Creating a Repository Using the Oracle BI Administration Tool

3/6/2015 CreatingaRepositoryUsingtheOracleBIAdministrationTool

http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi11117/rpd/rpd.html 1/250

Purpose

ThistutorialcoversusingtheOracleBusinessIntelligence(BI)AdministrationTool(11.1.1.7)tobuild,modify,enhance,andmanageanOracleBIrepository.Youlearnedhowtoimportmetadatafromadatasource,simplifyandreorganizetheimportedmetadataintoabusinessmodel,andthenstructurethebusinessmodelforpresentationtouserswhorequestbusinessintelligenceinformationviaOracleBIuserinterfaces.Youlearntocreatecalculatedmeasures,hierarchies,aggregates,andtimeseriesmeasures.

TimetoComplete

Approximately4hours.

Introduction

ThistutorialshowsyouhowtobuildanOracleBImetadatarepositoryusingtheOracleBIAdministrationTool.Youlearnhowtoimportmetadatafromdatasources,simplifyandreorganizetheimportedmetadataintoabusinessmodel,andthenstructurethebusinessmodelforpresentationtouserswhorequestbusinessintelligenceinformationviaOracleBIuserinterfaces.

HardwareandSoftwareRequirements

Thefollowingisalistofhardwareandsoftwarerequirements:

1. HaveaccesstoorhaveInstalledOracleBusinessIntelligenceEnterpriseEdition11g.

Pleasenote:ThistutorialisbuiltusingOracleBusinessIntelligenceEnterpriseEdition11.1.1.7.0.

Whensettingupquerylogging,youmustselectAction>SetOnlineUserFilterinIdentityManagertoviewusersintherepository.

2. TocompletethistutorialyoumusthaveaccesstotheBISAMPLEschemathatisincludedwiththeSampleApplicationforOracleBusinessIntelligenceSuiteEnterpriseEditionPlus.TherearetwooptionsforaccessingtheBISAMPLEschema:

1. YoucandownloadtheSampleApplicationvirtualboximagefromhere.2. ClickheretoaccesstheForOBE.7zfile,whichhastheBISAMPLEschema.SaveForOBE.7z,unzip,andbeginwith

README.txt.

Prerequisites

Beforestartingthistutorial,youshould:

HavesomefamiliaritywiththeOracleBI11gAdministrationToolHavetheproperpermissionstouploadarepository

InthistopicyouusetheOracleBIAdministrationTooltobuildthePhysicallayerofarepository.

ThePhysicallayerdefinesthedatasourcestowhichOracleBIServersubmitsqueriesandtherelationshipsbetweenphysicaldatabasesandotherdatasourcesthatareusedtoprocessmultipledatasourcequeries.TherecommendedwaytopopulatethePhysicallayerisbyimportingmetadatafromdatabasesandotherdatasources.Thedatasourcescanbeofthesameordifferentvarieties.Youcanimportschemasorportionsofschemasfromexistingdatasources.Additionally,youcancreateobjectsinthePhysicallayermanually.

Whenyouimportmetadata,manyofthepropertiesofthedatasourcesareconfiguredautomaticallybasedontheinformationgatheredduringtheimportprocess.Afterimport,youcanalsodefineotherattributesofthephysicaldatasources,suchasjoinrelationships,thatmightnotexistinthedatasourcemetadata.TherecanbeoneormoredatasourcesinthePhysicallayer,includingdatabases,flatfiles,XMLdocuments,andsoforth.Inthisexample,youimportandconfiguretablesfromtheBISAMPLEschema.

TobuildthePhysicallayerofarepository,youperformthefollowingsteps:

1. CreatingaNewRepository2. ImportingMetadata3. VerifyingConnection4. CreatingAliases

Overview

BuildingthePhysicalLayerofaRepository

CreatingaRepositoryUsingtheOracleBIAdministrationTool(11.1.1.7)



4. CreatingAliases5. CreatingPhysicalKeysandJoins

CreatingaNewRepository

1. SelectStart>Programs>OracleBusinessIntelligence>BIAdministrationtoopentheAdministrationTool.

2. SelectFile>NewRepository.

3. SelecttheBinarymethod.



4. Enteranamefortherepository.InthistutorialtherepositorynameisBISAMPLE.



5. Leavethedefaultlocationasis.Itpointstothedefaultrepositorydirectory.

6. LeaveImportMetadatasettoYes.

7. Enterandretypeapasswordfortherepository.InthistutorialBISAMPLE1istherepositorypassword.



8. ClickNext.

ImportingMetadata

1. ChangetheConnectionTypetoOCI10g/11g.Thescreendisplaysconnectionfieldsbasedontheconnectiontypeyouselected.



2. Enteradatasourcename.Inthisexamplethedatasourcenameisorcl.Thisnameisthesameasthetnsnames.oraentryforthisOracledatabaseinstance.



3. Enterusernameandpasswordforthedatasource.InthisexampletheusernameandpasswordarebothBISAMPLE.RecallthatBISAMPLEisthenameoftheuser/schemayoucreatedintheprerequisitesection.

4. ClickNext.

5. AcceptthedefaultmetadatatypesandclickNext.



6. IntheDatasourceview,expandtheBISAMPLEschema.

7. UseCtrl+ClicktoselectthefollowingtablesfromBISAMPLEschema:

SAMP_ADDRESSES_DSAMP_CUSTOMERS_DSAMP_PRODUCTS_DSAMP_REVENUE_FSAMP_TIME_DAY_D



8. ClicktheImportSelectedbuttontoaddthetablestotheRepositoryView.



9. TheConnectionPooldialogboxappears.AcceptthedefaultsandclickOK.



10. TheImportingmessageappears.



11. Whenimportiscomplete,expandBISAMPLEintheRepositoryViewandverifythatthefivetablesarevisible.



12. ClickFinishtoopentherepository.



13. Expandorcl>BISAMPLEandconfirmthatthefivetablesareimportedintothePhysicallayeroftherepository.

VerifyingConnection

1. SelectTools>UpdateAllRowCounts.



2. Whenupdaterowcountscompletes,movethecursoroverthetablesandobservethatrowcountinformationisnowvisible,includingwhentherowcountwaslastupdated.

3. Expandtablesandobservethatrowcountinformationisalsovisibleforindividualcolumns.

4. RightclickatableandselectViewDatatoviewthedataforthetable.



5. ClosetheViewDatadialogboxwhenyouaredone.Itisagoodideatoupdaterowcountsorviewdataafteranimporttoverifyconnectivity.Viewingdataorupdatingrowcount,ifsuccessful,tellsyouthatyourconnectionisconfiguredcorrectly.



CreatingAliases

1. ItisrecommendedthatyouusetablealiasesfrequentlyinthePhysicallayertoeliminateextraneousjoinsandtoincludebestpracticenamingconventionsforphysicaltablenames.RightclickSAMP_TIME_DAY_DandselectNewObject>AliastoopenthePhysicalTabledialogbox.

2. EnterD1TimeintheNamefield.



3. IntheDescriptionfield,enterTimeDimensionAliasatdaygrain.Storesonerecordforeachday.



4. ClicktheColumnstab.Notethataliastablesinheritallcolumndefinitionsfromthesourcetable.

5. ClickOKtoclosethePhysicalTabledialogbox.

6. Repeatthestepsandcreatethefollowingaliasesfortheremainingphysicaltables.

SAMP_ADDRESSES_D=D4AddressSAMP_CUSTOMERS_D=D3CustomerSAMP_PRODUCTS_D=D2ProductSAMP_REVENUE_F=F1Revenue

CreatingKeysandJoins

1. SelectthefivealiastablesinthePhysicallayer.



2. RightclickoneofthehighlightedaliastablesandselectPhysicalDiagram>SelectedObject(s)OnlytoopenthePhysicalDiagram.Alternatively,youcanclickthePhysicalDiagrambuttononthetoolbar.

