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Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

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OPN Oracle)BI haEE ฺ10.1.3
m e
co GuidBootcamp
Implementation
o ฺ
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Student Guide
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D64292GC10
Edition 1.0
January 2010
Copyright © 2009, 2010, Oracle. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property
laws. You may copy and print this document solely for your own use in an Oracle training course. The document
may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law,
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Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of
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Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

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ah use
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m
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s h m i ( o
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H a
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a
Os

Student Manual

Developed in Partnership With:


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as h Safe
li c Statement
a H
s a m
O The following is intended to outline our general
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redistributed in any format without Oracle written consent.

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<Insert
I t Picture
Pi t H
Here>

Title of Presentation
OBIEE 10.1.3 Implementation Boot Camp
Presenter’s Name
Presenter’s Title
Presenter’s Name
Presenter’s Title

For use by Oracle employees and authorized partners only.


Slide Content
Do not distribute to third parties. Contributed by:

2
Key Content Contributors
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Contributing Companies

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© 2008 Oracle Corporation – Proprietary and Confidential

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h m i
c e ns
Acknowledgements
as li
a H
s a m
O • Oracle WW Alliances and Channels organization has
started an initiative to enable various SI and VAR
partners on implementation methodology of various
Oracle products
• This program focuses on the Oracle BI Enterprise
Edition platform and it’s implementation best practices
• This program is developed by Ascentt Business
Systems
y based on recommendations of numerous
OBIEE professionals and customers who assisted in
the program design and evaluation

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2008 Oracle Corporation – Proprietary and Confidential

3
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 0
Boot Camp Introduction

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In c e
thisnsSection
as li
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s a m
O • Introductions: Instructor and Participants
• Overview of Boot Camp
• Goals & Objectives
• Course Pre Requisite
• Methodology
• Course Structure

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

4
Overview of OBIEE Boot Camp
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

It is a 5-Day program to help bring participants to the skill level needed


for effectively implementing OBIEE Products in today’s enterprise
environment.

This course covers


• Basic concepts in Business Intelligence & Data Warehousing
• Introduction to OBIEE products UI and architecture
ble
• Implementation methodology
fe r a
• Configuration and customization of OBIEE application
t r a ns
• Hands on labs and exercises
on-
s an
) ha ฺ
ฺ c om uide
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For Oracle employees and authorized partners only. Do not distribute to third parties.

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Slide Content
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c
Course e ns Audience
as li
a H
s a m This course is designed for the members of Oracle BI
O implementation teams including
• Business Analysts
• Technical Systems Analysts
• Solution Architects
• Metadata Developers
• Applications Developers
• Application Administrators
• Database Administrators

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

5
What to expect
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Participants will gain a foundational understanding of business


intelligence concepts, OBIEE Business Analytics architecture and user
interfaces.

Additionally the Boot Camp will:


• Provide an understanding of the pre-built components of
OBIEE Business Analytics Applications ble
• Enable participants to apply advanced techniques when fe r a
creating modifying
creating, modifying, and administering OBIEE Metadata
Metadata,
t r a ns
requests, Intelligence Dashboards, and OBIEE Web Catalog
on-
s an
) ha ฺ
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For Oracle employees and authorized partners only. Do not distribute to third parties.

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Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

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m i e s
nare
as h What
li c the Pre-requisites ?
a H
s a m It is expected that participants have
O • Experience on enterprise application architecture and
i l
implementation
t ti lif
life cycle
l
• Some exposure to analytical and reporting tools
• Domain experience in Business Intelligence, Data
warehouse design and data modeling

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

6
Delivery Methodology
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

The course material will be delivered in an instructor led


training class via
• Slide
Slid presentations
t ti andd classroom
l llectures
t
• Class discussions
• Hand on Labs

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For Oracle employees and authorized partners only. Do not distribute to third parties.

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Slide Content
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m i e s
nCamp
as h Boot
li c Agenda
a H
s a m
O • Module 0: Course Introduction
• Module 1: Introduction to Oracle EPM Systems and BI
• Module
M d l 2:
2 OBI EE A
Architecture
hit t
Day 1
• Module 3: Oracle BI Installation
• Module 4: BI EE User Interface
• Module 5: Dashboards and Answers Development
• Module 6: Introduction to Dimensional Modeling
• Module 7: Exploring Oracle BI Repository
Day
y2 • Module 8: Building
g Basic Repository
p y
• Module 9: Testing and Deploying Repository
• Module 10: Complex Repository Modeling

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

7
Boot Camp Agenda
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Module 11: Using Multiple Sources


• Module 12: Hierarchies and Level Based Measures
Day 3
• Module 13: Using Variables
• Module 14: Using Non-Dimensional Data
• Module 15: Implementation Methodology and Best
Practices
• Module 16: Oracle BI Security
ble
Day 4 • Module 17: Cache Management
fe r a
• Module 18: Performance Tuning
t r a ns
• Module 19: MS Office Integration
on-
Day 5
• Case Study
• Assessment Test s an
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For Oracle employees and authorized partners only. Do not distribute to third parties.

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Slide Content
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c
Module e ns 0 Summary
as li
a H
s a m • This module provided an introduction to the OBIEE
O Boot Camp objectives, methodology and course
details
• We covered the detailed agenda for the five day
course, broken down by modules
• We will continue onto the Introduction to Oracle BI
Enterprise Edition in the next module.

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

8
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 1
Introduction to
Oracle’s EPM System and
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Module e ns Objectives
as li
a H
s a m • Describe Oracle’s overall EPM System
O • Define Business Intelligence and business
g
challenges
• Understand how OBIEE addresses those challenges
• Describe the Oracle BI products
• Define components of Oracle BI, used to support
business intelligence requirements

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Slide Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential

9
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Oracle EPM System Overview

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© 2008 Oracle Corporation – Proprietary and Confidential

m i@ Stu
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c e ns
as li
a H
s a m John Kopcke
O Senior Vice President
EPM Global Business Unit
Oracle Corporation

Oracle’s Vision for:


Enterprise Performance Management
“Moving from operational to management excellence.”

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© 2008 Oracle Corporation – Proprietary and Confidential

10
Oracle’s EPM Vision: Extend Operational
Excellence to Management Excellence
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Competitive
Advantage

MANAGEMENT EXCELLENCE

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s an OPERATIONAL EXCELLENCE

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For Oracle employees and authorized partners only. Do not distribute to third

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© 2008 Oracle Corporation – Proprietary and Confidential

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( o sa Enterprise
e to
m i System
Oracle’s
e n s Performance Management

Hash lic
m a
s a
O EPM Workspace

Performance Management
Applications BIBIApplications
Applications

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, Custom XML Process

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Slide Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential

11
Hyperion’s Product Suite
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Workspace
SQR Interactive Web Financial SmartView Financial
Production Reporting Analysis Reporting
Reporting Applications
Visual Explorer
Dashboard
D hb d
Builder

Essbase

ble
fe r a
Foundation
t r a ns
o n-
OLTP
s an SAP

ha ฺ
DW Files Legacy MDB

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h o o tG For Oracle employees and authorized partners only. Do not distribute to third

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Slide Content
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Contributed by:

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m i@ Stu
a s h this
m ah use
( o sa e to
h m i Oracle’s
c e ns Business Intelligence Evolution
as li
a H
s a m Auto Comms.
& Media
Energy
Public Interactive Reporting & Ad-hoc Proactive Disconnected MS Office

O
Sector Dashboards Publishing Analysis Detection Analytics Plug-in
and Alerts
Oracle, MSFT AD, Complex Consumer Financial High Insurance Life Travel
Other Other Service Sector
Mfg. & Contact Marketing Services Tech & Health Supply
Sciences & Trans
Portals MS Office Sun iPlanet, Novell
Sales Financial Workforce
Center Chain
Applications BI Tools Analytics
Analytics
Analytics Analytics Analytics
Others …
Analytics
Pipeline Churn Campaign Receivables / Supplier Employee
Analysis Propensity Scorecard Payables Analysis Performance Productivity
Triangulated Customer Response Customer Inventory Compensation
Forecasting Satisfaction Rates Profitability Analysis Analysis
Intelligent Caching Services

BI Server
Sales Team Resolution Product Product Procurement Compliance Simplified Business Model and Abstraction Layer
Effectiveness Rates Propensity Profitability Cycle Times Reporting Calculation and Integration Engine

Up-sell / Service Rep Loyalty and Regulatory Inventory Workforce BI Intelligent Request Generation and Optimized Data Access Services
Cross-sell Effectiveness Attrition Compliance Availability Profile Platform
Discounting Service Cost Market Basket Expense Employee Turnover
A l i
Analysis A l i
Analysis A l i
Analysis M
Managementt E
Expenses T d
Trends

Microsoft Multi- XML


Data
OLTP
Lead Service Campaign ROI Cash Flow Analysis BOM Analysis Return on
Oracle SQL TeradataIBM DB2 DimensionalExcel Conversion Trends
Warehouse
Human Capital

ODS Flat Files OLTP & ODS


Server Data Marts Systems
SAP BW Other
Data Warehouse
Data Mart
SAP, Oracle
Custom Apps
Files
Excel
Business
Process
Operational XML
& Analytic
Sources
Prebuilt adapters:

Transformation
OWB Relational
PRODUCT REGION
(ELT) OLAP
OLAP TIME
Data Mining
Relational Data Mining
Oracle Transformation

Data Mining

Oracle Discoverer
(Disco) TIME

1997 2001 2005 2007

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Slide Content
parties.
Contributed by:
© 2008 Oracle Corporation – Proprietary and Confidential

12
Oracle BI “Suite” Enterprise Edition (OBIEE)
Comprehensive, Integrated BI Suite
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Advantages:
Interactive Ad hoc Proactive Microsoft Reporting
Dashboards Analysis Detection Office & Consolidate and
and Alerts Publishing
standardize BI
tools
Unified BI
metadata and
Common Enterprise Information Model infrastructure
Seamless BI user
Oracle BI Server
ble
experience
Intelligent fe r a
Caching g Services
t r a ns
OLTP & ODS Data
Warehouse
SAP, Oracle
PeopleSoft, Siebel,
Files
Excel Business Data Federation
on-
an
Systems Data Mart Custom Apps XML Process
Intelligent Alerting
s
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m i@ Stu
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m ah use
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c e
Oracle’s ns Strategic EPM System
as li
a H Direction
s a m
O
Hyperion
H i Oracle
O l BI Oracle BI
System 9 BI+ Enterprise Enterprise
Tools Edition Edition
Interactive Reporting Plus (OBIEE)
SQR Production Reporting
Financial Reporting
Web Analysis (OBIEE+) BI Publisher

For Oracle employees and authorized partners only. Do not distribute to third
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parties.
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13
Oracle BI Enterprise Edition Plus
(OBIEE+)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Interactive Ad hoc Proactive Microsoft Reporting & Publishing


Dashboards Analysis Detection Office BI Publisher
and Alerts
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis

ODBC
Common Enterprise Information Model
Oracle BI Server
ble
fe r a
Set

a ns

nd
Goals
Align Plan

r
Insight

t
Performance

Exten
Action
Report
epo t Monitor

n-
Analyze

Data SAP, Oracle Files Performance


OLTP & ODS Business Hyperion
o
an
Systems Warehouse PeopleSoft, Siebel, Excel Process Management Essbase
Data Mart Custom Apps XML Applications

s
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m i@ Stu
a s h this
m ah use
( o sa e to
h m i Oracle’s
c e ns “EPM System”
as li
a H EPM Workspace

s a m Oracle BI Applications

O Sales
Service &
Contact
Center
Marketing
Order Mgmt
& Fulfillment
Supply Chain Financials
Human
Resources

Interactive Ad hoc Proactive Microsoft Reporting & Publishing


Dashboards Analysis Detection Office BI Publisher
and Alerts
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis
ODBC

Common Enterprise Information Model DW Schema

Packaged
Oracle BI Server
O

ETL Maps

Foundation
Set
Goals
Align Plan
Insight
Performance
Action
Report Monitor

Analyze

OLTP & ODS Data SAP, Oracle Files Business Performance Hyperion
Systems Warehouse PeopleSoft, Siebel, Excel Process Management Essbase
Data Mart Custom Apps XML Applications
For Oracle employees and authorized partners only. Do not distribute to third
Slide Content
parties.
Contributed by:
© 2008 Oracle Corporation – Proprietary and Confidential

14
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Business Intelligence

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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m i@ Stu
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h m i
c e
Business ns Intelligence Defined
as li
a H
s a m • Business Intelligence provides the tools required to
O answer business critical questions
• Determine if business is on track
• Spot trends and identify where things are going wrong
• Take insight driven actions
• Monitor results
• Examples:
• Show me the most profitable customers
• Show me product sales trends
• Show me sales for each district by month
• Compare sales this quarter with sales a year ago

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15
Typical BI Challenges
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Siloed BI deployments across apps and departments


• Changing data volumes
• Fragmented
g view of information
• No consistent definition of business metrics
• Differing requirements based on roles and position
• Report-centric model with backlog of new requests in IT
• Few users have timely and actionable information needed
ble
to optimize actions and decisions
fe r a
• Ineffective tools for timely processing and delivering
t r a ns
information
o n-
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third

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Slide
Slide Content
Content
parties.
Contributed
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by:

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m i@ Stu
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( o sa e to
h m i Advanced
c e ns Analysis Spans various Sources
as li
a H
s a m
O
kforce

Customers Suppliers
ment
Distributtion

ons
Marketing

ce
Service

Procurem
Operatio
Financ
s
Sales

HR / Work

Customers Suppliers

Customers Suppliers

How does call sales person tenure, training, & compensation


affect efficiency and cross-selling performance?

How does supplier performance impact customer satisfaction


and revenue?

How do I proactively manage risks of my receivables portfolio?

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16
Solution: Oracle BI
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Enabling the Insight Driven Enterprise


• Provides insight, processing and prebuilt solutions to
allow seamless access to critical business information
and acquire the business intelligence to achieve
optimal results
• Empower everyone
• Provide Real Time Intelligence
ble
• Use insights to guide actions fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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For Oracle employees and authorized partners only. Do not distribute to third

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Slide
Slide Content
Content
parties.
Contributed
Contributed by:
by:

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© 2008 Oracle Corporation – Proprietary and Confidential

m i@ Stu
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h m i
c
Oracle e nsBI
as li
a H
s a m • Is a next generation business intelligence platform
O • Provides optimized intelligence to take advantage of relational
database technologies
• Accesses
A d
data
t regardless
dl off itits organization
i ti or llayoutt
• Leverages and extends common industry techniques
• Data warehousing
• Dimensional modeling

For Oracle employees and authorized partners only. Do not distribute to third
Slide
Slide Content
Content
parties.
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Contributed by:
by:
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17
Oracle BI Enterprise Edition Plus
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Comprehensive suite of BI products featuring a unified highly


scalable architecture providing analytics from data spanning
various enterprise sources and applications
• Also provides integration with Hyperion and Oracle Essbase
• Includes interactive dashboards, ad-hoc query and analysis,
proactive delivery and alerts, real-time intelligence, disconnected
analytics and MS office integration
• Hot pluggable BI infrastructure integrates with any data source,
ble
ETL tool, business applications, application servers, security
fe r a
ns
infrastructure, portal technology and other front end analytical
tools
tools.
t r a
• Integrates with databases like Teradata, IBM DB2, SQL Server,
on-
an
SAP BW, MS Analysis services, flat files, XML data etc.
s
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For Oracle employees and authorized partners only. Do not distribute to third

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Slide
Slide Content
Content
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Contributed by:
by:

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m i@ Stu
a s h this
m ah use
( o sa e to
h m i Oracle
c e nsBI Enterprise Edition Plus
as li
H (OBIEE+)
ama
Os Interactive Ad hoc Proactive Microsoft Reporting & Publishing
Dashboards Analysis Detection Office BI Publisher
and
d Alerts
Al t
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis
ODBC

Common Enterprise Information Model


Oracle BI Server

Set
Extend

Goals
Align Plan
Insight
Performance
Action
Report Monitor

Analyze

OLTP & ODS Data SAP, Oracle Files Business Performance Hyperion
Systems Warehouse PeopleSoft, Siebel, Excel Process Management Essbase
Data Mart Custom Apps XML Applications

For Oracle employees and authorized partners only. Do not distribute to third
Slide Content
parties.
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18
Oracle BI Applications
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Built on the Oracle BI Enterprise Edition Plus platform providing


everything OBIEE does plus:
• Prebuilt metadata for common industry analytics processing such as
Sale Service
Sale, Service, Order Fulfillment
Fulfillment, Supply chain
chain, Financial Analytics
and so on
• Prebuilt role-based dashboards to support the needs of line
managers to chief executive officers
• A prebuilt database (Oracle Data Warehouse) designed for
analytical processing with prebuilt routines to extract, load, and
ble
transform data from Oracle eBusiness Suite, PeopleSoft, Siebel and
fe r a
third party apps like SAP
t r a ns
n-
• Enables organizations to realize the value of customizable
packaged application such as rapid deployment, lower TCO and o
prebuilt best practices
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third

h
a den
Slide
Slide Content
Content
parties.
Contributed
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by:

y © 2008 Oracle Corporation – Proprietary and Confidential

m i@ Stu
a s h this
m ah use
( o sa e to
h m i Oracle
c e nsBI Enterprise Edition Plus
as li
H (OBIEE+)
sama w/ BI Applications
Oracle BI Applications

O Sales
Service &
Contact
Center
Marketing
Order Mgmt
& Fulfillment
Supply Chain Financials
Human
Resources

Interactive Ad hoc Proactive Microsoft Reporting & Publishing


Dashboards Analysis Detection Office BI Publisher
and Alerts
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis
ODBC

Common Enterprise Information Model DW Schema

Packaged
Oracle BI Server
O

ETL Maps
Extend

Set
Goals
Align Plan
Insight
Performance
Action
Report Monitor

Analyze

OLTP & ODS Data SAP, Oracle Files Business Performance Hyperion
Systems Warehouse PeopleSoft, Siebel, Excel Process Management Essbase
Data Mart Custom Apps XML Applications

For Oracle employees and authorized partners only. Do not distribute to third
Slide Content
parties.
Contributed by:
© 2008 Oracle Corporation – Proprietary and Confidential

19
Oracle BI Applications
Multi-Source Analytics with Single Architecture
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Comms Complex Consumer Financial High Insurance Life Public Travel


Auto & Media Sector Energy Services Tech Sciences Sector & Trans
Mfg & Health

Service & Order


Supply
pp y Human
Sales Contact Marketing Management Financials
& Fulfillment Chain Resources
Center
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis

