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Business Objects Designer Training
1
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DESIGNER MODULEDESIGNER MODULE
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•Creation of Universe
•Connecting to Databases
•Selecting Tables and columns
•Creation of classes
•Creation of objects
•Joins
•Data Restriction
Agenda
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A universe is a semantic layer that maps the data structure
found in databases (tables, columns, etc) in business terms.
A universe can represent any specific business area, process,
or department. For example, a universe can relate to a
department in a company such as marketing or accounting.
What is a UniverseWhat is a Universe
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Business Objects Designer
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A typical universe layout...A typical universe layout...
Classes
Objects
Universe Pane Structure Pane
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ClassClass
• A class is a logical grouping of objects within a universe. In general, the name of a class reflects a business concept that conveys the category or type of objects.
• A class can be further divided into subclasses.
• As a designer, you are free to define hierarchies of classes and subclasses into a model that best reflects the business concepts of your company.
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ObjectsObjects
An object is the most refined component in a universe. It maps to data or a derivation of data in the database.
Types of objects - Dimension Objects -
Focus of analysis in a query.
Maps to one or more columns in a database that are key to a query.
Measure Objects - Aggregate functions that map to statistics in a database.
Map to “fact attributes” of a star schema.
Detail Objects Descriptive data about the dimensions.
Always attached to a dimension.
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Five stages in universe development process
• User Requirements
– Detailed analysis of the information needs of the users.
• Data Analysis
– Detailed data analysis of the database breaking it down into
functional areas that users can relate to.
• Design
– Information from first 2 phases must be amalgamated to
create the conceptual design of the Universe, its objects
and other components.
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• Development and distribution
– Create using the Designer module.
– Test using the User module.
– Distribute to the users via the repository.
• Maintenance
– Designer is responsible for updating and maintaining
Universe and keeping it up to date with any changes in the
User Requirements.
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Define the Parameters
Insert Tables
Make the Joins
Resolve the Loops
Create Classes and Objects
Set up Hierarchies
Creation of the Universe
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Select File, Parameters
• To begin creating a new universe:
Select File, New
• To access the Universe Parameters dialog box for an existing universe:
or
Click on
Creating a Universe
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• A universe is identified with a user name and a connection to the database
• A detailed description can also be added
Setting up Parameters : Definition Tab
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What Is a Connection?
• Definition:
A connection is a link from the universe to the Target database.
The link is achieved using middleware (for example ODBC).
An existing connection may be used or a new connection created for a universe.
There are three different types of connections.
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Different Types of Connection
PersonalCan only be used on the client
Shared
Can be used by more than one user to send queries to the target database from a shared server
Secured
This connection is used when you wish to distribute the completed universe to the user population via the repository
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3. Identify the driver to be used to access the target database
Creating a New Connection
2. Choose the middleware
1. Click on New.
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Setting up Universe Parameters
• Definition Tab: name, description and
connection to the database
• Summary Tab: author and statistics about
the universe
• Strategies Tab: internal or personal
wizards to make creating a universe
easier
• Controls Tab: manages access and
control of resources
• SQL Tab: queries and SQL parameters
• Links Tab: enables dynamic links with
other universes
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• The Summary tab displays general information about the universe
Setting up Parameters : Summary Tab
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Provides automated strategies for:
Setting up Parameters : Strategies Tab
• Creating objects• Setting joins• The Table browser
listing
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A strategy is a script that reads structural information from a database or a flat file.
DESIGNER uses strategies as an aid for creating the components of the universe - objects, tables and joins.
In DESIGNER, strategies are of 2 types - Built-in Strategies External Strategies
Universe Strategies
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Built-in Strategies
Built-in strategies are pre-decided strategies that are available with any installation of Business Objects.
DESIGNER uses the following built-in strategies for creating the components of universes:
the Objects Creation strategy, which tells DESIGNER how to define classes and objects automatically from the database’s tables and columns
the Joins Creation strategy, which tells DESIGNER how to define joins automatically from the database’s tables and columns
the Table Browser strategy, which tells DESIGNER how to read the table and column structures from the database’s data dictionary
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Built-in Strategies
To enable automatic creation, the following must be checked….
