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OBIEE Training By Amit Sharma
Topic Name BI Reporting using OBIEE
Modules Data warehousing fundamentals
BI Repository
BI Answer
BI Publisher
Hyperion Integration [Statutory Reporting case study]
Sales Model Execution
Duration (Hours) 40 Hours
Deliverables Students Guides
Lab Guides
Video Tutorials of missing classes
Interview Question
Project implementation artifacts
Prerequisite Basic knowledge of Database and Data Warehousing
Fees INR 15,000
Contact Info aloo_a2@yahoo.com
Contact Point : aloo_a2@yahoo.com
Learnhyperion.wordpress.com
Amitsharmair.wordpress.com
Bispsolutions.wordpress.com
Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
Repository Building
Repository Basics
 Oracle BI architecture co mponents
 Repository structure, features, and functions
 Using the OracleBI Ad min istration Tool
 Creat ing a repository 

 Loading a repository into Oracle BI
Server memo ry 
Building the Physical Layer of a Repository
 Importing data sources 

 Setting up connection pool properties 

 Defining keys and joins 

 Examining physical layer object properties 

 Creat ing alias and select tables 
Building the Business Model and Mapping Layer of a
Repository
 Building a business model
 Building logical tables, colu mns, and sources
 Defining log ical joins 

 Building measures 

 Examining business model object properties 
Building the Presentation Layer of a Repository
 Exp loring Presentation layer objects 

 Creat ing Presentation layer objects 

 Modifying Presentation layer objects 

 Examining Presentation layer object properties 
Testing and Validating a Repository
 Checking repository consistency 

 Turning on logging 
 Defining a repository in the in itialization file
 Testing a repository using Oracle BI Answers 

 Inspecting the query log 
Adding Multiple Logical Table Sources
 Adding mult iple logical table sources to
a logical table 

 Specifying logical content 
Adding Calculations to a Fact Table
 Creat ing new calcu lation measures based on
existing logical co lu mns
 Creat ing new calcu lation measures based on
physical colu mns
 Creat ing new calcu lation measures using the
Calculation Wizard
Creating Dimension Hierarchies and Level-Based
Measures
 Creat ing dimension hierarch ies 

 Creat ing level-based measures 

 Creat ing share measures 

 Creat ing rank measures 
Using Aggregates
 Purpose of aggregate tables in dimensional
modeling 

 Modeling aggregate tables to improve query
performance 

 Testing aggregate navigation 

 Using the Aggregate Persistence Wizard 
Using Partitions and Frag ments
 Purpose for segmenting data into partitions and
frag ments 

 Partit ion types 

 Modeling partitions in an Oracle BI repository 
Using Repository Variables
 Session variables 

 Repository variables 

 Initializat ion blocks 

 Using the Variable Manager 

 Using dynamic repository variables as filters 
Modeling Time Series Data
 Using time co mparisons in business analysis
 Using Oracle BI time series functions to model
time series data 
Modeling Many-to-Many Relationships
 Using bridge tables to resolve many-to-many
relationships between dimension tables and fact
tables 

 Using helper tables to model many-to-
many relationships for team-based
hierarchies in a dimension 
Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
Creating Repositories Using Multidimensional Data
Sources
 Adding a mult idimensional data source
an Oracle BI repository 

 Displaying data fro m mult idimensional
sources in Oracle BI Answers requests and
Oracle BI Interactive Dashboards 
Security
 Creat ing users and groups 

 Setting permissions for users and groups 

 Authenticating using a external database 

 Authenticating using database authentication 

 Setting query limits and timing restrictions 

 Setting filters to personalize information 
Cache Management
 Restricting tables as non-cacheable 

 Using Cache Manager 

 Inspecting cache reports 

 Purging cache entries 

 Modifying cache parameters and options 

 Seeding the cache 
Setting Up and Administering Usage Tracking
 Tracking and storing Oracle BI Server usage at
the detailed query level 

 Using usage tracking statistics to optimize
query performance and aggregation strategies 

