include columns at a higher level). When you pick a column to represent a level key, you are saying that the values of all columns associated with the level are dependent on the value of the level key column. If you know the value of the level key column, you can determine the values of the other columns. a. In ProductsDim, double-click the Type level. The Logical Level properties dialog box opens. b. Click the Keys tab. c. Click the New button. The Logical Level Key dialog box opens. d. Select the Type check box. e. Ensure that the Use for drilldown check box is selected. (Use for drilldown is explained in the next step.) f. Click OK. The attribute displays a key icon. g. Click the New button again. h. Select the Type Code check box. i. Deselect the Use for drilldown check box. j. Click OK. k. Click OK. Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 125 l. Both level columns now display with key icons. 8. In this step, you set the level keys for the Subtype level using a different method. a. In ProductsDim, right-click the Subtype column (not the level) and select New Logical Level Key. b. Ensure that the Subtype check box is selected. c. Ensure that the Use for drilldown check box is selected. d. Click OK. e. Right-click the Subtype Code column and select New Logical Level Key. f. Ensure that the Subtype Code check box is selected. g. Deselect the Use for drilldown check box. h. Click OK. Subtype is selected for drilldown and Subtype Code is not. Later, when a user drills down in Answers or a dashboard, the default drill is to the level key that has Use for drilldown checked in the next lowest level. Based on this example, when a user drills down from the Type level (the next highest level), the default is to drill down to the Subtype column, not the Subtype Code column. 9. Continue specifying the following level keys for the remaining levels: Dimensional Level Key Use for drilldown Generic Generic Yes Specific Specific Yes Specific ProductKey No 10. Check your final results:
11. In this step, you use another method to create the customer dimension and levels. a. Right-click the Customers logical table and select Create Dimension. A new dimension called CustomersDim is created with two levels, Customers Total and Customers Detail. The Customers Detail level is populated with all columns from the Customers logical Module 10: Creating Dimension Hierarchies and Level-Based Measures 126 E Oracle BI Suite Enterprise Edition 10g Bootcamp dimension table.
b. Double-click the Customer Detail level, click the General tab, and note that the number of elements at this level is set to 136. The number was inherited automatically from Customer Key when the dimension hierarchy was created. c. Click OK to close the Logical Level dialog box. d. Right-click the Customer Detail level and select New Object > Parent Level. e. Name the parent level SalesRep, set the number of elements to 34, and click OK. f. Create a District level as a parent of SalesRep, set the number of elements to 12, and click OK. g. Create a Region level as a parent of District, set the number of elements to 3, and click OK. h. Double-click the Customers Total level, ensure that it is set as the grand total level and the number of elements is set to 1, and click OK. i. Check your work:
j. Add columns to the hierarchy by dragging columns from the Customers Detail level (not the Customers table) to the other CustomersDim hierarchy levels. This is a useful method when business models are large. It eliminates the need to scroll to locate columns. Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 127 Column Level Region Region District District Sales Rep SalesRep k. Create the following keys for each level. Level Key Use for drilldown Region Region Yes District District Yes SalesRep Sales Rep Yes Customers Detail Customer Yes l. In the Customers Detail level, deselect Use for drilldown for Customer Key (Customers Detail_Key). m. Check your work:
n. Check in changes. o. Click Yes to check consistency before creating more dimensions. If there are any errors or warnings, fix them before continuing. p. If there are no errors or warnings, close the Consistency Check Manager. q. Save the repository. 12. In this step, you can use either of the two methods described in the previous steps to create the Periods dimension. a. Create a dimension hierarchy called PeriodsDim based on the Periods logical dimension table. b. Create the levels within PeriodsDim: Name Grand Total Level Supports rollup to higher level of aggregation Number of elements at this level TotalPeriod Yes Protected 1 Module 10: Creating Dimension Hierarchies and Level-Based Measures 128 E Oracle BI Suite Enterprise Edition 10g Bootcamp Year No Yes 2 Quarter No Yes 6 Month No Yes 16 Day No Yes 474 13. There is no logical column you can associate with the Quarter level, so you need to create one and map it to the MONTH_IN_YEAR column with a formula using a CASE statement. a. Double-click the D1_CALENDAR2 logical source table for the Periods logical table. b. Click the Column Mapping tab. c. Click the New column button. d. Name the column Quarter and click OK. e. Make sure Show unmapped columns is selected. f. Open the Expression Builder for the Quarter column. g. Use fully qualified column names and build the following formula. Or, you can copy and paste this formula from the Quarter.txt file in D:\Labs.
CASE WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR" < 4 THEN 1 WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR" < 7 THEN 2 WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR" < 10 THEN 3 ELSE 4 END
h. Click OK to close the Expression Builder. The expression is displayed in the Expression field in the Logical Table Source dialog box. i. Click OK to close the Logical Table Source dialog box. 14. Add columns to the hierarchy by dragging columns to the PeriodsDim hierarchy levels: Logical Column Level Year Year Quarter Quarter Month Month MonthCode Month Month in Year Month Day Day Date Day 15. Create the keys for each child level in the PeriodsDim dimension. Note that additional configuration of the key for the Quarter level is completed in a subsequent step. Level Key Use for drilldown Year Year Yes Month Month Yes Month MonthCode No Quarter Quarter Yes Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 129 16. Set MonthCode as the primary level key for the Month level. a. Double-click the Month level. b. Click the Keys tab. c. In the Primary Key drop-down list, select MonthCode. d. Click OK. 17. Setting the key for Quarter involves an additional step. Quarters (1, 2, 3, 4) occur each year. However, these numbers do not uniquely identify a quarter, except when combined with Year. Therefore, you need to make Year part of the Quarter level. a. Double-click the Quarter level in PeriodsDim. b. Click the Keys tab. c. Select the Quarter key. d. Click the Edit button. e. Click the Add Button. f. In the Browse dialog box, expand the Periods logical table. g. Select Year and click OK. h. Click OK to close the Logical Level Key dialog box. i. Click OK to close the Logical Level dialog box. j. Check your work. It should look similar to the following screenshot. Your results may vary depending on which method you used to build the hierarchy.
k. Drag the Quarter logical column from the Periods logical table to the Periods presentation table in the SupplierSales presentation catalog to make it available for queries in Answers. 18. Check in changes. 19. Check consistency. 20. Fix any consistency errors or warnings before proceeding. If there are no errors or warnings, close the Consistency Check Manager. 21. Save the repository. 22. Open Answers and check your work: Module 10: Creating Dimension Hierarchies and Level-Based Measures 130 E Oracle BI Suite Enterprise Edition 10g Bootcamp a. Return to Answers. b. Reload server metadata. c. Create the following request:
d. Click Results. e. Drill down on 1998 and ensure that you can see dollars data by quarter. f. Drill down on any quarter and ensure that you can see dollars data by month. g. Drill down on any month and ensure that you can see dollars data by day. 23. Leave Answers open. 24. Leave the Administration Tool open for the next practice. Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 131 Practice 10-2: Creating Level-Based Measures Goal To create level-based measures Scenario Now that you have created dimension hierarchies with levels, you want to use them to implement level-based measures that calculate total dollars at various levels. Time 2025 minutes
Instructions 1. Return to the ABC repository, which should still be open in online mode. 2. In this step, you create new logical fact columns to represent the product level totals based on existing fact columns. a. In the Business Model and Mapping layer, right-click the SalesFacts table and select New Object > Logical Column. b. In the Name field, enter ProductTotalDollars. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder. e. In the Expression Builder, add Logical Tables > SalesFacts > Dollars to the expression. Recall that the Dollars column has a default aggregation rule of Sum. f. Click OK. g. Click the Levels tab. h. For the ProductsDim, select TotalProduct from the Level drop-down list to specify that this measure should be calculated at the grand total level in the product hierarchy. i. Click OK. Note that setting the level causes the measure to automatically appear in the ProductsDim dimension.
j. Repeat the steps to create a second level-based measure: Name Dimension Level ProductTypeDollars ProductsDim Type Module 10: Creating Dimension Hierarchies and Level-Based Measures 132 E Oracle BI Suite Enterprise Edition 10g Bootcamp k. Check your final results for the Product dimension:
3. Expose the new columns to users by dragging ProductTotalDollars and ProductTypeDollars from the SalesFacts logical table to the SalesFacts presentation table in the SupplierSales catalog in the Presentation layer. 4. Check in changes. 5. Check consistency. Fix any errors or warnings before proceeding. 6. If there are no errors or warnings, close the Consistency Check Manager. 7. Save the repository. 8. Test your results. a. Return to Answers b. Reload server metadata. c. Create the following request:
d. For the ProductTypeDollars column, click the Column Properties button, then click the Data Format tab, override the default data format, and set to Currency, $, Decimal Places = 2, Use 1000s Separator. Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 133 e. Click Save > as the system-wide default for SalesFacts.ProductTypeDollars.
f. Click Results. Note that ProductTypeDollars returns dollars grouped by Type when the query is at a different level than Type; Generic in this example.
g. Drill down on a value in the Generic column. Based on how you constructed the hierarchy in the business model, if you drill down on a value in the Generic column, Answers drills down Module 10: Creating Dimension Hierarchies and Level-Based Measures 134 E Oracle BI Suite Enterprise Edition 10g Bootcamp to the Specific column by default.
9. Leave Answers open. Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 135 Module 10: Creating Dimension Hierarchies and Level-Based Measures 136 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 10-3: Creating Share and Rank Measures Goals To create share and rank measures Scenario Now that you have created level-based measures, you use them to create a share measure for products. You also create a rank measure for dollars. Time 1530 minutes Instructions 1. Return to the ABC repository, which should still be open in online mode. 2. Create a new share measure referencing existing logical columns. a. In the Business Model and Mapping layer, right-click SalesFacts and select New Object > Logical Column. b. Name the logical column ProductShare. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder. e. In the left pane, select the Functions folder. f. In the middle pane, select Mathematic Functions. g. In the right pane, select Round. h. Click Insert. The function appears in the edit box. i. Click SourceNumber. j. Enter 100* followed by a space. k. Select Logical Tables > SalesFacts > Dollars. l. Click Insert. m. Using the toolbar, click the Division button. Another set of angle brackets appears, <<expr>>. n. Click <<expr>>. o. Select Logical Tables > SalesFacts > ProductTotalDollars. Recall that this is the total measure for the hierarchy. p. Double-click ProductTotalDollars or click Insert. q. Click between the last set of angle brackets, <<Digits>>, and enter 1. This represents the number of digits of precision with which to round the integer. r. Check your work:
This share measure will allow you to run a query in Answers to show how sales of a specific product compares to overall sales for all products. Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 137 s. Click OK to close the Expression Builder. t. Click OK to close the Logical Column properties dialog box. u. The ProductShare logical column is added to the business model. 3. Create a new rank measure referencing existing logical columns. a. In the Business Model and Mapping layer, right-click the SalesFacts table and select New Object > Logical Column. b. In the Name field, enter RankDollars. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder. e. Select Functions > Display Functions > Rank. f. Double-click Rank or click Insert. g. Click <<numExpr>>. h. Select Logical Tables > SalesFacts > Dollars. i. Click Insert.
j. Click OK to close the Expression Builder. k. Check your work:
l. Click OK to close the Logical Column dialog box. m. RankDollars is added to the business model. 4. Add the ProductShare and RankDollars measures to the Presentation layer by dragging them to the SalesFacts table in the SupplierSales catalog. 5. Check in changes. Module 10: Creating Dimension Hierarchies and Level-Based Measures 138 E Oracle BI Suite Enterprise Edition 10g Bootcamp 6. Check consistency. If there are errors or warnings, correct them before you proceed. 7. If there are no errors or warnings, close the Consistency Check Manager. 8. Save the repository. 9. Test your results. a. Return to Answers b. Reload server metadata. c. Create the following query:
d. For the RankDollars column, click the Order By button once to sort the results in ascending order. e. For the ProductShare column, click the Column Properties button, then the Data Format tab, override the default data format, and set to Percentage with Decimal Places = 2. f. Click Save > as the system-wide default for SalesFacts.ProductShare. g. Click the Results tab:
The results show total dollars for each product, the percent of total sales for each product, and how each product ranks in total sales. h. Create a similar query to view results for Products.Type, SalesFacts.Dollars, SalesFacts.Product Share, and SalesFacts.Rank Dollars.
Module 10: Creating Dimension Hierarchies and Level-Based Measures E Oracle BI Suite Enterprise Edition 10g Bootcamp 139 The results show total dollars for each product type, the percent of total sales for each product type, and how each product type ranks in total sales. 10. Leave Answers open. Module 10: Creating Dimension Hierarchies and Level-Based Measures 140 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 141 Practice 11-1: Using Aggregate Tables Goal To use aggregate tables to speed up processing Scenario ABC wants to add sources that contain precomputed aggregations. You need to specify the level of aggregation for each source using logical levels. The database administrator for ABC has already created the necessary aggregate tables: D1_SALESREPS contains one row for each sales representative, which can be considered an aggregation of the Customer dimension to the SalesRep level. MONTHS contains one row for each year and month combination, which can be considered an aggregation of the Period dimension to the Month level. D1_ORDER_AGG1 contains sales facts aggregated to the Sales Rep, Product Type, and Month levels. D1_PRODUCT_TYPE is already part of your model and contains one row for each product type, which can be considered an aggregation of the Product dimension to the Type level. Outcome In the Physical layer, there are new physical sources for the aggregate tables listed above. In the Logical layer, there are new logical table sources for Customers, Periods, and SalesFacts. Time 3035 minutes Instructions 1. Return to the Administration Tool and close the ABC repository, which should still be open in online mode. 2. Stop the Oracle BI Server service and open the ABC repository in offline mode. You return to the offline mode in this practice to import tables. 3. Import the physical aggregate tables from the ORCL database to the Physical layer of the repository. You are importing both aggregate fact and aggregate dimension tables because you need to create logical dimension sources at the same level of detail as the fact sources. a. Select File > Import > from database. b. Select the OCI 10g/11g connection type. c. In the TNS name field, enter ORCL. d. In the User name field, enter SUPPLIER2. e. In the Password field, enter SUPPLIER2. Module 11: Using Aggregates 142 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Click OK. The Import dialog box opens. This may take a few moments. g. Scroll to the SUPPLIER2 schema and expand it. h. Select the following tables for import: D1_ORDER_AGG1 D1_SALESREPS MONTHS i. Ensure that only Tables and Keys are selected and click Import to start the import process. j. When the import process is complete, close the Import dialog box. k. Ensure that the aggregate tables are added to the Physical layer of the repository.
4. Update row counts to check connectivity.
5. View the data in the aggregate tables. a. Right-click D1_ORDER_AGG1 and select View Data. D1_ORDER_AGG1 contains sales facts aggregated to the Sales Rep (REPKEY), Product Type (TYPEKEY), and Month (PERKEY) levels. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 143
b. Close the View Data window. c. Right-click D1_SALESREPS and select View Data. D1_SALESREPS contains one row for each sales representative, which is an aggregation of the Customer dimension to the SalesRep level.
d. View data for the MONTHS table. The MONTHS table contains one row for each year and month combination, which is an aggregation of the Period dimension to the Month level.
e. View data for the D1_PRODUCT_TYPE table. D1_PRODUCT_TYPE contains one row for each product type, which is an aggregation of the Product dimension to the Type level.
6. Create physical joins between the aggregate fact and aggregate dimension tables. Click Yes when prompted to create a matching table key. Module 11: Using Aggregates 144 E Oracle BI Suite Enterprise Edition 10g Bootcamp a. In the Physical layer, press and hold [Ctrl] and select the three tables you just imported plus the D1_PRODUCT_TYPE table, and click the Physical Diagram icon on the toolbar. b. Rearrange the tables to make them visible in the Physical Diagram. c. Use the New foreign key button and create the following joins: D1_SALESREPS.SALESREP = D1_ORDER_AGG1.REPKEY MONTHS.MONTHCODE = D1_ORDER_AGG1.PERKEY D1_PRODUCT_TYPE.TYPECODE = D1_ORDER_AGG1.TYPEKEY d. Check your work:
e. Close the Physical Diagram. 7. Create new logical sources within the current logical fact table that point to the aggregate tables. a. In the Physical layer, expand the D1_ORDER_AGG1 table. b. In the Business Model and Mapping layer, expand SalesFacts. c. Drag the columns ACTLEXTND, UNITSHPD, UNITORDD, and NETWGHTSHPD one at a time from D1_ORDER_AGG1 and drop each onto their corresponding SalesFacts logical columns: Dollars, Units Shipped, Units Ordered, and Net Weight Shipped. This creates a new D1_ORDER_AGG1 logical table source and corresponding column mappings. d. Expand the SalesFacts Sources folder. Note that there are two logical table sources: D1_ORDERS2 and D1_ORDER_AGG1. e. Double-click the D1_ORDER_AGG1 logical table source and click the Column Mapping tab to check your work:
Note that these four columns now map to both the D1_ORDERS2 table and the D1_ORDER_AGG1 table. In the next step, you configure the business model to choose the appropriate table to use during a query based on how content is specified in the Content tab. 8. Specify the aggregation content of the new table source for the SalesFacts table so that Oracle BI Server knows what level of data is stored in the aggregate tables. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 145 a. Click the Content tab. b. In the Aggregation content, group by field, ensure that the value is Logical Level. This is the default. c. Use the drop-down menus in the Logical Level field to specify the aggregation content as follows:
You are setting aggregation content for the fact table to the corresponding levels in the dimension hierarchies. In a subsequent step, you set similar levels for the dimension table aggregate sources. Later, when a user queries against a particular level, Oracle BI Server will know to access the aggregate tables instead of the detail tables. For example, if a user queries for total sales by month by Sales Rep, the server will access the D1_ORDER_AGG1 aggregate fact table and the corresponding aggregate dimension tables, MONTHS and D1_SALESREP. If a user queries for a level lower than the levels specified here, for example Day instead of Month, or Customer instead of Sales Rep, then the server will access the detail tables (D1_ORDERS2, D1_CALENDAR2, D1_CUSTOMER2). If a user queries for higher level (year instead of month or district instead of sales rep) the aggregate tables will be used as well, because whenever a query is run against a logical level or above, the aggregate tables are used. d. Click OK to close the Logical Table Source dialog box for D1_ORDER_AGG1. e. Specify the content for the remaining fact logical table source, D1_ORDERS2. You are doing this because it is good practice to set the levels for the detail source to the lowest levels in the hierarchies. This is because you want the server to access the detail tables when queries are against levels lower than those specified for the aggregate tables. It is also a good practice to specify the content of all sources for documentation purposes, as another administrator could interpret the lack of an aggregation content statement as an inadvertent omission of information.
Module 11: Using Aggregates 146 E Oracle BI Suite Enterprise Edition 10g Bootcamp Note that the name of the detail level for CustomersDim may be different from the screenshot, depending on which method you used to create the CustomersDim hierarchy in the previous set of practices. f. The Administration Tool can also validate the levels of the fact table sources. Change the CustomersDim logical level to Region and select More > check levels. The dialog box shows the recommended levels and the current level.
g. Click the Set button to set the level to the recommended level. You may need to scroll to the right to see the Set button. h. Close the Results dialog box. i. Click OK to close the Logical Table Source dialog box. 9. Create a new source within the Periods logical table that points to the MONTHS aggregate table. a. In the Physical layer, expand the MONTHS table. b. In the Business Model and Mapping layer, expand Periods. c. Drag the MONTH_IN_YEAR, MONTHCODE, MONTHNAME, QUARTER, and YEAR columns from the MONTHS aggregate table onto the corresponding Periods logical columns to create the mappings and the new source (drag MONTHNAME to MONTH). Click the Column Mapping tab for the MONTHS logical table source to check your work:
10. Specify the aggregation content for the new MONTHS logical table source for the Periods table so that Oracle BI Server knows what level of data is stored in the aggregate table. Recall that the MONTHS table contains data at the Month level within the Period dimension hierarchy. a. Select the Content tab in the MONTHS logical table source. b. In the Aggregation content, group by field, ensure that the value is Logical Level. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 147 c. Use the drop-down menu in the Logical Level field to specify the aggregation content as follows:
d. Click OK. e. Specify the content for the remaining fact logical table source, D1_CALENDAR2. Again, it is best practice to set the levels for the detail source to the lowest in the hierarchies.
f. Click OK to close the Logical Table Source dialog box. 11. Apply a similar process to create a new source within the Customers logical table that points to the D1_SALESREPS aggregate table. Your results should resemble the following screenshot:
12. Apply a similar process as above to specify the aggregation content for the logical table sources for the Customers table so that Oracle BI Server knows what level of data is stored in the aggregate table. Recall that the D1_SALESREPS table contains data at the SalesRep level within the Customer hierarchy. D1_CUSTOMER2 should be set to the lowest level in the hierarchy. Your results should resemble the screenshots. Again, the name of the detail level for CustomersDim may be different from the screenshot, depending on which method you used to create the CustomersDim hierarchy in the previous set of practices. Module 11: Using Aggregates 148 E Oracle BI Suite Enterprise Edition 10g Bootcamp
13. Apply a similar process to set the aggregation content for the logical table sources for the Products table. Use the screenshots as a guide.
14. Save the repository. 15. Check global consistency. Fix any errors or warnings before you continue. 16. If there are no errors or warnings, close the Consistency Check Manager. 17. Close the repository. Leave the Administration Tool open.
Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 149 18. Why dont you need to change the Presentation layer?
19. Test your results. a. Start the Oracle BI Server service. b. Return to Answers and reload server metadata. c. Query for Customers.Sales Rep and SalesFacts.Dollars and click the Results tab.
20. Select Settings > Administration > Manage Sessions > View Log to inspect the query log. 21. Ensure that the query uses the D1_ORDER_AGG1 aggregate fact table and the related D1_SALESREPS aggregate dimension table.
22. Experiment with using Sales District in the query. a. Return to Answers and run a query for Customers.Sales District and SalesFacts.Dollars.
Module 11: Using Aggregates 150 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Open the log file and inspect the query.
c. Note that the query still uses the same aggregate tables. Why is this?
23. Experiment with using Customer in the query. a. Return to Answers and run a query for Customers.Customer and SalesFacts.Dollars.
b. Open the log file and inspect the query.
c. Note that the detail fact table, D1_ORDERS2, and the detail dimension table, D1_CUSTOMER2, are accessed instead of the aggregate tables. Why is this?
Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 151 Solutions 11-1: Using Aggregate Tables Answers 18. Why dont you need to change the Presentation layer? You made changes in the business model that impact how the queries are processed and which sources are accessed. The user interface remains the same, so there is no need to change the Presentation layer. It will automatically use the new sources. 22.c. Note that the query still uses the same aggregate tables. Why is this? Sales District is at a higher level than Sales Rep; therefore, the aggregate tables can still be used. 23.c. Note that the detail fact table, D1_ORDERS2, and the detail dimension table, D1_CUSTOMER2, are accessed instead of the aggregate tables. Why is this? The data requested is at a lower level than what is contained in the aggregate tables; therefore, the aggregate tables do not contain the data and the detail tables must be used.
