Creating A Repository Using The Oracle BI 11g Administration Tool

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CreatingaRepositoryUsingtheOracleBI11gAdministrationTool
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
Prerequisites
BuildingthePhysicalLayerofaRepository
BuildingtheBusinessModelandMappingLayerofa
Repository
BuildingthePresentationLayerofaRepository
TestingandValidatingaRepository
ManagingLogicalTableSources
CreatingCalculationMeasures
CreatingLogicalDimensionswithLevelBased
Hierarchies
CreatingLevelBasedMeasures
CreatingLogicalDimensionswithParentChild
Hierarchies
CreatingLogicalDimensionswithRaggedandSkipped
LevelHierarchies
UsingAggregates
UsingInitializationBlocksandVariables
CreatingTimeSeriesMeasures
Summary
Resources
Purpose
ThistutorialcoversusingtheOracleBusinessIntelligence(BI)AdministrationTooltobuild,modify,enhance,and
manageanOracleBIrepository.
TimetoComplete
Approximately6hours.
Overview
ThistutorialshowsyouhowtobuildanOracleBImetadatarepositoryusingtheOracleBIAdministrationTool.Youlearn
howtoimportmetadatafromdatasources,simplifyandreorganizetheimportedmetadataintoabusinessmodel,and
thenstructurethebusinessmodelforpresentationtouserswhorequestbusinessintelligenceinformationviaOracleBI
userinterfaces.
Prerequisites
Beforestartingthistutorial,youshould:
1. HaveaccesstoorhaveInstalledOracleBusinessIntelligenceEnterpriseEdition11g.
Pleasenote:ThistutorialisbuiltusingOracleBusinessIntelligenceEnterpriseEdition11.1.1.5.Duetoproduct
enhancementsin11.1.1.5,ifyouuseanearlierversionoftheproducttocompletethistutorial,youwillnoticesome
differencesinfunctionality:
NewDiagrammingCapability:ThePhysicalandBusinessModelDiagramshaveenhancedcapabilitiesinthe
11.1.1.5release,includinganimprovedlookandfeel,theabilitytodisplaycolumnsintableobjectsinthediagram,
andnewdiagramoptionslikeautolayout,marqueezoom,andzoomtofit.Additionally,joinsinthePhysicaland
http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi11115/biadmin11g_02/biadmin11g.htm?print=preview
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BusinessModelDiagramsarenowrepresentedbyalinewithanarrowatthe"one"endofthejoin,ratherthanthe
linewithcrowsfeetatthe"many"endofthejointhatwasusedinpreviousreleases.Whencreatingjoinsinthe
PhysicalandBusinessModelDiagrams,younowselectthe"many"endofthejoinfirst,andthenselectthe"one"
endofthejoin.Inpreviousreleases,joinsinthediagramswerecreatedbyselectingthe"one"endofthejoinfirst.
Whensettingupquerylogging,youmustselectAction>SetOnlineUserFilterinIdentityManagertoviewusersin
therepository.
2. TocompletethistutorialyoumusthaveaccesstotheBISAMPLEschemathatisincludedwiththeSample
ApplicationforOracleBusinessIntelligenceSuiteEnterpriseEditionPlus.Therearethreeoptionsforaccessingthe
BISAMPLEschema:
1.Ifyoualreadyhaveinstalledversion825orV107oftheSampleApplication,verifythatyouhaveaccesstothe
BISAMPLEschemaandbeginthetutorial.
2.IfyouareinterestedindownloadingandinstallingthecompleteSampleApplication,youcanaccessithereonthe
OracleTechnicalNetwork(OTN).Pleasenote,however,thatonlytheBISAMPLEschemaisrequiredtocomplete
thistutorial.IfyouwanttoinstallonlytheBISAMPLEschema,proceedtooption3.
3.ClickheretoaccesstheForOBE.7zfile,whichhasthe825versionoftheBISAMPLEschemaandinstallation
instructions.SaveForOBE.7z,unzip,andbeginwithREADMEFIRST.txt.
BuildingthePhysicalLayerofaRepository
InthistopicyouusetheOracleBIAdministrationTooltobuildthePhysicallayerofarepository.
ThePhysicallayerdefinesthedatasourcestowhichOracleBIServersubmitsqueriesandtherelationshipsbetween
physicaldatabasesandotherdatasourcesthatareusedtoprocessmultipledatasourcequeries.Therecommended
waytopopulatethePhysicallayerisbyimportingmetadatafromdatabasesandotherdatasources.Thedatasources
canbeofthesameordifferentvarieties.Youcanimportschemasorportionsofschemasfromexistingdatasources.
Additionally,youcancreateobjectsinthePhysicallayermanually.
Whenyouimportmetadata,manyofthepropertiesofthedatasourcesareconfiguredautomaticallybasedonthe
informationgatheredduringtheimportprocess.Afterimport,youcanalsodefineotherattributesofthephysicaldata
sources,suchasjoinrelationships,thatmightnotexistinthedatasourcemetadata.Therecanbeoneormoredata
sourcesinthePhysicallayer,includingdatabases,flatfiles,XMLdocuments,andsoforth.Inthisexample,youimport
andconfiguretablesfromtheBISAMPLEschemaincludedwiththeOracleBI11gSampleApplication.
TobuildthePhysicallayerofarepository,youperformthefollowingsteps:
CreateaNewRepository
ImportMetadata
VerifyConnection
CreateAliases
CreatePhysicalKeysandJoins
ImportMetadata
VerifyConnection
CreateAliases
CreateKeysandJoins
1. SelectStart>Programs>OracleBusinessIntelligence>BIAdministrationtoopentheAdministrationTool.
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2. SelectFile>NewRepository.
3. Enteranamefortherepository.InthistutorialtherepositorynameisBISAMPLE.
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4. Leavethedefaultlocationasis.Itpointstothedefaultrepositorydirectory.
5. LeaveImportMetadatasettoYes.
6. Enterandretypeapasswordfortherepository.InthistutorialBISAMPLE1istherepositorypassword.
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7. ClickNext.
ImportMetadata
1. ChangetheConnectionTypetoOCI10g/11g.Thescreendisplaysconnectionfieldsbasedontheconnectiontype
youselected.
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2. Enteradatasourcename.Inthisexamplethedatasourcenameisorcl.Thisnameisthesameasthe
tnsnames.oraentryforthisOracledatabaseinstance.
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3. Enterausernameandpasswordforthedatasource.Inthisexampletheusernameandpasswordareboth
BISAMPLE.RecallthatBISAMPLEisthenameoftheuser/schemayoucreatedintheprerequisitesection.
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4. ClickNext.
5. AcceptthedefaultmetadatatypesandclickNext.
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6. IntheDatasourceview,expandtheBISAMPLEschema.
7. UseCtrl+Clicktoselectthefollowingtables:
SAMP_ADDRESSES_D
SAMP_CUSTOMERS_D
SAMP_PRODUCTS_D
SAMP_REVENUE_F
SAMP_TIME_DAY_D
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8. ClicktheImportSelectedbuttontoaddthetablestotheRepositoryView.
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9. TheConnectionPooldialogboxappears.AcceptthedefaultsandclickOK.
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10. TheImportingmessageappears.
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11. Whenimportiscomplete,expandBISAMPLEintheRepositoryViewandverifythatthefivetablesarevisible.
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12. ClickFinishtoopentherepository.
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13. Expandorcl>BISAMPLEandconfirmthatthefivetablesareimportedintothePhysicallayeroftherepository.
VerifyConnection
1. SelectTools>UpdateAllRowCounts.
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2. Whenupdaterowcountscompletes,movethecursoroverthetablesandobservethatrowcountinformationisnow
visible,includingwhentherowcountwaslastupdated.
3. Expandtablesandobservethatrowcountinformationisalsovisibleforindividualcolumns.
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4. RightclickatableandselectViewDatatoviewthedataforthetable.
5. ClosetheViewDatadialogboxwhenyouaredone.Itisagoodideatoupdaterowcountsorviewdataafteran
importtoverifyconnectivity.Viewingdataorupdatingrowcount,ifsuccessful,tellsyouthatyourconnectionis
configuredcorrectly.
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CreateAliases
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1. ItisrecommendedthatyouusetablealiasesfrequentlyinthePhysicallayertoeliminateextraneousjoinsandto
includebestpracticenamingconventionsforphysicaltablenames.RightclickSAMP_TIME_DAY_DandselectNew
Object>AliastoopenthePhysicalTabledialogbox.
2. EnterD1TimeintheNamefield.
3. IntheDescriptionfield,enterTimeDimensionAliasatdaygrain.Storesonerecordforeachday.
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4. ClicktheColumnstab.Notethataliastablesinheritallcolumndefinitionsfromthesourcetable.
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5. ClickOKtoclosethePhysicalTabledialogbox.
6. Repeatthestepsandcreatethefollowingaliasesfortheremainingphysicaltables.
SAMP_ADDRESSES_D=D4Address
SAMP_CUSTOMERS_D=D3Customer
SAMP_PRODUCTS_D=D2Product
SAMP_REVENUE_F=F1Revenue
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CreateKeysandJoins
1. SelectthefivealiastablesinthePhysicallayer.
2. RightclickoneofthehighlightedaliastablesandselectPhysicalDiagram>SelectedObject(s)Onlytoopenthe
PhysicalDiagram.Alternatively,youcanclickthePhysicalDiagrambuttononthetoolbar.
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3. Rearrangethealiastableobjectssotheyareallvisible.
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4. YoumaywanttoadjusttheobjectsinthePhysicalDiagram.Ifso,usethetoolbarbuttonstozoomin,zoomout,fit
thediagram,collapseorexpandobjects,selectobjects,andsoforth:
5. ClicktheNewJoinbuttononthetoolbar.
6. ClicktheF1RevenuetableandthentheD1Timetable.ThePhysicalForeignKeydialogboxopens.Itmatters
whichtableyouclickfirst.Thejoincreatesaonetomany(1:N)relationshipthatjoinsthekeycolumninthefirsttable
toaforeignkeycolumninthesecondtable.
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7. SelecttheD1Time.CALENDAR_DATEcolumn,andthenselectF1Revenue.BILL_DAY_DTtojointhetables.
EnsurethattheExpressioneditbox(atthebottom)containsthefollowingexpression:
"orcl".""."BISAMPLE"."D1Time"."CALENDAR_DATE"="orcl".""."BISAMPLE"."F1
Revenue"."BILL_DAY_DT"
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8. ClickOKtoclosethePhysicalForeignKeydialogbox.ThejoinisvisibleinthePhysicalDiagram.
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PleasebeawareofthefollowingupgradeconsiderationsforOracleBIEE11gRelease1(11.1.1.5):Joinsinthe
PhysicalandBusinessModeldiagramsarenowrepresentedbyalinewithanarrowatthe"one"endofthejoin,
ratherthanthelinewithcrowsfeetatthe"many"endofthejointhatwasusedinpreviousreleases.Whencreating
joinsinthePhysicalandBusinessModelDiagrams,younowselectthe"many"endofthejoinfirst,andthenselect
the"one"endofthejoin.Inpreviousreleases,joinsinthediagramswerecreatedbyselectingthe"one"endofthe
joinfirst.
9. Repeatthestepstocreatejoinsfortheremainingtables.Usethefollowingexpressionsasaguide.Pleasenotice
thatD4AddressjoinstoD3Customer.
"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:.
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12. ClicktheXintheupperrightcornertoclosethePhysicalDiagram.
13. SelectFile>SaveorclicktheSavebuttononthetoolbartosavetherepository.
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14. ClickNowhenpromptedtocheckglobalconsistency.CheckingGlobalConsistencychecksforerrorsintheentire
repository.SomeofthemorecommonchecksaredoneintheBusinessModelandMappinglayerandPresentation
layer.Sincetheselayersarenotdefinedyet,bypassthischeckuntiltheotherlayersintherepositoryarebuilt.You
learnmoreaboutconsistencychecklaterinthistutorial.
15. LeavetheAdministrationToolandtherepositoryopenforthenexttopic.
Congratulations!Youhavesuccessfullycreatedanewrepository,importedatableschemafromanexternaldata
sourceintothePhysicallayer,createdaliases,anddefinedkeysandjoins.
InthenexttopicyoulearnhowtobuildtheBusinessModelandMappinglayerofarepository.
BuildingtheBusinessModelandMappingLayerofaRepository
InthistopicyouusetheOracleBIAdministrationTooltobuildtheBusinessModelandMappinglayerofarepository.
TheBusinessModelandMappinglayeroftheAdministrationTooldefinesthebusiness,orlogical,modelofthedata
andspecifiesthemappingsbetweenthebusinessmodelandthePhysicallayerschemas.Thislayeriswherethe
physicalschemasaresimplifiedtoformthebasisfortheusersviewofthedata.TheBusinessModelandMapping
layeroftheAdministrationToolcancontainoneormorebusinessmodelobjects.Abusinessmodelobjectcontainsthe
businessmodeldefinitionsandthemappingsfromlogicaltophysicaltablesforthebusinessmodel.