3. Rearrangethealiastableobjectssotheyareallvisible.



4. YoumaywanttoadjusttheobjectsinthePhysicalDiagram.Ifso,usethetoolbarbuttonstozoomin,zoomout,fitthediagram,collapseorexpandobjects,selectobjects,andsoforth:

5. ClicktheNewJoinbuttononthetoolbar.

6. ClicktheF1RevenuetableandthentheD1Timetable.ThePhysicalForeignKeydialogboxopens.Itmatterswhichtableyouclickfirst.Thejoincreatesaonetomany(1:N)relationshipthatjoinsthekeycolumninthefirsttabletoaforeignkeycolumninthesecondtable.



7. SelecttheD1Time.CALENDAR_DATEcolumn,andthenselectF1Revenue.BILL_DAY_DTtojointhetables.EnsurethattheExpressioneditbox(atthebottom)containsthefollowingexpression:

"orcl".""."BISAMPLE"."D1Time"."CALENDAR_DATE"="orcl".""."BISAMPLE"."F1Revenue"."BILL_DAY_DT"



8. ClickOKtoclosethePhysicalForeignKeydialogbox.ThejoinisvisibleinthePhysicalDiagram.

PleasebeawareofthefollowingupgradeconsiderationsforOracleBIEE11gRelease1(11.1.1.5):JoinsinthePhysicalandBusinessModeldiagramsarenowrepresentedbyalinewithanarrowatthe"one"endofthejoin,ratherthanthelinewithcrowsfeetatthe"many"endofthejointhatwasusedinpreviousreleases.WhencreatingjoinsinthePhysicalandBusinessModelDiagrams,younowselectthe"many"endofthejoinfirst,andthenselectthe"one"endofthejoin.Inpreviousreleases,joinsinthediagramswerecreatedbyselectingthe"one"endofthejoinfirst.

9. Repeatthestepstocreatejoinsfortheremainingtables.Usethefollowingexpressionsasaguide.PleasenoticethatD4AddressjoinstoD3Customer.

"orcl".""."BISAMPLE"."D2Product"."PROD_KEY"="orcl".""."BISAMPLE"."F1Revenue"."PROD_KEY"

"orcl".""."BISAMPLE"."D3Customer"."CUST_KEY"="orcl".""."BISAMPLE"."F1Revenue"."CUST_KEY"

"orcl".""."BISAMPLE"."D4Address"."ADDRESS_KEY"="orcl".""."BISAMPLE"."D3Customer"."ADDRESS_KEY"

10. ClicktheAutoLayoutbuttononthetoolbar.

11. Yourdiagramshouldlooksimilartothescreenshot:



12. ClicktheXintheupperrightcornertoclosethePhysicalDiagram.

13. SelectFile>SaveorclicktheSavebuttononthetoolbartosavetherepository.

14. ClickNowhenpromptedtocheckglobalconsistency.SomeofthemorecommonchecksaredoneintheBusinessModelandMappinglayerandPresentationlayer.Sincetheselayersarenotdefinedyet,bypassthischeckuntiltheotherlayersintherepositoryarebuilt.Youlearnmoreaboutconsistencychecklaterinthistutorial.



15. LeavetheAdministrationToolandtherepositoryopenforthenexttopic.

Congratulations!Youhavesuccessfullycreatedanewrepository,importedatableschemafromanexternaldatasourceintothePhysicallayer,createdaliases,anddefinedkeysandjoins.

InthenexttopicyoulearnhowtobuildtheBusinessModelandMappinglayerofarepository.

InthistopicyouusetheOracleBIAdministrationTooltobuildtheBusinessModelandMappinglayerofarepository.

TheBusinessModelandMappinglayeroftheAdministrationTooldefinesthebusiness,orlogicalmodelofthedataandspecifiesthemappingsbetweenthebusinessmodelandthePhysicallayerschemas.Thislayeriswherethephysicalschemasaresimplifiedtoformthebasisfortheusersviewofthedata.TheBusinessModelandMappinglayeroftheAdministrationToolcancontainoneormorebusinessmodelobjects.Abusinessmodelobjectcontainsthebusinessmodeldefinitionsandthemappingsfromlogicaltophysicaltablesforthebusinessmodel.

Themainpurposeofthebusinessmodelistocapturehowusersthinkabouttheirbusinessusingtheirownvocabulary.Thebusinessmodelsimplifiesthephysicalschemaandmapstheusersbusinessvocabularytophysicalsources.Mostofthevocabularytranslatesintologicalcolumnsinthebusinessmodel.Collectionsoflogicalcolumnsformlogicaltables.Eachlogicalcolumn(andhenceeachlogicaltable)canhaveoneormorephysicalobjectsassources.

Therearetwomaincategoriesoflogicaltables:factanddimension.Logicalfacttablescontainthemeasuresbywhichanorganizationgaugesitsbusinessoperationsandperformance.Logicaldimensiontablescontainthedatausedtoqualifythefacts.

TobuildtheBusinessModelandMappinglayerofarepository,youperformthefollowingsteps:

CreatingaBusinessModel

ExaminingLogicalJoins

ExaminingLogicalColumns

ExaminingLogicalTableSources

RenamingLogicalObjectsManually

RenamingLogicalObjectsUsingtheRenameWizard

DeletingUnnecessaryLogicalObjects

CreatingSimpleMeasures

CreatingaBusinessModel

1. RightclickthewhitespaceintheBusinessModelandMappinglayerandselectNewBusinessModeltoopentheBusinessModeldialogbox.

2. EnterSampleSalesintheNamefield.LeaveDisabledchecked.

BuildingtheBusinessModelandMappingLayerofaRepository



2. EnterSampleSalesintheNamefield.LeaveDisabledchecked.

3. ClickOK.TheSampleSalesbusinessmodelisaddedtotheBusinessModelandMappinglayer.

4. InthePhysicallayer,selectthefollowingfouraliastables:

D1TimeD2ProductD3CustomerF1Revenue

DonotselectD4Addressatthistime.



5. DragthefouraliastablefromthePhysicallayertotheSampleSalesbusinessmodelintheBusinessModelandMappinglayer.ThetablesareaddedtotheSampleSalesbusinessmodel.Noticethatthethreedimensiontableshavethesameicon,whereastheF1Revenuetablehasaniconwitha#sign,indicatingitisafacttable.

ExaminingLogicalJoins

1. RightclicktheSampleSalesbusinessmodelandselectBusinessModelDiagram>WholeDiagramtoopentheBusinessModelDiagram.



2. Ifnecessary,rearrangetheobjectssothatthejoinrelationshipsarevisible.

BecauseyoudraggedalltablessimultaneouslyfromthePhysicallayerontothebusinessmodel,thelogicalkeysandjoinsarecreatedautomaticallyinthebusinessmodel.ThisisbecausethekeysandjoinrelationshipswerealreadycreatedinthePhysicallayer.However,youtypicallydonotdragallphysicaltablessimultaneously,exceptinverysimplemodels.Laterinthistutorial,youlearnhowtomanuallybuildlogicalkeysandjoinsintheBusinessModelandMappinglayer.TheprocessisverysimilartobuildingjoinsinthePhysicallayer.

3. DoubleclickanyoneofthejoinsinthediagramtoopentheLogicalJoindialogbox.InthisexamplethejoinbetweenD1TimeandF1Revenueisselected.



Noticethatthereisnojoinexpression.JoinsintheBMMlayerarelogicaljoins.Logicaljoinsexpressthecardinalityrelationshipsbetweenlogicaltablesandarearequirementforavalidbusinessmodel.SpecifyingthelogicaltablejoinsisrequiredsothatOracleBIServerhasnecessarymetadatatotranslatelogicalrequestsagainstthebusinessmodelintoSQLqueriesagainstthephysicaldatasources.LogicaljoinshelpOracleBIServerunderstandtherelationshipsbetweenthevariouspiecesofthebusinessmodel.WhenaqueryissenttoOracleBIServer,theserverdetermineshowtoconstructphysicalqueriesbyexamininghowthelogicalmodelisstructured.Examininglogicaljoinsisanintegralpartofthisprocess.TheAdministrationToolconsidersatabletobealogicalfacttableifitisatthemanyendofalllogicaljoinsthatconnectittootherlogicaltables.