Module 11: Using Aggregates 152 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 11-2: Using the Aggregate Persistence Wizard Goal To use the Aggregate Persistence Wizard to automate the creation of aggregate tables and their corresponding objects in the repository Scenario The traditional process for creating aggregates for Oracle BI Server queries is manual, requiring the writing of DDL and DML scripts to create tables in the databases involved. Additionally, these aggregated tables need to be mapped into the repository metadata to be available for queries. This is a time consuming and, possibly, an error prone process. The Aggregate Persistence Wizard allows an administrator to automate the creation of aggregate tables and their corresponding objects in the repository. Recall that your repository contains an aggregate table called D1_ORDER_AGG1, which contains sales fact data aggregated at the month, sales representative, and product type levels, and corresponding dimension aggregate tables for product type, sales rep, and months. In this practice, you use the Aggregate Persistence Wizard to create similar aggregate tables and the corresponding metadata. Time 2030 minutes Instructions 1. In this step, you use the Aggregate Persistence Wizard to build a script that is used to create aggregate tables and the corresponding metadata. a. Return to the Administration Tool and open the ABC repository in online mode. b. Select Tools > Utilities > Aggregate Persistence Wizard and click Execute. c. Click Browse. The Repository directory opens by default. d. In the File Name field, enter CREATE_AGG and ensure that the sql file type is selected. This specifies the file where the output script is saved. This file stores the aggregate specifications and is updated if more aggregates are specified. e. Click Open. f. Click Next. g. In the top pane, select the SupplierSales business model. When there are multiple business models only one business model can be selected. h. In the bottom pane expand the SalesFacts fact table. When there are multiple fact tables, only one fact table can be selected. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 153 i. Select the Dollars, Units Shipped, Units Ordered, and Net Weight Shipped measures.
j. Click Next. k. Select the following levels. Leave the Use Surrogate Key? field check box deselected. ProductsDim: Type PeriodsDim: Month CustomersDim: SalesRep
l. Click Next. m. In the top pane, select the ORCL database. n. In the second pane, expand ORCL and select the SUPPLIER2 schema. The SUPPLIERCP connection pool is selected by default. Module 11: Using Aggregates 154 E Oracle BI Suite Enterprise Edition 10g Bootcamp o. In the Aggregate table name field, accept the default name ag_SalesFacts for the aggregate table name.
p. Click Next. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 155 q. Review the aggregate definition. The screen displays the logical SQL that generates the aggregate tables based on the parameters defined in the previous steps.
r. Select I am done. s. Click Next. The Complete Aggregate Script dialog box appears confirming that the script has been generated and stored in the location identified in an earlier step. t. Click Finish. u. Navigate to D:\OracleBI\server\Repository and ensure that the CREATE_AGG.sql script file was generated. 2. Examine the aggregate parameters in the NQSConfig.ini file. a. Navigate to D:\OracleBI\server\Config and open NQSConfig.ini. b. In the General section, note the setting for AGGREGATE_PREFIX. This is the prefix that is added automatically to the names of the dimension (level) aggregates when they are generated by the script. c. Close NQSConfig.ini without making any changes. 3. Set a password for the Administrator user. You do this because you need to provide a password to run a batch file in the next step. a. Select Manage > Security. b. Select User in the left pane. c. Double-click Administrator in the right pane to open the User dialog box. Module 11: Using Aggregates 156 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Enter Administrator in the Password and Confirm Password fields. e. Click OK. f. Select Action > Close to close the Security Manager. g. Check in changes. h. Save the repository. i. Close the repository. Leave the Administration Tool open. 4. Create and run a batch file to drive the aggregate creation process. a. Open Notepad and create the following create_agg batch file:
The file has the following format: nqcmd Oracle BI Server command utility -d Oracle BI Server data source name -u repository username -p repository password -s path to the create aggregate SQL script b. Save the file as D:\OracleBI\server\Repository\create_agg.bat. c. Close the file. d. Ensure that the Oracle BI Server service is started. Oracle BI Server must be running to create the aggregates. e. Open the command prompt. f. In the command prompt window, navigate to D:\OracleBI\server\Repository and run create_agg.bat. g. Ensure that you receive the message Statement execute succeeded. h. Close the command prompt window. 5. Ensure that the aggregates are created in the Physical layer of the repository. a. Open the ABC repository in online mode as Administrator with Administrator as the password. b. In the Physical layer, ensure that the aggregates were created in the SUPPLIER2 schema. There should be one new ag_SalesFacts aggregate and three new dimension aggregates in the Physical layer. Your results should resemble the screenshot. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 157
c. Update row counts for the new aggregates to check connectivity. Confirm that you see the following row counts: ag_SalesFacts: 10,212 rows SA_Month: 16 rows SA_SalesRe: 34 rows SA_Type: 21 rows d. Double-click ag_SalesFacts, click the Foreign Keys tab, and ensure that joins are created between ag_SalesFacts and the new dimension aggregates. e. Double-click the foreign keys to view the join relationships in the Physical Foreign Key dialog box. f. Click Cancel to close the Physical Foreign Key dialog box. g. Click Cancel to close the Physical Table - ag_SalesFacts dialog box. 6. Ensure that the aggregates are created in the Business Model and Mapping layer of the repository. a. In the Business Model and Mapping layer, open the Sources folder for the SalesFacts, Customers, Periods, and Products logical tables and ensure that new logical table sources are created for the aggregates. b. In the Sources folder for the SalesFacts logical table, double-click the ag_SalesFacts logical table source. c. Click the General tab and ensure that the ag_SalesFacts logical table source maps to the ag_SalesFacts physical table. d. Click the Column Mapping tab and ensure that the Dollars, Units Ordered, Units Shipped, and Net Weight Shipped logical columns map to the corresponding physical columns in the ag_SalesFacts physical table. Module 11: Using Aggregates 158 E Oracle BI Suite Enterprise Edition 10g Bootcamp e. Click the Content tab and ensure that the logical levels are set correctly.
f. Click Cancel to close the ag_SalesFacts Logical Table Source dialog box. g. Check in changes. h. Check global consistency. Fix any errors or warnings before you continue. i. If there are no errors or warnings, close the Consistency Check Manager. j. Save the repository. 7. Ensure that the aggregates are created in the database. a. Open Internet Explorer and enter the following URL to open the Oracle Enterprise Manager: http://<machine name>:1158/em. b. Enter SUPPLIER2 as the username and password, and log in. c. Click the Administration link. d. Click the Tables link. e. Ensure that SUPPLIER2 is entered as the schema name, and click Go. f. Ensure that the four new aggregate tables are created in the SUPPLIER2 schema. g. Log out of Oracle Enterprise Manager. 8. Deactivate the D1_ORDER_AGG1 logical table source. a. Double-click the D1_ORDER_AGG1 logical table source in SalesFacts > Sources. b. Click the General tab. c. Deselect Active. d. Click OK to close the Logical Table Source dialog box. e. Repeat the steps and deactivate the D1_SALESREPS and MONTHS logical table sources for the Customers and Periods logical tables, respectively. You are deactivating these logical table sources so you can ensure that the aggregate tables you just created are accessed when you run a query in Answers in the next step. f. Check in changes. g. Check global consistency. Fix any errors or warnings before you proceed. h. Close the Consistency Check Manager. i. Save the repository. 9. Use Answers to test your work. a. Return to Answers and log out. b. Log back in as Administrator with Administrator as the password. Module 11: Using Aggregates E Oracle BI Suite Enterprise Edition 10g Bootcamp 159 c. Reload server metadata. d. Create and run the following query:
10. Inspect the query log and ensure that the query used the ag_SalesFacts aggregate table and the related SalesRep dimension aggregate. Your file should resemble the screenshot.
11. Reverse some of your changes to the repository for the remaining lessons. This practice illustrated how Aggregate Persistence Wizard can be used to create aggregate tables. The tables that were created with the wizard are not used in the remaining lessons in this course. In this step, you deactivate the new aggregate tables and reactivate the original aggregate tables. a. Return to the ABC repository open in online mode. b. In the Business Model and Mapping layer, expand the Sources folder for the SalesFacts logical table. c. Double-click the D1_ORDER_AGG1 logical table source. d. Click the General tab and click Active. e. Click OK to close the logical table source dialog box. f. Repeat the steps and activate the D1_SALESREPS and MONTHS logical table sources. g. Return to the Sources folder for the SalesFacts logical table and double-click the ag_SalesFacts logical table source. h. Click the General tab and deselect Active to deactivate the ag_SalesFacts logical table source.
i. Click OK to close the logical table source dialog box. Module 11: Using Aggregates 160 E Oracle BI Suite Enterprise Edition 10g Bootcamp j. Use similar steps to deactivate the corresponding dimension logical table sources beginning with SA_ for Customers, Periods, and Products. Only Products is shown in the screenshot.
k. Check in changes. l. Check global consistency. Fix any errors or warnings before you proceed. m. Close the Consistency Check Manager. n. Save the repository. o. Leave the Administration Tool open. Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 161 Practice 12-1: Modeling a Value-Based Partition Goal To model a value-based partition Scenario ABC wants to implement separate partitions for customer data. One partition will store data for customers AM, the other will store data for customers NZ. Outcome In the Physical layer, there are new physical sources: custAtoM and custNtoZ. In the Logical layer, the logical sources for the Customers logical table are changed. Time 1520 minutes Instructions 1. Examine customer data results. You use this information to compare results later in this practice. a. Return to Answers. If necessary, log in as Administrator with Administrator as the password. b. Reload server metadata. c. Create and run a request for Customers.Customer. d. Record the name of the first customer in the list:
e. Click the last record button to move to the end of the list. f. Record the total number of customers in the list:
2. Use the Direct Database Request feature to create new partitioned customer tables. a. Click Settings > Administration to open the Oracle BI Presentation Services Administration window. b. Click Manage Privileges to open the Privilege Administration screen. c. Scroll to the Answers section. Note that the Edit Direct Database Requests privilege is granted to Presentation Server Administrators. By default, the Administrator user is a member of this group. d. Note also that the Execute Direct Database Requests privilege is not granted to anyone (not permitted). e. Click (not permitted) for the Execute Direct Database Requests privilege to open the Change Privilege Permissions screen. Module 12: Using Partitions and Fragments 162 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Click the Add link next to the Presentation Server Administrators group to give this group explicit access to this privilege.
g. Click Finished to close the Change Privilege Permissions window. Note the change to the privilege permissions for Execute Direct Database Requests. Presentation Server Administrators can now execute direct database requests. h. Click Finished to close the Privilege Administration window. i. Click Close Window to close the Oracle BI Presentation Services Administration window. j. Click the Answers link to return to the Answers start page. k. Click the Create Direct Request link. l. In the Connection Pool field, enter SUPPLIER CP. This is the connection pool name for the ORCL data source. m. Enter the following SQL in the SQL Statement field: CREATE TABLE D1_custAtoM AS SELECT * FROM D1_CUSTOMER2 WHERE Name < 'N' n. Click Results. You should see a No Results message. o. Click the Criteria tab. p. Remove the CREATE TABLE SQL from the SQL Statement field. q. Enter the following SQL in the SQL Statement field: SELECT COUNT(*) FROM D1_custAtoM r. Click Validate SQL and Retrieve Columns. s. Click Results. You should see COUNT(*) = 94. t. Click the Criteria tab. u. Remove the SELECT COUNT(*) SQL statement from the SQL Statement field. v. Enter the following SQL in the SQL Statement field: CREATE TABLE D1_custNtoZ AS SELECT * FROM D1_CUSTOMER2 WHERE Name >= 'N' w. Click Results. You should see a No Results message. x. Click the Criteria tab. y. Remove the CREATE TABLE SQL from the SQL Statement field.
Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 163 z. Enter the following SQL in the SQL Statement field: SELECT COUNT(*) FROM D1_custNtoZ aa. Click Validate SQL and Retrieve Columns. bb. Click Results. You should see COUNT(*) = 42. 3. Return to the ABC repository, which should still be open in online mode. 4. Import the new partitioned sources D1_CUSTATOM and D1_CUSTNTOZ into the Physical layer. a. Select File > Import > from Database. b. Select the OCI 10g/11g connection type. c. In the TNS Name field, enter ORCL. d. In the User Name field, enter SUPPLIER2. e. In the Password field, enter SUPPLIER2. f. Click OK. g. In the Import dialog box, expand the SUPPLIER2 schema. h. Press and hold [Ctrl] and select the D1_CUSTATOM and the D1_CUSTNTOZ tables. i. Click Import. j. When the import process completes, close the Import dialog box. k. Ensure that the two new tables are visible in the Physical layer. l. Check in changes. m. Update row counts for the two new tables to ensure connectivity. CUSTATOM: 94 CUSTNTOZ: 42 5. Use the Physical Diagram and New foreign key button to create the following physical joins from the new customer tables to the D1_ORDERS2 table. Create matching keys when prompted. D1_CUSTATOM.NEWKEY = D1_ORDERS2.CUSTKEY D1_CUSTNTOZ.NEWKEY = D1_ORDERS2.CUSTKEY 6. Add the new sources and change the business model to use the new partitions instead of the original source. a. From the Physical layer, drag D1_CUSTATOM to Customers in the Business Model and Mapping layer. b. Delete the following new logical columns since they are duplicates and not needed: NEWKEY, NAME, ZIP_CODE, SALESREP, and ROUTECODE. c. Double-click D1_CUSTATOM in the Sources folder and click the Content tab. d. Click the ellipsis button to open the Fragmentation Content expression builder. e. Select Logical Tables > Customers, and then double-click Customer. The expression is added to the expression builder. Module 12: Using Partitions and Fragments 164 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Click < and enter N.
g. Click OK to close the Expression Builder. h. Select This source should be combined with others at this level. i. Click the Column Mapping tab, make sure both mapped and unmapped columns are shown, and map the logical columns to physical columns. Use the screenshot as a guide.
j. Click OK to close the Logical Table Source dialog box. k. From the Physical layer, drag D1_CUSTNTOZ to Customers in the Business Model and Mapping layer. l. Delete the following logical columns because they are duplicates and not needed: NEWKEY, NAME, ZIP_CODE, SALESREP, and ROUTECODE (the last five columns). m. Double-click D1_CUSTNTOZ in the Sources folder and click the Content tab.
Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 165 n. Click the ellipsis button to open the Fragmentation Content expression builder. o. Select Logical Tables > Customers, and then double-click Customer. p. Click >= and enter N. q. Click OK. r. Select This source should be combined with others at this level. s. Click the Column Mapping tab and modify the mappings as follows:
t. Click OK. u. Deactivate the original source by double-clicking D1_CUSTOMER2, clicking the General tab, and deselecting the Active flag. v. Click OK. w. Note that you did not have to change the Presentation layer. 7. Check in changes. 8. Check consistency. Fix errors or warnings, if any, before you proceed. 9. If there are no errors or warnings, close the Consistency Check Manager. 10. Save the repository. 11. Test your results. a. Return to Answers. b. Reload server metadata. c. Build a request for Customers.Customer and click the Results tab. d. Click the All Pages button to see all records. e. Compare your results to those in step 1. There should not be any difference. The query returns 134 customer records.
Module 12: Using Partitions and Fragments 166 E Oracle BI Suite Enterprise Edition 10g Bootcamp 12. Ensure that the query being issued accesses your new tables. a. Open the query log. b. Ensure that it references your new tables. Both partition tables are used because you deactivated the detail source table, D1_CUSTOMER2, and did not apply a filter to Customer in the query. Note that a separate select statement is sent to each table and Oracle BI Server performs a UNION ALL to combine the results.
c. Close the log file. 13. Execute a new query for names greater than or equal to N. a. Return to Answers and add a filter to Customer to show names greater than or equal to N. b. Add SalesFacts.Dollars and run the query. c. Ensure that your result displays only names starting with N and above.
d. Open the query log and ensure that the query being issued accesses the correct partition, D1_CUSTNTOZ, for the Customer data.
e. Close the log file.
Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 167 14. Further test that your results are correct for names less than N. a. Return to Answers and edit the filter to show names less than N. b. Run the query. c. Ensure that your result displays only names less than N.
d. Open the query log and ensure that the query being issued accesses the correct partition, D1_CUSTATOM, for the Customer data.
e. Close the log file. Module 12: Using Partitions and Fragments 168 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 169 Solutions 12-1: Modeling a Value-Based Partition Answers 1.d. Record the name of the first customer in the list: 2 nd & Goal Sports Cafe 1.f. Record the total number of customers in the list: 134
Module 12: Using Partitions and Fragments 170 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 12-2: Modeling a Fact-Based Partition Goals To incorporate quotas in the business model and create new business measures using a fact-based partition Scenario ABC sets sales quotas for its sales organization. These quotas are set at the region level by quarter. In addition, each of the region sales quotas is broken down by product type. Quota numbers are stored in an Excel workbook. The workbook, quota.xls, is stored on your machine. You incorporate the quota numbers in the business model and create business measures to report variance from quota and percent of quota. Time 1015 minutes Instructions 1. Create an ODBC data source for an Excel spreadsheet. a. Double-click Data Sources (ODBC) on your desktop to open the ODBC Data Source Administrator. b. Click the System DSN tab. c. Click Add. d. Select the Microsoft Excel Driver and click Finish. e. Enter xls_quota as the data source name. f. Click Select Workbook. g. Navigate to D:\Labs and select the quota.xls workbook. h. Click OK. i. Click OK to close the ODBC Microsoft Excel Setup dialog box. j. Click OK to close the ODBC Data Source Administrator. 2. Import the xls_quota data source into the ABC repository. a. Return to the ABC repository, which should still be open in online mode. b. Select File > Import > from Database. c. Select the xls_quota data source, and enter Administrator as the username; no password is needed. d. Click OK. The Import dialog box opens. e. Expand D:\Labs\quota. f. Select and import the following tables: Item Types Quarters Regions regiontypequota Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 171 g. Close the Import dialog box. 3. Because Excel has limited data types, check or change the data types to conform to existing data types for the relevant fields. Expand the physical tables and double-click the physical columns to open the properties dialog box. ItemType: VARCHAR 20 Quarter: DOUBLE YR: DOUBLE Region CHAR 16 Dollars: DOUBLE 4. Specify joins and keys. a. For each table, double-click the table, click the Keys tab, and use the New button to specify the table keys as follows:
b. Use the Physical Table Diagram to specify the following foreign key joins: ItemTypes.ItemType = regiontypequota.ItemType Regions.Region = regiontypequota.Region Quarters.YR = regiontypequota.YR AND Quarters."Quarter" = regiontypequota."Quarter"
Hint: Press and hold [Ctrl] and create the multicolumn join for the Quarters columns or enter the join expression in the Expression edit field: Module 12: Using Partitions and Fragments 172 E Oracle BI Suite Enterprise Edition 10g Bootcamp
c. Check your work:
d. Close the Physical Diagram. 5. Create a new measure for quotas. a. Create a new logical column in the SalesFacts table and name it Quota. b. Set the aggregation rule to SUM. 6. Create a new logical table source for SalesFacts by dragging the Dollars physical column from the regiontypequota physical table onto the Quota logical column that was just created. This automatically creates a new regiontypequota logical table source. Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 173 7. Specify the content for the new regiontypequota logical table source on the Content tab of the Logical Table Source properties dialog box:
8. Create new logical table sources for the dimension tables. a. Drag the YR physical column from the Quarters physical table onto the Year logical column in the Periods logical table. This automatically creates a new Quarters logical table source for the Periods logical table. b. Repeat the steps for the following columns: Physical Table.Column Logical Table.Column Quarters.Quarter into Periods.Quarter Regions.Region into Customers.Region ItemTypes.ItemType into Products.Type
This automatically creates a Regions logical table source for the Customers logical table and an ItemTypes logical table source for the Products logical table. 9. Specify the content level for the Quarters, Regions, and ItemTypes logical table sources. Use the screenshots as a guide.
Module 12: Using Partitions and Fragments 174 E Oracle BI Suite Enterprise Edition 10g Bootcamp
It is best practice to set the aggregation level of these dimension sources. You specify the content of a dimension table source in terms of the hierarchy of that dimension only. The content of a fact table source is specified in terms of the content of all dimensions. 10. Drag the Quota logical column into the SalesFacts presentation table. 11. Check in changes. 12. Check consistency. If you get a warning that the features in database xls_quota do not match the defaults, you can ignore the warning for the purposes of this practice. If you want to prevent the warning message from appearing, click Options > Warnings > Database, and disable Check Features Match Default. Fix any other errors or warnings before you proceed. 13. Close the Consistency Check Manager. 14. Save the repository and leave it open for the next practice. Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 175 Practice 12-3: Using the Calculation Wizard to Create Derived Measures
Goals To utilize the Administration Tool Calculation Wizard to create derived measures Scenario Use the Calculation Wizard to create two derived measures: Variance from Quota and Percent of Quota. Time 510 minutes Instructions 1. In this step, you use the Calculation Wizard to create two new measures. a. Right-click the Dollars logical column and select Calculation Wizard. The Calculation Wizard opens. b. Click Next. The Calculation Wizard Choose Columns dialog box opens. c. Click SalesFacts. d. In the right pane, select the Quota check box. e. Click Next. f. Ensure that the Change check box is checked in the Generate Calculations section and enter Variance from Quota in the Calculation Name field to change the name of this calculation. g. Deselect the Percent Change calculation check box. h. Select the Percent check box, and rename the measure Percent of Quota. The Calculation Wizard writes the correct formula for each measure, handling the cases of NULL and zero values according to the default. Module 12: Using Partitions and Fragments 176 E Oracle BI Suite Enterprise Edition 10g Bootcamp
i. Click Next. Objects that have to be checked out are displayed. j. Click Next. The new calculations that the wizard will create are displayed. k. Click Finish to close the Calculation Wizard. The new measures are added to the business model. l. Drag the new measures to the Sales Facts presentation table in the Presentation layer. 2. Check in changes. 3. Check consistency. Fix any errors or warnings before you proceed. 4. Close the Consistency Check Manager. 5. Save and close the repository. 6. Return to Answers, reload server metadata, and run the following query and filter:
Module 12: Using Partitions and Fragments E Oracle BI Suite Enterprise Edition 10g Bootcamp 177 7. Check your results. In the screenshot, the columns have been formatted.
8. Check the query log. The log shows that a single logical query generated two physical queries. Oracle BI Server automatically joined the two result sets on the basis of common values in the logical dimension columns. The join of two results sets from two different sources is always a full outer join. Mapping two sources to the same logical columns (as you did for region, year, quarter, and type) was all that was necessary to cause this join to happen.
9. Close the query log. Module 12: Using Partitions and Fragments 178 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 13: Using Repository Variables E Oracle BI Suite Enterprise Edition 10g Bootcamp 179 Practice 13-1: Creating Dynamic Repository Variables Goal To create and use dynamic repository variables Scenario ABC has implemented separate partitions for customer data. However, when the partitions get reloaded, 50% of the data is loaded into the first partition and 50% of the data into the second partition. You create an initialization block and a dynamic repository variable, and then use the variable to determine how the data is split between the partitions. Outcome A new initialization block called CustomerDataSplit is created with the EndPartOne variable. In the Business Model and Mapping layer, sources for the Customers logical table are modified. Time 1015 minutes Instructions 1. Open the ABC repository in online mode. 2. In this step, you create an initialization block. Initialization blocks contain SQL statements that initialize variables. The variables are repository variables and their values persist until the initialization block resets them the next time it runs. Repository initialization blocks execute whenever Oracle BI Server starts up and thereafter according to any schedule that is applied. a. Select Manage > Variables. b. Select Action > New > Repository> Initialization Block. c. Name the block CustomerDataSplit. d. Click Edit Data Source. e. Click the Browse button. f. Select the SUPPLIER CP connection pool object. g. Click the Select button. The connection pool is added to the Repository Variable Init Block Data Source dialog box. Module 13: Using Repository Variables 180 E Oracle BI Suite Enterprise Edition 10g Bootcamp h. Enter the following SQL in the Default Initialization String field to capture the first letter of the maximum customer name in the D1_CUSTATOM table: SELECT SUBSTR(MAX(UPPER(NAME)),1,1) AS EXPR1 FROM SUPPLIER2.D1_CUSTATOM
i. Click OK to close the dialog box. 3. Create the variables. a. Click Edit Data Target. b. Click the New button. c. In the Name field, enter EndPartOne. Module 13: Using Repository Variables E Oracle BI Suite Enterprise Edition 10g Bootcamp 181 d. Enter A in the Default Initializer section:
e. Click OK to close the Dynamic Repository Variable dialog box. f. Click OK to close the Repository Variable Init Block Variable Target dialog box. g. Click Edit Data Source. h. Click Test to test the variable and check your results:
i. Click Close. j. Click OK to close the Repository Variable Init Block Variable Target dialog box. k. Click OK to close the Repository Variable Init Block dialog box. The initialization block and dynamic repository variable are visible in the Variable Manager.
l. Select Action > Close to close the Variable Manager. 4. Use the variable to dynamically determine the content in the customer sources. a. In the SupplierSales business model, expand Customers and then Sources. b. Double-click D1_CUSTOMER2. Module 13: Using Repository Variables 182 E Oracle BI Suite Enterprise Edition 10g Bootcamp c. Click the General tab and ensure that the source is inactive (Active is not selected.). d. Click OK. e. Double-click D1_CUSTATOM. f. Click the General tab. g. In the Name field, enter CustPartOne. h. Ensure that Active is selected. i. Click the Content tab. j. Open the Expression Builder by clicking the ellipsis button next to the Fragmentation content field. k. Remove < N from the expression. l. Click the <= button. m. Select Repository Variables in the left pane and double-click EndPartOne in the middle pane to change the expression to use the variable. n. Click OK. o. Check your result:
p. Ensure that the This source should be combined with other sources at this level check box is selected. q. Click OK. r. Double-click D1_CUSTNTOZ. s. Click the General tab. t. In the Name field, enter CustPartTwo. u. Ensure that Active is selected. v. Click the Content tab. w. Open the Expression Builder. x. Remove >= N from the expression. Module 13: Using Repository Variables E Oracle BI Suite Enterprise Edition 10g Bootcamp 183 y. Click the > button. z. Select Repository Variables in the left pane and double-click EndPartOne in the middle pane to change the expression to use the variable. aa. Click OK. bb. Check your result:
cc. Ensure that the This source should be combined with other sources at this level check box is selected. dd. Click OK. ee. The two sources with content expressions based on the repository variables are renamed in the Sources folder:
5. Check in changes. 6. Check consistency. Fix errors or warning messages, if any, before you proceed. 7. Close the Consistency Check Manager. 8. Save and close the repository. 9. Test your results. a. Restart the Oracle BI Server service. Module 13: Using Repository Variables 184 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Navigate to D:\OracleBI\server\log and open NQQuery.log. c. Scroll to the end of the file to locate the query issued by the initialization block:
d. Close the log file. e. Return to Answers. f. Reload server metadata. g. Use the SupplierSales subject area and create a request with Customers.Customer. h. Add a filter for customer names less than B:
i. Run the query and ensure that your results display names starting less than B:
j. Select Settings > Administration > Manage Sessions > View Log to open the query log. k. Ensure that the D1_CUSTATOM table is being used:
l. Close the log file. 10. Further test your results. a. Return to Answers and change the filter to provide names greater than X. Module 13: Using Repository Variables E Oracle BI Suite Enterprise Edition 10g Bootcamp 185 b. Run the query and check the results:
c. Ensure that the SQL in the log file references the D1_CUSTNTOZ table:
d. Close the log file. 11. In the remaining practices you do not use separate partitions for customer data. In this step, you activate the D1_CUSTOMER2 logical data source for the Customers table and deactivate the two partitioned data sources. a. Open the ABC repository in online mode. b. In the SupplierSales business model, expand the Customers table and the Sources folder. c. Double-click the D1_CUSTOMER2 logical table source. d. Click the General tab, select the Active check box, and click OK. e. Double-click the CustPartOne logical table source. f. Click the General tab, deselect the Active check box, and click OK. g. Double-click the CustPartTwo logical table source. h. Click the General tab, deselect the Active check box, and click OK. i. Check your results:
12. Check in changes. 13. Check consistency. Fix any errors or warnings before continuing. 14. Save the repository. 15. Leave the repository open for the next practice. Module 13: Using Repository Variables 186 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 13-2: Using Dynamic Repository Variables as Filters Goal To create and use dynamic repository variables as filters Scenario Rather than creating hard-coded column filters like Year = 1999 in Answers requests, ABC wants to use variables that always return the current year, current month, and current day. You create these dynamic repository variables and then use them in column filters in Oracle BI Answers. Outcome New initialization block, Current Periods, and three new dynamic repository variablesCurrentYear, CurrentMonth, and CurrentDayare created. Time 1015 minutes Instructions 1. In this step, you create a new initialization block. This initialization block will initialize three variables called CurrentYear, CurrentMonth, and CurrentDay. The variables will get their values from the initialization block SQL according to the schedule you set. In this example, the system determines the value of the current day by finding the maximum value of the period key (YYYMMDD) in the D1_ORDERS2 table and then determining the month code and year that correspond to that value in the D1_CALENDAR2 table. a. Select Manage > Variables. b. Select Action > New > Repository > Initialization Block. c. Name the block CurrentPeriods. d. Click Edit Data Source. e. Click the Browse button. f. Double-click the SUPPLIER CP connection pool object to select it. Module 13: Using Repository Variables E Oracle BI Suite Enterprise Edition 10g Bootcamp 187 g. Enter the following SQL in the block to determine the value of the current day by finding the maximum value of the period key (YYYMMDD): SELECT YYYYMMDD, MONTHCODE, YEAR FROM SUPPLIER2.D1_CALENDAR2 WHERE YYYYMMDD = (SELECT MAX(PERIODKEY) FROM SUPPLIER2.D1_ORDERS2)
h. Click OK to close the Repository Variable Init Block Data Source dialog box. 2. Create the variables. a. Click the Edit Data Target. b. Create three new variables: CurrentDay, CurrentMonth, CurrentYear. The order is important. The value that comes back from the first column in the initialization block SQL, YYYYMMDD, is assigned to the CurrentDay variable. The value of the second column, MONTHCODE, is assigned to CurrentMonth (the second variable), and the value of the third column, YEAR, is assigned to CurrentYear (the third variable). If necessary, use the Up and Down buttons to arrange the variables.