Themainpurposeofthebusinessmodelistocapturehowusersthinkabouttheirbusinessusingtheirownvocabulary.
Thebusinessmodelsimplifiesthephysicalschemaandmapstheusersbusinessvocabularytophysicalsources.Most
ofthevocabularytranslatesintologicalcolumnsinthebusinessmodel.Collectionsoflogicalcolumnsformlogical
tables.Eachlogicalcolumn(andhenceeachlogicaltable)canhaveoneormorephysicalobjectsassources.
Therearetwomaincategoriesoflogicaltables:factanddimension.Logicalfacttablescontainthemeasuresbywhich
anorganizationgaugesitsbusinessoperationsandperformance.Logicaldimensiontablescontainthedatausedto
qualifythefacts.
TobuildtheBusinessModelandMappinglayerofarepository,youperformthefollowingsteps:
CreateaBusinessModel
ExamineLogicalJoins
ExamineLogicalColumns
ExamineLogicalTableSources
RenameLogicalObjectsManually
RenameLogicalObjectsUsingtheRenameWizard
DeleteUnnecessaryLogicalObjects
CreateSimpleMeasures
ExamineLogicalJoins
RenameObjectsUsingtheRenameWizard
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1. RightclickthewhitespaceintheBusinessModelandMappinglayerandselectNewBusinessModeltoopenthe
BusinessModeldialogbox.
2. EnterSampleSalesintheNamefield.LeaveDisabledchecked.
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3. ClickOK.TheSampleSalesbusinessmodelisaddedtotheBusinessModelandMappinglayer.
4. InthePhysicallayer,selectthefollowingfouraliastables:
D1Time
D2Product
D3Customer
F1Revenue
DonotselectD4Addressatthistime.
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5. DragthefouraliastablefromthePhysicallayertotheSampleSalesbusinessmodelintheBusinessModeland
Mappinglayer.ThetablesareaddedtotheSampleSalesbusinessmodel.Noticethatthethreedimensiontables
havethesameicon,whereastheF1Revenuetablehasaniconwitha#sign,indicatingitisafacttable.
ExamineLogicalJoins
1. RightclicktheSampleSalesbusinessmodelandselectBusinessModelDiagram>WholeDiagramtoopenthe
BusinessModelDiagram.
2. Ifnecessary,rearrangetheobjectssothatthejoinrelationshipsarevisible.
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BecauseyoudraggedalltablessimultaneouslyfromthePhysicallayerontothebusinessmodel,thelogicalkeysand
joinsarecreatedautomaticallyinthebusinessmodel.Thisisbecausethekeysandjoinrelationshipswerealready
createdinthePhysicallayer.However,youtypicallydonotdragallphysicaltablessimultaneously,exceptinvery
simplemodels.Laterinthistutorial,youlearnhowtomanuallybuildlogicalkeysandjoinsintheBusinessModeland
Mappinglayer.TheprocessisverysimilartobuildingjoinsinthePhysicallayer.
3. DoubleclickanyoneofthejoinsinthediagramtoopentheLogicalJoindialogbox.Inthisexamplethejoinbetween
D1TimeandF1Revenueisselected.
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Noticethatthereisnojoinexpression.JoinsintheBMMlayerarelogicaljoins.Logicaljoinsexpressthecardinality
relationshipsbetweenlogicaltablesandarearequirementforavalidbusinessmodel.Specifyingthelogicaltable
joinsisrequiredsothatOracleBIServerhasnecessarymetadatatotranslatelogicalrequestsagainstthebusiness
modelintoSQLqueriesagainstthephysicaldatasources.LogicaljoinshelpOracleBIServerunderstandthe
relationshipsbetweenthevariouspiecesofthebusinessmodel.WhenaqueryissenttoOracleBIServer,theserver
determineshowtoconstructphysicalqueriesbyexamininghowthelogicalmodelisstructured.Examininglogical
joinsisanintegralpartofthisprocess.TheAdministrationToolconsidersatabletobealogicalfacttableifitisatthe
manyendofalllogicaljoinsthatconnectittootherlogicaltables.
4.
ClickOKtoclosetheLogicalJoindialogbox.
5.
ClicktheXtoclosetheBusinessModelDiagram.
1. ExpandtheD1Timelogicaltable.Noticethatlogicalcolumnswerecreatedautomaticallyforeachtablewhenyou
draggedthealiastablesfromthePhysicallayertotheBMMlayer.
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1. ExpandtheSourcesfolderfortheD1Timelogicaltable.Noticethereisalogicaltablesource,D1Time.Thislogical
tablesourcemapstotheD1TimealiastableinthePhysicallayer.
2. DoubleclicktheD1Timelogicaltablesource(notthelogicaltable)toopentheLogicalTableSourcedialogbox.
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3. OntheGeneraltab,renametheD1TimelogicaltablesourcetoLTS1Time.Noticethatthelogicaltabletophysical
tablemappingisdefinedinthe"Maptothesetables"section.
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4. OntheColumnMappingtab,noticethatlogicalcolumntophysicalcolumnmappingsaredefined.Ifmappingsare
notvisible,selectShowmappedcolumns.
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5. YoulearnmoreabouttheContentandParentChildSettingstabslaterinthistutorialwhenyoubuildlogical
dimensionhierarchies.ClickOKtoclosetheLogicalTableSourcedialogbox.Ifdesired,explorelogicaltable
sourcesfortheremaininglogicaltables.
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1. ExpandtheD1Timelogicaltable.
2. Clickonthefirstlogicalcolumn,BEG_OF_MONTH_WID,tohighlightit.
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3. ClickonBEG_OF_MONTH_WIDagaintomakeiteditable.
4. RenameBEG_OF_MONTH_WIDtoBegofMthWid.Thisisthemanualmethodforrenamingobjects.Youcanalso
rightclickanobjectandselectRenametomanuallyrenameanobject.
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RenameObjectsUsingtheRenameWizard
1. SelectTools>Utilities>RenameWizard>ExecutetoopentheRenameWizard.
2. IntheSelectObjectsscreen,clickBusinessModelandMappinginthemiddlepane.
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3. ExpandtheSampleSalesbusinessmodel.
4. ExpandtheD1Timelogicaltable.
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5. UseShift+clicktoselectallofthelogicalcolumnsexceptforthecolumnyoualreadyrenamed,BegofMthWid.
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6. ClickAddtoaddthecolumnstotherightpane.
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7. RepeatthestepsforthethreeremaininglogicaltablessothatalllogicalcolumnsfromtheSampleSalesbusiness
modelareaddedtotherightpane.OnlythecolumnsfromF1Revenueareshowninthescreenshot.
8. ClickNexttomovetotheSelectTypesscreen.
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NoticethatLogicalColumnisselected.Ifyouhadselectedotherobjecttypes,suchaslogicaltables,thetypewould
haveappearedhere.
9. ClickNexttoopentheSelectRulesscreen.
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10. IntheSelectRulesscreen,selectAlltextlowercaseandclickAddtoaddtheruletothelowerpane.
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11. AddtheruleChangeeachoccurrenceof'_'intoaspace.
12. AddtheruleFirstletterofeachwordcapital.
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13. ClickNexttoopentheFinishscreen.Verifythatalllogicalcolumnswillbenamedaccordingtotherenamerulesyou
selected.
14. ClickFinish.
15. IntheBusinessModelandMappinglayer,expandthelogicaltablesandconfirmthatalllogicalcolumnshavebeen
renamedasexpected.ThescreenshotshowsonlythecolumnsinD1Time.
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16. InthePhysicallayer,expandthealiastablesandconfirmthatallphysicalcolumnshavenotbeenrenamed.The
pointhereisyoucanchangeobjectnamesintheBMMlayerwithoutimpactingobjectnamesinthePhysicallayer.
Whenlogicalobjectsarerenamed,therelationshipsbetweenlogicalobjectsandphysicalobjectsaremaintainedby
thelogicalcolumntophysicalcolumnmappings.
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1. IntheBMMlayer,expandSampleSales>F1Revenue.
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2. UseCtrl+ClicktoselectallF1RevenuelogicalcolumnsexceptforRevenueandUnits.
3. RightclickanyoneofthehighlightedlogicalcolumnsandselectDelete.AlternativelyyoucanselectEdit>Deleteor
presstheDeletekeyonyourkeyboard.
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4. ClickYestoconfirmthedelete.
5. ConfirmthatF1RevenuecontainsonlytheRevenueandUnitscolumns.
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1. DoubleclicktheRevenuelogicalcolumntoopentheLogicalColumndialogbox.
2. ClicktheAggregationtab.
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3. ChangethedefaultaggregationruletoSum.
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4. ClickOKtoclosetheLogicalColumndialogbox.NoticethattheiconhaschangedfortheRevenuelogicalcolumn
indicatingthatanaggregationrulehasbeenapplied.
5. RepeatthestepstodefinetheSUMaggregationrulefortheUnitslogicalcolumn.
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Measuresaretypicallydatathatisadditive,suchastotaldollarsortotalquantities.TheF1Revenuelogicalfacttable
containsthemeasuresinyourbusinessmodel.Youaggregatedtwologicalcolumnsbysummingthecolumndata.
6. Savetherepositorywithoutcheckingglobalconsistency.
Congratulations!YouhavesuccessfullybuiltabusinessmodelintheBusinessModelandMappinglayerofa
repositoryandcreatedbusinessmeasures.
BuildingthePresentationLayerofaRepository
YouhavecreatedtheinitialSampleSalesbusinessmodelintherepository.YounowcreatethePresentationlayerof
therepository.ThePresentationlayerexposesthebusinessmodelobjectsinOracleBIuserinterfacessothatusers
canbuildanalysesanddashboardstoanalyzetheirdata.
TobuildthePresentationlayeryouperformthefollowingsteps:
CreateaSubjectArea
CreatePresentationTables
CreatePresentationColumns
RenamePresentationColumns
ReorderPresentationColumns
CreateaSubjectArea
CreateaSubjectArea
1. RightclickthewhitespaceinthePresentationlayerandselectNewSubjectAreatoopentheSubjectAreadialog
box.
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2. OntheGeneraltab,enterSampleSalesasthenameofthesubjectarea.
3. ClickOKtoclosetheSubjectAreadialogbox.TheSampleSalessubjectareaisaddedtothePresentationlayer.
1. RightclicktheSampleSalessubjectareaandselectNewPresentationTabletoopenthePresentationTable
dialogbox.
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2. OntheGeneraltab,enterTimeasthenameofthepresentationtable.
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3. ClickOKtoclosethePresentationTabledialogbox.TheTimepresentationtableisaddedtotheSampleSales
subjectarea.
4. Repeattheprocessandaddthreemorepresentationtables:Products,Customers,andBaseFacts.
PleasenotethatyouareusingthemanualmethodforcreatingPresentationlayerobjects.Forsimplemodelsitis
alsopossibletodragobjectsfromtheBMMlayertothePresentationlayertocreatethePresentationlayerobjects.
WhenyoucreatepresentationobjectsbydraggingfromtheBMMlayer,thebusinessmodelbecomesasubjectarea,
thelogicaltablesbecomepresentationtables,andthelogicalcolumnsbecomepresentationcolumns.Notethatall
objectswithinasubjectareamustderivefromasinglebusinessmodel.
1. IntheBMMlayer,expandtheD1Timelogicaltable.
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2. UseCtrl+Clicktoselectthefollowinglogicalcolumns:
CalendarDate
PerNameHalf
PerNameMonth
PerNameQtr
PerNameWeek
PerNameYear.
3. DragtheselectedlogicalcolumnstotheTimepresentationtableinthePresentationlayer.
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4. Repeattheprocessandaddthefollowinglogicalcolumnstotheremainingpresentationtables:
Products:DragBrand,Lob,ProdDsc,TypefromD2Product.
Customers:DragCustKey,NamefromD3Customer.
BaseFacts:DragRevenue,UnitsfromF1Revenue.
1. InthePresentationlayer,expandtheProductspresentationtable.
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2. DoubleclicktheLobpresentationcolumntoopenthePresentationColumndialogbox.OntheGeneraltabnotice
that"UseLogicalColumnName"isselected.Whenyoudragalogicalcolumntoapresentationtable,theresulting
presentationcolumninheritsthelogicalcolumnnamebydefault.InthisexampletheLobpresentationcolumn
inheritsthenameofthelogicalcolumn"SampleSales"."D2Product"."Lob".
3. DeselectUseLogicalColumnName.TheNamefieldisnoweditable.
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4. EnterLineofBusinessintheNamefield.
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5. ClickOKtoclosethePresentationColumndialogbox.Noticethatthepresentationcolumnnameisnowchangedto
LineofBusinessinthePresentationlayer.
6. IntheBMMlayer,expandD2Product.NoticethattheLoblogicalcolumnnameisnotchanged.Thepointhereis
youcanchangeobjectnamesinthePresentationlayerwithoutimpactingobjectnamesintheBMMorPhysical
layers.