4. ClickOKtoclosetheLogicalJoindialogbox.

5. ClicktheXtoclosetheBusinessModelDiagram.

ExaminingLogicalColumns

1. ExpandtheD1Timelogicaltable.NoticethatlogicalcolumnswerecreatedautomaticallyforeachtablewhenyoudraggedthealiastablesfromthePhysicallayertotheBMMlayer.



ExaminingLogicalTableSources

1. ExpandtheSourcesfolderfortheD1Timelogicaltable.Noticethereisalogicaltablesource,D1Time.ThislogicaltablesourcemapstotheD1TimealiastableinthePhysicallayer.

2. DoubleclicktheD1Timelogicaltablesource(notthelogicaltable)toopentheLogicalTableSourcedialogbox.



3. OntheGeneraltab,renametheD1TimelogicaltablesourcetoLTS1Time.Noticethatthelogicaltabletophysicaltablemappingisdefinedinthe"Maptothesetables"section.



4. OntheColumnMappingtab,noticethatlogicalcolumntophysicalcolumnmappingsaredefined.Ifmappingsarenotvisible,selectShowmappedcolumns.

5. YoulearnmoreabouttheContentandParentChildSettingstabslaterinthistutorialwhenyoubuildlogicaldimensionhierarchies.ClickOKtoclosetheLogicalTableSourcedialogbox.Ifdesired,explorelogicaltablesourcesfortheremaininglogicaltables.

RenamingLogicalObjectsManually



1. ExpandtheD1Timelogicaltable.

2. Clickonthefirstlogicalcolumn,BEG_OF_MONTH_WID,tohighlightit.

3. ClickonBEG_OF_MONTH_WIDagaintomakeiteditable.



4. RenameBEG_OF_MONTH_WIDtoBegofMthWid.Thisisthemanualmethodforrenamingobjects.YoucanalsorenameanobjectandselectRenametomanuallyrenameanobject.

RenamingObjectsUsingtheRenameWizard

1. SelectTools>Utilities>RenameWizard>ExecutetoopentheRenameWizard.



2. IntheSelectObjectsscreen,clickBusinessModelandMappinginthemiddlepane.

3. ExpandtheSampleSalesbusinessmodel.

4. ExpandtheD1Timelogicaltable.



5. UseShift+Clicktoselectallofthelogicalcolumnsexceptforthecolumnyoualreadyrenamed,BegofMthWid.

6. ClickAddtoaddthecolumnstotherightpane.



7. RepeatthestepsforthethreeremaininglogicaltablessothatalllogicalcolumnsfromtheSampleSalesbusinessmodelareaddedtotherightpane.OnlythecolumnsfromF1Revenueareshowninthescreenshot.

8. ClickNexttomovetotheSelectTypesscreen.



NoticethatLogicalColumnisselected.Ifyouhadselectedotherobjecttypes,suchaslogicaltables,thetypewouldhaveappearedhere.

9. ClickNexttoopentheSelectRulesscreen.

10. IntheSelectRulesscreen,selectAlltextlowercaseandclickAddtoaddtheruletothelowerpane.



11. AddtheruleChangeeachoccurrenceof'_'intoaspace.

12. AddtheruleFirstletterofeachwordcapital.



13. ClickNexttoopentheFinishscreen.Verifythatalllogicalcolumnswillbenamedaccordingtotherenamerulesyouselected.

14. ClickFinish.

15. IntheBusinessModelandMappinglayer,expandthelogicaltablesandconfirmthatalllogicalcolumnshavebeenrenamedasexpected.ThescreenshotshowsonlythecolumnsinD1Time.



16. InthePhysicallayer,expandthealiastablesandconfirmthatallphysicalcolumnshavenotbeenrenamed.ThepointhereisyoucanchangeobjectnamesintheBMMlayerwithoutimpactingobjectnamesinthePhysicallayer.Whenlogicalobjectsarerenamed,therelationshipsbetweenlogicalobjectsandphysicalobjectsaremaintainedbythelogicalcolumntophysicalcolumnmappings.



DeletingUnnecessaryLogicalObjects

1. IntheBMMlayer,expandSampleSales>F1Revenue.



2. UseCtrl+ClicktoselectallF1RevenuelogicalcolumnsexceptforRevenueandUnits.

3. RightclickanyoneofthehighlightedlogicalcolumnsandselectDelete.AlternativelyyoucanselectEdit>DeleteorpresstheDeletekeyonyourkeyboard.



keyonyourkeyboard.

4. ClickYestoconfirmthedelete.

5. ConfirmthatF1RevenuecontainsonlytheRevenueandUnitscolumns.

CreatingSimpleMeasures

1. DoubleclicktheRevenuelogicalcolumntoopentheLogicalColumndialogbox.



2. ClicktheAggregationtab.

3. ChangethedefaultaggregationruletoSum.



4. ClickOKtoclosetheLogicalColumndialogbox.NoticethattheiconhaschangedfortheRevenuelogicalcolumnindicatingthatanaggregationrulehasbeenapplied.

5. RepeatthestepstodefinetheSUMaggregationrulefortheUnitslogicalcolumn.

Measuresaretypicallydatathatisadditive,suchastotaldollarsortotalquantities.TheF1Revenuelogicalfacttablecontainsthemeasuresinyourbusinessmodel.Youaggregatedtwologicalcolumnsbysummingthecolumndata.

6. Savetherepositorywithoutcheckingglobalconsistency.

Congratulations!YouhavesuccessfullybuiltabusinessmodelintheBusinessModelandMappinglayerofarepositoryandcreatedbusinessmeasures.

BuildingthePresentationLayerofaRepository



YouhavecreatedtheinitialSampleSalesbusinessmodelintherepository.YounowcreatethePresentationlayeroftherepository.ThePresentationlayerexposesthebusinessmodelobjectsinOracleBIuserinterfacessothatuserscanbuildanalysesanddashboardstoanalyzetheirdata.

TobuildthePresentationlayeryouperformthefollowingsteps:

CreatingaSubjectAreaCreatingPresentationTablesCreatingPresentationColumnsRenamingPresentationColumnsReorderingPresentationColumns

CreatingaSubjectArea

1. RightclickthewhitespaceinthePresentationlayerandselectNewSubjectAreatoopentheSubjectAreadialogbox.

2. OntheGeneraltab,enterSampleSalesasthenameofthesubjectarea.

BuildingthePresentationLayerofaRepository



3. ClickOKtoclosetheSubjectAreadialogbox.TheSampleSalessubjectareaisaddedtothePresentationlayer.

CreatingPresentationTables

1. RightclicktheSampleSalessubjectareaandselectNewPresentationTabletoopenthePresentationTabledialogbox.

2. OntheGeneraltab,enterTimeasthenameofthepresentationtable.



3. ClickOKtoclosethePresentationTabledialogbox.TheTimepresentationtableisaddedtotheSampleSalessubjectarea.

4. Repeattheprocessandaddthreemorepresentationtables:Products,Customers,andBaseFacts.

PleasenotethatyouareusingthemanualmethodforcreatingPresentationlayerobjects.ForsimplemodelsitisalsopossibletodragobjectsfromtheBMMlayertothePresentationlayertocreatethePresentationlayerobjects.WhenyoucreatepresentationobjectsbydraggingfromtheBMMlayer,thebusinessmodelbecomesasubjectarea,thelogicaltablesbecomepresentationtables,andthelogicalcolumnsbecomepresentationcolumns.Notethatallobjectswithinasubjectareamustderivefromasinglebusinessmodel.

CreatingPresentationColumns

1. IntheBMMlayer,expandtheD1Timelogicaltable.



2. UseCtrl+Clicktoselectthefollowinglogicalcolumns:

CalendarDatePerNameHalfPerNameMonthPerNameQtrPerNameWeekPerNameYear.



3. DragtheselectedlogicalcolumnstotheTimepresentationtableinthePresentationlayer.

4. Repeattheprocessandaddthefollowinglogicalcolumnstotheremainingpresentationtables:

Products:DragBrand,Lob,ProdDsc,TypefromD2Product.Customers:DragCustKey,NamefromD3Customer.BaseFacts:DragRevenue,UnitsfromF1Revenue.