c. Click OK to close the Repository Variable Init Block Variable Target dialog box. d. Leave the default refresh interval set to every hour. This means that the variables will be reinitialized every hour. e. Click Edit Data Source. Module 13: Using Repository Variables 188 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Click the Test button and check the results:
In this example, the results are determined by the data in the SUPPLIER2 database used for this course, which holds data only through the year 1999. g. Click Close to close the Results window. h. Click OK to close the Repository Variable Init Block Data Source dialog box. i. Click OK to close the Repository Variable Init Block dialog box. j. Check your work in the Variable Manager:
k. Close the Variable Manager. l. Check in changes. m. Save the repository. 3. Test your work. a. Return to Answers. b. Reload server metadata. c. Create the following request:
d. Click the Add Filter button for the Year column. The Create/Edit Filter dialog box opens. e. Select Add > Variable > Repository. f. In the Server Variable field, enter CurrentYear to add a filter for the Year column using the CurrentYear repository variable.
g. Click OK. Module 13: Using Repository Variables E Oracle BI Suite Enterprise Edition 10g Bootcamp 189 h. Click Results and ensure that only data for the current year (1999 based on this data set) is returned.
i. Check the query log. Note that the logical request filters for the variable (you may need to scroll to the right):
j. Close the log file. Module 13: Using Repository Variables 190 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 14: Modeling Time Series Data E Oracle BI Suite Enterprise Edition 10g Bootcamp 191 Practice 14-1: Creating Time Series Comparison Measures Goal To create Month time comparison measures using the Ago and ToDate functions Scenario You use the Oracle BI Ago and ToDate functions to create new measures and calculations to enable users to compare dollar performance from a month back and calculate the dollar change, the percentage of dollar change, and the to-date dollar change. You then add the new measures to the presentation catalog and test the comparison measures using Answers. Outcome In the Presentation layer, Month Ago Dollars, Change Month Ago Dollars, Percent Change Month Ago Dollars, Month To Date Dollars columns are added to the SalesFacts table. New time comparison measures are tested using Oracle BI Answers. Time 15 minutes Background The ability to compare business performance with previous time periods is fundamental to understanding a business. Yet, as Ralph Kimball states, SQL was not designed to make straightforward comparisons over time: The most difficult area of data warehousing is the translation of simple business analyses into SQL. SQL was not designed with business reports in mind. SQL was really an interim language designed to allow relational table semantics to be expressed in a convenient and accessible form, and to enable researchers and early developers to proceed with building the first relational systems in the mid-1970s. How else can you explain the fact that there is no direct way in SQL to compare this year to last year? Ralph Kimball Instructions 1. Return to the ABC repository open in online mode. 2. In the SupplierSales business model, identify the PeriodsDim dimension as a time dimension. a. In the SupplierSales business model, double-click PeriodsDim. b. Select the Time Dimension check box. c. Click OK to close the Dimension dialog box. Module 14: Modeling Time Series Data 192 E Oracle BI Suite Enterprise Edition 10g Bootcamp 3. Identify level keys as chronological keys. a. Expand PeriodsDim and double-click the Month level. b. Click the Keys tab. c. Select the Chronological Key check box for MonthCode. d. Click OK to close the dialog box. 4. Create a measure that calculates dollars for the previous month. a. Right-click SalesFact and select New Object > Logical Column. b. Name the column Month Ago Dollars. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder. e. Select Functions > Time Series Functions > Ago. f. Click Insert to add the Ago function to the Expression Builder. g. Click <<Measure>> in the expression. h. Select Logical Tables > Sales Facts and then double-click Dollars to add it to the expression. i. Click <<Level>> in the expression. j. Select Time Dimensions > PeriodsDim and then double-click Month to add it to the expression. k. Click <<Number of Periods>> and enter 1. The Ago function calculates the Dollars value one month before the current month. l. Click OK to close the Expression Builder. m. Check your work:
n. Click OK to close the Logical Column dialog box. o. Drag the Month Ago Dollars logical column to the SalesFacts presentation folder. 5. Create a measure that calculates the difference in dollars between the current month and the previous month. a. Right-click SalesFact and select New Object > Logical Column. b. Name the new logical column Change Month Ago Dollars. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder. Module 14: Modeling Time Series Data E Oracle BI Suite Enterprise Edition 10g Bootcamp 193 e. Select Logical Tables > Sales Facts and then double-click Dollars to add it to the expression. f. Insert a minus sign. g. Select Logical Tables > Sales Facts and then double-click Month Ago Dollars. h. Click OK to close the Expression Builder. i. Check your work:
j. Click OK to close the Logical Column dialog box. k. Drag the Change Month Ago Dollars logical column to the SalesFacts presentation folder. 6. Create a measure that calculates the percentage change in dollars between the current month and the previous month. a. Right-click SalesFact and select New Object > Logical Column. b. Name the new logical column Percent Change Month Ago Dollars. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder and create the following expression:
100 * (SupplierSales.SalesFacts.Dollars - SupplierSales.SalesFacts."Month Ago Dollars") / "SupplierSales"."SalesFacts"."Month Ago Dollars"
e. Click OK to close the Expression Builder. Module 14: Modeling Time Series Data 194 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Check your work:
g. Click OK to close the Logical Column dialog box. h. Drag the Percent Change Month Ago Dollars logical column to the SalesFacts presentation folder. 7. Create a measure that calculates a running sum of dollars over the past year on a monthly basis. a. Right-click SalesFacts and select New Object > Logical Column. b. Name the new logical column Year To Date Dollars. c. Select the Use existing logical columns as the source check box. d. Open the Expression Builder. e. Select Functions > Time Series Functions and double-click ToDate to insert the expression. f. Click <<Measure>>. g. Select Logical Tables > Sales Facts and then double-click Dollars. h. Click <<Level>>. i. Select Time Dimensions > PeriodsDim and the double-click Year. j. Click OK to close the Expression Builder. k. Check your work:
Module 14: Modeling Time Series Data E Oracle BI Suite Enterprise Edition 10g Bootcamp 195 l. Click OK to close the Logical Column dialog box. m. Drag the Year To Date Dollars logical column to the SalesFacts presentation folder. 8. Set the sort order column for the Month logical column. a. Expand the Periods logical table. b. Double-click Month to open the logical column dialog box. c. Click the Set button. d. Select MonthCode and click OK. The Month column is now automatically sorted by MonthCode whenever it is used in an Answers query. You check this later in this practice. e. Click OK to close the logical column dialog box. 9. Check in changes. 10. Check consistency. Fix errors or warnings, if any, before you proceed. 11. Close the Consistency Check Manager. 12. Save and the repository. 13. Check your work in Answers. a. Return to Answers. b. Reload server metadata. c. Create the following query and filter:
Note: Press and hold [Ctrl] and add the Year filter or remove Year from the query criteria after the filter is set. d. Click Results.
Module 14: Modeling Time Series Data 196 E Oracle BI Suite Enterprise Edition 10g Bootcamp e. Note that Month is sorted automatically based on the MonthCode sort order column you set in the repository. Lesson 15: Localizing Oracle BI Metadata E Oracle BI Suite Enterprise Edition 10g Bootcamp 197 Practice 15-1: Localizing Repository Metadata Goal To localize Oracle BI repository metadata Scenario The Externalize Strings repository utility has been run to export Presentation layer object strings to a table in comma-separated format. The table has been updated to include translated strings. You import the table, create an initialization block to populate translation session variables, modify My Account localization preferences, and check the results in Answers and NQQuery.log. Time 1520 minutes Instructions 1. Create an ODBC data source for an Excel spreadsheet with language translations. The Externalize Strings utility has already been run to export presentation layer object strings to the spreadsheet. Rows with corresponding translations have been added to the spreadsheet. a. Select Start > Programs > Administrative Tools > Data Sources (ODBC). b. Click the System DSN tab. c. Click Add. d. Select Microsoft Excel Driver (*.xls) and click Finish. e. Enter TRANSLATIONS as the data source name. f. Click Select Workbook. g. Navigate to D:\Labs, select the TRANSLATIONS spreadsheet, and click OK. h. Click OK. i. Click OK to close the ODBC Data Source Administrator. 2. Import the TRANSLATIONS table into the Physical layer. a. Return to the ABC repository, which should still be open in online mode. b. Select File > Import > from Database. c. In the Select ODBC Data Source dialog box, ensure that the ODBC 3.5 data source connection type is selected. d. Select the TRANSLATIONS data source and click OK. e. Ensure that Tables is selected, and click Import. f. When import completes, click Close. g. Check in changes. h. Save the repository. i. Update row counts for the TRANLSATIONS table. You should see 40 rows. 20 rows are the English objects and 20 rows are the French translations. j. View data for the TRANSLATIONS table. The table contains three required columns. LANG_ID identifies the language for each row. In this example, there are rows for English Lesson 15: Localizing Oracle BI Metadata 198 E Oracle BI Suite Enterprise Edition 10g Bootcamp (en) and French (fr). MSG_NUM (message number) identifies the metadata display variable to translate. Each message number corresponds to a metadata object display variable in the repository. MSG_TEXT contains the language-specific text for each row. Note that there is a row for English and another for French. k. Check in changes. l. Save the repository. 3. Create the external metadata strings initialization block. This initialization block populates the MSG_NUM and MSG_TEXT variables with values from the TRANSLATIONS table, matching the WEBLANGUAGE session variable to the LANG_ID stored in the table. a. Select Manage > Variables. b. Select Action > New > Session > Initialization Block. c. Name the initialization block TRANSLATIONS. d. Click Edit Data Source. e. In the Default Initialization String field, enter the following SELECT statement: SELECT MSG_NUM, MSG_TEXT FROM TRANSLATIONS WHERE VALUEOF(NQ_SESSION.WEBLANGUAGE) = LANG_ID f. Click Browse to select the connection pool. g. In the left pane, expand TRANSLATIONS and double-click Connection Pool to select it. TRANSLATIONS.Connection Pool is displayed in the Connection Pool field in the Session Variable Initialization Block Data Source dialog box. h. Click Test. You should receive an Empty result set message. i. Why are no records returned?
j. Click OK to close the message. k. Click Close. l. Click OK to close the Session Variable Initialization Block Data Source dialog box. m. Click Edit Data Target. n. Select the Row-wise Initialization check box to enable it. o. Click OK. p. Click OK to close the Session Variable Initialization Block dialog box. q. Select Action > Close to close the Variable Manager. r. Check in changes. s. Save the repository. 4. Externalize the metadata names and descriptions for the SupplierSales presentation catalog. This enables repository object names and descriptions to be read from the MSG_NUM and MSG_TEXT session variables that are populated by the initialization block. a. In the Presentation layer, right-click the SupplierSales presentation catalog and select Externalize Display Names.
Lesson 15: Localizing Oracle BI Metadata E Oracle BI Suite Enterprise Edition 10g Bootcamp 199 Note: Externalize Display Names may already have a gray check mark next to it. This is an effect of the scripted installation process, and does not affect the application. Once you have chosen Externalize Display Names, ensure that the check mark is black. b. Right-click the SupplierSales Presentation folder and select Externalize Descriptions. Note: Externalize Descriptions may already have a gray check mark next to it. This is an effect of the scripted installation process, and does not affect the application. Once you have chosen Externalize Descriptions, ensure that the check mark is black. c. Check in the changes. d. Check consistency. e. Save the repository. 5. Log in to Oracle BI Presentation Services as Administrator in the English language and check the effect of your configuration in Oracle BI Answers. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. On the Login screen, enter Administrator with password Administrator. c. Ensure that English is selected in the Select a Language field. d. Click Log In. e. Click Answers. f. Note the description for the SupplierSales subject area: This is the description for SupplierSales. g. Click SupplierSales. h. Place the cursor over the Customers table to display the description: Customers: This is the description for Customers. i. Click Settings > My Account at the top of the screen. j. Set Locale (location) to franais France. The User Interface Language field automatically updates to franais. k. Click Finished. l. Click the Refresh button in the Web Browser. Note: You may be asked to log back in to the application. Click Log In to reenter the application. m. Note that the SupplierSales object names and descriptions now display the French translations. n. Select Parametres > Mon compte at the top of the screen and change your account information back to English United States. o. Click Fin at the upper right corner. p. Refresh the browser to check the change. q. Navigate to D:\OracleBI\server\log and open the NQQuery.log file. Lesson 15: Localizing Oracle BI Metadata 200 E Oracle BI Suite Enterprise Edition 10g Bootcamp r. Scroll to the bottom of the file and ensure that the TRANSLATIONS initialization block issued a SQL query:
s. Close NQQuery.log. t. Leave Answers and the Administration Tool open for the next practice. Lesson 15: Localizing Oracle BI Metadata E Oracle BI Suite Enterprise Edition 10g Bootcamp 201 Solutions 14-1: Localizing Repository Metadata Answers 3.i. Why are no records returned? No records are returned because we are comparing the transformed LANG_ID to a session variable. Without logging in to Oracle BI Presentation Services there is no session variable for comparison. Lesson 15: Localizing Oracle BI Metadata 202 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 16: Setting an Implicit Fact Column E Oracle BI Suite Enterprise Edition 10g Bootcamp 203 Practice 16-1: Setting an Implicit Fact Column Goals To set an implicit fact column for a presentation catalog Scenario ABC tracks both product sales and product return information. ABC wants to ensure that dimension-only queries with columns from more than one dimension return the expected results. To ensure the expected results, you test different implicit fact column settings for the SupplierSales presentation catalog. Time 1015 minutes Instructions 1. If the Administration Tool is still open, close the Administration Tool. 2. Stop the Oracle BI Server service. 3. Copy the repository for this practice to the appropriate directory. a. Navigate to d:\labs\BI_BLD_Repositories_Solutions. b. Copy the ABC_After15_LocalizingData.rpd file. c. Paste the file in D:\OracleBI\server\Repository. d. Delete the existing ABC.rpd file. e. Rename the file ABC_After15_LocalizingData.rpd to ABC.rpd. 4. Start the Oracle BI Server service. 5. Start the Administration Tool and open the ABC repository in online mode as Administrator with Administrator as the password. 6. Set an implicit fact column for the SupplierSales presentation catalog to point to a measure in the Returns fact table. a. In the Presentation layer, right-click SupplierSales and select Properties. b. Click the General tab. c. In the Implicit Fact Column section, click Set. d. Expand Returns, select the # of Returns column and click OK. e. Click OK to close the Presentation Catalog dialog box. f. Check in changes. g. Check global consistency. h. Save the repository. 7. Test the Returns implicit fact column. Module 16: Setting an Implicit Fact Column 204 E Oracle BI Suite Enterprise Edition 10g Bootcamp a. If necessary, start Answers and log in as Administrator with Administrator password. b. Select the SupplierSales subject area. c. Reload server metadata. d. Create the following dimension-only query: Customers.Customer, Products.Generic with Customer filter set to Rib Pit. e. Click Results and verify that 9 rows are returned. f. Select Settings > Administration > Manage Sessions. g. View the log for the request. h. Verify that the RETURNS implicit fact column and D1_RETURNS fact table are included in the query, although the column is not visible in the query results in Answers. (The screenshot shows only partial results):
i. Close the Session Monitor. j. Click Finished in the Session Management window. k. Click Close Window in the Oracle BI Presentation Services Administration window. l. Log out of Answers. 8. Set an implicit fact column for the SupplierSales presentation catalog to point to a measure in the SalesFacts fact table. a. Return to the ABC repository, which should still be open in online mode. b. In the Presentation layer, right-click SupplierSales and select Properties. c. In the Implicit Fact Column section, click Clear. d. In the Implicit Fact Column section, click Set. e. Expand SalesFacts, select the Dollars column and click OK. f. Click OK to close the Presentation Catalog dialog box. g. Check in changes. h. Check global consistency. i. Save the repository. 9. Test the Dollars implicit fact column. a. Log in to Answers as Administrator with Administrator password. b. Select the SupplierSales subject area. c. Reload server metadata. d. Create the following query: Customers.Customer, Products.Generic with Customer filter set to Rib Pit. e. Click Results and ensure that 139 rows are returned. Hint: Click the All Pages button to see the total number of rows returned. Module 16: Setting an Implicit Fact Column E Oracle BI Suite Enterprise Edition 10g Bootcamp 205 f. Select Settings > Administration > Manage Sessions. g. View the log for the request. h. Verify that the Dollars implicit fact column (ACTLEXTND) and the D1_ORDERS2 fact table are included in the query, although the column is not visible in the query results in Answers.
i. Close the Session Monitor. j. Click Finished in the Session Management window. k. Click Close Window in the Oracle BI Presentation Services Administration window. l. Log out of Answers. 10. Clear the implicit fact column for the SupplierSales presentation catalog. a. Return to the ABC repository, which should still be open in online mode. b. In the Presentation layer, right-click SupplierSales and select Properties. c. In the Implicit Fact Column section, click Clear. d. Click OK to close the Presentation Catalog dialog box. e. Check in changes. f. Check global consistency. g. Save the repository. 11. Test with no implicit fact column defined. a. Log in to Answers as Administrator with Administrator password. b. Select the SupplierSales subject area. c. Reload server metadata. d. Create the following query: Customers.Customer, Products.Generic with Customer filter set to Rib Pit. e. Click Results and ensure that 9 rows are returned. f. Select Settings > Administration > Manage Sessions. g. View the log for the request.
h. Verify that no implicit fact column is included in the SELECT statement. i. Why is the D1_RETURNS table included in the query?
Module 16: Setting an Implicit Fact Column 206 E Oracle BI Suite Enterprise Edition 10g Bootcamp
j. Close the Session Monitor. k. Click Finished in the Session Management window. l. Click Close Window in the Oracle BI Presentation Services Administration window. m. Log out of Answers. Module 16: Setting an Implicit Fact Column E Oracle BI Suite Enterprise Edition 10g Bootcamp 207 Solutions 16-1: Setting an Implicit Fact Column Answers 11.i. Why is the D1_RETURNS table included in the query? No implicit fact column is set for the SupplierSales subject area, so for a dimension-only query the Oracle BI Server returns data based on the most economical path, which, in this case, is through the fact table with the least amount of rows. Module 16: Setting an Implicit Fact Column 208 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 209 Practice 17-1: Creating Users and Groups Goal To set up user access so that Oracle BI Server can authenticate users and assign them appropriate permissions Scenario You can maintain a list of users, their passwords, and groups in the Oracle BI repository. When using Oracle BI security, which is the default, Oracle BI Server authenticates users against this list. In this practice, you create new users and groups using the Oracle BI Administration Tool. After you have created these users, you assign them to the appropriate group. Time 1015 minutes
Instructions
1. Create the user Sara Wright. a. Return to the ABC repository, which should still be open in online mode. b. Select Manage > Security to open the Security Manager. c. Select Users in the left pane. d. Right-click in the white space of the right pane and select New User. e. Create the user with the following information: User name SWRIGHT Full Name Sara Wright Password <Blank> Logging level 2 Note that setting the logging level to 2 ensures that query activity by this user is recorded in the query log. f. Click OK to close the User window. 2. Repeat this process and create the following users: User Name Full Name Logging Level PSMITH Paul Smith 0 RMIND Rob Mind 0 JCRAFT Jen Craft 0 MWEST Mary West 2 JMEYER Jacob Meyer 2 Module 17: Security 210 E Oracle BI Suite Enterprise Edition 10g Bootcamp 3. In the Security Manager window, ensure that your results resemble the following:
4. Create the SalesManagers group and add Sara Wright and Paul Smith to this group. A group is a set of permissions. When a user belongs to a group, the user inherits the permissions of the group. Groups can belong to other groups and, therefore, inherit the permissions of other groups. a. In the left pane of the Security Manager, select Groups. b. Right-click in the right pane and select New Security Group. c. Enter SalesManagers in the Name field and click the Add button. d. Press and hold [Ctrl] and select SWRIGHT and PSMITH. e. Click OK. SWRIGHT and PSMITH are now part of the SalesManagers group. f. Click OK to close the Group dialog box. 5. Repeat this process and create the following groups and assign users to the groups: Group Name Add User SalesUsers RMIND, JCRAFT SalesHR JMEYER 6. Assign MWEST to the Administrators group. When a repository is created, an Administrator user and an Administrators group are automatically created. The Administrator user automatically belongs to the Administrators group. The Administrator user cannot be deleted or removed from the Administrators group. Additional users can be added to the Administrators group. All members of the Administrators group can fully administer a repository. a. Double-click Administrators. b. Add MWEST. c. Click OK to close the Group dialog box. d. At this point, the group and the user structure resemble the following: SalesManagers Group SalesUsers Group SalesHR Group Administrators Group SWRIGHT RMIND JMEYER Administrator PSMITH JCRAFT MWEST 7. Select Action > Close to close Security Manager. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 211 8. In this step, you set repository object permissions for a user, Jacob Meyer. Jacob Meyer should not be given access to the SupplierSales presentation catalog. Use the Administration Tool to explicitly prohibit Meyers access to this object. a. In the Presentation layer, double-click SupplierSales. b. Click the General tab. c. Click the Permissions button. d. Note that by default Everyone has read permission for this object. e. Click Show all users/groups. f. Select the JMEYER check box twice. The red X indicates that Meyer does not have access to the SupplierSales presentation catalog.
g. Do the remaining users have read access?
h. Why or why not?
i. Click OK to close the Permissions dialog box. j. Click OK to close the Presentation Catalog dialog box. 9. Check in changes. 10. Check consistency. Fix any errors or warnings before you proceed. 11. Save the repository. 12. With your changes now saved, log in as the new users and examine the impact of the permissions that you set. a. Return to Answers, log out, and then log back in as MWEST; no password is needed. Module 17: Security 212 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Click the Dashboards link and make sure you can see Welcome, Mary West! to ensure that you are logged in as Mary. c. Click the Answers link. d. What subject areas are available to Mary?
e. Click the SupplierSales link and note that Mary has access to the same objects as the Administrator user: Customers, Periods, Products, Facts, SalesFacts, and so on. f. Click Log Out in the upper-right corner. g. Click the here link to log back in. h. Log in as JMEYER; no password is needed. i. Does the SupplierSales subject area display?
j. Why is this?
k. Log out of Oracle BI Presentation Services. 13. In this step, you explore how to change the default permission setting for the Everyone user in the Oracle BI Server NQSConfig.ini file. a. Navigate to D:\OracleBI\server\Config and open the NQSConfig.ini file. b. Scroll to the SECURITY section. c. Note that DEFAULT_PRIVILEGES is set to READ.
d. Close the NQSConfig.ini file without making any changes. This default permission could be set to READ or NONE. When the default is set to NONE and a new object is created, the permission for Everyone looks like this:
Oracle recommends that the default permission be set to READ, so you retain DEFAULT_PRIVILEGES set to READ. If you change the default for DEFAULT_PRIVILEGES, it only impacts new objects after the NQSConfig.ini file is saved and Oracle BI Server is restarted. The status of permission for Everyone in the existing objects is not affected. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 213 Solutions 17-1: Creating Users and Groups Answers 8.g. Do the remaining users have read access? Yes 8.h. Why or why not? The check box for Everyone is selected. By default, all users and groups are members of the Everyone group. Because the Everyone group check box is selected, all members inherit this permission, unless the member is explicitly denied access. 12.d. What subject areas are available to Mary? SupplierSales, SupplierSalesDM, Inventory 12.i. Does the SupplierSales subject area display? No 12.j. Why is this? The SupplierSales subject area does not appear because you explicitly denied read access to JMEYER.
Module 17: Security 214 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 17-2: Setting Permissions for Users and Groups Goal To set up security access so that Oracle BI Server can authenticate groups and assign appropriate permissions to group members Scenario You first modify explicit permissions for Jacob Meyer. You then modify the permission of the group that Jacob Meyer is a member of and examine the effect this has on Jacob Meyer. Lastly, you add Jacob Meyer to another group and examine how this affects his access. Time 1015 minutes Instructions 1. In this step, you modify user and group permissions for the SupplierSales presentation catalog. a. Return to the ABC repository open in online mode, double-click the SupplierSales presentation catalog, and click the Permissions button. b. Select Show all users/groups. c. Define permissions so that JMEYER is deselected and the SalesHR group is explicitly denied access to the SupplierSales presentation catalog. Your results should resemble the following:
d. Now that you have removed JMEYERs explicit access restrictions from the SupplierSales presentation catalog, is he able to execute query requests against it in Answers? Explain.
Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 215 e. Select the SalesManagers group check box to explicitly give it Read permission for the SupplierSales presentation catalog.
f. Click OK to close the Permissions dialog box. g. Click OK to close the Presentation Catalog dialog box. 2. Add the SalesHR group to the SalesManagers group. a. Open the Security Manager. b. Select Groups and double-click SalesManagers. c. Click the Add button. d. Select the SalesHR group and click OK. The SalesHR group now belongs to the SalesManagers group. e. Click OK to close the Group dialog box. At this point, the group and user structure is as follows: SalesManagers Group SWRIGHT
PSMITH SalesHR Group JMEYER
SalesUsers Group RMIND JCRAFT
Administrators Group Administrator MWEST
f. Close the Security Manager. 3. Check in changes. For the purposes of this practice it is not necessary to run a consistency check. 4. Save the repository. 5. With the changes you have made so far, will JMEYER be able to access the SupplierSales presentation catalog?