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7. IntheBMMlayer,renametheProdDsclogicalcolumntoProduct.Noticethatthenamechangeisinheritedbythe
correspondingpresentationcolumn.
8. MakethefollowingnamechangestologicalobjectsintheBMMlayersothatthenamesofthecorresponding
presentationcolumnsarealsochanged:
FortheD3Customerlogicaltable:
ChangeCustKeytoCustomerNumber.
ChangeNametoCustomerName.
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9. Confirmthatthecorrespondingpresentationcolumnnamesarechanged.
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1. InthePresentationlayer,doubleclicktheTimepresentationtabletoopenthePresentationTabledialogbox.
2. ClicktheColumnstab.
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3. Selectcolumnsandusetheupanddownarrows,ordragthecolumns.torearrangethepresentationcolumnsinto
thefollowingorderfromtoptobottom:
PerNameYear
PerNameHalf
PerNameQtr
PerNameMonth
PerNameWeek
CalendarDate
4. ClickOKtoclosethePresentationTabledialogboxandconfirmthatthepresentationcolumnorderischangedinthe
Presentationlayer.
5. RepeatthestepstoreorderthecolumnsintheProductspresentationtable:
Brand
LineofBusiness
Type
Product
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6. Savetherepositorywithoutcheckingglobalconsistency.
Congratulations!YouhavesuccessfullybuiltthePresentationlayerofarepository.
TestingandValidatingaRepository
Youhavefinishedbuildinganinitialbusinessmodelandnowneedtotestandvalidatetherepositorybeforecontinuing.
Youbeginbycheckingtherepositoryforerrorsusingtheconsistencycheckingoption.Nextyouloadtherepositoryinto
OracleBIServermemory.YouthentesttherepositorybyrunninganOracleBIanalysisandverifyingtheresults.Finally,
youexaminethequerylogfiletoobservetheSQLgeneratedbyOracleBIServer.
Totestandvalidatearepositoryyouperformthefollowingsteps:
CheckConsistency
DisableCaching
LoadtheRepository
SetUpQueryLogging
CreateandRunandAnalysis
ChecktheQueryLog
CheckConsistency
DisableCaching
LoadtheRepository
SetUpQueryLogging
CreateandRunanAnalysis
ChecktheQueryLog
CheckConsistency
1. SelectFile>CheckGlobalConsistency.
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2. YoushouldreceivethemessageBusinessmodel"SampleSales"isconsistent.Doyouwanttomarkitas
availableforqueries?
3. ClickYes.Youshouldreceivethemessage:Consistencycheckdidn'tfindanyerrors,warningsorbestpractice
violations.
Ifyoudonotreceivethismessage,youmustfixanyconsistencycheckerrorsorwarningsbeforeproceeding.
4. ClickOK.NoticethattheSampleSalesbusinessmodeliconintheBMMlayerisnowgreen,indicatingitisavailable
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forqueries.
5. Savetherepositorywithoutcheckingglobalconsistencyagain.
6. SelectFile>Closetoclosetherepository.LeavetheAdministrationToolopen.
DisableCaching
1. OpenabrowserandenterthefollowingURLtonavigatetoEnterpriseManagerFusionMiddlewareControl:
http://<machinename>:7001/em
InthistutorialtheURLishttp://localhost:7001/em
2. Loginasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpasswordprovidedduringthe
OracleBIinstallation.Inthisexampletheusernameisweblogic.
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3. Intheleftnavigationpane,expandBusinessIntelligenceandclickcoreapplication.
4. ClicktheCapacityManagementtab.
5. ClickthePerformancesubtab.
6. LocatetheEnableBIServerCachesection.Cacheisenabledbydefault.
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7. ClickLockandEditConfiguration.
8. ClickClosewhenyoureceivetheconfirmationmessage"LockandEditConfigurationCompletedSuccessfully."
9. DeselectCacheenabled.Cachingistypicallynotusedduringdevelopment.Disablingcacheimprovesquery
performance.
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10. ClickApply.
11. ClickActivateChanges.
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12. ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.
13. DonotclickRestarttoapplyrecentchangesyet.Youdothatafteruploadingtherepositoryinthenextsetofsteps.
LoadtheRepository
1. ClicktheDeploymenttab.
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2. ClicktheRepositorysubtab.
4. ClickClosewhenyoureceivetheconfirmationmessage"LockandEditConfigurationCompletedSuccessfully."
5. Inthe"UploadBIServerRepository"section,clickBrowsetoopentheChoosefiledialogbox.
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6. Bydefault,theChoosefiledialogboxshouldopentotherepositorydirectory.Ifnot,navigatetotherepository
directorywiththeBISAMPLErepository.
7. SelecttheBISAMPLE.rpdfileandclickOpen.
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8. EnterBISAMPLE1astherepositorypasswordandconfirmthepassword.
9. ClickApply.
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10. IntheBIServerRepositorysection,confirmthattheDefaultRPDisnowBISAMPLEwithanextension.Inthis
examplethefilenameisBISAMPLE_BI0025.
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13. ClickRestarttoapplyrecentchangestonavigatetotheOverviewpage.
14. OntheOverviewpage,clickRestart.
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15. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartallBIcomponents?
16. AllowtheRestartAllprocessingtocomplete.Thismaytakeafewmoments.
17. ClickClosewhenyoureceivetheconfirmationmessageRestartAllCompletedSuccessfully.
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18. ConfirmthatSystemComponentsare100%andthatfivecomponentsareup.LeaveFusionMiddlewareControl
open.
SetUpQueryLogging
1. ReturntotheAdministrationTool,whichshouldstillbeopen.
2. SelectFile>Open>Onlinetoopentherepositoryinonlinemode.Youuseonlinemodetoviewandmodifya
repositorywhileitisloadedintotheOracleBIServer.TheOracleBIServermustberunningtoopenarepositoryin
onlinemode.
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3. EnterBISAMPLE1astherepositorypasswordandenteryouradministrativeusernameandpassword.
4. ClickOpentoopentherepositoryinonlinemode.
5. SelectManage>IdentitytoopenIdentityManager.
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6. Intheleftpane,selectBIRepository.
7. SelectAction>SetOnlineUserFilter.
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8. EnteranasteriskandclickOKtofetchusersfromtheidentitystore.
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9. Intherightpane,doubleclickyouradministrativeusertoopentheUserdialogbox.Inthisexamplethe
administrativeuserisweblogic.
10. IntheUserdialogbox,ontheUsertab,setLogginglevelto2.
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11. ClickOKtoopentheCheckOutObjectsdialogbox.
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12. IntheCheckOutObjectsdialogbox,clickCheckOut.Whenyouareworkinginarepositoryopeninonlinemode,
youarepromptedtocheckoutobjectswhenyouattempttoperformvariousoperations.
13. SelectAction>ClosetocloseIdentityManager.
14. SelectFile>CheckInChanges.Alternatively,youcanclicktheCheckInChangesicononthetoolbar.
15. Savetherepository.Thereisnoneedtocheckconsistency.
16. SelectFile>CopyAstosaveacopyoftheonlinerepositorywiththesecuritychanges.
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17. IntheSaveCopyAsdialogbox,savethefileasBISAMPLE.rpd,replacingtheexistingBISAMPLErepository.
18. ClickYeswhenaskedifyouwanttoreplacetheexistingBISAMPLErepository.ThiswillcreateanewBISAMPLE
repositorywithqueryloggingsetfortheweblogicuser.
19. SelectFile>Closetoclosetherepository.
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20. ClickOKwhenyoureceivethefollowingmessage:
"Inorderforyouronlinechangestotakeeffect,youwillhavetomanuallyrestarteachnonmasterOracleBIServer
instanceinthecluster."
21. LeavetheAdministrationToolopen.
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1. OpenabrowseroranewbrowsertabandenterthefollowingURLtonavigatetoOracleBusinessIntelligence:
http://<machinename>:7001/analytics
InthistutorialtheURLishttp://localhost:7001/analytics
2. Signinasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpasswordprovidedduringthe
OracleBIinstallation.Inthisexampletheusernameisweblogic.Ifyouneedhelpidentifyingausernameand
password,contactyourcompany'sOracleBIAdministrator.
3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.
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4. SelecttheSampleSalessubjectarea.
5. Intheleftnavigationpane,expandthefoldersintheSampleSalessubjectareaandconfirmthattheuserinterface
matchesthepresentationlayeroftherepository.
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6. DoubleclickthefollowingcolumnnamesintheSubjectAreaspanetoaddthemtotheanalysis:
Time.PerNameYear
Products.Type
BaseFacts.Revenue
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7. ClickResults.
8. Theanalysisresultsaredisplayedinacompoundlayout,whichincludesaTitleviewandaTableview.
9. Usethebuttonsatthebottomofthecompoundlayouttoviewadditionalrows.
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ChecktheQueryLog
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.Ifnot,enterhttp://localhost:7001/eminabrowser
andsigninasyouradministrativeuser.
2. ClicktheDiagnosticstab.
3. ClicktheLogMessagessubtab.
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4. ScrolltothebottomofthewindowtotheView/SearchLogFilessection.
5. ClickServerLogtonavigatetotheLogMessagesscreen.
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6. IntheLogMessagesscreen,leavethedatarangesettoMostRecent,1Days.Deselectallmessagetypesexcept
forTrace.
7. IntheMessagefield,entersendingquerytodatabase.
8. ClickSearch.
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9. Thereshouldbeonlyonemessageatthispoint,butiftherearemorethanone,selectthelastmessageinthelist.
Thisisthemostrecentquerysenttothedatabase.
10. Inthebottompane,clicktheCollapsePanebutton(arrowontherightside)toviewthelogmessage.Yourresults
shouldlooksimilartothescreenshot.
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11. ClicktheRestorePanebutton.Throughoutthistutorial,youreturntothisviewtocheckthequerylog.
12. LeaveFusionMiddlewareControlopen.
ManagingLogicalTableSources
InthissetofstepsyoucreatemultiplelogicaltablesourcesfortheD3Customerlogicaltable.Tocreatemultiplelogical
tablesourcesyouperformthefollowingsteps:
OpentheRepositoryinOfflineMode
AddaNewLogicalTableSource
CreatePresentationLayerObjects
LoadtheRepository
ChecktheQueryLog
LoadtheRepository
ChecktheQueryLog
1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusiness
Intelligence>BIAdministration.
2. OpentheBISAMPLErepositoryinofflinemodewithrepositorypasswordisBISAMPLE1.Recallthatearlierinthis
tutorialyoucreatedacopyoftheonlinerepositoryandsaveditasBISAMPLE.rpd.
3. SelectManage>IdentitytoopenIdentityManager.
4. SelectBIRepositoryintheleftpane.
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5. Recallthatearlierinthistutorialyoucreatedacopyoftheonlinerepositorywithloggingleveldefinedforthe
administrativeuser.Confirmthatyouradministrativeuserisvisibleintherightpane.Inthisexamplethe
administrativeuserisweblogic.
6. DoubleclicktheadministrativeusertoopentheUserdialogbox.OntheUsertab,confirmthatlogginglevelissetto
2.
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7. ClickCanceltoclosetheUserdialogbox.
8. SelectAction>ClosetocloseIdentityManager.TheofflineBISAMPLErepositorynowhasauserwithalogging
levelsetto2.Thiswillallowyoutocheckthequerylogasyoucompletetheremainingexercisesinthistutorial.You
willnothavetorepeatthestepsofcopyinganonlinerepository.
1. IntheBMMlayer,expandSampleSales>D3Customer>Sources.NoticethattheD3Customerlogicaltablehas
onelogicaltablesourcenamedD3Customer.
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2. RenametheD3Customerlogicaltablesource(notthelogicaltable)toLTS1Customer.
3. DoubleclickLTS1CustomertoopentheLogicalTableSourcedialogbox.
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4. ClicktheColumnMappingtabandnoticethatalllogicalcolumnsmaptophysicalcolumnsinthesamephysical
table:D3Customer.ItmaybenecessarytoscrolltotherighttoseethePhysicalTablecolumn.Makesure"Show
mappedcolumns"isselected.
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5. ClickOKtoclosetheLogicalTableSourcedialogbox.
6. InthePhysicallayer,expandorcl>BISAMPLE.
7. DragD4AddressfromthePhysicallayertotheD3CustomerlogicaltableintheBMMlayer.Noticethiscreatesa
newlogicaltablesourcenamedD4AddressfortheD3Customerlogicaltable.Italsocreatesnewlogicalcolumns
thatmaptotheD4Addressphysicaltable.
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8. IntheBMMlayer,doubleclickthenewD4AddresslogicaltablesourcetoopentheLogicalTableSourcedialogbox.
9. OntheGeneraltab,enterLTS2CustomerAddressintheNamefield.
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10. ClicktheColumnMappingtabandnoticethatalllogicalcolumnsmaptophysicalcolumnsinthesamephysical
table:D4Address.Ifnecessary,selectShowmappedcolumnsanddeselectShowunmappedcolumns.
