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OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp Activity Guide D72853GC10 Edition 1.0 August 2011 Oracle Internal & Oracle Academy Use Only

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OBIEE 11g Bootcamp- Activity Guide

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Page 1: OBIEE 11g Bootcamp_ AG

OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp

Activity Guide

D72853GC10

Edition 10

August 2011

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Copyright copy 2011 Oracle andor it affiliates All rights reserved

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws You may copy and print this document solely for your own use in an Oracle training course The document may not be modified or altered in any way Except where your use constitutes fair use under copyright law you may not use share download upload copy print display perform reproduce publish license post transmit or distribute this document in whole or in part without the express authorization of Oracle

The information contained in this document is subject to change without notice If you find any problems in the document please report them in writing to Oracle University 500 Oracle Parkway Redwood Shores California 94065 USA This document is not warranted to be error-free

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government the following notice is applicable

US GOVERNMENT RIGHTSThe US Governmentrsquos rights to use modify reproduce release perform display or disclose these training materials are restricted by the terms of the applicable Oracle license agreement andor the applicable US Government contract

Trademark Notice

Oracle and Java are registered trademarks of Oracle andor its affiliates Other names may be trademarks of their respective owners

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 0 Environment setup and Details

1 Starting Oracle Business Intelligence services a Go to Services check for BI services as OracleProcessManager Oracle

WebLogic NodeManager these two services should be off

b Start Oracle WebLogic NodeManager service only

c Go to Programs gt Oracle Business Intelligence gt Start BI Services

d Wait for at least 10 minutes to have all the services up and running once all the services are up you will see the Oracle BI User Interface login screen

e Verify system by entering credentials provided below

2 Oracle BI Administration components browser links a Administration Console ndash httplocalhost7001console b Enterprise Manager ndash httplocalhost7001em c Oracle BI User Interface ndash httplocalhost9704analytics

3 Oracle BI credentials

a Username ndash weblogic Password ndash Oracle123

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application a Administration Console

b Enterprise Manager ( FMW Control)

c Node Manager

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

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Do not distribute to third parties

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

1 Explore Administration Console locate Weblogic and Managed Weblogic servers browse all the BI architecture related components and their respective configuration settings

2 Explore Enterprise Manager (Fusion Middle ware Control) and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to httplocalhost9704analytics

b Enter user credentials weblogic Oracle123

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on bdquoSelect Order details for this

particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

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For use by Oracle employees and authorized partners only

Do not distribute to third parties

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c Select bdquoNew Analysis‟ to create a new analysis and to see the list of available subject areas

d In the subject area section select Sample Sales Lite subject area

e What are the objects available in the left selection pane

f Expand Product folder what are the available attributes for Products

g Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product by adding all the required columns in analysis‟s criteria section

b Display results

c In the left selection pane Click on the new view drop down and select Graph gt Bar chart from the available options

d Draw a chart with Revenue Billed quantity against Product

e In the left selection pane Click on the Add View button to include Chart in the compound layout view

f Drag Chart view side by side to the table view in the compound layout

g Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

h Click on the bar to display the details of Touch Screen T5 Product Revenue

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Do not distribute to third parties

i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

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- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 2: OBIEE 11g Bootcamp_ AG

Copyright copy 2011 Oracle andor it affiliates All rights reserved

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws You may copy and print this document solely for your own use in an Oracle training course The document may not be modified or altered in any way Except where your use constitutes fair use under copyright law you may not use share download upload copy print display perform reproduce publish license post transmit or distribute this document in whole or in part without the express authorization of Oracle

The information contained in this document is subject to change without notice If you find any problems in the document please report them in writing to Oracle University 500 Oracle Parkway Redwood Shores California 94065 USA This document is not warranted to be error-free

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government the following notice is applicable

US GOVERNMENT RIGHTSThe US Governmentrsquos rights to use modify reproduce release perform display or disclose these training materials are restricted by the terms of the applicable Oracle license agreement andor the applicable US Government contract

Trademark Notice

Oracle and Java are registered trademarks of Oracle andor its affiliates Other names may be trademarks of their respective owners

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 0 Environment setup and Details

