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D58344GC11
Edition 1.1
July 2009
D61234
Author Copyright 2009, Oracle. All rights reserved.
license, post, transmit, or distribute this document in whole or in part without the
Dan Hilldale express authorization of Oracle.
Sujatha Kalastriraju
The information contained in this document is subject to change without notice. If you
Gerry Langton find any problems in the document, please report them in writing to: Oracle University,
Sharonda Pettiett 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Phillip Scott
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Kasturi Shekhar
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Contents
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
l (tuLogical
Practice 8-4: Adding a New
a e n e Source..................................................... 97
sTable
a r
Practice 9-1: Creating
e ic Measures by Using Logical Columns ................ 101
w Calculation
l
A gCreating
Practicer 9-2:
l
abCalculation Measures by Using Physical Columns .............. 108
a f e r
sh a9-3:nsCreating Calculation Measures by Using the Calculation Wizard....... 113
TuPractice
n - tr10-1: Creating Dimension Hierarchies ....................................................... 121
Practice
no 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
iii
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
iv
Practice 30-3: Creating and Delivering an iBot ........................................................ 376
Practice 30-4: Chaining an iBot ............................................................................... 380
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Module 3: Repository Basics
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.
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Instructions
a il
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1. Stop the Oracle Business Intelligence Server service. g m ent
@ d
a. Double-click the Services icon on your desktop. a l19 s Stu
b. Right-click the Oracle BI Server service
g a e hi
w clicktStop.
rand
a
c. Ensure that the status is blank, that a the service
ris, us is stopped.
s h t o
l (tu cense
d. Minimize the Services window.
a
w thisepractice
li to the appropriate directory.
2. Copy the repository
g arfor l
a. Navigate
a r Ato D:\Labs.
f e r ab
T ush the
b. Copy
r a n s
ClassStart.rpd file.
t file in D:\OracleBI\server\Repository.
c. Paste
o n -the
n
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.
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
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.
s a
The call interface is the application programming interface (API) used to access ) a
hthe data
source. Some databases may be accessed using native APIs, some using c o m de
ODBC.
d. What is the data source name for this connection pool? a il
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g a rw (OCI).
The data source is accessed by Oracle Call Interface
e t hi The data source name, ORCL, is
a tnsnames.ora entry.
h a ra us
e. Click Cancel. s t o
a l (tu ense
6. Examine the properties rof
a wa physical
e l icschema and its physical table objects.
A
a. Expand the SUPPLIER2 l
g abschema folder to display the physical table objects in the Physical
h r
a physical
layer. These f ertable objects map to tables in the physical database.
s s
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non
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.
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c. Right-click D1_ORDERS2 and select View Data. The g
first
m100 e
rows n t data for this table are
of
@ d
displayed.
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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?
i. Double-click one of the foreign keys. The Physical Foreign Key dialog box opens and
displays the join relationship in the Expression field.
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s h nsclose fe the Physical Foreign Key dialog box.
j. u
Click Cancelato
T -tr to close the Physical Table dialog box.
n n
k. ClickoCancel
l. Right-click D1_ORDERS2 and select Physical Diagram > Object(s) and Direct Joins. The
Physical Diagram opens and displays the physical join relationships.
d. Click Cancel.
s a
c. Expand the SalesFacts logical table to view the logical columns for this table. SalesFacts is
) h a
the logical fact table in this business model. These columns map to columns in the Physical
layer. c o m de
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d.
n - tra the SalesFacts logical table object.
T Double-click
o the General tab. Note that the logical columns and their corresponding properties are
e. nClick
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.
j. Right-click SalesFacts and select Business Model Diagram > Whole Diagram. The
Logical Table Diagram opens and displays the logical join relationships.
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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. s a
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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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
g. Which physical column does the Dollars logical column map to? ) h a
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h. Explain why some logical columns have names that are g m from
different e n tthe physical columns
@ d
to which they map.
a l19 s Stu
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i. Click the Content tab. Currently,
u s h there istono information on the tab. Later in this course, you
learn how to use this tab t
l (to identify
n e
saggregation content and fragmentation content.
j. Click Cancel a
a
w theeLogical
torclose c e
li Table Source dialog box.
A g l
aofba logical column in the SalesFacts logical table.
10. Examine a r
the f e
propertiesr
sh ansthe Dollars logical column to open the properties window. Dollars is a measure
TuDouble-click
a.
n - r
tbusiness
in
o this model.
n
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?
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.
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s is selected and click Cancel to close the Logical
j. Make sure that the Sumaaggregation
Column dialog g arw ble li
box.
a r A ra
h properties
11. Examinesthe
n s feof the SupplierSales presentation catalog object.
u tra layer, double-click the SupplierSales presentation catalog to open the
T the Presentation
a. In
n -
no
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
h. Click Cancel to close the Presentation Table properties dialog box.
) h a
i. Double-click the SupplierSalesDM presentation catalog.
c o m de
il ui
j. Click the General tab. Note that this presentation catalog also maps to the SupplierSales
a G
m ent
business model. Many presentation catalogs can map to a single business model, but each
g
presentation catalog can map to only one business model. @ d
a l19 s Stu
k. Click Cancel to close the Presentation Catalog dialog box.
g a rw thi
13. Examine the properties of a presentationr e SalesFacts table.
acolumnuinsthe
s a
h table. to
t u
a. Expand the SalesFacts presentation
lto(opencthe s e
b. Double-click Dollars a e nPresentation Column properties dialog box. Note that this is
the same dialoga r w youesawli earlier. This is another
box method for viewing and modifying
A g b l
h a r column
presentation
f e raproperties.
s Cancel
c. uClick
a s
n to close the Presentation Column properties dialog box.
T t r
n o n-File > Close to close the repository without saving any changes.
d. Click
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:
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.
s a
c. Click Yes to open as read-only.
) h a
d. Click OK to log in as Administrator; no password needed.
c o m de
a il
e. Select Start > Programs > Oracle Business Intelligence > Presentation Services.
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f. Log in as Administrator; no password needed. g m ent
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g. Click the Answers link to navigate to the Answers start page.
a
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h. What are the names of the subject areas listed on the Answers start page?
a r a u se
u s h to
i.
t
l ( corresponds
Which object in the repository
e
ns to the SupplierSales subject area in Answers?
a c e
g arw ble li
a r A ra
j. Size s hwindows
the
n s feAnswers and the Administration Tool so you can see the two
of
u
T -traside-by-side.
applications
k. nothe
Click n 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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
s a
6.h. Which tables have join relationships with D1_ORDERS2? ) h a
c o m de
ui
D1_CUSTOMER2, D1_PRODUCTS, D1_CALENDAR2
a il G
7.c. Can this column object have null values? g m ent
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Yes
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8.b. What are the logical table objects in theg a
SupplierSales
i
rw thbusiness model?
r a s e
Customers, Periods, Products, SalesFacts
s h a to u
9.d. Which physical table a l (ttheu D1_ORDERS2
does e n se logical table source map to?
D1_ORDERS2 arw e l ic
A g ab l
9.f. h
Scroll to
r
a the rightf etorview the Physical Table column. Do all columns in the SalesFacts
s
u table s
anmap to the same physical table?
Tlogical- t r
Yeson
n
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
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
16.i. Which object in the repository corresponds to the SupplierSales subject area in Answers?
SupplierSales presentation catalog
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Goal To read the ABC document to familiarize with the business scenario for the
fictitious company used throughout the course
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 s a
restaurant supplies. ) h a
c o m de
ABC employees currently rely on reports generated by their IT department
a i l to i sales and
analyze
u
gm dedata
shipment data. These reports are generated monthly and therefore contain static G
ntininformation. ABC is
looking for a way to generate dynamic, interactive reports to@ analyze this order to effectively
manage its orders, monitor sales performance, and increase a l19overall S tu satisfaction. ABC
customer
recognizes the importance of a business intelligence a is will provide its employees with the
rwsolutionththat
data and tools they need to query large data g e
rasets, generate
s reports, analyze data, identify trends, and
h a t o u
monitor business performance.
( t u s e
To achieve these goals, ABC alhas decided s
ento implement an Oracle Business Intelligence (BI)
r w
awill enable l i c
solution. The solution
A g b l e its sales executives and operations managers to answer business
questions that rare important
h a f e rato running the part of the business for which they are responsible. The
u s an
desired system will s
provide timely, up-to-date sales order data and provide sales and shipment
T t r
performance-monitoring, which will allow ABC to better its customer service efforts. ABC also has
n o
the vision n
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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
n2.onRegion
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
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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:
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The following are examples of data in some of the tables. 19 @ tu
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D1_PRODUCTS
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D1_PRODUCT_TYPE
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D1_CUSTOMER2
D1_ORDERS2
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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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
The recommended strategy for building metadata is to use an iterative approach. Begin by building a
relatively simple repository:
s a
After the initial repository is built and tested, add additional features to the business model:
) h a
Import the additional physical tables needed to support the business c o m de
model.
Add calculated measures that involve operations on existing a il
columns. G ui
Add more complex calculated measures (for example,@ gm demeasures
level-based nt and shares).
l19 change
Add time series calculations (for example, percentage
a S tuin a measure compared to that
in the same period in the previous year).arw
g e this
Add security information.
h a ra s
uperformance.
Add aggregate table data sourcess t o
to improve
l (tu cand
Localize Oracle BI metadata
a e se
ndata.
arw blerelationships.
Configure many-to-many
g li
Configure
a r Aimplicitrafact columns.
u s h nsfe
In the
n ra follow, you follow this strategy to build the metadata that presents the business
T lessons-tthat
model toosupport the business requirements of ABC. At first, the metadata will include only the basic
n
set of physical tables needed to support the initial business model. You will add more tables and
complexity in future iterations.
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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.
3. Against which attributes (dimensions) does ABC want to analyze its facts?
6. Complete the following diagram with your identified facts and dimensions:
(Dimension)
(Facts)
(Dimension) (Dimension) a
h a s
m )
c o i d e
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Answers
1. What measures (facts) does ABC want to report on?
Dollar sales, Units Ordered, Units Shipped, Net Weight Shipped, Cuts
3. Against which attributes (dimensions) does ABC want to analyze its facts?
s a
Product, Time (Period), Customer
) h a
c o m d e
4.
ail t Gu
By which additional attributes does ABC want to analyze products? i
Supplier, Diet Type m
g den
5. By which geographical attributes does ABC want lto
@
19analyzeSdata?
tu
Zip Code, City, State
a
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6. Complete the following diagram with your identified facts and dimensions:
Time Period
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
Sales
Product Customer
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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 s a
layer. ) h a
c o m de
1015 minutes a il
G ui
Time
g m ent
@ d
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Instructions g a rw thi
a r a u se
u s hSUPPLIER2 to schema into the Physical layer of the repository,
1. Before you import tables from t the
l (columns e
s in the database using Oracle Enterprise Manager.
ndefined
you examine the tables a
and
rw land c e
lienter the following URL: http://<machine name>:1158>/em.
a. Open Internet g aExplorer
b e
a r Athe ORCL r adatabase
b. Log
s h in to
s f e as SUPPLIER2/SUPPLIER2; connect as Normal.
Tu -the t r n
aSUPPLIER2
n o n
2. Examine 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.
f. When you have finished the process, log out of Oracle Enterprise Manager and close the
browser.
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
30 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 4: Building the Physical Layer of a Repository
only tables that begin with D are visible. The filter is case-sensitive.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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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.
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:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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c o m d e
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o. T -tra The Connection Pool dialog box opens.
Click Import.
p.
nonthe Connection Pool name to SUPPLIER CP.
Change
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.
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a r A ra
s h OK.nThe
s. uClick s feimport process begins.
T -tthe
t. Whenn raimport is complete, click Close to close the Import dialog box.
no
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
you create keys and joins so that the four tables form a star schema.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
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c o m d e
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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.
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
a
the default and means that the object represents a physical table. You can also select Stored
s
h a
Proc or Select. Stored Proc is used to call a stored procedure. Select can be used when you
)
c o m d e
want to create a SQL statement to represent a physical table. Leave the table type set to
Physical Table.
ail t Gu i
m
g den
f. Note that the Hint box is editable. This box is editable only when the database is Oracle. A
@
l19 s Stu
hint specified here is included in all SQL that references this table.
a
g a rw thi
g. Note that it is possible to add a description of the physical object.
h. Click the Columns tab.
a r a u se
h to
i. Note that all columns and the corresponding column properties are listed on this tab. It is also
u s
t
l ( cens
possible to add new columns. e
a
g arw ble li
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.
a r A ra
u s h nsfe
k. Click Cancel to close the Physical Table properties dialog box.
9. Examine n tra of a physical column object in the Physical layer.
T the-properties
no
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
e. Right-click any table and select View Data to view the data for the table.
f. Close the View Data dialog box.
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Answers
4.b. Is there a primary key constraint defined on this table?
No
7.b. Why would you create more than one connection pool for a single data source?
s a
h a
To give certain users more immediate access to data over others. You can affect the
)
c o m de
immediacy of access to the database by creating multiple connection pools.
il
onathis database
G uiplatform?
8.g. Is the INTERSECT_SUPPORTED feature implementedm
g e n t
Yes @ d
a l19 s Stu
8.i. Is the INTERSECT_ALL_SUPPORTED
a i
rwfeaturethimplemented on this database platform?
ra g e
No
h a t o us
s
a l (tu cense
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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
a
correspond to the purpose of the Administration Tool (knowing which joins to
s
h a
include in the SQL). In this database, primary keys, foreign keys, and joins
)
c o m de
have not been defined. Therefore, you need to define the keys and join
g m ent
@ d
Outcome
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Keys and joins defined on the physical tables
g a rw thi
Time 1520 minutes
a r a u se
u s h to
t
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a
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InstructionsAga
a r f e r ab
1. In u
T shstep, ayounsdefine joins and keys using the Physical Diagram feature of the Administration
this
Tool. n-t
r
o
a. nRight-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.
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:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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:
D1_CUSTOMER2.NEWKEY = D1_ORDERS2.CUSTKEY
D1_PRODUCTS.PRODUCTKEY = D1_ORDERS2.PRODKEY
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 ina
the Expression edit field.
h a s
)
m asdea key
As you create the joins, the same message appears asking you to createcaocolumn
i
ail to ttheGforeign
column on the first table, which is necessary to create the relationship u key
m
column in the second table. When you see this message, clickgYes. en
2. Observe the Physical Diagram and check your work: al1
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T may-want
a. You
n tra to adjust the scale of the objects in the Physical Diagram. If so, right-click the
nospace in the Physical Diagram window, select Zoom, and one of the zoom options.
white
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:
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.
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Answer
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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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
1520 minutes
Time
s a
) h a
c o m de
Instructions a il
G ui
g m ent
@ d
1. Create the ORDER_DATE alias table.
a l19 s Stu
a. Right-click D1_CALENDAR2 and select New
g a rw Object
e t h>i Alias. The Alias Physical Dialog box
opens.
h a ra us
b. Name the alias ORDER_DATE. s t o
c. Click the Columns a
tu thatnalias
l (Note
tab. se tables inherit all column definitions from the source
table. r w e lic e
a
gany ofathe
b l columns listed to open the Physical Column properties dialog box.
d. Double-click
r A
h
Note
s er is read-only and cannot be modified.
athat thescolumn
f
TuClick-Cancel
e. t r an to close the Physical Column dialog box.
on OK to close the Alias Physical Table dialog box. The alias table is added to the
f. nClick
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.
c. Leave type set to UNKNOWN and click OK. The column is added to the D1_CALENDAR2
source table.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c o m de
a il
G ui
e. Double-click ALIAS_COLUMN in the ORDER_DATE alias table. g n t Column
mThe ePhysical
dialog box opens.
a l 19@ Stud
f. Ensure that the type is UNKNOWN.
g a rw this
g. Click Cancel.
a r a u se
h. Return to the D1_CALENDAR2 s
u h and double-click
table to ALIAS_COLUMN.
i. Change the type to VARCHAR.
t
l ( cens e
a
j. Click OK.
g arw ble li
r
k. Return to the
a AORDER_DATE
ra alias table and double-click ALIAS_COLUMN.
h s f e
Tuschanges
l. Ensure
same
that thentype is changed to VARCHAR. Modification of a source column forces the
- tra to be reflected in the alias columns.
n
noOK.
m. Click
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.
s a
) h a
c o m de
f. Click OK. a il
G ui
g. Right-click the RegionEast table and select Update Row g mCount. e n t
@ tud
h. Place the cursor over the table and ensure thata l19ares56Srows.
there
i. View the data and ensure that the correctarows
g e thi (Region column has the expected
rw are returned.
value, which is East.)
h a ra us
j. Close the View Data dialog s t o
l ( tu box.nse
4. Before deploying ther a tablelicasea view, ensure that view deployment is supported for the
wselect
database. Ag
a b le
r
a sthe f r
eORCLa
u s h
a. Double-click
n database object.
b.
n traFeatures tab.
T Click-the
o Find.
c. nClick
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.
b. Right-click the RegionEast table and select Deploy View(s). The View Deployment
dialog box opens and identifies which views will be deployed.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c. Click OK. A message appears indicating that the view was successfully deployed.
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d. noOK
Click
n 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.
s a
) h a
c o m de
a il
G ui
g m ent
l 1 9@ Ssuccessfully
b. Click Yes. A message appears indicating that the view was
t ud undeployed.
a
g a r w
e this
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non
c. Click OK.
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.
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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
s a
have one or more physical objects as sources.
) h a
There are two main categories of logical tables: fact and dimension.m
c o Logical
d e
ail the data
fact tables contain the measures by which ABC gauges its business
u i
operations and performance. Logical dimension tables contain
m
g model t G used
nhas already
to qualify the facts. This practice assumes that a business
been designed on paper. You know what measures @
9 Stu to ABC,
are d e
important
what ABC employees compare measures a l1and
to, s
how the company likes to
r w
a andeMapping
analyze its data. The goal of this practice is to h i
t layer ofinformation
capture this in a
a g
s h ar to us
business model in the Business Model the repository.