Sales Team Resolution Product Cycle Time Procurement Customer


& Product HR Compliance
ble
Effectiveness

Up-sell /
Rates

Service Rep
Propensity

Loyalty and
Analysis

Backlog
Cycle Times

Inventory
Profitability Reporting

Workforce
fe r a
ns
P&L Analysis
Cross-sell Effectiveness Attrition Analysis Availability Profile

t r a
n-
Cycle
C l Ti
Time Service
S i Cost
C t Market
M k t Basket
B k t Fulfillment Employee
E l E
Expense Turnover
T
Analysis Analysis Analysis Status Expenses Management Trends

o
an
Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital

s
ha ฺ Other Operational
Prebuilt adapters:
) & Analytic Sources

ฺ c om uide
Oracle BI Suite Enterprise Edition

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c
Oracle e nsBI Components
as li
a H
s a m • Oracle Interactive Dashboards
O • Oracle Answers
• Oracle Delivers
• Oracle BI Publisher
• Oracle BI Server and Oracle BI Presentation Server
• Oracle BI Administration Tool

For Oracle employees and authorized partners only. Do not distribute to third
Slide
Slide Content
Content
parties.
Contributed
Contributed by:
by:
© 2008 Oracle Corporation – Proprietary and Confidential

20
Oracle BI Dashboards
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Guided experience leads user from insight to action


• Intuitive and interactive dashboards
• Personalized, function-specific and role-based

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third

h
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Content
parties.
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by:

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c
Oracle e nsAnswers
as li
a H
s a m • On-demand user interface to analytical information
O • True business user self sufficiency
• Create, modify and author analysis, reports and Dashboards
On-demand
query requests
Point-and-
click BI

Real-time answers
to requests
Easy charting

For Oracle employees and authorized partners only. Do not distribute to third
Slide
Slide Content
Content
parties.
Contributed
Contributed by:
by:
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21
Oracle Delivers
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Platform to launch jobs (intelligence Bots)


• Scheduled to proactively identify problem / opportunity
• Automated analytics workflows and processes
• Proactive delivery of real-time, personalized, and actionable
intelligence via Web, wireless, mobile, and voice

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third

h
a den
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Slide Content
Content
parties.
Contributed
Contributed by:
by:

y© 2008 Oracle Corporation – Proprietary and Confidential

m i@ Stu
a s h this
m ah use
( o sa e to
h m i
c
Oracle e nsBI Server and Oracle BI Web
as li
a H
s a m • Services that access data and return results to the
O user
• Determine appropriate source,
source generate SQL,
SQL and
merge and sort as necessary

For Oracle employees and authorized partners only. Do not distribute to third
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Slide Content
Content
parties.
Contributed
Contributed by:
by:
© 2008 Oracle Corporation – Proprietary and Confidential

22
Oracle BI Administration Tool
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Tool to build a metadata model


• Outputs a repository file that is used by the services
to resolve requests in an optimized fashion

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third

h
a den
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Slide Content
Content
parties.
Contributed
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by:

y
© 2008 Oracle Corporation – Proprietary and Confidential

m i@ Stu
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h m i
c
Summarye ns
as li
a H
s a m • This module showed you how to:
O • Define and describe business BI and business intelligence
• Identify the BI business challenge and the solution provided
b O
by Oraclel BI products
d t
• Define and describe data warehousing
• Define and describe data modeling
• Identify and describe the Oracle BI products and
components used to support business intelligence
requirements

For Oracle employees and authorized partners only. Do not distribute to third
Slide
Slide Content
Content
parties.
Contributed
Contributed by:
by:
© 2008 Oracle Corporation – Proprietary and Confidential

23
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 2
OBIEE Architecture

ble
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Contributed by:

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c
Module e ns Objectives
as li
a H
s a m • Identify major components of an Oracle BI
O architecture
• Describe the function of each component
p
• Understand the relationships among components

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

24
Oracle BI Suite Enterprise Edition
Unified Business Intelligence Infrastructure
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Interactive Reporting & Ad-hoc Proactive Disconnected MS Office Web


Dashboards Publishing Analysis Detection Analytics Plug-in Services
and Alerts

Enterprise Business Model and Abstraction Layer

Oracle Intelligent Caching Services

ble
BI Server Multidimensional Calculation and Integration Engine

fe r a
ns
Intelligent Request Generation and Optimized Data Access Services

t r a
on-
OLTP & ODS
Systems
s an
Data Warehouse
Data Mart
SAP, Oracle
PeopleSoft, Siebel,
Files
Excel
Business
Process

ha ฺ
Custom Apps XML

)
ฺ c om uide
h o o tG For Oracle employees and authorized partners only. Do not distribute to third parties.

a den
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

y
m i@ Stu
a s h this
m ah use
( o sa e to
h m i Oracle
c e nsBI Architecture
as li
a H 

s a m Oracle BI 
Role Based Dashboards
Analytic Workflow

O Dashboards by Role
Reports, Analysis / Analytic
Presentation
Services


Guided Navigation
Security / Visibility
Workflows  Alerts & Proactive Delivery
Administration

Metrics / KPIs
 Logical to Physical Abstraction Layer
Metadata

Oracle BI  Calculations and Metrics Definition


Logical Model / Subject Areas
Server  Visibility & Personalization
Physical Map  Dynamic SQL Generation

Data Warehouse /
Data Model  Abstracted Data Model
Direct
 Conformed Dimensions
Load Process
Access to  Heterogeneous Database support
DAC
C

S
Source
Data Staging Area ETL  Database specific indexing

Extraction Process
 Highly Parallel
 Multistage and Customizable
 Deployment Modularity

Oracle SAP R/3 Siebel PSFT EDW


Other
Federated Data Sources Slide Content
Contributed by:

25
Oracle BI Architecture
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Is made up of five main components:


• Clients
• Oracle BI Presentation Server
• Oracle BI Server
• Oracle BI Scheduler Clients
• Data Sources
Oracle BI Presentation Server
ble
fe r a
Oracle BI
Server
Oracle BI
Scheduler
t r a ns
on-
s an Data Sources

) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
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h m i
c
Clientse ns
as li
a H
s a m • Provide access to BI information via Web browser
O • Oracle Dashboards
• Oracle Answers
• Oracle Delivers

Clients
Access BI
information
via Web Oracle BI Web Server
browser
Oracle BI Oracle BI
Server Scheduler

Data Sources

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

26
Oracle BI Web Server
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Provides the request


processing to BI server
• Is installed as a web server
extension
• Reads from a web catalog Clients
directory structure which
stores the application
Oracle BI Web Server
configuration
ble
• Receives data from the
fe r a
Oracle BI Server and Oracle BI
Server
Oracle BI
Scheduler
t r a ns
renders it to the client in
o n-
an
required format
s
ha ฺ
Data Sources

)
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
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Slide Content
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h m i
c
Oracle e nsBI Web Catalog Structure
as li
a H • Stores dashboards, pages,
s a m request and filter definitions
O • Is customized and managed
b Oracle BI Catalog Manager
by Cli t
Clients

• Contains security information


Webcat
regarding permissions and
accessibility of the application Oracle BI Web Server
• OBI presentation server reads
the information at start up Oracle BI Oracle BI
S
Server Scheduler
• Name of the web catalog to
use is specified in the
instanceconfig.xml file on the Data Sources
web server
For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

27
Oracle BI Server
• Provides efficient processing to intelligently access the physical
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

data sources and structures the data


• Uses metadata model to direct Oracle BI Server
processing
 Clustering Services
• Generates
G t dynamic
d i SQL tot query data
d t  Parallel Query Execution Engine
in the data sources  Intelligent Multi-Level Caching Services
 Scheduling Services (Batch / Event-Driven)
• Connects natively or via ODBC to the  Data Mining Services
RDBMS Clients
• Structures results to satisfy requests
ble
• Merges results when it generates
multiple queries
Oracle BI Web Server
fe r a
• Ca
Calculates
cu ates measures
easu es ono result
esu t sets
t r a ns
n-
when necessary Oracle BI Oracle BI
Server Scheduler
o
an
• Provides the data to the Oracle BI Web
Server
s
ha ฺ
) Data Sources

ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
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h m i
c
Oracle e nsBI Server Details
as li
a H
s a m • Oracle BI server uses various components to read
O configuration information and deliver required results
• Metadata configuration repository (.rpd)
• Server configuration file (NQSConfig.ini)
• Database configuration files (DBFeatures.ini)
• Cache entries
• Log files
Cache
NQSConfig.ini NQServer.log
Oracle BI
Server
DBF t
DBFeatures.ini
i i NQQ
NQQuery.log
l
.rpd

Oracle BI Administration Tool

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

28
Repository File (.rpd)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Contains application metadata


• Is created, modified and managed using the Oracle BI
Administration Tool
• Consists
C i t off th
three llayers
• Presentation: Specifies the users view of the model; rendered in
Oracle Answers
• Business: Models the data sources into facts and dimensions
• Physical: Represents the data sources
ble
Cache

fe r a
ns
NQSConfig.ini NQServer.log
Oracle BI
Ser er
Server
t r a
n-
DBFeatures.ini NQQuery.log
o
an
.rpd

s
ha ฺ
) Oracle BI Administration Tool

ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
a den
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

y
m i@ Stu
a s h this
m ah use
( o sa e to
h m i
Cachec e ns
as li
a H • Is used to avoid redundant queries to the database
s a m and speed up the query processing
O • BI server stores query results in the cache file,
specified in the config file
• Query caching can be disabled
Cache
NQSConfig.ini NQServer.log
Oracle BI
Server
DBFeatures.ini NQQuery.log
.rpd
rpd

Oracle BI Administration Tool

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

29
NQSConfig.ini
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Is a configuration file that stores critical information


used by OBI server at startup
• Specifies values that determine application settings
and control request processing, such as:
• Which repository (.rpd) to load
• Setting server performance parameters
• Enabling or disabling cache
Cache
ble
NQSConfig.ini NQServer.log
fe r a
ns
Oracle BI
DBFeatures ini
DBFeatures.ini
Server
NQQuery log
NQQuery.log
t r a
.rpd
on-
s an
) ha ฺ Oracle BI Administration Tool

ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
a den
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

y
m i@ Stu
a s h this
m ah use
( o sa e to
h m i
c e ns
DBFeatures.ini
as li
a H
s a m • Is a configuration file which stores the parameters
O supported and specified for the data source
• Used by OBI Server to optimize query generation
• Specifies values that control SQL generation

Cache
NQSConfig.ini NQServer.log
Oracle BI
Server
DBFeatures ini
DBFeatures.ini NQQuery log
NQQuery.log
.rpd

Oracle BI Administration Tool

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

30
Log Files
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• NQServer.log records Oracle BI Server messages


• NQQuery.log records information about query
requests

Cache
ble
NQSConfig.ini NQServer.log
fe r a
ns
Oracle BI
DBFeatures ini
DBFeatures.ini
Server
NQQuery log
NQQuery.log
t r a
.rpd
o n-
s an
) ha ฺ Oracle BI Administration Tool

ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
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Slide Content
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h m i
c
Oracle e nsBI Scheduler
as li
a H
s a m • Manages and executes jobs
O requesting data analytics
Clients

• Schedules reports to be O
Oracle
l BI Web
W b Server
S
delivered to users at specified
times and devices Oracle BI Oracle BI
• Runs as a service in Windows Server Scheduler

• Managed using Oracle BI


Administration Tool Data Sources

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
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31
Data Sources
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Contain the business data that users want to analyze


• Can be in any format, such as relational databases,
OLAP databases, flat files, XML other ODBC sources

• Oracle Data Warehouse is a


predefined data source to Clients
support analysis of Oracle
eBusiness, PeopleSoft, Siebel
and various third party
Oracle BI Web Server
ble
application (SAP) data
fe r a
• Is in a star schema format Oracle BI
S
Server
Oracle BI
S h d l
Scheduler
t r a ns
• Is included with Oracle BI
o n-
Applications
s an Data Sources

) ha ฺ
ฺ c om uide
o o tG
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h m i
ETL c e ns
Overview
as li
a H • Three approaches to accessing / loading

s a m source data
• Batch ETL
Oracle Data
Warehouse

O • Low Latency ETL


oad

• Direct access to source data from Oracle BI


Server
Lo

Source Independent Layer


• ETL Layered architecture for extract,
universal staging and load
• Provides isolation, modularity and extensibility
• Ability to support source systems version Staging Tables
changes quickly
• Ability to extend with additional adapters
• Slowly changing dimensions support
• Architected for performance Extract
act

• All mappings architected with incremental Power Power


Extra

extractions Connect
C Connect
C
SQL

SQL

SQL

• Highly optimized and concurrent loads


ABAP
SQL

• Bulk Loader enabled for all databases


• Datawarehouse Application Console (DAC)
App Layer

App Layer

Siebel
• Application Administration, Execution and OLTP
Oracle Other
Monitoring
PeopleSoft SAP

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

32
Data Warehouse Application Console (DAC)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• DAC is a metadata driven administration and deployment tool for ETL and
data warehouse objects
• Used by warehouse developers and ETL Administrator
• Application Configuration
• Manages task dependencies and relationships
• Allows creating custom ETL execution plans
• Allows for dry-run development and testing
• Execution
• Enables parallel loading for high performance ETL
• Facilitates index management and DB statistics collection
• Automates change capture for Siebel OLTP
ble
• Assists in capturing deleted records
fe r a
ns
• Fine grain restartability
• Monitoring
t r a
• Enables remote admin and monitoring
on-
an
• Provides runtime metadata validation
• Provides in-context documentation
s
ha ฺ
)
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

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h m i
c e ns
Implementation Architecture
as li
a H • Oracle BI components are often implemented across
s a m several computers on the network
O • For example: BI Server

Web-based Client Web Server Data Server

Scheduler Server

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

33
Clustering Oracle BI Servers
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Cluster Server Feature


• Allows up to 16 Oracle BI Servers in a network domain to act
as a single server
• Servers
S in
i cluster
l t share
h requests
t from
f multiple
lti l Oracle
O l BI
clients, including Oracle BI Answers and Oracle BI Delivers
• Cluster Controller is primary component of the Cluster
Server feature
• Monitors status of resources in a cluster and performs ble
session assignment as resources change
fe r a
• Supports detection of server failures and failover for ODBC
t r a ns
clients of failed servers
on-
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
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Slide Content
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a s h this
m ah use
( o sa e to
h m i
c
Summarye ns
as li
a H
s a m • This module showed you how to:
O • Identify the major components that make up the Oracle BI
architecture
• Describe the role of each component in the architecture
• Describe the relationships among the components

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

34
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 3
Oracle BI Installation

ble
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) ha ฺ
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a s h this
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( o sa e to
h m i
c e ns
Objectives
as li
a H
s a m • Basic installation architecture
O • System requirements and supported platforms
• Installation pre-requisites
pre requisites
• Database connectivity/clients
• Installing Oracle BI Server
• Installing Oracle BI Presentation Server
• Installing Oracle BI Scheduler
• Verifying
y g installation

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

35
Basic Installation Architecture
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Three main server components


• Oracle BI Server
• Oracle BI Presentation Server
• Oracle BI Scheduler

• Default Directories
• Server files path - C:\OracleBI
ble
• Data files path - C:\OracleBIData
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

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h m i
Basicc e nsInstallation Architecture…
as li
a H
s a m • Key components
O • Oracle Business Intelligence Server
• Oracle Business Intelligence Dashboard
• Oracle Business Intelligence Answers (ad hoc query and
analysis)
• Oracle Business Intelligence Delivers (proactive detection
and alerts)
• Oracle Business Intelligence Publisher
• Oracle Business Intelligence Disconnected Analytics
• Oracle Business Intelligence Server Administrator

For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:

36
System Requirements & Platforms
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Refer to the Oracle BI System Requirements and


Supported Platforms document
• For the Windows platform

Operating System  Additional Requirements

Microsoft Windows 2000 Service Pack 4 or later
ble
fe r a
Microsoft Windows XP 
Professional Edition
P f i l Edi i
None
t r a ns
on-
Microsoft Windows 2003 (64 bit)
s an Service Pack 1 or later

) ha ฺ
ฺ c om uide
o o tG
For Oracle employees and authorized partners only. Do not distribute to third parties.

h
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Supportedns Platforms
as li
a H
s a m • Windows
O • Unix
• Solaris
• HP-UX
• IBM AIX
• Linux

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37
Installation Pre-Requisites
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Java SDK 1.5.0 or Higher


• Web Server (Microsoft IIS server)
• Database connectivity tools (ODBC,
(ODBC OCI etc.)
etc )

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Database ns Connectivity / Clients
as li
a H
s a m • OLTP
O • OLAP
• Flat Files
• Oracle
• SQL*Server
• Teradata etc.