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12. ConfirmthattheD3Customerlogicaltablenowhastwologicaltablesources:LTS1CustomerandLTS2
CustomerAddress.Asinglelogicaltablenowmapstotwophysicalsources.
13. RightclickthenewADDRESS_KEYcolumnandselectDelete.Thisisaduplicatecolumnandisnotneeded.
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14. ClickYestoconfirmthedelete.
15. UsetheRenameWizardoramanualrenamingtechniquetorenamethenewaddresslogicalcolumns(with
uppercaseletters)inD3Customer.Yourresultsshouldlooksimilartothescreenshot.Hint:TousetheRename
Wizard,selectallofthenewlogicalcolumns,thenrightclickanyoneofthehighlightedcolumnsandselectRename
Wizardtolaunchthewizard.IfyouneedhelpusingtheRenameWizard,refertothesestepsfromearlierinthis
tutorial.
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16. Renametheremaininglogicaltablesourcesaccordingtothefollowingtable.Recallthatlogicaltablesourcesare
locatedintheSourcesfolderforalogicaltable.Forexample:D2Product>Sources.
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LogicalTableSource
Rename
D2Product
LTS1Product
F1Revenue
LTS1Revenue
Yourresultsshouldlooksimilartothescreenshot.
1. InthePresentationlayer,rightclicktheSampleSalessubjectareaandselectNewPresentationTabletoopenthe
PresentationTabledialogbox.
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2. OntheGeneraltab,enterCustomerRegionsintheNamefield.
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3. ClickOKtoclosethePresentationTabledialogbox.ConfirmthattheCustomerRegionspresentationtableisadded
totheSampleSalessubjectareainthePresentationlayer.
4. IntheBMMlayer,expandSampleSales>D3Customer.
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5. DragthefollowinglogicalcolumnsfromD3CustomertoCustomerRegionsinthePresentationlayer:
Address1
Address2
Area
City
CountryName
EstabName
PostalCode
Region
StateProvince
StateProvinceAbbrv
Yourcolumnnamesmaybeslightlydifferentdependingonhowyourenamedthem.
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6. ReordertheCustomerRegionspresentationcolumnsinthefollowingorder,fromtoptobottom:
Region
Area
CountryName
StateProvince
StateProvinceAbbrv
City
PostalCode
Address1
Address2
EstabName
7. DoubleclicktheSampleSalessubjectareainthePresentationlayertoopentheSubjectAreadialogbox.
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8. ClickthePresentationTablestab.
9. ReorderthepresentationtablessothatCustomerRegionsappearsafterCustomers.
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10. ClickOKtoclosetheSubjectAreadialogbox.Confirmthatthepresentationtablesappearintheexpectedorder.
Younowhavetwopresentationtables,CustomersandCustomerRegions,mappedtothesamelogicaltable,D3
Customer.TheD3Customerlogicaltableismappedtotwophysicalsources:D3CustomerandD4Address.
11. Savetherepositoryandcheckglobalconsistencywhenprompted.Youshouldreceiveamessagethatthereareno
errors,warnings,orbestpracticeviolationstoreport.
Ifyoudoreceiveanyconsistencycheckerrorsorwarnings,fixthembeforeproceeding.
12. ClickOKtoclosetheconsistencycheckmessage.
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13. Closetherepository.LeavetheAdministrationToolopen.
LoadtheRepository
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.Ifnot,openabrowserandenterthefollowingURL
tonavigatetoFusionMiddlewareControl:
http://<machinename>/:7001/em
2. Ifyoursessionhastimedout,youwillneedtologinagain.Loginasanadministrativeuser.Typicallyyouusethe
administrativeusernameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameis
weblogic.
3. Intheleftnavigationpane,expandBusinessIntelligenceandclickcoreapplication.
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7. ClickClosewhenyoureceivetheconfirmationmessageLockandEditConfigurationCompletedSuccessfully.
8. ClickBrowseandnavigatetothedirectorywiththeBISAMPLErepository.
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11. ClickApply.
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12. ConfirmthatthedefaultRPDisnowBISAMPLEwithanextension.Inthisexamplethefilenameis
BISAMPLE_BI0025.
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18. Allowtheprocessingtocomplete.
19. ClickClosewhenyoureceivethemessageRestartAllCompletedSuccessfully.
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1. ReturntoOracleBI,whichshouldstillbeopen.Ifnot,openabrowserorbrowsertabandenterthefollowingURLto
navigatetoOracleBusinessIntelligence:
http://<machinename>/:7001/analytics
InthistutorialtheURLishttp://localhost:7001/analytics.
2. Ifyourprevioussessionhastimedout,signinasanadministrativeuser.Typicallyyouusetheadministrativeuser
nameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.
3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.
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5. Intheleftnavigationpane,expandthefoldersandconfirmthattheCustomerRegionsfolderandcorresponding
columnsappear.
6. CreatethefollowinganalysisbydoubleclickingcolumnnamesintheSubjectAreaspane:
CustomerRegions.Region
Customers.CustomerName
Products.Type
BaseFacts.Revenue
7. ClickResultstoviewtheanalysisresults.Usethebuttonsatthebottomoftheresultsscreentoseemorerows.
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ChecktheQueryLog
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.
2. ClicktheDiagnosticstab.
3. ClicktheLogMessagessubtab.
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4. ScrolltothebottomofthewindowtotheView/SearchLogFilessection.
5. ClickServerLogtonavigatetotheLogMessagesscreen.
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6. IntheLogMessagesscreen,leavethedatarangesettoMostRecent,1Days.Deselectallmessagetypesexcept
forTrace.
7. IntheMessagefield,entersendingquerytodatabase.
8. ClickSearch.
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9. Selectthelastmessageinthelist.Thisisthemostrecentquerysenttothedatabase.
10. Inthebottompane,clicktheCollapsePanebutton(arrowontherightside)toviewthelogmessage.Yourresults
shouldlooksimilartothescreenshot.Thescreenshotshowsonlyapartialviewofthelog.
NoticethatbothD3CustomerandD4Addressareaccessed.Thepresentationcolumnsincludedintheanalysis
wereselectedfromtwodifferentpresentationtables:CustomersandCustomerRegions.Bothofthesepresentation
tablesmaptothesamelogicaltable,D3Customer.TheD3Customerlogicaltablemapstotwophysicalsources:D3
CustomerandD4Address.
11. ClicktheRestorePanebutton.
12. LeaveEnterpriseManageropen.
CreatingCalculationMeasures
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Inthissetofstepsyouuseexistingmeasurestocreatedaderivedcalculationmeasure.Tocreateaderivedcalculation
measureyouperformthefollowingsteps:
CreateaCalculationMeasureDerivedfromExistingColumns
CreateaCalculationMeasureUsingaFunction
LoadtheRepository
ChecktheQueryLog
LoadtheRepository
ChecktheQueryLog
2. SelectFile>Open>Offline.
3. SelectBISAMPLE.rpdandclickOpen.DonotselectanyBISAMPLErepositorywithanextension,forexample,
BISAMPLE_BI0025.rpd.RecallthatthesearetherepositoriesthathavebeenloadedintoOracleBIServermemory.
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4. EnterBISAMPLE1astherepositorypasswordandclickOKtoopentherepository.
1. IntheBMMlayer,expandSampleSales>F1Revenue.
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2. RightclickF1RevenueandselectNewObject>LogicalColumntoopentheLogicalColumndialogbox.
3. OntheGeneraltab,enterActualUnitPriceintheNamefield.
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4. ClicktheColumnSourcetab.
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5. SelectDerivedfromexistingcolumnsusinganexpression.
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6. ClicktheEditExpressionbuttontoopenExpressionBuilder.
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7. IntheleftpaneselectLogicalTables>F1Revenue>Revenue.
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8. ClicktheInsertselecteditembuttontomovetheRevenuecolumntotherightpane.
9. Clickthedivisionoperatortoaddittotheexpression.
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10. IntheleftpaneselectLogicalTables>F1RevenueandthendoubleclickUnitstoaddittotheexpression.
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11. ClickOKtocloseExpressionBuilder.NoticethattheformulaisaddedtotheLogicalColumndialogbox.
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12. ClickOKtoclosetheLogicalColumndialogbox.TheActualUnitPricecalculatedmeasureisaddedtothe
businessmodel.
13. DragActualUnitPricefromtheBMMlayertotheBaseFactspresentationtableinthePresentationlayer.
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14. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.
1. IntheBMMlayer,rightclickF1RevenueandselectNewObject>LogicalColumntoopentheLogicalColumn
dialogbox.
2. OntheGeneraltab,enterRevenueRankintheNamefield.
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5. ClicktheEditExpressionbuttontoopenExpressionBuilder.
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6. IntheleftpaneselectFunctions>Displayfunctions>Rank.
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7. ClicktheInsertselecteditembuttontomovetheRankfunctiontotherightpane.
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8. Click<<numExpr>>intheexpression.
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9. IntheleftpaneselectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.
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10. ClickOKtocloseExpressionBuilder.NoticethattheformulaisaddedtotheLogicalColumndialogbox.
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11. ClickOKtoclosetheLogicalColumndialogbox.TheRevenueRankcalculatedmeasureisaddedtothebusiness
model.
12. DragRevenueRankfromtheBMMlayertotheBaseFactspresentationtableinthePresentationlayer.
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14. Closetherepository.LeavetheAdminToolopen.
LoadtheRepository
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.Ifnot,openabrowserandenterthefollowingURL
tonavigatetoFusionMiddlewareControlEnterpriseManager:
http://<machinename>/:7001/em
2. Ifnecessary,loginasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpasswordprovided
duringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.
3. Intheleftnavigationpane,expandBusinessIntelligenceandclickoncoreapplication.
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7. ClickClosewhenyoureceivetheconfirmationmessageLockandEditConfigurationCompletedSuccessfully.
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8. ClickBrowseandnavigatetothedirectorywiththeBISAMPLErepository.
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11. ClickApply.
12. ConfirmthatthedefaultRPDisnowBISAMPLEwithanextension.Inthisexamplethefilenameis
BISAMPLE_BI0025.
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18. Allowtheprocessingtocomplete.
19. ClickClosewhenyoureceivethemessageRestartAllCompletedSuccessfully.
1. ReturntoOracleBI,whichshouldstillbeopen.Ifnot,openabrowserorbrowsertabandenterthefollowingURLto
navigatetoOracleBusinessIntelligence:
http://<machinename>/:7001/analytics
InthistutorialtheURLishttp://localhost:7001/analytics.
2. Ifnecessary,loginasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpasswordprovided
duringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.
3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.Hint:Ifyoursession
hasnottimedout,youcancreateanewanalysisbyselectingNew>Analysis.
5. Intheleftnavigationpane,expandtheBaseFactsfolderandconfirmthattheActualUnitPriceandRevenue
Rankcolumnsarevisible.
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6. CreatethefollowinganalysisbydoubleclickingcolumnnamesintheSubjectAreaspane:
Products.Product
BaseFacts.Revenue
BaseFacts.RevenueRank
BaseFacts.Units
BaseFacts.ActualUnitPrice
7. SortRevenueRankinascendingorder.
8. ClickResultstoviewtheanalysisresults.
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PleasenotethattheActualUnitPricecalculationiscorrect,althoughitdoesnotmakesensefromabusiness
perspective.Forexample,theunitpriceforanLCDHDTelevisionwouldnotbe9dollars.Thisisaresultofthe
underlyingsampledata.
ChecktheQueryLog
1. Inthissetofstepsyouuseanothermethodtocheckthequerylog.ClicktheAdministrationlinkintheupperright.
1. ClickOKwhenyouareasked"areyousureyouwanttonavigateawayfromthispage?"
1. OntheAdministrationpage,underSessionManagement,selectManageSessions.
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1. IntheCursorCachesection,locateyourqueryandselectViewLog.
2. Yourlogentryshouldlooksimilartothescreenshot.
NotethatthedivisionofRevenuebyUnitsiscalculatedintheouterqueryblock(D1.c2/nullif(D1.c1,0)asc3inthis
example).BecauseyoudefinedtheActualUnitPricecalculationusinglogicalcolumns,theSUMaggregationruleis
appliedtotheRevenueandUnitscolumnsfirstandthenthedivisioniscalculated.