 Analyzing usage results using Oracle
BI Answers and other reporting tools 
Using Administration Tool wizards and utilities to
manage, maintain, and enhance repositories
 Emp loying techniques to optimize Oracle BI
query performance
 Applying Oracle BI repository design principles
Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
Creating Answer Request
Working with Oracle Business Intelligence Ans wers
 Introduction to Oracle BI Answers 

 Working with requests in Oracle BI Answers 

 Using advanced formatting 
Filtering Requests in Oracle Business Intelligence
Ans wers
 Introduction to filters in Answers
 Adding filter pro mpts to requests
 Using saved requests as filters
Oracle Business Intelligence Ans wers: Advanced
Features
 Co mbin ing request criteria using set operations
 Executing direct database requests 

 Ed iting logical SQL generated by a request 
Building Views and Charts in Requests
 Introduction to Answers views and charts
 Creat ing and editing charts
 Performing co mmon view tasks 

Showing Results with Gauge Views 

 Introduction to Gauge views 

 Working with Gauge views 
Showing Results with Pivot Tables
 Introduction to pivot tables 

 Formatting pivot tables 

 Setting aggregation rules and building formulas 
Creating Oracle Business Intelligence Interactive
Dashboards
 Introduction to Interactive Dashboards and
pages 

 Dashboard Editor UI elements 

 Co mposing dashboard elements 
Configuring Oracle Business Intelligence Interactive
Dashboards
 Types of dashboard content 

 Embedding content in Interactive Dashboards 

 Using bookmark links to distribute and save
Interactive Dashboards 
Customizing the Oracle Business Intelligence User
Interface
 Modifying cascading style sheets 

 Modifying XM L message files 

 Making configuration changes using the
instanceconfig file 
Configuring Guided Navig ation Links
 Building guided navigation with static lin ks
 Building guided navigation with conditional
lin ks and sections 
Administering the Oracle Business Intelligence
Presentation Catalog
 Maintaining the Oracle BI Presentation Catalog 

 Managing security 

 Understanding security inheritance 

 Describing the Presentation Catalog structure 

 Permission types 

 Setting permissions using the Manage Catalog
screen 
Using Oracle Business Intelligence Delivers
 Introduction to Oracle BI Delivers 

 Configuring delivery devices 

 Adding delivery profiles 

 Building alerts 

 Introduction to Oracle BI Scheduler 

 Scripted jobs 
Using Oracle Business Intelligence Briefing Books
 Introduction to Oracle BI Briefing Books 

 Creat ing an Oracle BI Briefing Book 

 Adding Content to Briefing Books 
 Ed iting a Briefing Book
 Downloading and viewing a Briefing Book 

 Adding a list of Briefing Books to a Dashboard 

 Using Briefing Books with Oracle BI Delivers 
Using Oracle BI for Microsoft Office
 Introduction to Oracle BI for M icrosoft Office
 Working with Oracle BI content in Microsoft
Office applications 
Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
Using Oracle Business Intelligence Publisher
 Introduction to Oracle BI Publisher 

 Creat ing a BI Publisher report fro m an
Answers request 

 Creat ing a BI Publisher report fro m the
BI Server 

 Integrating Discoverer worksheet content in a
BI Publisher report 
Reviewing Interactive Dashboard Design Principles
and Best Practices
 Understanding dashboard design principles 

 Conceptualizing dashboards 

 Dashboard fundamentals 
Creating Statutory reporting Essbase as Data Source,
 Building Financial Data Model using Essbase 

 Building Statutory reports 
Case Study
 Understanding business requirement. 

 Building Statutory reports 
Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
Working with Oracle BI Publishe r [XML Publisher]
Introduction to BI Publisher
 Oracle BI Publisher: Business
Document Requirements 

 Functions of Reporting Systems 
 Oracle BI Publisher Paradig m
 End-to-End View and Salient Features of
BI Publisher 
Oracle BI Publisher: Technology and Architecture
 Describe the components of Oracle
BI Publisher 

 Describe the architecture of Oracle BI Publisher 

 Describe the Oracle BI Publisher
Underlying Technology 
Introduction to XML Standards
 Describe the X Standards 

 Understand XML, XM L Schema, DTDs,
and XSL 
Getting Started with BI Publisher: Creating a Simple
Report
 Opening and viewing a Predefined Report 