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External Strategies
External Strategies enable designers to specify their own strategy for creating the universe components.
External strategy files are declared in the STG section of .PRM files and are specific to RDBMSes.
Use of external strategies To insert Objects - “Insert --> Candidate Objects” To insert Joins - “Tools --> Detect Joins” To insert Tables - “Insert --> Tables”
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• These allow you to limit the size of results and restrict the time allowed for executing queries
Setting up Parameters : Controls Tab
• The Supervisor can change these parameters for specific groups or users
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• SQL parameters are used to define the limits of the SQL that may be generated by the universe
• The Supervisor can change these parameters for specific groups and users
Setting up Parameters : SQL Tab
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• Enables dynamic links with other universes
Setting up Parameters : Links Tab
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• Choose File, Save or click
Saving a Universe
• Save the universe using a maximum of eight characters with up to three characters as an extension
• This makes it possible to distribute the universe across different kinds of computers
• By default the universe is saved in the folder:
c:\Program Files\Business Objects\BusinessObjects 5.0\universe
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Adding Tables
Click on
Choose Insert, Tables from the menu
• The Table browser displays all the tables and views of the database
• You can select multiple tables using the Shift key or Ctrl key
• Use the Table browser: Double-click on the background of the Structure
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Customizing Table Insertion
• Select Tools, Options then click on the Database tab
• From here you can select and deselect options related to table insertion
• You can set internal strategies to:
automatically extract joins detect cardinalities create objects when
inserting tables
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Creating classes
Manual Creation Use “Insert > class” from the menu. An ‘Edit Properties’ box
appears. Enter class description.
OR
– Use to create a class
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Automatic creation– Select a table in the structure pane.– Drag it to the universe pane.– A class is created in the universe pane with the same name as the table name.– Objects are also created automatically in the class corresponding to the fields in the table.
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Creating objects
Manual Creation Select the class where object is to be created. Use “Insert”--> “Object” from the menu. An ‘Edit Properties’ box
appears. Enter object details.
Automatic creation Select a column from a table in the structure pane. Drag it to the universe pane. An object is created under the nearest class to the point where
you drop the column. Default object name is column name with underscores replaced
with spaces.
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Three property pages
Definition - Name- Data type- Description- SELECT statement- WHERE clause
Object Properties
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• Properties
Qualification Associated List
of Values
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Aggregate projection Applicable only to
measures. Defines how the
measure will be aggregated when projected from a micro-cube.
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• Advanced Security User rights on
Objects Date Formats
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Joins
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WHAT THEY ARE - Relationship between 2 or
more tables that help restrict the result set of a
query run against those tables.
WHY USE - they limit the occurrence of a
Cartesian product, a situation in which all
possible combinations between each row of each
table are retrieved.
Joins
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Types of Joins
• Equi-Join Table 1.Column A = Table 2.Column B Resulting data set limited to values common in Column A & B.
• Outer-Join Table 1 OUTER JOIN Table 2 on Column A = Column B Resulting data set limited to ALL the values in Table 1 and ONLY matching
values in Table 2 based on Column A and Column B.
• Theta-Join Table 1.Column A BETWEEN ….. AND …… Links tables based on a relationship other than equality between 2 columns.
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• A join can be entered manually using two methods:
Creating and Deleting Joins
With the menu option Insert,
Joins and the Edit Join box
Graphically
To delete a join, click on the join line and press Delete
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HANDS ON WORKSHOP
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•Create a universe called “ VACATION ”
•Create a new connection•Use ODBC Driver.•Connection Name “ Vacation-Connection ”•Use “ CLUB ” datasource•Connection type should be “ Personal ”
•Remove the limits of 5000 rows and 10 minutes for query time execution.
Exercise 1
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Identify the windows in the interface...
• Class and the Object or
Universe Window
• Structure Window
• Table Window
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Exercise 2Exercise 2
• The universe Vacation should have two Classes Customer & Sales Details.