3. ClickthebrowserbackbuttontoreturntotheAdministrationscreen.
4. SignoutofOracleBI.
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CreatingLogicalDimensionswithLevelBasedHierarchies
Inthissetofstepsyouaddlogicaldimensionhierarchiestothebusinessmodel.Alogicaldimensionrepresentsa
hierarchicalorganizationoflogicalcolumnsbelongingtoasinglelogicaldimensiontable.Logicaldimensionscanexist
intheBusinessModelandMappinglayerandinthePresentationLayer.AddinglogicaldimensionstothePresentation
layerexposesthemtousers,whichenablesuserstocreatehierarchybasedqueries.Youimplementfourlogical
dimensionsforABC:Time,Product,Office,andCustomer.Creatinglogicaldimensionswithhierarchiesallowsyouto
buildlevelbasedmeasures,defineaggregationrulesthatvarybydimension,providedrilldownonchartsandtablesin
analysesanddashboards,anddefinethecontentofaggregatesources.Tocreatelogicaldimensionswithlevelbased
hierarchies,youperformthefollowingsteps:
CreateaLogicalDimensionforProduct
CreateLogicalLevels
AssociateLogicalColumnswithLogicalLevels
SetLogicalLevelKeys
CreateaLogicalDimensionforTime
AssociateTimeLogicalColumnswithLogicalLevels
CreateaLogicalDimensionforCustomer
SetAggregationContentforLogicalTableSources
TestYourWork
CreateLogicalLevels
SetLogicalLevelKeys
TestYourWork
1. IntheBMMlayer,rightclicktheSampleSalesbusinessmodelandselectNewObject>LogicalDimension>
DimensionwithLevelBasedHierarchytoopentheLogicalDimensiondialogbox.
2. NamethelogicaldimensionH2Product.
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3. ClickOK.ThelogicaldimensionisaddedtotheSampleSalesbusinessmodel.
CreateLogicalLevels
1. RightclickH2ProductandselectNewObject>LogicalLevel.
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2. NamethelogicallevelProductTotal.
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3. Becausethislevelrepresentsthegrandtotalforproducts,selecttheGrandtotallevelcheckbox.Notethatwhen
youdothis,theSupportsrolluptohigherlevelofaggregationfieldisgrayedoutandprotected.
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4. ClickOKtoclosetheLogicalLeveldialogbox.TheProductTotallevelisaddedtotheH2Productlogical
dimension.
5. RightclickProductTotalandselectNewObject>ChildLeveltoopentheLogicalLeveldialogbox.
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6. NamethelogicallevelProductBrand.
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7. ClickOKtoclosetheLogicalLeveldialogbox.TheProductBrandlevelisaddedtothelogicaldimension.
8. Repeatthestepstoaddthefollowingchildlevels:
ProductLOBasachildofProductBrand
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ProductTypeasachildofProductLOB
ProductDetailasachildofProductType
Usethescreenshotasaguide:
1. ExpandtheD2Productlogicaltable.
2. DragtheBrandcolumnfromD2ProducttotheProductBrandlevelinH2Product.
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3. ContinuedragginglogicalcolumnsfromtheD2ProductlogicaltabletotheircorrespondinglevelsintheH2Product
logicaldimension:
LogicalColumn
LogicalLevel
Lob
ProductLOB
Type
ProductType
Product
ProductDetail
ProdKey
ProductDetail
Yourresultsshouldlooksimilartothescreenshot:
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SetLogicalLevelKeys
1. DoubleclicktheProductBrandlogicalleveltoopentheLogicalLeveldialogbox.OntheGeneraltab,noticethat
theProductLOBchildlevelisdisplayed.
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2. ClicktheKeystab.
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3. EnterBrandforKeyName.
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4. IntheColumnsfield,usethedropdownlisttoselectD2Product.Brand.
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5. CheckUseforDisplay.Whenthisisselected,userscandrilldowntothiscolumnfromahigherlevel.
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6. SetBrandasthePrimarykey.
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7. ClickOKtoclosetheLogicalLeveldialogbox.TheiconchangesforBrandtoshowthatitisthekeyfortheProduct
Brandlevel.
8. Useadifferenttechniquetocreatealogicallevelkey:RightclickLobfortheProductLOBlevelandselectNew
LogicalLevelKeytoopentheLogicalLevelKeydialogbox.
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9. IntheLogicalLevelKeydialogbox,acceptthedefaultsandclickOK.
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10. TheiconchangesforLobtoshowthatitisthekeyfortheProductLOBlevel.
11. UseeithermethodtosettheremainingkeysfortheH2Productlogicaldimension:
LogicalLevel LogicalLevelKey UseforDisplay
ProductType
Type
Yes
ProductDetail Product
Yes
ProductDetail ProdKey
No
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PleasenotethattheDetaillevel(lowestlevelofthehierarchy)musthavethecolumnthatisthelogicalkeyofthe
dimensiontableassociatedwithitanditmustbethekeyforthatlevel:ProdKeyinthisexample.
12. SetProdKeyastheprimarykeyfortheProductDetaillevel.Hint:DoubleclickthelevelandselecttheKeystab.
1. UseadifferenttechniquetocreatealogicaldimensionforTime.RightclicktheD1Timelogicaltableandselect
CreateLogicalDimension>DimensionwithLevelBasedHierarchy.
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2. Anewlogicaldimension,D1TimeDiminthisexample,isautomaticallyaddedtothebusinessmodel.
3. RenameD1TimeDimtoH1Time.
4. ExpandH1Time.Noticethattwolevelwerecreatedautomatically:D1TimeTotalandD1TimeDetail.D1Time
DetailispopulatedwithallofthecolumnsfromtheD1Timelogicaltable.
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5. RenameD1TimeTotaltoTimeTotal,andrenameD1TimeDetailtoTimeDetail.
6. RightclickTimeDetailandselectNewObject>ParentLeveltoopentheLogicalLeveldialogbox.
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7. OntheGeneraltab,namethelogicallevelWeek,andcheckSupportsrolluptohigherlevelofaggregation.
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8. ClickOKtoclosetheLogicalLeveldialogbox.TheWeeklevelisaddedtotheH1Timelogicaldimension.
9. Repeatthestepstoaddtheremaininglogicallevels:
MonthasaparentofWeek
QuarterasaparentofMonth
HalfasaparentofQuarter
YearasaparentofHalf
Yourfinalresultsshouldlooksimilartothescreenshot:
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1. Useadifferenttechniquetoassociatelogicalcolumnswithlogicallevels.DragthelogicalcolumnsfromtheTime
Detaillogicallevel(notfromtheD1Timelogicaltable)totheircorrespondinglevelsintheH1Timelogicaldimension.
Thisisaconvenienttechniquewhenlogicalcolumnsareburieddeepinthebusinessmodel.
LogicalColumn
LogicalLevel
PerNameYear
Year
PerNameHalf
Half
PerNameQtr
Quarter
PerNameMonth
Month
PerNameWeek
Week
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2. DeleteallremainingcolumnsfromtheTimeDetaillevelexceptforCalendarDatesothatonlyCalendarDateis
associatedwiththeTimeDetaillevel.Noticethatdeletingobjectsfromthehierarchydoesnotdeletethemfromthe
logicaltableinthebusinessmodel.
3. SetthelogicalkeysfortheH1Timelogicaldimensionaccordingtothefollowingtable:
LogicalLevel
LevelKey
UseforDisplay
Year
PerNameYear
Yes
Half
PerNameHalf
Yes
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Quarter
PerNameQtr
Yes
Month
PerNameMonth
Yes
Week
PerNameWeek
Yes
TimeDetail
CalendarDate
Yes
1. UseeithertechniquetocreatealogicaldimensionwithalevelbasedhierarchynamedH3CustomerfortheD3
Customerlogicaltablewiththefollowinglevels,columns,andkeys.Hint:Createthelevelsfirst,thendoubleclicka
logicalcolumntoopentheLogicalColumndialogboxandusetheLevelstabtoassociatethelogicalcolumnwitha
logicallevel.
Level
Column
Key
UseforDisplay
CustomerTotal
<none>
<none>
<none>
CustomerRegion
Region
Region
Yes
CustomerArea
Area
Area
Yes
CustomerCountry
CountryName
CountryName
Yes
CustomerState
StateProvince
StateProvince
Yes
CustomerCity
City
City
Yes
PostalCode
Yes
CustomerName
Yes
CustomerPostalCode PostalCode
CustomerDetail
CustomerName
CustomerNumber CustomerNumber No
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SetCustomerTotalasthegrandtotallevel.
SetCustomerNumberastheprimarykeyfortheCustomerDetaillevel.
1. ExpandD1Time>Sources.
2. DoubleclicktheLTS1TimelogicaltablesourcetoopentheLogicalTableSourcedialogbox.
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3. ClicktheContenttab.
4. ConfirmthatAggregationcontent,groupbyissettoLogicalLevelandthelogicallevelissettoTimeDetailfor
theH1Timelogicaldimension.
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6. Repeattoverifyorsetcontentsettingsfortheremaininglogicaltablesourcesusingthetableandscreenshotsasa
guide:
LogicalTableSource
LogicalDimension
LogicalLevel
LTS1Product
H2Product
ProductDetail
LTS1Customer
H3Customer
CustomerDetail
LTS2CustomerAddress
H3Customer
CustomerDetail
H1Time
TimeDetail
H2Product
ProductDetail
H3Customer
CustomerDetail
LTS1Revenue
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7. Savetherepositoryandcheckglobalconsistency.Fixanyerrorsorwarningsbeforeproceeding.Noticethatyoudid
nothavetomakeanychangestothePresentationlayer.
TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreviewsteps
fromearlierinthistutorial.
2. ReturntoOracleBI,whichshouldstillbeopen,andsigninifnecessary.
3. CreatethefollowinganalysistotesttheProducthierarchy.
Products.Brand
BaseFacts.Revenue
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4. ClickResults.
5. ClickontheBizTechbrandandverifythatyoucandrilldownthroughthehierarchytoseerevenuedataateach
level.
6. SelectNew>Analysis>SampleSales.
7. ClickOKtoconfirmthatyouwanttonavigateawayfromthispage.
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8. Createthefollowinganalysis:
Time.PerNameYear
BaseFacts.Revenue
9. ClickResultsandverifythatyoucandrilldownthroughtheTimehierarchy.
10. RepeatthestepsandcreatethefollowinganalysistotesttheCustomershierarchy:
CustomerRegions.Region
BaseFacts.Revenue
11. ClickResultsandverifythatyoucandrilldownthroughtheCustomershierarchy.
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12. SignoutofOracleBI.ClickOKwhenpromptedaboutnavigatingawayfromthispage.LeavetheOracleBIbrowser
pageopen.
CreatingLevelBasedMeasures
InthissetofstepsyoucreatelevelbasedmeasuresthatcalculatetotaldollarsatvariouslevelsintheProduct
hierarchy,andthenusealevelbasedmeasuretocreateasharemeasure.
Tocreatelevelbasedmeasuresandasharemeasure,youperformthefollowingsteps:
CreateLevelBasedMeasures
CreateaShareMeasure
TestYourWork
CreateaShareMeasure
TestYourWork
1. IntheBusinessModelandMappinglayer,rightclicktheF1RevenuetableandselectNewObject>Logical
ColumntoopentheLogicalColumndialogbox.
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2. OntheGeneraltab,enterProductTotalRevenueintheNamefield.
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5. OpentheExpressionBuilder.
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6. IntheExpressionBuilder,addLogicalTables>F1Revenue>Revenuetotheexpression.RecallthattheRevenue
columnalreadyhasadefaultaggregationruleofSum.
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7. ClickOKtocloseExpressionBuilder.
8. ClicktheLevelstab.
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9. FortheH2Productlogicaldimension,selectProductTotalfromtheLogicalLeveldropdownlisttospecifythatthis
measureshouldbecalculatedatthegrandtotallevelintheproducthierarchy.
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10. ClickOKtoclosetheLogicalColumndialogbox.TheProductTotalRevenuemeasureappearsintheProductTotal
leveloftheH2ProductlogicaldimensionandtheF1Revenuelogicalfacttable.
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11. Repeatthestepstocreateasecondlevelbasedmeasure:
Name
LogicalDimension
LogicalLevel
ProductTypeRevenue
H2Product
ProductType
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12. ExposethenewcolumnstousersbydraggingProductTotalRevenueandProductTypeRevenuetotheBase
FactspresentationtableintheSampleSalessubjectareainthePresentationlayer.Youcandragthecolumnsfrom
eithertheH2ProductlogicaldimensionortheF1Revenuelogicaltable.
CreateaShareMeasure
1. IntheBusinessModelandMappinglayer,rightclicktheF1RevenuetableandselectNewObject>Logical
ColumntoopentheLogicalColumndialogbox.
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2. OntheGeneraltab,namethelogicalcolumnProductShare.
3. OntheColumnSourcetab,select"Derivedfromexistingcolumnsusinganexpression."
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5. IntheExpressionBuilder,SelectFunctions>MathematicFunctions>Round.
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6. ClickInsertselecteditem.Thefunctionappearsintheeditbox.
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7. ClickSourceNumberintheformula.
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8. Enter100*followedbyaspace.
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9. InsertLogicalTables>F1Revenue>Revenue.
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10. Usingthetoolbar,clicktheDivisionbutton.Anothersetofanglebracketsappears,<<expr>>.
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11. Click<<expr>>.
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12. InsertLogicalTables>F1Revenue>ProductTotalRevenue.Recallthatthisisthetotalmeasureforthe
hierarchy.