Outcome a
In the Business (tu and
l Model e n se layer, the SupplierSales business model
Mapping
a r w Customers,
with Periods,
e l ic Products, and SalesFacts logical tables
A g ab l
h r er
a 1520sfminutes
Time s
Tu -tran
non
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:
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? s a
) h a
c o m de
a il
G ui
3. Create a business model in the Business Model and Mapping layer. g m ent
a. Right-click the white space of the Business Model and
@ tlayer
19Mapping ud and select New
a l S
Business Model.
g a rw this
b. In the Name field, enter SupplierSales.
a r a u se
c. Click OK. The new Business Model
u s h and Mapping
to folder appears in the Business Model and
Mapping layer. The red symbol t
l ( on e
nsbusiness model indicates that it is not yet enabled for
the
querying. You enable
a
rwthe business c e
li model for querying after the Presentation layer is defined
g apassesb l e
r A
and the repository
r a a global consistency check.
u s ha nsfe
T -tra
non
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.
d. Note also that each logical table has a yellow table icon. In the Business Model and Mapping
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
a
model, the logical keys and joins would have been created automatically in the business
s
) h a
model. This is because the keys and join relationships were already created in the Physical
c o m de
layer. However, you typically do not drag all physical tables simultaneously, except in very
il ui
simple models. In later steps, you manually build the necessary logical keys and joins in the
a G
Business Model and Mapping layer.
g m ent
@ tud
5. l19 them
Rename the logical tables in the business model toamake
s Smore meaningful.
a. Double-click the D1_CALENDAR2 tableain w th i
r the SupplierSales business model. The Logical
a g e
Table dialog box opens.
s h ar to us
l ( tu tab.
b. If necessary, click the General
n se
a
c. In the Name field, enter
rw le lic e
Periods.
d. Click OK. ga
a r A raandb rename the following tables. Alternative methods for renaming
e. Repeat
s fe an object and selecting Rename, or clicking twice slowly on an object
the process
h right-clicking
n s
uinclude
tra the name and making it editable. Note that logical table names are purely a
T to highlight
o n -
nbusiness model artifact. They are not necessarily exposed to users.
Table Rename to:
D1_CUSTOMER2 Customers
D1_PRODUCTS Products
D1_ORDERS2 SalesFacts
REPCOSTEXTND
CMDOLRS
NULL_FIELD
b. Ensure that the SalesFacts table is not selected, before you click the Delete key.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
s a
FULL_GREGORIAN_DTE
) h a
MONTH
c o m de
MONTHCODE a il
G ui
g m ent
MONTH_IN_YEAR
@ d
YEAR a l19 s Stu
g a rw thi
se
YYYYMMDD
f. Expand the Products table. a r a u
u s h o
tDelete.
g. Right-click the PGCODE column t
l ( cens and e
select
a
g arw btable
h. Click Yes to confirm the li
delete.
l e
r A
i. Expand the Customers
r a and delete the REPNO and FACTOR columns.
u s ha columns
n s fe
7. Rename logical
T -trbusinessa so that users can understand them better. The names you give logical
columns innthe model can be exposed to client tools and end users. However, it is
noto override logical column names in the Presentation layer.
possible
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
s a
NEWKEY Customer Key
) h a
PHONE Phone
c o m d e
REGION Region
a il u i
ROUTECODE Route Code m
g den t G
@
SALESREP Sales Rep
a l19 s Stu
STATE State
g a rw thi
ZIP_CODE a
Zip Code r a u se
u s h to
t
l ( Rename nAss e
Products Table a c e
DIETCODE g arw bleDiet
li Code
a r A ra Generic
u s h nsfe
GENERICDESCRIPTION
n - tra
TPACKAGECODE Package Code
no
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
h a
a. Right-click the SupplierSales business model and select Business Model Diagram > Whole
)
Diagram. The Logical Table Diagram window opens.
c o m d e
ail t Gu i
b. Rearrange the table icons so they are all visible. Right-click the white space and adjust the
zoom factor, if desired. m
g den
@
l19 s Stu
c. Click the New Complex Join button (the yellow one) on the toolbar.
a
g a rw thi
d. Click the Products table icon first and then click the SalesFact table icon in the Logical
a r u se
Table Diagram window. The order is important. The second table clicked is the many side
a
u s h
of the relationship. The Logical Join dialog box opens.
to
t
l ( cens e
e. Leave the default values as they are, but note which properties you can set in the Logical Join
a
arw ble li
dialog box: name, business model, tables, driving table, join type, and cardinality. Also, note
g
which properties you cannot set: the join expression and the join columns.
A ra
a r
h nsfe
f. Do not change the default values and click OK. Typically, when defining logical joins, you
u s
leave the defaults as they are and click OK.
T -tra
non
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:
logical fact table, SalesFacts, and three logical dimension tables: Periods, Products, and
Customers.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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?
s a
D1_ORDERS2
h a
)map to?
2.d. m
Which physical source table does month codes, month names, and yearodata e
D1_CALENDAR2 a ilc Guid
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
Outcome Measures defined in the SalesFacts logical table
) h a
c o m de
Time 1520 minutes
a il
G ui
g m ent
@ d
a l19 s Stu
Instructions
g a rw thi
r a u s e
s a
1. In this step, you examine a logicalhtable source o (LTS). Each logical table in a business model has
tlogical
a subfolder called Sources that
l t u
( enscontains e
the table sources. Logical table sources contain
the mappings from the
r a
wlogical iclayer. Every
columns
l in the Business Model and Mapping (BMM) layer to the
physical columns a
g ab
in the l e
Physical logical column maps directly (or indirectly via
r A
s h a column)
another logical
s f er to a column or columns in the Physical layer.
a. uExpand theanSources folder of the SalesFacts logical table. What is the name of the
T logical-trtable
non
source for the SalesFacts table?
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.
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. s a
c. Set the default aggregation rule for Dollars to Sum. ) h a
c o m d e
d. Click OK.
ail t Gu i
e. Select Units Shipped, press and hold [Ctrl] and select Units Ordered and Net Weight
m
Shipped. @ g den
f. Right-click and select Set Aggregation. a l19 s Stu
g. Set the default aggregation rule to Sum.
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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?
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
Congratulations! You have successfully built a business model in the Business Model and
Mapping layer of a repository and created business measures.
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.f. Which physical column is the Dollars logical column mapped to?
ACTLEXTND s a
) h a
1.g. Which physical table is the Dollars logical column mapped to?
c o m de
D1_ORDERS2 a il
G ui
g m ent
@ the aggregation
d
l19 s Stu
2.i. What happens to the logical column icons after you change rule to Sum?
It changes to a summation symbol. a
rw thi
g a
3.i. Which join is displayed, the physical
a r aor logical?
u se
Physical u s h to
t
l ( cens e
a
w which li join is displayed?
3.j.
g arkey
How did you determine
l e
a r A rab
There are foreign joins.
u s h nsfe
T -tra
non
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.
s a
Time 1015 minutes
) h a
c o m de
a il
G ui
g m ent
Instructions @ d
a l19 s Stu
1. In this step, you create the Presentation layer
g a for
e thi
rwthe SupplierSales business model. The
a
ar opresentation
Presentation layer has three types of objects: s catalog, presentation table, and
ucatalog
presentation column. In Oracle BI
u s hAnswers,tthe appears as a subject area, the
s ethe presentation
presentation table appearsl as(ta folder,nand columns appear as columns in the
a c e
arw bleshould
folders. The ABC repository
g li be open in the Administration Tool from the previous
practice.
a r A ra
s h nthe
a. Ensure that s fePresentation layer is visible. If it is not, select View > Presentation.
u
T Drag-the
b. traSupplierSales business model into the Presentation layer. A presentation catalog
n
o with the name SupplierSales. When you create a presentation in this manner, the
nappears
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
a
objects within a presentation catalog derive from a single business model and cannot span
s
h a
multiple business models. After the business model is set, it cannot be changed and the tool
)
c o m
prevents you from including objects from other business models.
d e
ail t Gu i
h. Note that export logical keys is deselected by default. This is irrelevant to users of Answers,
m
g den
but may be advantageous to some query and reporting tools. If selected, columns in the
@
l19 s Stu
Presentation layer that are key columns in the Business Model and Mapping layer will be
a
g a rw thi
presented as key columns to an ODBC client and will have a key icon in the Presentation
layer.
a r a u se
h to
i. Note that the implicit fact column is not assigned. If you set an implicit fact column, this
u s
t
l ( cens e
column is added to a query when it contains columns from two or more dimension tables and
a
no measures. It is used to specify a default join path between dimension tables when there are
g arw ble li
several possible alternatives.
a r A ra
u s h nsfe
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
T -tra
non
confirm this in the next set of practices.
k. Click the Presentation Tables tab.
l. Use the Up and Down buttons or drag objects to rearrange the presentation tables into the
following order:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
m. Click the Aliases tab. If yous
u h the tname
change o of a presentation catalog, the tool
automatically creates an t
l (aliascusing e
nsthe previous name. You can use this tab to specify or
delete an alias for
a
rwa presentatione
li folder.
g a l e
n. Click OKAto close the
a r f e r abPresentation Catalog properties dialog box.
sh is the
o. Expand
Tutables a n s
SupplierSales presentation catalog and note that the order of the presentation
n -t r now changed.
3. In n
o
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
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
f. Position the Facts presentation table directly above the SalesFacts presentation table.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
g. Double-click SalesFacts to openathe r u seTable dialog box.
aPresentation
h. Click the General tab. u s h to
t
( SalesFacts
l before ns e
i. Add a hyphen and a space
r a
w the eFacts
l c e in the Name field. This will nest the
i folder in Answers.
SalesFacts folderg a
under
b l Alternatively, you can enter a hyphen
A
r than fsign
and a greater
a rain the Description field to achieve the same result. You ensure this in
h s e
Tus -tran
the next set of practices.
non
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
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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 s a
) h a
4.m. Which logical table does this presentation column map to? c o m d e
Customers
ail t Gu i
m
g den
@
4.o.
l19 s Stumap to?
Which physical table and column does this presentation
a
column
D1_CUSTOMER2.DISTRICT
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
) h a
c o m de
The Consistency Check Manager provides three types of messages: a il
G ui
Error messages indicate errors that need to be fixed to make g e t consistent.
mthe repository
n
Warning messages indicate conditions that mayl1
@ be
or9may not
d depending upon
tuerrors,
a S
is a warning message about a
g a rw Forthexample,
the intent of the Oracle BI Server administrator.
disabled join may be the result of the
u e
raadministrator
s intentionally disabling a join, such as
h a
eliminating a circular join condition.
s t o
( t u s e
Best Practices messages
r w al provide
l i c e ninformation about conditions but do not indicate an
inconsistency,afor example,
A g able fact table does not contain a logical key.
2. h a
For the purposes
r of thisfetraining
r you can safely disable the Warning message and the Best
s an s
Tu messages.
Practices
- t r
n Options tab.
a. Clickothe
n
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.
i. Click Check All Objects. The Consistency Check Manager appears with no messages
displayed, indicating that the repository is consistent.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
j. Close the Consistency Check Manager. a
g The
e thi business model folder has changed
rwSupplierSales
from unavailable for queries atora s queries .
availableufor
s h t o
l (ttou check
k. Save the repository. e
l. Click No when prompted a e n sglobal consistency because you just checked consistency.
a r w e lic
3. A
In this step,r you
l logging for the Administrator user. To test the repository, you need
genableaquery
b
h
to generate
s er retrieve the results, and examine the query log. You log query activity
a somesqueries,
f
Tuthe individual
at
- t r an user level. Logging is intended for testing, debugging, and technical support. In
on mode, logging is normally disabled because query logging can impact performance
production
n
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
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c o m de
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d. Save the changes and close the file.
u s h to
e. Close or minimize Windows t
l ( cens
Explorer. e
a
5. Start the Oracle BI g arwservice
Server l e li
to load the ABC repository into memory, and ensure that the
r A Server
Oracle BI Presentation
a f e r abservice is started.
h nwindow
usServices
a. If the s is not open, double-click the Services icon on your desktop.
T r a
-t BI Server service is already started, right-click Oracle BI Server and select
o n
b. If the Oracle
n If Oracle BI Server is not started, right-click and select Start.
Restart.
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.
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.
d. Expand the Customers table and click the Sales Rep and Sales District columns to add the
columns to the request.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
e. Expand the SalesFacts table and click the Dollars column to add it to the request.
s a
g. In the Column Properties dialog box, click the Data Format tab. ) h a
c o m d e
h. Click Override Default Data Format.
ail t Gu i
i. In the Treat Number As field, select Currency. m
g den
j. In the Currency Symbol field, select $. @
k. In the Decimal Places field, select 2. a l19 s Stu
l. Select the Use 1000s Separator check box. g a rw thi
m. Check your work: a r a u se
u s h to
t
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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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
v. Click the Remove Column icon for the Sales District column so that this column
will not be displayed in the request results. s a
w. Your request now includes two columns: ) h a
c o m de
a il
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And two filters: a l19 s Stu
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u s h to
x. Click the Results tab to
t
l (viewcthe e
s Ensure that the Dollars column is formatted as
nresults.
a e
expected.
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u s h nsfe
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non
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.
d. Press and hold [Ctrl] and add the following filters for Year and Region:
e. Click Results.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
f. Which sales district in the East region had the highest revenue (dollars) in 1999?
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?
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?
Congratulations! You have successfully used the Consistency Check Manager, Oracle BI
Answers, and the query log to test and check the repository.
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Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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 s a
) h a
10.f. Which presentation table does Dollars information come from? om
c d e
SalesFacts
ail t Gu i
m
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10.g. Which catalog name does the FROM clause identify?
SupplierSales a
rw thi
g a
10.h. What filters were applied to thisa r a
request? u se
year = 1999 and region u =s h
east to
t
l ( cens e
a
10.j.
arw(logical
Which repository
Star Ag l e liname) was accessed for this query?
a r f e r ab
h subject
10.k. usWhicha n s area was accessed for this query?
T SupplierSales
-t r
n o n
10.l. Which presentation catalog was accessed for this query?
SupplierSales
10.q. Which logical column maps to the physical column with the aggregation rule?
SalesFact.Dollars
ACTLEXTND (Dollars)
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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.
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. s a
l. Ensure that the tables were imported into the Physical layer. ) h a
c o m d e
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m
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s
m. Update hrow counts
n s fefor the new tables.
u
T -tra
4. on and foreign keys using the Physical Diagram.
Definenjoins
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
s a
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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).
s a
a
)h
In the Business Model and Mapping layer, the D1_PRICELIST physicalm table
coand theuide
Outcome
i l
is added to the existing logical table source for the Product dimension
a G
Price logical column is added to the Product dimension and
g mmapped n t
to the
9@ Stude
appropriate physical table.
a l 1
Time 5 minutes
g a r w
e this
h a ra us
s t o
a l (tu ense
Instructions
a r w e lic
A g abl
1. In this step, your
ha dimension. r
add theeinformation
f from the price list table to the existing logical table source
s
for theuProduct a n s There are two methods to add multiple sources for an existing logical
T t r
whichn
n-In this practice, you use the Properties window of an existing logical table source,
table source.
isoa 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.
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.
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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
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
j. Click the Insert button and examine the expression. ) h a
k. Click OK to close the Expression Builder. c o m d e
ail t Gu i
l. Ensure that Show Mapped Columns is selected, and that the Price logical column is now
m
g den
mapped to the PRICE physical column in the D1_PRICELIST physical table.
@
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Answers
1.c. Which product table is not visible in the browse list?
D1_PRODUCT_TYPE
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.
s a
Outcome In the Business Model and Mapping layer, the D1_PROD_DIET_TYPES,
) h a
D1_PRODUCT_SUBTYPE, D1_PRODUCT_TYPE, and D1_SUPPLIERS physical
c o m de
il
tables are added to the existing logical table source for the Products
a logical
G ui
table.
g m ent
9@
In the Business Model and Mapping layer, the DIET_TYPE,
l1are S tuthed Products
ITEMSUBTYPE,
ITEMTYPE, and ITEMSUPPLIER logical columns a added
is
rwphysicalthtables.
to
g a
logical table and mapped to the appropriate
e
h a ra us
s t o
l (tu cense
Time 510 minutes
a
g arw ble li
a r A ra
Instructions
u s h nsfe
T you
n
1. In this step, - trause a second method to add additional information to the Product dimension and
no
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?
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:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
n-
noITEMSUPPLIER
ITEMTYPE Type
Supplier
5. Select File > Check Global Consistency to validate your work. If you receive any error
messages, fix them before proceeding.
12. Examine the query log to determine which table or tables have been accessed for this simple
query.
a. Select Settings > Administration > Manage Sessions.
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:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
d. Why are all the three tables included in a query? thi
therw
r a g se
h a to u
t u s e
( nextepractice,
e. Close the query log. Inl the
a c ns you specify a more economical way for Oracle BI
g a w data.
Server to accessrthis
l e li
a r A rab
u s h ns e
13. Log out of Oracle fBI.
T -tra
non
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
s a
12.c. Why are all three tables included in the query? ) h a
Because of the join conditions. The only way the query can access the om
c d e
D1_PRODUCT_TYPE table is through the D1_PRODUCTS table.
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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.
s a
) h a
Outcome In the Business Model and Mapping layer, Type is added as secondm
c o logical
d e
table source for the Products logical table.
ail t Gu i
m
g den
@
l19 s Stu
Time 5 minutes
a
rw thi
g a
a r a u se
Instructions
u s h to
t
lfile( in coffline e
nsmode.
