07 necto data_sources_ready

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07 necto data_sources_ready

  1. 1. Necto TrainingModule 6: Necto DataSources and UniversalData Connector (UDC)
  2. 2. Objectives By the end of this lesson you will be able to: Create a New View Manage Data Sources Manage Models
  3. 3. Agenda What is Panorama Necto Universal Data Connector (UDC) Defining Data Sources Defining Models Defining Views
  4. 4. What is Panorama NectoUniversal Data Connector (UDC)
  5. 5. Panorama Necto ArchitectureSource, operational Modeling, aggregations, Business Logic and Necto raw data semantics Security MS SQL Oracle Analysis Services SAP PowerPivot Workboards Necto BI Server SSAS - BI MDX/DAX Engine - Business Logic - Security - Administration, cache Flat Files Necto Universal Data Connector - Data Connectors Applications - Modeling Engine - Data Management
  6. 6. Data Sources Analysis Services Cubes (OLAP) UDC extends Necto’s ability to connect to non- OLAP data sources Relational databases, such as: SQL Databases, Oracle Databases and more Flat files (Excel / CSV) Additional Data Sources supported by Necto MS Reporting Services MS PowerPivot for Excel 2010
  7. 7. Necto Data Model Date Sources Define connectivity properties, such as Analysis Flat Files Reporting Power Relational Services Services Pivot Databases login Define source query Models Add Semantics to the data for better analysis (Measures, Attributes, Hierarchies, etc.) Views Connect to your model, display the data
  8. 8. Definition Process Define Data Sources Define Models Define Views
  9. 9. Define Data Sources Define Models Define ViewsDefining Data Sources
  10. 10. Data Source and Model Definition Click to enter definition page1. Define the Data 2. Define theSource Model
  11. 11. Creating a New Data SourceData Sources areorganized infolders:• Public• Private• Other User’s Can create sub folder Select Data Share or set Source type permissions
  12. 12. Analysis Services Definition Don’t forget to Save, when done Select a server Select a database Edit connection string Add parameters
  13. 13. Relational Data Source Definition Enter connection parameters Select a database Click to enter a query - mandatory
  14. 14. Query Builder Check Run syntax queryDragtableorview Write query heretoquery
  15. 15. Excel or CSV Data Source .xls .xlsx – can select sheet .CSV – First sheet only
  16. 16. Reporting Services Definition
  17. 17. Exercise 1 – Creating a Data Source Create an Excel Data Source using the file 06_Sample_data_source.xls
  18. 18. Define Data Sources Define Models Define ViewsDefining Models
  19. 19. Model Definition After defining a Data Source, you need to define a Model for it
  20. 20. Creating a New Model Select a folder to create model in Select New
  21. 21. Select a Data Source
  22. 22. Creating a Model for Excel DataSource Order of definition Columns in the Excel file Model definition process for Relational database is similar to that of Excel
  23. 23. My World 1.Select columns 2. Click on to be included in Measures to the model continue to next definition page
  24. 24. Measures All numeric values are displayed. Select the ones that are measures. For each measure, you can select format and aggregation type
  25. 25. Date and Time Click to add a Hierarchy
  26. 26. Hierarchies Drag fields to Drag to change Hierarchy order Click Apply
  27. 27. Filter Select a field and available values will be extracted from excel
  28. 28. Summary
  29. 29. Exercise 2 – Creating a Model Create Model for the Excel Data Source
  30. 30. Using Data Sources in ViewDefinition
  31. 31. Defining Views 1. Edit a Workboard 2. Add a view component 3. Edit the view component
  32. 32. Creating a New View Component Open Existing Create New:
  33. 33. New View Based on: Analysis Services
  34. 34. New View Based on: Necto UDC (Model)
  35. 35. New View Based on: Necto UDC (Model)
  36. 36. Using Excel as Data Source We have seen 2 methods of using Excel. What is the difference? Define Views If you do not define the excel as a Data Source and define a Model – you will not be able to define Measures, Attributes, Hierarchies, etc
  37. 37. New View Based on: MS SQL Reporting Services
  38. 38. New View Based on: Power Pivot
  39. 39. Review What are the types of Data Source Panorama Necto can access? Can many Models be based on a single Data Source? Can a Model be reused in the future? Can Data Sources be publicly shared?
  40. 40. Exercise Use an Excel sheet to: Create a Data Source Create a Model Use the Model in a new View Create an additional View: This time use Excel directly as the Data Source
  41. 41. Thank youAny Questions?

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