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Universe Design

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This was discussed by Michael Ward at the Spring 2010 Seattle Area Business Objects User Group meeting. This is available for personal/professional use by those that attended the meeting. However, …

This was discussed by Michael Ward at the Spring 2010 Seattle Area Business Objects User Group meeting. This is available for personal/professional use by those that attended the meeting. However, any use as training material by anyone other than Michael, without his express consent, is in violation of copyright laws.

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  • 1. Designing the Universe Evolution in Report Creationism 56132 Parkview Shelby Twp, MI 48316 586.677.8300 Phone 586.677.8301 Fax http://www.cttsbi.com Last Revised: 3/5/2010
  • 2. Designing the Universe In the Beginning there was only SQL Code. Programmers built Custom interfaces and reports as User Requests were received. © 2010 – Creative Technology and Training Solutions, LLC 1-2
  • 3. Designing the Universe Business Users Waited for their information….. © 2010 – Creative Technology and Training Solutions, LLC 1-3
  • 4. Designing the Universe And Waited ….. © 2010 – Creative Technology and Training Solutions, LLC 1-4
  • 5. Designing the Universe And Waited ….. © 2010 – Creative Technology and Training Solutions, LLC 1-5
  • 6. Designing the Universe Until they received their reports only to find what they requested was not really what they wanted…. © 2010 – Creative Technology and Training Solutions, LLC 1-6
  • 7. Designing the Universe The Reporting world was a very Dark place…. © 2010 – Creative Technology and Training Solutions, LLC 1-7
  • 8. Designing the Universe But onto this world a software was born and it brought light into this dark place. It would allow the creation of a user friendly interface that all users could use and access their data. It was called…. © 2010 – Creative Technology and Training Solutions, LLC 1-8
  • 9. Designing the Universe A UNIVERSE !!!!! © 2010 – Creative Technology and Training Solutions, LLC 1-9
  • 10. Designing the Universe Good Programmers Paid homage to the new software and began developing universes…. They ascended into the good place and became DESIGNERS….. © 2010 – Creative Technology and Training Solutions, LLC 1 - 10
  • 11. Designing the Universe Bad Programmers feared the tool for it demonstrated their lack of ability, they descended into the dark fiery place and became….. © 2010 – Creative Technology and Training Solutions, LLC 1 - 11
  • 12. Designing the Universe MANAGERS !!!!! © 2010 – Creative Technology and Training Solutions, LLC 1 - 12
  • 13. Designing the Universe Webster’s Dictionary Definition the whole body of things and phenomena observed or postulated a set that contains all elements relevant to a particular discussion or problem © 2010 – Creative Technology and Training Solutions, LLC 1 - 13
  • 14. Designing the Universe Here is a Test : Why do some designers create universes using the first definition and not the last?? © 2010 – Creative Technology and Training Solutions, LLC 1 - 14
  • 15. Designing the Universe Possible Answers A. Because they are clueless B. Because they were forced to C. Because Universe means everything Right??? D. All of the Above E. Due to the lack of knowledge of the specifics, it would be unwise to answer at this time… The PC answer © 2010 – Creative Technology and Training Solutions, LLC 1 - 15
  • 16. Designing the Universe A more Refined Definition Well-built Universes Should… Provide information for the Targeted Audience Be User Friendly Be Easy on the eyes Make information easy to find Build Efficient SQL Returns Results with minimal delay © 2010 – Creative Technology and Training Solutions, LLC 1 - 16
  • 17. Designing the Universe Who is your Targeted Audience IT Professionals building canned reports Powers Users interacting with Canned reports, making “1-off” reports Business Users accessing information in True Ad-hoc fashion Does it matter ??? yes, Yes, YES!!! © 2010 – Creative Technology and Training Solutions, LLC 1 - 17
  • 18. Designing the Universe Why does it Matter Class and Object Naming Conventions Don’t be lazy, Add the Descriptions Organization of Classes and Objects Overall Size and Scope of the Universe How Many Classes How Many Objects In the perfect world, 1 universe could fit the needs of all, but we don’t live in a perfect world © 2010 – Creative Technology and Training Solutions, LLC 1 - 18