6. Check your answer. a. Log in to Oracle BI as Administrator with password Administrator. b. Click Reload Server Metadata. Only users who are assigned this privilege have the ability to reload server metadata. This link is not visible to other users. c. Click Log Out. d. Log back in as JMEYER with no password. Module 17: Security 216 E Oracle BI Suite Enterprise Edition 10g Bootcamp e. Does JMEYER have access to the SupplierSales subject area now?
f. Why or why not?
g. Log out of Oracle BI. 7. Return to the Administration Tool and modify the permissions so that JMEYER also belongs to the SalesManagers group. a. Open the Security Manager and double-click the SalesManagers group. b. Click the Add button. c. Select JMEYER and click OK. Meyer now belongs to both SalesHR and SalesManagers groups. The group and user structure resembles the following: SalesManagers Group SWRIGHT
PSMITH JMEYER SalesHR Group JMEYER
SalesUsers Group RMIND JCRAFT
Administrators Group Administrator MWEST
d. Click OK to close the Group dialog box. e. Close the Security Manager. 8. Check in changes and save the repository. 9. Log in to Oracle BI as Administrator and reload the server metadata. 10. Check Meyers access to the SupplierSales subject area. a. Log out and log back in as JMEYER. b. Does JMEYER have access to the SupplierSales subject area now?
c. Why or why not?
11. Log out of Oracle BI. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 217 Solutions 17-2: Setting Permissions for Users and Groups Answers 1.d. Now that you have removed JMEYERs explicit access restrictions from the SupplierSales presentation catalog, is he able to execute query requests against it in Answers? Explain. No, JMEYER is a member of the SalesHR group, which was explicitly denied access. 5. With the changes you have made so far, will JMEYER be able to access the SupplierSales data? No 6.e. Does JMEYER have access to the SupplierSales subject area now? No 6.f. Why or why not? JMEYER is a member of the SalesHR group, which was explicitly denied access. If a user is a direct member of a group, the permissions granted or denied to that group take precedence over permissions granted or denied through other groups. 10.b. Does JMEYER have access to the SupplierSales subject area now? Yes 10.c. Why or why not? JMEYER is a member of the SalesHR and SalesManagers groups. Because these groups have conflicting permissions, the user is granted the least restrictive permissions of the two groups. Module 17: Security 218 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 17-3: Authenticating Users Using an External Database Goal To authenticate users using an external database Scenario You can choose to maintain lists of users and their passwords in an external database rather than in the repository. An external database table consisting of user login information has been provided so that you can import this information into the repository and use it to authenticate users during login. The table contains a list of users, their logins and passwords, and the group they belong to. Optionally, the table can also contain the logging level for each user, Web interface information, and the names of specific database catalogs or schemas to use for each user when querying data. After this information has successfully been imported, you need to create an initialization block that retrieves this data. Outcome External database of login information used for authenticating users Time 1520 minutes Instructions 1. Attempt to log in to Oracle BI as AJOHNSON, with password aj. Click No if prompted to remember password. You receive a message that an invalid username or password was entered. At the end of this practice, you should be able to log in as AJOHNSON. 2. Return to the ABC repository open in online mode. 3. Import the SECURITYTABLE table into Physical layer. a. Select File > Import > from Database. b. Select the OCI 10g/11g connection type. c. In the TNS name field, enter ORCL. d. In the User name field, enter SUPPLIER2. e. In the Password field, enter SUPPLIER2. f. Click OK. The Import dialog box opens. This may take a few moments. g. Expand the SUPPLIER2 schema and click SECURITYTABLE. h. Click Import. i. When import completes, close the Import dialog box. j. Ensure that SECURITYTABLE is added to SUPPLIER2 in the Physical layer. k. Check in changes. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 219 l. Right-click SECURITYTABLE and select View Data to see the data stored in the table:
Note that each user listed in this table is a member of the SalesRep group, except for Alan Ziff, who belongs to the Sales Admin group, and User Two, who belongs to the users2 group. Using a table of users in an external database allows you to maintain a single list of users for multiple repositories. Although the groups must be entered into the Administration Tool manually, it is easier to set up 100 groups than it is to set up 50,000 separate users. m. Close the View Data window. 4. Create an initialization block. This initialization block will populate session variables with data values returned by querying the database each time a user logs in. a. Select Manage > Variables. b. In the left pane, select Session > Initialization Blocks. c. In the right pane, right-click and select New Initialization Block. d. In the Name field, enter Security. e. Click Edit Data Source. f. In the Default Initialization string field, create an initialization string that populates group, username, password, and log level variables. You define the variables in a later step. The values returned by the database are assigned to the variables you define. These variables are used to authenticate a user during login. Enter the following into the Initialization string field:
select GRP, SALESREP, USERNAME, 2 from SECURITYTABLE where USERNAME = :USER and PWD = :PASSWORD
The SQL contains two constraints in the WHERE clause. :USER (note the colon) passes the users login ID and :PASSWORD (note the colon) passes the password the user enters. The query returns data only if the login ID and password match values found in the table in the FROM clause, SECURITYTABLE in this example. If this query returns data, the user is Module 17: Security 220 E Oracle BI Suite Enterprise Edition 10g Bootcamp authenticated and the session variables are populated.
g. Click Browse. h. Double-click the SUPPLIER CP connection pool to select it. i. Click OK to close the Session Variable Initialization Block Data Source dialog box. j. Ensure that your initialization block looks like this:
5. Create the variables. Because you requested data for four variables in the string, you need to define each variable. The variables are GROUP, DISPLAYNAME, USER, and LOGLEVEL. a. Click Edit Data Target. b. Click New. c. Enter GROUP in the Name field. d. Click OK. e. Click Yes to acknowledge that this variable has a special purpose. f. Repeat the process for the remaining three variables. The order of the variables is important. You must list variables in the same order as the columns in the SQL statement. In this example, the value in the GRP column is assigned to the GROUP variable, the value in the SALESREP column is assigned to the DISPLAYNAME variable, USERNAME is assigned to the USER variable, and the LOGLEVEL variable is given the value of 2. g. Check your work:
h. Click OK to close the Session Variable Initialization Block Variable Target dialog box. i. Click OK to close the Session Variable Initialization Block dialog box. j. Close the Security Manager. 6. Check in changes. 7. Save the repository. 8. Check your work. a. Return to Oracle BI and log in as AJOHNSON with password aj. b. Click the Dashboards link. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 221 c. Ensure that the greeting Welcome, ANN JOHNSON! appears to the left of the Dashboards link. This confirms that the external database table was used to authenticate a user during login. d. Log out of Oracle BI. Module 17: Security 222 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 17-4: Authenticating Users with Database Authentication Goals To authenticate users using database authentication Scenario As an additional option, Oracle BI Server can authenticate users through database login names. Oracle BI Server trusts a user with Read permission on a specified database. To authenticate users with this method, you have to maintain a list of users in the repository. So for large deployments, this is not a good option. Time 1520 minutes Instructions 1. Return to the ABC repository open in online mode. 2. Create a new database in the Physical layer. a. Right-click inside the Physical layer and select New Database. The Database dialog box opens. b. Name the database Authenticate. c. Set the Database to Oracle 10gR1. d. Click the Connection Pools tab. e. Click Add. f. Name the Connection Pool Authenticate CP. g. Ensure that the call interface is set to Default (OCI 10g/11g). h. Enter :USER in the User name field. i. Enter :PASSWORD in the Password field. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 223 j. Enter ORCL in the Data Source Name field.
k. Click OK to close the Connection Pool dialog box. l. Enter :PASSWORD to confirm the password and click OK. m. Click OK to close the Database dialog box. n. Ensure that the Authenticate database is added to the Physical layer. 3. Add a database user to the repository. a. Select Manage > Security. b. Click Users in the left pane. c. Right-click in the right pane and select New User. d. Enter SH in the User name field. This is a user in the ORCL database. e. Leave the Password field blank. f. Click OK to close the User dialog box. g. Close the Security Manager. 4. Check in changes. 5. Save the repository. The changes do not require a consistency check. Module 17: Security 224 E Oracle BI Suite Enterprise Edition 10g Bootcamp 6. Close the repository. 7. Unlock the user in the ORCL database and enter a password. a. Open Internet Explorer. b. In the Address field, enter http://<machine name>:1158/em to open Enterprise Manager. c. Log in as SUPPLIER2 with password SUPPLIER2. d. Click the Administration link. e. Scroll down and click the Users link (on the left, under Users and Privileges). f. Click the SH link. The View User: SH window opens. g. Click Edit. h. In the Enter Password field, enter SH. i. In the Confirm Password field, enter SH. j. For Status, select the Unlocked check box. k. Click Apply. l. You should receive an update message that user SH has been modified successfully.
m. Log out of Oracle Enterprise Manager. 8. Edit the security section of the NQSConfig.ini file. a. Navigate to D:\OracleBI\server\Config. b. Open NQSConfig.ini. c. Scroll to the SECURITY section. d. Uncomment the second authentication option, AUTHENTICATION_TYPE = DATABASE, by deleting the preceding # signs. e. Where it says some_data_base, enter Authenticate, the name of the database you created in the Physical layer.
f. Save and close the file. 9. Test your work. a. Restart the Oracle BI Server service to apply changes to NQSConfig.ini. b. Ensure that you can log in to Oracle BI as user SH with password SH. c. Click the Dashboards link and ensure that there is a Welcome, SH! message. d. Log out of Oracle BI. 10. Reset the security defaults in NQSConfig.ini. a. Stop the Oracle BI Server service. b. Navigate to D:\OracleBI\Server\Config. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 225 c. Open NQSConfig.ini. d. Scroll to the SECURITY section. e. Comment out the second authentication option, AUTHENTICATION_TYPE = DATABASE, by adding preceding # signs. f. Change DATABASE from Authenticate to some_data_base.
g. Save and close the file. Note that external database table authentication (covered in the previous practice) can coexist with database authentication (covered in this practice). External database authentication precedes database authentication. If the external database table authentication succeeds, then the server does not perform database authentication. If external database table authentication fails, then the server performs database authentication. Module 17: Security 226 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 17-5: Setting Query Limits and Timing Restrictions Goals To disallow queries that may consume too much of the system resources by setting query limits Scenario You want to prevent queries from consuming too many resources by limiting how long a query can run and how many rows a query can retrieve. You also want to regulate when individual users can query databases to prevent users from querying when system resources are tied up with batch reporting, table updates, or other production tasks. Outcome You have set the maximum rows of any query to five rows, the maximum time of any query to 1 minute, and restricted access to a database on Sunday from 12:00 AM to 7:00 AM. Time 1015 minutes Instructions 1. Start the Oracle BI Server service and open the ABC repository in online mode. Log in as Administrator with password Administrator. 2. Disallow queries that may consume too many system resources by setting query limits for the SalesManagers group. a. Open the Security Manager. b. Double-click the SalesManagers group. c. Click the Permissions button. d. Click the Query Limits tab. e. Locate the ORCL database and change its Max Rows value to 5. This specifies the maximum number of rows each query can retrieve from the ORCL database for members of this SalesManagers group. f. In the Status Max Rows column, select Enable from the drop-down list. g. In the Max Time (Minutes) column, change the value to 1. This specifies the maximum time a query can run on the ORCL database. h. In the Status Max Time column, select Enable from the drop-down list. 3. Restrict the time period for which users can access specified repository resources from midnight Sunday to 7:00 AM Sunday: a. Click the button in the Restrict column of the ORCL database. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 227 b. Highlight the blocks from Sunday at midnight to 7 AM Sunday. Hint: With the first block selected, press [Shift] and select the 7 AM block, or click the first box and drag to the 7 AM block. c. Click the Disallow button.
If a time period is not highlighted, the access rights remain unchanged. If access is allowed or disallowed explicitly to one or more groups, the user is granted the least restrictive access for the time periods that are defined. d. Click OK to close the Restrictions dialog box. e. Click OK to close the User/Group Permissions dialog box. f. Click OK to close the Group dialog box. g. Close Security Manager. h. Check in changes. i. Save the repository. 4. Log in to Oracle BI as Administrator and register your changes on the server by reloading the server metadata. 5. Ensure that the changes you made to the maximum number of rows allowed per query work correctly. a. Log in to Oracle BI as JMEYER with no password. Recall that JMEYER is a member of the SalesManagers group. b. If necessary, click the Answers link. c. Click the SupplierSales subject area. d. Select Customers.Customer, SalesFacts.Dollars, and click Results. e. Did the results of the query display?
Module 17: Security 228 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Expand Error Details to view message. What does the error message state?
g. Click the Criteria tab. h. Set the filter Customer is in top 5 for the Customer column and click Results.
i. Did the results display?
j. Why is this?
k. Log out of Oracle BI. 6. Return to the Administration Tool and deactivate the query restriction you just created. a. Open the Security Manager. b. Double-click the SalesManagers group. c. Click the Permissions button. d. Click the Query Limits tab. e. In the ORCL row, select Ignore for both Status Max Rows and Status Max Time columns. f. Click OK. g. Close all dialog boxes and the Security Manager. 7. Check in changes and save the repository. 8. Test your results. a. Log in to Oracle BI as JMEYER with no password. b. Click the Answers link. c. Click the SupplierSales subject area. d. Select Customers.Customer, SalesFacts.Dollars, and click Results. e. What are the results now and why are they so?
9. Log out of Oracle BI. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 229 Solutions 17-5: Setting Query Limits and Timing Restrictions Answers 5.e. Did the results of the query display? No 5.f. Expand Error Details to view message. What does the error message state? A general error has occurred. The user request exceeded the maximum query governing rows from the database. 5.i. Did the results display? Yes 5.j. Why is this? Because the query returned only five rows, which do not exceed the maximum query restricting rows from the database. 8.e. What are the results now and why are they so? The customer rows are returned in the query because there is no longer a restriction on the number of rows that can be returned from the ORCL database.
Module 17: Security 230 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 17-6: Setting Filters to Personalize Information Goals To set up filters to personalize the information a user gets when the user enters a query Scenario ABC decided that its customers would value the ability to analyze their own purchase records using Oracle BI. However, ABC wants each customer to be able to analyze only his or her own information. In this practice, you set a filter so that the management of the Rib Pit restaurant can analyze its purchases from ABC. ABC also wants to set up a filter so that members of the SalesUsers group see only the data that pertains to them. Outcome The management of the Rib Pit restaurant is able to analyze its own purchase records using Oracle BI. Members of the SalesUsers group see only data that pertains to them. Time 1015 minutes Instructions 1. Return to the ABC repository open in online mode. 2. Create a new user and set a filter. a. Open the Security Manager and create a new user Rib Pit with no password, and with logging level set to 2. b. Click the Permissions button. c. Click the Filters tab. d. Click Add. e. In the left pane, expand SupplierSales and double-click the Customers presentation folder to add it to the Filters tab. f. Click the ellipsis button to open the Expression Builder. You may need to scroll to the right. g. Set the following filter: "SupplierSales"."Customers"."Customer" = 'Rib Pit' h. Click OK and the filter is added to the Filters tab.
i. Click OK to close the User/Group Permissions dialog box. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 231 j. Click OK to close the User dialog box. k. Close the Security Manager. l. Check in changes. m. Save the repository. 3. Test your work. a. Log in to Oracle BI as Rib Pit with no password. b. Click Supplier Sales. c. Create the following query:
d. Click Results.
e. Navigate to D:\OracleBI\server\log and open NQQuery.log (Settings > Administration is not accessible by this user). Scroll to the bottom of the file and then back up to find the entry for the Rib Pit user. Note that the filter is applied in the WHERE clause.
f. Close the log file. g. Run another query:
Module 17: Security 232 E Oracle BI Suite Enterprise Edition 10g Bootcamp h. Check the query log. Note that no filter is applied because there are no references to any attributes in the Customers folder.
i. Close the log file. 4. Set a filter on a fact folder. a. Open the Security Manager. b. Double-click the Rib Pit user to open the User dialog box. c. Click the Permissions button. d. Click the Filters tab. e. Click Add. f. In the left pane, expand SupplierSales and double-click the -SalesFacts presentation folder to add it to the Filters tab. g. Click the ellipsis button to open the Expression Builder. h. Set the following filter: "SupplierSales"."Customers"."Customer" = 'Rib Pit' i. Click OK. The Filters tab for Rib Pit now contains two filters:
j. Click OK to close the User/Group Permissions dialog box. k. Click OK to close the User dialog box. l. Close the Security Manager. m. Check in changes and save the repository. 5. Test your work. a. Log out of Oracle BI and log back in as Rib Pit with no password. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 233 b. Run the following query:
c. Check the query log. Note that this time the Name = Rib Pit filter is applied to the results. Only the sales facts data that applies to Rib Pit is returned.
d. Close the log file. 6. Set up a filter using a variable to filter data for the SalesUsers group. a. Open the Security Manager. b. Create a new SalesRep group. Recall that this is the group in SECURITYTABLE. c. Click the Permissions button. d. Click the Filters tab. e. Click Add. f. In the left pane, expand SupplierSales and double-click the Customers presentation folder to add it to the Filters tab. g. Click the ellipsis button to open the Expression Builder. h. Set the following filter: "SupplierSales"."Customers"."Sales Rep" = VALUEOF(NQ_SESSION.DISPLAYNAME) You are filtering data using the DISPLAYNAME session variable. You can use DISPLAYNAME because it contains the same characters that appear in the Sales Rep logical column. Add the Sales Rep logical column to the filter first using the Logical Tables folder, then scroll down to the Session Variables folder and double-click the DISPLAYNAME session variable to paste it into the filter as an argument in the VALUEOF() function.
Module 17: Security 234 E Oracle BI Suite Enterprise Edition 10g Bootcamp i. Click OK to close the Expression Builder. The filter is added to the Filters tab.
j. Click OK to close the User/Group Permissions dialog box. k. Click OK to close the Group dialog box. l. Close the Security Manager. m. Check in changes and save the repository. 7. Test your work. a. Log in to Oracle BI as TBELL with password tb. b. Click the Dashboards link and ensure that there is a Welcome, Tracie Bell message. c. Create the following request:
d. Click Results. Note that the results are automatically personalized for Tracie Bell.
e. Check the query log. Recall that you set the system session variable LOGLEVEL to 2 when you created the initialization block SQL, so the query is logged. Note that the WHERE clause filters for SALESREP = TRACIE BELL. Module 17: Security E Oracle BI Suite Enterprise Edition 10g Bootcamp 235
f. Close the log file. g. Log out of Oracle BI.
Module 17: Security 236 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 237 Practice 18-1: Inspecting Cache Files Goals To create a query request and inspect cache entries using Cache Manager Scenario You create a request in Answers and ensure that a cache entry was created in the Cache Manager and that a cache file was created. You create the same request again and ensure that the results were fulfilled by the cache, and not the database. Time 1520 minutes Instructions 1. Close the ABC repository. 2. Stop the Oracle BI Server service. 3. Enable the cache parameter in the NQSConfig.ini file. a. Navigate to D:\OracleBI\server\Config. b. Open NQSConfig.ini. c. Locate the CACHE section and set the ENABLE parameter to YES. d. Save and close the file. 4. Start the Oracle BI Server service. 5. Create and run a request. a. Log in to Oracle BI as MWEST, with no password. b. Click in the SupplierSales subject area. c. Create the following request:
Module 18: Cache Management 238 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Click Results.
e. Log out of Oracle BI. 6. Open the ABC repository in online mode. Log in as Administrator with password Administrator. 7. Open the Cache Manager and ensure that the request you made is listed as a cache entry. a. Select Manage > Cache. b. Expand Star > SupplierSales. By selecting the appropriate leaf of the tree in the left pane, you can limit the cache entries that appear in the right pane. The Cache Manager allows you to view cache entries by repository, subject area, and user. c. Click MWEST in the left pane. All cache entries associated with this user appear in the right pane. d. Select the cache entry (there should only be one). e. Select SQL > Show. f. By inspecting the SQL, can you determine if this is the cache that represents the query you just created?
g. Click OK to close the SQL.
Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 239 h. With this entry still selected, scroll to the Created and Last used columns. Are the values for these fields the same?
i. Record the values for these two fields.
j. Were the results for the query you created derived from an existing cache entry or returned directly from the database?
k. Close the Cache Manager. 8. Inspect the cache file and ensure that the results of the query were stored as a file in the cache directory. The modified time of the file should coincide with the time you originally created the request (time recorded above). a. Navigate to D:\OracleBIData\cache. The file in this directory is the cache file that resulted from your query. b. Ensure that the modified time of this file is the same as the time you created the request. 9. Create a new request. a. Log in to Oracle BI as JMEYER, with no password. b. Create the same request you created earlier and inspect the results:
c. Was the request satisfied by the database or by a cache? Explain.
10. Examine the cache hit in the log file. a. Open the query log. Module 18: Cache Management 240 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Ensure that you see a Cache Hit on query entry for the query initiated by JMEYER.
c. Note that the log identifies who created the cache entry: MWEST. d. Close the log file. e. Log out of Oracle BI. 11. In response to JMEYERs request, determine if a new cache entry was made in the Cache Manager and filed in the Cache directory. If a new entry was made in the Cache Manager and filed in the directory, then an existing cache was not used to satisfy his request. a. Return to the ABC repository and open the Cache Manager. b. Are there any entries listed with JMEYER as the user?
c. Has the Last used date for MWESTs cache entry changed? Explain.
d. Close the Cache Manager. e. Navigate to D:\OracleBIData\cache. f. Note that there is no new cache file created as a result of JMEYERs request. Thus, JMEYERs request was satisfied by an existing cache entry. Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 241 Module 18: Cache Management 242 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 18-1: Inspecting Cache Files Answers 7.f. By inspecting the SQL, can you determine if this is the cache that represents the query you just created? Yes, the listed objects correspond to the columns selected for the request. These objects were also selected from the SupplierSales subject area as indicated from the SQL. 7.h. With this entry still selected, scroll to the Created and Last used columns. Are the values for these fields the same? No. Created has a time stamp and Last used is set to Never. 7.j. Were the results for the query you created derived from an existing cache entry or returned directly from the database? Results for this query were returned directly from the database. Last used is set to Never, indicating the cached entry has never been used. Thus, no cache entry existed for this query until now. 9.c. Was the request satisfied by the database or by a cache? Explain. JMEYERs query was fulfilled by the cache that resulted from MWESTs query earlier. Because JMEYERs request was identical to the cache, the server used the cache (cache hit) instead of processing against the database. 11.b. Are there any entries listed with JMEYER as the user? No 11.c. Has the Last used date for MWESTs cache entry changed? Explain. Yes, because JMEYERs query used this cache to satisfy his request and the last used date was updated to reflect this. Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 243 Module 18: Cache Management 244 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 18-2: Modifying Cache Parameters Goal To modify cache parameters in the NQSConfig.ini file Scenario You use the Cache Manager to inspect the cache parameters. Then modify the number of rows per cache, as well as the number of cache entries allowed. In addition to modifying cache parameters, you make certain tables noncacheable. Outcome A decrease in the number of rows per cache, as well as a decrease in the number of cache entries allowed Time 1015 minutes Instructions 1. What are some advantages of using a caching system for requests?
2. True or false: There is a list of criteria that can qualify a cache hit. If all but one of these conditions are met, a cache hit will not occur.
3. True or false: Cache files are stored in the D:\OracleBIData\cache directory.
4. True or false: Cache files can be stored anywhere.
5. If you wanted to store cache files in a different location, where do you indicate this?
Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 245 6. Use the Cache Manager to inspect cache parameters. a. Open the Cache Manager. b. Select Action > Show Info. c. Inspect the information and record the following values: d. Number of entries currently in cache:
e. Maximum allowable number of entries in cache:
f. Maximum allowable number of rows per cache entry result set:
g. Click OK. h. Close the Cache Manager. i. Close the repository. 7. Decrease the number of rows per cache, as well as the number of cache entries allowed. a. Stop the Oracle BI Server service. b. Navigate to D:\OracleBI\server\Config. c. Open NQSConfig.ini. d. Locate the CACHE section. e. Modify as follows:
f. Save the changes and close the file. 8. Validate your changes in the Administration Tool. a. Start the Oracle BI Server service. b. Open the ABC repository in online mode. c. Select Manage > Cache. d. Select Action > Show Info and ensure that changes are applied. Your results should resemble the screenshot below:
e. Click OK. f. Close the Cache Manager. Module 18: Cache Management 246 E Oracle BI Suite Enterprise Edition 10g Bootcamp 9. Make certain tables noncacheable, that is, if a request is made against them, there are no cache entries. a. In the Physical layer, double-click the ORCL.SUPPLIER2.D1_CUSTOMER2 table. b. Click the General tab. c. Deselect the Cacheable check box. d. Click OK. e. Repeat this process for the D1_ORDERS2 table. f. Check in changes and save the repository. You do not need to check consistency. 10. Test your work. a. Log in to Oracle BI as JMEYER, with no password. b. Create the following request using columns from the SupplierSales subject area:
c. Click Results. d. Log out of Oracle BI. e. Return to the Administration Tool and open the Cache Manager. f. Do you see an entry for the request you just created?
g. Close the Cache Manager. 11. Make the tables cacheable. a. In the Physical layer, double-click the D1_CUSTOMER2 table. b. Select the General tab. c. Select the Cacheable check box. d. Click OK. e. Repeat this process for the D1_ORDERS2 table. f. Check in changes and save the repository. You do not need to check for consistency. 12. Test your work. a. Log in to Oracle BI as JMEYER, with no password. b. Create the following request using columns from the SupplierSales subject area:
c. Click Results. d. Log out of Oracle BI. e. Return to the Administration Tool and open the Cache Manager. Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 247 f. Ensure that there is a new entry for the request you just created.
13. Alter how the cache manager displays information. a. Select Edit > Options. b. Deselect Creation elapsed time. c. Use the Up button to move Business Model to the top of the options list. d. Click OK. e. Check the changes in the Cache Manager.
