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OPN Oracle BI EE 10.1.3 Implementation Bootcamp Ed 1 (Student Guide)
OPN Oracle BI EE 10.1.3 Implementation Bootcamp Ed 1 (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
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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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O The following is intended to outline our general
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1
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<Insert
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Title of Presentation
OBIEE 10.1.3 Implementation Boot Camp
Presenter’s Name
Presenter’s Title
Presenter’s Name
Presenter’s Title
2
Key Content Contributors
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Contributing Companies
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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
Module 0
Boot Camp Introduction
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O • Introductions: Instructor and Participants
• Overview of Boot Camp
• Goals & Objectives
• Course Pre Requisite
• Methodology
• Course Structure
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Slide Content
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4
Overview of OBIEE Boot Camp
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Slide Content
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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
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Slide Content
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as h What
li c the Pre-requisites ?
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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
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as h Boot
li c Agenda
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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
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Slide Content
© 2008 Oracle Corporation – Proprietary and Confidential Contributed by:
7
Boot Camp Agenda
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Slide Content
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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
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
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s a m John Kopcke
O Senior Vice President
EPM Global Business Unit
Oracle Corporation
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Slide Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential
10
Oracle’s EPM Vision: Extend Operational
Excellence to Management Excellence
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Competitive
Advantage
MANAGEMENT EXCELLENCE
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© 2008 Oracle Corporation – Proprietary and Confidential
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Oracle’s
e n s Performance Management
Hash lic
m a
s a
O EPM Workspace
Performance Management
Applications BIBIApplications
Applications
Fusion Middleware
OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, Custom XML Process
For Oracle employees and authorized partners only. Do not distribute to third
Slide Content
parties.
Contributed by:
© 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
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Foundation
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c e ns Business Intelligence Evolution
as li
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s a m Auto Comms.
& Media
Energy
Public Interactive Reporting & Ad-hoc Proactive Disconnected MS Office
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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
Transformation
OWB Relational
PRODUCT REGION
(ELT) OLAP
OLAP TIME
Data Mining
Relational Data Mining
Oracle Transformation
Data Mining
Oracle Discoverer
(Disco) TIME
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Slide Content
parties.
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© 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
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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
Slide Content
parties.
Contributed by:
© 2008 Oracle Corporation – Proprietary and Confidential
13
Oracle BI Enterprise Edition Plus
(OBIEE+)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
ODBC
Common Enterprise Information Model
Oracle BI Server
ble
fe r a
Set
a ns
nd
Goals
Align Plan
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Insight
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Performance
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Action
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epo t Monitor
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c e ns “EPM System”
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a H EPM Workspace
s a m Oracle BI Applications
O Sales
Service &
Contact
Center
Marketing
Order Mgmt
& Fulfillment
Supply Chain Financials
Human
Resources
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
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Slide Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential
14
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
Business Intelligence
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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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© 2008 Oracle Corporation – Proprietary and Confidential
15
Typical BI Challenges
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as li
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kforce
Customers Suppliers
ment
Distributtion
ons
Marketing
ce
Service
Procurem
Operatio
Financ
s
Sales
HR / Work
Customers Suppliers
Customers Suppliers
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Slide Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential
16
Solution: Oracle BI
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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
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Slide
Slide Content
Content
parties.
Contributed
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by:
© 2008 Oracle Corporation – Proprietary and Confidential
17
Oracle BI Enterprise Edition Plus
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Contributed
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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
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
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Slide Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential
18
Oracle BI Applications
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
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sama w/ BI Applications
Oracle BI Applications
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Contact
Center
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Order Mgmt
& Fulfillment
Supply Chain Financials
Human
Resources
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.
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© 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
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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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
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by:
© 2008 Oracle Corporation – Proprietary and Confidential
20
Oracle BI Dashboards
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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
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Content
parties.
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© 2008 Oracle Corporation – Proprietary and Confidential
21
Oracle Delivers
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ble
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For Oracle employees and authorized partners only. Do not distribute to third
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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
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Slide Content
Content
parties.