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13. Clickbetweenthelastsetofanglebrackets,<<Digits>>,andenter1.Thisrepresentsthenumberofdigitsof
precisionwithwhichtoroundtheinteger.
14. Checkyourwork:
Round(100*"SampleSales"."F1Revenue"."Revenue"/"SampleSales"."F1
Revenue"."ProductTotalRevenue",1)
Thissharemeasurewillallowyoutorunananalysisthatshowshowrevenueofaspecificproductcomparestototal
revenueforallproducts.
15. ClickOKtoclosetheExpressionBuilder.TheformulaisvisibleintheLogicalColumndialogbox.
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16. ClickOKtoclosetheLogicalColumndialogbox.TheProductSharelogicalcolumnisaddedtothebusinessmodel.
17. AddtheProductSharemeasuretotheBaseFactspresentationtable.
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18. Savetherepository.Checkconsistency.Youshouldreceivethefollowingmessage.
Ifthereareconsistencyerrorsorwarnings,correctthembeforeyouproceed.
19. Closetherepository.
TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.
2. ReturntoOracleBI,whichshouldstillbeopen,andsignin.
3. Createthefollowinganalysistotestthelevelbasedandsharemeasures.
Products.Product
BaseFacts.Revenue
BaseFacts.ProductTypeRevenue
BaseFacts.ProductShare
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4. FortheProductSharecolumn,selectColumnProperties.
5. OntheDataFormattab,selectOverrideDefaultDataFormat.
6. ChangeTreatNumbersAstoPercentageandsetDecimalPlacesto2.DeselectUse1000'sseparator.
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7. ClickOKtoclosetheColumnPropertiesdialogbox.
8. SortProductShareindescendingorder.
9. ClickResults.NoticethatProductTypeRevenuereturnsdollarsgroupedbyTypeeventhoughthequeryisata
differentlevelthanTypeProductinthisexample.ProductShareshowsthepercentoftotalrevenueforeachproduct
sortedindescendingorder.
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11. ClickOKwhenyoureceivethemessage:Areyousureyouwanttonavigateawayfromthispage?
CreatingLogicalDimensionswithParentChildHierarchies
Aparentchildhierarchyisahierarchyofmembersthatallhavethesametype.Thiscontrastswithlevelbased
hierarchies,wheremembersofthesametypeoccuronlyatasinglelevelofthehierarchy.Themostcommonreallife
occurrenceofaparentchildhierarchyisanorganizationalreportinghierarchychart,wherethefollowingallapply:
Eachindividualintheorganizationisanemployee.
Eachemployee,apartfromthetoplevelmanagers,reportstoasinglemanager.
Thereportinghierarchyhasmanylevels.
Inrelationaltables,therelationshipsbetweendifferentmembersinaparentchildhierarchyareimplicitlydefinedbythe
identifierkeyvaluesintheassociatedbasetable.However,foreachOracleBIServerparentchildhierarchydefinedon
arelationaltable,youmustalsoexplicitlydefinetheintermemberrelationshipsinaseparateparentchildrelationship
table.
Tocreatealogicaldimensionwithaparentchildhierarchy,performthefollowingsteps:
ImportMetadataandDefinePhysicalLayerObjects
CreateLogicalTableandLogicalColumns
CreateaLogicalJoin
CreateaParentChildLogicalDimension
DefineParentChildSettings
TestYourWork
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CreateaLogicalJoin
TestYourWork
1. InthePhysicallayer,expandorcl.
2. RightclickConnectionPoolandselectImportMetadatatoopentheImportWizard.
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3. IntheSelectMetadataTypesscreen,acceptthedefaultsandclickNext.
4. IntheSelectMetadataObjectsscreen,inthedatasourceview,expandBISAMPLEandselectthefollowingtables
forimport:
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SAMP_EMPL_D_VH
SAMP_EMPL_PARENT_CHILD_MAP
SAMP_EMPL_POSTN_D
5. ClicktheImportSelectedbuttontomovethetablestotheRepositoryView.
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6. ClickFinishtoclosetheImportWizard.
7. ConfirmthatthethreetablesarevisibleinthePhysicallayeroftherepository.
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8. RightclickSAMP_EMPL_PARENT_CHILD_MAPandselectViewData.
Thisisanexampleofaparentchildrelationshiptablewithrowsthatdefinetheintermemberrelationshipsofan
employeehierarchy.ItincludesaMemberKeycolumn,whichidentifiesthemember(employee)anAncestorKey,
whichidentifiestheancestor(manager)ofthememberaDistancecolumn,whichspecifiesthenumberofparent
childhierarchylevelsfromthemembertotheancestorandaLeafcolumn,whichindicatesifthememberisaleaf
member.
9. Createthefollowingaliasesforthetables:
Table
Alias
SAMP_EMPL_D_VH
D50SalesRep
SAMP_EMPL_PARENT_CHILD_MAP
D51SalesRepParentChild
SAMP_EMPL_POSTN_D
D52SalesRepPosition
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10. UsethePhysicalDiagramtocreatethefollowingphysicaljoinsforthealiastables:
"orcl".""."BISAMPLE"."D52SalesRepPosition"."POSTN_KEY"="orcl".""."BISAMPLE"."D50
SalesRep"."POSTN_KEY"
"orcl".""."BISAMPLE"."D50SalesRep"."EMPLOYEE_KEY"="orcl".""."BISAMPLE"."D51Sales
RepParentChild"."ANCESTOR_KEY"
"orcl".""."BISAMPLE"."D51SalesRepParentChild"."MEMBER_KEY"=
"orcl".""."BISAMPLE"."F1Revenue"."EMPL_KEY"
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1. IntheBMMlayer,rightclicktheSampleSalesbusinessmodelandselectNewObject>LogicalTabletoopenthe
LogicalTabledialogbox.
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2. OntheGeneraltab,namethelogicaltableD5SalesRep.
3. ClickOKtoaddthelogicaltabletothebusinessmodel.
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NoticethattheD5SalesRepiconhasa#sign.Thisisbecauseyouhavenotyetdefinedthelogicaljoinrelationship.
Whenyoudefinethelogicaljoinlaterinthistutorialtheiconwillchangeaccordingly.
4. DragallsixcolumnsfromD50SalesRepinthePhysicallayertoD5SalesRepintheBMMlayer.Thisaction
createslogicalcolumnsandaddsaD50SalesReplogicaltablesourcetoD5SalesRep.
5. RenametheD50SalesReplogicaltablesourcetoLTS1SalesRep.
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6. InthePhysicallayer,expandD52SalesRepPosition.
7. DragPOSTN_DESCandPOSTN_LEVELfromD52SalesRepPositiontoLTS1SalesRep.Notethatyouare
draggingthecolumnstothelogicaltablesource,notthelogicaltable.Draggingtothelogicaltablewouldcreatea
secondlogicaltablesource.
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8. DragDISTANCEfromD51SalesRepParentChildtoLTS1SalesRep.Again,youdragthecolumntothelogical
tablesource,notthelogicaltable.
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9. Renamethelogicalcolumns:
OldName
NewName
POSTN_KEY
PositionKey
TYPE
SalesRepType
EMPL_NAME
SalesRepName
EMPLOYEE_KEY
SalesRepNumber
HIRE_DT
HireDate
MGR_ID
ManagerNumber
POSTN_DESC
Position
POSTN_LEVEL
PositionLevel
DISTANCE
ClosureDistance
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CreateaLogicalJoin
1. IntheBMMlayer,selectD5SalesRepandF1Revenue.
2. RightclickeitherhighlightedtableandselectBusinessModelDiagram>SelectedTablesOnlytoopenthe
BusinessModelDiagram.
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3. CreatealogicaljoinbetweenD5SalesRepandF1RevenuewithF1Revenueatthemanyendofthejoin.
4. ClosetheBusinessModelDiagram.NoticethattheiconhaschangedfortheD5SalesReptable.
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1. RightclicktheD5SalesReplogicaltableandselectCreateLogicalDimension>DimensionwithParentChild
Hierarchy.
2. IntheLogicalDimensiondialogbox,ontheGeneraltab,namethelogicaldimensionH5SalesRep.
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3. ClickBrowsenexttoMemberKey.TheBrowsewindowshowsthephysicaltableanditscorrespondingkey.
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4. ClickViewtoopentheLogicalKeydialogbox.ConfirmthattheSalesRepNumbercolumnisselected
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5. ClickCanceltoclosetheLogicalKeydialogbox.
6. ClickOKtoclosetheBrowsewindow.
7. ClickBrowsenexttoParentColumn.TheBrowsewindowshowsthecolumnsotherthanthememberkey.
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8. DeselectShowQualifiedNamesandselectManagerNumberastheparentcolumnfortheparentchildhierarchy.
9. ClickOKtoclosetheBrowsewindow,butdonotclosetheLogicalDimensiondialogbox.
1. ClickParentChildSettingstodisplaytheParentChildRelationshipTableSettingsdialogbox.Notethatatthis
pointtheParentChildRelationshipTableisnotdefined.
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Foreachparentchildhierarchydefinedonarelationaltable,youmustexplicitlydefinetheintermember
relationshipsinaseparateparentchildrelationshiptable.Intheprocessofcreatingtheparentchildrelationship
table,youmaychooseoneofthefollowingoptions:1.Selectapreviouslycreatedparentchildrelationshiptable.2.
Useawizardthatwillgeneratescriptstocreateandpopulatetheparentchildrelationshiptable.Inthenextsetof
stepsyouselectapreviouslycreatedandpopulatedparentchildrelationshiptable.
Foryourinformationonly:TostartthewizardyouwouldclicktheCreateParentChildRelationshipTablebutton.The
wizardcreatestheappropriaterepositorymetadataobjectsandgeneratesSQLscriptsforcreatingandpopulating
theparentchildrelationshiptable.Attheendofthewizard,OracleBIServerstoresthescriptsintodirectories
chosenduringthewizardsession.Thescriptscanthenberunagainstthedatabasetocreateandpopulatethe
parentchildrelationshiptable.Runningthewizardisnotnecessaryinthistutorialbecausetheparentchild
relationshiptableisalreadycreatedandpopulated.
2. ClicktheSelectParentChildRelationshipTablebuttontoopentheSelectPhysicalTabledialogbox.
3. IntheSelectPhysicalTabledialogbox,selecttheD51SalesRepParentChildaliasyoucreated.
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4. TheD51SalesRepParentChildaliasisnowdisplayedintheParentChildRelationshipTablecolumn.
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5. IntheParentChildTableRelationshipColumnDetailssection,settheappropriatecolumns:
MemberKey
MEMBER_KEY
ParentKey
ANCESTOR_KEY
RelationshipDistance
DISTANCE
LeafNodeIdentifier
IS_LEAF
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Explanation:
MemberKeyidentifiesthemember.
ParentKeyidentifiesanancestorofthemember,Theancestormaybetheparentofthemember,orahigherlevel
ancestor.
RelationshipDistancespecifiesthenumberofparentchildhierarchicallevelsfromthemembertotheancestor.
LeafNodeIdentifierindicatesifthememberisaleafmember(1=Yes,0=No).
6. ClickOKtoclosetheParentChildRelationshipTableSettingsdialogbox.
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7. ClickOKtoclosetheLogicalDimensiondialogbox.
8. RightclickH5SalesRepandselectExpandAll.Notethataparentchildlogicaldimensionhasonlytwolevels.
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9. DeleteallcolumnsfromtheDetaillevelexceptforSalesRepNameandSalesRepNumber.
10. DoubleclicktheDetailleveltoopentheLogicalLeveldialogbox.
11. OntheKeystab,createanewkeynamedDisplayKeythatmapstotheSalesRepNamecolumn.
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12. DeselectUseforDisplayfortheSalesRepNumbercolumnandselectUseforDisplayfortheSalesRepName
column.
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13. MakesurethatMemberKeyisstillsettoD50SalesRep_Key.
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14. ClickOKtoclosetheLogicalLeveldialogbox.
15. ExpandF1Revenue>SourcesanddoubleclickLTS1RevenuetoopentheLogicalTableSourcedialogbox.
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16. OntheContenttab,setthelogicalleveltoDetailfortheH5SalesReplogicaldimension.
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1. DragtheD5SalesReplogicaltablefromtheBMMlayertotheSampleSalessubjectareainthePresentationlayer.
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2. RenametheD5SalesReppresentationtabletoSalesReps.
3. MovetheSalesRepspresentationtableabovetheBaseFactstable.
4. ExpandtheSalesRepspresentationtableandnoticethattheH5SalesRepparentchildlogicaldimensionis
automaticallyincludedasapresentationhierarchy.
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5. DoubleclicktheH5SalesReppresentationhierarchytoopenthePresentationHierarchydialogbox.