• Customer must have 2 objects Customer-Id & Customer-Name (Full Name)
• Sales Details must have two objects Invoice Date & Invoice-Id.
• Customer (class) must have 2 detailed objects namely Phone number & Address giving additional info. about Customer Name.
• Create an appropriate join between Customer and Sales tables.
• Save your work in the default location.
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Observe the Properties for an ObjectObserve the Properties for an Object
• Definition Tab
• Properties Tab
• Advanced Tab
For the object Customer Name -
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Exercise 2AExercise 2A
• Query 1 - Create a query which gives details about Customer Names and their
Invoice ID Run the query
• Query 2 Find Out the number of customers for which the invoices have not
been created from Vacation Universe.
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Exercise 2BExercise 2B
• Customer class has 2 detail objects namely Phone number & Address giving additional info. about Customer Name.
• Add another detail object called Age Range which specifies age range for the customer.
Hint :- Use Age Range table ;Use Theta join between age ; max ; min
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Exercise 2CExercise 2C
• In the Vacation Universe create third class called “Sales Measures”.
• In this class create a measure object called revenue.• Save the universe and test in user module.• Notice the variation in “Group By” clause.
• Hint :- Revenue = (days) x (nb of guest) x (price)
Use Service & Invoice line table
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Exercise 2DExercise 2D
• Create dimension objects City , Region & Country in Class Customer
• In the user module create a data provider using Customer Name, Country & Sales Revenue.
• Using Slice and Dice Panel remove Customer name from the query.
• See the changes in Sales Revenue.• In Designer Module set Function = None• Repeat all the above steps
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Restricting DataRestricting Data
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Types of RestrictionsTypes of Restrictions
• Hard Coded / Direct Restrictions
• Indirect Restrictions
• Flexible Conditioning of the Data
• Multiple Prompt
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Hard-coded Restriction
• Adding a WHERE condition to an object allows you to give a more precise definition:
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How Data is Restricted
• The Where clause in an SQL statement restricts the number of rows returned in the result set:
WHERE... join definitions ...
WHERE... join definitions ...AND Country=‘United Kingdom’
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Indirect Restriction
• Achieved using conditional objects• In the User Module , user has the option to apply the
restriction.• Obviously , more flexible than previous type of
restriction.• Once a conditional objects are included, restriction
becomes hard-coded for the query.
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Condition Objects
• Select Condition Object View
• Insert a Condition Object
• Condition object name
• Description
• Where clause
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Flexible / @Prompt type Restriction
• Offers maximum flexibility
• Limitation of Indirect type of restriction is overcome by having flexibility in selecting the where clause.
• Achieved using @Prompt Command.
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@Prompt Command Syntax
• Message in the Prompt ‘Any Message’
• Data Type ‘A’ or ‘N’ or ‘D’
• List Of Values Hard Coded List of Values {‘Japan’, ‘USA’,’France’}
Values of existing Objects
• Number of Choices Mono ; Multi
• Type of Choice Free ; Constrained
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Multiple Prompt Conditioning
• Extension of @Prompt Conditioning
• More than one where clause can be prompted.
• If the same ‘Message text’ is used in the next prompt, the user is prompted only once and the same value is substituted for the next prompt too.
For instance, consider the following where clause -
WHERE column A = @prompt(‘Enter value’,…...)
AND column B = @prompt(‘Enter value’,…..)
This will result in the user being prompted only once and the same value will be substituted for column B as well.
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HANDS ON WORKSHOP
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Exercise 3
• Add a dimension object called “ Customer Name(French)” to class Customer. The new object should show only French Customers.
• Save the Universe.• Test in User Module.
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Exercise 4
• Add a condition object called “ French Only” to class Customer.
• Set the conditions for the new object. • Save the Universe.• Check things in User Module.
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Exercise 5
• Add another condition Object “City-user-prompt” to class Customer.
• Set the conditions for the new object using @Prompt Command
• Save the Universe
• Check things in User Module
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