  • 19. Designing the Universe How is the Universe to Used? Interactive Canned reports Scheduled Canned reports OLAP or Data Mining Reports (Drilling) Ad-Hoc or Sandbox reports © 2010 – Creative Technology and Training Solutions, LLC 1 - 19
  • 20. Designing the Universe Interactive Canned Reports Look and Feel targeted toward IT staff or Power Users creating these reports Creation of effective LOV’s Better enable users to Select valid parameter values Creation of Dynamic Predefined Conditions Eases creation of parameters for Canned Reports © 2010 – Creative Technology and Training Solutions, LLC 1 - 20
  • 21. Designing the Universe Effective LOV’s Add Something More than just the Single column If a Code, Add the Description Use Hierarchies or Cascading LOV’s © 2010 – Creative Technology and Training Solutions, LLC 1 - 21
  • 22. Designing the Universe Dynamic Predefined Conditions Conditions with Prompts rather than hard coded Values © 2010 – Creative Technology and Training Solutions, LLC 1 - 22
  • 23. Designing the Universe Scheduled Canned Reports Look and Feel targeted toward IT staff or Power Users creating these reports Creation of System Date Based Objects Better enable users to Schedule based on Time Periods (ie. Today, Yesterday, Last Year) Creation of Static Predefined Conditions Expedites data restriction creation © 2010 – Creative Technology and Training Solutions, LLC 1 - 23
  • 24. Designing the Universe Date Based Objects Specifically Created for date Based Conditions © 2010 – Creative Technology and Training Solutions, LLC 1 - 24
  • 25. Designing the Universe Static Predefined Conditions No Prompts… © 2010 – Creative Technology and Training Solutions, LLC 1 - 25
  • 26. Designing the Universe OLAP Reports Look and Feel targeted toward IT staff or Power Users creating these reports Creation of effective Hierarchies Default or Custom hierarchies Effective Natural or Logical Drill paths © 2010 – Creative Technology and Training Solutions, LLC 1 - 26
  • 27. Designing the Universe Effective Hierarchies Default or Custom Natural or Logical Paths 1 to Many Relationships © 2010 – Creative Technology and Training Solutions, LLC 1 - 27
  • 28. Designing the Universe Ad-hoc Reports Look and Feel targeted toward Business Users creating these reports Creation of effective and efficient LOV’s Creation of Predefined Conditions Creation of System Date Based Objects Documents could be created for Interactive or Scheduled © 2010 – Creative Technology and Training Solutions, LLC 1 - 28
  • 29. Designing the Universe Being User Friendly Classes and Objects Naming conventions come from Users not IT Classes and Objects are not overwhelming in number or depth Users not looking at 100’s of Classes, 1000’s of objects (Easy on the eyes) Users Not having to Click from Subclass to Subclass to find objects (easy to find) Classes and Objects in an Order that allows for effective user interaction Put things where they want them © 2010 – Creative Technology and Training Solutions, LLC 1 - 29
  • 30. Designing the Universe Building Efficient SQL What Type of Data Structure are we using? Is there a best Scenario? WINNER! © 2010 – Creative Technology and Training Solutions, LLC 1 - 30
  • 31. Designing the Universe Building Efficient SQL How do we know? Do we have queries that run long, but return few rows? Do we have queries that time out? Use DB explains or Third Party Tools (Toad) © 2010 – Creative Technology and Training Solutions, LLC 1 - 31
  • 32. Designing the Universe Building Efficient SQL Are Tables joined correctly? PK-FK? Are Objects Used in most Conditions Indexed? Can we implement Shortcut Joins to avoid joining to tables not being used in result ? Can we use Materialized Views or Derived Tables? Can we implement Aggregate Awareness? © 2010 – Creative Technology and Training Solutions, LLC 1 - 32
  • 33. Designing the Universe Are tables joined Correctly Use Keys Functionality In Designer Keys underlined in Tables Primary Keys Solid, Foreign Dashed © 2010 – Creative Technology and Training Solutions, LLC 1 - 33
  • 34. Designing the Universe Are tables joined Correctly Use DB Explains or Third Party Tools to View How Database optimizes Queries © 2010 – Creative Technology and Training Solutions, LLC 1 - 34
  • 35. Designing the Universe Are Objects Indexed Use DB Explains or Third Party Tools to View How Database optimizes Queries © 2010 – Creative Technology and Training Solutions, LLC 1 - 35
  • 36. Designing the Universe Shortcut Joins Removes Unnecessary joins © 2010 – Creative Technology and Training Solutions, LLC 1 - 36
  • 37. Designing the Universe Views or Derived Tables Revise data for Specific report Needs Materialized at DB Level or Derived in the Universe © 2010 – Creative Technology and Training Solutions, LLC 1 - 37