1. Open the ABC repository a
w e li e
g arBI b l service.
r A
a. Stop the Oracle
aServer
s h
b. Navigate s er
a to D:\OracleBI\server\Repository.
f
TuDouble-click
c. - t r an ABC.rpd.
onin as Administrator with no password.
d. nLog
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?
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
l. Click OK to close the Expression Builder. ) h a
m. Check your work: c o m d e
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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.
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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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.
s a
Outcome In the Business Model and Mapping layer, the Cuts logical column is added to
the SalesFacts logical table. ) h a
c o m d e
ail t Gu
In the Presentation layer, the Cuts presentation column is added
SalesFacts presentation table.
to the i
m
g den
@
Time 1015 minutes a l19 s Stu
g a rw thi
a r a u se
u s h to
Instructions t
l ( cens e
a
1. Because you modify g arw the b l
ABC e li
repository in online mode in this practice, ensure that the Oracle
BI Server a r A ra
service fisestarted.
T u sh ans
- tryou start the Administration Tool and open the ABC repository in online mode. Up
2. In this step,
n
to n o point, all the changes you have made to the repository have been in offline mode. Now
this
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).
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. s a
c. Make sure that Check out objects automatically is selected. ) h a
c o m de
d. Click OK.
a il
G ui
4. g m ebetween
In this step, you define a new logical measure called Cuts (the difference n t what was
ordered and what was shipped) in the SalesFacts logicall1 9@using
table,
S ud logical columns to
texisting
define the calculation formula. a
rw this
g a
a. In the Business Model and Mapping layer,
a r u se the SalesFacts logical table and
a right-click
select New Object > Logical Column.
u s h to
b. Ensure that the General tab t
l (is selected.
ns e
c. Enter Cuts in theaName
a
rw field c e
li name the column.
to
g l e
b columns as the source check box.
Aexistingralogical
a r
d. Select the Use
f e
sh the aExpression
e. Touopen
T n s Builder, click the Ellipsis button (to the right of the text edit
box). n-t r
f. In n oleft pane of the Expression Builder, select the Logical Tables folder.
the
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.
s a
) h a
n. Click OK to close the Expression Builder. Note that the expressioncisonow m displayed
d e in the
Logical Column dialog box.
ail t Gu i
o. Select the Data Type tab. The data type of logical columns
m
g derivese n the data types of the
from
@
9 examines d
tu the data types of the
underlying physical columns. The Administration
a l1Tool S
physical sources and selects the most inclusive
a rw datattype
h isfor the logical column. Data types
may be changed by the formula you g
raColumnA e
create. Forsexample, consider a logical column that is
defined as ColumnA * ColumnB. h a If t o u and ColumnB are integers, then the product of
s
(tuan integer.
those two columns is also
a l e n seIf the formula was 1.0 * ColumnA * ColumnB instead,
the resulting data
a r wtype would
e l icbe a DOUBLE. The data type transformation happens in left to
right orderA g the
within
a l
bnormal order of operations. If the data were from SQL Server (which
h r
a sfe
has an Integer datar type) and both UNITORDD and UNITSHPD were integers, Cuts would
s
Tuhave an data type instead of DOUBLE. Note also that the formula is expressed in terms
an INT
- t r
non
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
e. Click the Results tab to view the results. c o m d e
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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?
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?
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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:
s a
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c o m d e
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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,
the tool would display an icon that warns you about this condition. Dont do this! This is
just for informational purposes.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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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.
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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.
s a
Outcome In the Business Model and Mapping layer, CutsP is added to the ) h a
SalesFacts logical table.
c o m de
In the Presentation layer, CutsP is added to the SalesFactsa il
G
presentation ui
table. g m ent
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Time 1015 minutes
g a rw thi
a r a u se
u s h to
t
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Instructions a
g arw ble li
r
1. Return to the ABC
a A repository,
ra which should still be open in online mode.
h s f e
Tus a -new
2. Configure t r n column in the SalesFacts logical table that uses physical columns in
alogical
non
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.
5. a
Save the repository. r wa e lice
A g abl
6. Reloadhthe
r f er in Answers.
a serversmetadata
s n
TuReturn-trtoaAnswers.
a.
on the Reload Server Metadata link to update the repository.
b. nClick
c. Ensure that CutsP appears in the SalesFact presentation table.
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a il
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g a rw thi
a r a u se
u s his accurate
tofor the Frozen food type by manually
c. t
Ensure that the CutsP calculation
( ens
lfrom e
subtracting Units Shipped
r a c Ordered. Is the value in the CutsP column accurate?
w e liUnits
a
g abl
r
a sferA
s h
d.
Tu that
Ensure
- t r anCutsP calculation is accurate for the Lamb food type by manually
the
non
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:
a. Open the query log. Your results should resemble the following screenshot:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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nslogical query.
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b. Note that CutsP is included
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on also that the difference between units ordered and units shipped is calculated first and
c. Note
nthen 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.
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. s a
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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
s a
logical columns. You rename these columns CutsW and Percent Not
Shipped in the Presentation layer. ) h a
c o m d e
ail and u i
Outcome m
In the Business Model and Mapping layer, Change Units Shipped
n
glogicaldtable.t G
Percent
@
Change Units Shipped are added to the SalesFacts e
a l19Not Shipped
In the Presentation layer, CutsW and Percent S tuare added to the
SalesFacts presentation table. rw
g a e this
h a ra us
s t o
l (tu cense
Time 1015 minutes
a
g arw ble li
a r A ra
u s h nsfe
Instructions
T ra
1. Returnnto-tthe ABC repository, which should still be open in online mode.
no
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.
s a
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a NotusShipped.
l. Change the Calculation Name to Percent
s h a toShipped is not available (NULL) or is zero
t u
l ( The
m. Note the results that are returned when s e
Units
a
using the following parameters. c e nscreenshot shows only partial results:
a r w e li
A g abl
h r
a sfer
s
Tu -tran
non
s. In the Business Model and Mapping layer, ensure that there are two new columns created by
the Calculation Wizard in the SalesFacts table.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
3. Check in changes.
) h a
c o m de
4. Check global consistency.
a il
G ui
5. g m eIf nnot,t fix any errors before
If the repository is consistent, close the Consistency Check Manager.
@ d
proceeding.
a l19 s Stu
g a rw thi
6. Save the repository.
a r a u se
u s h to
7. Return to Answers. t
l ( cens e
a
8. arw ble li
Reload Server Metadata.
g
a A ra
rfollowing
9. Createh
s the
n s ferequest:
u
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non
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.
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h. Click OK to close the Column Propertiesg a rwbox. thi
dialog
a r a u se
11. Click Results. u s h to
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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?
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
s a
resemble the following screenshot:
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a. Note that the CutsW and Percent Not Shipped columns are listed in the logical
query.
b. Also, note that the parameters you specified for NULL values are included.
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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. s a
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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.
s a
Outcome In the Business Model and Mapping layer, there are ProductsDim, ) h a
CustomersDim, and PeriodsDim dimension objects.
c o m de
a il
G ui
Time 2025 minutes g m ent
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Instructions a r a u se
u s h to
t
l ( which e
s still be open in online mode.
nshould
1. Return to the ABC repository, a
rw le li c e
2. In order to create g aa dimension
b hierarchy, you need to know the levels in the hierarchy, the
columns r
a sfe
that
A
uniquely r a
define each level, and the distinct values for each level. In this step, you
s h n the product dimension.
Tu these
identify
- t r afor
a. The n
business
nolevels requirements determine the levels. In the case of the product hierarchy for ABC,
the 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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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).
s a
If a column pertains to more than one level, associate it with the highest h
) a
level it belongs
to.
c o m de
No level except the Grand Total level can exist without at a least
G ui being
il one column
associated with it. g m ent
The Detail level (lowest level) must have the
9@ that
l1column S tuis dthe logical key of the
dimension table associated with it and
a
ritwmust beththeiskey for that level.
g a
a. In the Business Model and Mapping a r a u
layer, expandsethe Products table, select the Type
t
column, and drag it up to (the u sh level.e to
Type
a
b. Drag the logical column
l TypecCode
e ns onto the Type level. Check your results:
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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
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
s a
the Specific level. The logical dimension table key column, ProductKey in this example,
) h a
must be associated explicitly with the lowest level.
c o m de
e. il ui
Double-click the Type column in the Products logical table. The Logical Column dialog
a G
box opens. g m ent
@ d
f.
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Click the Levels tab. This tab identifies the dimensions and logical levels associated with this
a
logical column. These values were set when you dragged the column onto the ProductsDim
dimension hierarchy. g a rw thi
g. a r a u se
Click the drop-down list for the Type logical level. Note that this is another method for
u s h to
t e
associating logical columns with dimensions and logical levels. You use this method later in
l ( cens
a
the next practice. Leave the logical level set to Type.
h. g arw ble li
Click Cancel to closes the Logical Column dialog box.
a r A ra
7. In thisu s hyou specify
step, n s fethe level keys for the Type level in the hierarchy. The level key defines
T elements
the unique
n - tra in each logical level. Each level key can consist of one or more columns at
no(or may include columns at a higher level). When you pick a column to represent a
this level
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
dimension table.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
a
b. Double-click the Customer Detail level, click the General tab, and note that the number of
s
) h a
elements at this level is set to 136. The number was inherited automatically from Customer
Key when the dimension hierarchy was created.
c o m d e
c. Click OK to close the Logical Level dialog box.
ail t Gu i
m
g den
d. Right-click the Customer Detail level and select New Object > Parent Level.
@
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e. Name the parent level SalesRep, set the number of elements to 34, and click OK.
a
g a rw thi
f. Create a District level as a parent of SalesRep, set the number of elements to 12, and click
OK.
a r a u se
s h to
g. Create a Region level as a parent of District, set the number of elements to 3, and click
u
OK. t
l ( cens e
a
arw ble li
h. Double-click the Customers Total level, ensure that it is set as the grand total level and the
g
a r A ra
number of elements is set to 1, and click OK.
s h nsfe
i. Check your work:
u
T -tra
non
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.
Column Level
Region Region
District District
Sales Rep SalesRep
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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 Supports rollup Number of
Total to higher level elements at
Level of aggregation this level
TotalPeriod Yes Protected 1
Year No Yes 2
Quarter No Yes 6
Month No Yes 16
Day No Yes 474
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. a
h a s
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. )
m de
c o i
CASE WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR" a il G<u4 THEN 1
WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR" g m e<n7tTHEN 2
@ d
ELSE 4 END a l19 s Stu < 10 THEN 3
WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR"
g a rw thi
a
h. Click OK to close the Expression Builder. r u se is displayed in the Expression field
aThe expression
u
in the Logical Table Source dialog s h
box. e to
t
l (Table ns dialog box.
a
i. Click OK to close the Logical c eSource
g arw ble li
14. Add columns to
a r A hierarchy
the r a by dragging columns to the PeriodsDim hierarchy levels:
f e
ush transLevel
Logical Column
T -
non
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
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. a
f. In the Browse dialog box, expand the Periods logical table. h a s
g. Select Year and click OK. m )
c o i d e
ail t Gu
h. Click OK to close the Logical Level Key dialog box.
m
i. Click OK to close the Logical Level dialog box.
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j. Check your work. It should look similar to the following screenshot. Your results may vary
a
g a rw thi
depending on which method you used to build the hierarchy.
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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:
a. Return to Answers.
b. Reload server metadata.
c. Create the following request:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
24. Leave the Administration Tool open for the next practice. a
h a s
m )
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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.
s a
) h a
Instructions
c o m de
a il
G ui
g m ent
1. Return to the ABC repository, which should still be open in online mode.
@ tproduct
ud level totals based on
l19 s the
2. In this step, you create new logical fact columns to represent
a S
existing fact columns.
g a rw thi
a. In the Business Model and Mappingrlayer,
a u se the SalesFacts table and select New
a right-click
Object > Logical Column. sh to
b. In the Name field, enter
t u
( ens e
lProductTotalDollars.
r a
w logical l iccolumns as the source check box.
a
c. Select the Use existing
g aBuilder.
b l e
a A
d. Open therExpression r
f e
usthehExpression
e. In
TRecall r a n s Builder, add Logical Tables > SalesFacts > Dollars to the expression.
t the Dollars column has a default aggregation rule of Sum.
o n -that
n OK.
f. Click
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.
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.
s a
) h a
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f. Click Results. Note that ProductTypeDollarsa i grouped by Type when the query
rwreturnsthdollars
g e
ra in thisuexample.
s
s a
is at a different level than Type; Generic
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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
E Oracle BI Suite Enterprise Edition 10g Bootcamp 133
Module 10: Creating Dimension Hierarchies and Level-Based Measures
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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.
Instructions s a
) h a
1. Return to the ABC repository, which should still be open in online mode. om
c d e
ail t Gu i
2. Create a new share measure referencing existing logical columns. m
g den
@
9 Stuand select New Object >
a. In the Business Model and Mapping layer, right-click SalesFacts
1
a l
Logical Column.
g a rw this
b. Name the logical column ProductShare.
r a u s e
c. Select the Use existing logical columns
s a
h as tthe o source check box.
d. Open the Expression Builder. t u
l ( cens e
e. In the left pane, select
a
rwthe Functions
li folder.
g a l e
f. In the middleA
a r f e r abMathematic Functions.
pane, select
g. In the h
right pane,sselect Round.
TusInsert.
h. Click - t r n function appears in the edit box.
aThe
n
noSourceNumber.
i. Click
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.
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.
s a
i. Click Insert.
) h a
c o m d e
j. Click OK to close the Expression Builder.
ail t Gu i
k. Check your work: m
g den
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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.
6. Check consistency. If there are errors or warnings, correct them before you proceed.
d. For the RankDollars column, click the Order By button once to sort the results in
ascending order. s a
) h a
e. For the ProductShare column, click the Column Properties button, then the Data Format
c o m d e
tab, override the default data format, and set to Percentage with Decimal Places = 2.
ail t Gu i
f. Click Save > as the system-wide default for SalesFacts.ProductShare.
m
g. Click the Results tab: @ g den
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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.
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.
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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,
s a
which can be considered an aggregation of the Period dimension to
) h a
the Month level.
c o m d e
D1_ORDER_AGG1 contains sales facts aggregated toilthe Sales Rep,
a t Gu i
Product Type, and Month levels. m
g den
D1_PRODUCT_TYPE is already part of9 @
your modelu
t andancontains one
row for each product type, whicha l1be considered
S
this
can aggregation of
the Product dimension to a therwType level.
ra g e
h a t o us
Outcome In the Physical layer,
( s
tuLogical
there areenew physical sources for the aggregate tables
listed above. Inl the
aPeriods,liand n s
layer, there are new logical table sources for
eSalesFacts.
r
Customers,w c
A ga able
h a r 3035fminutes
er
Time
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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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
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4. t
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Update row counts to check connectivity. e
a
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s a
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d. View data for the MONTHS table. The MONTHS
a i
rw tablethcontains one row for each year and
r a g
month combination, which is an aggregation s
of e
the Period dimension to the Month level.
h a t o u
( t u s e
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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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
MONTHS.MONTHCODE = D1_ORDER_AGG1.PERKEY
D1_PRODUCT_TYPE.TYPECODE = D1_ORDER_AGG1.TYPEKEY
d. Check your work:
s a
e. Close the Physical Diagram.
) h a
7.
Create new logical sources within the current logical fact table that pointltoc omaggregate
the i d etables.
a. In the Physical layer, expand the D1_ORDER_AGG1 table. m ai t Gu
b. In the Business Model and Mapping layer, expand SalesFacts. @ g den
c. Drag the columns ACTLEXTND, UNITSHPD, UNITORDD, a l19 sandSNETWGHTSHPD
tu one at a
a r h i
w theirtcorresponding
time from D1_ORDER_AGG1 and drop each
r a g onto
s e SalesFacts logical
a Ordered,
columns: Dollars, Units Shipped,hUnits
t o u and Net Weight Shipped. This creates a
new D1_ORDER_AGG1 logical ( s
tu nse
table source and corresponding column mappings.
d. Expand the SalesFacts
l
a lifolder.
Sources ce Note that there are two logical table sources:
a r w
D1_ORDERS2 g
A a b le
and D1_ORDER_AGG1.
r
e. Double-click
h f er
a thesD1_ORDER_AGG1 logical table source and click the Column Mapping tab
s
Tucheck -your
to n
awork:
t r
non
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.
s a
) h a
You are setting aggregation content for the fact table to the corresponding levels in the
c o d e
dimension hierarchies. In a subsequent step, you set similar levels for the dimension table
m
ail t Gu i
aggregate sources. Later, when a user queries against a particular level, Oracle BI Server will
m
know to access the aggregate tables instead of the detail tables. For example, if a user
g den
@
queries for total sales by month by Sales Rep, the server will access the D1_ORDER_AGG1
a l19 s Stu
aggregate fact table and the corresponding aggregate dimension tables, MONTHS and
a rw thi
D1_SALESREP. If a user queries for a level lower than the levels specified here, for
g
r a u se
example Day instead of Month, or Customer instead of Sales Rep, then the server will access
a
s h to
the detail tables (D1_ORDERS2, D1_CALENDAR2, D1_CUSTOMER2). If a user queries for
u
t
l ( cens e
higher level (year instead of month or district instead of sales rep) the aggregate tables will
a
arw ble li
be used as well, because whenever a query is run against a logical level or above, the
g
a r A ra
aggregate tables are used.
s h nsfe
d. Click OK to close the Logical Table Source dialog box for D1_ORDER_AGG1.
u
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e. Specify the content for the remaining fact logical table source, D1_ORDERS2. You are doing
non
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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
i. Click OK to close the Logical Table Source dialog box.
) h a
c o m de
9.