RenamingPresentationColumns

1. InthePresentationlayer,expandtheProductspresentationtable.

2. DoubleclicktheLobpresentationcolumntoopenthePresentationColumndialogbox.OntheGeneraltabnoticethat"UseLogicalColumnName"isselected.Whenyoudragalogicalcolumntoapresentationtable,theresultingpresentationcolumninheritsthelogicalcolumnnamebydefault.InthisexampletheLobpresentationcolumninheritsthenameofthelogicalcolumn"SampleSales"."D2Product"."Lob".



3. DeselectUseLogicalColumnName.TheNamefieldisnoweditable.

4. EnterLineofBusinessintheNamefield.

5. ClickOKtoclosethePresentationColumndialogbox.NoticethatthepresentationcolumnnameisnowchangedtoLineofBusinessinthePresentationlayer.



6. IntheBMMlayer,expandD2Product.NoticethattheLoblogicalcolumnnameisnotchanged.ThepointhereisyoucanchangeobjectnamesinthePresentationlayerwithoutimpactingobjectnamesintheBMMorPhysicallayers.

7. IntheBMMlayer,renametheProdDsclogicalcolumntoProduct.Noticethatthenamechangeisinheritedbythecorrespondingpresentationcolumn.

8. MakethefollowingnamechangestologicalobjectsintheBMMlayersothatthenamesofthecorrespondingpresentationcolumnsarealsochanged:

FortheD3Customerlogicaltable:

ChangeCustKeytoCustomerNumber.ChangeNametoCustomerName.



9. Confirmthatthecorrespondingpresentationcolumnnamesarechanged.

ReorderingPresentationColumns

1. InthePresentationlayer,doubleclicktheTimepresentationtabletoopenthePresentationTabledialogbox.



2. ClicktheColumnstab.

3. Selectcolumnsandusetheupanddownarrows,ordragthecolumns.torearrangethepresentationcolumnsintothefollowingorderfromtoptobottom:

PerNameYearPerNameHalfPerNameQtrPerNameMonthPerNameWeekCalendarDate



4. ClickOKtoclosethePresentationTabledialogboxandconfirmthatthepresentationcolumnorderischangedinthePresentationlayer.

5. RepeatthestepstoreorderthecolumnsintheProductspresentationtable:

BrandLineofBusinessTypeProduct

6. Savetherepositorywithoutcheckingglobalconsistency.

Congratulations!YouhavesuccessfullybuiltthePresentationlayerofarepository.

TestingandValidatingaRepository



Youhavefinishedbuildinganinitialbusinessmodelandnowneedtotestandvalidatetherepositorybeforecontinuing.Youbeginbycheckingtherepositoryforerrorsusingtheconsistencycheckingoption.NextyouloadtherepositoryintoOracleBIServermemory.YouthentesttherepositorybyrunninganOracleBIanalysisandverifyingtheresults.Finally,youexaminethequerylogfiletoobservetheSQLgeneratedbyOracleBIServer.

Totestandvalidatearepositoryyouperformthefollowingsteps:

CheckingConsistency

DisablingCache

LoadingtheRepository

SettingUpQueryLog

CreatingandRunningAnalysis

CheckingtheQueryLog

CheckingConsistency

1. SelectFile>CheckGlobalConsistency.

2. YoushouldreceivethemessageBusinessmodel"SampleSales"isconsistent.Doyouwanttomarkitasavailableforqueries?

3. ClickYes.Youshouldreceivethemessage:Consistencycheckfixedcertainobject(s)therearenoerrors,warningsorbestpracticeviolationslefttoreport.



Ifyoudonotreceivethismessage,youmustfixanyconsistencycheckerrorsorwarningsbeforeproceeding.

4. ClickOK.NoticethattheSampleSalesbusinessmodeliconintheBMMlayerisnowgreen,indicatingitisavailableforqueries.

5. Savetherepositorywithoutcheckingglobalconsistencyagain.

6. SelectFile>Closetoclosetherepository.LeavetheAdministrationToolopen.

DisablingCache

1. OpenabrowserandenterthefollowingURLtonavigatetoOracleEnterpriseManager:

http://:7001/em

InthistutorialtheURLishttp://localhost:7001/em

2. Loginasanadministrativeuser.TypicallyyouusetheadministrativeusernameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.

3. Intheleftnavigationpane,expandBusinessIntelligenceandclickcoreapplication.



4. ClicktheCapacityManagementtab.

5. ClickthePerformancesubtab.

6. LocatetheEnableBIServerCachesection.Cacheisenabledbydefault.

7. ClickLockandEditConfiguration.

8. ClickClosewhenyoureceivetheconfirmationmessage"LockandEditConfigurationCompletedSuccessfully."



9. DeselectCacheenabled.Cachingistypicallynotusedduringdevelopment.Disablingcacheimprovesqueryperformance.

10. ClickApply.

11. ClickActivateChanges.



12. ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.


1. Intherightpane,clicktheDeploymenttab.

2. ClicktheRepositorysubtab.



5. Inthe"UploadBIServerRepository"section,clickBrowsetoopentheChoosefiledialogbox.



6. Bydefault,theChoosefiledialogboxshouldopentotherepositorydirectory.Ifnot,navigatetotherepositorydirectorywiththeBISAMPLErepository.Ifnot,browsetoD:\bi\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis1\repository.

7. SelecttheBISAMPLE.rpdfileandclickOpen.



8. EnterBISAMPLE1astherepositorypasswordandconfirmthepassword.

9. ClickApply.

10. IntheBIServerRepositorysection,confirmthattheDefaultRPDisnowBISAMPLEwithanextension.InthisexamplethefilenameisBISAMPLE_BI0079.




12. AllowActiveChangesprocessingtocomplete.ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.



13. OntheAvailability>Processespage,selectBIServers,andclickRestartSelected.

14. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartselectedcomponents?

15. AllowtheRestartSelectedInProgressprocessingtocomplete.Thismaytakeafewmoments.

16. ClickClosewhenyoureceivetheconfirmationmessageRestartSelectedCompletedSuccessfully".

17. Confirmthatallcomponentsarerunning.OracleBIcacheisnowdisabledandtheBISAMPLErepositoryisloadedintoBIServer.



18. LeaveOracleEnterpriseManageropen.

SettingUpQueryLog

1. ReturntotheAdministrationTool,whichshouldstillbeopen.

2. SelectFile>Open>Onlinetoopentherepositoryinonlinemode.YouuseonlinemodetoviewandmodifyarepositorywhileitisloadedintotheOracleBIServer.TheOracleBIServermustberunningtoopenarepositoryinonlinemode.

3. EnterBISAMPLE1astherepositorypasswordandenteryouradministrativeusernameandpassword.



4. ClickOpentoopentherepositoryinonlinemode.

5. SelectManage>IdentitytoopenIdentityManager.

6. Intheleftpane,selectBIRepository.

7. SelectAction>SetOnlineUserFilter.



8. EnteranasteriskandclickOKtofetchusersfromtheidentitystore.

9. Intherightpane,doubleclickyouradministrativeusertoopentheUserdialogbox.Inthisexampletheadministrativeuserisweblogic.

10. IntheUserdialogbox,ontheUsertab,setLogginglevelto2.

11. ClickOKtoopentheCheckOutObjectsdialogbox.



11. ClickOKtoopentheCheckOutObjectsdialogbox.

12. IntheCheckOutObjectsdialogbox,clickCheckOut.Whenyouareworkinginarepositoryopeninonlinemode,youarepromptedtocheckoutobjectswhenyouattempttoperformvariousoperations.

13. SelectAction>ClosetocloseIdentityManager.

14. SelectFile>CheckInChanges.Alternatively,youcanclicktheCheckInChangesicononthetoolbar.



15. Savetherepository.Thereisnoneedtocheckconsistency.

16. SelectFile>CopyAstosaveacopyoftheonlinerepositorywiththesecuritychanges.

17. IntheSaveCopyAsdialogbox,savethefileasBISAMPLE.rpd,replacingtheexistingBISAMPLErepository.

18. ClickYeswhenaskedifyouwanttoreplacetheexistingBISAMPLErepository.ThiswillcreateanewBISAMPLErepositorywithqueryloggingsetfortheweblogicuser.