Contributed
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© 2008 Oracle Corporation – Proprietary and Confidential
22
Oracle BI Administration Tool
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ble
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© 2008 Oracle Corporation – Proprietary and Confidential
m i@ Stu
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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
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Content
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by:
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23
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Module 2
OBIEE Architecture
ble
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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
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Oracle BI Suite Enterprise Edition
Unified Business Intelligence Infrastructure
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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
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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
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
25
Oracle BI Architecture
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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
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Slide Content
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26
Oracle BI Web Server
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)
ฺ c om uide
o o tG
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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
27
Oracle BI Server
• Provides efficient processing to intelligently access the physical
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ฺ c om uide
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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
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Repository File (.rpd)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
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
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h
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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
For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
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NQSConfig.ini
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ฺ c om uide
o o tG
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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
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Log Files
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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
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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
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Data Sources
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ETL c e ns
Overview
as li
a H • Three approaches to accessing / loading
s a m source data
• Batch ETL
Oracle Data
Warehouse
extractions Connect
C Connect
C
SQL
SQL
SQL
App Layer
Siebel
• Application Administration, Execution and OLTP
Oracle Other
Monitoring
PeopleSoft SAP
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Data Warehouse Application Console (DAC)
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• 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 ฺ
)
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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
Scheduler Server
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33
Clustering Oracle BI Servers
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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
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Slide Content
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Module 3
Oracle BI Installation
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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
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35
Basic Installation Architecture
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• Default Directories
• Server files path - C:\OracleBI
ble
• Data files path - C:\OracleBIData
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on-
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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
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36
System Requirements & Platforms
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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
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c e
Supportedns Platforms
as li
a H
s a m • Windows
O • Unix
• Solaris
• HP-UX
• IBM AIX
• Linux
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Slide Content
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37
Installation Pre-Requisites
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ble
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ฺ c om uide
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c e
Database ns Connectivity / Clients
as li
a H
s a m • OLTP
O • OLAP
• Flat Files
• Oracle
• SQL*Server
• Teradata etc.
For Oracle employees and authorized partners only. Do not distribute to third parties.
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Installing Oracle BI Server
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ble
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on-
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) ha ฺ
ฺ c om uide
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h
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c e ns Oracle BI Server…
Installing
as li
a H
s a m • Select the Setup type as ‘Complete’
O
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Installing Oracle BI Server…
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ble
fe r a
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on-
s an
) ha ฺ
ฺ c om uide
o o tG
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h
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c e ns Oracle BI Server…
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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ble
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on-
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c e ns Oracle BI Server…
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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ble
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on-
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c e ns Oracle BI Server…
Installing
as li
a H
s a m • After the installation is complete, installation summary
O screen appears
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Installing Oracle BI Server…
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ble
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on-
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c e ns Oracle BI Server…
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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Verifying installation…
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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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Summary
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ble
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as li
a H
s a m
O <Insert Picture Here>
Module 4
Oracle BI User Interface
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Objectives
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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
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Slide Content
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Intelligence Dashboards
• Are pages in a Oracle BI application used to display:
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Accessingns Intelligence Dashboards
as li
a H • To access Intelligence Dashboards, visit the application URL
For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
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Dashboards Objects
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
Page Tabs
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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c e
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
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ble
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on-
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) ha ฺ
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c
Viewinge ns Intelligence Dashboard Detail
as li
a H
s a m
O
Click to
drill down
Dashboard
displays detail data
For Oracle employees and authorized partners only. Do not distribute to third parties.
Slide Content
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Viewing Different Data or View
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Select from
drop down
ble
fe r a
t r a ns
Displays
on-
an
selected
column
s
ha ฺ
)
ฺ c om uide
o o tG
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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
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Dashboard Page Options
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ble
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c e ns Dashboard Links
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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Slide Content
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Administration
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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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c
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
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Starting Oracle Answers
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Click
Answers link
My Dashboard to navigate
screen appears Answers
ble
after entering
login credentials
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s an
) ha ฺ
ฺ c om uide
o o tG
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c
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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Creating Requests in Oracle Answers
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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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Modifying Request Criteria
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
• 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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Displaying Request Results
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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
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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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Saving a Request
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
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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c
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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Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
Module 5
Developing Oracle
Dashboards & Delivers
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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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OBI Interactive Dashboards
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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
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Dashboard Pages
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Dashboard
Pages
ble
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t r a ns
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
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Dashboard Editor..