14. Purge cache entries. a. Right-click the cache entry for JMEYER and select Purge, or select Edit > Purge. In this pane, it is possible to purge a single cache entry, multiple entries, or all entries. b. Click OK to confirm cache purge. c. Click the Physical tab at the bottom of the left pane. d. Expand ORCL > Supplier2. e. Select the D1_PRODUCTS table. A message appears on the right stating that all associated cache entries will be purged for this table. In this pane, it is possible to delete cache entries for a single table, multiple tables, or the entire schema. f. Select Edit > Purge. g. Click OK to confirm cache purge. h. Click the Cache tab at the bottom of the left pane. i. Confirm that the MWEST cache entry is deleted. j. Close the Cache Manager. Module 18: Cache Management 248 E Oracle BI Suite Enterprise Edition 10g Bootcamp Module 18: Cache Management E Oracle BI Suite Enterprise Edition 10g Bootcamp 249 Solutions 18-2: Modifying Cache Parameters Answers 1. What are some advantages in using a caching system for requests? Faster response time fulfilling a query from a cache versus searching through the database; minimizing strain on database resulting in reduced database processing; and conservation of network resources 2. True or false: There is a list of criteria that can qualify a cache hit. If all but one of these conditions are met, a cache hit will not occur. True 3. True or false: Cache files are stored in the D:\OracleBIData\cache directory. True 4. True or false: Cache files can be stored anywhere. True, cache files can be stored anywhere, even on a separate machine. 5. If you wanted to store cache files in a different location, where would you need to indicate this? To define the location of where cache files are stored, you would need to indicate this in the NQSConfig.ini file, in the Cache Section. 6.d. Number of entries currently in cache: 1 6.e. Maximum allowable number of entries in cache: 1,000 6.f. Maximum allowable number of rows per cache entry result set: 100,000 10.f. Do you see an entry for the request you just created? No Module 18: Cache Management 250 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 19: Enabling Usage Tracking E Oracle BI Suite Enterprise Edition 10g Bootcamp 251 Practice 19-1: Enabling Usage Tracking Goals To set up and administer usage tracking Scenario ABC wants to monitor the ad hoc queries generated by users to help identify performance improvement areas. You use the recommended usage tracking approach, which is to track statistics by loading them directly into a database table rather than a flat file. You use a script to create the S_NQ_ACCT database table, build the business model, modify the NQSConfig.ini file to support usage tracking, and test results. Time 2530 minutes Instructions 1. Use a given script to create the S_NQ_ACCT usage-tracking table. This table stores the usage tracking data when queries are run against Oracle BI Server. a. Open Oracle SQL*Plus (Start > Programs > Oracle OraDb10g_home > Application Development > SQL Plus). b. Log in to the ORCL host as SUPPLIER2 with password SUPPLIER2. c. At the SQL prompt, enter: start D:\oraclebi\server\schema\SAACCT.Oracle.sql; d. Press [Enter]. Ensure that the table and three indexes are created. e. At the SQL prompt, enter DESC S_NQ_ACCT; and press [Enter] to view the table structure. f. Close SQL*Plus. 2. Import the usage-tracking table into the Physical layer. a. Return to the ABC repository, which should still be open in online mode. b. Select File > Import > from Database. c. Select the OCI 10g/11g connection type. d. Enter SUPPLIER2 as username and password, and click OK. e. In the Import dialog box, expand the SUPPLIER2 object. f. Click the S_NQ_ACCT table. g. Ensure that the Tables import option is checked, and click Import. h. When import completes, click Close. i. Check in changes and save the repository. j. In the Physical layer, expand ORCL and ensure that S_NQ_ACCT was imported. 3. Create a usage-tracking database object. a. Right-click inside the Physical layer white space and select New Database to open the Database properties dialog box. Module 19: Enabling Usage Tracking 252 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Click the General tab and name the database ABC Usage Tracking. c. In the Database drop-down list, select Oracle 10g R1. d. Click the Connection Pools tab. e. Click Add to open the Connection Pool dialog box. f. Name the connection pool ABC Usage Tracking Connection Pool. g. Enter ORCL for data source name. h. Enter SUPPLIER2 for username and password. i. Click OK. j. Enter SUPPLIER2 to confirm the password, and click OK. k. Click OK to close the Database properties dialog box. l. Right-click the ABC Usage Tracking database object and select New Object > Physical Schema. m. Name the physical schema ABC Usage Tracking Schema. n. Click OK. 4. Copy the S_NQ_ACCT table to the usage-tracking database object. a. In the Physical layer, expand ORCL > SUPPLIER2. b. Right-click S_NQ_ACCT and select Copy. c. Right-click ABC Usage Tracking Schema and select Paste. d. Check in changes and save the repository.
5. Create a usage-tracking business model. a. Right-click in the Business Model and Mapping layer and select New Business Model. b. Name the business model ABC Usage Tracking and click OK. c. Right-click ABC Usage Tracking and select New Object > Logical Table. d. Name the table Measures and click OK. e. Repeat and add three more tables, Time, Topic, and User to the ABC Usage Tracking business model. f. Drag the following physical columns from ABC Usage Tracking > ABC Usage Tracking Schema > S_NQ_ACCT to the Measures logical table in the ABC Usage Tracking business model and rename: Physical Column Rename QUERY_TEXT Query Count ROW_COUNT Row Count TOTAL_TIME_SEC Total Time Seconds g. Apply the following aggregation rules: Logical Column Aggregation Rule Query Count Count Module 19: Enabling Usage Tracking E Oracle BI Suite Enterprise Edition 10g Bootcamp 253 Row Count Sum Total Time in Secs Sum h. Drag the following physical columns from ABC Usage Tracking > ABC Usage Tracking Schema > S_NQ_ACCT to the Time logical table in the ABC Usage Tracking business model and rename: Physical Column Rename START_DT Start Date START_HOUR_MIN Start Hour Minute END_HOUR_MIN End Hour Minute i. Set Start Date as the logical key for the Time logical table. j. Drag the following physical columns from ABC Usage Tracking > ABC Usage Tracking Schema > S_NQ_ACCT to the Topic logical table in the ABC Usage Tracking business model and rename: Physical Column Rename QUERY_TEXT Logical SQL REPOSITORY_NAME Repository Name SUBJECT_AREA_NAME Subject Area Name k. Set Logical SQL as the logical key for the Topic logical table. l. Drag the USER_NAME physical column from ABC Usage Tracking > ABC Usage Tracking Schema > S_NQ_ACCT to the User logical table in the ABC Usage Tracking business model and rename User Name. m. Set User Name as the logical key for the User logical table. n. Use the Business Model Diagram to create complex joins from Time, Topic, and User to Measures. o. Drag the ABC Usage Tracking business model to the Presentation layer to create the Presentation layer objects. p. Check in changes. q. Check consistency, and if the repository is consistent, save the repository. 6. Modify the NQSConfig.ini file to support usage tracking. a. Close the ABC repository open in online mode. b. Stop the Oracle BI Server service. c. Navigate to D:\OracleBI\server\Config and open NQSConfig.ini using Notepad. d. Scroll to the Usage Tracking section. e. Set ENABLE = YES; This enables usage tracking. Do not delete the semicolon at the end of the line. f. Scroll past the Parameters used for writing data to a flat file section and ensure that DIRECT_INSERT = YES. What is the purpose of this parameter?
Module 19: Enabling Usage Tracking 254 E Oracle BI Suite Enterprise Edition 10g Bootcamp
g. Scroll to the Parameters used for inserting data into a table section. When defining the parameters for PHYSICAL_TABLE_NAME, there are two format options identified. Which should you use, and why?
h. Using your answer to the question given above, update the NQSConfig.ini file and set the PHYSICAL_TABLE_NAME parameter as follows: PHYSICAL_TABLE_NAME = "ABC Usage Tracking"."ABC Usage Tracking Schema"."S_NQ_ACCT" ; i. Set the CONNECTION_POOL variable in the NQSConfig.ini file to support both reads and writes. The setting is CONNECTION_POOL = ABC Usage Tracking.ABC Usage Tracking Connection Pool. j. Leave the default settings for BUFFER_SIZE, BUFFER_TIME_LIMIT_SECONDS, NUM_INSERT_THREADS, and MAX_INSERTS_PER_TRANSACTION. Your screen should look as follows:
k. Save and close the NQSConfig.ini file. 7. Test your work. a. Start the Oracle BI Server service. b. Log in to Oracle BI as Administrator with password Administrator. c. Click Answers. d. Ensure that the ABC Usage Tracking subject area is visible. If not, click Reload Server Metadata. e. Click SupplierSales. f. Create a query containing Customers.Customer and Fact.SalesFacts.Dollars. g. Click the Results. Module 19: Enabling Usage Tracking E Oracle BI Suite Enterprise Edition 10g Bootcamp 255 h. Click the All Pages button and ensure that 136 records are returned. i. Click the Create a New Request icon . j. Click the ABC Usage Tracking subject area. k. Create a query containing User Name, Start Date, Logical SQL, Row Count, and Total Time Seconds. l. Click Results. m. Ensure that you get the expected usage-tracking results.
n. Check the log file and ensure that the ABC Usage Tracking database and S_NQ_ACCT table are accessed in the query.
o. If desired, experiment with other usage-tracking queries. Module 19: Enabling Usage Tracking 256 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solution 19-1: Enabling Usage Tracking Answers 6.f. Scroll past the Parameters used for writing data to a flat file section and ensure that DIRECT_INSERT = YES. What is the purpose of this parameter? If DIRECT_INSERT = YES, usage-tracking information is stored in a database table. If DIRECT_INSERT = NO, usage-tracking information is stored in a file. 6.g. Scroll to the Parameters used for inserting data into a table section. When defining the parameters for PHYSICAL_TABLE_NAME, there are two format options identified. Which should you use, and why? Use "<Database>"."<Schema>"."<Table>", which is formatted to support Oracle. Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 257 Practice 20-1: Setting Up a Multi-User Environment Goal To set up a multi-user development environment to support two developers Scenario ABC uses multi-user development environments for its developers. You prepare the development platform to support multi-user development and then configure two users to act as developers to test the environment. Time 1015 minutes Instructions 1. Modify two users, MWEST and JMEYER, to give them administrative privileges so they can act as developers. As a precaution, reset their passwords. So they need to communicate with you before starting with development. a. Close the ABC repository that is open in online mode. b. Stop the Oracle BI Server service. c. Open the ABC repository in offline mode as Administrator, with Administrator as password. d. Select Manage > Security. e. Click Groups in the left pane. f. Double-click Administrators. Administrator and MWEST are already members of the Administrators group. g. Click Add. h. Select JMEYER. i. Click OK. j. Click OK to close the Group Administrators window. k. Click Users in the left pane. l. Double-click MWEST. m. In the User dialog box, enter MWEST in the Password and Confirm Password fields. n. Click OK. o. Double-click JMEYER. p. In the User dialog box, enter JMEYER in the Password and Confirm Password fields. q. Click OK. r. Select Action > Close to close the Security Manager window. s. Save the repository. It is not necessary to check consistency. 2. Ensure that only one user can modify the repository at a time. a. Select Start > Programs > Oracle Business Intelligence > Administration to open a second instance of the Oracle BI Administration Tool. b. Select File > Open > Offline. Module 20: Using the Multi-User Development Environment 258 E Oracle BI Suite Enterprise Edition 10g Bootcamp c. Select the ABC repository. d. Click Open. Note that you can open the file only as read-only. This is because multi-user development has not been set up, so only one user can edit the repository at a time. e. Click No. f. Select File > Exit to close this instance of the Oracle BI Administration Tool. 3. In this step, you create projects in the master repository. After you have copied the master repository to a shared directory, it is no longer used for development, so it can be used as a backup. Creating the original set of projects in the master repository allows you to see what changes were made after multi-user development is established by comparing the shared repository to the master. Normally, you create projects to contain all the presentation catalogs in the repository, broken down in a reasonable manner. In this practice, you create only two projects. a. Select Manage > Projects. The Project Manager window is displayed. b. Select Action > New Project. c. Enter Inventory Fact Table Project as the name. d. Expand Catalogs in the left pane. e. Expand Inventory. f. Select Inventory.Inventory Facts. g. Click Add. Note that a Catalogs folder appears in the right pane. h. Expand Catalogs in the right pane. Note that the Inventory presentation catalog is automatically included in the project. i. Expand Inventory in the right pane. Ensure that Inventory.Inventory Facts has been included in this project as well. j. Expand the Users folder in the left pane. k. Press and hold [Ctrl] and select Administrator, MWEST, and JMEYER. l. Click Add. A Users folder is added to the right pane. m. Expand the Users folder in the right pane and ensure that the three users are added to the project. Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 259 n. Check your work:
o. Click OK to save the project and close the Project window. 4. Create a second project to contain the Inventory presentation catalog. Note that this project also contains the Inventory Facts logical fact table. This demonstrates that it is possible for projects to overlap, or for one project to contain another. a. Select Action > New Project. b. Enter Inventory Project as the name. c. Expand Catalogs in the left pane. d. Double-click the Inventory presentation catalog. Note that a Catalogs folder appears in the right pane. e. Expand Catalogs in the right pane. Note that the Inventory presentation catalog has been added to the project. f. Expand Inventory in the right pane. Ensure that Inventory.Inventory Facts has been included in this project as well. g. Add the Administrator, MWEST, and JMEYER users to the project. Module 20: Using the Multi-User Development Environment 260 E Oracle BI Suite Enterprise Edition 10g Bootcamp h. Check your work:
i. Click OK to save the project and close the Project window. Your Project Manager should look as follows:
j. Select Action > Close to close the Project Manager. k. Save your changes to the repository. It is not necessary to perform a global consistency check. 5. Copy your master repository to a shared directory. This allows all the developers on the development team to access the repository. a. Open Windows Explorer. b. Navigate to <machine name>\Shared Documents. Folders in this Shared Documents folder are automatically shared with other users on this machine. c. Right-click in the right pane and select New > Folder. d. Name the new folder RPD. e. Copy ABC.rpd from D:\OracleBI\server\Repository to the Shared Documents\RPD folder. f. In the Shared Documents\RPD folder, rename the repository SharedABC.rpd. 6. Set the multi-user directory in the Oracle BI Administration Tool to point to the shared repository you just created. a. In the Oracle BI Administration Tool, select Tools > Options. b. Click the Multiuser tab. c. Click Browse next to the multi-user development directory field. Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 261 d. Browse to select Shared Documents\RPD. e. In the Full Name field, enter Mary West. f. Click OK to close the Options dialog box. g. Select File > Close to close the ABC.rpd repository. You are ready to perform multi-user development. Module 20: Using the Multi-User Development Environment 262 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 20-2: Using a Multi-User Development Environment Goals To check out, modify, and check in projects in a multi-user development environment To examine the various files created and modified when working with a multi-user development environment Scenario Two users, MWEST and JMEYER, work in the multi-user development environment and modify the same project simultaneously. Time 2030 minutes Instructions 1. Connect to the shared repository and check out the Inventory Project as MWEST. a. In the Oracle BI Administration Tool, select File > Multi-User > Checkout. The Extract from SharedABC.rpd dialog box opens. b. Enter MWEST as the username and password. c. Click OK. d. Note that the two projects you created are listed. e. Select Inventory Project and click OK. The New Repository dialog box opens. f. Change the file name to MWEST.rpd. Note that this repository file is being saved to the default repository directory and not the shared repository directory you created earlier. Also, note that a copy of the shared master repository, SharedABC.rpd, has been copied to the default repository directory. g. Click Save. The Inventory Project repository is displayed. Note that it only contains the Inventory presentation catalog and business model. The other presentation catalogs and business models are not shown. 2. Review the files that were created or modified by the checkout process. a. Using Windows Explorer, navigate to Shared Documents\RPD. Which are the new files that appear?
b. Navigate to D:\OracleBI\server\Repository. Which are the new files that appear? What are they?
Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 263 3. As JMEYER, check out the same Inventory project using a second instance of the Oracle BI Administration Tool. This demonstrates that multiple users can work with the same repository and the same project simultaneously. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Multiuser > Checkout. The Extract from ShareABC.rpd dialog box opens. c. Enter JMEYER as the username and password. d. Click OK. Note that both projects are still shown. There is no indication that MWEST has the Inventory Project open. This is an intentional feature of the product: multiple developers can work on a single project, and changes are merged during the check-in process. e. Select Inventory Project. f. Click OK. g. Enter JMEYER.rpd as the file name. h. Click Save. The Inventory Project is now being worked on by two developers simultaneously. i. Navigate to D:\OracleBI\server\Repository and note that a set of JMEYER files has been added. 4. Modify the project as MWEST and check it in to understand the check-in process. a. Return to the Administration Tool that has MWEST.rpd open. The repository name is displayed on the title bar of the application. b. In the Presentation layer, expand Inventory, right-click Regions, and select Delete. This is an obvious change that will be easy to track. c. Click Yes to confirm the deletion. d. Save the repository. Do not perform a global consistency check. e. Select File > Multiuser > Merge Local Changes. This merges your changes to the shared repository. A Lock Information window is displayed. The shared repository will be locked until check-in is complete. f. Accept the default values shown and click OK. The Merge Repositories dialog box appears. Do not click Merge yet. Note that you first merge your modified project repository with the original copy of the project repository in the default repository directory. 5. Switch to the Oracle BI Administration Tool with the JMEYER.rpd open and attempt to merge local changes. a. Select File > Multi-User > Merge Local Changes. An error message appears: You are already attempting to check in this file. No one else can check in projects while the shared repository is locked. Here, you are trying to check in the same project using the same Windows username, and so the error message warns you about this. b. Click OK to close the error message. 6. Return to the Oracle BI Administration Tool where the check-in is being performed for the MWEST.rpd and complete the merge. a. Ensure that the original subset is D:\OracleBI\server\Repository\originalMWEST.rpd. b. Ensure that the modified subset is D:\OracleBI\server\Repository\MWEST.rpd. c. Because no changes were made to the shared repository while you had your project checked out, your only options are to merge your changes or examine the merge statistics. Module 20: Using the Multi-User Development Environment 264 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Click Stats. A summary of the number of changes is shown. One object was deleted from the modified subset.
e. Click Close. f. Click Merge. g. Click No when prompted to check global consistency. At this point, the changes are merged to the local copy of the SharedABC repository and the local copy is opened. The changes have not yet been published to the shared master repository. h. Navigate to D:\OracleBI\server\Repository. Note that there is a new file named SharedABC.merge_log.csv. This is a comma-separated values file listing the changes made to the repository in the merge. i. Double-click SharedABC.merge_log.csv to open it using Microsoft Excel and check the changes.
j. Close SharedABC.merge_log.csv without saving any changes and close MS Excel. k. Return to the Administration Tool with SharedABC.rpd open and ensure that the Regions presentation table no longer appears in the Inventory presentation catalog.
l. Save the modified SharedABC repository. Do not check for global consistency. m. Select File > Close to close the repository. A warning appears indicating that you are closing an MUD repository without publishing or discarding your local changes, so the lock on the repository has not been released. At this point, you have the option to publish the repository (copy the local copy of the shared repository to the server), discard the local changes, or Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 265 close the repository and keep the lock.
n. Click Cancel. o. Select File > Multiuser > Publish to Network. The local copy of the shared repository is merged with the shared repository and then closed and deleted. p. Select File > Multiuser > History. q. Log in as Administrator with the password Administrator. r. The Version 1 of SharedABC repository is opened and the history of changes is displayed.
s. Right-click the entry and select View > Details. The event details for the project are displayed:
t. Close the details window. u. Select Action > Close. The History window and Version 1 of SharedABC are closed. v. In the Administration Tool, select File > Open > Offline. w. Navigate to Shared Documents\RPD and select SharedABC.rpd to open the shared master repository. x. Click Open. y. Click Yes to acknowledge that it can only be opened as read-only. z. Log in as Administrator. aa. Expand the Inventory presentation catalog and ensure that the Regions presentation table no longer appears.
bb. Close the repository. cc. Select File > Exit to close this instance of the Administration Tool. Module 20: Using the Multi-User Development Environment 266 E Oracle BI Suite Enterprise Edition 10g Bootcamp 7. Return to the instance of the Administration Tool with JMEYER.rpd open and ensure that JMEYER sees the changes, even though he checked out his project before those changes were applied. a. Return to the remaining instance of the Administration Tool with the JMEYER repository open. b. Expand the Inventory presentation catalog and ensure that Regions still appears. This is because JMEYER checked out this project before MWEST deleted the Regions table. c. Select File > Multiuser > Merge Local Changes. d. Click OK to accept the default lock information. The Merge Repositories dialog box opens. e. Note: The fact that Regions was deleted is listed in the merge log indicates that another developer did this. This is why the application copies the latest version of the shared repository when performing a check-in.
f. Select the listing to highlight it and then click the ellipsis button to view the objects deleted from the Current repository.
g. Click Cancel. h. In the bottom panels of the original JMEYER project, the modified JMEYER project and the current SharedABC repository are shown. The differences between the projects are displayed. In this case, the original and modified repositories have a Regions presentation table that is not in the current shared repository. At this point, a decision must be made about how to proceed with the merge.
Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 267 i. In the Decision column for the highlighted listing, choose Modified (A) from the drop-down list (it may be necessary to scroll to the right). This chooses the modified repository over the current repository, thereby rejecting the changes of the other developer, and restoring the repository to the state before MWEST deleted Regions.
j. Click Merge. k. Click No when prompted to check global consistency. l. Ensure that Regions now appears in the Inventory presentation catalog. m. Select File > Multiuser > Publish to Network to publish the repository. n. Click No when prompted to check global consistency. The local shared repository is merged with the master shared repository. o. Open Shared Documents\RPD\SharedABC.rpd in read-only mode and ensure that the changes were applied to the shared repository and that Regions now appears in the Inventory presentation catalog. Module 20: Using the Multi-User Development Environment 268 E Oracle BI Suite Enterprise Edition 10g Bootcamp
p. Close the repository. Module 20: Using the Multi-User Development Environment E Oracle BI Suite Enterprise Edition 10g Bootcamp 269 Solutions 20-2: Using a Multi-User Development Environment Answers 2.a. Using Windows Explorer, navigate to Shared Documents\RPD. Which are the new files that appear? SharedABC.000 and SharedABC.mhl 2.b. Navigate to D:\OracleBI\server\Repository. Which are the new files that appear? What are they? originalMWESTt.rpd, MWEST.rpd, and MWEST.rpd.Log. The MWEST.rpd file is the subset of the repository containing the Inventory Project metadata, which is the file that you modify. The original MWESTt.rpd is the original file so you can track your changes or revert to the original. The MWEST.rpd.Log file is your local log file.
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Module 21: Working with Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 271 Practice 21-1: Creating Requests in Oracle Business Intelligence Answers Goals To create and format requests Scenario You need to query data from the Supplier Sales subject area and format the results. Outcome You will have saved formatted requests that return business intelligence data. Time 2530 minutes Instructions 1. Stop the Oracle BI Server service. a. Double-click the Services icon on your desktop. b. Right-click Oracle BI Server and select Stop. c. Ensure that Oracle BI Server stopped by checking that the Status column displays no value. d. Minimize the Services window. 2. Modify the NQSConfig.ini file to load the reports_dashboards repository on Oracle BI Server startup. a. Navigate to D:\OracleBI\server\Config. b. Double-click NQSConfig.ini to open the file. c. Scroll to the REPOSITORY section. d. Modify the file to load the reports_dashboards repository. Your file should look similar to this: ###################################################### [ REPOSITORY ] Star = reports_dashboards.rpd, DEFAULT; ###################################################### e. Save and close NQSConfig.ini. 3. Start the Oracle BI Server service. a. Return to the Services window. b. Right-click the Oracle BI Server service and select Start. c. Wait until the status displays as Started. 4. Start Oracle Business Intelligence Presentation Services. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. Enter the following information to log in: Module 21: Working with Oracle Business Intelligence Answers 272 E Oracle BI Suite Enterprise Edition 10g Bootcamp
User ID Administrator Password Administrator c. Click Log In. 5. Click Answers to navigate to the Oracle Business Intelligence Answers start page. If the SupplierSales subject area is not displayed in the Subject Areas list on the Business Intelligence Answers start page, click the browser refresh button. 6. In the Subject Areas section, click SupplierSales. The SupplierSales subject area appears in the left selection pane. 7. Expand the Customers table to display the columns. 8. List the columns in the Customers table:
9. Create a request for customers by state. a. In the Customers table, click the State column. What happens in the right pane?
b. In the Customers table, click the Customer column. What happens in the right pane?
10. Review the results of the request you just created. a. In the right pane, click the Results tab. b. Notice that the results appear in a table format within the Compound Layout. This is the default. What are three ways to review results in the table format?
c. Scroll down and click the Next Page button to view the next set of rows in the table. d. Click the All Pages button to view all the rows in the table. e. How many rows of data are in the table for this request?
f. Select Table from the drop-down view list. g. Click the Table View Properties button to explore the properties you can set for the table in the Edit View dialog box. h. Click Cancel to close the Edit View dialog box. i. Click the Refresh button to refresh your results. This is the Answers refresh, not a typical browser refresh. j. Notice that the display currently includes header toolbars, which allow you to access the request criteria tools to add column formatting and filters, modify column formulas, and delete columns. Module 21: Working with Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 273 k. Select Results Only in the Display drop-down list to view the results without the header toolbars. 11. Modify the request by adding a column. a. Expand the SalesFacts table and select the Dollars column. The Dollars column is added to the request. Check your results:
b. Click the Criteria tab to verify that the Dollars column was added to your request criteria.
12. Save the request in a new folder. a. Click the Save Request button . The Save Request dialog box is displayed. b. Click the Create Folder button. The Create Folder dialog box is displayed. c. Name the new folder. Enter My Sales in the Caption field. d. Click OK. A new folder is created in My Folders. e. Click the My Sales folder. f. In the Name field, enter Sales by State. g. Click OK. h. The request is saved in the My Sales folder in the My Folders section of the Oracle BI Presentation Catalog. 13. View the saved request in the catalog. a. Click the Answers link. b. In the Catalog section, select My Folders > My Sales to see your saved request. c. Click Sales by State. What happens?
d. Click the Modify button. What happens?