19. SelectFile>Closetoclosetherepository.



20. ClickOKwhenyoureceivethefollowingmessage:

"Inorderforyouronlinechangestotakeeffect,youwillhavetomanuallyrestarteachnonmasterOracleBIServerinstanceinthecluster."

21. LeavetheAdministrationToolopen.

CreatingandRunningAnalysis

1. OpenabrowseroranewbrowsertabandenterthefollowingURLtonavigatetoOracleBusinessIntelligence:

http://:7001/analytics

InthistutorialtheURLishttp://localhost:7001/analytics

2. Signinasanadministrativeuser.TypicallyyouusetheadministrativeusernameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.Ifyouneedhelpidentifyingausernameandpassword,contactyourcompany'sOracleBIAdministrator.



3. Intheleftnavigationpane,underCreate...>AnalysisandInteractiveReporting,selectAnalysis.

4. SelecttheSampleSalessubjectarea.

5. SelectReloadServerMetadata.



6. Intheleftnavigationpane,expandthefoldersintheSampleSalessubjectareaandconfirmthattheuserinterfacematchesthePresentationlayeroftherepository.

7. DoubleclickthefollowingcolumnnamesintheSubjectAreaspanetoaddthemtotheanalysis:

Time.PerNameYearProducts.TypeBaseFacts.Revenue



8. ClickResults.

9. Theanalysisresultsaredisplayedinacompoundlayout,whichincludesaTitleviewandaTableview.

10. Usescrollbarsliderofthecompoundlayouttoviewadditionalrows.



10. Usescrollbarsliderofthecompoundlayouttoviewadditionalrows.

CheckingtheQueryLog

1. ClickAdministration.

2. ClickLeavePagewhenpromptedwiththemessage:Areyousure?

3. OntheAdministrationpage,underSessionManagement,selectManageSessions.



4. IntheCursorCachesection,locateyourqueryandselectViewLog.

5. Yourlogentryshouldlooksimilartothescreenshot.

6. LocatetheSQLRequestsection.ThissectioncontainsthelogicalSQLissuedbythequery.

7. JustbelowtheSQLRequestsectionistheGeneralQueryInfosection.Thissectionidentifiestherepository,subjectarea,andpresentationcatalogfromwhichthequerywasrun.YouwillneedtoscrollrighttoseetheGeneralQueryInfotext.

8. ClickthebrowserbackbuttontoreturntotheManageSessionpage.

9. ClickthebrowserbackbuttontoreturntotheAdministrationscreen.

10. ClickHometoreturntotheHomepage.

11. SignoutofOracleBI.ClickLeavePagewhenpromptedaboutnavigatingawayfromthispage.LeavetheOracleBIbrowserpageopen.



InthissetofstepsyoucreatemultiplelogicaltablesourcesfortheD3Customerlogicaltable.Tocreatemultiplelogicaltablesourcesyouperformthefollowingsteps:

OpeningtheRepositoryinOfflineMode

AddingaNewLogicalTableSource

CreatingPresentationLayerObjects


CreatingandRunninganAnalysis

CheckingtheQueryLog


1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusinessIntelligence>BIAdministration.

2. OpentheBISAMPLErepositoryinofflinemodewithrepositorypasswordasBISAMPLE1.RecallthatearlierinthistutorialyoucreatedacopyoftheonlinerepositoryandsaveditasBISAMPLE.rpd.

3. SelectManage>IdentitytoopenIdentityManager.

4. SelectBIRepositoryintheleftpane.

5. Recallthatearlierinthistutorialyoucreatedacopyoftheonlinerepositorywithloggingleveldefinedfortheadministrativeuser.Confirmthatyouradministrativeuserisvisibleintherightpane.Inthisexampletheadministrativeuserisweblogic.

ManagingLogicalTableSources



6. DoubleclicktheadministrativeusertoopentheUserdialogbox.OntheUsertab,confirmthatlogginglevelissetto2.

7. ClickCanceltoclosetheUserdialogbox.

8. SelectAction>ClosetocloseIdentityManager.TheofflineBISAMPLErepositorynowhasauserwithalogginglevelsetto2.Thiswillallowyoutocheckthequerylogasyoucompletetheremainingexercisesinthistutorial.Youwillnothavetorepeatthestepsofcopyinganonlinerepository.

AddingaNewLogicalTableSource

1. IntheBMMlayer,expandSampleSales>D3Customer>Sources.NoticethattheD3CustomerlogicaltablehasonelogicaltablesourcenamedD3Customer.



2. RenametheD3Customerlogicaltablesource(notthelogicaltable)toLTS1Customer.

3. DoubleclickLTS1CustomertoopentheLogicalTableSourcedialogbox.



4. ClicktheColumnMappingtabandnoticethatalllogicalcolumnsmaptophysicalcolumnsinthesamephysicaltable:D3Customer.ItmaybenecessarytoscrolltotherighttoseethePhysicalTablecolumn.Makesure"Showmappedcolumns"isselected.



5. ClickOKtoclosetheLogicalTableSourcedialogbox.

6. InthePhysicallayer,expandorcl>BISAMPLE.

7. DragD4AddressfromthePhysicallayertotheD3CustomerlogicaltableintheBMMlayer.NoticethiscreatesanewlogicaltablesourcenamedD4AddressfortheD3Customerlogicaltable.ItalsocreatesnewlogicalcolumnsthatmaptotheD4Addressphysicaltable.

8. IntheBMMlayer,doubleclickthenewD4AddresslogicaltablesourcetoopentheLogicalTableSourcedialogbox.



9. OntheGeneraltab,enterLTS2CustomerAddressintheNamefield.



10. ClicktheColumnMappingtabandnoticethatalllogicalcolumnsmaptophysicalcolumnsinthesamephysicaltable:D4Address.Ifnecessary,selectShowmappedcolumnsanddeselectShowunmappedcolumns.


12. ConfirmthattheD3Customerlogicaltablenowhastwologicaltablesources:LTS1CustomerandLTS2CustomerAddress.A



12. ConfirmthattheD3Customerlogicaltablenowhastwologicaltablesources:LTS1CustomerandLTS2CustomerAddress.Asinglelogicaltablenowmapstotwophysicalsources.

13. RightclickthenewADDRESS_KEYcolumnandselectDelete.Thisisaduplicatecolumnandisnotneeded.

14. ClickYestoconfirmthedelete.

15. UsetheRenameWizardoramanualrenamingtechniquetorenamethenewaddresslogicalcolumns(withuppercaseletters)inD3Customer.Yourresultsshouldlooksimilartothescreenshot.Hint:TousetheRenameWizard,selectallofthenewlogicalcolumns,thenrightclickanyoneofthehighlightedcolumnsandselectRenameWizardtolaunchthewizard.IfyouneedhelpusingtheRenameWizard,refertoRenamingObjectsUsingtheRenameWizardsectionfromearlierinthistutorial.



16. Renametheremaininglogicaltablesourcesaccordingtothefollowingtable.RecallthatlogicaltablesourcesarelocatedintheSourcesfolderforalogicaltable.Forexample:D2Product>Sources.

LogicalTableSource Rename

D2Product LTS1ProductF1Revenue LTS1Revenue

Yourresultsshouldlooksimilartothescreenshot.

CreatingPresentationLayerObjects



1. InthePresentationlayer,rightclicktheSampleSalessubjectareaandselectNewPresentationTabletoopenthePresentationTabledialogbox.

2. OntheGeneraltab,enterCustomerRegionsintheNamefield.

3. ClickOKtoclosethePresentationTabledialogbox.ConfirmthattheCustomerRegionspresentationtableisaddedtotheSampleSalessubjectareainthePresentationlayer.