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Add Column
Dashboard Add Page
Properties button
button
Print
Properties
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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
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ฺ c om uide
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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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Dashboard Columns
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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
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Dashboard Print Controls
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ble
fe r a
t r a ns
n-
Print options dialog
box
o
s an
) ha ฺ
ฺ c om uide
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
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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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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
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
ble
fe r a
ns
Click Preview to
view the results
t r a
on-
s an
) ha ฺ
ฺ c om uide
o o tG
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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
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Folders Continued
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Click a folder
to expand the
contents
ble
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s an
) ha ฺ
ฺ c om uide
o o tG
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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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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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Interactive Dashboards: Step 3
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ble
Click finish
fe r a
t r a ns
Name the dashboard
on-
s an
) ha ฺ
ฺ c om uide
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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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Interactive Dashboards: Step 5
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Click
Save
ble
fe r a
Add content in Define object
t r a ns
n-
the column properties
o
s an
) ha ฺ
ฺ c om uide
o o tG
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Interactive
as li
a H
s a m
O
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Oracle BI Delivers
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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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Alerts
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
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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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Delivery Profiles
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
• 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
t r a ns
on-
s an
) ha ฺ
ฺ c om uide
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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
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ble
Click Edit My
Account
fe r a
t r a ns
o n-
s an
) ha ฺ
ฺ c om uide
o o tG
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Add c e ns
Device
as li
a H
s a m
O
Add Devices
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Specifying Device Detail
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ble
Device Type : HTML
Address/Number :
fe r a
ns
user@xyz
t r a
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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Setup Delivery Profile (Cont..)
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Click Finish
ble
fe r a
Specify content
t r a ns
n-
priority
o
s an
) ha ฺ
ฺ c om uide
o o tG
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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
ble
Click Create New iBot
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) ha ฺ
ฺ c om uide
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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
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ble
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ฺ c om uide
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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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Schedule Tab
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)
ฺ c om uide
h o o tG
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c e
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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Recipients Tab
• Specify recipients: Self or specified list of users
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2010, Oracle and/or its affiliatesฺ
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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Configure the Destinations Tab
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ble
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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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Advanced Tab (Optional)
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ble
fe r a
t r a ns
on-
s an
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ฺ c om uide
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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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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
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O <Insert Picture Here>
Module 6
Introduction to
Dimensional Modeling
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Objectives
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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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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
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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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Dimensional Modeling
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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
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Fact Table
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Product Sales Program
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• Dollars
• Units
• Shipments s
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)
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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
• Name
• Month Time • Format
• Year
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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
Time
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Snowflake schemas
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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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O <Insert Picture Here>
Module 7
Exploring Oracle BI
Repository
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Objectives
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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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Default location
of repository files
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Oracle BI
Repository file
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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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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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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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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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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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Year
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Month
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Week
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)
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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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Physical Layer Objects
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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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Query Repository Feature
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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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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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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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Data Sources
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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
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Connection Pool
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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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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
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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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Physical Layer Objects
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Maintains different
schema definitions
ble
Represents the metadata
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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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ble
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t r a ns
n-
Provides the Oracle BI
Server with information to
o
an
connect to the Paint data
source
s
ha ฺ
)
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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
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110
Define System DSN for Paint.xls
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Select Microsoft Excel
Driver
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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
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Import Schemas
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ble
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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 ฺ
)
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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
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Import Schemas..
• Create the primary key – foreign key joins
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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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Define Connection Pool Properties..
