Sample sales reengineering in obiee 11g  part ii
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Sample sales reengineering in obiee 11g  part ii Sample sales reengineering in obiee 11g part ii Document Transcript

  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/ “Sample Sales Reengineering in OBIEE 11g” Part II This is one of our documents from “OBIEE for Beginner’s” series. The document shows how to rebuildthe sample sales rpd, reports and dashboard shipped with OBIEE10g. The Sample Sales RPD, Reportsand Dashboard is designed such a way that it covers all the import features of OBIEE. The documentcontents the BEST technique to learn OBIEE Repository Building. Join our professional training programto learn OBIEE from the experts.History: Version Description Change Author Publish Date 0.1 Initial Draft Hitesh Mankar 10th Jan 2011 0.1 1st Review Amit Sharma 10th Jan 2011Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 1
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/Table of Contents“Sample Sales Reengineering in OBIEE 11g” Part I1. Understanding the Data Model • Dimension and Fact Tables details • Relationship Diagram2. Building Physical Layer • Importing Metadata from Sources • Creating Alias Tables • Creating Physical Model“Sample Sales Reengineering in OBIEE 11g” Part II3. Building BMM layer • Creating Logical Dimension Table • Creating Logical Table Sources (Multiple) • Creating Dimension Hierarchies • Creating Simple Measures • Creating Repository Variables • Creating Time series Measures • Creating Rolling Measures • Creating Level Based Measures • Creating Derived Measures • Creating Business Model Diagram“Sample Sales Reengineering in OBIEE 11g” Part III4. Building Presentation Layer • Creating Presentation Catalogues • Creating Presentation Tables • Creating Presentation Columns5. Testing and Validating Repository • Configuring RPD • Creating Request • View Logical QueryLearnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 2
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/2.Building Business Model and Mapping LayerThe business model simplifies the physical schema and maps the users’ business terms to physicalsources. It represents the logical structure of the information in the repository. The business modelscontain logical columns arranged in logical tables, logical joins, and dimensional hierarchy definitions.This layer also contains the mappings from the logical columns to the source data in the Physical layermeans specifies the mapping between the business models and the Physical layer schemas.The goal of building business model is to define how users think about their business using their ownbusiness terms.1. Creating Logical Schema/ Business Model.Right click in the blank middle pane of the Oracle BI Administration Tool and select the New BusinessModel option. Specify a name samplesales for the business model.This schema is not ready for query, so it’s appeared with a red mark over on the schema icon.2. Creating Logical Tables.Now create new logical dimension and fact table.Right click on the logical schema select New Object Logical TableCreate empty logical tables manually as per below list, without any source and column.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 3
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/3. Creating Logical Table Sources.Create logical table sources for all the logical tables,3.1 Select a table (Here D0 Time table is selected)  Right click, elect New Object Logical Table Source.3.2 Now give a name for logical table source click on the green + plus sign.3.3 In the next window select and expand the physical schema Select a physical table click on Selectbutton to make it logical table sources (here samplesales1 schema is expanded and A07 Time Day isselected).3.4 Check the new logical table source is mapped with physical table source.3.5 Check and verify into Business model and mapping layer the new logical table source under thelogical table.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 4
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/3.6 Now use above steps to create more required logical table sources, First create sources fordimension tables using below matrix, having Logical table name, logical table source name and physicaltable source to map. (Here logical table source B08 Time Mth is mapped with physical schema2samplesales2 B08 Time Mth and D0 Time, D1 Customer, D6 Dim Degenerated Facts having multiplelogical table sources).Create Logical table sources for Fact Tables3.7 Now create logical table sources for fact tables (Here F3 Rolling Measures logical table has threelogical table sources and each logical table source is mapped with multiple physical table sources).Follow the steps from 3.1 to 3.5 to create logical table sources and map the logical table source frommultiple physical table sources using add table source.When any logical table source is mapped with two physical table sources then joins were automaticallydetected with its type.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 5
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/3.8 Use below matrix and create logical table sources for all mentioned fact tables and map from physicaltable sources.3.9 Below listed tables don’t have any logical table source and mapping with any physical table source,these are derived tables from the existing logical tables.]4. Creating Logical columns for Dimension TablesThere are two ways to create logical columnsA) Drag and Drop: - Select a physical column  Click on it, drag from physical layer and drop into BMMlayer in particular logical table, in which you want to add a new column. (It will automatically create thelogical table source and mapping with physical column).B) Manually: -4.1) Right click on table  select New Object  Logical Column  click on General tab enter name for thenew logical column.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 6