4. IntheBMMlayer,expandSampleSales>D3Customer.

5. DragthefollowinglogicalcolumnsfromD3CustomertoCustomerRegionsinthePresentationlayer:

Address1Address2AreaCityCountryNameEstabNamePostalCodeRegionStateProvinceStateProvinceAbbrv

Yourcolumnnamesmaybeslightlydifferentdependingonhowyourenamedthem.



6. ReordertheCustomerRegionspresentationcolumnsinthefollowingorder,fromtoptobottom:

RegionAreaCountryNameStateProvinceStateProvinceAbbrvCityPostalCodeAddress1Address2EstabName



7. DoubleclicktheSampleSalessubjectareainthePresentationlayertoopentheSubjectAreadialogbox.

8. ClickthePresentationTablestab.



9. ReorderthepresentationtablessothatCustomerRegionsappearsafterCustomers.

10. ClickOKtoclosetheSubjectAreadialogbox.Confirmthatthepresentationtablesappearintheexpectedorder.

Younowhavetwopresentationtables,CustomersandCustomerRegions,mappedtothesamelogicaltable,D3Customer.TheD3Customerlogicaltableismappedtotwophysicalsources:D3CustomerandD4Address.



D3Customerlogicaltableismappedtotwophysicalsources:D3CustomerandD4Address.

11. Savetherepositoryandcheckglobalconsistencywhenprompted.Youshouldreceiveamessagethattherearenoerrors,warnings,orbestpracticeviolationstoreport.

Ifyoudoreceiveanyconsistencycheckerrorsorwarnings,fixthembeforeproceeding.

12. ClickOKtoclosetheconsistencycheckmessage.

13. Closetherepository.LeavetheAdministrationToolopen.


1. ReturntoOracleEnterpriseManager,whichshouldstillbeopen.Ifnot,openabrowserandenterthefollowingURLtonavigatetoOracleEnterpriseManager:

http:///:7001/em


2. Ifnecessary,loginasanadministrativeuser.TypicallyyouusetheadministrativeusernameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.

3. Intheleftnavigationpane,expandBusinessIntelligenceandclickoncoreapplication.

4. ClicktheDeploymenttab.






8. Inthe"UploadBIServerRepository"section,clickBrowsetoopentheChoosefiledialogbox.

9. Bydefault,theChoosefiledialogboxshouldopentotherepositorydirectory.Ifnot,navigatetotherepositorydirectorywiththeBISAMPLErepository.Ifnot,browsetoD:\bi\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis1\repository.



12. ClickApply.

13. IntheBIServerRepositorysection,confirmthattheDefaultRPDisnowBISAMPLEwithanextension.InthisexamplethefilenameisBISAMPLE_BI0080.





16. OntheAvailability>Processespage,selectBIServers,andclickRestartSelected.

17. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartselectedcomponents?








1. ReturntoOracleBI,whichshouldstillbeopen.Ifnot,openabrowserorbrowsertabandenterthefollowingURLtonavigatetoOracleBusinessIntelligence:

http:///:7001/analytics

InthistutorialtheURLishttp://localhost:7001/analytics.

2. Ifyourprevioussessionhastimedout,signinasanadministrativeuser.TypicallyyouusetheadministrativeusernameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.



3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.


5. SelectReloadServerMetadata.



6. Intheleftnavigationpane,expandthefoldersandconfirmthattheCustomerRegionsfolderandcorrespondingcolumnsappear.

7. CreatethefollowinganalysisbydoubleclickingcolumnnamesintheSubjectAreaspane:

CustomerRegions.RegionCustomers.CustomerNameProducts.TypeBaseFacts.Revenue

8. ClickResultstoviewtheanalysisresults.UsetheGetmorerowsbuttonatthebottomoftheresultsscreentoseemorerows.



CheckingtheQueryLog

1. ClickAdministration.





Inthissetofstepsyouuseexistingmeasurestocreatedaderivedcalculationmeasure.Tocreateaderivedcalculationmeasureyouperformthefollowingsteps:


CreatingaCalculationMeasureDerivedfromExistingColumns

CreatingaCalculationMeasureUsingaFunction



CheckingtheQueryLog



2. SelectFile>Open>Offline.

3. SelectBISAMPLE.rpdandclickOpen.DonotselectanyBISAMPLErepositorywithanextension,forexample,BISAMPLE_BI0079.rpd.RecallthatthesearetherepositoriesthathavebeenloadedintoOracleBIServermemory.

CreatingCalculationMeasures



4. EnterBISAMPLE1astherepositorypasswordandclickOKtoopentherepository.

CreatingaCalculationMeasureDerivedfromExistingColumns

1. IntheBMMlayer,expandSampleSales>F1Revenue.

2. RightclickF1RevenueandselectNewObject>LogicalColumntoopentheLogicalColumndialogbox.

3. OntheGeneraltab,enterActualUnitPriceintheNamefield.



4. ClicktheColumnSourcetab.

5. SelectDerivedfromexistingcolumnsusinganexpression.



6. ClicktheEditExpressionbuttontoopenExpressionBuilder.

7. IntheleftpaneselectLogicalTables>F1Revenue>Revenue.



8. ClicktheInsertselecteditembuttontomovetheRevenuecolumntotherightpane.

9. Clickthedivisionoperatortoaddittotheexpression.



10. IntheleftpaneselectLogicalTables>F1RevenueandthendoubleclickUnitstoaddittotheexpression.

11. ClickOKtocloseExpressionBuilder.NoticethattheformulaisaddedtotheLogicalColumndialogbox.



12. ClickOKtoclosetheLogicalColumndialogbox.TheActualUnitPricecalculatedmeasureisaddedtothebusinessmodel.

13. DragActualUnitPricefromtheBMMlayertotheBaseFactspresentationtableinthePresentationlayer.

14. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.

CreatingaCalculationMeasureUsingaFunction

1. IntheBMMlayer,rightclickF1RevenueandselectNewObject>LogicalColumntoopentheLogicalColumndialogbox.



2. OntheGeneraltab,enterRevenueRankintheNamefield.





5. ClicktheEditExpressionbuttontoopenExpressionBuilder.



6. IntheleftpaneselectFunctions>Displayfunctions>Rank.

7. ClicktheInsertselecteditembuttontomovetheRankfunctiontotherightpane.



8. Clickintheexpression.

9. IntheleftpaneselectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.



10. ClickOKtocloseExpressionBuilder.NoticethattheformulaisaddedtotheLogicalColumndialogbox.

11. ClickOKtoclosetheLogicalColumndialogbox.TheRevenueRankcalculatedmeasureisaddedtothebusinessmodel.



12. DragRevenueRankfromtheBMMlayertotheBaseFactspresentationtableinthePresentationlayer.

13. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.

14. Closetherepository.LeavetheAdminToolopen.


1. ReturntoOracleEnterpriseManager,whichshouldstillbeopen.Ifnot,openabrowserandenterthefollowingURLtonavigatetoOracleEnterpriseManager:

http:///:7001/em



3. Intheleftnavigationpane,expandBusinessIntelligenceandclickoncoreapplication.



4. ClicktheDeploymenttab.



7. ClickClosewhenyoureceivetheconfirmationmessageLockandEditConfigurationCompletedSuccessfully.

8. ClickBrowseandnavigatetothedirectorywiththeBISAMPLErepository.



9. Bydefault,theChoosefiledialogboxshouldopentotherepositorydirectory.Ifnot,browsetoD:\bi\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis1\repository





12. ClickApply.

13. ConfirmthatthedefaultRPDisnowBISAMPLEwithanextension.InthisexamplethefilenameisBISAMPLE_BI0081.



16. OntheAvailability>Processespage,selectBIServers,andclickRestartSelected

17. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartselectedcomponents?.








1. ReturntoOracleBI,whichshouldstillbeopen.Ifnot,openabrowserorbrowsertabandenterthefollowingURLtonavigatetoOracleBusinessIntelligence:

http:///:7001/analytics

InthistutorialtheURLishttp://localhost:7001/analytics.


3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.Hint:Ifyoursessionhasnottimedout,youcancreateanewanalysisbyselectingNew>Analysis.