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E t the
Enter th number
b off
connections allowed for this
connection pool
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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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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
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115
Define Foreign Keys
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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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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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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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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
Logical column
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119
Data Source Mappings
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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
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120
Logical Primary Keys
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Logical primary keys
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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
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Logical Table Schemas
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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
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122
Developing Business Layer
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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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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-
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) 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
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124
Create Logical Joins
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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 and
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ns
select Properties
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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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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
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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
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128
Presentation Tables and Columns
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Presentation
Table
ble
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ha ฺ
Column
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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
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Dragging and dropping
creates the new catalog
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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
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130
Customize the Presentation Catalog
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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
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ble
Use the Columns tab
fe r a
ns
and the Up and Down
buttons to reorder
columns
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on-
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) 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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c e ns Columns
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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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
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Expose the logical keys to
other ODBC clients
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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
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s a m
O <Insert Picture Here>
Module 9
Testing and Deploying OBI
Repository
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136
Objectives
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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
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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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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
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Users will
query the
paint subject
area to get
answers
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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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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
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ble
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t r a ns
Set the appropriate
logging level for user
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) ha ฺ
ฺ c om uide
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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
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142
Start Oracle BI Server
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on-
s an
) ha ฺ Right-click the service
and select Start
ฺ c om uide
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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 attributes of
selected column
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143
Execute SQL to Verify Results
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ble
fe r a
Enter SQL query and
t r a ns
click the Execute
button
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s an
) ha ฺ
ฺ c om uide
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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
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144
Examine the Query Log File
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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
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s a m
O <Insert Picture Here>
Module 10
Complex Repository
Modeling
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146
Objectives
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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
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ble
New measure
to calculate
fe r a
Price Per Unit
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on-
s an
) ha ฺ
ฺ c om uide
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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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Specifye ns Logical Columns as Source
as li
a H
s a m
O
Name the new
logical column
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149
Expression Builder
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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 Expression
on-
an
Builder
s
ha ฺ
)
ฺ c om uide
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nFormula
as h Build
li c
a H
s a m • Select physical columns and expressions to construct
O the formula
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151
Advanced Functions
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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
a den
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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
where
T55.ProdKey = T82.ProductKey and
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152
Example: Using Physical Columns
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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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O <Insert Picture Here>
Module 11
Using Multiple Sources
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154
Objectives
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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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ble
fe r a
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o n-
an
These normalized tables contain
additional product information
s
ha ฺ
and are joined to Products
)
ฺ c om uide
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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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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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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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ble
fe r a
t r a ns
on-
This physical column
s an
contain the additional
product information
) ha ฺ
ฺ c om uide
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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
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158
Verify Column Mapping
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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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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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ble
fe r a
Currentt mapping
C i
t r a ns
for Type logical
on-
an
column
s
ha ฺ
)
ฺ c om uide
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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
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161
Additional Source
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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 ฺ
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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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Define e nsColumn Mapping
as li
a H
s a m • The Type logical column is now mapped to two
O physical tables
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163
Content Specification
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ble
fe r a
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on-
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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
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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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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
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165
Partition
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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
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166
Value-Based
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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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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
Product Total
Sales Rep Date Year Region
Sale Dollars
1100 19980105 10000 1998 200000 Central
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167
Mixed
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Total Total
Month Region Year Region
Dollars Dollars
199801 10000 Central 1998 200000 Central
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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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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
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169
Implementation Steps
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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
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170
Time Series Comparisons
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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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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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s
ha ฺ
)
ฺ c om uide
h o o tG
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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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Modeling ns Calculated Metrics
as li
a H
s a m • Now column created for Year Ago Dollars
O
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174
Using Calculation Wizard
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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…
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Compares dollars
with Year Ago Dollars
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) ha ฺ
ฺ c om uide
h o o tG
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Create e nsNew Measures
as li
a H
s a m • Finish screen will appear just click Next.