Create a new source within the Periods logical table that points to the MONTHS
a G ui table.
il aggregate
a. In the Physical layer, expand the MONTHS table. g m ent
b. In the Business Model and Mapping layer, expand Periods.
a l 19@ Stud
c. Drag the MONTH_IN_YEAR, MONTHCODE, MONTHNAME,
g a rw thisQUARTER, and YEAR columns
from the MONTHS aggregate table ontora
a se Periods logical columns to create
the corresponding
u
the mappings and the new source
u s h(drag MONTHNAME
to to MONTH). Click the Column Mapping
tab for the MONTHS logical t
l (tablecsource e
nsto check your work:
a e
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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.
c. Use the drop-down menu in the Logical Level field to specify the aggregation content as
follows:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
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g a rw thi
f. Click OK to close the Logical Table
a r se box.
a Sourceudialog
u s h to within the Customers logical table that points to
t
( ens
11. Apply a similar process tol create a new e
source
the D1_SALESREPS r a
w e lictable. Your results should resemble the following screenshot:
aggregate
a
g abl
r A
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s h
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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.
s a
) h a
c o m d e
a il u i
m
g table
13. Apply a similar process to set the aggregation content for the logical t G
n for the
sources
@ d e
Products table. Use the screenshots as a guide.
a l19 s Stu
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a r a u se
u s h to
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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.
s a
) h a
c o m de
a il
G ui
g m ent
l 1 9@ Stud
20. Select Settings > Administration > Manage Sessions
r a is Log to inspect the query log.
w t>hView
a
ag usaggregate
e
a r
21. Ensure that the query uses the D1_ORDER_AGG1
h fact table and the related
s t o
l ( u cense
D1_SALESREPS aggregate tdimension table.
a
g arw ble li
a r A ra
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non
22. Experiment with using Sales District in the query.
a. Return to Answers and run a query for Customers.Sales District and SalesFacts.Dollars.
c. Note that the query still uses the same aggregate tables. Why is this?
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?
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
23.c. Note that the detail fact table, D1_ORDERS2, and the detail dimension table,) h a
D1_CUSTOMER2, are accessed instead of the aggregate tables. Why c o is this?de
m
ui tables;
The data requested is at a lower level than what is containedainil the aggregate
G
therefore, the aggregate tables do not contain the data g mthe detail
and e n t tables must be used.
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a r a u se
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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
s a
h a
tables for product type, sales rep, and months. In this practice, you use the Aggregate
)
c o m de
Persistence Wizard to create similar aggregate tables and the corresponding
metadata.
a il
G ui
Time 2030 minutes g m ent
@ d
a l19 s Stu
g a rw thi
Instructions
a r a u se
u s h to
t e
aggregate tables and therw al ( lPersistence
1. In this step, you use the Aggregate
i
correspondingc e ns Wizard to build a script that is used to create
metadata.
a. Return to theA ga ableTool and open the ABC repository in online mode.
Administration
b. Select h a
Tools
r > Utilities
f er > Aggregate Persistence Wizard and click Execute.
s s
anThe Repository directory opens by default.
Tu Browse.
c. Click - t r
d. In nthe n Name field, enter CREATE_AGG and ensure that the sql file type is selected. This
oFile
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.
i. Select the Dollars, Units Shipped, Units Ordered, and Net Weight Shipped measures.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
j. Click Next.
s h following
k. Select the
n s fe levels. Leave the Use Surrogate Key? field check box deselected.
u
T -tra
ProductsDim: Type
on
nPeriodsDim: 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.
o. In the Aggregate table name field, accept the default name ag_SalesFacts for the aggregate
table name.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
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a
g arw ble li
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non
p. Click Next.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
s
r. Select s fe
h I amndone.
u tra The Complete Aggregate Script dialog box appears confirming that the script has
T Click-Next.
s.
n
o generated and stored in the location identified in an earlier step.
nbeen
t. Click Finish.
u. Navigate to D:\OracleBI\server\Repository and ensure that the
CREATE_AGG.sql script file was generated.
4. Create and run a batch file to drive the aggregate creation process.
a. Open Notepad and create the following create_agg batch file:
s a
) h a
c. Update row counts for the new aggregates to check connectivity. Confirm c o m thatdyou
e see the
following row counts:
ail t Gu i
ag_SalesFacts: 10,212 rows m
g den
SA_Month: 16 rows
@
19 Stu
a l
SA_SalesRe: 34 rows
g a rw this
SA_Type: 21 rows
r a u s e
d. Double-click ag_SalesFacts,sclick a
h the Foreign
to aggregates.
Keys tab, and ensure that joins are created
t u e
a ( keys s
between ag_SalesFactsl and the new dimension
e. Double-click therw c e nview
a foreign
e l i to the join relationships in the Physical Foreign Key
dialog box.
A g ab l
h
f. Click r r the Physical Foreign Key dialog box.
aCancelstofeclose
s
TuClick-Cancelan to close the Physical Table - ag_SalesFacts dialog box.
g. t r
6. nonthat the aggregates are created in the Business Model and Mapping layer of the
Ensure
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.
e. Click the Content tab and ensure that the logical levels are set correctly.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. s a
j. Save the repository. ) h a
c o m de
7. Ensure that the aggregates are created in the database. a il
G ui
a. Open Internet Explorer and enter the following URL to openg the t
mOracleenEnterprise Manager:
@
19 Stu d
http://<machine name>:1158/em.
a l
b. Enter SUPPLIER2 as the username and password,
g a rw andtlog
e hisin.
c. Click the Administration link.
h a ra us
d. Click the Tables link. s t o
e. Ensure that SUPPLIER2
tu asnsthee schema name, and click Go.
lis(entered
a
w aggregatel i cetables are created in the SUPPLIER2 schema.
f. Ensure that the g arnew
four
b le
g. Log out of
a r A
Oracle r a
Enterprise Manager.
h s f e
8. Tus the-trD1_ORDER_AGG1
Deactivate an logical table source.
n o n
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.
s a
) h a
c o m de
a il
G ui
g m ent
@ tud aggregate table and the
the9ag_SalesFacts
10. Inspect the query log and ensure that the query usedl1
w a i s S the screenshot.
r
related SalesRep dimension aggregate. Your file should h
ga se t
resemble
r a
a to u
s h
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
T -tra
onsome of your changes to the repository for the remaining lessons. This practice
11. Reverse
n
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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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.
s a
Time 1520 minutes ) h a
c o m de
a il
G ui
g m ent
@ d
Instructions
a l19 s Stu
1. Examine customer data results. You use this g a rw thtoi compare results later in this practice.
information
a. Return to Answers. If necessary, a r
log u se
ain as Administrator with Administrator as the
s h t o
password.
a l (tu ense
a r w e lic
b. Reload server metadata.
c. Create and
A g a request
run
a b l for Customers.Customer.
h
d. Record r
a the name f eofr the first customer in the list:
s s
Tu -tran
n on
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.
f. Click the Add link next to the Presentation Server Administrators group to give this group
explicit access to this privilege.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
)
g. Click Finished to close the Change Privilege Permissions window. Note the change
a
h to the
privilege permissions for Execute Direct Database Requests. Presentationc o m de
Server
Administrators can now execute direct database requests. a il
G ui
h. Click Finished to close the Privilege Administration window. g m ent
@ tuAdministration
d
a l19 Services
i. Click Close Window to close the Oracle BI Presentation
s S window.
w
ar startepage.
j. Click the Answers link to return to the Answers th i
a g
k. Click the Create Direct Request link.
s h ar to us
l ( u SUPPLIER
l. In the Connection Pool field,tenter
s e CP. This is the connection pool name for the
n
ORCL data source.
m. Enter the followinga r wain ethelSQL
SQL
ice Statement field:
A g D1_custAtoM
a b l
CREATE TABLE
h a r f e r AS SELECT * FROM D1_CUSTOMER2 WHERE
s
TusResults. anYou should see a No Results message.
Name < 'N'
n. Click - t r
n Criteria tab.
nothe
o. Click
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.
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.
s a
g. In the Import dialog box, expand the SUPPLIER2 schema.
) h a
o m de
h. Press and hold [Ctrl] and select the D1_CUSTATOM and the D1_CUSTNTOZ tables.
c
i. Click Import. a il
G ui
g m ent
j. When the import process completes, close the Import dialog box.
@ d
l19 s Stu
k. Ensure that the two new tables are visible in the Physical layer.
a
l. Check in changes.
g a rw thi
r a u se
m. Update row counts for the two new tables to ensure connectivity.
a
CUSTATOM: 94 u s h to
t
l ( cens e
CUSTNTOZ: 42 a
rw le li
g a
a A Diagram
5. Use the Physical
r f e r ab and New foreign key button to create the following physical joins
u h ns tables to the D1_ORDERS2 table. Create matching keys when prompted.
fromsthe new customer
T -tra
D1_CUSTATOM.NEWKEY = D1_ORDERS2.CUSTKEY
no n
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.
s a
) h a
g. Click OK to close the Expression Builder. c o m de
h. Select This source should be combined with others at this level.ai
l
G ui
i. Click the Column Mapping tab, make sure both mapped@
m encolumns
andgunmapped
t are shown,
9 t u d
a l1 the screenshot
and map the logical columns to physical columns. Use
s S as a guide.
w
ar e th i
a g
s h ar to us
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s. Click the Column Mapping tab and modify the mappings as follows:
s a
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g a rw thi
a r a u se
u s h to
t
l ( cens e
t. Click OK. arw
a li
g l e
u. Deactivate
a r f e r ab source by double-clicking D1_CUSTOMER2, clicking the General
Athe original
T u shand adeselecting
tab,
n s the Active flag.
t r
v. Click-OK.
n
o
w.nNote 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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
c. Close the log file.
) h a
13. Execute a new query for names greater than or equal to N. c o m de
a. Return to Answers and add a filter to Customer to show namesm
ui to N.
ail thant orGequal
greater
b. Add SalesFacts.Dollars and run the query. @ g den
a
c. Ensure that your result displays only names starting 19 N S
lwith tu
and above.
g a rw this
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
d. Open the query log and ensure that the query being issued accesses the correct partition,
D1_CUSTNTOZ, for the Customer data.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
d. Open the query log and ensure that the query being issued accesses c o
the m e
correctidpartition,
D1_CUSTATOM, for the Customer data.
ail t Gu
m
g den
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a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
on
e. nClose the log file.
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) h a
c o m d e
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m
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@
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a r a u se
u s h to
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g arw ble li
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non
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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) h a
c o m d e
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m
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non
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.
s a
Time 1015 minutes
) h a
c o m d e
ail t Gu i
Instructions m
g den
@
1. Create an ODBC data source for an Excel spreadsheet. a l19 s Stu
w thi
ardesktop
a. Double-click Data Sources (ODBC) onayour
r g se to open the ODBC Data Source
Administrator. a u
b. Click the System DSN tab. (tu
sh e to
a l cens
c. Click Add.
g arw b l e li
r A
d. Select the Microsoft Excel
r a Driver and click Finish.
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:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
VARCHAR 20
Quarter: DOUBLE
YR: DOUBLE
Region CHAR 16
Dollars: DOUBLE
Hint: Press and hold [Ctrl] and create the multicolumn join for the Quarters columns or
enter the join expression in the Expression edit field:
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
c. Check your work:
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
d. Close the Physical Diagram.
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.
7. Specify the content for the new regiontypequota logical table source on the Content tab of the
Logical Table Source properties dialog box:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
11. Check in changes.
) h a
12. Check consistency. If you get a warning that the features in database xls_quotac o the
mdo notdmatch
e
l
Ifiyou want
defaults, you can ignore the warning for the purposes of this practice. a
i
uprevent the
m t G to
n disable Check
warning message from appearing, click Options > Warnings > g Database, e and
@ d
Features Match Default. Fix any other errors or warnings
a l19before S tuproceed.
you
Scenario Use the Calculation Wizard to create two derived measures: Variance from
Quota and Percent of Quota.
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
i.
a
w havee toli be checked out are displayed.
Click Next. Objectsrthat
g a b l
j.
a r A
Click Next. The new calculations
r a that the wizard will create are displayed.
k. h to close
ClicksFinish f e
s the Calculation Wizard. The new measures are added to the business
Tu -tran
model.
l. Drag n new measures to the Sales Facts presentation table in the Presentation layer.
nothe
2. Check in changes.
6. Return to Answers, reload server metadata, and run the following query and filter:
7. Check your results. In the screenshot, the columns have been formatted.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
8. Check the query log. The log shows that a single logical query generated two physical queries.
c o m d e
Oracle BI Server automatically joined the two result sets on the basis of common values in the
ail t Gu i
logical dimension columns. The join of two results sets from two different sources is always a
m
full outer join. Mapping two sources to the same logical columns (as you did for region, year,
g den
@
quarter, and type) was all that was necessary to cause this join to happen.
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
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a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
s a
) h a
c o m d e
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m
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@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( box.cens
i. Click OK to close the dialog
e
a
g arw ble li
3. A ra
Create the variables.
a r
h nsTarget.
a. ClicksEdit Data fe
u
T the-New
b. Click tra button.
c. In n
the
n
oName field, enter EndPartOne.
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
a i
rwVariablethdialog
e. Click OK to close the Dynamic Repository
r a g s e box.
f. Click OK to close the Repository a
h Variable u
to Init Block Variable Target dialog box.
t u s e
g. Click Edit Data Source.
a l ( cens
g arwthebvariable
h. Click Test to test
l e li and check your results:
a r A ra
sh ansfe
i.TuClick Close.
n - tr to close the Repository Variable Init Block Variable Target dialog box.
no
j. Click OK
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
rw source lishould be combined with other sources at this level check box
cc. Ensure that the
g aThis l e
a r A rab
is selected.
s h OK.nsfe
dd. Click
u
T The two
ee.
n - trasources with content expressions based on the repository variables are renamed in
o Sources folder:
nthe
5. Check in changes.
6. Check consistency. Fix errors or warning messages, if any, before you proceed.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
i. l19 starting
Run the query and ensure that your results display names
a S tuless than B:
g a rw this
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
j. Select Settings > Administration > Manage Sessions > View Log to open the query log.
k. Ensure that the D1_CUSTATOM table is being used:
c. Ensure that the SQL in the log file references the D1_CUSTNTOZ table:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s
b. In the SupplierSales business model, expand the Customers table and the Sources folder. a
) h a
c. Double-click the D1_CUSTOMER2 logical table source.
c o m d e
ail t Gu i
d. Click the General tab, select the Active check box, and click OK.
m
e. Double-click the CustPartOne logical table source.
g den
@
a l19 s Stu
f. Click the General tab, deselect the Active check box, and click OK.
g. Double-click the CustPartTwo logical table source.
g a rw thi
a r u se
h. Click the General tab, deselect the Active check box, and click OK.
a
i. Check your results:
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
12. Check in changes.
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. s a
) h a
c o m de
Time 1015 minutes
a il
G ui
g m ent
@ d
a l19 s Stu
Instructions
g a rw thi
r a This u e
sinitialization
s h
1. In this step, you create a new initializationa block.
t o block will initialize three
variables called CurrentYear,
a l (tuCurrentMonth,
e n se and CurrentDay. The variables will get
their values from the initialization
a r ic current
wvalueeoflblock SQL according to the schedule you set. In this example,
the system determines
A g abthe l the day by finding the maximum value of the period
key (YYYMMDD)
h r
a insfthe erD1_ORDERS2 table and then determining the month code and year
T s
u tran
that correspond to that value in the D1_CALENDAR2 table.
a. Select n
o - > Variables.
Manage
n
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.
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)
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arwthebRepository
h. Click OK to close
l e li Variable Init Block Data Source dialog box.
a A ra
rvariables.
2. Createh
s the
n s fe
u traEdit Data Target.
T Click-the
a.
n
o three new variables: CurrentDay, CurrentMonth, CurrentYear. The order is
b. nCreate
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.
In this example, the results are determined by the data in the SUPPLIER2 database used for
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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:
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
k. Close the Variable Manager. g a rw thi
l. Check in changes. a r a u se
u s h to
m. Save the repository. t
l ( cens e
a
3. Test your work.
g arw ble li
r A ra
a. Return to Answers.
a
s
b. Reload s fe
hserver nmetadata.
u ra
T the-tfollowing
c. Createn request:
no
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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
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@
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u s h to
t
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a
g arw ble li
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T -tra
non
s a
) h a
c o m d e
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m
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@
a l19 s Stu
g a rw thi
a r a u se
u s h to
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l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
Outcome )
In the Presentation layer, Month Ago Dollars, Change Month Ago Dollars, h a
Percent Change Month Ago Dollars, Month To Date Dollars columns
c o mare de
added to the SalesFacts table.
a il
G ui
g
New time comparison measures are tested using Oracle mBI Answers.
e n t
l 1 9@ Stud
Time 15 minutes a
rw this
g a
a r a u se
u s h to
t
l ( cens e
Background a
w e li
The ability toA gar abusiness
compare b l performance with previous time periods is fundamental to
r
understanding
h f er Yet, as Ralph Kimball states, SQL was not designed to make
a a sbusiness.
s
Tu -trancomparisons over time:
straightforward
n difficult area of data warehousing is the translation of simple business analyses into
Theomost
n
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
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c o m de
a il
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g m ent
@ d
j. Click OK to close the Logical Column dialog a l19 s Stu
box.
k. Drag the Change Month Ago Dollarsglogical a e thito the SalesFacts presentation folder.
rw column
h a ra us
s t o
6. Create a measure that calculates
the previous month. al (
tu the percentage
n s e change in dollars between the current month and
a r w and l i ce New Object > Logical Column.
a. Right-click SalesFact
g logical
Anew a b le select
b. Nameathe
h r f e r column Percent Change Month Ago Dollars.
s theaUse
c. uSelect s
n existing logical columns as the source check box.
T t r
-the Expression Builder and create the following expression:
non
d. Open
100 * (SupplierSales.SalesFacts.Dollars -
SupplierSales.SalesFacts."Month Ago Dollars") /
"SupplierSales"."SalesFacts"."Month Ago Dollars"
s a
g. Click OK to close the Logical Column dialog box.
