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OBIEE 11G Creating Time Series Measures

In this topic you create time series calculation measures using Oracle BI time series functions.
Time series functions include AGO, TODATE, and PERIODROLLING. These functions let you
use Expression Builder to call a logical function to perform time series calculations instead of
creating aliases for physical tables and modeling logically. The time series functions calculate
AGO, TODATE, and PERIODROLLING functions based on the calendar tables in your data
warehouse, not on standard SQL date manipulation functions.
To create time series measures, you perform the following steps:

       Identify a Logical Dimension as a Time Dimension

       Identify Level Keys as Chronological Keys

       Create a Measure Using the AGO Function

       Create a Measure Using the TODATE Function

       Create a Measure Using the PERIODROLLING Function

       Test Your Work

Identify a Logical Dimension as a Time Dimension


1 . Return to the Administration Tool and open the BISAMPLE repository in offline mode.

2 . In the BMM layer, double-click the H1 Time logical dimension to open the Logical Dimension
    dialog box.
3 . In the Structure section, select Time.




    Time series functions operate on time-oriented dimensions. To use these functions on a
    particular dimension, you must designate the dimension as a Time dimension.
4 . Click OK to close the Logical Dimension dialog box.
Identify Level Keys as Chronological Keys


1 . Expand the H1 Time logical dimension and double-click the Time Detail level to open the
    Logical Level dialog box.

2 . Click the Keys tab.




3 . Select the Chronological Key check box for Calendar Date.
4 . Click OK to close the Logical Level dialog box.
5 . Repeat and set chronological keys for the following levels:
     Logical Level               Chronological Key
     Year                        Per Name Year
     Half                        Per Name Half
     Quarter                     Per Name Qtr
     Month                       Per Name Month
     Week                        Per Name Week
    It is best practice to designate a chronological key for every level of a time logical dimension.

Create a Measure Using the AGO Function


1 . Right-click the F1 Revenue logical table and select New Object > Logical Column.

2 . On the General tab, name the column Month Ago Revenue.
3 . On the Column Source tab, select "Derived from existing columns using an expression."
4 . Open the Expression Builder.
5 . Select Functions > Time Series Functions > Ago.
6 . Double-click Ago or click Insert selected item to add the Ago function to the Expression
    Builder.
7 . Click <>in the expression.
8 . Select Logical Tables > F1 Revenue and then double-click Revenue to add it to the expression.
9 . Click <> in the expression.




10 . Select Time Dimensions > H1 Time and then double-click Month to add it to the expression.
11 . Click <> and enter 1. The Ago function will calculate the Revenue value one month before the
     current month.
12 . Click OK to close the Expression Builder. Check your work in the Logical Column dialog box:




13 . Click OK to close the Logical Column dialog box. The Month Ago Revenue time series
     measure is added to the F1 Revenue logical table.
14 . Drag the Month Ago Revenue logical column to the Base Facts presentation folder.




Create a Measure Using the TODATE Function


1 . Right-click the F1 Revenue logical table and select New Object > Logical Column.
2 . On the General tab, name the new logical column Year To Date Revenue.




3 . On the Column Source tab, select "Derived from existing columns using an expression."
4 . Open the Expression Builder.
5 . Select Functions > Time Series Functions and double-click ToDate to insert the expression.
6 . Click <> in the expression.
7 . Select Logical Tables > F1 Revenue and then double-click Revenue to add it to the expression.
8 . Click <> in the expression.
9 . Select Time Dimensions > H1 Time and then double-click Year to add it to the expression.
10 . Click OK to close the Expression Builder.
11 . Check your work in the Logical Column dialog box:
12 . Click OK to close the Logical Column dialog box.
13 . Drag the Year To Date Revenue logical column to the Base Facts presentation folder.
Create a Measure Using the PERIODROLLING Function


1 . Right-click the F1 Revenue logical table and select New Object > Logical Column.

2 . On the General tab, name the new logical column Revenue 3-Period Rolling Sum.
3 . On the Column Source tab, select "Derived from existing columns using an expression."
4 . Open the Expression Builder.
5 . Select Functions > Time Series Functions and double-click PeriodRolling to insert the
    expression.
6 . Click <> in the expression.




7 . Select Logical Tables > F1 Revenue and then double-click Revenue to add it to the expression.
8 . Click <> in the expression.




9 . Enter -2. This identifies the first period in the rolling aggregation.
10 . Click <>.