 Creat ing a BI Publisher Report Based on
Oracle Database 

 Ed iting the Properties of a Report 
Creating Simple RTF Templates
 Exp lain the capabilities of RTF templates
 Describe the methods for RTF template creation 

 Create an RTF template 
Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
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Obiee repository, reporting, dashboard, bi publisher reports

  • 1. OBIEE Training By Amit Sharma Topic Name BI Reporting using OBIEE Modules Data warehousing fundamentals BI Repository BI Answer BI Publisher Hyperion Integration [Statutory Reporting case study] Sales Model Execution Duration (Hours) 40 Hours Deliverables Students Guides Lab Guides Video Tutorials of missing classes Interview Question Project implementation artifacts Prerequisite Basic knowledge of Database and Data Warehousing Fees INR 15,000 Contact Info aloo_a2@yahoo.com Contact Point : aloo_a2@yahoo.com Learnhyperion.wordpress.com Amitsharmair.wordpress.com Bispsolutions.wordpress.com Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
  • 2. Repository Building Repository Basics  Oracle BI architecture co mponents  Repository structure, features, and functions  Using the OracleBI Ad min istration Tool  Creat ing a repository    Loading a repository into Oracle BI Server memo ry  Building the Physical Layer of a Repository  Importing data sources    Setting up connection pool properties    Defining keys and joins    Examining physical layer object properties    Creat ing alias and select tables  Building the Business Model and Mapping Layer of a Repository  Building a business model  Building logical tables, colu mns, and sources  Defining log ical joins    Building measures    Examining business model object properties  Building the Presentation Layer of a Repository  Exp loring Presentation layer objects    Creat ing Presentation layer objects    Modifying Presentation layer objects    Examining Presentation layer object properties  Testing and Validating a Repository  Checking repository consistency    Turning on logging   Defining a repository in the in itialization file  Testing a repository using Oracle BI Answers    Inspecting the query log  Adding Multiple Logical Table Sources  Adding mult iple logical table sources to a logical table    Specifying logical content  Adding Calculations to a Fact Table  Creat ing new calcu lation measures based on existing logical co lu mns  Creat ing new calcu lation measures based on physical colu mns  Creat ing new calcu lation measures using the Calculation Wizard Creating Dimension Hierarchies and Level-Based Measures  Creat ing dimension hierarch ies    Creat ing level-based measures    Creat ing share measures    Creat ing rank measures  Using Aggregates  Purpose of aggregate tables in dimensional modeling    Modeling aggregate tables to improve query performance    Testing aggregate navigation    Using the Aggregate Persistence Wizard  Using Partitions and Frag ments  Purpose for segmenting data into partitions and frag ments    Partit ion types    Modeling partitions in an Oracle BI repository  Using Repository Variables  Session variables    Repository variables    Initializat ion blocks    Using the Variable Manager    Using dynamic repository variables as filters  Modeling Time Series Data  Using time co mparisons in business analysis  Using Oracle BI time series functions to model time series data  Modeling Many-to-Many Relationships  Using bridge tables to resolve many-to-many relationships between dimension tables and fact tables    Using helper tables to model many-to- many relationships for team-based hierarchies in a dimension  Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
  • 3. Creating Repositories Using Multidimensional Data Sources  Adding a mult idimensional data source an Oracle BI repository    Displaying data fro m mult idimensional sources in Oracle BI Answers requests and Oracle BI Interactive Dashboards  Security  Creat ing users and groups    Setting permissions for users and groups    Authenticating using a external database    Authenticating using database authentication    Setting query limits and timing restrictions    Setting filters to personalize information  Cache Management  Restricting tables as non-cacheable    Using Cache Manager    Inspecting cache reports    Purging cache entries    Modifying cache parameters and options    Seeding the cache  Setting Up and Administering Usage Tracking  Tracking and storing Oracle BI Server usage at the detailed query level    Using usage tracking statistics to optimize query performance and aggregation strategies    Analyzing usage results using Oracle BI Answers and other reporting tools  Using Administration Tool wizards and utilities to manage, maintain, and enhance repositories  Emp loying techniques to optimize Oracle BI query performance  Applying Oracle BI repository design principles Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