) h a
h. Drag the Percent Change Month Ago Dollars logical column to the SalesFacts
c o d
m presentation
e
folder.
ail t Gu i
m
gpast year
e non a monthly basis.
@ d
l19 Column.
7. Create a measure that calculates a running sum of dollars over the
a S tu
this
a. Right-click SalesFacts and select New Object w > Logical
b. Name the new logical column Year To gDate a r Dollars.
e
raas the source
us check box.
h a
c. Select the Use existing logical columns
s t o
l (tu cense
d. Open the Expression Builder.
a
a w bSeries
e. Select Functions > rTime
expression. Ag l e li Functions and double-click ToDate to insert the
h a r
f. Click <<Measure>>. f e ra
s
Tus Logical
g. Select
- t r anTables > Sales Facts and then double-click Dollars.
n
no<<Level>>.
h. Click
i. Select Time Dimensions > PeriodsDim and the double-click Year.
j. Click OK to close the Expression Builder.
k. Check your work:
8. Set the sort order column for the Month logical column.
a. Expand the Periods logical table.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
9. Check in changes.
10. Check consistency. Fix errors or warnings, if any, before you proceed.
s a
11. Close the Consistency Check Manager.
) h a
c o m de
12. Save and the repository.
a il
G ui
13. Check your work in Answers. g m ent
@ d
a. Return to Answers. a l19 s Stu
b. Reload server metadata.
g a rw thi
r a
c. Create the following query and filter:
a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
ra and hold [Ctrl] and add the Year filter or remove Year from the query criteria
T Note:-tPress
n
n o filter is set.
after the
d. Click Results.
e. Note that Month is sorted automatically based on the MonthCode sort order column you set
in the repository.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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non
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.
s a
Instructions ) h a
c o m de
1. Create an ODBC data source for an Excel spreadsheet with language a
G ui The
iltranslations.
g m elayer
Externalize Strings utility has already been run to export presentation n t object strings to the
spreadsheet. Rows with corresponding translations have
1 @ added
9been tudto the spreadsheet.
a l S
a. Select Start > Programs > AdministrativewTools > Data
a r t h is Sources (ODBC).
b. Click the System DSN tab.
a r ag use
c. Click Add.
u s h to
d. Select Microsoft Excel t
l (Driver e
ns and click Finish.
(*.xls)
a c e
arw bleas lthe
e. Enter TRANSLATIONS
g
i data source name.
A Workbook.
f. Click Select
a r ra select the TRANSLATIONS spreadsheet, and click OK.
h
s an
g. Navigate to s f e
D:\Labs,
TuClick
h. - tr
OK.
n
o OK to close the ODBC Data Source Administrator.
i. nClick
(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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. a
a s
e. In the Default Initialization String field, enter the following SELECT statement:
h
SELECT MSG_NUM, MSG_TEXT m )
c o i d e
ail t Gu
FROM TRANSLATIONS
WHERE VALUEOF(NQ_SESSION.WEBLANGUAGE) = LANG_ID m
g den
f. Click Browse to select the connection pool. @
a l19 s Stu
g. In the left pane, expand TRANSLATIONS and double-click Connection Pool to select it.
g a rw thi
TRANSLATIONS.Connection Pool is displayed in the Connection Pool field in the
a r a u se
Session Variable Initialization Block Data Source dialog box.
u s h to
t e
h. Click Test. You should receive an Empty result set message.
l ( cens
a
i. Why are no records returned?
g arw ble li
a r A ra
u s h nsfe
T -tra
j. noOK
Click
n 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.
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
r. Scroll to the bottom of the file and ensure that the TRANSLATIONS initialization block
issued a SQL query:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s. Close NQQuery.log.
t. Leave Answers and the Administration Tool open for the next practice.
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T -tra
non
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
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c o m d e
ail t Gu i
m
g den
@
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non
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non
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.
Instructions s a
) h a
1. If the Administration Tool is still open, close the Administration Tool. om
c d e
a il u i
2. Stop the Oracle BI Server service. m
g den t G
@
3. a
Copy the repository for this practice to the appropriatel19directory.
S tu
a rw this
a. Navigate to d:\labs\BI_BLD_Repositories_Solutions.
g
a
b. Copy the ABC_After15_LocalizingData.rpdr a u se
file.
u s h to
t e
c. Paste the file in D:\OracleBI\server\Repository.
l ( cfile. ns
d. Delete the existing a
w e li
ABC.rpd e
e. Rename the g arABC_After15_LocalizingData.rpd
file b l to ABC.rpd.
r A r a
4. u
Starts haOraclenBI
the s feServer service.
T -tra
5. nothen Administration Tool and open the ABC repository in online mode as Administrator with
Start
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.
s a
) h a
c o m de
a il
G ui
g m ent
a l 19@ Stud
i. Close the Session Monitor.
g a rw this
j. Click Finished in the Session Management
a r a window.
u se
k. Click Close Window in the Oracle
u s hBI Presentation
to Services Administration window.
l. Log out of Answers. al ( t ns e
c e
8. Set an implicit fact g arw for
column l e li
b SupplierSales presentation catalog to point to a measure in the
the
r
a sfe
SalesFactshfact
A
table. r a
u s
T -tthe n repository, which should still be open in online mode.
aABC
a. Return
n
to r
n oPresentation
b. In the 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.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
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a r a u se
u s h to
t
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u s h nsfe
T -tra
non
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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@
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non
s a
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m
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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.
1015 minutes
Time
s a
) h a
c o m d e
ail t Gu i
m
g den
Instructions @
a l19 s Stu
g a rw thi
1. Create the user Sara Wright. a r a u se
u s h to still be open in online mode.
t
a. Return to the ABC repository, which
l ( tocopen e
should
nsthe Security Manager.
b. Select Manage >w a
Security li e
c. Select Users g arthe leftblpane.
in e
a r A ra
d. Right-click
s h ninsthe fe white space of the right pane and select New User.
u ra user with the following information:
T Create-tthe
e.
n
noUser 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.
3. In the Security Manager window, ensure that your results resemble the following:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
a
group. Groups can belong to other groups and, therefore, inherit the permissions of other groups.
s
a. In the left pane of the Security Manager, select Groups. ) h a
b. Right-click in the right pane and select New Security Group. c o m de
c. Enter SalesManagers in the Name field and click the Add button. a il
G ui
g m ent
d. Press and hold [Ctrl] and select SWRIGHT and PSMITH. @ d
a l19 s Stu
e. Click OK. SWRIGHT and PSMITH are now part of the SalesManagers group.
f. Click OK to close the Group dialog box. g a rw thi
a r a u se
5. Repeat this process and create thetu s h groups
following to and assign users to the groups:
l ( cens e
Group Name a
Add User
g arw bJCRAFT
l e li
r A JMEYER
SalesUsers RMIND,
SalesHR ha f e ra
us tran s
T
6. n- to the Administrators group. When a repository is created, an Administrator user
Assign MWEST
n o
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
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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) h a
c o m d e
ail t Gu i
m
g den
@
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g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
onthe remaining users have read access?
g. nDo
9. Check in changes.
10. Check consistency. Fix any errors or warnings before you proceed.
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.
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?
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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? a
h a s
)
m de
c o
j. Why is this?
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
r
k. Log out of Oracle BI Presentation Services.
a a u se
u s h to
t
13. In this step, you explore how lto(change the e
nsdefault permission setting for the Everyone user in
a c
rw le li file.
the Oracle BI Server NQSConfig.ini e
g a
a r A rab
a. Navigate to D:\OracleBI\server\Config and open the NQSConfig.ini file.
b. Scroll s f
shto theaSECURITYe section.
T u t r n
c. Note that-DEFAULT_PRIVILEGES is set to READ.
n o n
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.
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
Instructions c o m de
a il
G ui
g
1. In this step, you modify user and group permissions for the SupplierSales
t
m epresentation
n catalog.
1 9 @ t u d
a. Return to the ABC repository open in online mode, a ldouble-click
s S the SupplierSales
presentation catalog, and click the Permissions w
ar e th
button. i
a g
b. Select Show all users/groups.
h t o us
aisrdeselected
c. Define permissions so that JMEYER
( t u s e and the SalesHR group is explicitly denied
al presentation
access to the SupplierSales s
en catalog. Your results should resemble the following:
r w l i c
A ga able
h a r f er
s s
Tu -tran
non
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.
e. Select the SalesManagers group check box to explicitly give it Read permission for the
SupplierSales presentation catalog.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
h a r Groupfera
SalesHR
JMEYER ns
Administrator
u s
T -tra
RMIND
JCRAFT MWEST
o n
f. nClose the Security Manager.
3. Check in changes. For the purposes of this practice it is not necessary to run a consistency check.
5. With the changes you have made so far, will JMEYER be able to access the SupplierSales
presentation catalog?
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 s a
groups. The group and user structure resembles the following: ) h a
SalesManagers Group
c o m d e
ail t Gu i
SWRIGHT m
g den
@
l19 s SGroup tu
PSMITH
JMEYER SalesUsers Group a
Administrators
rw thi
SalesHR Group
a g a e
RMIND
a r u sAdministrator
JMEYER
s
JCRAFT
u h to MWEST
t
l ( dialog ns e
a
d. Click OK to close the Group
rw le li c e box.
g aManager.
e. Close the Security
a r A rab
8. h nandsfsave
Check inschanges
e the repository.
u
T -tra
9. n BI as Administrator and reload the server metadata.
Log inntooOracle
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 s a
) h a
6.e. Does JMEYER have access to the SupplierSales subject area now? om
c d e
No
ail t Gu i
m
g den
@
6.f. Why or why not?
JMEYER is a member of the SalesHR group,awhich l19 was s S tu denied access. If a user is
explicitly
a
a direct member of a group, the permissions
g e thior
rw granted denied to that group take
r a s
u through other groups.
a torodenied
precedence over permissions granted
s h
10.b. Does JMEYER have a (tu toethe
laccess n e
sSupplierSales subject area now?
r w l i c
Yes
A ga able
10.c. h
Whya ror why fnot?
er
s s
anis a member of the SalesHR and SalesManagers groups. Because these groups
Tu JMEYER
- t r
n conflicting permissions, the user is granted the least restrictive permissions of the two
nohave
groups.
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
s a
) h a
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.
c o m de
a il
G ui
g musersent
External database of login information used for authenticating
Outcome @ d
a l19 s Stu
Time 1520 minutes
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
Instructions
g arw ble li
a r A raBI as AJOHNSON, with password aj. Click No if prompted to
1. Attempt to log
s hpassword.
n s fe receive a message that an invalid username or password was entered.
in to Oracle
u
remember
T of-tthis You
rapractice, you should be able to log in as AJOHNSON.
At the endn
no
2. Return to the ABC repository open in online mode.
l. Right-click SECURITYTABLE and select View Data to see the data stored in the table:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
Note that each user listed in this table is a member of@
gm degroup,
the SalesRep
nt except for Alan
Ziff, who belongs to the Sales Admin group, and
9 Two,Stwho
l1User u belongs to the users2 group.
Using a table of users in an external database
a
rwallowsthyou is to maintain a single list of users for
multiple repositories. Although thera g a e
a groups must
u s be entered into the Administration Tool
manually, it is easier to set up
u h
s 100 groups o
t than it is to set up 50,000 separate users.
m. Close the View Data ( t
l cen s e
r w awindow.li
g a block.b l e
4.
r
a byA
Create an initialization
r a This initialization block will populate session variables with data
valuesh
s returned
s e
fquerying the database each time a user logs in.
u n
ra > Variables.
T Select-tManage
a.
b. In
n o n
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:
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
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
5. Create the variables. Because you requested data for four variables in a il string,Gyouuineed to
the
define each variable. The variables are GROUP, DISPLAYNAME,gUSER, m and e n t
LOGLEVEL.
a. Click Edit Data Target.
a l 19@ Stud
b. Click New.
g a rw this
c. Enter GROUP in the Name field.
a r a u se
d. Click OK.
u s h to
e. Click Yes to acknowledge
t
( thisevariable
l that e
ns has a special purpose.
a
rwthe remaining c
li three variables. The order of the variables is important.
f. Repeat the process
g afor l e
You must list
a r Avariablesrainbthe same order as the columns in the SQL statement. In this
h the value
example,
s n s fein the GRP column is assigned to the GROUP variable, the value in the
u
T -tracolumn is assigned to the DISPLAYNAME variable, USERNAME is assigned to
SALESREP
on variable, and the LOGLEVEL variable is given the value of 2.
thenUSER
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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c o m d e
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a r a u se
u s h to
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T -OK
n
k. Click trato close the Connection Pool dialog box.
no
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.
4. Check in changes.
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.
s a
k. Click Apply. ) h a
o m de
l. You should receive an update message that user SH has been modified successfully.
c
a il
G ui
g m ent
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m. Log out of Oracle Enterprise Manager.ra
a u se
u s h to file.
8. t e
Edit the security section of the NQSConfig.ini
l ( cens
a
arw ble li
a. Navigate to D:\OracleBI\server\Config.
g
a r A ra
b. Open NQSConfig.ini.
c. Scroll
u s h nsfe section.
to the SECURITY
T -trathe second authentication option, AUTHENTICATION_TYPE = DATABASE,
d. Uncomment
byn on the preceding # signs.
deleting
e. Where it says some_data_base, enter Authenticate, the name of the database you
created in the Physical layer.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
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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.
s a
Outcome You have set the maximum rows of any query to five rows, the maximum timeh
) a
of any query to 1 minute, and restricted access to a database on Sundaym
c o from
d e
12:00 AM to 7:00 AM.
ail t Gu i
m
g den
1015 minutes @
l19 s Stu
Time
a
rw thi
g a
a r a u se
Instructions
u s h to
t
l ( and e
ns the ABC repository in online mode. Log in as
a c e
g arw
1. Start the Oracle BI Server
with
service
l
passworde i open
lAdministrator.
Administrator
a r A rab
s h nsmay fe consume too many system resources by setting query limits for the
u
2. Disallow queriesathat
T -trgroup.
SalesManagers
n
a. Opennothe 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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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r a u s e
If a time period is not highlighted, a
sorhmoretheegroups,
to the
access rights remain unchanged. If access is allowed or
l t
disallowed explicitly to (one u s user is granted the least restrictive access for
a e n
a r l ic
w areedefined.
the time periods that
l
d. Click OKAtogclose thebRestrictions dialog box.
a User/Group Permissions dialog box.
e. Click
h aOKr to close
f e rthe
s
s OKanto close the Group dialog box.
TuClick
f.
- tr
n
o Security Manager.
g. Close
n
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?
f. Expand Error Details to view message. What does the error message state?
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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.
s a
Outcome
) h a
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.
c o m de
a il
G ui
Time 1015 minutes g m ent
@ d
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g a rw thi
Instructions a r a u se
u s h to
t
( in eonline
lopen e
ns mode.
1. Return to the ABC repositorya
rw le li c
g a b
2. Create a new userAand set aafilter.
a r
h Security f e r
a. Opensthe
n s Manager and create a new user Rib Pit with no password, and with
Tu level
logging - r a
t to 2.
set
n
nothe Permissions button.
b. Click
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.
d. Click Results.
s a
) h a
e. Navigate to D:\OracleBI\server\log and open NQQuery.log
c o m(Settings
d e>
Administration is not accessible by this user). Scroll to the bottom
ail of the i
uand then back
file
up to find the entry for the Rib Pit user. Note that the g m t G
n in the WHERE
filter is applied
@ d e
clause.
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
h. Check the query log. Note that no filter is applied because there are no references to any
attributes in the Customers folder.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
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g m ent
d. Close the log file. @ d
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6. Set up a filter using a variable to filter data forrw
g a thi group.
the SalesUsers
e
a. Open the Security Manager.
h a ra us
s t o
b. Create a new SalesRep
a l (tugroup.e se that this is the group in SECURITYTABLE.
Recall
n
a r
c. Click the Permissionsw button.
e l ic
d. Click the A g ab
Filters tab.
l
r
haAdd.nsfer
s
e. uClick
T the-tleft
f. In n rapane, expand SupplierSales and double-click the Customers presentation folder
ntooadd 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.
i. Click OK to close the Expression Builder. The filter is added to the Filters tab.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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g arw ble li
a r A ra
u s h nsfe
T -tra
non
s a
) h a
c o m d e
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a r a u se
u s h to
t
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a
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non
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.
s a
) h a
Instructions
c o m d e
ail t Gu i
1. Close the ABC repository. m
g den
@
2. Stop the Oracle BI Server service.
a l19 s Stu
g a rw thi
3. Enable the cache parameter in the NQSConfig.ini
a r a u se file.
s
a. Navigate to D:\OracleBI\server\Config.
u h to
b. Open NQSConfig.ini.
t
l ( cens e
a
c. Locate the CACHE
g arw section
b l e i set the ENABLE parameter to YES.
land
d. Savea r
and Aclose therafile.
sh ans f e
T u tr BI Server service.