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Installing Oracle BI Server
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• Run Oracle BI Installer and select the Installation


Location (default) C:\OracleBI
• Select the Installation Type
yp as ‘Basic’

ble
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Installing
as li
a H
s a m • Select the Setup type as ‘Complete’
O

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Installing Oracle BI Server…
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Specify the location of your JDK folder


C:\ProgramFiles\Java\jdk1.6.0_06
• Specify
p y yyour Administrator p
password for oc4jj

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Installing
as li
a H
s a m • Set the Account “LocalSystem”
O

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Installing Oracle BI Server…
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• Next screen shows the summary of items to be


installed at specified location.

ble
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Installing
as li
a H
s a m • Installation begins showing the Progress on the
O Progress bar

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Installing Oracle BI Server…
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• Note the success message after the Installation

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Installing
as li
a H
s a m • After the installation is complete, installation summary
O screen appears

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42
Installing Oracle BI Server…
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• System prompts for a restarts at the end of installation

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Installing
as li
a H
s a m • After system restart, OC4J service is initialized
O • Usually runs under the user logged onto the server
g
• Can be configured to run as a system
y service

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43
Verifying installation…
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• To test the Oracle BI Client under Windows


• Navigate to Start > Programs > Oracle Business Intelligence
> Presentation Services
• Enter
E the
h username and d password d
• Verify that Answers and Dashboards Screen appears
• Navigate to Start > Programs > Oracle Business Intelligence
> Administration Tool
• Verify that Admin Tool utility opens correctly
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m i e s
nExcel
as h Copy
li c Data Source Files
a H
s a m • Paints data used in this class will be sourced from
O four MS excel files which are provided to you by your
instructor
• Receive these files and copy them to the following
location on your hard drive
• <Home>:\OracleBI\server\Sample\paint

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44
Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• This module provided an overview of


• Oracle BI installation architecture
• Supported platforms and system requirements
• Pre installation tasks
• Installation process

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as li
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s a m
O <Insert Picture Here>

Module 4
Oracle BI User Interface

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45
Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Understand various components of Oracle BI user


interface
• Understand Oracle BI Answers,, Dashboards and
Delivers
• Use Oracle Answers to construct, modify, and save
BI requests
• Navigate a Oracle BI Intelligence Dashboard
ble
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Oracle e nsBI User Interface
as li
a H
s a m Interactive Reporting & Ad-hoc
Proactive
Disconnected MS Office Web
O Dashboards Publishing Analysis
Detection
and Alerts
Analytics Plug-in Services

• Intuitive, self serve application that allows users to


access analytical content within the Oracle BI solution
• Primarily consist of interactive Dashboards, Oracle
Answers, Oracle Delivers and Administrative pages
• Interactive dashboards are dynamic pages
pages, prebuilt to user
requirements and shared among select group of users
• Answers provides a self serve ad-hoc analytics environment
• Delivers allows users to schedule and deliver prebuilt
requests based on time or events

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46
Intelligence Dashboards
• Are pages in a Oracle BI application used to display:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Results of one or more saved Oracle BI requests


• Other content items, such as
• Links to Web sites
• ActiveX objects
• HTML text
• Links to documents
• Embedded content: images, text, charts, tables
ble
• Are provided in Oracle BI applications
fe r a
• Can be created by Oracle BI users or application developers
t r a ns
n-
• Can be shared by common groups of users
o
an
• Can be modified based on personal preferences and business
needs
s
ha ฺ
)
ฺ c om uide
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Accessingns Intelligence Dashboards
as li
a H • To access Intelligence Dashboards, visit the application URL

s a m (http://<host name>/analytics) and enter your login information


O • The application opens up with default dashboard (My
Dashboard)

Other dashboards that


user has access to
appear in the top list Dashboards display
request results and
embedded content

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47
Dashboards Objects
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Page Tabs

Embedded Other links


folder
structure

Column Selector
ble
fe r a
t r a ns
on-
s an
ha ฺ
Report views

)
ฺ c om uide
o o tG
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Dashboardns Prompts
as li
a H • Allows users to filter the information on the entire dashboard with

s a m a single selection
O • Can be applied on a single page or entire dashboard

Dashboard Prompts

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Accessing Saved Dashboards
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Select Dashboards tab to access saved dashboards


in Oracle Answers
Dashboards
can be saved in
personal and
shared folders

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Viewinge ns Intelligence Dashboard Detail
as li
a H
s a m
O

Click to
drill down

Dashboard
displays detail data

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Viewing Different Data or View
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Select the available column / view from the drop down

Select from
drop down

ble
fe r a
t r a ns
Displays
on-
an
selected
column
s
ha ฺ
)
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Viewinge ns Embedded Requests
as li
a H • Click Modify button to view requests embedded in
s a m dashboards
O

Click Modify Request opens


button up in Answers

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Dashboard Page Options
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Allows additional interactive options


• Save selections and apply saved selections, bookmark etc.
• Edit Dashboard link allows users to modify the dashboard
content (Depending on the privileges)

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Additional
as li
a H
s a m • More Products
O • Provides access to
additional components
licensed

• Setting
• Provides access to
Administration and My
Account pages

• Links
• Print, Refresh and Add
to Briefing Book

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51
Administration
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• User interface to perform administrative tasks,


accessible for OBI presentation services administrator

Install information
for your solution

ble
Administrative
Tasks
fe r a
t r a ns
on-
s an
ha ฺ
Marketing Server
Administration
)
ฺ c om uide
o o tG
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Oracle e nsAnswers
as li
a H • Is the Oracle BI user interface used to query an
s a m organization’s data
O • Provides a set of graphical tools to create and execute
requests
t for
f information
i f ti
The left pane displays The right pane displays the
the content available to selected content and tabs for
build a requests working with requests

Content is organized into


virtual tables and columns

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Starting Oracle Answers
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Can be accessed from the Answers link within the


OBI application

Click
Answers link
My Dashboard to navigate
screen appears Answers
ble
after entering
login credentials
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s an
) ha ฺ
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Subjecte ns Areas
as li
a H • Contain information about the areas of your
s a m organization’s business
O • Have names that correspond to the type of
information they contain

Select a
Browse saved subject area
requests to create a
new request

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53
Creating Requests in Oracle Answers
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Steps for creating requests in Oracle Answers


include:
• Starting a request a request
• Creating/Modifying request criteria
• Changing column order
• Displaying request results
• Modifying results layout
ble
• Adding filters to requests
fe r a
• Saving a request
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on-
s an
) ha ฺ
ฺ c om uide
o o tG
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Constructing a Request
as li
a H
s a m • Select (Click) columns from presentation folders in the
O selection pane to create request criteria
Expand virtual
table folder to
display columns

Click columns to
select request criteria

Request criteria is
displayed in the
workspace

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54
Modifying Request Criteria
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Click appropriate icons


to modify the request

• Format column
• Edit column properties to control appearance and layout
• Edit formula
• Add a new function, such as ranking or moving averages
ble
• Add filter
fe r a
• Limit data that appears in a column
• Remove
R column
l t r a ns
on-
an
• Remove a column from the request criteria
• Order by
s
ha ฺ
)
• Determine sort order (ascending or descending)

ฺ c om uide
o o tG
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Changing ns Column Order
as li
a H
s a m • Drag and drop columns to change column order
O
Drag a column to
another location to
reorder the columns

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55
Displaying Request Results
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Click Results tab or Display Results button on the


request

ble
fe r a
t r a ns
Results are
displayed in
on-
an
compound layout

s
format, includes

ha ฺ
the Title and

)
Table views

ฺ c om uide
o o tG
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Modifyingns Results Layout
as li
a H
s a m • Change views to control appearance of results
O

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Adding Filters to Requests
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Filters limit request results


• Example: Limit the results of a request to list Regional Sales
comparison for years after 2001

ble
fe r a
t r a ns
on-
s an
) ha ฺ Filters can be

om uide
saved and reused

ฺ c
o tG
o
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Creating ns and Editing Filters
as li
a H
s a m • Use Create/Edit Filter dialog box to create and edit
O filters
Select values

Add Filter

Add values

Click OK

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57
Saving a Request
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Use Save Request to save a request in a personal or


shared folder

Click Save Request button to


open Choose Folder window

Create a
Choose personal new folder
ble
or shared folder

fe r a
t r a ns
Provide name
on-
an
and description

s
ha ฺ
)
ฺ c om uide
o o tG
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Summarye ns
as li
a H
s a m • This module showed you:
O • Various components of Oracle BI user interface
• Details of Oracle BI Answers
Answers, Dashboards and
Delivers
• Navigate a Oracle BI Intelligence Dashboard
• How to use Oracle Answers to construct, modify,
and save BI requests

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58
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 5
Developing Oracle
Dashboards & Delivers
ble
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Objectives
as li
a H
s a m • Create an Intelligence Dashboard
O • Use Intelligence Dashboard UI objects to construct
an Intelligence Dashboard
• Configure delivery devices
• Add delivery profiles
• Build Analytics alerts
• Create iBots
• Configure the Analytics Scheduler

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59
OBI Interactive Dashboards
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Provide personalized views of corporate and external


information
• Consists of one or more pages, which appear as tabs
across the top of the dashboard
• Display anything that you can access or open with
your Web browser such as:
• Oracle BI requests
• Alerts from Oracle BI Delivers ble
fe r a
ns
• Images
• Charts
t r a
• Tables
on-
• Text
s an
• Links to Web sites and documents
) ha ฺ
ฺ c om uide
o o tG
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i Interactive
as li
a H
s a m • Provide two types of views of corporate and external information
O • Personalized views
• Pre-configured views
• Can be created based on a user's permission
• Personal Dashboard pages can be viewed by going to My Dashboard
• Can be created and shared with groups of users with common
responsibilities or job functions
• Only by users with administrative privileges

Personalized content Pre-configured


M D
My Dashboard
hb d D hb d
Dashboards

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60
Dashboard Pages
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Appear as tabs across the top of the Dashboard


• Display anything that you can access or open with your Web
browser, such as saved Answers requests, alerts, images,
charts,, tables,, text,, and links to Web sites and documents

Dashboard
Pages
ble
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on-
s an
) ha ฺ
ฺ c om uide
o o tG
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Dashboardns Editor
as li
a H
s a m • Allows you to add, modify, or delete content
O • Navigate to Edit Dashboard from Page Options

Navigate using the


Page drop-down

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61
Dashboard Editor..
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Add Column
Dashboard Add Page
Properties button
button
Print
Properties

Navigate using the


ble
Page drop-down

fe r a
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on-
s an
) ha ฺ
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Dashboardns Properties
as li
a H • Dashboard properties control the page options
s a m • Styles controls format of Dashboard and results for display
O • The OBI Administrator may have created styles that you can
choose from
from. Default style is used if none is selected
• Page controls define sequence and security of pages

Style drop-down

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Dashboard Page Controls
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• In Dashboard Properties, pages can be:


• Added
• Renamed
• Deleted
• Reordered
• Hidden
Rename
ble
fe r a
t r a ns
Reorder
on-
s an
) ha ฺ Delete

ฺ c om uide
o o tG
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( o sa e to
h m i
c e
Dashboardns Objects
as li
a H
s a m • Are saved in the Web
O Catalog
• Add content to a
Dashboard by dragging and
dropping an object from the
selection pane onto the
Dashboard layout screen

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63
Dashboard Columns
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• Are not the same as columns in a Request


• Used to align content on a Dashboard
• Create as many columns on a Dashboard page as
you
o need
• Every new Dashboard page automatically contains one empty
column with one empty section in it
Additional
Add Column button column

ble
fe r a
Set column
width using
t r a ns
the column
Properties
on-
s an button

) ha ฺ
ฺ c om uide
o o tG
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Dashboardns Sections
as li
a H
s a m • Appear in columns in the Dashboard layout
O • Hold the content dragged and dropped from the
selection pane
• Organize content within a column

Section

Click and drag objects to


build Dashboard pages

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64
Dashboard Print Controls
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Pages can be printed using Adobe Acrobat PDF in


addition to using the browser’s Print command
• Print settings are independent for each Dashboard
page
Print Control button

ble
fe r a
t r a ns
n-
Print options dialog
box
o
s an
) ha ฺ
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o o tG
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Dashboardns Prompts
as li
a H
s a m • Filter the results of embedded requests to show only
O results that match the prompt criteria
q
• Filter all Requests embedded in a Dashboard or jjust
Requests on certain Dashboard pages
• Are created in Answers

New Dashboard
Prompt button.

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Dashboard Prompts Continued
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Specify whether the Dashboard prompt applies to the entire


Dashboard or a Dashboard page using the scope drop-down list
• Click-and-drag the column to prompt for (Note that the number of
columns can affect performance)
• Constrain the choices for a column depending on the selection
the user makes from the previous column using the Constrain
check box
New Dashboard
ble
Prompt button.

fe r a
ns
Operator
Show
Values
t r a
on-
s an
) ha ฺ
om uide
Constraints

ฺ c
o tG
o
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c e nsof Dashboard Content
as li
a H
s a m • There are two types of Dashboard Content:
O • Included
• Links to content
• Images
I
• Embedded
• Content that is displayed in a frame in the Dashboard
• Analytics Request is one kind of Embedded Content
• Drag a content object onto a section and click that object’s
Properties button to format

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66
Links & Images
• Takes user to the content by clicking a link or image
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

rather than displaying content inside frame


• Provides “lists” of choices
• Used for content that cannot be displayed in a frame
• Example: Some Web sites disallow content to show in a
frame

Link text

ble
fe r a
Path to content

t r a ns
on-
Path to image file

s an
) ha ฺ
ฺ c om uide
o o tG
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Embedded ns Content
as li
a H
s a m • Can be any file reached by a URL
O • Dashboard will allocate frame size based on what is
in the dialog box, not on the content’s dimensions
• Dashboard will add scroll bars to the frame if the
content is larger than the allocated frame size

Path to content

Leave bl
L blankk ffor d
default
f lt
frame size

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Text Object
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Can contain formatted text using tags, ActiveX


controls or Java scripts, sound bites, animation, and
so on
• Can contain anything that is supported by your
browser

ble
fe r a
ns
Click Preview to
view the results
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s an
) ha ฺ
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c
Folderse ns
as li
a H
s a m • Views of a Web Catalog folder and its contents, such
O as saved requests
• For example, if you have a collection of saved requests that
you run frequently, you can open the folder in the Dashboard,
navigate to a saved request, and click it to run it

Select Expand in order to


display the contents of the
folder as well as the folder
itself

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Folders Continued
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• Folders are represented graphically

Click a folder
to expand the
contents

ble
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) ha ฺ
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Creating ns Interactive Dashboards
as li
a H
s a m • Login to the application
O • Navigate to Presentation Services Administration
screen
• Create new dashboard
• Drag and drop dashboard objects
• Select display views
• Save Dashboard
• Assign users

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69
Interactive Dashboards: Step 1
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Click Manage
Interactive
Dashboards

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Interactive
as li
a H
s a m
O

Accessible
Dashboards

To create click:
Create Dashboard

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70
Interactive Dashboards: Step 3
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Specify the group (Inherits


the security of the group)

ble
Click finish
fe r a
t r a ns
Name the dashboard
on-
s an
) ha ฺ
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Interactive
as li
a H
s a m
O Click Dashboard

New dashboard is
empty and should
look like this

Click here to
add content

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71
Interactive Dashboards: Step 5
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Create New Column

Click
Save

ble
fe r a
Add content in Define object
t r a ns
n-
the column properties

o
s an
) ha ฺ
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Interactive
as li
a H
s a m
O

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72
Oracle BI Delivers
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Uses intelligence agents or Web robots, called iBots.


• iBots are driven by schedule or events.
• Steps to Enable iBots
• Retrieve delivery destinations for iBots
• Create iBots
• Publish iBots for subscription
• Deliver iBots to specified or dynamically determined users
ble
• Chain iBots
fe r a
• Chain iBots to custom scripts
t r a ns
• See iBot instance errors
on-
s an
) ha ฺ
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iBotsc e ns
as li
a H
s a m • Are the engine that executes the Requests and
O generates the response to the right person and
devices
• Have the following elements:
• Priority and visibility
• Conditional Request
• Schedule
• Recipients
• Delivery Content
• Destination
• Can also execute scripts and Workflow

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73
Alerts
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Are triggered when conditions configured in iBots are


met
• If an Alert is g
generated,, the Alerts! link will appear
pp at
the top of the Interactive Dashboard page
• Specific Alerts section can be added to any
Dashboard page
• An Alerts section will appear automatically on the first ble
page of My Dashboard
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Delivery ns Devices
as li
a H
s a m • Analytics content can be delivered to a variety of
O devices:
• Web Browser
• Email
• Pager
• Digital Cell Phone
• Wireless PDA
• Any other device capable of handling standards-based
communication

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74
Delivery Profiles
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Determine which device receives content for a given


user account

• Examples:
• Office profile that delivers content to Web Browser and office
email
• On The Road profile that delivers content to pager or PDA,
ble
depending on priority
fe r a
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on-
s an
) ha ฺ
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Creating ns Delivery Profiles
as li
a H
s a m • Setup My Account
O • Add Devices to your profile
• Add
dd Device
e ce deta
details
s
• Add Delivery Profiles
• Specify Device Priority

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Setup User Account
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Navigate to Delivers screen


• Select My Account from the Settings Drop Down

ble
Click Edit My
Account
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t r a ns
o n-
s an
) ha ฺ
ฺ c om uide
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h m i
Add c e ns
Device
as li
a H
s a m
O

Verify general user


preference options

Add Devices

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Specifying Device Detail
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Device Name : Email

ble
Device Type : HTML
Address/Number :
fe r a
ns
user@xyz

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on-
s an
) ha ฺ
ฺ c om uide
o o tG
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Setupc e nsDelivery Profile
as li
a H
s a m
O

Add delivery
profile

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77
Setup Delivery Profile (Cont..)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Name the profile

Click Finish
ble
fe r a
Specify content
t r a ns
n-
priority

o
s an
) ha ฺ
ฺ c om uide
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Configuring iBots
as li
a H
s a m • Configure the general tab
O • Configure the conditional request tab
• Configure the schedule tab
• Configure the recipients tab
• Configure the delivery content tab
• Configure the destinations tab
• Configure the advanced tab
• Save the iBot

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Create iBot
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Login to the application and navigate to Delivers


screen
• Create New iBot

ble
Click Create New iBot

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iBot c e ns
Overview
as li
a H
s a m • iBot overview tab provides a summary of iBot
O definition Click the
General Tab

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General Tab
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Specify the iBot priority: High, Normal or Low


• Define the data visibility rule
• If Non Personalized visibility is selected, specify the
Run As user ID to run the data as

ble
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Conditional Request Tab
as li
a H
s a m • Select which request triggers the iBot
O • The iBot is considered triggered if the request returns one or
more rows

Click to add
request

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80
Schedule Tab
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Three parameters define


an iBot schedule:
• Start date and time
Start
• Recurrence
• End date and time
• Time reference is based on
ble
the Scheduler server, not
fe r a
ns
Recurrence
the users machine
t r a
on-
s an
ha ฺ
End

)
ฺ c om uide
h o o tG
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Analyticsns Scheduler
as li
a H • Is the engine behind the iBots
s a m • Supports two types of jobs:
O • Unscripted jobs, called iBots, that you set up and submit
using Delivers
Delivers.
• Scripted jobs that you set up and submit using the Job
Manager feature of Administration Tool

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81
Recipients Tab
• Specify recipients: Self or specified list of users
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Specify subscription options: Publish for subscription

Recipients can be
determined
conditionally by the
results of a request

ble
fe r a
Users can choose
t r a ns
n-
to subscribe if iBot
is published for
o
an
subscription

s
ha ฺ
)
ฺ c om uide
o o tG
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Delivery ns Content Tab
as li
a H
s a m • Select which request is
O delivered
• Does not have to be the Select Delivery
C diti
Conditionall requestt th
thatt content
triggered the iBot
• Type in a headline
• Keep these short Choose Title
for emails
• Select message format
• Add additional message
content as necessary

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82
Configure the Destinations Tab
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Destinations: Dashboard or Delivery Profile


• Devices
• Selecting
g devices here will override the user’s delivery
y profile
p

ble
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on-
s an
) ha ฺ
ฺ c om uide
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c
System e ns Services
as li
a H
s a m • Oracle Administrators can create Analytics Server
O cache for individual users
• Cache seeding operation allows administrators to run
requests on Dashboard pages or those stored in the
Web Catalog, and create an Analytics Server cache
• Cache seeding speeds up response time for users
when they actually run the requests on the
Dashboards
• If data alreadyy exists in the cache for a g
given query,
q y,
the data is deleted and refreshed when the iBot runs

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83
Advanced Tab (Optional)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Specify one or more actions to execute when this iBot


completes
• Another iBot (often referred to as iBot chaining)
• Custom Script
• Workflow

ble
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Scripted ns Jobs
as li
a H
s a m • Analytics Scheduler supports two scripting languages:
O • VBScript
• JavaScript

• Example:
• Take the Analytics Server usage statistics that are logged in a
file and periodically load them into a back-end database. The
script defines the actions to be performed and when the
actions should be executed.