11 . Enter 0. This identifies the last period in the rolling aggregation.
These integers are the relative number of periods from a displayed period. In this example, if the
     query grain is month, the 3 month rolling sum starts two months in the past (-2) and includes the
     current month (0).
12 . Click OK to close the Expression Builder.
13 . Check your work in the Logical Column dialog box:
14 . Click OK to close the Logical Column dialog box.
15 . Drag the Revenue 3-Period Rolling Sum logical column to the Base Facts presentation folder.
16 . Save the repository and check consistency. Fix any errors or warnings before you proceed.
17 . Close the repository. Leave the Administration Tool open.

Test Your Work


1 . Return to Fusion Middleware Control and load the BISAMPLE repository. If you need help,
    click here to review steps from earlier in this tutorial.
2 . Return to Oracle BI and sign in.
3 . Create the following analysis to test AGO and TODATE functions:
    Time.Per Name Month
    Time.Per Name Year
    Base Facts.Revenue
    Base Facts.Month Ago Revenue
    Base Facts.Year to Date Revenue



4 . Set the following filter for the analysis:
    Per Name Year is equal to / is in 2008.


5 . For the Per Name Year column, select Column Properties > Column Format > Hide. This
    will prevent Per Name Year from displaying in the analysis results.
6 . Sort Per Name Month in ascending order.


7 . Click Results.




   Month Ago Revenue displays revenue from the previous month. Year To Date Revenue
   calculates a running sum of revenue for the year on a monthly basis.
8 . Create the following new analysis and filter to test the PERIODROLLING function at the month
    grain:
    Time.Per Name Month
    Time.Per Name Year
    Base Facts.Revenue
    Base Facts.Revenue 3-Period Rolling Sum
    Per Name Year is equal to / is in 2008




9 . For the Per Name Year column, select Column Properties > Column Format > Hide. This
    will prevent Per Name Year from displaying in the analysis results.




10 . Sort Per Name Month in ascending order.
11 . Click Results.




    Revenue 3-Period Rolling Sum is calculated based on the month grain.

12 . Create the following new analysis and filter to test the PERIODROLLING function at the year
     grain:
     Time.Per Name Year
     Base Facts.Revenue
     Base Facts.Revenue 3-Period Rolling Sum



13 . Sort Per Name Year in ascending order.


14 . Click Results.




    Revenue 3-Period Rolling Sum is calculated based on the year grain. A measure with the
    PERIODROLLING function calculates results based on the query grain.