4. Start the -Oracle
no n
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:
d. Click Results.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
e. Log out of Oracle BI. t
l ( cens e
a
6. arwin bonline
Open the ABC repository
g l e limode. Log in as Administrator with password
a r A ra
h nsfe
Administrator.
u s
7. Tthe Cache
Open
n - traManager and ensure that the request you made is listed as a cache entry.
no Manage > Cache.
a. Select
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?
h. With this entry still selected, scroll to the Created and Last used columns. Are the values for
these fields the same?
j. Were the results for the query you created derived from an existing cache entry or returned
directly from the database?
c o m d e
directory. The modified time of the file should coincide with the time you originally created the
request (time recorded above).
ail t Gu i
m
a. Navigate to D:\OracleBIData\cache. The file in this directory is the cache file that
g den
@
resulted from your query.
a l19 s Stu
b. Ensure that the modified time of this file is the same as the time you created the request.
g a rw thi
9. Create a new request. a r a u se
u s h with notopassword.
t
a. Log in to Oracle BI as JMEYER,
l (you ccreated e
nsearlier
r a
b. Create the same request
w e li e and inspect the results:
a
g abl
r A
a sfer
s h
Tu -tran
non the request satisfied by the database or by a cache? Explain.
c. Was
b. Ensure that you see a Cache Hit on query entry for the query initiated by JMEYER.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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c. Note that the log identifies who created the cache entry: MWEST.
g m ent
d. Close the log file. @ d
e. Log out of Oracle BI. a l19 s Stu
g a rw thi
11. In response to JMEYERs request, determine r e entry was made in the Cache
aif a newuscache
Manager and filed in the Cache directory.s a
h If a new
to entry was made in the Cache Manager and
t
( e u e
filed in the directory, then ana lexisting
c ns was not used to satisfy his request.
cache
a. Return to the ABC
g rw le and
arepository li open the Cache Manager.
b. Are there any
a r f e ab with JMEYER as the user?
Aentries rlisted
h s
Tus -tran
c. Has nothenLast used date for MWESTs cache entry changed? Explain.
s a
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u s h to
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g arw ble li
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u s h nsfe
T -tra
non
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
7.j. Were the results for the query you created derived from an existing cache entry ) a
hor returned
directly from the database? c o m de
Results for this query were returned directly from the database. a Last
il used G uito Never,
is set
indicating the cached entry has never been used. Thus, no cacheg m entrye n t for this query
existed
@ d
until now.
a l19 s Stu
9.c. Was the request satisfied by the database g a
or e thiExplain.
rbywa cache?
JMEYERs query was fulfilled by the a a thatusresulted from MWESTs query earlier.
rcache
Because JMEYERs requesttu s h ttoothe cache, the server used the cache (cache
was e
identical
l (against nsdatabase.
a
hit) instead of processing c e the
g arw ble li
11.b.
a A entriesralisted with JMEYER as the user?
Are thererany
Nosh n s fe
u
T -tra
11.c. Has
n n Last used date for MWESTs cache entry changed? Explain.
othe
Yes, because JMEYERs query used this cache to satisfy his request and the last used date
was updated to reflect this.
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a r A ra
u s h nsfe
T -tra
non
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
s a
Time 1015 minutes
) h a
c o m d e
ail t Gu i
m
g den
Instructions @
a l19 s Stu
1. What are some advantages of using a caching system
g a e thi
rw for requests?
h a ra us
s t o
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
ra is a list of criteria that can qualify a cache hit. If all but one of these
2. TrueTor false:-tThere
n
no are met, a cache hit will not occur.
conditions
5. If you wanted to store cache files in a different location, where do you indicate this?
g. Click OK.
s a
h. Close the Cache Manager.
) h a
i. Close the repository.
c o m de
ail entries i
uallowed.
7. Decrease the number of rows per cache, as well as the number m
g of cache
n t G
a. Stop the Oracle BI Server service. @ d e
b. Navigate to D:\OracleBI\server\Config. a l19 s Stu
c. Open NQSConfig.ini. g a rw thi
d. Locate the CACHE section. ha
ra u se
e. Modify as follows: l (tu
s e to
a c e ns
g arw ble li
MAX_ROWS_PER_CACHE_ENTRY = 150000
r
a sferA
MAX_CACHE_ENTRIES a = 9000
s h n
Tu -the t r achanges
non
f. Save and close the file.
e. Click OK.
f. Close the Cache Manager.
E Oracle BI Suite Enterprise Edition 10g Bootcamp 245
Module 18: Cache Management
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c. Click Results. c o m d e
ail t Gu i
d. Log out of Oracle BI. m
@ g den
e. Return to the Administration Tool and open the Cache Manager.
a l19 s Stu
f. Do you see an entry for the request you just created?
g a rw thi
a r a u se
g. Close the Cache Manager. ush e to
t
l ( cens
a
arw ble li
11. Make the tables cacheable.
g
a r Alayer, rdouble-click
a. In the Physical a the D1_CUSTOMER2 table.
shthe General
b. Select f e
s tab.
T u r a n
c. Select the-tCacheable check box.
noOK.
d. Click
n
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.
c. Click Results.
d. Log out of Oracle BI.
e. Return to the Administration Tool and open the Cache Manager.
f. Ensure that there is a new entry for the request you just created.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
14. Purge cache entries. g m ent
@ ortselect
ud Edit > Purge. In this
a. Right-click the cache entry for JMEYER and select
a l19Purge, S
g a w multiple
pane, it is possible to purge a single cacherentry,
e t his entries, or all entries.
b. Click OK to confirm cache purge.ra
h a of the
t o uspane.
c. Click the Physical tab at the sbottom left
d. Expand ORCL > Supplier2.
a l (tu cense
arw ble ltable.
e. Select the D1_PRODUCTS
g
i A message appears on the right stating that all associated
r A will rbeapurged for this table. In this pane, it is possible to delete cache entries
cache entries
a
s
for s fe multiple tables, or the entire schema.
ha singlentable,
u ra > Purge.
T Select-tEdit
f.
n
o OK to confirm cache purge.
g. nClick
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.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
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g arw ble li
a r A ra
u s h nsfe
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non
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
s a
3. True or false: Cache files are stored in the D:\OracleBIData\cache ) a
hdirectory.
True c o m de
a il
G ui
4. True or false: Cache files can be stored anywhere. g m ent
@ tumachine.
d
True, cache files can be stored anywhere, even1
a l on9a separate
S
5. If you wanted to store cache files ing aadifferent
e this where would you need to indicate
rw location,
this?
h a ra us
To define the location of s
uwhere cache t o
e filesSection.
are stored, you would need to indicate this in
l ( tfile, n s
the NQSConfig.ini
a r wa e lice in the Cache
6.d. Number A l
ofgentriesacurrently
b in cache:
h a r f e r
1 s
Tus -tran
6.e. n
noMaximum 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
s a
) h a
c o m d e
ail t Gu i
m
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@
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a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
) h a
Instructions
c o m de
a il
G ui
1. Use a given script to create the S_NQ_ACCT usage-tracking g m Thisentable
table. t stores the usage
l 1 9@ Stud
tracking data when queries are run against Oracle BI Server.
a. Open Oracle SQL*Plus (Start > Programsw
r a s
> Oracle iOraDb10g_home > Application
a t h
Development > SQL Plus).
a r ag withuspassword
e
s h
b. Log in to the ORCL host as SUPPLIER2
t o SUPPLIER2.
c. At the SQL prompt, enter:
a l (tu ense
r w e lic
start D:\oraclebi\server\schema\SAACCT.Oracle.sql;
a
d. Press [Enter].
A g Ensurea b l the table and three indexes are created.
that
e. At hthe r
aSQL prompt,
f er enter DESC S_NQ_ACCT; and press [Enter] to view the table
s an s
Tustructure.
- t r
non SQL*Plus.
f. Close
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
u s ha nsfe
Measures.
T Drag-the
o.
n traABClayer
Usage Tracking business model to the Presentation layer to create the
n o
Presentation objects.
p. Check in changes.
q. Check consistency, and if the repository is consistent, save the repository.
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?
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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
s a
h a
and writes. The setting is CONNECTION_POOL = ABC Usage Tracking.ABC
)
Usage Tracking Connection Pool.
c o m d e
ail t Gu i
j. Leave the default settings for BUFFER_SIZE, BUFFER_TIME_LIMIT_SECONDS,
m
g den
NUM_INSERT_THREADS, and MAX_INSERTS_PER_TRANSACTION. Your screen should
@
look as follows:
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
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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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
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g a rw thi
a r a u se
s h usage-tracking
o. If desired, experiment with other
u to queries.
t
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Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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? a
a s
Use "<Database>"."<Schema>"."<Table>", which is formatted to support Oracle.
h
m )
c o i d e
m ail t Gu
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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.
Instructions
s a
1. Modify two users, MWEST and JMEYER, to give them administrative privileges ) so
a
h they can act
c o m dewith
as developers. As a precaution, reset their passwords. So they need to communicate
you
before starting with development. ail t Gu i
a. Close the ABC repository that is open in online mode.
m
g den
@
b. Stop the Oracle BI Server service. a l19 s Stu
c. Open the ABC repository in offline mode
g a e thi
raswAdministrator, with Administrator
as password. a
ar to us
s h
d. Select Manage > Security. tu nse
l (pane.
e. Click Groups in thealeft
a r w l i ce
f. Double-click
A a b le Administrator and MWEST are already members of the
gAdministrators.
r
haAdd.nsfer
Administrators group.
s
g. uClick
T -tJMEYER.
n
h. Select
ra
o
i. nClick 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.
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. s a
c. Enter Inventory Fact Table Project as the name. ) h a
d. Expand Catalogs in the left pane. c o m d e
ail t Gu i
e. Expand Inventory. m
f. Select Inventory.Inventory Facts. @ g den
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g. Click Add. Note that a Catalogs folder appears in the right pane.
a rw thi
h. Expand Catalogs in the right pane. Note that the Inventory presentation catalog is
g
a r a
automatically included in the project. u se
u s h to
t
l ( cens e
i. Expand Inventory in the right pane. Ensure that Inventory.Inventory Facts has been
a
included in this project as well.
arw ble li
j. Expand the Users folder in the left pane.
g
r A ra
k. Press and hold [Ctrl] and select Administrator, MWEST, and JMEYER.
a
u s h nsfe
l. Click Add. A Users folder is added to the right pane.
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non
m. Expand the Users folder in the right pane and ensure that the three users are added to the
project.
s a
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c o m de
o. Click OK to save the project and close the Project window.
a il
G ui
g m ent
4. Create a second project to contain the Inventory presentation
1 9 @ tud Note that this project also
catalog.
contains the Inventory Facts logical fact table. This l S that it is possible for projects to
a demonstrates
s
r w h i
ga se t
overlap, or for one project to contain another.
a. Select Action > New Project. ara
h t o u
b. Enter Inventory Project s
tu nse as the name.
c. Expand Catalogsw l (left
inathe ce
pane.
a r l i
d. Double-click
A a b le presentation catalog. Note that a Catalogs folder appears in the
gthe Inventory
righta
h r
pane.
f er
s s
T added-ttorathen project.
e. uExpand Catalogs in the right pane. Note that the Inventory presentation catalog has been
on
f. nExpand 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.
s a
) h a
c o m de
i. Click OK to save the project and close the Project window. Your a
il Manager
Project G ui should
look as follows: g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
arwtobclose
j. Select Action >gClose l e i Project Manager.
lthe
k. Save youra r A torthe
changes a repository. It is not necessary to perform a global consistency
h s f e
Tus -tran
check.
5. nonmaster repository to a shared directory. This allows all the developers on the
Copy your
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.
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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.
s a
) h a
Instructions
c o m de
a il
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1. Connect to the shared repository and check out the Inventory Project g mas MWEST.
e n t
l 1 9@ S>tuCheckout.
a. In the Oracle BI Administration Tool, select File > Multi-User d The Extract
from SharedABC.rpd dialog box opens. a
rw this
b. Enter MWEST as the username and password.
a g a e
a r u s
c. Click OK.
u s h to
d. Note that the two projectslyou t
( created e
nsare listed.
a
rw and
e. Select Inventory Project c e
li OK. The New Repository dialog box opens.
click
g a b l e
a r A name
f. Change the file
defaulthrepository f e rtoaMWEST.rpd.
directory and not the
Note that this repository file is being saved to the
shared repository directory you created earlier. Also,
u s n s
a of the shared master repository, SharedABC.rpd, has been copied to the
T that-atrcopy
note
default
n o nrepository 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?
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
d. Click Stats. A summary of the number of changes is shown. One object was deleted from the
modified subset.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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 s a
made to the repository in the merge. ) h a
c o m de
a il
i. Double-click SharedABC.merge_log.csv to open it using Microsoft Excel and check
G ui
the changes.
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h withoutto saving any changes and close MS Excel.
j. Close SharedABC.merge_log.csv t
l ( Toolcewith e
nsSharedABC.rpd open and ensure that the Regions
a
anorw li in the Inventory presentation catalog.
k. Return to the Administration
g
presentation table
A rab l
longer e
appears
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h nsfe
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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
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.
s a
p. Select File > Multiuser > History. ) h a
q. Log in as Administrator with the password Administrator. c o m de
a il
G ui
r. The Version 1 of SharedABC repository is opened and the history of changes is displayed.
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
s. Right-click the entry and select
u s hView > tDetails.
o The event details for the project are
displayed: t
l ( cens e
a
g arw ble li
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u s h nsfe
T -tra
on the details window.
t. Close
n
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
f. r
Select the listing to highlight it and then
a se button to view the objects
aclick theuellipsis
s
deleted from the Current repository.
u h to
t
l ( cens e
a
g arw ble li
a r A ra
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T -tra
g. Click
n
noCancel.
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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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.
s a
) h a
c o m d e
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@
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Answers
2.a. Using Windows Explorer, navigate to Shared Documents\RPD. Which are the new
files that appear?
SharedABC.000 and SharedABC.mhl
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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.
User ID Administrator
Password Administrator
c. Click Log In.
5. Click Answers to navigate to the Oracle Business Intelligence Answers start page. If the
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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?
k. Select Results Only in the Display drop-down list to view the results without the header
toolbars.
b. Click the Criteria tab to verify that the Dollars column was added to your request criteria.
s a
) h a
12. Save the request in a new folder.
c o m de
a. Click the Save Request button . The Save Request dialog box a
G ui
ilis displayed.
b. Click the Create Folder button. The Create Folder dialoggbox e n t
m is displayed.
@ tud
c. Name the new folder. Enter My Sales in the Caption
a l19 field.
s S
d. Click OK. A new folder is created in My r w
Folders. h i
e. Click the My Sales folder. r a ga se t
f. In the Name field, enter Saless h a Stateto. u
l (tu cense
by
g. Click OK. a
rw in lthe i Sales folder in the My Folders section of the Oracle BI
lMy
h. The requestg isasaved e
r A Catalog.
Presentation
a f e r ab
h ns
Tusthe-saved
13. View tra request in the catalog.
n
o the Answers link.
a. Click
n
b. In the Catalog section, select My Folders > My Sales to see your saved request.
c. Click Sales by State. 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.
18. Change the format again to appear as whole dollar amounts without decimal points.
s a
a. Click the Criteria tab.
) h a
b. Click the Column Properties button in the Dollars column. The Column Properties
m
dialog box is displayed. c o i d e
c. Click the Data Format tab. m ail t Gu
d. Select 0 from the Decimal Places drop-down list. @ g den
e. Click OK. a l19 s Stu
g a rw thi
f. Click the Results tab.
a r a u se
19. Center the alignment of the customer
u s hcolumn. to
a
a. Click the Edit View button
t se below the title in the Compound Layout.
l ( forcethentable
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20. Repeat the process and set the Vertical Alignment of the State column to Top and examine the
results.
274 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 21: Working with Oracle Business Intelligence Answers
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
23. Navigate to the Criteria and Results tabs and verify that the new name is displayed in both
places.
s a
) h a
c o m de
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G ui
g m ent
l 1 9@ Stud
a
rw this
24. Set up conditional formatting on the Dollars column.
a. Click the Criteria tab. g a
b. Click the Column Propertiesh a
button
se column.
rain the Dollars
u
t u s e to
a ( ens
c. Click the Conditionall Format tab.
r w e button.
d. Click the Add Condition
a l ic
A g fromathe
e. Select Dollars l
b drop-down list. The Create/Edit Filter dialog box is displayed.
f. Select
r
hais less r
fe from the Operator drop-down list.
than
u s n s
g.
n tra in the Value field.
T Enter-250000
o OK. The Edit Format dialog box is displayed.
h. nClick
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
n. Click OK to close the Column Properties dialog box after you finish.
o. Click the Results tab to view the conditional formatting.
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p. Save n request as a new request in your My Sales folder. Name the request Formatted
nothis
Sales By State.
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ail t Gu i
m
g den
@
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v. Click OK and verify that the dollarg a amounte thi in your results.
rw increases
h a ra look ulike
s this:
The criteria for SalesFacts
s should
t o
a l (tu cense
g arw ble li
a r A ra
s n s feshould look like this:
h The results
u
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non
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.
v. Click OK.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
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g a rw thi
vi. Click OK and verify that your results
a r u se
a are ranked.
u s h to
t
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a
g arw ble li
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Innthe Dollars column, click the Edit Formula button.
vii.no
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.
c. Change the format of the column to eliminate the $ sign from the custom formatting because
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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g den
@
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g a rw thi
a r a u se
h
26. Save the request to the My Salessfolder.
u to
t
( Choose
a. Click the Save button.l The e
nsFolder dialog box is displayed.
b. Verify that theaFolder
a
rw field i c e
lindicates My Folders: My Sales.
g l e
a A Sales
c. Enter Ranked
r f e r abby State in the Name field.
h OK. s
Tus -tran
d. Click
non
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?
s a
The Customer column is added to the request criteria.
) h a
c o m d e
10.b. What are three ways to review results in the table format?
il button.
aResults u i
Click the Results tab, click the Table button, or click the Display m
g den t G
@
10.e. How many rows of data are in the table for this request?
a l19 s Stu
136
g a rw thi
13.c. Click Sales by State. What happens? a r a u se
u s hresults aretodisplayed in the workspace.
l ( cense
The request is executed and
a
t the
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
s a
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator.
) h a
To do this, click Start > Programs > Oracle Business Intelligence > Presentation Services and
c o m de
enter Administrator in the User ID and Password fields.
a il
G ui
2. Add filters to your saved request. g m ent
@ d
a. Click the Answers link.
a l19 s Stu
b. Open the Formatted Sales By State request.
g a rw thi
i.
a a
Click the Catalog tab (in the rselection se
pane).
u
ii. Select My Folders > u Mys hSales andtexpand
o the My Sales folder.
t
l ( cFormatted e
ns Sales By State.
iii. Click the savedarequest, e
iv. Click the g rw lbutton.
aModify e li
c. Add a r A to show
a filter r b only from the West region. Note that you dont want to add the
arecords
sh column f e
s to your results.