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/4.2) Now click on the Logical Table Source Select Column Mapping Tab (select Show unmappedColumns Check the newly created logical column will appear).4.3) Click below Physical Table first to select the physical table for this current logical table source thenclick below of Expression to select the column from physical table.4.4) Go back to column properties Column Source, Check column source type  Derived from Physicalsources, you can see the mapping information to verify the mapping.4.5) Similarly create other logical columns and also can map one logical column form two logical tablesources using step 4.3. Create new logical columns as per below given list.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 7
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/Map all the columns as per given mapping information, here some columns were mapped from multiplelogical table sources. Columns mapped from logical table sources A07 Time Day.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 8
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/Columns mapped from logical table sources A08 Time Mth.Columns mapped from logical table sources B08 Time Mth.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 9
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/4.6) Create logical columns for logical table D1 Customer and map columns as per below given list.Columns mapped from logical table sources A01 Customer.Columns mapped from logical table sources A09 Segment.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 10
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/4.7) Create logical columns for logical table D2 Market and map columns as per below given list.Columns mapped from logical table sources A02 Market.4.8) Create logical columns for logical table D3 Order and map columns as per below given list.Columns mapped from logical table sources A02 Market.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 11
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/4.9) Create logical columns for logical table D4 Product and map columns as per below given list.Columns mapped from logical table sources A05 Product.4.10) Create logical columns for logical table D5 Employee and map columns as per below given list.Columns mapped from logical table sources A06 Employee.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 12
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/4.11) Create logical columns for logical table D6 Dim Degenerated Facts and map columns as per belowgiven list.Columns mapped from logical table sources 11 Revenue (Billed Time Join).Columns mapped from logical table sources 12 Revenue (Booked Time Join).Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 13
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/5. Creating Dimension HierarchiesA Dimension Hierarchy allowing Oracle BI Server to calculate useful measures, allowing users to drilldown for more details. For every dimension hierarchy you need to organize all dimension attributes inhierarchical levels which represent the organizational rules and reporting needs required by yourbusiness. These hierarchy levels provide the structure that Oracle BI Server uses to drill into and acrossdimensions to get more detailed views of the data. Levels of dimension hierarchy are used to performaggregate navigation, configure level-based measure, calculations and determine what attributes appearwhen Oracle BI users drill down in their data requests.Each level has at least one logical key, the top level is marked as the “grand total” level, and you can dragother attributes in to each level and have OBI EE display those, rather than the level key, when users drilldown in reports. At present, you have to create these dimensions manually when setting up yourbusiness model and mapping layer, although there is talk about automatically creating these whenimporting Oracle dimensions or OLAP structures.First of all Update All Rows Counts  check how many rows in every table and last updated state. Thiswill help you to define level number of members at this level for each level of all the hierarchies.5.1 Now first step is to create a logical dimension hierarchy, create a logical dimension object. There aretwo methods to create logical dimension objects.Method1:- Right Click on the Business model in BMM layer select New Object Logical DimensionDimension with Level Based Hierarchy.(Here structure is selected as Time because it’s a time dimension forother dimension hierarchies don’t select Time as structure )Method2:- Right Click on a logical dimension table and select Create Dimension  Dimension with Level-Based Hierarchy, this will create a dimension hierarchy for the selected dimension table.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 14