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84
Adding Scripted Jobs
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• Select Jobs > Add new job to add a scripted job

ble
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niBot
as h Save
li c
a H
s a m • Click the Save button
O • Name the iBot
• Click OK

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85
Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• This module showed you how to:


• Configure OBI Dashboards
• What is Delivers and iBots
• How to create my accounts
• Add delivery profiles
• Build Analytics alerts
• Create iBots
ble
• Configure the Analytics Scheduler
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as li
a H
s a m
O <Insert Picture Here>

Module 6
Introduction to
Dimensional Modeling

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Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Understand various types of data structures


• Define Data Warehouse
• Understand the need of Data Warehouse

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Transactional Systems
as li
a H
s a m • Also called OLTP (Online Transactional Processing)
O • Typical enterprise applications are transaction
intensive
• Storage and organization of this data is optimized for
high throughput and fast response
• The data model is optimized for Insert, Update &
Delete
• Uses a normalized schema storing information in a
single location and leveraging multiple joins

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Analytical Systems
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• Also called OLAP (Online Analytical Processing)


• Analytical systems are query intensive
• Storage
g and organization
g of the data is optimized
p for
handling complex queries involving data volumes
• Data model is optimized for fast query processing,
aggregation, slicing and dicing
• Uses a de-normalized data structure, duplicating data ble
which requires less joins for retrieval fe r a
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Transactional vs. Analytical Systems
as li
a H
s a m
O 
Transactional System
Manages individual transactions 
Analytical System
Responds to analysis queries
 Write-intensive  Read-intensive
 Constant updates, inserts, and  Static data loads
deletes  Queries return large datasets
 Queries return small datasets  Data highly aggregated
 Little data aggregation  Data pre-calculated for reporting
 Reports require calculation  Data optimized for Query
 Data optimized for storage and performance
read/write performance  Data de-normalized, flattened
 Data relatively normalized  Minimal table joins
 Multiple table joins  Used for complex analytics, reporting,
 Used for data entry and retrieval charts and pivot tables

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Data Warehouse
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

A data warehouse is a copy of transaction data specifically


structured for querying and reporting – Ralph Kimball

• Consolidates data from multiple sources


• Minimizes data inconsistencies and provides a single
version of truth
• Hold historical data ble
• Uses de-normalized data structure leveraging reduce fe r a
joins and simplified keys
t r a ns
• Employs technique called Dimensional Modeling on-
s an
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De-Normalizing Data If..
as li
a H
s a m • You have critical queries relying upon data from more
O than one tables
• You need to apply
pp y manyy calculations to one or manyy
columns for answering queries
• Different users need to access tables in different ways
during the same time frame
• Your users query certain columns a large percentage
of the time. Database designers consider 60 percent
or greater to indicate that de-normalization
de normalization may be an
option worth considering.

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89
Dimensional Modeling
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• Is the core foundation of data warehousing


• Is a technique for logically organizing business data in
a way that helps end users understand it
• Data is separated into facts and dimensions
• Users view facts in any combination of the dimensions
• Allows users to answer “Show me X by Y by Z” type
questions
ble
• Example: Show me sales by product by month
fe r a
Fact Dimension Dimension
t r a ns
on-
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Star c e ns
Schema
as li
a H • Organizes data into a central fact table with
s a m surrounding dimension tables
O • Each dimension row has many associated fact rows
• Dimension tables do not directly relate to each other

Dimension

Dimension Fact Dimension

Dimension

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90
Fact Table
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• Primary table in a dimensional model


• Contains business measures or metrics
• Contains foreign keys to dimension tables
• Usually stores numerical data
Customer

ble
fe r a
Product Sales Program
t r a ns
on-
an
• Dollars
• Units
• Shipments s
ha ฺ Time
)
ฺ c om uide
h o o tG
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Dimensionns Table
as li
a H
s a m • Contain attributes that describe business
O • May have a set of descriptive attributes
• Contain primary
p y keys
y to uniquely
q y identify y each
attribute
• Name
• Name Customer
• Address
• Product Line

Product Sales Program

• Name
• Month Time • Format
• Year

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91
Types of Dimensional Modeling
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• Star schemas
• Snowflake schemas

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Star c e ns
schemas
as li
a H
s a m • Star schemas have one-to-many relationships
O between the logical dimension tables and the logical
fact table.

Customer

Product Sales Program

Time

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92
Snowflake schemas
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• Snowflake schemas have those same types of


relationships, but also include one-to-many
relationships between additional dimensions.

Credit Line Customer Address

ble
fe r a
Product Sales Program
g
t r a ns
on-
s an
Time
) ha ฺ
ฺ c om uide
h o o tG
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DW c e ns Types
Table
as li
a H
s a m • Typical data warehouse includes various types of
O tables to hold different information
• Facts
• Aggregate Fact
• Dimensions
• Mini Dimension
• Subset Dimension
• Slowly Changing Dimension
• Hierarchy Table

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93
Summary
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• In this module you learned


• Difference between OLTP and OLAP databases
• Need and characteristics of data warehouse
• Dimensional modeling as used in data warehouse
• Components of a star schema
• Various types of tables used in Data Warehouse environment

ble
fe r a
t r a ns
on-
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as li
a H
s a m
O <Insert Picture Here>

Module 7
Exploring Oracle BI
Repository

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94
Objectives
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• Explore Oracle BI Metadata Objects


• Identify the three layers of OBI Repository
• Explore
p Administration Tool to view and modify
y the
repository

ble
fe r a
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on-
s an
) ha ฺ
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Oracle e nsBI Repository
as li
a H
s a m • Stores the metadata used by the Oracle BI Server
O • Is accessed and exposed using the BI Administration
Tool
• Is created by the architect who:
• Imports metadata from databases and other data sources
• Simplifies and reorganizes the metadata into business
models
• Structures the business model for presentation to users for
requesting information

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Oracle BI Repository Location
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• Repository is stored in the


…\OracleBI\Server\Repository directory

Default location
of repository files

ble
fe r a
t r a ns
on-
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ha ฺ
Oracle BI
Repository file
)
ฺ c om uide
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Openinge ns a Repository File
as li
a H
s a m • Select Start > Programs > Oracle BI > Oracle BI
O Administration to open the Oracle BI Administration Tool
p > Online ((Or Offline)) < Repository
• Select Open p y

Alternatively,
double-click the
.rpd file to open it

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Repository Edit Modes
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• OBI repository can be edited in the Offline mode


• Oracle BI Server is not started—repository is not loaded into
server memory
• All development and major enhancements should be made in
the offline mode
• OBI Repository can be opened in Online mode also
• Oracle BI Server is started, repository is loaded in server
memory
ble
• Objects are checked out for editing and checked in for saving
fe r a
• Care should be taken when editing repository in the online
t r a ns
mode, since changes affect users in real time
on-
an
• Should only be used for minor administrative tasks
s
ha ฺ
)
ฺ c om uide
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BI c e ns
Administration Tool
as li
a H
s a m • Utility that allows you to access the repository and
O view physical, logical and presentation object
definitions

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Presentation Layer
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• Contains Presentation Catalog objects that provide a


customized view of a business model to users

ble
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t r a ns
on-
s an
) ha ฺ
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Presentation Layer
as li
a H
s a m • Is users view of the data
O Paint appears as a subject
area in Oracle Answers

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Business Model (Logical) Layer
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• Presents business view of the data by simplifying the


physical data model
• Forms the basis for hierarchies,, calculations and
aggregations

ble
fe r a
t r a ns
on-
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) ha ฺ
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Business ns Model Layer
as li
a H
s a m • Groups similar business information into a Star
O Schema format
• Measures and Attributes are clearly defined in this layer

Hierarchies

Attributes

Measures

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Logical Tables
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• Logical Table contains logical columns that can be


mapped to one or more physical columns from the
physical layer

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on-
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Logicale ns Table Sources
as li
a H
s a m • Expand logical sources folder to physical table source
O

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Dimensional Hierarchy
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• Represents a parent child relationship within a dimension


• Facilitates aggregates and level based analysis of data

Year

ble
Month
fe r a
t r a ns
on-
an
Week
s
ha ฺ
)
ฺ c om uide
h o o tG
a den
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Physical ns Layer
as li
a H
s a m • Physical data source structure is represented by the
O physical layer objects

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101
Physical Layer Objects
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• Database object represents a physical database, it


contains objects such as:
• Connection Pool: Provides connection parameters between
the Oracle BI Server and physical data source
• Schema folder: Represents the physical schemas where the
tables and columns are located
Database object
ble
fe r a
Connection Pool object

t r a ns
on-
an
Schema folder

s
ha ฺ
)
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Repository Tools
as li
a H
s a m • Update All Row Counts: Updates the row counts of all
O the tables in the physical layer
g
• Show Contingency y Checker: Launches Consistencyy
checker utility
• Query Repository: Allows you to search for specific
objects in the repository
• Options: Provides various
admin tool display options

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102
Query Repository Feature
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• Allows you to examine the repository metadata


objects
• Search objects based on a name
• Search objects based on type:
• Catalog
• Physical column
• Complex join
ble
• Key
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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Summarye ns
as li
a H
s a m • This module showed you how to:
O • Identify and describe the three layers of a Oracle BI
Repository and how they relate to one another
• Use the BI Administration Tool to view the properties of the
repository objects

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103
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 8
Building Basic Repository

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Objectives
as li
a H
s a m • Identify the objects in the Physical layer of a
O repository
• Define a System
y Data Source Name ((DSN)) for a
data source
• Build the Physical layer
• Identify objects in the Logical layer in the repository
• Building the Logical layer of the Repository
• Identify the objects in the Presentation layer of the
repository
it
• Building the presentation layer of the repository

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Physical Layer
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• Is the metadata that describes the source of the


analytical
y data
• Defines what the data is, how the data relates, and
how to access the data
• Is used by the Oracle Business Intelligence Server to
generate SQL to access the business data to provide ble
answers to business questions fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Physical ns Layer
as li
a H
s a m • Physical layer is the first layer built in the repository
O • Is developed within the Oracle BI Administration Tool
• Can be imported
p from the source information

Data Source

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105
Data Sources
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Oracle BI Server can access data stored in:


• Normalized schema databases
• Star or snowflake schema databases
• Flat files
• Spreadsheets
• XML
• And so on
ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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nSources..
as h Data
li c
a H
s a m • OBI server connects to data sources via:
O • An ODBC Data Source (generic) driver
• Native drivers for Oracle and DB2

Data source to access


an Oracle database

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106
Connection Pool
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• Specifies the ODBC or


native data source name
• Allows multiple
p users to
share a pool of database
connections
• You can create multiple
connection pools to improve
ble
performance for groups of
users fe r a
• E.g.
E g Dedicated connection pool
ODBC Data
Source name
t r a ns
for executive analytics
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
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Tables e nsand Columns
as li
a H
s a m • Represent the physical structure of the data
O • Import only the tables and columns needed for analytical
processing

Table

Columns

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107
Key Columns
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• Primary Key
• Uniquely identifies a single row of data
• Comprised of a column or set of columns
• Set of columns represent a compound or composite key
• Identified by icon
• Foreign Key
• Refers to the primary key columns in another table
ble
• Comprised of a column or set of columns
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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Joinsc e ns
as li
a H
s a m • Represent the Primary Key – Foreign Key relationships
O between tables in the Physical layer
• Complex joins are used to express relationships that do not involve
a Primary Key – Foreign Key relationship
• Used to formulate the join when building the SQL

Double-click to
view Properties

Joins

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108
Physical Layer Objects
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• Are organized in the Administration Tool in a


hierarchy:

Maintains different
schema definitions

ble
Represents the metadata

fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Building ns Physical Layer
as li
a H
s a m • Define DSN for given data source
O • Test database connectivity
• Import data source schema or build the physical
objects manually
• Define connection pool
• Create physical joins

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109
Define System DSN
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• Use the ODBC Data Source Administrator to define a


System DSN for each data source

ble
fe r a
t r a ns
n-
Provides the Oracle BI
Server with information to
o
an
connect to the Paint data
source
s
ha ฺ
)
ฺ c om uide
h o o tG
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m i e s
nConnectivity
as h Test
li c
a H
s a m • Use the Oracle BI ODBC Client Tool to test the
O connection to physical data sources
• Start > Programs > Oracle BI> Oracle BI ODBC Client

Select Utility > Enter SQL Query


to execute a query to verify your
connection to the data source

Select File > Open


Database to select the
desired DSN

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110
Define System DSN for Paint.xls
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• Go to ODBC Data Source Administrator and define a


System DSN for the Excel data source

ble
fe r a
t r a ns
on-
s an
Select Microsoft Excel
Driver
) ha ฺ
ฺ c om uide
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c
Define e nsSystem DSN for Paint.xls
as li
a H
s a m • In the new DNS dialogue box, enter the DSN name
O and select the appropriate file location

Select the appropriate file


path

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111
Import Schemas
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• Use the Oracle BI Administration Tool to import the


data source schema

Select File > Import

ble
fe r a
t r a ns
n-
Select
S l t the
th Paint
P i t database
d t b ODBC
source to import metadata into
o
an
the Physical layer

s
ha ฺ
)
ฺ c om uide
h o o tG
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Importe ns Schemas..
as li
a H
s a m • Select the tables and columns needed to support the
O business model
• Limit to tables and columns needed to support the user’s
analytic requirements

Import the tables and


columns identified in
Paints business model

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112
Import Schemas..
• Create the primary key – foreign key joins
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Include the tables used to define the joins


• Select the type of metadata you want to import
• Keys and foreign keys are imported automatically only if they
are defined in the source data
Used to select
table to display
and import

If primary key-foreign key rules have


ble
been defined in the source data, they
will automatically be created during the
fe r a
import; otherwise you will need to define
the keys manually
t r a ns
o n-
s an
) ha ฺ
ฺ c om uide
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Definee ns Connection Pool Properties
as li
a H • Open the Connection Pool properties dialog box to
s a m ensure the Data Source Name field indicates the
O correct System DSN
• Specify a distinct name for the Connection Pool
This is the system DSN that
connects to the Paint data
Allows query source
cancellation to be
sent to the
database while the
query is executing
Allow database connection to
remain open until timeout after all
requests complete

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113
Define Connection Pool Properties..
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• Specify the number of concurrent connections

E t the
Enter th number
b off
connections allowed for this
connection pool

ble
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t r a ns
on-
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) ha ฺ
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Define e nsKeys and Join Conditions
as li
a H
s a m • The Administration Tool allows you to define physical
O keys and joins that were not imported automatically,
in several different ways:
• Define Primary Keys
• Using the Physical Table > Keys tab
• Define Joins and Foreign keys
• Using the Physical Table Diagram
• Using the Joins Manager

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114
Define Primary Keys
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• Open the Table properties dialog box to define key


column(s)
• Right-click a table and select Properties
Select the Keys tab and
click the New button

Check the appropriate


Column check-box
ble
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t r a ns
on-
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) ha ฺ
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Define e nsJoins
as li
a H
s a m • Use the Physical Table Diagram editor to:
O • View the table schema and joins
• Define physical foreign keys and complex joins
• Complex joins are joins over non foreign key and primary
key columns

Double-click to open the


Joins properties box

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115
Define Foreign Keys
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• From the Physical Table Diagram editor click the New


Foreign Key button to join the tables

The Joins
properties box

ble
The table you
select first to
fe r a
create the join
maintains the
t r a ns
primary key, the
table you select
on-
an
second
maintains the
foreign key to the s
ha ฺ
first table
)
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Define e nsForeign Keys
as li Continued

a H
s a m • From the Joins Property box click the column(s) that
O the foreign key joins
Select columns in both the left and right
tables

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116
Define Joins Using Join Manager
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• Use the Join Manager editor to:


• View join relationships
• Create physical foreign keys and complex joins

ble
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t r a ns
on-
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) ha ฺ
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Business ns Model and Mapping (BMM)
as li
a H Layer
s a m
O • Is the metadata that organizes physical sources into a
dimensional business model
• Is the basis of the users’ view of the data
• Is used by the Oracle BI Server to determine the data
necessary to satisfy the user’s request

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117
Business Layer
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• Is created using the Administration Tool


• Is the second layer built in the repository

ble
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on-
s an
) ha ฺ
ฺ c om uide
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Business ns Layer Objects
as li
a H
s a m • Business models
O • Logical tables
• Data source mappings
• Logical columns
• Logical primary keys
• Logical table schemas
• Measures

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118
Business Models
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• Define subject areas


• Are the highest level in the BMM layer
Business models

ble
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) ha ฺ
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Logicale ns Tables
as li
a H • Define data source mappings
s a m • Allows multiple physical data sources in one logical table
O • Have one or more logical columns

Logical tables

Data source mappings


pp g

Logical column

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119
Data Source Mappings
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• Define the logical-to-physical table mappings


• Reduce complexity of the data model, allowing
multiple physical data sources in one logical table

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Logicale ns Columns
as li
a H
s a m • Represent the business view of the data
O • A single logical column might map to many physical
columns

A single logical column


may map to many
physical columns from
f
many physical tables

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120
Logical Primary Keys
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• Define joins between logical tables


• Consist of one or more logical columns
• Can be automatically defined if keys and joins were
defined in the Physical layer

ble
fe r a
Logical primary keys

t r a ns
on-
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Logicale ns Table Schemas
as li
a H
s a m • Define logical table joins
O • Required for a valid business model

Schema defines the


relationships between
the various objects of
the business model

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121
Logical Table Schemas
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• Must be related via join links


• Logical joins help the server understand the
relationships between various pieces of the business
model
• Examining logical joins is an integral part of how the
Oracle BI Server figures out how to construct the ble
physical queries fe r a
• Logical joins help the server determine which tables
t r a ns
are logical fact tables on-
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Measures ns
as li
a H
s a m • Are calculations defining measurable quantities
O • Are created on logical columns in the fact table
gg g
• Can be defined as default aggregations

Summation icon denotes


an aggregation rule

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122
Developing Business Layer
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• Create a new business model