TuRegion r a n
t Region in the Customers table. The Region column is added to the Columns
i. n-Click
o
n 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.
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. s a
) h a
c o m de
d. Add another filter value to show records only from 1999. Follow thea
G ui using the
ilsteps above,
Periods table and the Year column. g m ent
@ d
e. Check your filters:
a l19 s Stu
g a rw thi
a r a u se
f. How would you change the (AND t u shto an OR
e tinoyour filters?
a l cens
g arw ble li
g. r A tab rtoaview the results.
Click theaResults
u s h nsfe
T -tra
non
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.
s a
b. Open the Sales by State request in the My Sales folder. ) h a
c. Click the Modify button. c o m de
a il
G ui
d. Add the Month column to the request by selecting Periods, and then Month in the selection
pane. g m ent
@ d
e. Click the Add Filter button in the Month column.
a l19 s Stu
g a rw thi
f. In the filter Operator field, choose is equal to / is in.
r a se
g. Change Value to Variable by clicking the Add button and selecting Variable, and then
a u
s h
Repository from the drop-down list.
u to
t
l ( cens e
a
Note: The administrator has predefined variables called CURRENT_MONTH and
PREVIOUS_MONTH.
g arw ble li
r A Variable
h. In theaServer ra field, enter CURRENT_MONTH.
h
s theaAdd s f e
i. uClick
T t r n button and select Variable, and then Repository from the drop-down list.
-
non
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.
Answers
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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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
s a
Instructions
) h a
m de
colog
1. If necessary, start Oracle Business Intelligence Presentation Servicesiland inuasi Administrator.
a
m ent G
2. Create a request. @ g d
a. Click the Answers link. a l19 s Stu
b. Select the SupplierSales subject area. arw
g e thi
c. Create the following request: ara us
s h t o
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
T column
3. Add a
- t r a filter prompt.
on the Prompts tab.
a. Click
n
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.
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k. T OK.-trThe
Click a prompt is added to the request.
no n
a. Click the Test Prompts button. The prompt appears in a separate window. Notice the Skip
Prompt option:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
b. Click the drop-down list and verify that three regions appear: Central, East, and West.
s a
) h a
c. Close the window where the prompt appears.
c o m de
5. Repeat the steps outlined above and build two more column filter a
il one
prompts: G ufori State, and one
for City. Use the screenshots below as a guide. g m ent
@ d
a. State column filter prompt: a l19 s Stu
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s a
) h a
c o m d e
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g den
@
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g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
s h ordern s fe
6. u
T -tra of the column filter prompts.
Set the execution
non use the up and down arrows to move the prompts so they appear in the
a. If necessary,
following order:
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.
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Scenario Create an image prompt for a map image that users click to return results filtered by
region.
Time 10 15 minutes
Instructions
s a
) h a
1. Save an image file in the inetpub\Wwwroot directory so that the Oracle BI Presentation Server
can locate the file.
c o m d e
a. In Windows Explorer, navigate to D:\labs.
ail t Gu i
m
b. Copy the file USAMap.jpg. This image has already been defined with hot spots for the
g den
@
purposes of this practice. The image is a United States map with three drillable regions
defined: West, Central, and East. a l19 s Stu
c. Paste the file into D:\Inetpub\Wwwroot. g a rw thi
a r a u se
2. Create the following request: u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -traprompt.
3. n
Create an image
nothe
a. Click 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.
f. Select and copy the contents of USAMap.txt and paste them into the HTML image map field.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
g. Click Extract Image Map from HTML. The Image Map Prompt a
G uidialog box
il Properties
g m inethentHTML field.
expands to show the area titles, shapes, and coordinates entered
h. Enter the following values. Area Title can be any 9@Column
l1value. S tudneeds to be a fully qualified
a s must display values contained
column name in the format Table.Column.rw
g a e thicolumn
The Value
h a ra
in the request table. Column and Value are case-sensitive.
us
Column s t o
l (tu cense West
Area Title Value
West a
Customers.Region
rw le li
Central ga Customers.Region
r A a b Central
Easta
s h s f erCustomers.Region East
i.TuChecktyour
- r anwork.
non
s a
) h a
c o m de
a il
G ui
g m ent
@verify that
l. Move your cursor over the different regions of the map9and d the region names
appear. a l1 s Stu
m. Drill down on the West region. g a rw thi
a r
n. Verify that you see the expected results.
a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
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Goals To combine the results of two requests using union, union all, intersect, and minus set
operators
Instructions:
s
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as Administrator. a
h a
To do this, click Start > Programs > Oracle Business Intelligence > Presentation Services and
)
enter Administrator in the User ID and Password text boxes.
c o m d e
a il u i
2. Combine criteria from multiple requests using the Union set g m
operator. n t G
a. Click the Answers link to navigate to the Answers 1 @
9start page.
t u de
b. Select the SupplierSales subject area. rwa
l s S
h i
a ga se t
c. Create the following request and filter:
r
s h a to u
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
T -tra
on
d. nClick Combine with Similar Request. The Subject Area list appears.
e. Select the SupplierSales subject area. The Set Operations page appears.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
f.
m
g request
Click column names in the selection pane to create the following e nand filter:
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Please note that the number of columns and data types must be consistent.
g. Click the Set button and select the Union set operator (Union is the default).
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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a
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a r A ra
u s h nsfe
3. n
Combine
tra from multiple requests using the Union All set operator.
T -criteria
no
a. Click the Criteria tab to return to the Criteria view.
b. Click the Set button and select the Union All set operator.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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a
g arw ble li
a r A ra
s h nsfmultiple e
4.
T u
Combine criteriaafrom
t r requests using the Intersect set operator.
-Criteria tab to return to the Criteria view.
non
a. Click the
b. Click the Set button and select the Intersect set operator.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. s a
) h a
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a il
G ui
g m ent
@ d
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g a rw thi
a r a u se
u s h to
c. Click the Results tab to t
l (display e
nsdisplays
all rows from the first request that are not in the other request
a
w e li
(Minus). In this rexample, thec e
table all customers with revenue between five
a l
g ten thousand.
thousand A
a r
and
f e r ab
h s
Tus -tran
non
6. Save the combined request as Customers Revenue Between Five and Ten Thousand in
the My Sales folder.
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.
Instructions:
s a
1. )
Set the privilege to allow the Administrator user to create and issue direct database h a
requests. Any
user can execute a direct database request, provided that the Administratorchas m
e user
o granted the
this privilege. a il Guid
a. Click the Settings link and select Administration. The Oracle g mBI e n t Services
Presentation
@ d
Administration window opens.
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a r a u se
u s h to
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b. Click the Manage Privileges link. The Privilege Administration window opens.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
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c o m d e
c. Scroll to the Answers section.
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@
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a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
s
d. Locate s fe Direct Database Requests privilege.
h thenExecute
u tra permitted). The Change Privilege Permissions window opens.
T Click-(not
e.
no n
g. Next to Administrator, click Add to give the Administrator the privilege to execute direct
database requests.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. s a
c. Create the following request and associated filters: ) h a
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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:
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 s a
having 2000000 < sum(D1_Orders2.ActlExtnd)
) h a
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a il
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g m ent
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u s h to
t
l ( cens e
a
g arw ble li
a r A SQL ra and Retrieve Columns and verify that the appropriate columns appear
e. Click
h Validate
s Result s f e
Tuunder - t r an Columns:
non
f. Click the Results tab and verify that the same results from the previous step are returned:
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Scenario Add a chart to a request and rearrange how the various views within a request are
displayed.
Time 5 10 minutes
Instructions s a
) a
hthe Compound
In the following exercise, you add and arrange Chart, Table, and Title views within m de
c o
Layout view.
a il
G ui
1. Start Oracle Business Intelligence Presentation Services and g log n t
min as eAdministrator.
l 1 9@ Stud
2. Click Answers to clear the workspace and navigate
r a
w to the s BI Presentation Catalog where
iOracle
saved requests are stored. a t h
a r ag use
3. Modify the Sales by State request.
u s h to
a. Select the saved request,
t e
l (SalescebynState,
s from the catalog.
a
b. Click Modify.arw e li
g
ASalesFacts l
b add the measures Units Ordered and Units Shipped to the Sales
afolder,
c. From the
a r f e r
T u shState arequest.
by n s
d. From-the
n r
t My Filters folder, click the West Region, 1999 filter you created previously to add
o
nit 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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
7. Change the chart width by clicking and dragging the horizontal bar at the bottom of the chart two
s a
tick marks to the right.
) h a
c o mthe chart,
d e
8.
a l t Gu
Verify that the horizontal and vertical axes titles are displayed, create a ititle for i and
move the legend. m
gdialog dboxenis displayed.
a. Click the General Chart Properties button . The General @
b. Select Custom Title and enter Western Sales 1999 a l1in9 thesfield.
S tu
c. Click OK. g a rw thi
a r a u se
d. Verify that the title was added to the
u s h chart.
to
e. Click the Additional Charting t
l ( censOptions e
button.
a
g atherwLocation
f. Select the Legend tab.
l e li
b drop-down list.
g. Select Bottom
r A in
r a
u s ha nsfe
h. Click OK.
T that
i. Verify
- a legend moved from the default location to the bottom of the chart.
trthe
n
noover the rectangles in the chart and verify that the data value is displayed.
j. Roll
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.
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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.
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.
s a
11. View the results in the Compound Layout.
) h a
a. Select Compound Layout from the result view drop-down list.
c o m d e
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@
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g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
b. Click
n tra button to add the chart to the Compound Layout.
T the-Chart
no
c. If necessary, scroll down to view the chart.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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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 s a
a
) h way for
Using the Column Selector view in your Compound Layout view, you can providem a quick
users to select a column for which they would like to view sales fact results. lco
a i u ide
g m estart n G
tpage.
1. Click the Answers link to clear the workspace and return to the Answers
a l 19@ Stud
2. Click the SupplierSales subject area.
g a rw this
3. Create the following request: a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
4. ClickTthe Results
with a titlen -
view
traand
tab to view your results. By default, the results appear in a Compound Layout
a table view.
no
s a
) h a
c o m d e
ail t Gu i
m
g den
@
l19 sSelector
b. In the Column 1 column (Customer), select the Include
a S tu option.
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a r a u se
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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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
d. Click OK to return to the Compound Layout view. c o m d e
ail t Gu i
e. Scroll to the bottom and locate the Column Selector view. m
f. Drag the Column Selector view above the Table view in @ the g d e
Compound nLayout.
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a r a u se
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.
b. Select the other columns from the Column Selector and notice the results.
310 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 24: Building Views and Charts in Requests
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) h a
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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: s a
) h a
1. Create a Compound Layout view.
c o m de
a. Create the following request and associated filter: a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
( ecolumn
Please note: If you add thel Region
e
ns to your request to create the filter, delete it from
a c
rw thelefilter.
the request after creating li
g a
a r A rab
b. Click Results:
u s h nsfe
T -tra
non
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
2. t
l ( view.
Create a duplicate of the Chart s e
nDuplicating a view is useful when you want to make
r
changes to a view while a
w e li c
preservinge the original view, or when you want to create a new view
a
g view.
based on an existing b l
a r A r abutton
s h ns
a. Click the Edit f e
View for the Chart view.
u
T Click-the
b. traDuplicate View button at the top of the workspace.
n
o Duplicate View from the list.
c. nSelect
d. Notice that the duplicate view has the numeral 2 appended to it.
s a
) h a
c o m d e
ail t Gu i
i. Select Compound Layout from the view drop-down list. m
j. Select Add View > Chart: 2. @ g den
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g a rw thi
a r a u se
u s h to
t
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a
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non
k. Drag the Chart (2) view above the Table view and below the original Chart view.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
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g a rw thi
a r a u se
u s h to
t
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a
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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.Sales Rep, and Customers.State.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
g. Select Month from the Column Selector drop-down list and observe the results:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
a w thi
rSelector
h. Select the other columns from the Column
r a g se drop-down list and observe the results.
a
h view. to u
u s
l ( cefornstheeTitle view located at the top of the workspace.
4. Add a title to the Compound tLayout
a. Click the Edit View abutton
rw Name. li When the request is saved, the saved name will appear as the
b. Select Display g aSaved l e
title. ar
A rab
s h the Edit s e
fbutton
c. uClick
T t r a n to the right of the Title field.
d. Make
n o n- 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.
n. Check your work. Your Title view should look similar to the following:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
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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:
s a
1. Create the following request and associated filters: ) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
( column
l Year e
ns to your request to create the filter, delete it from the
a
Please note: If you add the
c e
g arwthebfilter.
request after creating
l e li
a r A ra
u s h nsfe
T -tra
non
a. Click Results.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
2. g
Specify report totals. arw ble li
r
a. Click theaEdit
AView button
ra
s h s f e for the Table view.
Tu -tran
non
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r AGrand Total
ra button again to verify that the option Report-Based Total is selected.
c. Click
h the
s f e
Tus -tran
non
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.
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
3. T values
Combine
n - trainto bins.
nothe Edit Formula button for the Day column. The Edit Column Formula dialog box
a. Click
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.
i. Repeat the steps and create two more bins: March First Half and March Second Half.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
j. Click the Column Formula tab a r
and secolumn formula created when you built the
aexamineuthe
u s h to
bins. t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
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non
k. Click the Table View Properties button near the top of the workspace. The Edit View
dialog box opens.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
l. Experiment with specifying u s hTable view
the to properties: paging controls, rows per page,
display column and a
table
t
l ( headings, e
nsand green bar styling.
c e
rw saveletheli request in the My Sales folder as My Table View.
m. When you areadone,
g
A rab
5. Leave a r
h nopen
Answers fe for the next practice.
u s s
T -tra
non
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
s a
Instructions: ) h a
c o m de
1. Create the following request: a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
2. Click Results.
u s h to
t
l ( cens e
3. Add a Filters view. a
w e li
a. Select Add View g a> rFilters
b l add a Filters view.
to
r A a
b. Drag the
s h aFilters view
s f erabove the Table view and below the Title view.
Tu down
c. Drill
- t r
onanthe Central region.
onhow the Filter view changes after drill down. This is because drilling down limits the
d. Notice
n
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:
h. Click the Criteria tab. Notice that columns and filters have been automatically added to the
original request.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
g. Click OK to return to the Compound Layout view.
c o m d e
h. Check your work.
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
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u s h nsfe
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non
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
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
k. Click OK to return to the Compound Layout view and check your results.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
e. Accept all other defaults and click OK to return to Compound Layout view.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
h. Click OK.
a r a u se
i. Scroll down to the bottom of the
u s h
Compound toLayout. In the View Selector view, toggle
t
l ( views
between the different available
e
s verify that each is displayed.
nand
a c e
9. Save the request A asg
arw ble li
My Views.
h a r f e ra
s aopen s
n for the next practice.
TuAnswers
10. Leave
- t r
non
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.
Instructions s a
) h a
1. Create a request and add a Pivot Table view.
c o m de
a. Create the following request and associated filter: a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t e
( enatsthe top of the workspace to add a Pivot Table view. The
lbutton
r a
b. Click the Pivot Table
w appears.l ic
a
Pivot Table template
g ab l e
r A
a sfer
s h
Tu -tran
non
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.
s a
) h a
f. Verify that Display Results is selected. If not, select it.
c o m d e
g. Your results should look similar to the following:
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
b. Check your results. Notice that there are now two drop-down lists in the pivot table.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
d. nd
g m ent
What is the total dollar amount now for 2 & Goal Sports Caf?
@ d
a l19 s Stu
a ramount i the average rather than the
w tishnow
e. g
Check your results. Notice that the total dollar
ra e
sum. h a t o us
s
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
T -trawith some of the other available aggregation rules and notice how the value
nonfor total dollars.
f. Experiment
changes
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.
f. Check your work. Your results should look similar to the following:
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
E Oracle BI Suite Enterprise Edition 10g Bootcamp 337
Module 25: Showing Results with Pivot Tables
e. Click OK.
f. Click the More Options button for % Dollars, and select Show Data As > Percent of >
Section.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
This displays the percentage of the section that this value constitutes. com ide
g. Your results should look similar to the following: m ail t Gu
@ g den
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
h. Which customer in
g arthewCentral
l e i bought the highest percentage of sugar in 1998?
lregion
a r A rab
u s h nsfe
i. T customer
Which
n - tra in the Central region bought the highest percentage of white sugar in 1999?
no
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.
e. On the right, select the Powdered Sugar and White Sugar values.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
f. Click OK to close the Calculated Item dialog box.
c o m de
g. Your results should look similar to the following: a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
( eregion
h. Which customer in thel Central e
ns purchased the highest percentage of powdered and
a c
arw ble li
white sugar in 1998?
g
a r A ra
u s h nsfe
n - trarequest as My Pivot in the My Sales folder.
i.T Save the
9. In n
o
the Choose a result view drop-down list, select Compound Layout.
11. Click the Pivot Table button to add the pivot table to the Compound Layout.
Answers
4.a. What is the total dollar amount for 2nd & Goal Sports Caf?
$3434
4.d. What is the total dollar amount now for 2nd & Goal Sports Caf?
$1145
7.h. Which customer in the Central region bought the highest percentage of sugar in 1998?