5. Intheleftnavigationpane,expandtheBaseFactsfolderandconfirmthattheActualUnitPriceandRevenueRankcolumnsarevisible.

6. CreatethefollowinganalysisbydoubleclickingcolumnnamesintheSubjectAreaspane:

Products.ProductBaseFacts.RevenueBaseFacts.RevenueRankBaseFacts.UnitsBaseFacts.ActualUnitPrice



7. SortRevenueRankinascendingorder.

8. ClickResultstoviewtheanalysisresults.

PleasenotethattheActualUnitPricecalculationiscorrect,althoughitdoesnotmakesensefromabusinessperspective.Forexample,theunitpriceforanLCDHDTelevisionwouldnotbe9dollars.Thisisaresultoftheunderlyingsampledata.

CheckingtheQueryLog

1. ClicktheAdministrationlinkintheupperright.

2. ClickLeavePagewhenyouareasked"Areyousure?"



NotethatthedivisionofRevenuebyUnitsiscalculatedintheouterqueryblock(D1.c2/nullif(D1.c1,0)asc3inthisexample).BecauseyoudefinedtheActualUnitPricecalculationusinglogicalcolumns,theSUMaggregationruleisappliedtotheRevenueandUnitscolumnsfirstandthenthedivisioniscalculated.







Inthissetofstepsyouaddlogicaldimensionhierarchiestothebusinessmodel.Alogicaldimensionrepresentsahierarchicalorganizationoflogicalcolumnsbelongingtoasinglelogicaldimensiontable.LogicaldimensionscanexistintheBusinessModelandMappinglayerandinthePresentationLayer.AddinglogicaldimensionstothePresentationlayerexposesthemtousers,whichenablesuserstocreatehierarchybasedqueries.YouimplementfourlogicaldimensionsforABC:Time,Product,Office,andCustomer.Creatinglogicaldimensionswithhierarchiesallowsyoutobuildlevelbasedmeasures,defineaggregationrulesthatvarybydimension,providedrilldownonchartsandtablesinanalyses

CreatingLogicalDimensionswithLevelBasedHierarchies



allowsyoutobuildlevelbasedmeasures,defineaggregationrulesthatvarybydimension,providedrilldownonchartsandtablesinanalysesanddashboards,anddefinethecontentofaggregatesources.Tocreatelogicaldimensionswithlevelbasedhierarchies,youperformthefollowingsteps:


CreatingaLogicalDimensionforProduct

CreatingLogicalLevels

AssociatingLogicalColumnswithLogicalLevels

SettingLogicalLevelKeys

CreatingaLogicalDimensionforTime

AssociatingTimeLogicalColumnswithLogicalLevels

CreatingaLogicalDimensionforCustomer

SettingAggregationContentforLogicalTableSources

TestingYourWork






CreatingaLogicalDimensionforProduct

1. IntheBMMlayer,rightclicktheSampleSalesbusinessmodelandselectNewObject>LogicalDimension>DimensionwithLevelBasedHierarchytoopentheLogicalDimensiondialogbox.

2. NamethelogicaldimensionH2Product.

3. ClickOK.ThelogicaldimensionisaddedtotheSampleSalesbusinessmodel.



CreatingLogicalLevels

1. RightclickH2ProductandselectNewObject>LogicalLevel.

2. NamethelogicallevelasProductTotal.



3. Becausethislevelrepresentsthegrandtotalforproducts,selecttheGrandtotallevelcheckbox.Notethatwhenyoudothis,theSupportsrolluptohigherlevelofaggregationfieldisgrayedoutandprotected.



4. ClickOKtoclosetheLogicalLeveldialogbox.TheProductTotallevelisaddedtotheH2Productlogicaldimension.

5. RightclickProductTotalandselectNewObject>ChildLeveltoopentheLogicalLeveldialogbox.

6. NamethelogicallevelProductBrand.



7. ClickOKtoclosetheLogicalLeveldialogbox.TheProductBrandlevelisaddedtothelogicaldimension.

8. Repeatthestepstoaddthefollowingchildlevels:

ProductLOBasachildofProductBrandProductTypeasachildofProductLOBProductDetailasachildofProductType

Usethescreenshotasaguide:



AssociatingLogicalColumnswithLogicalLevels

1. ExpandtheD2Productlogicaltable.

2. DragtheBrandcolumnfromD2ProducttotheProductBrandlevelinH2Product.

3. ContinuedragginglogicalcolumnsfromtheD2ProductlogicaltabletotheircorrespondinglevelsintheH2Productlogicaldimension:

LogicalColumn LogicalLevel

Lob ProductLOBType ProductTypeProduct ProductDetailProdKey ProductDetail



Yourresultsshouldlooksimilartothescreenshot:

SettingLogicalLevelKeys

1. DoubleclicktheProductBrandlogicalleveltoopentheLogicalLeveldialogbox.OntheGeneraltab,noticethattheProductLOBchildlevelisdisplayed.



2. ClicktheKeystab.

3. EnterBrandforKeyName.



4. IntheColumnsfield,usethedropdownlisttoselectD2Product.Brand.

5. CheckUseforDisplay.Whenthisisselected,userscandrilldowntothiscolumnfromahigherlevel.



6. SetBrandasthePrimarykey.

7. ClickOKtoclosetheLogicalLeveldialogbox.TheiconchangesforBrandtoshowthatitisthekeyfortheProductBrandlevel.

8. Useadifferenttechniquetocreatealogicallevelkey:RightclickLobfortheProductLOBlevelandselectNewLogicalLevelKeytoopentheLogicalLevelKeydialogbox.



9. IntheLogicalLevelKeydialogbox,acceptthedefaultsandclickOK.

10. TheiconchangesforLobtoshowthatitisthekeyfortheProductLOBlevel.



11. UseeithermethodtosettheremainingkeysfortheH2Productlogicaldimension:

LogicalLevel

LogicalLevelKey

UseforDisplay

ProductType Type YesProductDetail Product YesProductDetail ProdKey No


PleasenotethattheDetaillevel(lowestlevelofthehierarchy)musthavethecolumnthatisthelogicalkeyofthedimensiontableassociatedwithitanditmustbethekeyforthatlevel:ProdKeyinthisexample.

12. SetProdKeyastheprimarykeyfortheProductDetaillevel.Hint:DoubleclickthelevelandselecttheKeystab.



CreatingaLogicalDimensionforTime

1. UseadifferenttechniquetocreatealogicaldimensionforTime.RightclicktheD1TimelogicaltableandselectCreateLogicalDimension>DimensionwithLevelBasedHierarchy.



2. Anewlogicaldimension,D1TimeDiminthisexample,isautomaticallyaddedtothebusinessmodel.

3. RenameD1TimeDimtoH1Time.

4. ExpandH1Time.Noticethattwolevelswerecreatedautomatically:D1TimeTotalandD1TimeDetail.D1TimeDetailispopulatedwithallofthecolumnsfromtheD1Timelogicaltable.



5. RenameD1TimeTotaltoTimeTotal,andrenameD1TimeDetailtoTimeDetail.

6. RightclickTimeDetailandselectNewObject>ParentLeveltoopentheLogicalLeveldialogbox.

7. OntheGeneraltab,namethelogicallevelWeek,andcheckSupportsrolluptohigherlevelofaggregation.



8. ClickOKtoclosetheLogicalLeveldialogbox.TheWeeklevelisaddedtotheH1Timelogicaldimension.

9. Repeatthestepstoaddtheremaininglogicallevels:

MonthasaparentofWeekQuarterasaparentofMonthHalfasaparentofQuarterYearasaparentofHalf

Yourfinalresultsshouldlooksimilartothescreenshot:



AssociatingTimeLogicalColumnswithLogicalLevels

1. Useadifferenttechniquetoassociatelogicalcolumnswithlogicallevels.DragthelogicalcolumnsfromtheTimeDetaillogicallevel(notfromtheD1Timelogicaltable)totheircorrespondinglevelsintheH1Timelogicaldimension.Thisisaconvenienttechniquewhenlogicalcolumnsareburieddeepinthebusinessmodel.