14. Modify the request to sort data by state, then by dollars in descending order. a. Click the Order By button in the State column. The button changes to the Order Ascending button . b. Click the Order By button twice on the Dollars column. The button changes to the Order Descending button with a 2. Note: The 2 on the button indicates that this is a secondary sort. In this case, the State column represents the primary sort. 15. Click the Results tab to verify the sort. Module 21: Working with Oracle Business Intelligence Answers 274 E Oracle BI Suite Enterprise Edition 10g Bootcamp
16. Format dollars to appear with two decimal points. a. Click the Criteria tab. b. Click the Column Properties button in the Dollars column. The Column Properties dialog box is displayed. c. Click the Data Format tab. d. Check the Override Default Data Format check box. e. Select Currency from the Treat Numbers As drop-down list. f. Select $ from the Currency Symbol drop-down list. g. Select 2 from the Decimal Places drop-down list. h. Click OK. 17. Click the Results tab to verify the formatting. 18. Change the format again to appear as whole dollar amounts without decimal points. a. Click the Criteria tab. b. Click the Column Properties button in the Dollars column. The Column Properties dialog box is displayed. c. Click the Data Format tab. d. Select 0 from the Decimal Places drop-down list. e. Click OK. f. Click the Results tab. 19. Center the alignment of the customer column. a. Click the Edit View button for the table below the title in the Compound Layout.
b. Select Header Toolbar with Results in the Display drop-down list. c. Click the Column Properties button in the Customer column. The Column Properties dialog box is displayed. d. Click the Style tab. e. Select Center from the Horizontal Alignment field drop-down list. f. Click OK.
20. Repeat the process and set the Vertical Alignment of the State column to Top and examine the results. Module 21: Working with Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 275 21. Return the Customer column settings back to the defaults and check the results. 22. Modify the Customer column heading. a. Click the Column Properties button in the Customer column. b. Click the Column Format tab. c. Select the Custom Headings check box. d. Enter Customer Name in the Column Heading field. e. Click OK. 23. Navigate to the Criteria and Results tabs and verify that the new name is displayed in both places.
24. Set up conditional formatting on the Dollars column. a. Click the Criteria tab. b. Click the Column Properties button in the Dollars column. c. Click the Conditional Format tab. d. Click the Add Condition button. e. Select Dollars from the drop-down list. The Create/Edit Filter dialog box is displayed. f. Select is less than from the Operator drop-down list. g. Enter 250000 in the Value field. h. Click OK. The Edit Format dialog box is displayed. i. Click the Color button. j. Select red from the color selector and click OK. k. Select Bold from the Style drop-down list. l. Click OK. m. Repeat the process and create the following conditional formatting: Criteria Operator/Value Color Style Dollars is between 250000 and 500000 Blue Bold Dollars is greater than 500000 Green Bold
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n. Click OK to close the Column Properties dialog box after you finish. o. Click the Results tab to view the conditional formatting.
p. Save this request as a new request in your My Sales folder. Name the request Formatted Sales By State. 25. Add formulas to your request. a. Add a formula to the request to increase the dollar amount by 10 percent. i. In the Dollars column, click the Edit Formula button. The Edit Column Formula dialog box is displayed. ii. Click at the end of the column name in the Column Formula field. iii. Click the Multiply button in the Formula Editor. Module 21: Working with Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 277 iv. Enter 1.10.
v. Click OK and verify that the dollar amount increases in your results. The criteria for SalesFacts should look like this:
The results should look like this:
b. Add a formula to the request to rank customers by dollar sales and sort by state. i. In the Dollars column, click the Edit Formula button. ii. Select the text in the Column Formula field. iii. Click the Function button. The Insert Function window appears. iv. Expand the Aggregate functions group and select Rank. Notice that a description of the Rank function appears in the bottom of the window. Module 21: Working with Oracle Business Intelligence Answers 278 E Oracle BI Suite Enterprise Edition 10g Bootcamp
v. Click OK.
vi. Click OK and verify that your results are ranked.
vii. In the Dollars column, click the Edit Formula button. viii. Complete the syntax by adding the by statement to the expression in the Column Formula field: Rank(SalesFacts.Dollars*1.10 by ). ix. With your cursor at the end of the expression in the Column Formula field (inside the parentheses), add the State column by clicking the Column button and selecting State.
x. Select the Custom Headings check box. xi. In the Column Heading field, enter RANK(Dollars By State). xii. Click OK. Module 21: Working with Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 279 xiii. Click the Criteria tab to check your request:
c. Change the format of the column to eliminate the $ sign from the custom formatting because now you will be showing results as a rank. i. In the RANK(Dollars By State) column, click the Column Properties button. ii. Click the Data Format tab. iii. In the Treat Numbers As drop-down list, select Number. iv. Click OK. d. Click the Results tab to view the results.
26. Save the request to the My Sales folder. a. Click the Save button. The Choose Folder dialog box is displayed. b. Verify that the Folder field indicates My Folders: My Sales. c. Enter Ranked Sales by State in the Name field. d. Click OK. Module 21: Working with Oracle Business Intelligence Answers 280 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Solutions 21-1: Creating Requests in Oracle Business Intelligence Answers Answers 8. List the columns in the Customers table: Region, Sales District, Sales Rep, Customer, Address, Phone, City, State, and Route Code 9.a. In the Customers table, click the State column. What happens in the right pane? The State column is added to the request criteria. 9.b. In the Customers table, click the Customer column. What happens in the right pane? The Customer column is added to the request criteria. 10.b. What are three ways to review results in the table format? Click the Results tab, click the Table button, or click the Display Results button. 10.e. How many rows of data are in the table for this request? 136 13.c. Click Sales by State. What happens? The request is executed and the results are displayed in the workspace. 13.d. Click the Modify button. What happens? The request is ready for editing.
Module 22: Filtering Requests in Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 281
Practice 22-1: Adding Filters to a Request Goals To add a column filter to constrain a request to obtain results that answer a particular question and to limit results to specific months Scenario Add a filter that allows you to filter results based on region, state, and city. Time 10 15 minutes Instructions 1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. To do this, click Start > Programs > Oracle Business Intelligence > Presentation Services and enter Administrator in the User ID and Password fields. 2. Add filters to your saved request. a. Click the Answers link. b. Open the Formatted Sales By State request. i. Click the Catalog tab (in the selection pane). ii. Select My Folders > My Sales and expand the My Sales folder. iii. Click the saved request, Formatted Sales By State. iv. Click the Modify button. c. Add a filter to show records only from the West region. Note that you dont want to add the Region column to your results. i. Click Region in the Customers table. The Region column is added to the Columns section on the Criteria tabbed page. ii. Click the Column Properties button in the Region column. The Column Properties dialog box is displayed. iii. Click the Column Format tab. iv. Check the Hide check box at the upper-right corner. v. Click OK. vi. Click the Add Filter button in the Region column. The Create/Edit Filter dialog box is displayed. vii. In the right panel, click All Choices, and then click West. Note that West is added to the Value field. Module 22: Filtering Requests in Oracle Business Intelligence Answers 282 E Oracle BI Suite Enterprise Edition 10g Bootcamp
viii. Click East. Note that it is added as a second value.
ix. Click OK. x. Note that you are returned to the Criteria tab and that in the Filters section you have a new filter called Region is equal to / is in West, East.
xi. Click the Filter Options button and select Edit Filter. xii. In the Create/Edit Filter window, click the Delete button next to the East value. xiii. Click OK.
d. Add another filter value to show records only from 1999. Follow the steps above, using the Periods table and the Year column. e. Check your filters:
f. How would you change the AND to an OR in your filters?
g. Click the Results tab to view the results.
h. How many records appear?
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i. Save the filter for use with other content. i. Click the Criteria tab. ii. Click the Save Filter button. The Save Filter dialog box is displayed. iii. Click the My Filters folder. My Filters: Supplier Sales appears in the Folder text box. iv. Enter West Region, 1999 in the Name field. v. Click OK. j. Save the existing request with the filter. i. Click the Save button. ii. Select My Folders > My Sales. iii. Name the request Formatted Sales by State, West Region 1999. iv. Click OK. 3. Create a filter for the current and previous month using variables. a. Click the Answers link. b. Open the Sales by State request in the My Sales folder. c. Click the Modify button. d. Add the Month column to the request by selecting Periods, and then Month in the selection pane. e. Click the Add Filter button in the Month column. f. In the filter Operator field, choose is equal to / is in. g. Change Value to Variable by clicking the Add button and selecting Variable, and then Repository from the drop-down list. Note: The administrator has predefined variables called CURRENT_MONTH and PREVIOUS_MONTH. h. In the Server Variable field, enter CURRENT_MONTH. i. Click the Add button and select Variable, and then Repository from the drop-down list. j. In the Server Variable field, enter PREVIOUS_MONTH. k. Click OK. l. Click the Results tab to review the results. m. Save the request as Sales by State for Current and Previous Month in the My Sales folder. Module 22: Filtering Requests in Oracle Business Intelligence Answers 284 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Solutions 22-1: Adding Filters to a Request Answers 2.f. How would you change the AND to an OR in your filters? Click the AND. 2.h. How many records appear? 29 Module 22: Filtering Requests in Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 285
Practice 22-2: Adding a Column Filter Prompt to a Request Goals To use a column filter prompt to constrain a request to obtain results that answer a particular question Scenario Build a column filter prompt that allows you to filter results based on region, state, and city. Time 10 15 minutes Instructions 1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. 2. Create a request. a. Click the Answers link. b. Select the SupplierSales subject area. c. Create the following request:
3. Add a column filter prompt. a. Click the Prompts tab. b. Select Create Prompt > Column Filter Prompt. The Column Filter Properties dialog box opens. c. In the Caption field, enter Filter by Region. This caption will appear to the user. d. In the Description field, enter Filter by Region. Descriptions are displayed when administrators use the Catalog Manager. e. In the Filter on Column drop-down list, select the Region column. f. In the Operator drop-down list, select is equal to / is in. g. Under How should the user choose a value or values?, accept the defaults: Select it from a drop-down list and Single Value Only. h. Under What values should be shown to the user?, select Limited Values. Limiting values prevents a user from choosing values that would result in no data. In this example, when a Region is selected in the first prompt, only states within that region will be available for selection in the next prompt. i. Select Allow user to skip prompt. This will cause a Skip Prompt option to appear. The user can then click this option to bypass a selection for this filter. Module 22: Filtering Requests in Oracle Business Intelligence Answers 286 E Oracle BI Suite Enterprise Edition 10g Bootcamp
j. Check your work:
k. Click OK. The prompt is added to the request.
4. Test the prompt. Module 22: Filtering Requests in Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 287
a. Click the Test Prompts button. The prompt appears in a separate window. Notice the Skip Prompt option:
b. Click the drop-down list and verify that three regions appear: Central, East, and West.
c. Close the window where the prompt appears. 5. Repeat the steps outlined above and build two more column filter prompts: one for State, and one for City. Use the screenshots below as a guide. a. State column filter prompt:
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b. City column filter prompt:
6. Set the execution order of the column filter prompts. a. If necessary, use the up and down arrows to move the prompts so they appear in the following order:
7. Test your work. a. Click Test Prompts. b. In the Filter By Region prompt, select West from the drop-down list. The next prompt, Filter By State, appears automatically. c. In the Filter By State prompt, select CA (California) from the drop-down list. Notice that only states in the West region appear. The next prompt, Filter By City, appears automatically.
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d. In the Filter By City prompt, select San Francisco from the drop-down list. Notice that only cities in California appear. The filtered request appears, displaying customers who are in the West region, in the state of California, in the city of San Francisco.
e. Close the prompt test window. 8. Save the request as My Column Filter Prompts in the My Sales folder. 9. Leave Answers open for the next practice. Module 22: Filtering Requests in Oracle Business Intelligence Answers 290 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 22-3: Adding an Image Prompt to a Request Goals To add an image prompt to an Oracle Business Intelligence request Scenario Create an image prompt for a map image that users click to return results filtered by region. Time 10 15 minutes Instructions 1. Save an image file in the inetpub\Wwwroot directory so that the Oracle BI Presentation Server can locate the file. a. In Windows Explorer, navigate to D:\labs. b. Copy the file USAMap.jpg. This image has already been defined with hot spots for the purposes of this practice. The image is a United States map with three drillable regions defined: West, Central, and East. c. Paste the file into D:\Inetpub\Wwwroot. 2. Create the following request:
3. Create an image prompt. a. Click the Prompts tab. b. Select Create Prompt > Image Prompt. c. In the Caption field, enter Click a region on the map to see total region revenue by customer. d. In the Image URL field, enter http://localhost/USAMap.jpg. e. Navigate to D:\labs and open the file USAMap.txt. This file has the appropriate HTML <map> tags and data for the USAMap.jpg file, including the hot spots and image coordinates. Module 22: Filtering Requests in Oracle Business Intelligence Answers E Oracle BI Suite Enterprise Edition 10g Bootcamp 291
f. Select and copy the contents of USAMap.txt and paste them into the HTML image map field.
g. Click Extract Image Map from HTML. The Image Map Prompt Properties dialog box expands to show the area titles, shapes, and coordinates entered in the HTML field. h. Enter the following values. Area Title can be any value. Column needs to be a fully qualified column name in the format Table.Column. The Value column must display values contained in the request table. Column and Value are case-sensitive. Area Title Column Value West Customers.Region West Central Customers.Region Central East Customers.Region East i. Check your work.
j. Click OK. The image prompt is displayed on the Prompts tab.
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k. Click Test Prompts.
l. Move your cursor over the different regions of the map and verify that the region names appear. m. Drill down on the West region. n. Verify that you see the expected results.
o. Close the prompt test window. p. Save the request as My Image Prompt in the My Sales folder. 4. Leave Answers open for the next practice.
Module 23: Oracle Business Intelligence Answers Advanced Features E Oracle BI Suite Enterprise Edition 10g Bootcamp 293
Practice 23-1: Combining Requests Using Set Operations Goals To combine the results of two requests using union, union all, intersect, and minus set operators Time 1015 minutes Instructions: 1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. To do this, click Start > Programs > Oracle Business Intelligence > Presentation Services and enter Administrator in the User ID and Password text boxes. 2. Combine criteria from multiple requests using the Union set operator. a. Click the Answers link to navigate to the Answers start page. b. Select the SupplierSales subject area. c. Create the following request and filter:
d. Click Combine with Similar Request. The Subject Area list appears.
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e. Select the SupplierSales subject area. The Set Operations page appears.
f. Click column names in the selection pane to create the following request and filter:
Please note that the number of columns and data types must be consistent. Module 23: Oracle Business Intelligence Answers Advanced Features E Oracle BI Suite Enterprise Edition 10g Bootcamp 295
g. Click the Set button and select the Union set operator (Union is the default).
h. Click the Results tab to display the combined, nonduplicate rows (union) from all requests. In this example, the table displays all customers with revenue between five thousand and twenty thousand.
3. Combine criteria from multiple requests using the Union All set operator. a. Click the Criteria tab to return to the Criteria view. b. Click the Set button and select the Union All set operator.
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c. Click the Results tab to display all rows from all requests (Union All). In this example, the table displays all customers with revenue between five thousand and twenty thousand, and includes dollar values that meet criteria from both requests.
4. Combine criteria from multiple requests using the Intersect set operator. a. Click the Criteria tab to return to the Criteria view. b. Click the Set button and select the Intersect set operator.
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c. Click the Results tab to display all rows that are common to both requests (Intersect). In this example, the table displays all customers with revenue between ten thousand and fifteen thousand.
5. Combine criteria from multiple requests using the Minus set operator. a. Click the Criteria tab to return to the Criteria view. b. Click the Set button and select the Minus set operator.
c. Click the Results tab to display all rows from the first request that are not in the other request (Minus). In this example, the table displays all customers with revenue between five thousand and ten thousand.
6. Save the combined request as Customers Revenue Between Five and Ten Thousand in the My Sales folder. 7. Leave Answers open for the next practice. Module 23: Oracle Business Intelligence Answers Advanced Features 298 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 23-2: Executing a Direct Database Request Goals To create and issue a database request directly to a physical back-end database Scenario Use Oracle Business Intelligence Answers to set the appropriate privilege to execute direct database requests and then create, display, and manipulate a direct database request. Time 1520 minutes Instructions: 1. Set the privilege to allow the Administrator user to create and issue direct database requests. Any user can execute a direct database request, provided that the Administrator has granted the user this privilege. a. Click the Settings link and select Administration. The Oracle BI Presentation Services Administration window opens.
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b. Click the Manage Privileges link. The Privilege Administration window opens.
c. Scroll to the Answers section.
d. Locate the Execute Direct Database Requests privilege. e. Click (not permitted). The Change Privilege Permissions window opens.
f. Click the Show users and groups link. Module 23: Oracle Business Intelligence Answers Advanced Features 300 E Oracle BI Suite Enterprise Edition 10g Bootcamp
g. Next to Administrator, click Add to give the Administrator the privilege to execute direct database requests.
h. Click Finished in the Change Privilege Permissions window. i. Click Finished in the Privilege Administration window. j. Click Close Window in the Oracle BI Presentation Services Administration window. 2. Create and execute a request in Oracle Business Intelligence Answers. You compare the results of this request with the results of a direct database request in the next step. a. Click the Answers link b. Select the SupplierSales subject area. c. Create the following request and associated filters:
Please note: If you add the Region column to your request to create the filter, delete it from the request after creating the filter. Another way to do this is to press the CTRL key while clicking the column in the selection panel, which opens the Create/Edit Filter dialog box without adding the column to the request. d. Click Results and verify that the following results are returned:
3. Create and execute a direct database request. a. Click the Answers link. Module 23: Oracle Business Intelligence Answers Advanced Features E Oracle BI Suite Enterprise Edition 10g Bootcamp 301
b. On the Answers start page, click Create Direct Request.
c. In the Connection Pool field, enter Connection Pool. Include the double quotation marks. This is the name of the connection pool specified in the Physical layer of the repository. d. In the SQL Statement field, enter the following SQL statement: SELECT D1_customer2.Name, sum(D1_Orders2.ActlExtnd) FROM D1_customer2, D1_Orders2 WHERE ( D1_customer2.NewKey = D1_Orders2.CustKey and D1_customer2.Region = 'East' ) GROUP BY D1_customer2.Name having 2000000 < sum(D1_Orders2.ActlExtnd)
e. Click Validate SQL and Retrieve Columns and verify that the appropriate columns appear under Result Columns:
f. Click the Results tab and verify that the same results from the previous step are returned:
4. Leave Answers open for the next practice. Module 23: Oracle Business Intelligence Answers Advanced Features 302 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 303
Practice 24-1: Modifying Views Goals To modify the results of a request beyond the default format Scenario Add a chart to a request and rearrange how the various views within a request are displayed. Time 5 10 minutes Instructions In the following exercise, you add and arrange Chart, Table, and Title views within the Compound Layout view. 1. Start Oracle Business Intelligence Presentation Services and log in as Administrator. 2. Click Answers to clear the workspace and navigate to the Oracle BI Presentation Catalog where saved requests are stored. 3. Modify the Sales by State request. a. Select the saved request, Sales by State, from the catalog. b. Click Modify. c. From the SalesFacts folder, add the measures Units Ordered and Units Shipped to the Sales by State request. d. From the My Filters folder, click the West Region, 1999 filter you created previously to add it to the request. e. In the Apply Saved Filter dialog box, click OK. 4. Create a chart view. a. Click the Show results in a chart view button to display the results of the request. The default chart type is Vertical Bar. b. In the Graph drop-down list, at the top of the screen, select Horizontal Bar. c. Explore chart options. i. Click the General Chart Properties button to explore chart properties. Notice that data labels are set to the default, in which they are displayed when you move your cursor over them. ii. Click Cancel to close the General dialog box. iii. Click the Axis Titles and Labels button . Notice that you can set label properties for the axes in the chart and add custom labels and data formats for the display of data. iv. Click Cancel to close the Axis Titles & Labels dialog box. Module 24: Building Views and Charts in Requests 304 E Oracle BI Suite Enterprise Edition 10g Bootcamp
v. Click the Additional Charting Options button and explore the charting options, including setting gridlines and chart legends, defining behavior when a user clicks a chart, and setting borders and colors. vi. Click Cancel to close the Additional Charting Options dialog box. 5. Format the chart to display as a three-dimensional cylinder. a. In the Type drop-down list, select 3D. b. In the Style drop-down list, select Rectangle. 6. Add different facts to the chart. a. In the horizontal axis in the Columns section, uncheck the Dollars fact and select the check boxes for both Units Ordered and Units Shipped. b. Click the Redraw button (below the chart view) and notice the results. 7. Change the chart width by clicking and dragging the horizontal bar at the bottom of the chart two tick marks to the right. 8. Verify that the horizontal and vertical axes titles are displayed, create a title for the chart, and move the legend. a. Click the General Chart Properties button . The General dialog box is displayed. b. Select Custom Title and enter Western Sales 1999 in the field. c. Click OK. d. Verify that the title was added to the chart. e. Click the Additional Charting Options button. f. Select the Legend tab. g. Select Bottom in the Location drop-down list. h. Click OK. i. Verify that the legend moved from the default location to the bottom of the chart. j. Roll over the rectangles in the chart and verify that the data value is displayed. 9. Add position formatting to your chart. Set the Units Ordered bars to display as red and the Units Shipped bars to display as blue. a. Click the Format Chart Data button . The Format Chart Data dialog box is displayed. b. In the Positional tab, click the Color button for Position 1. c. In the Color Selector, select red and click OK. d. Click the Color button for Position 2. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 305
e. In the Color Selector, select blue, and click OK.
f. Click OK and verify your results.
10. Add conditional formatting to your chart to indicate states that have crossed a high threshold for units ordered. Build a condition to display Units Ordered as green in the chart if they exceed 100,000 units. a. Click the Format Chart Data button . b. In the Conditional tab of the Format Chart Data dialog box, click the Add Condition button and select Units Ordered. The Create/Edit Filter dialog box is displayed. c. Set the Operator to is greater than. d. Enter the value 100000. e. Click OK. Verify that the condition is listed in the Conditional tab of the Format Chart Data dialog box under the Units Ordered column. f. Click the Color button for the condition. Module 24: Building Views and Charts in Requests 306 E Oracle BI Suite Enterprise Edition 10g Bootcamp
g. In the Color Selector, select green and click OK.
h. Click OK. i. Verify that the Units Ordered bar in the chart turns green to indicate that California has more than 100,000 units ordered. 11. View the results in the Compound Layout. a. Select Compound Layout from the result view drop-down list.
b. Click the Chart button to add the chart to the Compound Layout. c. If necessary, scroll down to view the chart. 12. Change the title view in the Compound Layout. a. Scroll up to see the Title view. b. Select the Edit View button for the Title view. c. Enter Western Region Sales 1999 in the Title field. d. Deselect the Display Saved Name check box. e. Click OK at the upper-right corner. f. Verify that the title view is changed. 13. Move the views to change the display. a. Scroll down to the Chart view. b. Click the Chart view and drag it to the top of the Compound Layout. c. Click the Table view and drag it to the right of the Chart view. d. Drag the Title view to the top of the Compound Layout. e. Save the request as Western Region Sales with Chart in the My Sales folder. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 307
14. Notice the results when attempting to save a request using the same name as a saved request. a. Click the Save button. The Save Request dialog box is displayed. b. Click OK. c. Click Yes in the prompt to replace the existing file. 15. Leave Answers open for the next practice. Module 24: Building Views and Charts in Requests 308 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 24-2: Adding a Column Selector to a Request Goals To add a column selector to a request Scenario You need to add a column selector view to enable users to dynamically change the columns that appear in a request. Time 5 10 minutes Instructions Using the Column Selector view in your Compound Layout view, you can provide a quick way for users to select a column for which they would like to view sales fact results. 1. Click the Answers link to clear the workspace and return to the Answers start page. 2. Click the SupplierSales subject area. 3. Create the following request:
4. Click the Results tab to view your results. By default, the results appear in a Compound Layout with a title view and a table view.
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5. Add a Column Selector view to the Compound Layout view. a. Click the Add View link and select Column Selector from the list.
b. In the Column 1 column (Customer), select the Include Selector option.
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c. Add choices to the column selector by clicking the following columns in the selection pane: Periods.Month, Periods.Year, Customers.Region, Customers.State.
d. Click OK to return to the Compound Layout view. e. Scroll to the bottom and locate the Column Selector view. f. Drag the Column Selector view above the Table view in the Compound Layout. . 6. Use the Column Selector to modify the table results. a. Select Region from the Column Selector drop-down list and notice the results.
b. Select the other columns from the Column Selector and notice the results. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 311
7. Save your request as My Column Selector in the My Sales folder. 8. Leave Answers open for the next practice. Module 24: Building Views and Charts in Requests 312 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 24-3: Performing Common Tasks in Views Goals To perform some common tasks while working with views Scenario While working with the various results views, you perform common tasks such as creating a Compound Layout, adding a chart, duplicating a view, previewing how a view will appear in an Interactive Dashboard, adding a Title view, adding a Column Selector view, and displaying an image in a view. Time 15 20 minutes Instructions: 1. Create a Compound Layout view. a. Create the following request and associated filter:
Please note: If you add the Region column to your request to create the filter, delete it from the request after creating the filter. b. Click Results:
c. Click the Chart button to add a Chart view. d. Click OK to return to the Compound Layout view. e. Drag the Chart view above the Table view in the Compound Layout. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 313
f. Verify your work:
2. Create a duplicate of the Chart view. Duplicating a view is useful when you want to make changes to a view while preserving the original view, or when you want to create a new view based on an existing view. a. Click the Edit View button for the Chart view. b. Click the Duplicate View button at the top of the workspace. c. Select Duplicate View from the list. d. Notice that the duplicate view has the numeral 2 appended to it.
e. Change the chart type to Horizontal Bar. f. Deselect the check box for the Units Ordered column on the horizontal axis. g. Select the check box for the Dollars column on the horizontal axis. Module 24: Building Views and Charts in Requests 314 E Oracle BI Suite Enterprise Edition 10g Bootcamp
h. Click Redraw and check your work.
i. Select Compound Layout from the view drop-down list. j. Select Add View > Chart: 2. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 315
k. Drag the Chart (2) view above the Table view and below the original Chart view.