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11 g time serices

  • 1. OBIEE 11G Creating Time Series Measures In this topic you create time series calculation measures using Oracle BI time series functions. Time series functions include AGO, TODATE, and PERIODROLLING. These functions let you use Expression Builder to call a logical function to perform time series calculations instead of creating aliases for physical tables and modeling logically. The time series functions calculate AGO, TODATE, and PERIODROLLING functions based on the calendar tables in your data warehouse, not on standard SQL date manipulation functions. To create time series measures, you perform the following steps: Identify a Logical Dimension as a Time Dimension Identify Level Keys as Chronological Keys Create a Measure Using the AGO Function Create a Measure Using the TODATE Function Create a Measure Using the PERIODROLLING Function Test Your Work Identify a Logical Dimension as a Time Dimension 1 . Return to the Administration Tool and open the BISAMPLE repository in offline mode. 2 . In the BMM layer, double-click the H1 Time logical dimension to open the Logical Dimension dialog box.
  • 2. 3 . In the Structure section, select Time. Time series functions operate on time-oriented dimensions. To use these functions on a particular dimension, you must designate the dimension as a Time dimension. 4 . Click OK to close the Logical Dimension dialog box.
  • 3. Identify Level Keys as Chronological Keys 1 . Expand the H1 Time logical dimension and double-click the Time Detail level to open the Logical Level dialog box. 2 . Click the Keys tab. 3 . Select the Chronological Key check box for Calendar Date.
  • 4. 4 . Click OK to close the Logical Level dialog box. 5 . Repeat and set chronological keys for the following levels: Logical Level Chronological Key Year Per Name Year Half Per Name Half Quarter Per Name Qtr Month Per Name Month Week Per Name Week It is best practice to designate a chronological key for every level of a time logical dimension. Create a Measure Using the AGO Function 1 . Right-click the F1 Revenue logical table and select New Object > Logical Column. 2 . On the General tab, name the column Month Ago Revenue.
  • 5. 3 . On the Column Source tab, select "Derived from existing columns using an expression."
  • 6. 4 . Open the Expression Builder. 5 . Select Functions > Time Series Functions > Ago.
  • 7. 6 . Double-click Ago or click Insert selected item to add the Ago function to the Expression Builder.
  • 8. 7 . Click <>in the expression.
  • 9. 8 . Select Logical Tables > F1 Revenue and then double-click Revenue to add it to the expression.
  • 10. 9 . Click <> in the expression. 10 . Select Time Dimensions > H1 Time and then double-click Month to add it to the expression.
  • 11. 11 . Click <> and enter 1. The Ago function will calculate the Revenue value one month before the current month.
  • 12. 12 . Click OK to close the Expression Builder. Check your work in the Logical Column dialog box: 13 . Click OK to close the Logical Column dialog box. The Month Ago Revenue time series measure is added to the F1 Revenue logical table.
  • 13. 14 . Drag the Month Ago Revenue logical column to the Base Facts presentation folder. Create a Measure Using the TODATE Function 1 . Right-click the F1 Revenue logical table and select New Object > Logical Column.
  • 14. 2 . On the General tab, name the new logical column Year To Date Revenue. 3 . On the Column Source tab, select "Derived from existing columns using an expression."
  • 15. 4 . Open the Expression Builder. 5 . Select Functions > Time Series Functions and double-click ToDate to insert the expression.
  • 16. 6 . Click <> in the expression.
  • 17. 7 . Select Logical Tables > F1 Revenue and then double-click Revenue to add it to the expression.
  • 18. 8 . Click <> in the expression.
  • 19. 9 . Select Time Dimensions > H1 Time and then double-click Year to add it to the expression.
  • 20. 10 . Click OK to close the Expression Builder. 11 . Check your work in the Logical Column dialog box:
  • 21. 12 . Click OK to close the Logical Column dialog box. 13 . Drag the Year To Date Revenue logical column to the Base Facts presentation folder.
  • 22. Create a Measure Using the PERIODROLLING Function 1 . Right-click the F1 Revenue logical table and select New Object > Logical Column. 2 . On the General tab, name the new logical column Revenue 3-Period Rolling Sum.
  • 23. 3 . On the Column Source tab, select "Derived from existing columns using an expression."
  • 24. 4 . Open the Expression Builder. 5 . Select Functions > Time Series Functions and double-click PeriodRolling to insert the expression.
  • 25. 6 . Click <> in the expression. 7 . Select Logical Tables > F1 Revenue and then double-click Revenue to add it to the expression.
  • 26. 8 . Click <> in the expression. 9 . Enter -2. This identifies the first period in the rolling aggregation.
  • 27. 10 . Click <>. 11 . Enter 0. This identifies the last period in the rolling aggregation.
  • 28. These integers are the relative number of periods from a displayed period. In this example, if the query grain is month, the 3 month rolling sum starts two months in the past (-2) and includes the current month (0). 12 . Click OK to close the Expression Builder. 13 . Check your work in the Logical Column dialog box:
  • 29. 14 . Click OK to close the Logical Column dialog box. 15 . Drag the Revenue 3-Period Rolling Sum logical column to the Base Facts presentation folder.
  • 30. 16 . Save the repository and check consistency. Fix any errors or warnings before you proceed. 17 . Close the repository. Leave the Administration Tool open. Test Your Work 1 . Return to Fusion Middleware Control and load the BISAMPLE repository. If you need help, click here to review steps from earlier in this tutorial. 2 . Return to Oracle BI and sign in. 3 . Create the following analysis to test AGO and TODATE functions: Time.Per Name Month Time.Per Name Year Base Facts.Revenue Base Facts.Month Ago Revenue Base Facts.Year to Date Revenue 4 . Set the following filter for the analysis: Per Name Year is equal to / is in 2008. 5 . For the Per Name Year column, select Column Properties > Column Format > Hide. This will prevent Per Name Year from displaying in the analysis results.
  • 31. 6 . Sort Per Name Month in ascending order. 7 . Click Results. Month Ago Revenue displays revenue from the previous month. Year To Date Revenue calculates a running sum of revenue for the year on a monthly basis.
  • 32. 8 . Create the following new analysis and filter to test the PERIODROLLING function at the month grain: Time.Per Name Month Time.Per Name Year Base Facts.Revenue Base Facts.Revenue 3-Period Rolling Sum Per Name Year is equal to / is in 2008 9 . For the Per Name Year column, select Column Properties > Column Format > Hide. This will prevent Per Name Year from displaying in the analysis results. 10 . Sort Per Name Month in ascending order.
  • 33. 11 . Click Results. Revenue 3-Period Rolling Sum is calculated based on the month grain. 12 . Create the following new analysis and filter to test the PERIODROLLING function at the year grain: Time.Per Name Year Base Facts.Revenue Base Facts.Revenue 3-Period Rolling Sum 13 . Sort Per Name Year in ascending order. 14 . Click Results. Revenue 3-Period Rolling Sum is calculated based on the year grain. A measure with the PERIODROLLING function calculates results based on the query grain.