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Necto TrainingModule 6: Necto Data Sources and Universal Data Connector (UDC)
Objectives
By the end of this lesson you will be able to:
Create a New View Manage Data SourcesManage Models
Agenda
What is Panorama Necto Universal Data Connector (UDC)Defining Data SourcesDefining ModelsDefining Views
What is Panorama Necto Universal Data Connector (UDC)
Source, operational raw data
Modeling, aggregations, semantics
Business Logic and Security
Necto
MS SQL
Oracle
SAP
SSAS
Flat Files
Applications
Analysis Services
Necto Universal Data Connector- Data Connectors- Modeling Engine- Data Management
Necto BI Server- BI MDX/DAX Engine- Business Logic- Security- Administration,
cache
WorkboardsPowerPivot
Panorama Necto Architecture
Data Sources
Analysis Services Cubes (OLAP)UDC extends Necto’s ability to connect to non-OLAP data sources
Relational databases, such as: SQL Databases, Oracle Databases and moreFlat files (Excel / CSV)
Additional Data Sources supported by Necto
MS Reporting Services
MS PowerPivot for Excel 2010
Necto Data Model
Date SourcesDefine connectivity properties, such as loginDefine source query
ModelsAdd Semantics to the data for better analysis (Measures, Attributes, Hierarchies, etc.)
ViewsConnect to your model, display the data
Analysis Services
Flat Files Reporting Services
Power Pivot
Relational Databases
Definition Process
Define Data Sources
Define Models
Define Views
Defining Data Sources
Define Data Sources
Define Models
Define Views
Data Source and Model Definition Click to enter
definition page
1. Define the Data Source
2. Define the Model
Creating a New Data Source
Data Sources are organized in folders:• Public• Private• Other User’s
Can create sub folder
Share or set permissions
Select Data Source type
Analysis Services Definition
Select a server
Select a database
Edit connection string
Add parameters
Don’t forget to Save, when done
Relational Data Source Definition
Enter connection parameters
Select a database
Click to enter a query - mandatory
Query Builder
Drag table or view to query
Check syntax
Run query
Write query here
Excel or CSV Data Source
.xls .xlsx – can select sheet
.CSV – First sheet only
Reporting Services Definition
Exercise 1 – Creating a Data Source
Create an Excel Data Source using the file 06_Sample_data_source.xls
Defining Models
Define Data Sources
Define Views
Define Models
Model Definition
After defining a Data Source, you need to define a Model for it
Creating a New Model
Select a folder to create model in
Select New
Select a Data Source
Creating a Model for Excel Data Source
Order of definition
Columns in the Excel file
Model definition process for Relational database is similar to that of Excel
My World
1.Select columns to be included in the model
2. Click on Measures to continue to next definition page
Measures
All numeric values are displayed.Select the ones that are measures.
For each measure, you can select format and aggregation type
Date and Time
Click to add a Hierarchy
Hierarchies
Drag to change order
Drag fields to Hierarchy
Click Apply
Filter
Select a field and available values will be extracted from excel
Summary
Exercise 2 – Creating a Model
Create Model for the Excel Data Source
Using Data Sources in View Definition
Define Data Sources
Define Models
Define Views
Defining Views
1. Edit a Workboard
2. Add a view component
3. Edit the view component
Creating a New View Component
Open ExistingCreate New:
New View Based on: Analysis Services
New View Based on: Necto UDC (Model)
New View Based on: Necto UDC (Model)
Using Excel as Data Source
We have seen 2 methods of using Excel. What is the difference?Defin
e Data Sources
Define Models
Define Views
Define Views
If you do not define the excel as a Data Source and define a Model – you will not be able to define Measures, Attributes, Hierarchies, etc
New View Based on: MS SQL Reporting Services
New View Based on: Power Pivot
Review
What are the types of Data Source Panorama Necto can access?Can many Models be based on a single Data Source?Can a Model be reused in the future?Can Data Sources be publicly shared?
Exercise
Use an Excel sheet to:Create a Data SourceCreate a ModelUse the Model in a new View
Create an additional View: This time use Excel directly as the Data Source
Thank youAny Questions?