Penn Brewery: 18.7%
s a
7.i. Which customer in the Central region bought the highest percentage of white) a
h in
sugar
1999? c o m de
Demos Steak and Spaghetti House: 4.6% a il
G ui
g m ent
8.h. 9@ Spercentage
Which customer in the Central region purchased the highest
l 1 t ud of powdered and
white sugar in 1998? a
rw this
Demos Steak and Spaghetti House: 6.3% g a
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
) h a
Instructions c o m de
a il
G ui
You now build a page in My Dashboard containing a report you g m ineanntearlier practice. This
created
dashboard presents you with regional sales data when you 9
1 @ tulogging
load it after d in to Oracle Business
Intelligence Presentation Services. a l s S
r w h i
t Services and log in as Administrator.
a ga Presentation
1. If necessary, start Oracle Business Intelligence
r s e
s h a to u
2. Click the Dashboards link.(tu
a l cense
arw button
3. Click the Page Options
g l e i select Edit Dashboard in the upper-right corner.
land
4. Createh aanew f e rabDashboard page.
r AInteractive
s theaAdd n s Dashboard Page button . The Add Dashboard Page dialog box is displayed.
TuClick
a. t r
-Western
o n
b. Enter
n 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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
e. Select the Western Region Analytics page in the Interactive Dashboard and verify that it
includes the request.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
( ens
l the e
f. Which view do yoursee a
w e dashboard
in l ic page?
a
g ab l
r A
a sfer
s h
Tu -tran
non
Answers
5.f. Which view do you see on the dashboard page?
Compound Layout view
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
s a
) h a
Instructions c o m d e
ail t Gu i
1. Prepare a request to use Interactive Dashboard prompts, including
m n variable.
g a Presentation
e
@ d
a. Click the Answers link.
a l19 s Stu
b. Select the Sales By State request from the My
g a rw thi
Sales folder.
e
c. Click Modify.
h a ra us
d. In the selection panel, add theu s t o
Customerse> Region column.
l ( t ns column. The Create/Edit Filter dialog box is
e. Click the Add Filter buttona in the e
c Region
displayed.
g arw ble li
r
f. Set the filter
a A
operator rtoais prompted and click OK.
g. Clicks h
the Addn s febutton in the State column. The Create/Edit Filter dialog box is
Filter
u
T -tra
displayed.
noAZn in the Value field to create an initial value for the prompt.
h. Enter
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.
n. Enter FavoriteRegion as the Variable Name and do not set a default value.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
g a rw thi
o. Click OK.
a r a u se
p. Add single quotation marks s
u h the variable
around to in the Column Formula field. Because the
t
( a string,
variable will be treatedl as e
nsit requires single quotation marks in the formula.
a c e
g arw ble li
a r A ra
u s h nsfe
T -tra
non
q. Click OK.
r. Save the request as Sales by Region - State in the My Sales folder.
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
s a
Control Drop-down list
) h a
Label Select State:
c o m de
j. Select the Constrain check box to constrain values for the State prompt
a
il basedG uoni the value
selected for the Region prompt. Deselect the (All Choices) check
g m box.ent
k. Save the prompt as Region and State Prompt in the9 @ tfolder.
ud
a l1 My sSales
S
3. Edit the Western Region Analytics page to add g a
the
e thiprompt you created.
rwdashboard
a. Click the Dashboards link.
h a ra us
s t o
a l (tuand
b. Click the Page Options button
e seEdit Dashboard in the upper-right corner.
select
n
c. Select Western Region
a r w e lic the Page drop-down list.
Analytics from
A g abl
h r
a sfer
s
Tu -Add anColumn button. A new column is added on the right.
d. Click the
n t r
noSection
e. Drag 1 from the left column to the right column.
h. Drag the Sales By Region - State object below the Region and State Prompt object.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
i. Click Save.
j. Click the Collapse button for the Western Region Sales request in the dashboard page so
s a
that you can view the prompt without distraction.
) h a
c o m d e
Note: When the dashboard displays, the Region Variable is not populated in the request and
the initial value for State is AZ.
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
5. s h open
Leave Answers n s fethe next practice.
for
u
T -tra
non
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
s a
) h a
Instructions c o m de
a il
G ui
g m and
1. If necessary, start Oracle Business Intelligence Presentation Services e n t
log in as Administrator.
l 1 9@ Stud
a
this
2. Click the Page Options button and select Edit w Dashboard.
g a r
e
rathe Pageudrop-down
s
3. Select Western Region Analytics from
s h a t o list.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
a il
G ui
g m ent
@ d
a l19 s Stu
5. Add an embedded content object.
g a rw thi
r a se
a. In Windows Explorer, navigate to D:\oracle\product\10.2.0\db_1\oui\guide.
a u
b. Copy the file oui.pdf. u s h to
t
l ( cens e
a
c. Paste the file into D:\Inetpub\Wwwroot.
d. In Presentation g arw bclick
Services, l e i Page Options button and select Edit Dashboard.
lthe
e. Drag thea r A rContent
Embedded a object onto the section below the Sales By Region - State
h s f e
us tran
request.
T
n o n-Properties button in the Embedded Content object.
f. Click the
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.
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
s a
) h a
Instructions m de
c o
1. Locate the folder containing the cascading style sheets (CSS) for a
Oracle G ui Intelligence
il Business
and create a backup copy of the folder. g m ent
@ tud
a l19 s Sand
a. In Windows Explorer, navigate to D:\OracleBI\web\app\res copy the s_oracle10 folder.
b. Navigate to the D:\OracleBIData\web\res w i
arfoldereandthpaste the s_oracle10 folder.
a g
c. Rename the folder s_oracle10_backup
s h ar to. us
2. View style sheet formatting
tuan existing
l (for n se request. You compare this current formatting with the
results of your editsrto
a l e
ic cascading style sheet.
wthe appropriate
a l
gstart Oracle e
a A
a. If necessary,
r f e r ab Business Intelligence Presentation Services and log in as
T u sh ans
Administrator.
tr
b. Click-Answers.
n
o My Folders > My Sales > Formatted Sales By State.
c. nSelect
d. What is the background color of the table cells?
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?
s a
e. Navigate to other saved requests. Do other requests have the same style changes?
) h a
c o m de
a il
G ui
g m ent
5. Restore the original views.css file. @ d
a l19 s Stu
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 gar
w thi
a r a u
D:\OracleBIData\web\res\s_oracle10_backup\b_mozilla_4se to
u s h to
t
l ( the cbrowser e
D:\OracleBI\web\app\res\s_oracle10\b_mozilla_4.
ns and verify that the original styles are applied.
a
c. Press and hold Ctrl + refresh e
g
Note: If the browser arw li
refreshledoes not work properly, perform the following steps:
i. a
Logr A rabthe browser window.
out andeclose
u s hDelete nthesfviews.css file.
T -tra
ii.
iii. onCopy the original views.css file back into D:\OracleBI\web\app\res\s_oracle10.
iv.
n 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.
Answers
2.f. What is the background color of the table cells?
Light blue
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.
s a
) h a
Instructions: m de
c o
1. Specify the maximum number of records to process in an Answersm Pivot
G ui
ailTablet view.
a. Navigate to D:\OracleBIData\web\config. @ g den
a
b. Right-click instanceconfig.xml and open it with Notepad.l19 s Stu
c. At the end of the file, before the tag closing
g a the
e thi definition, add the following
rwServerInstance
a
entry: <CubeMaxRecords>1</CubeMaxRecords>
h ra u. s
s t o
a l (tu cense
g arw ble li
a r A ra
u s h nsfe
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non
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
c. Save and close instanceconfig.xml. g a rw thi
a r u se
a service.
d. Restart the Oracle BI Presentation
u s h Server
to
e. t
l ( cens
Log in to Presentation Services as e
Administrator.
a
f.
a w berror
Open the My Pivot rrequest.
g l e li
g.
r A
Notice that the following
r a is returned:
u s ha nsfe
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non
h. What is the meaning of this error?
s a
) h a
c o m d e
ail t Gu i
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u s h nsfe
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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.
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.
s a
Instructions:
) h a
c o m de
1. Use a custom XML message file to add a default header and footer to
a
il reports.
new u i An .xml
m ent
template has been provided to you for the purposes of this practice.
g G
a. Navigate to D:\labs.
l 1 9@ Stud
b. Copy HeaderFooter.xml. a
rw this
g a
a se
c. Paste HeaderFooter.xml into D:\OracleBIData\web\msgdb\l_en\CustomMessages.
ra underuD:\OracleBIData\web\msgdb.
you need to create the requiredhfolders
Note that
t u s e towith Notepad.
a l (between
d. Right-click HeaderFooter.xml
c e nthes pageHeader tags.
and open
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
k. Close HeaderFooter.xml.
a r a u se
u s h to
2. Check your work. t
l ( cens e
a. Log out of Presentation
a
rw Services.
li
g a l e
a r f e ab and Oracle BI Presentation Server services.
A BIrServer
b. Restart the Oracle
inh
c. Log s s Services as Administrator.
to Presentation
T u r a n
t request.
d. Create a -new
o n
n Results.
e. Click
f. Verify that the header and footer appear in the request. Your results should look similar to
the following:
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
e. Navigate to D:\labs.
a l19 s Stu
f. Copy Links.xml.
g a rw thi
r a se
g. Paste Links.xml into D:\OracleBIData\web\msgdb\l_en\CustomMessages.
a u
h. Right-click Links.xml anduopen s h with Notepad.
to
t
l (to thecefilenso e
s that links=mfrdg.
a
i. Add the attribute values
arw
j. Save the filegand e li
close lNotepad.
r A Links.xml
k. Double-click
a f e r ab and verify your work.
h s
Tus -tran
non
l. Close Links.xml.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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
s a
) h a
Instructions
c o m de
a
il user
In this practice, first you log in to Oracle Business Intelligence as a particular G utoiensure that the
user is authenticated. Then you add that user to a new group andg m the
explore e n t Interactive
default
Dashboard for the group, adding content first from individual l 1 9@ S indthe Presentation Catalog to
folderstu
a
rw this
determine the impact of dashboard and request privileges.
g a
a r a Services
1. Start Oracle Business Intelligence Presentation u se and log in as CCHENG to authenticate
u s h to
the user. t
l (> Oracle s e
nBusiness
a. Select Start > Programs
r a
w e li c e Intelligence > Presentation Services.
a
b. Enter the following
b l
g ainformation to log in:
r A
aID sfeCCHENG r
h
User
s
TuPassword- t r an CCHENG
on Log In.
c. nClick
d. Verify that you are logged in as CCHENG by confirming the welcome message. CCHENG is
an authenticated user.
e. Click Log Out.
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.
c. Click the Dashboards tab and verify that the groups default dashboard has been added.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. s a
) h a
a. Click the here link to add content. m de
c o
il ui
b. Add the Western Region Sales with Chart request from My Folders > My Sales to the
a G
dashboard page.
g m ent
@ d
c. Click the Save button and view the results. The request should appear in the group dashboard
a l19 s Stu
because you are logged in as Administrator and therefore have access to the request youve
added.
g a rw thi
a r a u se
9. Click Log Out.
u s h to
t
( that
l Notice s e
nCCHENG
10. Log back in as CCHENG.
r a
w e li c e has no content in the My Dashboard page.
a
g alink.b l
r
a sferA
11. Click the Dashboards
s h
u Western
12. Click the n Region Sales dashboard link. Notice that while CCHENG has access to the
T
sharedn - t r a
o dashboard
seenthe
due to her membership in the Western Region Sales Catalog group, she cannot
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.
i. Click Finished.
j. Click Finished.
k. Click Close Window.
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.
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
s a
Instructions ) h a
c o m de
By default the Presentation Services Catalog autosaves every five minutes.
a
il To ensure
G ui that you see
changes from the previous practice, allow five minutes between g themcompletion
e n t of the previous
practice and the start of this practice. @ d
a l19 s Stu
1. Stop the Oracle BI Presentation Server service.
g a rw thi
a r a u se
u h
2. Select Start > Programs > OraclesBusiness to
Intelligence > Catalog Manager. The Catalog
Manager may take up to al minute t
( toenstart.s e
a c
g arwCatalog.
3. Open the Presentation b l e li
a r A> OpenraCatalog
a. Select
s h File
s f e from the menu. The Open Catalog dialog box is displayed.
TuEnter-the
b.
t r n
afollowing:
n
noType 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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
s a
) h a
c o m de
h. Click OK. a il
G ui
g m ent
6. Add read permissions to the West Region, 1999 saved filter
1 @ is included
9that t ud in the shared request.
a l S
rw this
a. Select users > administrator > _filters > SupplierSales.
b. Select the West Region, 1999 filter. aga
r u s e
c. Select Edit > Permissions.
s h a to
t u
( select e
d. In the Permissions dialog lbox,
a c e nthes Western Region Sales group in the Additional
g atorw
users and groups list.
l e li
b group to the Users and groups (Explicit permissions) list.
r A
e. Click the < button move
r a
a the Permissions
the
f. Verifyh
s that
n s fe type is Read.
u
T -tra
non
g. Click OK.
h. Select File > Exit to close the Catalog Manager.
i. Start the Oracle BI Presentation Server service.
8. Click Dashboards and then click the Western Region Sales dashboard link.
b. Add the Western Region Sales with Chart request from Shared Folders > Western Region
Sales to the dashboard page below the original request.
s a
) h a
c o m de
a il
G ui
g m ent
a
c. Click the Delete button for the request from the 19@ Studpersonal My Sales folder.
lAdministrators
a
d. Click the Save button and view the results.
g rw this
r
e. The request should appear in theagroup u se because you are logged in as CCHENG, a
a dashboard
member of the group, andtu s h havetoaccess to the shared request youve added to the
l ( cense
therefore
dashboard. a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
s a
) h a
c o m d e
ail t Gu i
m
g den
@
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g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
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non
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
s a
) h a
Instructions
c o m de
a ui
il to existG(mentioned
To enable the Oracle Business Intelligence Scheduler, certain tables
g m ent
need above)
1 @ andtuperforms
to store information. The scheduler, in turn, monitors these tables d
9parameters, any necessary
a l
actions. These tables store information about a job instance,
s S and schedule. You run SQL
scripts to create the tables. w
ar e th i
a g
1. Start the iSQLPlus service. s h ar to us
a. Double-click the Services
a l (tubutton
e n seyour desktop.
on
r w e lic
b. Start the OracleOraDB10g_homeiSQL*Plus
a service.
g
A rab l
2. Createh a
the rScheduler
fetables.
u s n s
T Identify
a.
n - trayour machine name.
nii.i.o Right-click your computer icon on the desktop and select Properties.
In the System Properties dialog box, click the Computer Name tab.
iii. In the Full computer name field, note your machine name.
d. Enter @ D:\OracleBI\server\Schema\SAJOBS.Oracle.sql.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
e. Verify that the script has run successfully. The message should resemble the following:
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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.
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
h. Click Logout in the upper right of the screen and close the browser.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
a r A ra
u s h nsfe
T -tra
non
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 s a
) h a
c o m d e
ail t Gu i
Instructions m
g den
@
9 Studialog box.
a
1. Set Scheduler configuration options in the Job Managerl1Configuration
a
a. Select Start > Programs > Oracle BusinessgIntelligence
is
rw t>hAdministration.
ra us e
b. Select File > Open > Online.
s h a t o
c. Enter the following values: (tu
a l cense
User:
g rw le li
aAdministrator
a f e ab
Password: r A Administrator
r
h tonopen
usOpen
d. Click s the repository in online mode.
T
e. Select n
r a
-t > Jobs to open the Job Manager.
Manage
o
n File > Configuration Options.
f. Select
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.
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: s a
) h a
1. Start Oracle BI Delivers.
c o m de
a iland logGinuasi
a. If necessary, start Oracle Business Intelligence Presentation Services
Administrator. g m ent
b. Click the More Products link and select Delivers tol1 9@ Stotthe
navigate udOracle BI Delivers start
a
rw this
g a
a r a u se
u s h to
t
l ( cens e
a
g arw ble li
page.
a r A ra
u s h nsfe
2. EditT tra profile.
your delivery
n -
noEdit My Account.
a. Click
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.
Unauthorized reproduction or distribution prohibited Copyright 2010, Oracle and/or its affiliates
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. a
f. Click the My Sales folder to expand it. h a s
m )
g. Select the Sales By State request that will trigger the iBot.
c o i d e
h. Click OK.
m ail t Gu
i. Click the Schedule tab to schedule the iBot. @ g den
j. l19 s Stu
Verify that Set Schedule, Start Immediately, and Recurrence/Once (Run once) are selected.
a
k. a rw thi
Click the Recipients tab to identify recipients of the iBot.
g
l. Select Me. a r a u se
u s h to
m. t
l ( cens e
Click the Delivery Content tab to identify the content that will be delivered by the iBot.
a
g arw ble li
i. Enter a headline.
ii. Click Select Content to open the Choose Delivery Content dialog box.
a r A ra
u s h nsfe
iii. Click the My Sales folder to expand it.
T -tra
iv. Select the Formatted Sales By State request to pick the content that will be delivered by
non 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.
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
s a
Instructions ) h a
c o m de
1. If necessary, start Oracle BI Delivers
a il
G ui
a. Click More Products > Delivers to navigate to the Oracle BI g m estart
Delivers n tpage.
2. Create an iBot that will be executed automatically whenl1 9@ iBot
another
S
d
tucompletes.
a. Click Create New iBot to open the iBot overview
a
rw page.this
g a
a of the e and how to send the delivery content.
r
b. Click the General tab to specify the priority
a u siBot
u s h
c. Enter or verify the following tvalues: to
l ( cens e
a
arw ble l(individual
i
Priority Normal
Data VisibilityAg Personalized
a r f e r a data visibility)
Runs
u Ash ns<Leave Blank>
T tra tab to schedule the iBot.
d. Click the-Schedule
n
no that Set Schedule, Start Immediately, and Recurrence/Once (Run once) are selected.
e. Verify
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.
380 E Oracle BI Suite Enterprise Edition 10g Bootcamp
Module 30: Using Oracle Business Intelligence Delivers
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.
s a
) h a
c o m d e
ail t Gu i
m
g den
@
a l19 s Stu
g a rw thi
a r a u se
u s h to
t
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a
g arw ble li
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non