6. OntheDisplayColumnstab,confirmthatSalesRepNameissetasthedisplaycolumn.
7. ClickOKtoclosethePresentationHierarchydialogbox.
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TestYourWork
3. Createthefollowinganalysistotesttheparentchildlogicaldimension.
SalesReps.H5SalesReps
SalesReps.Position
BaseFacts.Revenue
4. ClickResults.
5. Expandthepivottabletoviewdataatdifferentlevelsofthehierarchy.NoticethattheRevenuemeasurerollsup
througheachlevel.
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CreatingLogicalDimensionswithRaggedandSkippedLevelHierarchies
Tocreatelogicaldimensionswithraggedandskippedlevelhierarchies,youperformthefollowingsteps:
CreateaRagged/SkippedLevelsLogicalDimension
TestYourWork
CreateaRagged/SkippedLevelLogicalDimension
TestYourWork
1. OpentheBISAMPLErepositoryinofflinemode.
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4. IntheSelectMetadataTypesscreen,acceptthedefaultsandclickNext.
5. IntheSelectMetadataObjectsscreen,inthedatasourceview,expandBISAMPLE.
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6. Inthedatasourceview,selecttheSAMP_PRODUCTS_DRtableforimport:
7. ClicktheImportSelectedbuttontomovethetabletotheRepositoryView.
8. ExpandBISAMPLEintheRepositoryViewandconfirmthattheSAMP_PRODUCT_DRtableisvisible.
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10. ConfirmthattheSAMP_PRODUCT_DRtableisvisibleinthePhysicallayeroftherepository.
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11. Createthefollowingaliasforthetable:D20Product
12. UsethePhysicalDiagramtocreatethefollowingphysicaljoinforthealiastable:
"orcl".""."BISAMPLE"."D20Product"."PROD_KEY"="orcl".""."BISAMPLE"."F1Revenue"."PROD_KEY"
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13. RightclickD20ProductandselectViewData.
Noticethereareskippedlevelsinthehierarchy.Forexample,brandABrand2hasaNULLvalueforLOBforthe
productDProduct8.
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14. CloseViewData.
1. DragD20ProductfromthePhysicallayertotheSampleSalesbusinessmodelintheBMMlayertocreateaD20
Productlogicaltable.ThelogicaljointoF1RevenueiscreatedautomaticallybasedonthejoininthePhysicallayer.
2. RenametheD20Productlogicalcolumns:
OldName
NewName
BRAND
Brand
LOB
LOB
PROD_DSC
Product
PROD_KEY
ProductNumber
Type
ProductType
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3. RenametheD20ProductlogicaltablesourcetoLTS1Product(Ragged)
CreateaRagged/SkippedLevelLogicalDimension
1. RightclicktheD20ProductlogicaltableandselectCreateLogicalDimension>DimensionwithLevelBased
HierarchytoautomaticallycreatealogicaldimensionnamedD20ProductDim.
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2. RenameD20ProductDimtoH20Product.
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3. DoubleclicktheH20ProductlogicaldimensiontoopentheLogicalDimensiondialogbox.
4. OntheGeneraltab,selectbothRaggedandSkippedLevels.
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6. ExpandH20Product.
7. Createthefollowinghierarchy:
Level
Column
Key
UseforDisplay
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ProductTotal
<none>
<none>
<none>
ProductBrand
Brand
Brand
Yes
ProductLOB
LOB
LOB
Yes
ProductType
ProductType
ProductType
Yes
Product
Product
Product
Yes
ProductDetail
ProductNumber
ProductNumber
Yes
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1. DragtheD20ProductlogicaltabletotheSampleSalessubjectareainthePresentationlayer.
2. InthePresentationlayer,renameD20ProducttoProducts(Ragged)andmoveProducts(Ragged)toappear
afterProducts.
3. ExpandProducts(Ragged)andnoticethattheH20Productlogicaldimensionisautomaticallyaddedtothe
Presentationlayer.
4. Savetherepositoryandcheckconsistency.Fixanderrorsorwarningsbeforeproceeding.
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TestYourWork
3. Createthefollowinganalysistotesttheragged/skippedlevelhierarchy:
Products(Ragged).Brand
Products(Ragged).LOB
Products(Ragged).ProductType
Products(Ragged).Product
BaseFacts.Revenue
4. ClickResults.
Theresultsdisplaycorrectlyeventhoughthereareskippedlevels(levelswithNULLvalues)andraggedlevels
(leaveswithvaryingdepth).
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UsingAggregates
Inthissetofstepsyousetupanduseaggregatetablestoimprovequeryperformance.Aggregatetablesstorepre
computedresults,whicharemeasuresthathavebeenaggregated(typicallysummed)overasetofdimensional
attributes.Usingaggregatetablesisapopulartechniqueforspeedingupqueryresponsetimesindecisionsupport
systems.Thiseliminatestheneedforruntimecalculationsanddeliversfasterresultstousers.Thecalculationsare
doneaheadoftimeandtheresultsarestoredinthetables.Aggregatetablestypicallyhavemanyfewerrowsthanthe
nonaggregatetablesand,therefore,processingisfaster.
Tosetupanduseaggregatetables,performthefollowingsteps:
ImportMetadata
CreateNewLogicalTableSources
SetAggregateContent
TestYourWork
ImportMetadata
SetAggregateContent
TestYourWork
ImportMetadata
1. ReturntotheAdministrationToolandopentheBISAMPLErepositoryinofflinemode.
3. IntheSelectMetadataTypesscreen,selectViewsandclickNext.
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4. IntheSelectMetadataObjectsscreen,inthedatasourceview,expandBISAMPLE.
5. Inthedatasourceview,selectthefollowingforimport:
SAMP_REVENUE_FA2
SAMP_TIME_QTR_D
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6. ClicktheImportSelectedbuttontomovetheobjectstotheRepositoryView.
7. ExpandBISAMPLEintheRepositoryViewandconfirmthattheobjectsarevisible.
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9. ConfirmthattheobjectsarevisibleinthePhysicallayeroftherepository.
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10. Createthefollowingaliases:
Table
Alias
SAMP_REVENUE_FA2
F2RevenueAggregate
SAMP_TIME_QTR_D
D1TimeQuarterGrain
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11. RightclickF2RevenueAggregateandselectViewData.F2RevenueAggregatestoresaggregatedfact
informationforrevenueandunitsatthequarterandproductgrain.
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12. RightclickD1TimeQuarterGrainandselectViewData.D1TimeQuarterGrainstorestimedataatthequarter
grain.ItstoresonerecordforeachquarterbeginningwithQ42006andendingwithQ42011.
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13. UsethePhysicalDiagramtocreatethefollowingphysicaljoins:
"orcl".""."BISAMPLE"."D2Product"."PROD_KEY"="orcl".""."BISAMPLE"."F2RevenueAggregate"."PROD_KEY"
"orcl".""."BISAMPLE"."D1TimeQuarterGrain"."QTR_KEY"="orcl".""."BISAMPLE"."F2Revenue
Aggregate"."BILL_QTR_KEY"
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1. InthePhysicallayer,expandD1TimeQuarterGrain.
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2. IntheBMMlayer,expandD1Time.
3. DragthefollowingcolumnsfromD1TimeQuarterGraintotheircorrespondingcolumnsinD1Time:Note:Make
suretodragthemtotheircorrespondingcolumns.
D1TimeQuarterGrain
D1Time
CAL_HALF
CalHalf
CAL_QTR
CalQtr
CAL_YEAR
CalYear
DAYS_IN_QTR
DaysinQtr
JULIAN_QTR_NUM
JulianQtrNum
PER_NAME_HALF
PerNameHalf
PER_NAME_QTR
PerNameQtr
PER_NAME_YEAR
PerNameYear
ThisactioncreatesanewlogicaltablesourcenamedD1TimeQuarterGrainforD1Time.
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4. RenametheD1TimeQuarterGrainlogicaltablesourcetoLTS2TimeQuarterGrain.
5. DoubleclickLTS2TimeQuarterGraintoopentheLogicalTableSourcedialogbox.
6. OntheColumnMappingtabmakesureshowmappedcolumnsisselectedandnotethecolumnmappings.The
logicalcolumnsnowmaptocolumnsintwophysicaltables:D1TimeandD1TimeQuarterGrain.
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8. InthePhysicallayerexpandF2RevenueAggregate.
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9. IntheBMMlayerexpandF1Revenue.
10. DragthefollowingphysicalcolumnsfromF2RevenueAggregatetotheircorrespondinglogicalcolumnsinF1
Revenue:Note:Donotaddthemasnewcolumns.
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F2RevenueAggregate
F1Revenue
UNITS
Units
REVENUE
Revenue
ThisactioncreatesanewlogicaltablesourcenamedF2RevenueAggregateforF1Revenue.
11. RenametheF2RevenueAggregatelogicaltablesourcetoLTS2RevenueAggregate.
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12. DoubleclickLTS2RevenueAggregatetoopentheLogicalTableSourcedialogbox.
13. OntheColumnMappingstabmakesureshowmappedcolumnsisselectedandnotethecolumnmappings.The
RevenueandUnitslogicalcolumnsnowmaptocolumnsintwophysicaltables:F1RevenueandF2Revenue
Aggregate.
14. LeavetheLogicalTableSourceLTS2RevenueAggregatedialogboxopen.
SetAggregateContent
1. ClicktheContenttab.
2. Setthefollowinglogicallevelsforthelogicaldimensions:
LogicalDimension
LogicalLevel
H1Time
Quarter
H2Product
ProductTotal
H20Product
ProductTotal
H3Customer
CustomerTotal
H5SalesRep
Total
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Explanation:Youaresettingaggregationcontentforthefacttabletothecorrespondinglevelsinthedimension
hierarchies.Inasubsequentstep,yousetsimilarlevelsfortheaggregatelogicaltablesourcefortheTime
dimension.NotethatalllevelsaresettothetotallevelexceptfortheH1Timelogicaldimension,whichissetto
Quarter.Theresultis,whenauserqueriesagainstaparticularlevel,OracleBIServerwillknowtoaccessthe
aggregatetablesinsteadofthedetailtables.
Forexample,ifauserqueriesfortotalsalesbyproductbyquarter,theserverwillaccesstheF2RevenueAggregate
facttableandthecorrespondingaggregatedimensiontable,D1TimeQuarterGrain.Ifauserqueriesforalevel
lowerthanthelevelspecifiedhere,forexampleMonthinsteadofQuarter,thentheserverwillaccessthedetailtables
(F1RevenueandD1Time).Ifauserqueriesforhigherlevel(yearinsteadofquarter)theaggregatetableswillbe
used,becausewheneveraqueryisrunagainstalogicallevelorabove,theaggregatetablesareused.
4. DoubleclicktheLTS2TimeQuarterGrainlogicaltablesourcetoopentheLogicalTableSourcedialogbox.
5. OntheContenttab,setthelogicalleveltoQuarter.
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7. Savetherepositoryandcheckglobalconsistency.Fixanyerrorsorwarningsbeforeproceeding.
8. Closetherepository.LeavetheAdministrationToolopen.NotethatyoudidnotneedtochangethePresentation
layer.Youmadechangesinthebusinessmodelthatimpacthowqueriesareprocessedandwhichsourcesare
accessed.However,theuserinterfaceremainsthesame,sothereisnoneedtochangethePresentationlayer.
OracleBIServerwillautomaticallyusetheappropriatesourcesbasedontheuserquery.
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TestYourWork
1. ReturntoFusionMiddlewareControlEnterpriseManagerandloadtheBISAMPLErepository.Ifyouneedhelp,
clickheretoreviewstepsfromearlierinthistutorial.
3. Createthefollowinganalysistotesttheaggregatetables.
Time.PerNameQtr
BaseFacts.Revenue
4. ClickResults.
5. LeaveOracleBIopen.
6. UseFMWControlortheAdministrationlinktocheckthequerylog.Ifyouneedhelp,clickheretoreviewstepsfrom
earlierinthistutorial.
7. Inspectthelog.Noticethatthequeryusestheexpectedtables:D1TimeQuarterGrainandF2RevenueAggregate.
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8. ReturntoOracleBI.
9. ClickNew>Analysis>SampleSales.
10. Createthefollowinganalysistotesttheaggregatetables.
Time.PerNameYear
BaseFacts.Revenue
11. ClickResults.
12. Checkthequerylog.Hint:IfyoucheckthelogusingFMWControl,clicktheRefreshbuttontorefreshthelog.
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13. Inspectthelog.Noticethatthequeryusesthesametables:D1TimeQuarterGrainandF2RevenueAggregate.This
isbecausePerNameYearisatahigherlevelthanPerNameQuarterinthelogicaldimensionhierarchy,sothe
aggregatetablesarestillused.
14. ReturntoOracleBI.
15. ClickNew>Analysis>SampleSales.
16. Createonemoreanalysistotesttheaggregatetables.
Time.PerNameMonth
BaseFacts.Revenue
17. ClickResults.
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18. Inspectthelog.Noticethatthistimethequeryusesthedetailtables:D1TimeandF1Revenue.Thisisbecausethe
requesteddata(revenuebymonth)isatalowerlevelthanwhatiscontainedintheaggregatetables.Theaggregate
tablesdonotcontainthedataand,therefore,thedetailtablesareusedinthequery.Thisaggregatenavigationis
controlledbytheaggregatecontentlevelsyousetinthelogicaltablesources.