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/Let`s continue with Method1 to create dimension hierarchies.5.2 Start to add a logical level which is highest level of hierarchy. Right click on the logical dimension andselect New Object Logical level.5.3 Give a name to this level  select Grand Total Level, basically the first level should be grand totallevel. (Selecting the Grand total level check box is to indicate that this is the grand total level of thishierarchy).5.4 Now add a child level to dimension hierarchy.Right-click on the Parent level (Total) and select New Object  Child Level. Give a name for the level and enter the Number of levels at this level. Now you need to identify the number of elements for each level. The number of elements represents the distinct count of rows for each level and is used by Oracle BI Server to determine the most efficient way to access data when picking aggregate sources. The number does not have to be exact, but ratios of numbers from one level to another should be accurate and you want to enter a larger number for child levels in respect to parent levels. Enter number of elements at this level from updated all row counts and ener value that how many rows year column contains.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 15
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/5.5 Similarly add more child levels below this level as shown in below screen shot.5.6 Create Level Keys: - Level keys define the unique elements in each level and provide the context fordrill down. Each level needs to have one or more attributes that compose a level key. The level key definesthe unique elements in each level and provides the context for drill down.A level may have more than one level key. When that is the case, you need to specify which key is theprimary key of that level. All dimension sources that have aggregate content at a specified level need tocontain the column that is the primary key of that level.To create Level keys drag a logical column which could be the key for that level.5.7 Double-click a level to open the level properties window Click the Keys tab and enter key nameclick on the primary keys dropdown select the key name to enable the edit and delete button .Then click on edit button to open the logical key dialog box for this level. Select a column formcolumns to create a key column for this level and select use for display click ok.5.8 Check out the changes and assigned key at the level click ok. The color of level key icon will change.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 16
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/5.9 Similarly assign keys for each level using steps 4.6 to 4.8.5.10 Now just follow the above steps from 4.1 to 4.8 and create other dimension hierarchies, levels andlevel keys as per the below given screen shots.H1 Customer HierarchyH2 Market Dimension HierarchyH3 Order Dimension HierarchyLearnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 17
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/H4 ProductH5 EmployeeH6 Dim Fact Attributes Dimension Hierarchy(Right click on the level key A-00 Order Key click on set icon select ghost icon to set.)6. Creating Repository VariablesLearnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 18
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/Click on Manage option into Oracle BI Administration Tool select Variables, The variable managerwindow will open.Expand the Repository section Click on Static  right click into right pan click on New RepositoryVariable, a Static Repository Variable window will open.Enter name for the variable Select Type and Enter Default Initializer value.Using above steps create two more static variables as shown below.7. Creating Measures (Logical Columns) into Fact tables.7.1) Creating a measure/ logical column without mapping with any source and column.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 19
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.1.1) Right click on table  select New Object  Logical Column  click on General tab enter name forthe new measure or logical column.7.1.2) Click on Column Source Select Derived from existing column using an expression  enter anexpression click ok.7.1.3) Right click on Set an Icon to recognize this column, choose paper icon and click ok.7.2) Creating a measure/ logical column Derived from physical columns mappings and applying DefaultAggregation Rule. (It’s similar to creating and mapping a new logical column from physical source andcolumn).Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 20
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.2.1) Create a column and then select column source tab select Derived from physical sourcemappings. (Follow steps 4.1 to 4.4).7.2.2) Click on next tab Aggregation  select an aggregation rule from Default aggregation ruledropdown list and click ok.7.2.3) The logical column icon will change its color automatically after applying the aggregation rule, thiswill show that any aggregation rule is applied on that column.7.3) Creating a measure/ logical column Derived from physical columns mappings and applyingAggregation Rule Based on Dimension Hierarchy.7.3.1) Create a column and then select column source tab select Derived from physical sourcemappings. (Follow steps 4.1 to 4.4).Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 21
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.3.2)Click on the Expression builder  select and aggregate (aggregation rule) and click on theinsert selected item7.3.3) Select logical tables from top left pane Categoryselect a fact table from Logical tables pane thenselect a measure from bottom pan  click on <<numExpr>>  click insert selected item arrow keyand click ok.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 22