3. Add a Column Selector view to the Compound Layout view. a. Select Add View > Column Selector. b. In the Column 1 column (Customer), select the Include Selector check box. Module 24: Building Views and Charts in Requests 316 E Oracle BI Suite Enterprise Edition 10g Bootcamp
c. Add choices to the column selector by clicking the following columns in the selection pane: Periods.Month, Periods.Year, Customers.Sales Rep, and Customers.State.
d. Click OK to return to the Compound Layout view. e. Scroll to the bottom, locate the Column Selector view, and drag it above the Chart view. f. Check your work:
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g. Select Month from the Column Selector drop-down list and observe the results:
h. Select the other columns from the Column Selector drop-down list and observe the results. 4. Add a title to the Compound Layout view. a. Click the Edit View button for the Title view located at the top of the workspace. b. Select Display Saved Name. When the request is saved, the saved name will appear as the title. c. Click the Edit button to the right of the Title field. d. Make your choices for font, cell, and border options, and then click OK. e. In the Subtitle field, enter West Region. f. Click the Edit button to the right of the Subtitle field. g. Make your choices for font, cell, and border options, and then click OK. Notice that if Display Results is checked, the results are displayed. h. In the Logo field, type fmap:Images/report_salesVolume.jpg to display an image in the Title view. This image file is located in D:\OracleBI\web\app\res\s_oracle10\images. i. Click the Edit button to the right of the Logo field. j. Make your formatting choices, and then click OK. k. In the Started Time drop-down list, select Display Date and Time to identify when the request started to execute. l. Click OK to return to the Compound view layout. m. Save the request in the My Sales folder as Units Ordered/Shipped Revenue. Module 24: Building Views and Charts in Requests 318 E Oracle BI Suite Enterprise Edition 10g Bootcamp
n. Check your work. Your Title view should look similar to the following:
5. Preview how the view will appear on an Intelligence Dashboard. a. Click the Preview button near the top of the workspace. The dashboard preview appears in a new window.
b. Click the Close button to close the preview window. 6. Leave Answers open for the next practice. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 319
Practice 24-4: Using the Table View Goals To use the Table view to show results in a standard table. Scenario You use the Table view to display column totals and grand totals, combine values into bins, and specify Table view properties, such as location of paging controls, number of rows per page, green bar styling, and column and table headings. Time 15 20 minutes Instructions: 1. Create the following request and associated filters:
Please note: If you add the Year column to your request to create the filter, delete it from the request after creating the filter. Module 24: Building Views and Charts in Requests 320 E Oracle BI Suite Enterprise Edition 10g Bootcamp
a. Click Results.
2. Specify report totals. a. Click the Edit View button for the Table view. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 321
b. To add a grand total for the report, click the Grand Total button at the top of the workspace. A grand total is added to the bottom of the table.
c. Click the Grand Total button again to verify that the option Report-Based Total is selected.
This option is selected by default. If this option is not selected, the Oracle BI Server calculates the total based on the entire result set before applying any filters to the measures. d. Click the Grand Total button again and select the Format Labels option. Specify caption, cell, font, and border options as desired. e. Click the Grand Total button again and select the Format Measure Values option. Specify cell, font, and border options as desired. f. Click the Total By button for the Month column to apply totals for the individual column. g. If desired, click the Total By button for the Month column again to modify the format for labels and measure values. Module 24: Building Views and Charts in Requests 322 E Oracle BI Suite Enterprise Edition 10g Bootcamp
h. Your request should look similar to the following:
3. Combine values into bins. a. Click the Edit Formula button for the Day column. The Edit Column Formula dialog box opens. Notice the column formula. b. Click the Bins tab. c. Click Add Bin. You want to build bins that will compare revenue in the first half of the months with revenue in the second half of the months. d. In the Create/Edit Filter dialog box, create a filter where Day is between 19980201 and 19980214. e. Click OK. f. In the Edit Bin Name field, enter February First Half. g. Click OK. h. Add another bin called February Second Half with a filter where Day is between 19980215 and 19980228. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 323
i. Repeat the steps and create two more bins: March First Half and March Second Half.
j. Click the Column Formula tab and examine the column formula created when you built the bins.
k. Click OK to close the Edit Column Formula dialog box. Module 24: Building Views and Charts in Requests 324 E Oracle BI Suite Enterprise Edition 10g Bootcamp
l. Your results should look similar to the following:
4. Specify Table view properties. a. Click the Edit Formula button for the Day column. b. Click the Bins tab. c. Click Clear All. d. When prompted with the Clear Bins message, click No to revert to the original formula. e. Click OK to close the Edit Column Formula dialog box. The table reverts to its original format. f. Click the Criteria tab. g. Delete the filter Name is equal to / is in 2 nd & Goal Sports Caf. h. Add the Region column and a filter where Region is equal to / is in Central. i. Delete the Region column. j. Click Results. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 325
k. Click the Table View Properties button near the top of the workspace. The Edit View dialog box opens.
l. Experiment with specifying the Table view properties: paging controls, rows per page, display column and table headings, and green bar styling. m. When you are done, save the request in the My Sales folder as My Table View. 5. Leave Answers open for the next practice. Module 24: Building Views and Charts in Requests 326 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 24-5: Working with Views Goals To add a variety of views to results. Scenario You add a variety of views to the results of a request to help you look at data in meaningful and intuitive ways. Preparing multiple views of results helps users to identify trends and relationships in data. You create a request and add Filters, Legend, Narrative, Ticker, and Logical SQL views. Finally, you add a View Selector view so that users can choose the view thats useful to them. Time 15 20 minutes Instructions: 1. Create the following request:
2. Click Results. 3. Add a Filters view. a. Select Add View > Filters to add a Filters view. b. Drag the Filters view above the Table view and below the Title view. c. Drill down on the Central region. d. Notice how the Filter view changes after drill down. This is because drilling down limits the result set and automatically creates a filter. The Filter view tracks the results. e. Drill down on the Gulf sales district. f. Drill down on Mary Silver. g. Check your results:
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h. Click the Criteria tab. Notice that columns and filters have been automatically added to the original request.
i. Remove all filters. j. Remove the Sales Rep and Customer columns. 4. Add a Legend view. a. Create a conditional format for the Dollars column where the background cell color for dollars less than one million is red, dollars between one million and two million is yellow, and dollars greater than two million is green.
b. Click Results. c. Delete the Filters view you created in an earlier step. d. Select Add View > Legend. e. Set legend items per row to 3. Module 24: Building Views and Charts in Requests 328 E Oracle BI Suite Enterprise Edition 10g Bootcamp
f. Populate title and items based on the following screenshot. Use the Sample Text format buttons to set colors to match those used in the conditional formatting for the Dollars column.
g. Click OK to return to the Compound Layout view. h. Check your work.
5. Add a Narrative view. a. Select Add View > Narrative. b. In the Prefix field, enter This report shows sales by sales district. The sales districts are:. c. Select the text in the Prefix field and click the Bold button . Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 329
d. Place your cursor at the end of the text, after the close bold tag, and click the Line Break button twice. e. In the Narrative field, enter @2. This will include the results from the second column (Sales District) in the narrative text. You use @n to return results from a column, where n represents the desired column based on the sequence of columns in the request. In this example, Sales District is the second column in the request. f. Place your cursor after @2 and click the Line Break button. g. In the Postfix field, enter Please address sales marked as red. h. Bold the text in the Postfix field. i. Place your cursor at the beginning of the text in the Postfix field, before the bold tag, and click the Line Break button once. j. Check your work.
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k. Click OK to return to the Compound Layout view and check your results.
6. Add a Ticker view. a. Select Add View > Ticker. b. In the Beginning Text field, enter Total Sales by Sales District between the <tr> and <td> tags. c. In the Row Format field, enter @2[br/]@3. This will display data from columns two and three in separate rows in the ticker. Column 2 is Sales District and column 3 is Dollars. Module 24: Building Views and Charts in Requests E Oracle BI Suite Enterprise Edition 10g Bootcamp 331
d. Check your work.
e. Accept all other defaults and click OK to return to Compound Layout view.
7. Add a Logical SQL view. This view is useful for Administrators and developers for debugging purposes, and is usually not included in results for typical users. a. Select Add View > Logical SQL. b. Verify that a logical SQL view was added to the Compound Layout and that the logical SQL for the query appears.
8. Add a View Selector view. This view allows users to select among available views and display the most useful view. a. Select Add View > View Selector. Module 24: Building Views and Charts in Requests 332 E Oracle BI Suite Enterprise Edition 10g Bootcamp
b. In the Caption text box, enter Select a view: c. Set the Caption Position to Above. d. Select the Table view in the Available Views list and click the right-arrow button to add it to the Views Included list. e. Repeat the above step to add the following views to the Views Included list: Logical SQL, None, and Narrative. f. In the Views Included list, select the None view and click the down-arrow button to move it to the bottom of the list. The views appear in the list in the order that they appear in the view selector. Note that you can also rename views in the list to give them names that are more meaningful to your users. g. Check your work.
h. Click OK. i. Scroll down to the bottom of the Compound Layout. In the View Selector view, toggle between the different available views and verify that each is displayed. 9. Save the request as My Views. 10. Leave Answers open for the next practice. Module 25: Showing Results with Pivot Tables E Oracle BI Suite Enterprise Edition 10g Bootcamp 333
Practice 25-1: Showing Results with Pivot Tables Goals To use the Pivot Table view to display results in Oracle Business Intelligence Answers Scenario You use a Pivot Table view to take row, column, and section headings and swap them around to obtain different perspectives of the data. You create multiple drop-down lists for attributes; add totals; override default aggregation rules for measures; display an items relative value; use calculations; and modify pivot table formatting. Time 2025 minutes Instructions 1. Create a request and add a Pivot Table view. a. Create the following request and associated filter:
b. Click the Pivot Table button at the top of the workspace to add a Pivot Table view. The Pivot Table template appears.
c. Drag Year and Region to the Pages section to create a prompt for the pivot table. d. Drag Generic Description to the Columns section. Make sure Generic Description is below Measure Labels. Module 25: Showing Results with Pivot Tables 334 E Oracle BI Suite Enterprise Edition 10g Bootcamp
e. Check your work:
f. Verify that Display Results is selected. If not, select it. g. Your results should look similar to the following:
2. Create separate drop-down lists for each of the attributes in the Pages layout area. a. Click the More Options button for Region and select Start New Page Drop Down.
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b. Check your results. Notice that there are now two drop-down lists in the pivot table.
3. Add totals to the pivot table. a. Click the Totals button in the Columns area and select After. b. Click the Totals button in the Rows area and select After. c. Your results should look similar to the following:
4. Override the default aggregation rule for the Dollars measure. The default aggregation rule is specified in the Oracle Business Intelligence repository, or by the original author of a report. In this example, the default aggregation rule for Dollars is SUM. a. What is the total dollar amount for 2 nd & Goal Sports Caf? You compare this value with the value after you override the default aggregation rule in the next steps.
b. Click the More Options button for the Dollars measure. Module 25: Showing Results with Pivot Tables 336 E Oracle BI Suite Enterprise Edition 10g Bootcamp
c. Select Aggregation Rule > Average.
d. What is the total dollar amount now for 2 nd & Goal Sports Caf?
e. Check your results. Notice that the total dollar amount is now the average rather than the sum.
f. Experiment with some of the other available aggregation rules and notice how the value changes for total dollars. g. After you finish, reset the aggregation rule to Default. 5. Add green bar styling and formatting to the Pivot table to make it more visually appealing. a. Click the Pivot Table View Properties button near the top of the workspace. The Edit View dialog box is displayed. b. Select the Enable alternating row green bar styling check box. c. In the alternate drop-down list, select All Columns. d. If desired, click the Set alternate format button to modify the formatting of the alternating rows. e. Click OK to close the Edit View dialog box. Module 25: Showing Results with Pivot Tables E Oracle BI Suite Enterprise Edition 10g Bootcamp 337
f. Check your work. Your results should look similar to the following:
6. Add formatting for sections and section content. a. Drag Region from Pages to Sections. Notice that the Pivot table is now divided into three sections, one for each region.
b. Click the Section Properties button . c. Change the column heading display to Left. d. Click OK to close the Sections Properties dialog box. e. Check your work. Your results should look similar to the following:
7. Show dollars as a percentage of the total for each section. a. Click the More Options button for Dollars. b. Select Duplicate Layer.
c. Click the More Options button for the Dollars column that you just created, and select Format Headings. The Edit Format dialog box is displayed. d. In the Caption field, enter % Dollars. Module 25: Showing Results with Pivot Tables 338 E Oracle BI Suite Enterprise Edition 10g Bootcamp
e. Click OK. f. Click the More Options button for % Dollars, and select Show Data As > Percent of > Section.
This displays the percentage of the section that this value constitutes. g. Your results should look similar to the following:
h. Which customer in the Central region bought the highest percentage of sugar in 1998?
i. Which customer in the Central region bought the highest percentage of white sugar in 1999?
8. Build a calculation that identifies combined dollar sales and percentages for powdered sugar and white sugar only. a. Click the More Options button for the Generic Description column. b. Select New Calculated Item. The Calculated Item dialog box opens. c. In the Name field, enter Powdered & White. d. In the Function drop-down list, select Sum. Module 25: Showing Results with Pivot Tables E Oracle BI Suite Enterprise Edition 10g Bootcamp 339
e. On the right, select the Powdered Sugar and White Sugar values.
f. Click OK to close the Calculated Item dialog box. g. Your results should look similar to the following:
h. Which customer in the Central region purchased the highest percentage of powdered and white sugar in 1998?
i. Save the request as My Pivot in the My Sales folder. 9. In the Choose a result view drop-down list, select Compound Layout.
10. Delete the Table view in the Compound Layout view. 11. Click the Pivot Table button to add the pivot table to the Compound Layout. 12. Save the request again. 13. Leave Answers open for the next practice. Module 25: Showing Results with Pivot Tables 340 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Solutions 25-1: Showing Results with Pivot Tables Answers 4.a. What is the total dollar amount for 2 nd & Goal Sports Caf? $3434 4.d. What is the total dollar amount now for 2 nd & Goal Sports Caf? $1145 7.h. Which customer in the Central region bought the highest percentage of sugar in 1998? Penn Brewery: 18.7% 7.i. Which customer in the Central region bought the highest percentage of white sugar in 1999? Demos Steak and Spaghetti House: 4.6% 8.h. Which customer in the Central region purchased the highest percentage of powdered and white sugar in 1998? Demos Steak and Spaghetti House: 6.3% Module 26: Creating Interactive Dashboards E Oracle BI Suite Enterprise Edition 10g Bootcamp 341 Practice 26-1: Creating a New Interactive Dashboard Page Goals To create a new Interactive Dashboard page in Oracle Business Intelligence and populate it with content Scenario You create a new Interactive Dashboard and populate it with request content created in previous practices. Time 510 minutes Instructions You now build a page in My Dashboard containing a report you created in an earlier practice. This dashboard presents you with regional sales data when you load it after logging in to Oracle Business Intelligence Presentation Services. 1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. 2. Click the Dashboards link. 3. Click the Page Options button and select Edit Dashboard in the upper-right corner. 4. Create a new Interactive Dashboard page. a. Click the Add Dashboard Page button . The Add Dashboard Page dialog box is displayed. b. Enter Western Region Analytics in the Page Name field. c. Click OK. Notice that the new Interactive Dashboard page has one column by default. 5. Add a request to the section. a. Expand the My Sales folder. b. Drag the Western Region Sales with Chart request onto the default column. Notice that a section is added and the request is embedded in it.
c. Rename the report in the dashboard. Module 26: Creating Interactive Dashboards 342 E Oracle BI Suite Enterprise Edition 10g Bootcamp i. Click the Rename button for the Western Region Sales with Chart report object in the Dashboard Editor. ii. In the Rename dialog box, change the name to Western Region Sales. iii. Click OK. d. Click the Save button in the upper-right corner. e. Select the Western Region Analytics page in the Interactive Dashboard and verify that it includes the request.
f. Which view do you see in the dashboard page?
Module 26: Creating Interactive Dashboards E Oracle BI Suite Enterprise Edition 10g Bootcamp 343 Solutions 26-1: Creating a New Interactive Dashboard Page Answers 5.f. Which view do you see on the dashboard page? Compound Layout view Module 26: Creating Interactive Dashboards 344 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 26-2: Using Prompts to Filter Interactive Dashboard Data Goals To create a prompt and add it to an Interactive Dashboard Scenario You add a Presentation variable to a request to be populated by a dashboard prompt. You then create an Interactive Dashboard prompt and add it to the Interactive Dashboard page created in the previous practice. Time 1015 minutes Instructions 1. Prepare a request to use Interactive Dashboard prompts, including a Presentation variable. a. Click the Answers link. b. Select the Sales By State request from the My Sales folder. c. Click Modify. d. In the selection panel, add the Customers > Region column. e. Click the Add Filter button in the Region column. The Create/Edit Filter dialog box is displayed. f. Set the filter operator to is prompted and click OK. g. Click the Add Filter button in the State column. The Create/Edit Filter dialog box is displayed. h. Enter AZ in the Value field to create an initial value for the prompt. i. Click OK. j. Click the Edit Formula button in the Region column. The Edit Column Formula dialog box is displayed. k. Select the Custom Headings check box and enter Region Variable as the Column Heading. l. In the Column Formula field, select the Customers.Region column and press the Delete key. m. Click the Variable button and select Presentation. The Insert Variable dialog box is displayed. Module 26: Creating Interactive Dashboards E Oracle BI Suite Enterprise Edition 10g Bootcamp 345 n. Enter FavoriteRegion as the Variable Name and do not set a default value.
o. Click OK. p. Add single quotation marks around the variable in the Column Formula field. Because the variable will be treated as a string, it requires single quotation marks in the formula.
q. Click OK. r. Save the request as Sales by Region - State in the My Sales folder. 2. Create the prompt. a. Click the Answers link. b. Click the New Dashboard Prompt button in the selection pane beneath the Catalog tab. c. Select the Supplier Sales subject area from the Subject Area pop-up window. d. Select Page from the Scope drop-down list to limit the filters scope to the current page in the Interactive Dashboard. e. Expand the Customers table and select the Region column.
Module 26: Creating Interactive Dashboards 346 E Oracle BI Suite Enterprise Edition 10g Bootcamp f. Set or enter the following: Operator is equal to/is in Control Drop-down list Label Select Region: g. In the Set Variable column, select PresentationVariable from the drop-down list and enter FavoriteRegion in the text field.
h. In the Customers table in the selection pane on the left side, select the State column. i. Set or enter the following: Operator is equal to/is in Control Drop-down list Label Select State: j. Select the Constrain check box to constrain values for the State prompt based on the value selected for the Region prompt. Deselect the (All Choices) check box. k. Save the prompt as Region and State Prompt in the My Sales folder. 3. Edit the Western Region Analytics page to add the dashboard prompt you created. a. Click the Dashboards link. b. Click the Page Options button and select Edit Dashboard in the upper-right corner. c. Select Western Region Analytics from the Page drop-down list.
d. Click the Add Column button. A new column is added on the right. e. Drag Section 1 from the left column to the right column.
f. Expand the My Sales folder. g. Drag the Region and State Prompt object onto the empty column on the left. Module 26: Creating Interactive Dashboards E Oracle BI Suite Enterprise Edition 10g Bootcamp 347 h. Drag the Sales By Region - State object below the Region and State Prompt object.
i. Click Save. j. Click the Collapse button for the Western Region Sales request in the dashboard page so that you can view the prompt without distraction. Note: When the dashboard displays, the Region Variable is not populated in the request and the initial value for State is AZ.
4. Test the prompt. a. In the Select Region: drop-down list, select West. b. Click the Select State: drop-down list. Notice that all the available states are in the West region due to the constraint you set. c. Select CA from the prompt drop-down list. Module 26: Creating Interactive Dashboards 348 E Oracle BI Suite Enterprise Edition 10g Bootcamp d. Click Go. Notice that the data in the request changes to show only data from California and that the dashboard prompt has set the FavoriteRegion Presentation variable to West based on the prompt.
5. Leave Answers open for the next practice. Module 27: Configuring Interactive Dashboards E Oracle BI Suite Enterprise Edition 10g Bootcamp 349
Practice 27-1: Embedding Content in an Interactive Dashboard Goals To add content other than requests to an Interactive Dashboard Scenario You have an Interactive Dashboard with content generated by Oracle Business Intelligence requests. You want to add additional content from sources other than a request. You add a folder object and embed a PDF file and an HTML link. Time 10 15 minutes Instructions 1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. 2. Click the Page Options button and select Edit Dashboard. 3. Select Western Region Analytics from the Page drop-down list. 4. Add an existing folder to display information on the dashboard page. a. Add a new column to the dashboard page. b. Click and drag a new Section object onto the right column. c. Click and drag the Folder object onto the new section you added in the previous step. d. Click the Properties button in the Folder object. e. In the Folder Properties dialog box, click the Browse button. f. In the Choose Folder dialog box, select the My Sales folder and click OK. g. Select the Expand check box. h. Click OK. Module 27: Configuring Interactive Dashboards 350 E Oracle BI Suite Enterprise Edition 10g Bootcamp
i. Click Save and view the results. You can collapse other objects on the Interactive Dashboard page to more easily view the column and folder you added.
5. Add an embedded content object. a. In Windows Explorer, navigate to D:\oracle\product\10.2.0\db_1\oui\guide. b. Copy the file oui.pdf. c. Paste the file into D:\Inetpub\Wwwroot. d. In Presentation Services, click the Page Options button and select Edit Dashboard. e. Drag the Embedded Content object onto the section below the Sales By Region - State request. f. Click the Properties button in the Embedded Content object. g. Enter the following values:
h. Click OK. i. Click Save. View the results in the dashboard. You may have to scroll down to see the embedded content. If the PDF file does not appear in the dashboard, you may have to minimize the browser to accept the Adobe license agreement. If Adobe asks if you want to check for updates, click Cancel. Module 28: Customizing the Oracle Business Intelligence User Interface E Oracle BI Suite Enterprise Edition 10g Bootcamp 351
Practice 28-1: Modifying Oracle Business Intelligence Cascading Style Sheets Goals To locate and modify cascading style sheets used for Oracle Business Intelligence Scenario You want to make global changes to the appearance of Interactive Dashboards and requests. You use cascading style sheets to make changes to the default font and colors. Time 30 minutes Instructions 1. Locate the folder containing the cascading style sheets (CSS) for Oracle Business Intelligence and create a backup copy of the folder. a. In Windows Explorer, navigate to D:\OracleBI\web\app\res and copy the s_oracle10 folder. b. Navigate to the D:\OracleBIData\web\res folder and paste the s_oracle10 folder. c. Rename the folder s_oracle10_backup. 2. View style sheet formatting for an existing request. You compare this current formatting with the results of your edits to the appropriate cascading style sheet. a. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. b. Click Answers. c. Select My Folders > My Sales > Formatted Sales By State. d. What is the background color of the table cells?
e. What is the background color of the column headings?
3. Edit the Views.css style sheet. a. In Windows explorer, navigate to D:\OracleBI\web\app\res\s_oracle10\b_mozilla_4. b. Right-click views.css and select Open With > Notepad. c. Find the .ResultsTable class and make the following edits: font-family times, serif font size 16pt background-color #F0E68C d. Find the .ColumnHdg class and make the following edits: Module 28: Customizing the Oracle Business Intelligence User Interface 352 E Oracle BI Suite Enterprise Edition 10g Bootcamp Font size 24pt background-color #48D1CC e. Save and close Views.css. 4. View the style sheet changes in Answers. a. Press and hold Ctrl and click the browser Refresh button (Ctrl + refresh the browser). If you do not get the expected results, restart Oracle BI Presentation Services. b. Select My Folders > My Sales > Formatted Sales by State. c. What is the background color of the table cells?
d. What is the background color of the column headings?
e. Navigate to other saved requests. Do other requests have the same style changes?
5. Restore the original views.css file. a. Delete the edited views.css file in D:\OracleBI\web\app\res\s_oracle10\b_mozilla_4. b. Copy the original views.css file from D:\OracleBIData\web\res\s_oracle10_backup\b_mozilla_4 to D:\OracleBI\web\app\res\s_oracle10\b_mozilla_4. c. Press and hold Ctrl + refresh the browser and verify that the original styles are applied. Note: If the browser refresh does not work properly, perform the following steps: i. Log out and close the browser window. ii. Delete the views.css file. iii. Copy the original views.css file back into D:\OracleBI\web\app\res\s_oracle10. iv. Open a new browser window. v. Clear the browser cache by selecting Tools > Internet Options > Delete Files. Additionally, clear the browser history. vi. Log back into Answers. Module 28: Customizing the Oracle Business Intelligence User Interface E Oracle BI Suite Enterprise Edition 10g Bootcamp 353
Solutions 28-1: Modifying Oracle Business Intelligence Cascading Style Sheets Answers 2.f. What is the background color of the table cells? Light blue 2.g. What is the background color of the column headings? Medium blue 4.c. What is the background color of the table cells? Gold 4.d. What is the background color of the column headings? Aqua blue 4.e. Navigate to other saved requests. Do other requests have the same style changes? Yes Module 28: Customizing the Oracle Business Intelligence User Interface 354 E Oracle BI Suite Enterprise Edition 10g Bootcamp Practice 28-2: Using Instanceconfig.xml to Administer Oracle Business Intelligence Answers Goals To use instanceconfig.xml to modify default settings in Oracle Business Intelligence Answers Scenario You use instanceconfig.xml to override some of the default settings in Oracle BI Answers. You specify the maximum number of records to process in a pivot table and the maximum number of populated cells to process in a pivot table. Time 1015 minutes Instructions: 1. Specify the maximum number of records to process in an Answers Pivot Table view. a. Navigate to D:\OracleBIData\web\config. b. Right-click instanceconfig.xml and open it with Notepad. c. At the end of the file, before the tag closing the ServerInstance definition, add the following entry: <CubeMaxRecords>1</CubeMaxRecords>.
d. Save and close instanceconfig.xml. e. Restart the Oracle BI Presentation Server service. f. Log in to Presentation Services as Administrator. g. Open the My Pivot request you created in an earlier practice. Module 28: Customizing the Oracle Business Intelligence User Interface E Oracle BI Suite Enterprise Edition 10g Bootcamp 355
h. Notice that the following error is returned:
i. What is the meaning of this error?
j. Modify the entry in instanceconfig.xml to <CubeMaxRecords>20000</CubeMaxRecords>. k. Restart the Oracle BI Presentation Server service. l. Log in to Presentation Services as Administrator. m. Open the My Pivot request you created in an earlier practice. n. Verify that the Pivot table records are returned as expected.