O
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176
Select Measures and Calculations
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ble
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ns
Comparison
measures added
to the fact table
t r a
on-
s an
) ha ฺ
ฺ c om uide
h o o tG
a den
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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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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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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
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Module 12
Hierarchies and Level
Based Measures
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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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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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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
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180
Building Hierarchy
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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 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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ble
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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
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183
Add Dimension Columns
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Results in
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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)
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184
Implement Level-Based Measures
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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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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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Drill down
for details
Share and rank are
relative to period
ble
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on-
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) ha ฺ
ฺ c om uide
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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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Period
Total Total Total Hierarchy
ble
Dimension Hierarchies
o
UPC
s an Market Week
) ha ฺ
om uide
Product Day
ฺ c
o tG
h o
a den
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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
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188
Modeling Aggregates in RPD
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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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Aggregate fact
table
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) ha ฺ
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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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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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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
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191
Business Layer for Aggregate Continued
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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
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192
Test the Results…
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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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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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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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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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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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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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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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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
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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
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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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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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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
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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
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202
Test
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) ha ฺ
ฺ c om uide
h o o tG
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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
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Module 14
Prototyping
ble
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on-
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) ha ฺ
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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
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ble
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Allows users to
query quota
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product by region and by period
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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
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Creating Simulated Data
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ble
Select the cells
fe r a
ns
populated with
sample data and
name the
th cells
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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
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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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All llogical
i l sources
point to same
physical object
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on-
columns
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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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ble
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Summarizes dollars
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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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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
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Module 15
Implementation Methodology
and Best Practices
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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
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211
Implementing Oracle BI
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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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ble
Requirements
Build
fe r a
Deploy
p y
t r a ns
n-
Functional
Design
o
s an Detailed
Design
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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
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213
Delivery Approach Best Practice
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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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Interview Decision Makers
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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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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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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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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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218
Design the Presentation Layer
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purpose s
dimensions for a given
ha ฺ
)
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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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219
Build the Dashboards
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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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220
User Testing and Validation
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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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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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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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223
Repository Best Practices..
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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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224
Repository Best Practices..
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s
ha ฺ
)
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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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225
Summary
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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
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ble
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t r a ns
on-
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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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227
Oracle Analytics Security
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The application
authenticates
Mike
ble
fe r a
t r a ns
on-
s an The application
authorizes Mike
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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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228
Repository Authentication
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ble
fe r a
t r a ns
on-
s an
Enter user and
group information
) ha ฺ
ฺ c om uide
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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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229
External Database Authentication
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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
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230
Oracle BI Security Levels
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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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231
Data-Level Security
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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
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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
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232
Create a Repository User
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Select Users
ble
fe r a
t r a ns
on-
s anRight-click white
space, select
) ha ฺ New User
ฺ c om uide
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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
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233
Assign Permissions
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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
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234
Create a Catalog Group
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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
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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
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ble
Click the
Permissions
fe r a
ns
icon
t r a
on-
Default settings
s an Click the link
ha ฺ
to toggle to
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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
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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
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237
Query Limits
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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
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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ble
Click ellipsis to define a Specify
maximum
fe r a
ns
disable query
functionality period value in field
t r a
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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
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239
Summary
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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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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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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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Implementing Cache
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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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Configuring Cache Parameters
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Specify limits
on-
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cache
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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
Supplier database
tables Remove check so that any
query made against this
table is not cached
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Cache Files
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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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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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Inspecting Query SQL
• Is useful in development or troubleshooting a potential issue
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ble
fe r a
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on-
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To view the Query SQL:
1. Select the query
2. Select SQL > Show
s
ha ฺ
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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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Summarye ns
as li
a H
s a m • This module showed you how to:
O • Manage cache files
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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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OBI Request Processing
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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
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Client and Network
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1 Oracle BI 2 3
Oracle BI Data
Clients Web
Server Sources
6 Server 5 4
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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
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Oracle BI Server & Metadata
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1 2 3
Clients
Oracle BI Oracle BI Data Sources
Web Server Server
6 5 4
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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
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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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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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Oracle BI for MS Office
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Oracle e nsBI for MS Office
as li
aH
BI
Table OBI Presentation
O s
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Oracle BI for MS Office Components
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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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Installing OBI Office Server
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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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Installing BI Office Client
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• 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-
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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
• Test Connection
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Launching BI Plug In
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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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Adding Request Views to Excel
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Refreshing Data
as li
a H
s a m
O
Click Refresh
or Refresh All
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Summary
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s a m
O <Insert Picture Here>
Module 20
Oracle BI Implementation
Case Study
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Objectives
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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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Understanding Business
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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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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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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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O
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