  • 4. Creating Answer Request Working with Oracle Business Intelligence Ans wers  Introduction to Oracle BI Answers    Working with requests in Oracle BI Answers    Using advanced formatting  Filtering Requests in Oracle Business Intelligence Ans wers  Introduction to filters in Answers  Adding filter pro mpts to requests  Using saved requests as filters Oracle Business Intelligence Ans wers: Advanced Features  Co mbin ing request criteria using set operations  Executing direct database requests    Ed iting logical SQL generated by a request  Building Views and Charts in Requests  Introduction to Answers views and charts  Creat ing and editing charts  Performing co mmon view tasks   Showing Results with Gauge Views    Introduction to Gauge views    Working with Gauge views  Showing Results with Pivot Tables  Introduction to pivot tables    Formatting pivot tables    Setting aggregation rules and building formulas  Creating Oracle Business Intelligence Interactive Dashboards  Introduction to Interactive Dashboards and pages    Dashboard Editor UI elements    Co mposing dashboard elements  Configuring Oracle Business Intelligence Interactive Dashboards  Types of dashboard content    Embedding content in Interactive Dashboards    Using bookmark links to distribute and save Interactive Dashboards  Customizing the Oracle Business Intelligence User Interface  Modifying cascading style sheets    Modifying XM L message files    Making configuration changes using the instanceconfig file  Configuring Guided Navig ation Links  Building guided navigation with static lin ks  Building guided navigation with conditional lin ks and sections  Administering the Oracle Business Intelligence Presentation Catalog  Maintaining the Oracle BI Presentation Catalog    Managing security    Understanding security inheritance    Describing the Presentation Catalog structure    Permission types    Setting permissions using the Manage Catalog screen  Using Oracle Business Intelligence Delivers  Introduction to Oracle BI Delivers    Configuring delivery devices    Adding delivery profiles    Building alerts    Introduction to Oracle BI Scheduler    Scripted jobs  Using Oracle Business Intelligence Briefing Books  Introduction to Oracle BI Briefing Books    Creat ing an Oracle BI Briefing Book    Adding Content to Briefing Books   Ed iting a Briefing Book  Downloading and viewing a Briefing Book    Adding a list of Briefing Books to a Dashboard    Using Briefing Books with Oracle BI Delivers  Using Oracle BI for Microsoft Office  Introduction to Oracle BI for M icrosoft Office  Working with Oracle BI content in Microsoft Office applications  Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
  • 5. Using Oracle Business Intelligence Publisher  Introduction to Oracle BI Publisher    Creat ing a BI Publisher report fro m an Answers request    Creat ing a BI Publisher report fro m the BI Server    Integrating Discoverer worksheet content in a BI Publisher report  Reviewing Interactive Dashboard Design Principles and Best Practices  Understanding dashboard design principles    Conceptualizing dashboards    Dashboard fundamentals  Creating Statutory reporting Essbase as Data Source,  Building Financial Data Model using Essbase    Building Statutory reports  Case Study  Understanding business requirement.    Building Statutory reports  Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com
  • 6. Working with Oracle BI Publishe r [XML Publisher] Introduction to BI Publisher  Oracle BI Publisher: Business Document Requirements    Functions of Reporting Systems   Oracle BI Publisher Paradig m  End-to-End View and Salient Features of BI Publisher  Oracle BI Publisher: Technology and Architecture  Describe the components of Oracle BI Publisher    Describe the architecture of Oracle BI Publisher    Describe the Oracle BI Publisher Underlying Technology  Introduction to XML Standards  Describe the X Standards    Understand XML, XM L Schema, DTDs, and XSL  Getting Started with BI Publisher: Creating a Simple Report  Opening and viewing a Predefined Report    Creat ing a BI Publisher Report Based on Oracle Database    Ed iting the Properties of a Report  Creating Simple RTF Templates  Exp lain the capabilities of RTF templates  Describe the methods for RTF template creation    Create an RTF template  Learn OBIEE/Hype rion by Amit Sharma aloo_a2@yahoo.com learnhyperion.wordpress.com