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.3.4) Check out the aggregation expression formula in Aggregation tab.7.3.5) Click on green plus sign to add more formula based on logical dimension.7.4) Creating Time Series MeasuresCreating Ago Measure first of all you need to identify Time Dimension and set Chronological Key.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 23
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.4.1) Here H0 Time is a time dimension double click on HO Time Dimension and select Time in thestructure section  and also set chronological key for all its levels as shown in the below screen shot.7.4.2) Create a new logical column and select Derived from existing logical column using an expressionclick on Edit Expression button .7.4.3) select Function from category pane Time Series from Function and Ago from Time SeriesFunctions.7.4.4) Select Logical Tables from category Select a logical table from Logical Tables select a columnfrom columns then click on Measures in Ago function expression Click insert Selected Items .Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 24
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.4.5) After this select Time Dimension from CategorySelect Time Dimension name from TimeDimensionsSelect a level of dimension from bottom pane Click on Level and then click InsertSelected Items .Also click on Number of Periods and enter a numeric value Click OK and verify.For two months Ago or more just change the number of period value and similarly create year, Quarterago measures.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 25
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.4.6) Check the new derived column and its expression.Creating To date Measure7.4.7) Create a new logical column and select Derived from existing logical column using an expressionclick on Edit Expression button.7.4.8) select Function from category pane Time Series from Function and TODATE from Time SeriesFunctions.7.4.9) Select Logical Tables from category Select a logical table from Logical Tables select a columnfrom columns then click on Measures in TODATE function expression Click insert Selected Items .7.4.10) Now select Time Dimension from CategorySelect Time Dimension name from TimeDimensionsSelect a level of dimension from bottom pane Click on Level and then click InsertSelected Items .Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 26
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.5) Creating a measure/ logical column from existing logical columns, Repository Variables and usingDisplay Function Filter.7.5.1) Create a new logical column and select Derived from existing logical column using an expressionclick on Edit Expression button.7.5.2) Select Function from category pane Display Function from Function and Filter from DisplayFunctions.7.5.3) Select Logical Table from category panea Logical table from Logical tables  Logical columnfrom columns then Select <<numExpr>>  click Insert Selected Items .Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 27
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.5.4) Select another column from logical table  Click on <<expr>> after Using and click Insert SelectedItems  now enter a minus sign (-) { to subtract values of one column from another column} andfollow the same step to insert another column.(Similarly you can apply or use more mathematical functions like division, addition, multiplication etc.)7.5.6). Now add a less than sign (<) after this formula and add a variable after that.Select Repository Variables from Category pane select a repository variable  Put cursor behind lessthan sign and click on Insert selected items  click ok.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 28
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.5.7) Look at the final view of this new logical column created from existing logical columns and staticvariables.7.6) Creating a measure/ logical column derived from existing logical columns using ConversionFunction and Calender Date/ Time Function.7.6.1) Select Functions from category select Conversion Function from functions Cast fromConversion function pane.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 29
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.6.2) Select Functions from category Select Calendar Date/ Time functions fromfunctionsTimestampDiff from Calendar Date/ Time functions  Select <<numExpr|NULL>> from CASTfunction and click on Insert selected items.7.6.3) Select Interval and type DAY select a logical column and click on first timestampExpr  and clickon Insert selected items.Select a logical column and click on second timestampExpr  and click on Insert selected items.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 30
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/7.6.4) Select Types from Category Double from Types  click on <<types>>  and click on Insertselected items and add +1 after bracket.7.7) Creating a measure/ logical column derived from existing logical columns using ConversionFunction and Calender Date/ Time Function and EXTRCT. Type extract before the syntax.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 31
  • Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com/8).Creating Business Model DiagramCreate business/ logical model diagram using relationships between dimension and fact tables asbelow diagram.Learnhyperion.wordpress.com http://learnoraclebi.wordpress.com | ©Business Intelligence Solution Providers 32