LogicalColumn LogicalLevel

PerNameYear YearPerNameHalf HalfPerNameQtr QuarterPerNameMonth MonthPerNameWeek Week




2. DeleteallremainingcolumnsfromtheTimeDetaillevelexceptforCalendarDatesothatonlyCalendarDateisassociatedwiththeTimeDetaillevel.Noticethatdeletingobjectsfromthehierarchydoesnotdeletethemfromthelogicaltableinthebusinessmodel.

3. SetthelogicalkeysfortheH1Timelogicaldimensionaccordingtothefollowingtable:

LogicalLevel LevelKey UseforDisplay

Year PerNameYear YesHalf PerNameHalf Yes

Quarter PerNameQtr YesMonth PerNameMonth YesWeek PerNameWeek YesTimeDetail CalendarDate Yes



CreatingaLogicalDimensionforCustomer

1. UseeithertechniquetocreatealogicaldimensionwithalevelbasedhierarchynamedH3CustomerfortheD3Customerlogicaltablewiththefollowinglevels,columns,andkeys.Hint:Createthelevelsfirst,thendoubleclickalogicalcolumntoopentheLogicalColumndialogboxandusetheLevelstabtoassociatethelogicalcolumnwithalogicallevel.

Level Column Key UseforDisplay

CustomerTotal CustomerRegion Region Region YesCustomerArea Area Area YesCustomerCountry CountryName CountryName Yes

CustomerState StateProvince StateProvince Yes

CustomerCity City City YesCustomerPostalCode PostalCode PostalCode Yes

CustomerDetailCustomerName

CustomerNumber

CustomerName

CustomerNumber

Yes

No

SetCustomerTotalasthegrandtotallevel.

SetCustomerNumberastheprimarykeyfortheCustomerDetaillevel.




SettingAggregationContentforLogicalTableSources

1. ExpandD1Time>Sources.

2. DoubleclicktheLTS1TimelogicaltablesourcetoopentheLogicalTableSourcedialogbox.



3. ClicktheContenttab.

4. ConfirmthatAggregationcontent,groupbyissettoLogicalLevelandthelogicallevelissettoTimeDetailfortheH1Timelogicaldimension.




6. Repeattoverifyorsetcontentsettingsfortheremaininglogicaltablesourcesusingthetableandscreenshotsasaguide:

LogicalTableSource LogicalDimension LogicalLevel

LTS1Product H2Product ProductDetailLTS1Customer H3Customer CustomerDetailLTS2CustomerAddress H3Customer CustomerDetail

LTS1Revenue

H1Time

H2Product

H3Customer

TimeDetail

ProductDetail

CustomerDetail



7. Savetherepositoryandcheckglobalconsistency.Fixanyerrorsorwarningsbeforeproceeding.NoticethatyoudidnothavetomakeanychangestothePresentationlayer.

8. Closetherepository.LeavetheAdministrationToolopen.

TestingYourWork

1. ReturntoOracleEnterpriseManagerandloadtheBISAMPLErepository.

2. ReturntoOracleBI,whichshouldstillbeopen,andsigninifnecessary.

3. CreatethefollowinganalysistotesttheProducthierarchy.

Products.BrandBaseFacts.Revenue

4. ClickResults.

5. ClickontheBizTechbrandandverifythatyoucandrilldownthroughthehierarchytoseerevenuedataateachlevel.



6. SelectNew>Analysis>SampleSales.


8. Createthefollowinganalysis:

Time.PerNameYearBaseFacts.Revenue

9. ClickResultsandverifythatyoucandrilldownthroughtheTimehierarchy.

10. RepeatthestepsandcreatethefollowinganalysistotesttheCustomershierarchy:



10. RepeatthestepsandcreatethefollowinganalysistotesttheCustomershierarchy:

CustomerRegions.RegionBaseFacts.Revenue

11. ClickResultsandverifythatyoucandrilldownthroughtheCustomershierarchy.


InthissetofstepsyoucreatelevelbasedmeasuresthatcalculatetotaldollarsatvariouslevelsintheProducthierarchy,andthenusealevelbasedmeasuretocreateasharemeasure.

Tocreatelevelbasedmeasuresandasharemeasure,youperformthefollowingsteps:


CreatingLevelBasedMeasures

CreatingaShareMeasure

TestingYourWork







1. IntheBMMlayer,rightclicktheF1RevenuetableandselectNewObject>LogicalColumntoopentheLogicalColumndialogbox.




2. OntheGeneraltab,enterProductTotalRevenueintheNamefield.





5. OpentheExpressionBuilder.



6. IntheExpressionBuilder,addLogicalTables>F1Revenue>Revenuetotheexpression.RecallthattheRevenuecolumnalreadyhasadefaultaggregationruleofSum.

7. ClickOKtocloseExpressionBuilder.

8. ClicktheLevelstab.



9. FortheH2Productlogicaldimension,selectProductTotalfromtheLogicalLeveldropdownlisttospecifythatthismeasureshouldbecalculatedatthegrandtotallevelintheproducthierarchy.

10. ClickOKtoclosetheLogicalColumndialogbox.TheProductTotalRevenuemeasureappearsintheProductTotalleveloftheH2ProductlogicaldimensionandtheF1Revenuelogicalfacttable.



11. Repeatthestepstocreateasecondlevelbasedmeasure:

Name LogicalDimension LogicalLevel

ProductTypeRevenue H2Product ProductType

12. ExposethenewcolumnstousersbydraggingProductTotalRevenueandProductTypeRevenuetotheBaseFactspresentationtableintheSampleSalessubjectareainthePresentationlayer.YoucandragthecolumnsfromeithertheH2Productlogical



tableintheSampleSalessubjectareainthePresentationlayer.YoucandragthecolumnsfromeithertheH2ProductlogicaldimensionortheF1Revenuelogicaltable.

CreatingaShareMeasure

1. IntheBMMlayer,rightclicktheF1RevenuetableandselectNewObject>LogicalColumntoopentheLogicalColumndialogbox.

2. OntheGeneraltab,namethelogicalcolumnProductShare.

3. OntheColumnSourcetab,select"Derivedfromexistingcolumnsusinganexpression".



4. OpentheExpressionBuilder.

5. IntheExpressionBuilder,SelectFunctions>MathematicFunctions>Round.



6. ClickInsertselecteditem.Thefunctionappearsintheeditbox.

7. ClickSourceNumberintheformula.



8. Enter100*followedbyaspace.

9. InsertLogicalTables>F1Revenue>Revenue.



10. Usingthetoolbar,clicktheDivisionbutton.Anothersetofanglebracketsappears,.

11. Click.



12. InsertLogicalTables>F1Revenue>ProductTotalRevenue.Recallthatthisisthetotalmeasureforthehierarchy.

13. Clickbetweenthelastsetofanglebrackets,,andenter1.Thisrepresentsthenumberofdigitsofprecisionwithwhichtoroundtheinteger.



14. Checkyourwork:

Round(100*"SampleSales"."F1Revenue"."Revenue"/"SampleSales"."F1Revenue"."ProductTotalRevenue",1)

Thissharemeasurewillallowyoutorunananalysisthatshowshowrevenueofaspecificproductcomparestototalrevenueforallproducts.

15. ClickOKtoclosetheExpressionBuilder.TheformulaisvisibleintheLogicalColumndialogbox.



16. ClickOKtoclosetheLogicalColumndialogbox.TheProductSharelogicalcolumnisaddedtothebusinessmodel.

17. AddtheProductSharemeasuretotheBaseFactspresentationtable.

18. Savetherepository.Checkconsistency.Youshouldreceivethefollowingmessage.

Ifthereareconsistencyerrorsorwarnings,correctthembeforeyouproceed.

19. Closetherepository.

TestingYourWork

1. ReturntoOracleEnterpriseManagerandloadtheBISAMPLErepository.

2. ReturntoOracleBI,whichshouldstillbeopen,andsignin.

3. Createthefollowinganalysistotestthelevelbasedandsharemeasures.

Products.ProductBaseFacts.RevenueBaseFacts.ProductTypeRevenue

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