• Create logical tables (Drag and drop physical
tables))
• Create logical columns
• Create logical joins
• Define Measures
ble
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) ha ฺ
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Createe ns a Logical Business Model
as li
a H
s a m • Right-click inside the Business Model layer and select
O New Business Model

Create a new
Business Model
for ABC

Leave blank
for now

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123
Create Logical Tables
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• Drag physical table objects into the business model

Model is not
yet available
for queries

Logical
tables

ble
Keys
fe r a
ns
automatically
created if
defined in
t r a
Physical layer
on-
s an
) ha ฺ
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Modifye ns Logical Columns
as li
a H • Open the logical column properties box to modify its
s a m properties
O • Consider renaming columns to make meaning clearer to users

Click General tab

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124
Create Logical Joins
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• Right-click the logical table and select Business


Model Diagram

ble
fe r a
t r a ns
on-
an
To view and
define logical
table schema
s
ha ฺ
)
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Createe ns Logical Joins
as li Continued

a H
s a m • Create logical table joins in the same manner used in
O the Physical layer

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125
Define Measures
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• Right-click the logical column and select Properties >


Aggregation

ble
Right-click and
fe r a
ns
select Properties

t r a
on-
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Define e nsMeasures..
as li
a H
s a m • Select the aggregation rule:
O • None (Default)
• Sum
• Avg
• Count
• Count Distinct
• Max Use for
snapshot
• Min metrics
Select the
• First aggregation rule

• Last Standard
deviation
• Median measures
• StdDev
• StdDevPop

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126
Define Measures..
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• Aggregate rule applies when user selects column in a


query

You can select multiple


ble
columns and apply the same
aggregation rule to them
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on-
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nPractices
as h Best
li c
a H
s a m • Rename logical columns
O • Use names acceptable to the organization and understood by
users
• Use
U short
h names to minimize
i i i b browser or reporting
i reall estate
• Create unique names for all columns
• Avoid using the same name as a logical table or business
model
• Never delete logical columns that:
• Map to keys of physical tables
• Define contents of logical table sources
• Complex joins should only be used in this layer

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127
Presentation Layer
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Is the metadata that describes the users’ view of the


business model
• Simplifies the model and makes it easy for users to
understand and query
• Exposes only the data meaningful to the users
• Organizes the data in a way that aligns with the way users
think about the data
ble
• Renames data as necessary for the set of users
fe r a
• Is created usingg the Oracle BI Administration Tool
t r a ns
• Is the third layer built in the repository
on-
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Presentation Catalogs
as li
a H • Organize the business model for a set of users
s a m • Refer to a single business model; cannot span business
O models
p p
• Multiple presentation catalogs
g can refer to the same business
model

Catalog for user


group 1

Catalog for user


group 2
Both reference
same business
model

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128
Presentation Tables and Columns
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• Define the interface the user uses to query the data


from the data sources
• Appear as folders and columns in Oracle Answers
• Refer to a subset of the logical tables and logical
columns in the business model layer

Presentation
Table
ble
fe r a
t r a ns
on-
Presentation
s an
ha ฺ
Column

)
ฺ c om uide
h o o tG
a den
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Building ns Presentation Layer
as li
a H
s a m
O • Create a new presentation catalog
• Customize the presentation catalog

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129
Creating Presentation Catalog
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Drag and drop a business model from the Business


Model layer to the Presentation layer
• Select Edit > Duplicate to copy an existing catalog

ble
fe r a
t r a ns
Dragging and dropping
creates the new catalog
on-
s an
) ha ฺ
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Creating ns Presentation Catalog..
as li
a H • Corresponding presentation layer objects are created
s a m for business model layer objects
O
Subject area becomes
presentation catalog

Logical tables become


presentation tables

Logical columns become


presentation columns

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130
Customize the Presentation Catalog
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• Organize and modify the presentation objects so that


they make sense to the users
• Reorder tables and columns
• Rename tables and columns
• Remove columns that serve no business need

ble
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on-
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Reordere ns Tables
as li
a H
s a m • Open the presentation catalog properties box and use
O the Up and Down buttons or drag and drop to reorder
the tables

Use the
Double-click Presentation Tables
tab and the Up and
Down buttons to
reorder
d ttables
bl

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131
Reorder Columns
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• In the presentation table properties box, use the


columns tab and use the Up and Down buttons or
drag and drop to reorder columns

ble
Use the Columns tab
fe r a
ns
and the Up and Down
buttons to reorder
columns
t r a
on-
s an
) ha ฺ
ฺ c om uide
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Rename e ns Tables
as li
a H
s a m • In the presentation table properties box, use the
O general tab to rename tables Use the General tab

Custom name

Double-click
Used primarily to support
foreign languages

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132
Rename Tables Cont.
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• An alias is created automatically when the name of a


presentation table is changed
• Used to maintain compatibility with previously written queries

Use the Aliases tab to


view the previous
name

ble
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on-
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) ha ฺ
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as li
Rename
a H
s a m • Use the General tab to rename columns in the
O Presentation Column properties box Use the General tab

C t
Custom name

Uncheck to specify a
name that is different
from the logical column
name

133
Remove Unnecessary Columns
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• Right-click and select delete to remove unneeded


columns
• Remove keys that are used only for processing, unless they
have an intrinsic meaning,
meaning such as date

ble
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on-
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) ha ฺ
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nPractices
as h Best
li c
a H
s a m • Presentation objects are automatically renamed when
O the corresponding logical object is renamed
• Presentation tables cannot have the same name as
the presentation catalogs (error is received)
• Presentation objects can be deleted without affecting
corresponding logical objects

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134
Considerations for Other Clients
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• To expose the key columns to other ODBC clients,


check the Export logical keys check box
• Exporting logical keys is irrelevant to Oracle Analytics Web
users

ble
fe r a
t r a ns
n-
Expose the logical keys to
other ODBC clients
o
s an
) ha ฺ
ฺ c om uide
h o o tG
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Leadinge ns Practices
as li
a H
s a m • Use meaningful names
O • Names can not contain single quotes ('), double quotes ("), or
percentage signs (%)
• Keep presentation object names unique
• Naming presentation columns the same as presentation
tables can lead to inaccurate results
• Uniqueness allows SQL statements to be shorter because
qualifiers are unnecessary
• Group objects in meaningful ways
• Columns
C l mustt be
b in
i same business
b i model
d l
• Eliminate unneeded objects to reduce user confusion

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135
Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

This module showed you how to:


• Identify the objects in the Physical layer of a repository
• Define a System Data Source Name (DSN) for a data
source
• Build the Physical layer
• Identify the objects of the Business Model and Mapping
(BMM) layer of a repository
• Build the business model ble
• Create simple measures fe r a
• Identify the objects of the Presentation layer of a repository
t r a ns
• Modify the properties of the Presentation layer objects
on-
an
• Build the Presentation layer of a repository
s
) ha ฺ
ฺ c om uide
h o o tG
a den
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as li
a H
s a m
O <Insert Picture Here>

Module 9
Testing and Deploying OBI
Repository

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136
Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Describe techniques for testing a repository


• Execute steps to validate and test a repository

ble
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) ha ฺ
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c e ns the Repository
Validating
as li
a H
s a m • Verifies that the business model yields correct results
O • Modeling best practices have been followed
• Testing and validation includes:
• Checking repository for consistency errors or warnings
• Testing business model via ODBC client
• Validating log files
• Executing dashboard / answers requests
• Checking results by inspecting SQL

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137
Check Repository for Consistency
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• A feature in the Administration Tool that checks the


metadata in the repository for certain kinds of errors,
including:
• Finding logical columns that are not mapped to physical
sources
• Checking for undefined logical join conditions
• Determining if physical tables referenced in a business model
are not joined to tables referenced in the business model ble
fe r a
ns
• Does not guarantee that the business model is
constructed correctly
t r a
on-
s an
) ha ฺ
ฺ c om uide
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nOn
as h Turn
li c Logging
a H
s a m • Test proper repository configuration by logging query
O activity
• Use logging for testing, debugging, and technical support
• Query activity gets logged in NQQuery.log file
• Enable for individual users
• Set logging level for each user whose queries you want
logged
• Query logging is disabled by default
• Can quickly produce very large log files
• Various levels of query logging enables various
degree of details logged

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138
Turn On Logging
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• Logging level 2 allows you to see the SQL generated

Level 1 logs: Level 2 logs:


User name, session ID, and request All items for Level 1
ID for each query
SQL for the request using business Repository name, business model
model names name, presentation catalog name
Query status (success, failure,
termination, or timeout)
SQL for the request using physical
data source syntax
ble
Elapsed times for query compilation, Queries issued against the cache
fe r a
execution, query cache and back-end
t r a ns
n-
d b
database processing
i
Number of rows returned from a
o
an
physical database
s
) ha ฺ
Number of rows returned to the
client

ฺ c om uide
h o o tG
a den
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Validate ns Business Model
as li
a H
s a m • Via Oracle BI ODBC Client
O • ODBC Client is a tool which allows you to:
• View the database schema
• Create new SQL queries and save them
• Use the ODBC Client to validate the business model
• Verify that the data elements and joins work as expected
• Compare query results from ODBC Client with the
results generated by Oracle Business Intelligence
Answers

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139
Example
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Test the business model before making it available to


end users

Users will
query the
paint subject
area to get
answers

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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Verification Steps
as li
a H
s a m • Check Consistency
O • Specify query log level
• Load RPD on the server
• Start Oracle BI Server Service
• Connect to repository using ODBC connection
• Execute SQL to verify results
• Examine log file
• Test using
g dashboards and answers

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140
Check Consistency
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• Validate repository (or a single business model)

Select File >


Check Global Right-click
Consistency to business model
ble
check the entire
repository
and select
Check
fe r a
ns
Consistency to
check a given
business model
t r a
on-
s an
) ha ฺ
ฺ c om uide
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Checkc e nsConsistency..
as li
a H • Any errors are displayed in a dialog box
s a m • Correct the errors and check for consistency again
O • Repeat the process until there are no more errors

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141
Set Query Logging Level
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Select Manage > Security to open Security Manager


• Select Users (in left pane) to display the users (in
right pane)

ble
fe r a
t r a ns
Set the appropriate
logging level for user
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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nRepository
as h Load
li c
a H
s a m • Open c:\Oracle BI\Server\Config\NQSConfig.ini
O • In the repository section, add an entry for your
repository file
• Format: logical_name = repository_file_name

paint repository file

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142
Start Oracle BI Server
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Use Windows service manager to start the server and


load the repository file into memory
• Upon Oracle BI Server startup, repository file defined in
NQSConfig.ini becomes available for querying

ble
fe r a
t r a ns
on-
s an
) ha ฺ Right-click the service
and select Start

ฺ c om uide
h o o tG
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Use c e ns
ODBC Client to Verify Repository
as li
a H
s a m • Test and verify that the repository displays the correct
O tables and columns

Lists all tables in


default repository

Lists all columns


in selected table

Lists attributes of
selected column

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143
Execute SQL to Verify Results
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Verify the logical and physical model


• Use logical column names in the SELECT clause
• Use logical table name or logical subject area name in the
FROM clause
l
• Use any restrictions in a WHERE clause

ble
fe r a
Enter SQL query and
t r a ns
click the Execute
button
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Executee ns SQL to Verify Results..
as li
a H
s a m • Examine the results
O • To further verify, you can double-check these results with
results from database query tool

Verify data is as expected

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144
Examine the Query Log File
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Check SQL generated by Oracle BI Server to verify that server is


querying correct table(s) and column(s)

Select statement
executed by ODBC
Client to verify
repository

ble
Verify correct
repository, subject area,
fe r a
ns
SQL statement sent to and presentation
the database catalog were queried

t r a
o n-
Number of
s an
rows returned
) ha ฺ
ฺ c om uide
h o o tG
a den
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nBusiness
as h Test
li c Model Using Answers
a H
s a m • Run simple dashboard or Ad-Hoc requests
O • Compare results generated by with the results from
ODBC Client and NQQuery.log
y g file

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145
Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

In this module, we learned


• Various techniques for testing a repository
• Execute repository testing and validation

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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as li
a H
s a m
O <Insert Picture Here>

Module 10
Complex Repository
Modeling

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146
Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Describe derived metrics and its use


• Configure derived metrics
• Based on existing logical columns
• Based on physical columns

ble
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t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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Derivede ns Metrics
as li
a H
s a m • Physical schema may not have everything required
O for your analysis
• Adding columns into physical tables may require
additional integration or ETL work
• Deriving a metrics in such scenario may be more
efficient than storing values in the database
• Derive Price Per Unit: Divide Dollars by number of units
• The OBI server can use calculations in the logical
columns and g
generate optimum
p SQL
• Most commonly used SQL expressions can be used
• The expressions can be built on top of existing columns

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147
Example in Paints
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Measures are only stored as Dollars and Units


• Company wants to analyzing the price per unit in various
markets for each brand which requires a calculated column

ble
New measure
to calculate
fe r a
Price Per Unit

t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Implementing Calculations
as li
a H
s a m • Calculations can be created in the repository in the
O following ways:
• Build calculation on existing logical columns
• Build calculations on existing physical columns

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148
Using Existing Logical Columns
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• Right-click the fact table and select New Object >


Logical Column

ble
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t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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a den
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c
Specifye ns Logical Columns as Source
as li
a H
s a m
O
Name the new
logical column

Check this to specify


that this is a
calculated column

Build calculation Expression


using existing B ild
Builder
columns

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149
Expression Builder
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• Open the Expression Builder and build the formula


• Aggregation is applied based on the column aggregation in
the formula

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Usingc e nsExisting Physical Column
as li
a H
s a m • Right-click the fact table and select New Object >
O Logical Column and name the new column

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150
Map New Column
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• Open the properties box of the logical table source


• Click the ellipsis button to map the column using the
Expression Builder
Select to view
unmapped columns

ble
fe r a
t r a ns
Open Expression
on-
an
Builder

s
ha ฺ
)
ฺ c om uide
h o o tG
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y
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m ah use
( o sa e to
m i e s
nFormula
as h Build
li c
a H
s a m • Select physical columns and expressions to construct
O the formula

Select physical columns


and expressions to
build the formula

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151
Advanced Functions
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• Expression builder allows you to select various


expressions, operators and repository variables and
use them to build the column formula

Using functions
ble
fe r a
t r a ns
Variables can be built and used
on-
an
in building formula, e.g. Current
Month, Last ETL Run Date etc.
s
ha ฺ
)
ฺ c om uide
h o o tG
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m i e s
nPractice
as h Best
li c
a H
s a m • Use physical columns for building calculations that
O require an aggregation rule (such as sum or average)
that is applied after the calculation
select
T82.ItemType as c1,
sum(T55.UnitOrdd - T55.UnitShpd) as c3

Calculates the difference between


from units ordered and units shipped
D1_products T82,
D1_Orders2 T55

where
T55.ProdKey = T82.ProductKey and

Applies aggregation rules on


group by top of the calculated values
T79.ItemType

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152
Example: Using Physical Columns
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• Example: To accurately calculate total revenue you


would multiply the unit price by the number of units
sold and then sum the totals

ble
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on-
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) ha ฺ
ฺ c om uide
h o o tG
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y
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m ah use
( o sa e to
m i e s
nPractice
as h Best
li c
a H
s a m • Use logical columns for calculation formulas that
O require an aggregation rule that is applied before the
calculation
• To accurately calculate a unit price you would total
the dollars sold and divide by the total of the units
sold

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153
Summary
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This module showed you how to:


• Describe a calculation measure and its use in a
business model
• Implement new calculation measures
• Create new calculation measures based on existing
logical columns
• Create new calculation measures based on physical ble
columns fe r a
• Create new calculation measures using the
t r a ns
Calculation Wizard on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c e ns
as li
a H
s a m
O <Insert Picture Here>

Module 11
Using Multiple Sources

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154
Objectives
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• Add multiple sources to an existing logical table


source for a dimension in the business model
• Add a second table source to a dimension in the
business model

ble
fe r a
t r a ns
on-
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) ha ฺ
ฺ c om uide
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Tablec e nsStructures
as li
a H
s a m • Normalized table structures
O • Consist of many tables—data has been split apart, or
normalized
• Reduce
R d d
data
t redundancy
d d tto iimprove performance
f
• Do not work well for queries that perform business data
analysis
• Denormalized table structures
• Follow a business model and are easier to understand
• Have data that may appear in several locations in the
database
• Reduces the need for join paths
• Can take the form of a star schema

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155
Business Challenge
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• Data may be spread among several physical tables


and needs to be combined into a single logical table

ble
fe r a
t r a ns
o n-
an
These normalized tables contain
additional product information
s
ha ฺ
and are joined to Products

)
ฺ c om uide
h o o tG
a den
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c e
Modeling ns Multiple Sources
as li
a H
s a m • Model multiple physical sources for the logical table
O • If the data is not duplicated across tables
• Add physical tables to an existing logical table source
• Where data is duplicated across tables
• Add a second logical table source that maps to the
physical table that is the most economical source

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156
Paint Example
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• Add normalized tables that store Brand, Type to the


Products dimension in the Paint business model

The additional product


attributes are stored in
separate tables and are
joined to product table

ble
fe r a
t r a ns
on-
an
Create Physical Join
between Brand,
s
ha ฺ
Type and Products

)
ฺ c om uide
h o o tG
a den
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c e ns
Configuring Non Duplicate Data
as li
a H
s a m • Import physical sources and create joins
O • Determine the physical columns
• Drag columns onto existing source
• Automatically adds the physical table sources, the joins, and
the column mappings
• Specify economical source
• Rename the columns
• Add columns to presentation catalog

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157
Identify Physical Column
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• Locate the tables and columns in the physical layer


with the additional product information

ble
fe r a
t r a ns
on-
This physical column
s an
contain the additional
product information
) ha ฺ
ฺ c om uide
h o o tG
a den
Slide Content
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y
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m ah use
( o sa e to
m i e s
nColumn
as h Drag
li c onto Existing Source
a H
s a m • Drag each physical column onto the existing logical
O table source for the Products dimension

Type physical column


is dragged onto the
products Sources…

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158
Verify Column Mapping
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• Mapping, joins, and new columns are automatically


created in the Products dimension

Single source maps to


New logical multiple physical tables
columns are
added to the
Products
ble
dimension
Joins automatically created
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c
Verify e nsColumn Mapping
as li
a H
s a m • New logical columns are automatically mapped to the
O physical tables

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159
Alternate
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• Use source properties box to select physical tables


• Create the table mappings and joins
• Add logical
g columns manually
y
• Create logical column mappings manually

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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h m i
c
Specifye ns Most Economical Source
as li
a H
s a m • When data is duplicated in multiple physical tables,
O single column is mapped to multiple physical tables
q
• Requires clear instructions for OBI server under which
circumstances to use what mapping
• Economical source determines the most efficient
column mapping to physical sources