UsingInitializationBlocksandVariables
Youcanusevariablesinarepositorytostreamlineadministrativetasksandmodifymetadatacontentdynamicallyto
adjusttoachangingdataenvironment.Avariablehasasinglevalueatanypointintime.Variablescanbeusedinstead
ofliteralsorconstantsintheExpressionBuilderintheAdministrationToolorinenduseranalyses.Atruntime,Oracle
BIServersubstitutesthevalueofthevariable.
Inthissetofstepsyoucreateanewinitializationblock,CurrentPeriods,andthreenewdynamicrepositoryvariables
CurrentYear,CurrentMonth,andCurrentDay.YouthenusethevariablesascolumnfiltersinanOracleBIanalysis.You
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usetheVariableManagerintheAdministrationTooltodefinevariablesandinitializationblocks.
Tosetupanduseinitializationblocksandvariables,performthefollowingsteps:
CreateanInitializationBlock
CreateVariables
TestYourWork
CreateVariables
TestYourWork
1. OpentheBISAMPLErepositoryinofflinemode.
2. SelectManage>VariablestoopentheVariableManager.
3. SelectAction>New>Repository>InitializationBlock.
4. NametheinitializationblockCurrentPeriods.
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5. ClicktheEditDataSourcebuttontoopentheRepositoryVariableInitializationBlockDataSourcedialogbox.
6. ClicktheBrowsebuttontoopentheSelectConnectionPooldialogbox.
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7. DoubleclicktheConnectionPoolobjecttoselectit.
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Theconnectionpoolisadded.
8. EnterthefollowingSQLtodeterminethevalueofthecurrentday,month,andyearbyfindingthemaximumvalueof
theperiodkey(BILL_DAY_DT)inthefacttable:
SELECTCALENDAR_DATE,PER_NAME_MONTH,PER_NAME_YEARFROMBISAMPLE.SAMP_TIME_DAY_D
WHERECALENDAR_DATE=(SELECTMAX(BILL_DAY_DT)FROMBISAMPLE.SAMP_REVENUE_F)
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9. ClickTestandconfirmtheexpectedresultsarereturned.Inthisexample,theresultsaredeterminedbythedatain
thesampledatabaseusedforthistutorial,whichholdsdatathroughDecember2010.
10. ClosetheResultswindow.
11. ClickOKtoclosetheRepositoryVariableInitializationBlockDataSourcedialogbox.Checkyourwork:
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CreateVariables
1. ClickEditDataTargettoopentheRepositoryVariableInitializationBlockVariableTargetdialogbox.
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2. UsetheNewbuttontocreatethreenewvariables:CurrentDay,CurrentMonth,CurrentYear.Theorderis
important.ThevaluereturnedfromthefirstcolumnintheinitializationblockSQL,CALENDAR_DATE,isassignedto
theCurrentDayvariable.Thevalueofthesecondcolumn,PER_NAME_MONTH,isassignedtoCurrentMonth(the
secondvariable),andthevalueofthethirdcolumn,PER_NAME_YEAR,isassignedtoCurrentYear(thethird
variable).Ifnecessary,usetheUpandDownbuttonstoarrangethevariables.
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3. ClickOKtoclosetheRepositoryVariableInitializationBlockVariableTargetdialogbox.
4. Leavethedefaultrefreshintervalsettoeveryhour.Thismeansthatthevariableswillbereinitializedeveryhour.
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5. ClicktheTestbuttonandchecktheresults:
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Inthisexample,theresultsaredeterminedbythedatainthesampledatabaseusedforthistutorial,whichholds
datathroughDecember2010.
6. ClosetheResultswindow.
7. ClickOKtoclosetheRepositoryVariableInitializationBlockdialogbox.
8. CheckyourworkintheVariableManager:
9. ClosetheVariableManager.
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TestYourWork
2. ReturntoOracleBIandsignin.
3. Createthefollowinganalysistotestthevariables.
Time.PerNameYear
Time.PerNameMonth
Time.CalendarDate
BaseFacts.Revenue
4. ClickFilterforthePerNameYearcolumn.TheNewFilterdialogboxopens.
5. SelectAddMoreOptions>RepositoryVariable.
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6. IntheRepositoryVariablefield,enterCurrentYeartocreateafilterforthePerNameYearcolumnusingthe
CurrentYearrepositoryvariable.
7. ClickOKtoclosetheNewFilterdialogbox.ThefilterisaddedtotheFilterspane.
8. RepeatthestepstoaddtheCurrentMonthandCurrentDayrepositoryvariablesasfiltersforPerNameMonthand
CalendarDatecolumns,respectively.
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9. ClickResultsandconfirmthatdataonlyforthecurrentyear,month,anddayisreturned(basedonthesampledata
set).
CreatingTimeSeriesMeasures
InthistopicyoucreatetimeseriescalculationmeasuresusingOracleBItimeseriesfunctions.
TimeseriesfunctionsincludeAGO,TODATE,andPERIODROLLING.ThesefunctionsletyouuseExpressionBuilderto
callalogicalfunctiontoperformtimeseriescalculationsinsteadofcreatingaliasesforphysicaltablesandmodeling
logically.ThetimeseriesfunctionscalculateAGO,TODATE,andPERIODROLLINGfunctionsbasedonthecalendar
tablesinyourdatawarehouse,notonstandardSQLdatemanipulationfunctions.
Tocreatetimeseriesmeasures,youperformthefollowingsteps:
IdentifyaLogicalDimensionasaTimeDimension
IdentifyLevelKeysasChronologicalKeys
CreateaMeasureUsingtheAGOFunction
CreateaMeasureUsingtheTODATEFunction
CreateaMeasureUsingthePERIODROLLINGFunction
TestYourWork
TestYourWork
1. ReturntotheAdministrationToolandopentheBISAMPLErepositoryinofflinemode.
2. IntheBMMlayer,doubleclicktheH1TimelogicaldimensiontoopentheLogicalDimensiondialogbox.
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3. IntheStructuresection,selectTime.
Timeseriesfunctionsoperateontimeorienteddimensions.Tousethesefunctionsonaparticulardimension,you
mustdesignatethedimensionasaTimedimension.
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1. ExpandtheH1TimelogicaldimensionanddoubleclicktheTimeDetailleveltoopentheLogicalLeveldialogbox.
2. ClicktheKeystab.
3. SelecttheChronologicalKeycheckboxforCalendarDate.
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4. ClickOKtoclosetheLogicalLeveldialogbox.
5. Repeatandsetchronologicalkeysforthefollowinglevels:
LogicalLevel
ChronologicalKey
Year
PerNameYear
Half
PerNameHalf
Quarter
PerNameQtr
Month
PerNameMonth
Week
PerNameWeek
Itisbestpracticetodesignateachronologicalkeyforeverylevelofatimelogicaldimension.
1. RightclicktheF1RevenuelogicaltableandselectNewObject>LogicalColumn.
2. OntheGeneraltab,namethecolumnMonthAgoRevenue.
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5. SelectFunctions>TimeSeriesFunctions>Ago.
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6. DoubleclickAgoorclickInsertselecteditemtoaddtheAgofunctiontotheExpressionBuilder.
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7. Click<<Measure>>intheexpression.
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8. SelectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.
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9. Click<<Level>>intheexpression.
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10. SelectTimeDimensions>H1TimeandthendoubleclickMonthtoaddittotheexpression.
11. Click<<NumberofPeriods>>andenter1.TheAgofunctionwillcalculatetheRevenuevalueonemonthbeforethe
currentmonth.
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12. ClickOKtoclosetheExpressionBuilder.CheckyourworkintheLogicalColumndialogbox:
13. ClickOKtoclosetheLogicalColumndialogbox.TheMonthAgoRevenuetimeseriesmeasureisaddedtotheF1
Revenuelogicaltable.
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14. DragtheMonthAgoRevenuelogicalcolumntotheBaseFactspresentationfolder.
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2. OntheGeneraltab,namethenewlogicalcolumnYearToDateRevenue.
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5. SelectFunctions>TimeSeriesFunctionsanddoubleclickToDatetoinserttheexpression.
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8. Click<<Level>>intheexpression.
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9. SelectTimeDimensions>H1TimeandthendoubleclickYeartoaddittotheexpression.
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10. ClickOKtoclosetheExpressionBuilder.
11. CheckyourworkintheLogicalColumndialogbox:
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12. ClickOKtoclosetheLogicalColumndialogbox.
13. DragtheYearToDateRevenuelogicalcolumntotheBaseFactspresentationfolder.
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2. OntheGeneraltab,namethenewlogicalcolumnRevenue3PeriodRollingSum.
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5. SelectFunctions>TimeSeriesFunctionsanddoubleclickPeriodRollingtoinserttheexpression.
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8. Click<<StartingPeriodOffset>>intheexpression.
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9. Enter2.Thisidentifiesthefirstperiodintherollingaggregation.
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10. Click<<EndingPeriodOffset>>.
11. Enter0.Thisidentifiesthelastperiodintherollingaggregation.
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Theseintegersaretherelativenumberofperiodsfromadisplayedperiod.Inthisexample,ifthequerygrainis
month,the3monthrollingsumstartstwomonthsinthepast(2)andincludesthecurrentmonth(0).
12. ClickOKtoclosetheExpressionBuilder.
13. CheckyourworkintheLogicalColumndialogbox:
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14. ClickOKtoclosetheLogicalColumndialogbox.
15. DragtheRevenue3PeriodRollingSumlogicalcolumntotheBaseFactspresentationfolder.
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16. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeyouproceed.
TestYourWork
2. ReturntoOracleBIandsignin.
3. CreatethefollowinganalysistotestAGOandTODATEfunctions:
Time.PerNameMonth
Time.PerNameYear
BaseFacts.Revenue
BaseFacts.MonthAgoRevenue
BaseFacts.YeartoDateRevenue
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4. Setthefollowingfilterfortheanalysis:
PerNameYearisequalto/isin2008.
5. ForthePerNameYearcolumn,selectColumnProperties>ColumnFormat>Hide.ThiswillpreventPerName
Yearfromdisplayingintheanalysisresults.
6. SortPerNameMonthinascendingorder.
7. ClickResults.
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MonthAgoRevenuedisplaysrevenuefromthepreviousmonth.YearToDateRevenuecalculatesarunningsum
ofrevenuefortheyearonamonthlybasis.
8. CreatethefollowingnewanalysisandfiltertotestthePERIODROLLINGfunctionatthemonthgrain:
Time.PerNameMonth
Time.PerNameYear
BaseFacts.Revenue
BaseFacts.Revenue3PeriodRollingSum
PerNameYearisequalto/isin2008
9. ForthePerNameYearcolumn,selectColumnProperties>ColumnFormat>Hide.ThiswillpreventPerName
Yearfromdisplayingintheanalysisresults.
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10. SortPerNameMonthinascendingorder.
11. ClickResults.
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Revenue3PeriodRollingSumiscalculatedbasedonthemonthgrain.
12. CreatethefollowingnewanalysisandfiltertotestthePERIODROLLINGfunctionattheyeargrain:
Time.PerNameYear
BaseFacts.Revenue
BaseFacts.Revenue3PeriodRollingSum
13. SortPerNameYearinascendingorder.
14. ClickResults.
Revenue3PeriodRollingSumiscalculatedbasedontheyeargrain.AmeasurewiththePERIODROLLING
functioncalculatesresultsbasedonthequerygrain.
Summary
InthistutorialyoulearnedhowtobuildanOracleBImetadatarepositoryusingtheOracleBIAdministrationTool.You
learnedhowtoimportmetadatafromadatasource,simplifyandreorganizetheimportedmetadataintoabusiness
model,andthenstructurethebusinessmodelforpresentationtouserswhorequestbusinessintelligenceinformation
viaOracleBIuserinterfaces.
Inthistutorial,youhavelearnedhowto:
BuildthethreelayersofaOracleBIrepository
TestandvalidateanOracleBIrepository
Managelogicaltablesources
Createsimplemeasuresandcalculationmeasures
Createlogicaldimensionswithlevelbasedhierarchies
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Createlevelbasedmeasures
Createlogicaldimensionswithparentchildhierarchies
Createlogicaldimensionswithraggedandskippedlevelhierarchies
Useaggregatestoimprovequeryperformance
Useinitializationblocksandvariables
Createtimeseriesmeasures
Resources
OracleLearningLibraryHome
OracleBusinessIntelligenceDocumentation
OracleUniversity
Credits
LeadCurriculumDeveloper:JimSarokin
Copyright2011,Oracleand/oritsaffiliates.Allrightsreserved
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Creating A Repository Using The Oracle BI 11g Administration Tool

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