  • 38. Designing the Universe Aggregate Awareness Process That Incorporates Higher Level Aggregation (Summary Tables) into Universe Speeds up Queries That Contain Statistics Reported at Higher Levels (i.e. Year) © 2010 – Creative Technology and Training Solutions, LLC 1 - 38
  • 39. Designing the Universe Summary Tables Store Data at Higher Level Than Detail (Fact) Tables Increase Processing Efficiency Fewer Rows Retrieved Few If Any Calculations Required Few or No Joins © 2010 – Creative Technology and Training Solutions, LLC 1 - 39
  • 40. Designing the Universe Apply Aggregate Awareness  Insert Summary Tables into Universe  Start with 1 Level above Fact Table  Only have to Add to Beginning of Select Statement  Add Joins, Set Cardinality (If Needed)  Define or Redefine Contexts  Redefine or Create Objects Using @Aggregate_Aware  Define Incompatible/Compatible Objects Using Aggregate Navigation © 2010 – Creative Technology and Training Solutions, LLC 1 - 40
  • 41. Designing the Universe Adding Summary Tables Summary Stand Alone Tables Summary Tables Joined into Universe Structure Summary Summary Tables Table Joined Standalone to Structure © 2010 – Creative Technology and Training Solutions, LLC 1 - 41
  • 42. Designing the Universe Defining Contexts What Are Contexts? Lists of Joins Identifying Paths Through Universe Alternative SQL Routes Through Loop Identifies Tables that can be used in a Single SQL Query © 2010 – Creative Technology and Training Solutions, LLC 1 - 42
  • 43. Designing the Universe Defining Contexts Select Joins to Define Context Edit to Redefine Current Context © 2010 – Creative Technology and Training Solutions, LLC 1 - 43
  • 44. Designing the Universe @Aggregate_Aware Can Be Used with Aggregates (Measures) and Dimensions Selects Information from Most Aggregated to Least Aggregated (Summary to Detailed) © 2010 – Creative Technology and Training Solutions, LLC 1 - 44
  • 45. Designing the Universe @Aggregate_Aware Edit the Object to Redefine Summary Tables Added to Beginning of Select © 2010 – Creative Technology and Training Solutions, LLC 1 - 45
  • 46. Designing the Universe Aggregate Navigation Define Incompatibles (ONCE) Select Objects that are compatible by UNCHECKING them Summary Tables Select Summary Added to Table Beginning of Select Click Button Once © 2010 – Creative Technology and Training Solutions, LLC 1 - 46
  • 47. Designing the Universe Aggregate Testing Creating Query and Viewing SQL Select Objects to test with Summary Table being used in SQL © 2010 – Creative Technology and Training Solutions, LLC 1 - 47
  • 48. Designing the Universe Other Tips Reuse SQL Code by using @Select and @Where functionality Create Custom Objects for reuse or for Customized LOV’s Create Special Classes with Custom Code Objects and Then Hide the class from User View © 2010 – Creative Technology and Training Solutions, LLC 1 - 48
  • 49. Designing the Universe Summary Due your Homework Be flexible with your designs Know your Targeted Audience Keep a Strong relationship with DBA Prototype and get User Buyoff Implement Aggregate Awareness where possible test, Test and TEST SOME MORE Lastly….. © 2010 – Creative Technology and Training Solutions, LLC 1 - 49
  • 50. Designing the Universe Summary Save (and export) your Universe…… Now Go forth and create your own universe…. © 2010 – Creative Technology and Training Solutions, LLC 1 - 50
  • 51. Designing the Universe Contact Information: Michael Ward (586) 677-8300 MichaelWard@cttsbi.com BusinessObjects™ 3.1 Training Classes: Desktop Intelligence™ 3.1 Basic Reporting (2 Days) Desktop Intelligence™ 3.1 Intermediate Reporting (1 Day) Desktop Intelligence™ 3.1 Advanced Reporting (1 Day) Desktop Intelligence™ 3.1 Advanced Crosstabs & Functions (1/2 Day) Desktop Intelligence™ 3.1 Foundations (1 Day) WebIntelligence™ 3.1 Intro To InfoView (1 Day) WebIntelligence™ 3.1 Basic Reporting (1 Day) WebIntelligence™ 3.1 Intermediate Reporting (1 Day) WebIntelligence™ 3.1 Advanced Reporting (1 Day) WebIntelligence™ 3.1 Rich Client (1 Day) BusinessObjects™ 3.1 Designer (2 Days) BusinessObjects™ 3.1 Scheduler (2 Hours) BuisnessObjects™ 3.1 Administration (2 Days) © 2010 – Creative Technology and Training Solutions, LLC
  • 52. Designing the Universe Desktop Intelligence WebIntelligence 3.1 Reporting DI 3.1 3.1 Reporting Foundations DI 3.1 1 Day Basic Reporting 2 Days DI 3.1 BO 3.1 Webi 3.1 Interm Reporting Designer Basic Reporting 1 Day 2 Days 1 Day BO 3.1 Webi 3.1 DI 3.1 Administration Intermediate Adv Reporting Reporting 1 Day 2 Days 1 Day DI 3.1 Webi 3.1 Adv Crosstabs BO 3.1 Advanced 1/2 Day Rich Client Reporting 1 Day 1 Day © 2010 – Creative Technology and Training Solutions, LLC