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160
Multiple Sources For One Column
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• Product Type belonged to Products logical table and it maps to


Type physical table

ble
fe r a
Currentt mapping
C i
t r a ns
for Type logical
on-
an
column

s
ha ฺ
)
ฺ c om uide
h o o tG
a den
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c
Currente ns Source
as li
a H
s a m • A more economical source for Product Type is a table that stores
O information for other logical columns as well

Since Type table stores


Type of products it is a
more economical source

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161
Additional Source
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• Adding a second logical table source to the Products dimension


allows you to map Type to the physical table that stores
information for other column
Allows creation
of a new
logical column

ble
A second logical
table source is
fe r a
added to Products
logical columns is now mapped to a
t r a ns
n-
more economical source—the server
queries only one table for column
o
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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h m i
c
Create e nsa New Logical Table Source
as li
a H
s a m • Right-click the Sources folder for the Products
O dimension and select New Logical Table Source

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162
Select the Physical Table
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• Click the Add button and select the physical table


from Paint

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
Slide Content
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y
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h m i
c
Define e nsColumn Mapping
as li
a H
s a m • The Type logical column is now mapped to two
O physical tables

Type maps to two


physical tables

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163
Content Specification
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• Column mapped to multiple sources require content information


• Set content for the Type column on Content tab of second logical
table source
• Lets Oracle BI Server know under what circumstance to use a
particular source

ble
fe r a
t r a ns
on-
s an
Content specification tells OBI

) ha ฺ
server that it contains different
content and queries Type table

ฺ c om uide
instead of Products table for “Type”

h o o tG
a den
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y
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m ah use
( o sa e to
h m i
c
Rename e ns the Columns
as li
a H
s a m • Create names for the new columns that users can
O recognize in the business model

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164
Add Columns to Presentation Catalog
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• Drag the new logical columns onto the Products


presentation table to make them available to users

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c e
Physical ns Table Partitions
as li
a H
s a m • Application need to seamlessly access and process
O data from multiple sources
• Requires
q the application
pp to know where to g
go for what
type of data and under what conditions
• For example a DBA may decide to divide a large table
into several smaller partitions for performance reason

Large table Multiple smaller tables

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165
Partition
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• Is a subset of data, a data fragment, that contains part


of the data for a fact or a dimension
• Combines as necessaryy with other data fragments
g
• May be:
• Fact-based
• Value-based
• Level-based
ble
• Mixed
fe r a
• Complex
p
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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( o sa e to
h m i
c e ns
Fact-Based
as li
a H
s a m • Tables have different columns and store different
O information
• Some column data mayy be duplicated
p between them
• Example: Actual sales versus Forecasts

Actual sales Quota targets

Region Product Sale Region Forecast

West 200000 West 250000

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166
Value-Based
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• Tables have same columns and grain, but different


values
• Example: Invoice data is stored separately for each region

Invoices
InvNbr Dollars Region
for Central
Region 1135293 1000 Central

ble
fe r a
t r a ns
Invoices
for West
InvNbr Dollars Region
on-
Region 114444
an
200

s
West

) ha ฺ
ฺ c om uide
h o o tG
a den
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y
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h m i
c e ns
Level-Based
as li
a H
s a m • Tables have different grain and often have different
O columns
• Aggregate tables are an example of a level-based partition
• Example: Detailed sales data is summarized and stored by
year and region

Sales detailed data Sales by year and region

Product Total
Sales Rep Date Year Region
Sale Dollars
1100 19980105 10000 1998 200000 Central

1100 19981001 25000 1999 300000 Central

1100 19981010 10000

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167
Mixed
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• Data is partitioned using more than one technique


• Example: Invoice sales data is partitioned by value and level

Invoices by month for Central Invoices by year for Central

Total Total
Month Region Year Region
Dollars Dollars
199801 10000 Central 1998 200000 Central

199802 25000 Central


ble
fe r a
Invoices
o ces by month
o t for
o West
est Invoices
o ces by year
yea for
o West
est
t r a ns
Total
on-
an
Month Region Total
Dollars Year Region
Dollars
199801 300000 West
s
ha ฺ
1998 3000000 West
199802 350000 West
)
ฺ c om uide
h o o tG
a den
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h m i
c
Complexe ns
as li
a H
s a m • Other complex techniques may be required based on
O the data sources
• Conditional application of partitions
• Data for the past year is in monthly form only and not
yearly, while all other former years are in both
• Data for the west region is broken out, but all other regions
are together
• Data duplications or omissions
• Data for the West region is stored in the main partition and
a separate partition
• Data for the Central region is missing for 1997

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168
Modeling Partitions in Oracle BI
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• Oracle BI Server handles the complexity of partitions


and keeps them transparent to the user
• Modeled in the OBI repository
p y similar to modeling
g
multisource data
• Import physical table
• Create physical joins
• Add sources to the business model layer
ble
• Map logical columns
fe r a
ns
New step
• Specify fragmentation content
t r a
• Create presentation
on-
an
• Test the results
s
ha ฺ
)
ฺ c om uide
h o o tG
a den
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y
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m ah use
( o sa e to
m i e s
nExample
as h Paint
li c
a H
s a m • Replace the current, single source for Market data
O with two value-based partitions

Market with Market


names
starting with CHICAGO
A–M

Market with Market


names
starting with
N–Z PITTSBURGH

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169
Implementation Steps
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• Import physical sources


• Create physical joins
• Add
dd sou
sources
ces to tthe
e bus
business
ess model
ode layer
aye
• Specify fragmentation content
• Test the results

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
Slide Content
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y
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m ah use
( o sa e to
h m i
c
Specifye ns Fragmentation Content
as li
a H • Use the expression builder to define what type of
s a m content the fragment contains
O • Set the flag to specify whether to combine this
f
fragment t with
ith other
th data
d t

Specifies Market data from A –


M is contained in this fragment

Specifies to combine this


fragment with the other

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170
Time Series Comparisons
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• Allows you to analyze data spanning multiple time


periods
• Provides context and reference to information
• Example: Compare this year’s sales and last year’s
sales

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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y
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m i e s
nSeries
as h Time
li c Comparisons
a H
s a m • Need to ask three different questions to get the result
O • What was this year’s sales ?
• What was last year’s sales ?
• How do they compare ?
• There is no direct was in SQL to do this type of
analysis in a single SQL query
• Requires three separate queries to be sent to the
database

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171
Time Series Comparisons in OBI
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• Model time series data in the OBI repository


• Provides different set of metrics for time series comparison
• Generates and executes multiple queries in parallel to get the
results
• Allows users to make one request for the desired result

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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y
m i@ Stu
a s h this
m ah use
( o sa e to
m s Function / Calculation Wizard
i TimeenSeries
as h li c
a H
s a m • Is a utility of the Oracle BI Administration Tool
O • Automates the process of modeling time series data
• Guides yyou through g a series of p
prompts
p to model
comparison measures

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172
Modeling Time Series Data
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• Examine physical sources


• If needed, import physical sources and create supporting
joins (as usual)
• You
Y require i aPPeriod
i d Di
Dimension
i with
i h appropriate
i P
Period
i dAAgo
keys
• Start the Calculation Wizard/Time series function
• Answer prompts
ble
• Name comparison measures
fe r a
• Select period table
t r a ns
n-
• S l t period
Select i d table
t bl key
k
o
an
• Select measures and calculations

s
ha ฺ
)
ฺ c om uide
h o o tG
a den
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y
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c
Create e nsNew Metrics
as li
a H
s a m • Create new logical column in Fact
O

Select option

Click here

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173
Build Expression
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• Open expression builder


• Select Function>Time Series Function>Ago
• Change
g default format i.e.
Ago(<<Measure>>, <<Level>>, <<Number of Periods>>)

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c e
Modeling ns Calculated Metrics
as li
a H
s a m • Now column created for Year Ago Dollars
O

• Create other Comparison Measures using Calculation


Wizard

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174
Using Calculation Wizard
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• Right-click the Dollars column and select the


Calculation Wizard menu option

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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y
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h m i
Usingc e nsCalculation Wizard…
as li
a H
s a m • Select Year Ago Dollars column and click next
O

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175
Using Calculation Wizard…
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Select Changes and Percent Changes option and


click next

Compares dollars
with Year Ago Dollars

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c
Create e nsNew Measures
as li
a H
s a m • Finish screen will appear just click Next.
O

Message for new


Comparison measures

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176
Select Measures and Calculations
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• New logical columns will appear in Sales Facts Table

ble
fe r a
ns
Comparison
measures added
to the fact table
t r a
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
Slide Content
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y
m i@ Stu
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h m i
Add c e ns Measures in Presentation
New
as li
a H
s a m • Drag the new comparison measures to the
O presentation catalog in the Presentation layer

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177
Test Comparison Measures
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• Use Answers to test the new measures

ble
fe r a
t r a ns
Change Dollars Year Ago returns
the difference in dollars sold
on-
compared to the previous year

s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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y
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c
Summarye ns
as li
a H
s a m • This module showed you how to:
O • Describe the use of time comparisons for business analysis
• Implement time comparison measures in the business
model using the Calculation Wizards
• Identify reasons for segmenting data
• Describe techniques to model partitions
• Implement a value-based partition
• Add multiple sources to an existing logical table source for
a dimension in the business model
• Add a second table source to a dimension in the business
model

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178
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 12
Hierarchies and Level
Based Measures
ble
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on-
s an
) ha ฺ
ฺ c om uide
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h m i
c e ns
Objectives
as li
a H
s a m • Create a dimensional hierarchy
O • Use level-based measures
• Create a rank measure
• Understand the need for Aggregate tables
• Configuring aggregate navigation in the OBI
repository

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179
Dimensional Hierarchy
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• Defines parent-child relationships within a dimension


• Establishes levels for data groupings and calculations
• Provides paths
p for drilldown

Period Dimensional Hierarchy

Years

ble
Quarters
fe r a
ns
evels

t r a
Le

n-
Months

o
s an Days

) ha ฺ
ฺ c om uide
h o o tG
a den
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y
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( o sa e to
h m i
c e ns
Level-Based Measures
as li
a H
s a m • Metrics reported as an aggregate to a certain level in
O a dimension hierarchy, e.g.
• Total Sales for the territory
• Total Sales for current year
• Allows you to calculate share measures

January Share = Total Sales for January / Total Sales This Year

Product Share = Total Sales for Product / Total Sales

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180
Building Hierarchy
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• Create a dimensional hierarchy to represent the


relationship in the period data
• Create level-based measures for share and total

Period Dimensional Hierarchy

Total

ble
Drilldown for details Year
fe r a
Month

t r a ns
Week
on-
Day
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Creating ns Hierarchy
as li
a H
s a m • The period table in the Paint repository is configured
O as a dimension in the RPD

Logical
table
mappings

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181
Building Dimensional Hierarchy
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• Create a dimension object


• Add parent object
• Add child objects
• Specify level parameters
• Add dimension columns to hierarchy
• Create level keys
ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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c
Create e nsa Dimension Object
as li
a H
s a m • Select Dimension to create a new dimension object
O

This icon
represents
dimensional
hierarchy

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182
Add Parent Object
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• Create the highest level of the hierarchy

Right-click the Dimension


and
d select
l tL Logical
i lLLevell

ble
fe r a
t r a ns
on-
an
Check to
indicate highest
level
s
ha ฺ
)
ฺ c om uide
h o o tG
a den
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Add c e ns Objects
Child
as li
a H
s a m • Add subsequent levels in the hierarchy from the top
O down
• Number of elements represents the distinct count for the
level
Right-click the
level and select
New Object >
Child Level

Allows Can be relative


roll up

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183
Add Dimension Columns
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• Drag logical columns from logical table for the


dimension data to associate them with a level
• Columns not dragged are assumed to be at the lowest level

Dragging logical column from


logical table to level in
hierarchy associates the
column with the level

ble
fe r a
t r a ns
on-
s an
Results in
) ha ฺ
ฺ c om uide
h o o tG
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Create e nsLevel Keys
as li
a H
s a m • Define the unique identifier for the level
O • Provide context for drilldown (specifies the subset of
data to include from the next level down)

Level keys are


required for all levels
except Grand Total
level

Specify which level


key to display when
drilling down

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184
Implement Level-Based Measures
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• Create a total measure and share measure


• Oracle BI server calculates these measures at run
time

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
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Create e nsa Total Measure
as li
a H
s a m • Create a total measure for the grand total level that
O refers to an existing fact column

Sums the
physical …to the grand
column… total level

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185
Create a Share Measure
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• Create a new calculated logical fact column by


dividing the appropriate measure by a total measure

ble
fe r a
t r a ns
on-
Divide the total dollars by
s an
the total for all period
dollars
) ha ฺ
ฺ c om uide
h o o tG
a den
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Add c e ns
Measures to Presentation
as li
a H
s a m • Add new measures to the presentation layer
O

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186
Test Results
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• Select measures to test results


• Drill down to check relative recalculations

Drill down
for details
Share and rank are
relative to period

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
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Aggregatens Navigation
as li
a H
s a m • Data in fact and dimension sources is stored at the
O lowest level of detail for the analysis
• Analysis often requires roll up of detailed data
• Calculations and aggregations at run time can be
resource-intensive

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187
Business Problem
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• User requests total products by region by year


• Oracle BI Server works with the data source to summarize
fact data up to those levels in each dimensional hierarchy
to provide the result

Period
Total Total Total Hierarchy

ble
Dimension Hierarchies

Type Region Year


fe r a
Product
Hierarchy Market
t r a ns
n-
Brand District Hierarchy Month

o
UPC
s an Market Week

) ha ฺ
om uide
Product Day

ฺ c
o tG
h o
a den
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c e
Solution ns
as li
a H • Create physical tables that store pre-computed
s a m aggregates at required levels
O • Use these “aggregate” tables to process user queries
• Eliminates run-time
run time calculations
• Delivers faster results to the users

Market Period Product


Id Dollars
Key Key Key Total
122222 1001 19980102 100 100000 Region Year
Dollars
133333 1001 19990105 200 200000 West 1998 100000

144444 1002 19980505 300 10000 West 1999 200000

155555 1002 19980601 400 20000 Central 1998 50000

166666 1005 19980101 600 20000


Summarized

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188
Modeling Aggregates in RPD
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• Aggregate table source is modeled similar to other


multisource data
• Import physical table
• Create physical joins
• Add sources to logical tables
• Specify aggregation content New step

• Identifies the level of aggregation in the table so the Oracle


BI Server can determine when to use it for queries
ble
• Test the results
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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m i e s
nExample
as h Paint
li c
a H
s a m • Use prebuilt aggregate tables to improve performance
O • Must have matching levels of aggregation for fact and dimensions
Sales (fact) aggregated to
Region and Year levels

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189
Physical Layer for Aggregate
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• Create connection pool if Aggregates stored at


another data source (Microsoft Excel used in example)
• Import
p the p physical
y tables and create keys y

Aggregate fact
table

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
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Physical ns Layer for Aggregate
as li
a H
s a m • Create joins between aggregate fact table and
O aggregate dimension tables

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190
Business Layer for Aggregate
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• Create new logical sources that refer to the aggregate


table(s)

ble
Aggregate as
new source for
fe r a
facts

t r a ns
on-
s an
Columns refer to detail

ha ฺ
and aggregate tables
Repeat for dimensions )
ฺ c om uide
h o o tG
a den
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c e
Business ns Layer for Aggregate..
as li
a H
s a m • Use the Content tab to specify what level of data
O within each hierarchy the aggregate table source
contains
Select level

Pick the appropriate levels in the


hierarchies that match the levels the
data is stored at in the table

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191
Business Layer for Aggregate Continued
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• If dimensional hierarchies are not defined, use the


Content tab to specify how the data is grouped within
the aggregate
gg g table source

Select Column

ble
fe r a
t r a ns
o n-
an
Pick the appropriate table columns that
match the grouping of data stored in the

s
table

ha ฺ
)
ฺ c om uide
h o o tG
a den
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m i e s
nthe
as h Test
li c Results
a H
s a m • Run queries and verify the aggregate tables are
O accessed appropriately by inspecting the log file

Query requests data at the level


stored in the aggregate

Aggregate tables used instead of


detail tables

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192
Test the Results…
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• The aggregate is used for requests for data at or


above the level stored

ble
fe r a
Year is at higher
t r a ns
n-
level than month
data stored in
o
an
aggregate so
aggregate is used
s
ha ฺ
)
ฺ c om uide
h o o tG
a den
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c e ns
Considerations
as li
a H
s a m • Additional time is required to build and load these
O tables
• Additional storage
g is required
q to store duplicated
p data
• Can be particularly challenging with real-time or near
real-time reporting environments
• Look at query patterns and build aggregates to speed
up common queries that require summarized results
• Ensure enough data is combined to offset the cost to
build
• Detail to aggregate data ratio should be at least 50:1
• Monitor and Adjust regularly for changing query
patterns

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193
Summary
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This module showed you how to:


• Create a dimensional hierarchy
• Use level-based measures
• Create a rank measure
• Describe aggregate tables
• Model aggregate tables to speed processing

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c e ns
as li
a H
s a m
O <Insert Picture Here>

Module 13
Using Variables

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194
Objectives
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• Describe session variables


• Describe repository variables
• Describe initialization blocks
• Implement a dynamic repository variable

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Variablesns
as li
a H
s a m • Contain values in memory that are used by the Oracle
O BI Server during its processing
• Are created and managedg using g the Variable
Manager feature in the Oracle BI Administration Tool
• Consist of types:
• Session variables
• Repository variables
• Static Variables
• Dynamic Variables

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195
Session Variables
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• Populated when a user logs into the application


• Persist only while a user’s session is active
• There are two types
yp of session variables
• System
• Non-System

ble
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t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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System e ns Session Variables
as li
a H
s a m • Predefined session
O variables reserved for
specific purposes
• Have reserved names,
which cannot be used for
other kinds of variables
• Example: USER Right-click for list
• Refer to Oracle BI Server
Administration g
guide for
complete list

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196
Non-System Session Variables
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• Are application specific variables that are created by


the implementation team
• Example:
p
• Capture the user’s Region and limit the records the user sees
to only those for that Region

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
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Repository Variables
as li
a H
s a m • Persist from the time the Oracle BI Server is started
O until it is shut down
• Can be used instead of literals or constants in
expression builders in the Oracle BI Administration
Tool
• Oracle BI Server will substitute the value of the repository
variable for the variable itself in the metadata
• Come in two types
• Static
• Dynamic