2. Specify the maximum number of populated cells to process in an Answers Pivot table. a. If necessary, open Instanceconfig.xml in Notepad. Module 28: Customizing the Oracle Business Intelligence User Interface 356 E Oracle BI Suite Enterprise Edition 10g Bootcamp b. Add the following entry: <CubeMaxPopulatedCells>1</CubeMaxPopulatedCells>.
c. Save and close instanceconfig.xml. d. Restart the Oracle BI Presentation Server service. e. Log in to Presentation Services as Administrator. f. Open the My Pivot request. g. Notice that the following error is returned:
h. What is the meaning of this error?
i. Modify the entry in instanceconfig.xml to <CubeMaxPopulatedCells>150000</CubeMaxPopulatedCells>. j. Restart the Oracle BI Presentation Server service. k. Log in to Presentation Services as Administrator. l. Open the My Pivot request. Module 28: Customizing the Oracle Business Intelligence User Interface E Oracle BI Suite Enterprise Edition 10g Bootcamp 357
m. Verify that the Pivot table records are returned as expected.
Module 28: Customizing the Oracle Business Intelligence User Interface 358 E Oracle BI Suite Enterprise Edition 10g Bootcamp Solutions 28-2: Using Instanceconfig.xml to Administer Oracle Business Intelligence Answers Answers 1.i. What is the meaning of this error? The maximum number of records that can be processed by a pivot table is set too low in instanceconfig.xml. 2.h. What is the meaning of this error? The maximum number of populated cells that can be processed by a pivot table is set too low in instanceconfig.xml. Module 28: Customizing the Oracle Business Intelligence User Interface E Oracle BI Suite Enterprise Edition 10g Bootcamp 359
Practice 28-3: Using XML Message Files to Administer Oracle Business Intelligence Answers Goals To use XML message files to administer Oracle Business Intelligence Answers Scenario You use XML message files to override the default values distributed with Oracle BI Presentation Services. You add a default header and footer to new reports and automatically include links in reports that are embedded in dashboards. Time 1015 minutes Instructions: 1. Use a custom XML message file to add a default header and footer to new reports. An .xml template has been provided to you for the purposes of this practice. a. Navigate to D:\labs. b. Copy HeaderFooter.xml. c. Paste HeaderFooter.xml into D:\OracleBIData\web\msgdb\l_en\CustomMessages. Note that you need to create the required folders under D:\OracleBIData\web\msgdb. d. Right-click HeaderFooter.xml and open with Notepad. e. Locate the caption tags between the pageHeader tags. f. Change AAAA to ABC Company. g. Locate the caption tags between the pageFooter tags. h. Change AAAA to Confidential. i. Save the file and close Notepad. Module 28: Customizing the Oracle Business Intelligence User Interface 360 E Oracle BI Suite Enterprise Edition 10g Bootcamp j. Double-click HeaderFooter.xml and verify your work.
k. Close HeaderFooter.xml. 2. Check your work. a. Log out of Presentation Services. b. Restart the Oracle BI Server and Oracle BI Presentation Server services. c. Log in to Presentation Services as Administrator. d. Create a new request. e. Click Results. f. Verify that the header and footer appear in the request. Your results should look similar to the following:
Module 28: Customizing the Oracle Business Intelligence User Interface E Oracle BI Suite Enterprise Edition 10g Bootcamp 361
g. Save the request as HeaderFooter in the My Sales folder. 3. Use a custom XML message file to automatically include links in reports that are embedded in dashboards. By default, the results of embedded reports within a dashboard are displayed without including the Modify, Print, Refresh, Download, and Add to Briefing Book links. You modify an .xml message file template to include these links. a. Select My Dashboard. b. Open the Dashboard Editor. c. Add the HeaderFooter request to the dashboard. d. Save the dashboard and observe the results. The table appears without the Modify, Refresh, Print, Download, and Add to Briefing Book links.
e. Navigate to D:\labs. f. Copy Links.xml. g. Paste Links.xml into D:\OracleBIData\web\msgdb\l_en\CustomMessages. h. Right-click Links.xml and open with Notepad. i. Add the attribute values to the file so that links=mfrdg. j. Save the file and close Notepad. k. Double-click Links.xml and verify your work.
l. Close Links.xml. 4. Check your work. a. Log out of Presentation Services. b. Restart the Oracle BI Server and Oracle BI Presentation Server services. c. Log in to Presentation Services as Administrator. d. Navigate to My Dashboard and open the Dashboard Editor. Module 28: Customizing the Oracle Business Intelligence User Interface 362 E Oracle BI Suite Enterprise Edition 10g Bootcamp e. Embed another instance of the HeaderFooter request in the dashboard. f. Save the dashboard and observe the results. The second instance of the HeaderFooter request includes the links.
Module 29: Administering the Oracle Business Intelligence Web Catalog E Oracle BI Suite Enterprise Edition 10g Bootcamp 363
Practice 29-1: Administering Users and Groups Goals To administer dashboard access and permissions for users and groups Scenario You are the Oracle Business Intelligence administrator and must manage dashboard access and permissions so that only the appropriate users see certain information. You will create a new group with an associated shared Interactive Dashboard, add users to the group, and set dashboard permissions for the new users. Time 10 20 minutes Instructions In this practice, first you log in to Oracle Business Intelligence as a particular user to ensure that the user is authenticated. Then you add that user to a new group and explore the default Interactive Dashboard for the group, adding content first from individual folders in the Presentation Catalog to determine the impact of dashboard and request privileges. 1. Start Oracle Business Intelligence Presentation Services and log in as CCHENG to authenticate the user. a. Select Start > Programs > Oracle Business Intelligence > Presentation Services. b. Enter the following information to log in: User ID CCHENG Password CCHENG c. Click Log In. d. Verify that you are logged in as CCHENG by confirming the welcome message. CCHENG is an authenticated user. e. Click Log Out. 2. Log back in to Oracle Business Intelligence Presentation Services as Administrator. 3. Click Settings and select Administration. The Oracle BI Presentation Services Administration window opens. 4. Create a new non-system Catalog group and associate a default dashboard with the group. a. Click the Manage Presentation Catalog Groups and Users link. The Presentation Catalog Security: Groups and Users window opens. b. Click the Create a new Catalog Group link. Module 29: Administering the Oracle Business Intelligence Web Catalog 364 E Oracle BI Suite Enterprise Edition 10g Bootcamp
c. In the Create Catalog Group window, enter the following: Group Name Western Region Sales Password Administrator Verify Password Administrator Dashboard Name Western Region Sales Dashboard Builder Administrator d. Click Finished. 5. Add users to the group. a. Locate the Western Region Sales group you just created in the Existing Catalog Groups and Users list and click its Edit button. Notice that there are no members in this group. b. Click the Add New Member link. The Add Member to Group window appears. c. Click the Show users and groups link. d. In the Catalog Groups and Users list, click the Add link for Administrator. Notice that Administrator is now listed as a member under Group Membership.
e. Click the Add New Member link. f. Use the steps above to add the user CCHENG to the group. g. Click Finished. h. Click Finished. i. Click Close Window to close the Oracle BI Presentation Services Administration window. 6. Verify that a new shared Presentation Catalog folder and shared dashboard have been created for the new group. a. Click Answers. b. In the selection pane, verify that a new shared folder named Western Region Sales has been created.
Module 29: Administering the Oracle Business Intelligence Web Catalog E Oracle BI Suite Enterprise Edition 10g Bootcamp 365
c. Click the Dashboards tab and verify that the groups default dashboard has been added.
7. Click Dashboards and then click the Western Region Sales dashboard link at the top of the screen. Notice that the dashboard is empty. 8. Remaining logged in as Administrator, add content from your personal Catalog folders to the Western Region Sales dashboard. Notice that you automatically have permissions to modify the new group dashboard because you specified Administrator as the Dashboard Builder when you created the Western Region Sales group and its associated dashboard above. a. Click the here link to add content. b. Add the Western Region Sales with Chart request from My Folders > My Sales to the dashboard page. c. Click the Save button and view the results. The request should appear in the group dashboard because you are logged in as Administrator and therefore have access to the request youve added. 9. Click Log Out. 10. Log back in as CCHENG. Notice that CCHENG has no content in the My Dashboard page. 11. Click the Dashboards link. 12. Click the Western Region Sales dashboard link. Notice that while CCHENG has access to the shared dashboard due to her membership in the Western Region Sales Catalog group, she cannot see the content you added to the dashboard as Administrator because it is in that users personal folder. Also note that CCHENG cannot see the Edit Dashboard link, as she was not designated as the Dashboard Builder and has not been granted change permissions on the dashboard. 13. Give CCHENG explicit change permissions for the dashboard. This will not permit the user to view the request, but will allow edits of content in the dashboard. a. Click Log Out. b. Log back in as Administrator. c. Click Settings and select Administration. The Oracle BI Presentation Services Administration window opens. d. Click the Manage Interactive Dashboards link. e. Click the Permissions button for the Western Region Sales dashboard. Notice that the Western Region Sales group has Traverse Folder permissions on the dashboard, which is why CCHENG and other members of the group can view the dashboard. f. Click the Show users and groups link. g. Click the Add link for CCHENG. Module 29: Administering the Oracle Business Intelligence Web Catalog 366 E Oracle BI Suite Enterprise Edition 10g Bootcamp
h. Click the control property link until it changes to Change/Delete.
i. Click Finished. j. Click Finished. k. Click Close Window. 14. Click Log Out. 15. Log back in as CCHENG. 16. Click Dashboards and then click the Western Region Sales dashboard link. 17. Click Page Options and select Edit Dashboard. Notice that the Western Region Sales with Chart request is present, but that it appears with a warning icon indicating that it is not present in the catalog. This is because the request is still available only in the Administrators personal folder in the catalog.
18. Click Save. CCHENG still cannot see any content. This is because CCHENG does not have permission to access this content. 19. Click Log Out. In the next practice, you will copy the request to the Western Region Sales shared folder and assign necessary privileges for all content so that it will be available to all members of the group. Finally, you will delete all personal folder content from the shared dashboard so that anyone later added to the Western Region Sales group will automatically have access to the dashboard and its embedded content. Module 29: Administering the Oracle Business Intelligence Web Catalog E Oracle BI Suite Enterprise Edition 10g Bootcamp 367
Practice 29-2: Managing the Catalog Goals To use the Oracle Business Intelligence Catalog Manager to manage the catalog Scenario You need to give a group permission to view specific content on a shared dashboard. You use the Oracle Business Intelligence Catalog Manager to copy a request from one user and make it available to a group. Time 10 15 minutes Instructions By default the Presentation Services Catalog autosaves every five minutes. To ensure that you see changes from the previous practice, allow five minutes between the completion of the previous practice and the start of this practice. 1. Stop the Oracle BI Presentation Server service. 2. Select Start > Programs > Oracle Business Intelligence > Catalog Manager. The Catalog Manager may take up to a minute to start. 3. Open the Presentation Catalog. a. Select File > Open Catalog from the menu. The Open Catalog dialog box is displayed. b. Enter the following: Type Offline Path D:\OracleBIData\web\catalog\default c. Click OK. 4. View the contents of the Presentation Services catalog. a. Click users in the left pane. b. Select the administrator folder, then select the My Sales folder. Notice the requests and prompts you created in previous practices. c. Select the _portal folder to see the dashboard pages you created. 5. Add the Western Region Sales with Chart request to the Western Region Sales shared folder. a. Select users > administrator > My Sales. b. Copy the Western Region Sales with Chart request. c. Select shared > Western Region Sales. d. Paste the Western Region Sales with Chart request into the Western Region Sales folder. e. Select the Western Region Sales with Chart request in the Western Region Sales folder. Module 29: Administering the Oracle Business Intelligence Web Catalog 368 E Oracle BI Suite Enterprise Edition 10g Bootcamp
f. Select Edit > Permissions. In the Permissions dialog box, verify that the Western Region Sales group appears in the Users and groups (Explicit permissions) list. g. Change the Permissions type to Read using the drop-down list.
h. Click OK. 6. Add read permissions to the West Region, 1999 saved filter that is included in the shared request. a. Select users > administrator > _filters > SupplierSales. b. Select the West Region, 1999 filter. c. Select Edit > Permissions. d. In the Permissions dialog box, select the Western Region Sales group in the Additional users and groups list. e. Click the < button to move the group to the Users and groups (Explicit permissions) list. f. Verify that the Permissions type is Read.
g. Click OK. h. Select File > Exit to close the Catalog Manager. i. Start the Oracle BI Presentation Server service. Module 29: Administering the Oracle Business Intelligence Web Catalog E Oracle BI Suite Enterprise Edition 10g Bootcamp 369
7. Start Oracle Business Intelligence Presentation Services and log in as CCHENG. 8. Click Dashboards and then click the Western Region Sales dashboard link. 9. Add the shared request to the shared dashboard. a. Click Page Options and select Edit Dashboard. b. Add the Western Region Sales with Chart request from Shared Folders > Western Region Sales to the dashboard page below the original request.
c. Click the Delete button for the request from the Administrators personal My Sales folder. d. Click the Save button and view the results. e. The request should appear in the group dashboard because you are logged in as CCHENG, a member of the group, and therefore have access to the shared request youve added to the dashboard. Module 29: Administering the Oracle Business Intelligence Web Catalog 370 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 30: Using Oracle Business Intelligence Delivers E Oracle BI Suite Enterprise Edition 10g Bootcamp 371
Practice 30-1: Configuring Scheduler Tables Goals To create Oracle Business Intelligence Scheduler tables Scenario In order to deliver iBots, the Oracle Business Intelligence Scheduler must be installed and configured. The first step is to create tables for storing information about Scheduler jobs. You create the following tables in the SUPPLIER2 database using iSQL Plus: S_NQ_ERR_MSG, S_NQ_INSTANCE, S_NQ_JOB, and S_NQ_JOB_PARAM. Time 5 10 minutes Instructions To enable the Oracle Business Intelligence Scheduler, certain tables need to exist (mentioned above) to store information. The scheduler, in turn, monitors these tables and performs any necessary actions. These tables store information about a job instance, parameters, and schedule. You run SQL scripts to create the tables. 1. Start the iSQLPlus service. a. Double-click the Services button on your desktop. b. Start the OracleOraDB10g_homeiSQL*Plus service. 2. Create the Scheduler tables. a. Identify your machine name. i. Right-click your computer icon on the desktop and select Properties. ii. In the System Properties dialog box, click the Computer Name tab. iii. In the Full computer name field, note your machine name.
iv. Click Cancel. b. Select Start > Programs > Oracle OraDb10g_home1 > Application Development > SQL Plus. c. In the Log On dialog box, enter the following and click OK: Login name SUPPLIER2 Password SUPPLIER2 Module 30: Using Oracle Business Intelligence Delivers 372 E Oracle BI Suite Enterprise Edition 10g Bootcamp
d. Enter @ D:\OracleBI\server\Schema\SAJOBS.Oracle.sql.
e. Verify that the script has run successfully. The message should resemble the following:
f. Select File > Exit to close SQL*Plus. 3. Use Oracle Enterprise Manager to verify that the following tables exist: S_NQ_ERR_MSG, S_NQ_INSTANCE, S_NQ_JOB, and S_NQ_JOB_PARAM. a. In Internet Explorer, navigate to http://<hostname>:1158/em. b. In the Login screen, enter the following values: Login name SUPPLIER2 Password SUPPLIER2 c. Click Login. (If the Oracle Database 10g Licensing Information window appears, click I agree.) d. Click the Administration link. e. Scroll down and click the Tables database object. f. Click Go to search the SUPPLIER2 schema. Module 30: Using Oracle Business Intelligence Delivers E Oracle BI Suite Enterprise Edition 10g Bootcamp 373
g. Scroll down in the list of tables and click the Next 14 link. The tables youve added should appear as follows at the bottom of the list.
h. Click Logout in the upper right of the screen and close the browser. Module 30: Using Oracle Business Intelligence Delivers 374 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 30-2: Configuring the Oracle Business Intelligence Scheduler Goals To configure the Oracle Business Intelligence Scheduler Scenario You have created the tables for storing information about Oracle Business Intelligence Scheduler jobs in the SUPPLIER2 database. Now you need to configure the Oracle Business Intelligence Scheduler. You set Scheduler configuration options in the Job Manager Configuration dialog box, a feature of the Oracle Business Intelligence Administration Tool. Time 10 15 minutes Instructions 1. Set Scheduler configuration options in the Job Manager Configuration dialog box. a. Select Start > Programs > Oracle Business Intelligence > Administration. b. Select File > Open > Online. c. Enter the following values: User: Administrator Password: Administrator d. Click Open to open the repository in online mode. e. Select Manage > Jobs to open the Job Manager. f. Select File > Configuration Options. g. Click the Scheduler tab. h. In the Database subtab, enter or verify the following values: Database Type Oracle 10g R1 Call Interface OCI 10gR1/R2 Data Source Name ORCL User name SUPPLIER2 Password SUPPLIER2 Confirm Password SUPPLIER2 i. Click the General subtab.
Module 30: Using Oracle Business Intelligence Delivers E Oracle BI Suite Enterprise Edition 10g Bootcamp 375
j. In the General sub-tab, enter or verify the following values: Administrator Name Administrator Administrator Password Administrator Administrator Confirm Password Administrator 2. Set mail configuration options. a. Click the Mail tab. b. In the Sender Address field, enter server@localhost.com. c. In the SMTP Server field, enter localhost. d. Click OK to close the Job Scheduler Configuration window. e. If you receive a message indicating that you must restart the service, click OK. f. Select File > Exit to close the Job Manager. g. Select File > Exit to close the Oracle Business Intelligence Administration Tool. 3. Start the Oracle BI Scheduler service. If the service is already started, restart it. Module 30: Using Oracle Business Intelligence Delivers 376 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 30-3: Creating and Delivering an iBot Goals To create an iBot and deliver it to an Intelligence Dashboard and an e-mail account Scenario You need to create and test an iBot that delivers an alert to an Interactive Dashboard and an e-mail account based on a condition. Time 15 20 minutes Instructions: 1. Start Oracle BI Delivers. a. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. b. Click the More Products link and select Delivers to navigate to the Oracle BI Delivers start page. 2. Edit your delivery profile. a. Click Edit My Account.
b. Under Delivery Options, click Add Email Device. c. Select the Email device (leftmost icon) and confirm or enter the following values: Device Name Email Device / Provider HTML eMail Address user@localhost.com d. Click Finished. e. If you receive an AutoComplete dialog window, click No. Module 30: Using Oracle Business Intelligence Delivers E Oracle BI Suite Enterprise Edition 10g Bootcamp 377
f. Verify that the device is listed under Devices.
g. Under the Delivery Profiles box, click Add Delivery Profile. h. In the Delivery Profile window, enter the following values: Name Email Content Priority Normal i. Click Finished. j. Verify that the profile is listed under Delivery Profiles.
k. Click Finished. 3. Start the e-mail server. a. Select Start > Programs > hMailServer > Service > Start Service. 4. Create the e-mail account that will receive the iBot. a. Open Outlook Express by selecting Start > Programs > Outlook Express. b. Click No if asked to make Outlook Express your default mail client. c. If necessary, click Cancel to close the Internet Connection Wizard. d. Select Tools > Accounts from the menu. e. Select the Mail tab. f. Click the Add button and select Mail from the pop-up menu. g. Enter User in the Display name text box. h. Click Next. i. Enter User@localhost.com in the Email address field. j. Click Next. Accept POP3 as the incoming mail server. k. Enter localhost in the Incoming mail server field. l. Enter localhost in the Outgoing mail server field. m. Click Next. n. Enter oracle in the Password text box. o. Click Next. p. Click Finish. q. Click Close. r. Minimize the Outlook Express window. Module 30: Using Oracle Business Intelligence Delivers 378 E Oracle BI Suite Enterprise Edition 10g Bootcamp
5. Create an iBot that will deliver a request to a dashboard and an e-mail account based on a schedule. a. Return to Oracle BI Delivers and click Create New iBot to open the iBot overview page.
b. Click the General tab to specify the priority of the iBot and how to send the delivery content. c. Enter or confirm the following values: Priority Normal Data Visibility Personalized (individual data visibility) Run As <Leave Blank> d. Click the Conditional Request tab. e. Click Select Condition. The Choose Request dialog box is displayed. f. Click the My Sales folder to expand it. g. Select the Sales By State request that will trigger the iBot. h. Click OK. i. Click the Schedule tab to schedule the iBot. j. Verify that Set Schedule, Start Immediately, and Recurrence/Once (Run once) are selected. k. Click the Recipients tab to identify recipients of the iBot. l. Select Me. m. Click the Delivery Content tab to identify the content that will be delivered by the iBot. i. Enter a headline. ii. Click Select Content to open the Choose Delivery Content dialog box. iii. Click the My Sales folder to expand it. iv. Select the Formatted Sales By State request to pick the content that will be delivered by the iBot. v. Click OK. vi. Verify that (Device default) is selected in the Send content as drop-down list. n. Click the Destinations tab to select the destination for the iBot. o. Under User Destinations, check the Interactive Dashboard and Active Delivery Profile check boxes. p. Click the Save button to save the iBot. q. Enter a name and description for the iBot. r. Click OK. 6. Verify that the iBot was sent to the specified destinations. a. Click the Dashboards link to open the My Dashboard page. b. Verify that the iBot you created appears in the Alerts section at the top of the page. c. Click the iBot name to view the iBot. d. Close the iBot. Module 30: Using Oracle Business Intelligence Delivers E Oracle BI Suite Enterprise Edition 10g Bootcamp 379
e. Click the Alerts menu item to open the Alerts page.
f. Verify that the iBot you created appears on the page. g. Click View to view the alert. h. Close the alert. i. Return to Outlook Express. j. Click Inbox in the left pane of Outlook Express. k. Click Send/Recv. If prompted for a username, ensure that you enter the entire name, that is user@localhost.com. l. In the right pane, verify that an email was delivered with the iBot. It may take a few minutes for the iBot to appear in the Inbox. m. Leave Outlook Express open. Module 30: Using Oracle Business Intelligence Delivers 380 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Practice 30-4: Chaining an iBot Goals To create a new iBot to be automatically executed when another iBot completes Scenario You need to chain iBots, so that the result of one iBot triggers the delivery of a second iBot. You create a new iBot to be automatically executed and delivered to an Interactive Dashboard and an e-mail account when the iBot created in the previous practice completes. Time 10 15 minutes Instructions 1. If necessary, start Oracle BI Delivers a. Click More Products > Delivers to navigate to the Oracle BI Delivers start page. 2. Create an iBot that will be executed automatically when another iBot completes. a. Click Create New iBot to open the iBot overview page. b. Click the General tab to specify the priority of the iBot and how to send the delivery content. c. Enter or verify the following values: Priority Normal Data Visibility Personalized (individual data visibility) Run As <Leave Blank> d. Click the Schedule tab to schedule the iBot. e. Verify that Set Schedule, Start Immediately, and Recurrence/Once (Run once) are selected. f. Click the Recipients tab to identify recipients of the iBot. g. Select Me. h. Click the Delivery Content tab to identify the content that will be delivered by iBot. i. Enter a headline. ii. Click Select Content to open the Choose Delivery Content window. iii. Select the Ranked Sales By State request from the My Sales folder. iv. Click OK. v. Select (Device default) from the Send content as drop-down list. i. Click the Destinations tab to select the destination for the iBot. i. Under User Destinations, verify that Interactive Dashboard and Active Delivery Profile are checked. j. Click the Save button to save the iBot. i. Enter a name and description for the iBot. ii. Click OK. Module 30: Using Oracle Business Intelligence Delivers E Oracle BI Suite Enterprise Edition 10g Bootcamp 381
3. Open and modify the iBot created in the previous practice. a. If necessary, select Delivers to navigate to Oracle BI Delivers. b. In the left panel, click My iBots to expand the folder, and then select the iBot you created in the previous practice. c. Click the Schedule tab and select Set Schedule and Start Immediately. d. Select the Advanced tab to select the iBot that will be executed automatically when this iBot completes. i. Click Add Action from the Execute these actions when iBot conditions are satisfied area.
ii. Select iBot from the list. iii. In the iBot Properties dialog box, click Browse. iv. In the Select iBot dialog box, select the iBot you created in this practice. v. Click OK. vi. For Execute for Recipients, select of current iBot in the drop-down list. vii. Click OK. e. Save the iBot. 4. Verify that iBot was sent to the specified destinations. a. Click the Dashboards link to open the My Dashboard page. b. Verify that the iBot you created in the previous practice appears in the Alerts section at the top of the page. c. Verify that the iBot you created in this practice was also executed and appears in the Alerts section. d. Click the Alerts! link to open the Alerts page. e. Verify that both iBots appear on the page. f. Close the Alerts page. g. If necessary, open Outlook Express. i. Select Start > Programs > Outlook Express. ii. If prompted for a user name and password, enter the following values: User Name: User Password: oracle iii. Click OK. h. Click Inbox in the left pane of Outlook Express. i. Click Send/Recv. j. In the right pane, verify that both iBots were delivered. k. Close Outlook Express. Module 30: Using Oracle Business Intelligence Delivers 382 E Oracle BI Suite Enterprise Edition 10g Bootcamp