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197
Static Repository Variables
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• Are repository variables


whose values are
constant and do not
change while the Oracle
BI Server is running
• Values are initialized in
Static value
the Variable dialog box
ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Dynamice ns Repository Variables
as li
a H
s a m • Are repository variables whose values change
O according to a refresh schedule
g an
• Values are initialized and refreshed using
initialization block

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198
Initialization Blocks
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• Are used to initialize session variables and dynamic


repository variables

ble
fe r a
t r a ns
on-
s an
Right-click for
) ha ฺ
Initialization block of

om uide
Session Variable

ฺ c
o tG
h o
a den
Slide Content
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h m i Session
c e ns Variable Initialization Blocks
as li
a H
s a m • Specify SQL to be run to populate one or more
O variables by accessing data sources

New
initialization
block specify SQL

Select
Connection Pool

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199
Session Variable Initialization Blocks
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Edit data target to specify variables

Create New
Variable

ble
fe r a
Select for Row wise
t r a ns
n-
Initialization

o
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c
Sessione ns Variable Initialization Blocks
as li
a H
s a m • Choose predefined system variable or create another
O
Enter
Variable
Name

Default User
N
Name

Confirmation message
will appear, click Yes

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200
Session Variable Initialization Blocks
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• Set variables execution precedence

Add Init block

ble
fe r a
t r a ns
on-
s an
Select Init

ha ฺ
block

)
ฺ c om uide
h o o tG
a den
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( o sa e to
h m c e ns Variable Initialization Blocks
i Repository
as li
a H
s a m • Repository Variables are
O invoked at Oracle BI
New initialization
block for Repository
Variable
Server startup and
periodically rerun to
refresh values for
dynamic variables
according to an
established schedule
Set Refresh
Interval

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201
Repository Variable Initialization Blocks
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Determine the latest date contained in source data


and store it in variables
• Edit Data Source>SQL>Connection Pool>Test
Variables
populated by SQL to
this Init block initialize the
variable

ble
fe r a
Data Source
t r a ns
n-
to run SQL
against
o
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Initialization Blocks Example
as li
a H
s a m • Set the refresh interval to determine when to reissue
O the SQL to update the variable values

Rerun the SQL


every hour

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202
Test
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Verify the variable gets initialized and used properly


• SQL for the initialization block is recorded in the log file

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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h m i
c
Summarye ns
as li
a H
s a m • This module showed you how to:
O • Describe session variables
• Describe repository variables
• Describe initialization blocks
• Implement a dynamic repository variable

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203
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 14
Prototyping

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Objectives
as li
a H
s a m • Prototype using a spreadsheet
O • Model a non-dimensional data source
• Allows yyou to build prototypes
p yp and mockups
p for the
early phases of the project

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204
Why Prototype
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Allows users to interact with a working system


• Helps visualize answers or results and clarify
requirements

ble
fe r a
Allows users to
query quota
t data
d t
t r a ns
on-
s an
ha ฺ
Prototype quota dollars by

)
product by region and by period

ฺ c om uide
h o o tG
a den
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( o sa e to
m i e s
nfor
as h Data
li c Prototypes
a H
s a m • If the data source is empty or nonexistent, it is hard for
O the user to visualize results
• Access to “real” data might
g not be ppossible early y on
• Simulated or sample data may need to be created

Empty data source


shows no results

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205
Creating Simulated Data
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• Keep it simple and small


• Use a spreadsheet or a database table to create rows of data
• No need to segment or separate the data into multiple
sources

Quota data created


in a spreadsheet

ble
Select the cells
fe r a
ns
populated with
sample data and
name the
th cells
ll as
t r a
Quota
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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Non-Dimensional Data Source
as li
a H
s a m • Is often used for prototyping
O • Is a combined, flat row of data
• Mixes fact and dimension data together
• Appears as one long row of information
• Can be swapped for “real” data source later without
changing the model
Period Geography Product
Dimension Dimension Dimension

Sample quota
data for analysis Quota
Fact

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206
Non-Dimensional Data Sources
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Is similar to regular modeling, but provides a way for


multiple logical sources to refer to a single physical
source
• Create physical table source
• Create logical tables
• Add logical joins
• Create necessary measures
ble
• Create the presentation
fe r a
• Test the results
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c
Create e nsPhysical Table Source
as li
a H
s a m • Import or create a single physical source that points to
O the non-dimensional data
y
• Include all the columns and create keys

Physical source
refers to all the data
in the spreadsheet

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207
Create Logical Tables
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• Create separate logical tables and map physical


columns to each logical table

All llogical
i l sources
point to same
physical object

ble
fe r a
t r a ns
on-
columns
s an
Each maps to subset of

) ha ฺ
ฺ c om uide
h o o tG
a den
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Add c e ns
Logical Joins
as li
a H
s a m • Since there are no physical joins, logical joins
O establish the relationships

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208
Create Necessary Measures
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• Example: Since there are multiple fact rows per


dimension, set the dollars measure to aggregate

ble
fe r a
t r a ns
Summarizes dollars
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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c
Create e nsthe Presentation
as li
a H
s a m • Use the standard techniques to create the
O presentation
• Rename columns as appropriate

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209
Test the Results
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• Verify the model by comparing results to the data in


the spreadsheet

ble
fe r a
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
Slide Content
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y
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m ah use
( o sa e to
h m i
c
Summarye ns
as li
a H
s a m • This module showed you how to:
O • Prototype using a spreadsheet
• Model a non-dimensional data source

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210
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 15
Implementation Methodology
and Best Practices
ble
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c e ns
Objectives
as li
a H
s a m • Describe and apply a recommended approach for
O implementing Oracle BI
• Identifyy various implementation
p phases
p
• Understand best practices

Slide Content
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211
Implementing Oracle BI
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• To implement Oracle BI you need to be well versed


with the business process and understand its
information needs
• It is also important to understand the data, their
relationships
• What are some of the business questions that need to
be answered to make informed decisions
ble
• What are customers buying ?
fe r a
• Which are some of the p
profitable markets ?
t r a ns
• Who is selling ?
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
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Follow e nsImplementation Methodology
as li
a H
s a m • Allows you to apply the knowledge and experience
O gathered from previous projects
• Provides a p proven set of tools and p
processes to follow
through the project lifecycle
• Provides a framework for ensuring a consistent, high
quality implementation
• Keeps you focused on the tasks while keeping the big
picture (life cycle) in mind

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212
Oracle BI Implementation Methodology
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• Combines traditional waterfall approach with customer


centric iterative design approach
Prototype
yp
D
Define
fi
Validation
Discovery
Enhancements
/ Performance
Design

ble
Requirements
Build
fe r a
Deploy
p y
t r a ns
n-
Functional
Design
o
s an Detailed
Design

) ha ฺ Solution

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Implementation Methodology
as li
a H
s a m • Each stage has:
O • Activities, inputs, and outputs
• Each stage has formal review processes
• Each stage should have formal sign off
Feedback is sent
back to the
previous stage
Prototype
Define
Validation
Discovery
Enhancements /
Design Performance

Build
Requirements

Deploy
Functional Design

Output is formally Detailed Design


reviewed before
Solution
next stage

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Delivery Approach Best Practice
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• Follow the recommended implementation


methodology
• Start simple
p
• Understand the basic requirements and model them
• Start small, add simple security, and test the model
• Add additional features to the tested business model
• Think Model Centric not Report Centric ble
• Plan for commonly overlooked activities: Performance fe r a
tuning iterations,
tuning, iterations customer training etc
etc.
t r a ns
• For development guidance on-
s an
• Use the Analytics Administration Tool Online Help

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Stagec e ns1: Define
as li
a H
s a m • Objective: Understand the information required to
O running the business
• Understand the basics, since the rest of the approach
depends on the core information needs
• Activities:
• Interview decision makers
• Gather and record information
• Define Measures and Attributes (subject areas)
• Prepare prototype
• Key deliverables:
• Documented information needs (Data and format)
• Prototype

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214
Interview Decision Makers
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• Ask questions, such as:


• What are the key measures that tell you how the business is
doing?
• How
H d
do you analyze
l these
h measures? ?
• Along which dimensions do you analyze this data?
• What do you examine to let you know you’re on the right
track?
• What have been trouble spots in the past?
ble
• What information indicates an issue or problem?
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Gather e ns Additional Information
as li
a H
s a m • Examine existing reports dashboards and determine
O • What is the basic data
• How facts are calculated
• How is the data broken down or grouped
• What data is private or requires security policy
• Who uses the dashboard/report and how frequently

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215
Define Subject Area
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• Identify measures and attributes and define Subject


Area
What ‘by
Wh ‘b b
by’’
combinations are
meaningful to the
user?

What do the
ble
measures
mean? How will this
fe r a
ns
information be
used?
t r a
How does this information roll
on-
an
up or down?

s
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nPractice
as h Best
li c
a H
s a m • Forget reports and think Subject Area
O • Develop prototype as functional as possible and use it
for requirements
q validation
• Separate transactional reporting needs from analytics
reporting needs
• Define exit criteria
• Fully functional prototype (complete set of dimensions and
measures, along with role-based dashboards with
navigation/interactivity) validated by end-users

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Stage 2: Discover
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• Objective: Understand the data sources, entity relationships


and identify the data gaps
• Organize important data into Facts and Dimensions
• Data needs to support answering the business questions
• Key activities:
• Review the source data model
• Identify data gaps
ble
• Build entity relationship diagrams
fe r a
• Assess the build scope
t r a ns
• Key deliverables:
on-
• Defined Physical layer
s an
• Defined security model
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Review e ns Data Sources
as li
a H
s a m • Identify the physical data sources
O • Enterprise data warehouse, transaction system databases,
flat files, operational data store
• Identify gaps
• Examine the data and data relationships
• Many problems viewed as metadata problems are often
traceable to the data itself

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217
Stage 3: Design
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• Objective: Conceptualized the business model and


decide how to present the data to users
• Keyy activities:
• Design the logical schema
• Determine the calculations, aggregations and data mappings
• Design Presentation layer
• Design security model
ble
• Design dashboards and canned reports
fe r a
• Key deliverables:
t r a ns
• Defined Logical layer
on-
• Defined Presentation layer
s an
ha ฺ
• Defined security structure
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Design e ns the Business Model
as li
a H
s a m • Other ways to build the model:
O • Determine date and time relationships
• How real-time does data need to be?
• What will you compare against? Last week, last month,
last year?
• Determine granularity
• To how many levels does the data needs to be broken
down?
• What is the lowest level of data that exists?
• Determine data consistency across dimensions
• What are tables and fields for key dimensions?
• What is relationship between the tables?

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Design the Presentation Layer
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• Group fields into dimensions that


naturally go together
• Such as time, product, geography,
and so forth
• Separate numeric and non-
numeric quantities into separate
folder sets
ble
• Use iterations
fe r a
• Start small and then enhance
t r a ns
on-
an
Expose the most
important facts and

purpose s
dimensions for a given

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Stagec e ns4: Build
as li
a H
s a m • Objective: Build the repository, security model,
O dashboards and requests
• Keyy activities:
• Configure repository
• Configure complex functionalities in the RPD
• Build security framework
• Build the dashboards
• Key deliverables:
• Built repository
p y
• Requests and dashboards
• Updated Physical layer

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Build the Dashboards
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• Make dashboard pages dynamic with drilling and


navigation
• Leverage drill-down to reduce total number of requests
• Have users drill down to detail from summary requests
• Consider timeliness of analytics
• Real time is powerful, but more expensive than data
warehouse only approach
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Stagec e ns5: Validate
as li
a H
s a m • Objective: Test and validate the business model
O • Key activities:
• User testing and validation
• Identify any additional requirements
• Key deliverables:
• Final business requirements
• User signoff

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User Testing and Validation
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• Test the requests in Oracle Answers


• Test the dashboards
• Organize dashboards by user role
• Consider analytics object security
• Test user and data security
• Test access to requests, dashboards, and data
• Allow users to work with testing environment for as
ble
long as possible
fe r a
• Provides p
platform for discussing
g changes
g to requirements
q or
t r a ns
new requirements
on-
s an
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Iterativens Validation & Requirements
as li
a H
s a m • Involve users at all times in the project lifecycle
O • Share often and share all with users
• Let them play in the sand-box or test environments
• Allows users to refine and realize the requirements
• Model feedback in the solution and present to users
for feedback
• Modify the business model to reflect the new fields
• If possible, limit major changes to the business model
• Testing and tuning is an iterative process
• Feedback can be continuous, so choose a cutoff point

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221
Stage 6: Deploy
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• Objective: Migrate to production


• Key activities:
• Migrate
g repository,
p y, requests,
q , dashboards and other custom
objects to production environment
• Smoke test the solution in production
• Validate security structure
• Key deliverables:
ble
• Oracle BI solution in production environment
fe r a
t r a ns
on-
s an
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Leadinge ns Practices
as li
a H
s a m • Use an iterative approach
O • Start small and then enhance
• Understand the basic requirements and model them first
• Enhance the repository based on the basic requirements
• Use prototyping as appropriate

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222
Understand the Business
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• Understand the data meaningful to running the


business
• Learn how the business data is organized and how
performance is measured
• This is critical because the business model will mirror this

ble
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Repository Best Practices..
as li
a H
s a m • ODBC
O • Create system ODBC data sources
• Data
• Examine data to determine how fields are actually populated
• Simulate with spreadsheets or simple database tables, as
necessary, to facilitate prototyping

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Repository Best Practices..
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• Verify that sources exist for all business model data


• Determine lowest level of detail for source data
• Data g
granularity
y determines the deepest
p level of analysis
y
• Combine attributes that describe a single entity
• Ensure that each level in a hierarchy has an
appropriate number of elements and level key
• No level key at the Grand Total level ble
• Never delete logical columns that map to keys of fe r a
physical dimension tables
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Repository Best Practices..
as li
a H
s a m • Hierarchies
O • Arrange dimension sources in order of aggregation from
lowest level to highest level
• Aggregates
• Guideline: Roll up 50 – 100 rows of detailed data to one
aggregate row
• Specify content for all sources, even for lowest level of
aggregation
• Extension tables
• To ensure extension tables are only accessed when
necessary:
• Create separate source for dimension extensions
• Combine fact extension into main fact source

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Repository Best Practices..
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Expose the most important facts and dimensions for a


given purpose
• Delete columns at the p presentation layer
y to ensure
related objects are not lost in the Business Model
• Group fields into folders and sub-folders
• Separate numeric and non-numeric quantities into separate
folder sets
ble
• Group fields into dimensions that naturally go together, such
fe r a
as time, product, geography, and so forth
t r a ns
• Put all columns with aggregation rules in folders marked with
on-
an
the word “Facts”

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Repository Best Practices..
as li
a H
s a m • Updating the repository
O • Limit online administration to minor repository changes
• For major editing, make a backup copy of repository and edit
it offline

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Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• This module showed you:


• Oracle BI project life cycle and implementation methodology
• Detailed steps during implementations and their objectives,
activities and outcomes
• Best practices related to various stages in the project life
cycle
• Best practices related to the repository and metadata
building
ble
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as li
a H
s a m
O <Insert Picture Here>

Module 16
Oracle BI Security

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226
Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Define authentication and authorization


• Describe the different levels at which security is
enforced
• Configure security using Security Manager
• Configure query governing controls

ble
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Business ns Challenge
as li
a H
s a m • Only qualified persons should have access rights to
O data analysis applications
• Data needs to be p protected so that only
y authorized
employees can access sensitive information
• Employees should automatically see the information
that is relevant to their roles

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Oracle Analytics Security
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Authenticates users through their login credentials


• Controls access to application objects and data based
on the user profiles
• Presents relevant data to the users as per the roles

The application
authenticates
Mike
ble
fe r a
t r a ns
on-
s an The application
authorizes Mike

) ha ฺ to view only
certain folders

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Authentication
as li
a H
s a m • Verifies that a user has the right to log in to the
O application and access data, using the set of
username and password
• Oracle BI supports various authentication
mechanisms, including:
• Repository Authentication (Default)
• External database authentication
• Lightweight Directory Access Protocol (LDAP)
• Microsoft Active Directory (ADSI)

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Repository Authentication
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• User login information and group memberships are


maintained in the Oracle BI repository
• To Configure
g repository
p y authentication,, open
p OBI
repository in the Administration Tool and navigate to
Manage > Security

ble
fe r a
t r a ns
on-
s an
Enter user and
group information

) ha ฺ
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Security ns Manager
as li
a H
s a m • Provides options for defining users and repository
O groups
p allow membership
• Groups p to users and other g
groups
p
• Simplifies administration of large numbers of users
• Provides a set of security attributes
Users Groups

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External Database Authentication
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Maintain authentication information in an external


database instead of analytics repository
• Authentication occurs when SQL queries the external
database and locates a username and password match

SQL that queries


the database for
authentication External
ble
Database
fe r a
t r a ns
on-
s an
) ha ฺ
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Authorization
as li
a H
s a m • Application verifies what a user or group is authorized
O to view (Permissions) or Perform (Privileges)
• Defined for server and Web objects

Permissions Privileges
example example

User/Group Permissions User/Group Privileges Granted

User 1 Read User 1 Manage Privileges


User 2 Denied User 2 Create Folders
Group 1 Full Control Web Group 1 Create iBots, Publish iBots
User 3 Denied User 3 Create Folders
Group 2 Read Web Group 2 Create Views

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Oracle BI Security Levels
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Authentication and authorization is enforced on two


levels:
• Object-level security
• Data-level security

ble
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Object-Level Security
as li
a H
s a m • Controls access to repository objects such as subject
O areas, tables, and columns, Configured in Admin Tool
• Controls access to Web catalog g objects,
j , such as
dashboards, folders, filters, views, and reports,
configured in Analytics Web applications

User 2
User 1 session
session

User 1 is authorized to
view additional folders
compared to User 2

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Data-Level Security
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Controls data displayed in user requests and


dashboards, configured in Analytics Administration
Tool
• E.g.: Monthly sales report viewed by two different
users includes same columns but different data
Regional manager has access to all
district managers and their sales reps District manager only has
access to his sales reps
ble
Region District Sales Rep Month Sales
fe r a
Mike
May 
Jun
15K
10K
Region District Sales Rep Month Sales

t r a ns
n-
CINCINNATI May  15K
May  9K Mike
John
o
an
Jun 18K Jun 10K
CENTRAL REGION CENTRAL REGION CINCINNATI
May  25K
Ryan May  9K
DETROIT

h a s
Jun
May 
21K
18K
John
Jun 18K

m )
Jeff
Jun

e ฺ 16K

o
ฺc Gu i d
o o
ah dent
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Implementing Object-Level Security
as li
a H
s a m • For repository objects:
O • Create a new user
• Create a repository group
• Define permissions

• For Web catalog objects:


• Create a Web catalog group
• Assign users
• Define permissions
• Assign privileges

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232
Create a Repository User
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Use Security Manager, in the Administration Tool, to


create a user in the repository

Select Manage >


Security

Select Users

ble
fe r a
t r a ns
on-
s anRight-click white
space, select

) ha ฺ New User

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Create e nsa Repository Group
as li
a H
s a m • Is similar to creating users
O Define group
name

Right-click white Click to add users


space, select New and groups to the
Security Group new group

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233
Assign Permissions
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Set permissions from the Presentation Table


properties dialog box

Click
Permissions

ble
fe r a
t r a ns
Click box to deny
on-
an
SalesUser2
access
s
ha ฺ
)
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Create e nsa Catalog Group
as li
a H
s a m • From Oracle Answers, select Admin > Manage
O Presentation Catalog Groups and Users to create
groups

Click the link to


access Group p
definition page

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234
Create a Catalog Group
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Give Group Name, Password, Dashboard Name and Dashboard


Builder Name

Name of Web Group


should not match any
name of a user

ble
fe r a
t r a ns
Assign either
on-
an
existing
dashboard or User or group with
create new one
s
ha ฺ
rights to modify
dashboard
)
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Assign e ns Users
as li
a H
s a m • Select the Catalog group, in the Manage Catalog Groups and
O Users site, to assign users to a Catalog group
• Users are created in the repository and show up in the web catalog
after first time login

Click Add to
assign user to
the group

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235
Define Permissions
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Click the Manage Interactive Dashboards link to


define permissions
• Locate Catalog group you wish to define permissions for and
click to change level of access

ble
Click the
Permissions
fe r a
ns
icon

t r a
on-
Default settings
s an Click the link

ha ฺ
to toggle to

) appropriate

om uide
permission

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Assign e ns Privileges
as li
a H
s a m • Click the Manage Privileges link to assign privileges

O • Locate the privileges you wish to assign to users or Web groups


• Privileges: Granted and Denied
Select user or
group name to
access the
Privileges page

Notice that privileges


are denied to the
Everyone group and
granted to the
SalesHR group

Click to give Denied or Granted privileges

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236
Privileges
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• Can be:
• Granted to users and groups explicitly
• This has precedence over privileges granted through groups
• Granted or denied to users through memberships in groups
• A user that is a direct member of two or more groups,
with conflicting privileges, is granted the least
restrictive privileges of the groups
ble
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Bypassingns Oracle BI Security
as li
a H
s a m • In the security section of the NQSConfig.ini file, you
O have the option to bypass security

Notice that the Remove # sign, save file,


bypass and restart the Oracle BI
authentication Analytics Server to
parameter is implement change
commented out
by default

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237
Query Limits
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• Multiple queries running simultaneously can hinder


performance
• May consume too many resources
• Affects performance
• Administrators can set a limit on the time it takes the
system to execute a query
• If a query exceeds the limit it will terminate and free up resources
ble
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Settinge ns Query Limits
as li
a H
s a m • Set query limits from Security Manager
O • Limits can be set at either the user or group level

Selecting an object in Double-click the


the left pane will list its object to
associated groups and navigate to the
users in the right pane Group dialog
box

Click
Cli kPPermissions
i i tto
define security for all
members of the group

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238
Setting Query Limits
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• Set limit for a query based on number of rows or time


• Enable: Enforces restriction and cancels the query
• Warn: Logs message in NQServer.log and NQQuery.log if
row limit
li it iis reached
h d
• Ignore: Limits will be inherited from the parent groups
• If there is no row limit to inherit, does not enforce limit

ble
Click ellipsis to define a Specify
maximum
fe r a
ns
disable query
functionality period value in field

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Disablee ns Query Functionality
as li
a H
s a m • Prohibits users from being able to query
O • Allows for other production tasks to be performed such as
batch reporting and table updating, without hindering
performance

Identify the day


and time for
restriction and
click in the box Click to
allow/disallow
highlighted
restriction
period
i d

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239
Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• This module covered how to:


• Define authentication and authorization
• Describe the different levels at which security is
enforced
f d
• Configure security using Security Manager
• Configure query governing controls

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s a m
O <Insert Picture Here>

Module 17
Cache Management

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240
Objectives
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• Understand the importance of cache in OBI


• Configure caching
• g cache files
Manage
• Develop caching strategies

ble
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on-
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ฺ c om uide
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Cachinge ns
as li
a H
s a m • Analytical queries often run against a large data
O volume and require large amount of database
processing time
• Caching allows you to save the results of OBI
requests and reuse them for next run
• OBI evaluates a query to determine if it is a cache hit
• Cache files are stored in location as defined in the
NQSConfig.INI file

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241
Why Cache ?
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• Eliminates redundant queries run on the database


• Query performance
• Using cached results eliminates having to access database
• Frees up database server to perform other tasks
• Faster response time when fulfilling a query from the cache
versus searching through the database
• Network
ble
• Conserves network resources by avoiding connection to the
fe r a
database server
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Queryc e nsCache
as li
a H
s a m • Cache metadata is evaluated to determine if new
O query can:
• Use stored results, referred to as a cache hit, or
• Use database for new results

Oracle BI Server
User’s query request is
translated into logical request If cache miss, the
Cache request is queried
Logical Request Server against the database;
Metadata results are stored in
No
Database cache and sent to
(Cache hit?)
The metadata is user
searched to identify Yes
a match (cache hit)

Query Return
If there is a match, results
Cache Result
are retrieved from the
cache and sent to the user

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242
Implementing Cache
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• Enable and configure cache storage in NQSConfig.INI


file
• Specify
p y directory
y for q
query
y cache storage
g

Specifies directory
for query cache
storage
Set enable
parameter to YES
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Managing ns Cache
as li
a H
s a m • Cache is monitored and managed by:
O • Controlling number of cacheable tables
• Using Cache Manager
• Modifying column display
• Inspecting cache report
• Purging cache entries
• Inspecting query SQL
• Using event polling tables

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243
Configuring Cache Parameters
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• In the NSQConfig file, specify the query volume, size


of the query results, and disk space allocated for
caching

ble
fe r a
t r a ns
Specify limits
on-
an
allowed in the
cache
s
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Making e ns Tables as Non-Cacheable
as li
a H
s a m • By default, all tables in the database are cacheable
O • Cache entry is created if the table has been queried against

Time until a cache


entry is purged
from file

Supplier database
tables Remove check so that any
query made against this
table is not cached

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244
Cache Files
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• Provides same results until the entries are purged


• Potential of stale data if the database is updated and
cache is not purged
p g
• Issues with retaining cache files may arise
• Not purging outdated caches, known as stale caches, can
potentially return inaccurate results over time
• Sizable consumption of disk space
ble
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c e nsCache Manager
as li
Using
a H
s a m • Administrators can view cache entries
O • Allows administrators to manually purge entries by user or by
physical
p y table
• Active in online mode only

Cache
Parent queries
object
displays
entire list
Selecting child
object displays
only the queries
associated to it

245
Inspecting Cache Report
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• Provides administrators with performance information


about the system
• Select Action > Show Info from the Cache Manager window

Monitor both space used


and available, delete
cached queries when
necessary
ble
fe r a
Queries not satisfied
t r a ns
may affect
performance
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Purginge ns Cache
as li
a H
s a m • Allows you to manually purge selected entries or the
O entire query cache
• Use the CTRL key to select multiple cache entries

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246
Inspecting Query SQL
• Is useful in development or troubleshooting a potential issue
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• Useful in evaluating cache statistics

ble
fe r a
t r a ns
on-
an
To view the Query SQL:
1. Select the query
2. Select SQL > Show
s
ha ฺ
)
ฺ c om uide
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m ah use
( o sa e to
h m i
c e nsEvent Polling Tables
as li
Using
a H
s a m • Event polling tables store information about updates in
O underlying databases
• OBI Server polls table at set intervals and invalidates any
cache entries corresponding to updated tables
• Can be sole method of cache management or be used with
other cache management techniques
• Caution: There will always be a polling interval in which the
cache is not completely up to date
• Result:
R lt P
Potential
t ti l ffor stale
t l ddata
t iin cache
h

247
Consideration: Using a Cache Hit
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• A cache hit occurs when certain conditions are


satisfied:
• Resultant table of a new query is equivalent to or subset of
the cache
• Query is at the same level or higher level than cache
• WHERE clause constraint is equivalent to or subset of the
cache
• SELECT list columns of a new query are equivalent to those ble
in the cache
fe r a
p
• SELECT list columns composed of expressions
p of a new
t r a ns
query are equivalent to those in the cache
on-
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Summarye ns
as li
a H
s a m • This module showed you how to:
O • Manage cache files

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248
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<Insert Picture Here>

Module 18
Performance Tuning

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Objectives
as li
a H
s a m • Understand the request and data flow in Oracle BI
O • Identify critical points hindering performance
• Identifying performance bottlenecks
• Learn best practices for high performing BI

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249
OBI Request Processing
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• Analytical queries often run against a large data


volume and require large amount of database
processing time
• Caching allows you to save the results of OBI
requests and reuse them for next run
• OBI evaluates a query to determine if it is a cache hit
• Cache files are stored in location as defined in the
ble
NQSConfig.INI file
fe r a
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on-
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OBI c e ns
Request Processing
as li
a H 1 2 3
s a m Clients
Oracle BI
Web
Oracle BI
Server
Data
Sources
O 6 Server 5 4

1. User views a dashboard or submits an Answers request


1
2. The OBI presentation server makes a request to OBI Server
3. The Oracle BI Server using the .rpd file, optimizes functions
and generates SQL to request the data from the data sources
4. The data source processes the SQL and returns the data to
Oracle BI server
5. The Oracle BI Server performs additional functions and
calculations
l l ti and
d sends
d the
th d
data
t to
t OBI presentation
t ti server
6. The OBI presentation server formats the data and sends it to
the client
Any of the above components or steps in the request processing
can become a performance bottleneck

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250
Client and Network
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1 Oracle BI 2 3
Oracle BI Data
Clients Web
Server Sources
6 Server 5 4

• Like any other enterprise application, network configuration,


traffic and bandwidth will play a critical role in the end user
experience on performance and interactivity
• Follow the minimum system requirements specified in the
ble
product documentation
fe r a
• Ensure sufficient memory on the client machines
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Oracle e nsBI Presentation Server
as li
a H
s a m 1 Oracle BI 2 3
O Clients
6
Web
Server 5
Oracle BI
Server
4
Data Sources

• Oracle BI presentation server receives data from Oracle BI


server and formats it based on the metadata definitions
• Presentation server performance depends on the server
configuration and the amount of data it has to process
• Design simple reports with less amount of data and enable
drill downs for detailed analysis
• Apply default filters to limit the data returned to user
• Create visually appealing and simple summary level
dashboards
• Consider enabling browser cache

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251
Oracle BI Server & Metadata
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

1 2 3
Clients
Oracle BI Oracle BI Data Sources
Web Server Server
6 5 4

• Oracle BI server converts analytics requests into physical SQL


queries and sends them back to the database
• Model efficient joins using simple star schemas
• Avoid excessive runtime calculations and push them to
ble
database server as much as possible
fe r a
ns
• Avoid data consolidation and aggregation in the BI server layer
• C l
Co-locatet BI server anddddatabase
t b servers on th
the same network
t k
t r a
if possible
on-
• an
Follow repository best practices for controlling query
s
generation
) ha ฺ
• Consider caching
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Identifying performance bottlenecks
as li
a H
s a m • Record run times of the poor performing requests
O • Enable query logging and review log file to identify
logical and physical query run times
• Review queries for potential metadata issues
• Run the poorly performing queries directly against
the database
• See the execution plan of the queries and identify
bottlenecks
• Consider building indexes
• Consider building aggregates
• Consider query caching

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Data Sources
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1 2 3
Clients
Oracle BI Oracle BI Data
Web Server Server Sources
6 5 4

• Optimize database performance with the help of DBAs on the


project
• Connect using DB specific connection protocols
• Follow data warehousing principals while modeling the DW
ble
• Avoid using snow flake and other normalized structures thus
fe r a
ns
avoiding joins
• B ild aggregates
Build t for
f high
hi h volume
l d
data
t
t r a
• Build fragment or partitions for tables if required on-
• an
Ensure appropriate indexes, defragmentation and other routine
s
DB maintenance tasks on time
) ha ฺ
ฺ c om uide
h o o tG
a den
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Summarye ns
as li
a H
s a m • In this module you learned
O • Processing of request in Oracle BI architecture
• Potential performance bottlenecks in the request processing
• Best practices to avoid performance pitfalls at those
bottlenecks
• Identifying performance bottlenecks

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Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

<Insert Picture Here>

Module 19
Oracle BI For MS Office

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Objectives
as li
a H
s a m • Understand MS Office plug in for Oracle BI
O • Identify the required components to enable office
integration
• Install and configure MS office server and client for
Oracle BI

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254
Oracle BI for MS Office
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• Allows users to analyze BI reports inside of MS office


document (Excel and PowerPoint)
• Allows you to insert OBI views as native office tables and
charts leveraging office functionality while referencing the OBI
data
• Available in office as an office ribbon (Office 2007) or menu
and toolbar (Office 2003)
• Obtain fresh data by refreshing office views
ble
• Allows users to copy and paste objects from OBI to MS
fe r a
ns
documents
• A Flat Data View provides request data in a simple tabular
t r a
format
on-
• Supports the Oracle BI security model
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Oracle e nsBI for MS Office
as li
aH
BI
Table OBI Presentation

am View Toolbar Catalog

O s

Chart Chart Request


View View Properties

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Oracle BI for MS Office Components
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• Includes Oracle BI Office server and the Oracle BI


Add-in for MS Office client.
• Client includes the Oracle BI Office Add-In for Excel
and PowerPoint. This chapter describes how
• to install and configure the BI Office server and
client.

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Configuring Oracle BI Office Add-In
as li
a H
s a m • Includes following steps
O • Install the BI Office Server
• Deploy configuration files
• Install the BI Office Client
• Configure Client Connections
• Launch Oracle BI office Add-In

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256
Installing OBI Office Server
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• The OBIEE installer installs the BI office server.


• Open instalnceconfig.xml file and look for the following entry
• <BIforOfficeURL>client/OracleBIOffice.exe</BIforOfficeU
RL>
• Go to the above directory location and validate that
OracleBIOffice.exe file exists

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Deployingns Configuration Files
as li
a H
s a m • The OBIEE installer installs the Oracle BI Office
O server into the J2EE container with the Presentation
Services Plug-in.
• The installer copies the client/OracleBIOffice.exe file
in the location where Presentation Services is running
and updates the instanceconfig.xml file
• The client install executable is available for download
from the More Products menu in Oracle BI Interactive
Dashboards and Oracle BI Answers.

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257
Installing BI Office Client
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• To install the BI Office Client:


• Log in to OBI Answers or OBI Dashboards
• Select the More Products > Download Oracle BI for Microsoft
Office

ble
fe r a
ns
• Save OracleBIOffice.exe on your local drive
• Close all Microsoft applications and run the saved file
t r a
• Follow the installation prompts and complete the install on-
s an
) ha ฺ
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Configurens Client
as li
a H
s a m • Setup connection to Oracle BI for MS Office Add-In
O • Go To Oracle BI > Preferences in the office application

• Click New and enter the office server connection information

• Test Connection

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Launching BI Plug In
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• Click on the Login button on Oracle BI menu

• Select the connection enter your OBI login credentials


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c
Openinge ns BI Catalog in Excel
as li
a H
s a m Refresh
Catalog
O
Oracle BI for MS Office toolbar Add
provides
id additional
ddi i l options
i to R
Request
t
work with requests

Oracle BI Catalog
opens in Excel

Properties of
selected request
is displayed here

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259
Adding Request Views to Excel
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

Select view and


click on Add
view button

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Refreshing Data
as li
a H
s a m
O
Click Refresh
or Refresh All

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260
Summary
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• This module showed you:


• Oracle BI for Microsoft Office plug in and its usage
• How to install and configure MS office plug in
• How to install and configure MS office client components
• Launch and use Oracle BI from within Microsoft Office

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on-
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c e ns
as li
a H
s a m
O <Insert Picture Here>

Module 20
Oracle BI Implementation
Case Study

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261
Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ

• To experience the project life cycle of a typical


Oracle BI Implementation
• Understand the nature of requirements exercise and
building a solution to meet them
• Exercise the Oracle BI implementation methodology,
learned in module 15
• Exercise the configuration skills acquired over last
ble
four days
fe r a
t r a ns
on-
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) ha ฺ
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( o sa e to
h m i
c e ns : The Paints Company
Colorblind
as li
a H
s a m • Colorblind Corporation is in the business of manufacturing and
selling paint to domestic customers
O • Colorblind sells four different brands of paint in different
combinations of color and finish
• The sales are managed across various regions, broken down
into districts and markets
• Colorblind tracks their sales in units and dollars
• Their brand management team would like to track brand
performance via a single consolidated dashboard that provides
them a snapshot of current year, prior year and summary level
product performance
• A business analyst has prepared a mockup of this dashboard
for them which has been accepted and approved by business

Adobe Acrobat
Document

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262
Understanding Business
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• What is important for colorblind to measure


• What are the critical attributes that they can
measure across
• What do they sell and how is it structured
• Where do they sell and how is it structured
• Who sells and how are they structured
• What data is available for analysis ble
fe r a
• What is the format and structure of the data
available
il bl ffor analysis
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on-
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Stagec e ns1: Define
as li
a H
s a m • Identify Measures and attributes
O • Define Product Hierarchy
• Define Market Hierarchyy
• Define Period Hierarchy
• Document requirements into a Subject Area format
• Begin with dashboard and build subject area model

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Stage 2: Discover
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• Understand the data model and identify the available


schema
• Identify data gaps

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Stagec e ns3: Design
as li
a H
s a m • Design the logical schema
O • Identify aggregations, calculations, time series etc
and design build logic
• Design Presentation Layer (Subject Area)
• Prepare Dashboard and reports design

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Stage 4: Build
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• Import physical objects in the RPD


• Create physical joins
• Build business model and create dimensions
• Build measures
• Develop presentation layer catalogs
• Develop Dashboard, prompts and requests
ble
• Build dashboard
fe r a
• Publish dashboard
t r a ns
• Validate dashboard
on-
s an
) ha ฺ
ฺ c om uide
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c
Summarye ns
as li
a H
s a m • This module showed you:
O • A complete walk through of a real life Oracle BI
implementation cycle
• Understanding of requirements analysis and solution design
• Experience on building the solution as per designed
components
• Building Dashboards as per user requirements
• Deploy a dashboard for users

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