1 Starting Oracle Business Intelligence services a Go to Services check for BI services as OracleProcessManager Oracle

WebLogic NodeManager these two services should be off

b Start Oracle WebLogic NodeManager service only

c Go to Programs gt Oracle Business Intelligence gt Start BI Services

d Wait for at least 10 minutes to have all the services up and running once all the services are up you will see the Oracle BI User Interface login screen

e Verify system by entering credentials provided below

2 Oracle BI Administration components browser links a Administration Console ndash httplocalhost7001console b Enterprise Manager ndash httplocalhost7001em c Oracle BI User Interface ndash httplocalhost9704analytics

3 Oracle BI credentials

a Username ndash weblogic Password ndash Oracle123

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application a Administration Console

b Enterprise Manager ( FMW Control)

c Node Manager

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

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i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

1 Explore Administration Console locate Weblogic and Managed Weblogic servers browse all the BI architecture related components and their respective configuration settings

2 Explore Enterprise Manager (Fusion Middle ware Control) and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

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Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to httplocalhost9704analytics

b Enter user credentials weblogic Oracle123

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on bdquoSelect Order details for this

particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

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6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c Select bdquoNew Analysis‟ to create a new analysis and to see the list of available subject areas

d In the subject area section select Sample Sales Lite subject area

e What are the objects available in the left selection pane

f Expand Product folder what are the available attributes for Products

g Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product by adding all the required columns in analysis‟s criteria section

b Display results

c In the left selection pane Click on the new view drop down and select Graph gt Bar chart from the available options

d Draw a chart with Revenue Billed quantity against Product

e In the left selection pane Click on the Add View button to include Chart in the compound layout view

f Drag Chart view side by side to the table view in the compound layout

g Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

h Click on the bar to display the details of Touch Screen T5 Product Revenue

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i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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c Remove unwanted columns from the presentation tables

d Save the repository

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Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

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Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

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- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 3: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 0 Environment setup and Details

1 Starting Oracle Business Intelligence services a Go to Services check for BI services as OracleProcessManager Oracle

WebLogic NodeManager these two services should be off

b Start Oracle WebLogic NodeManager service only

c Go to Programs gt Oracle Business Intelligence gt Start BI Services

d Wait for at least 10 minutes to have all the services up and running once all the services are up you will see the Oracle BI User Interface login screen

e Verify system by entering credentials provided below

2 Oracle BI Administration components browser links a Administration Console ndash httplocalhost7001console b Enterprise Manager ndash httplocalhost7001em c Oracle BI User Interface ndash httplocalhost9704analytics

3 Oracle BI credentials

a Username ndash weblogic Password ndash Oracle123

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application a Administration Console

b Enterprise Manager ( FMW Control)

c Node Manager

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

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i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

1 Explore Administration Console locate Weblogic and Managed Weblogic servers browse all the BI architecture related components and their respective configuration settings

2 Explore Enterprise Manager (Fusion Middle ware Control) and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to httplocalhost9704analytics

b Enter user credentials weblogic Oracle123

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on bdquoSelect Order details for this

particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

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6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c Select bdquoNew Analysis‟ to create a new analysis and to see the list of available subject areas

d In the subject area section select Sample Sales Lite subject area

e What are the objects available in the left selection pane

f Expand Product folder what are the available attributes for Products

g Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product by adding all the required columns in analysis‟s criteria section

b Display results

c In the left selection pane Click on the new view drop down and select Graph gt Bar chart from the available options

d Draw a chart with Revenue Billed quantity against Product

e In the left selection pane Click on the Add View button to include Chart in the compound layout view

f Drag Chart view side by side to the table view in the compound layout

g Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

h Click on the bar to display the details of Touch Screen T5 Product Revenue

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 4: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

1 Explore Administration Console locate Weblogic and Managed Weblogic servers browse all the BI architecture related components and their respective configuration settings

2 Explore Enterprise Manager (Fusion Middle ware Control) and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to httplocalhost9704analytics

b Enter user credentials weblogic Oracle123

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on bdquoSelect Order details for this

particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c Select bdquoNew Analysis‟ to create a new analysis and to see the list of available subject areas

d In the subject area section select Sample Sales Lite subject area

e What are the objects available in the left selection pane

f Expand Product folder what are the available attributes for Products

g Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product by adding all the required columns in analysis‟s criteria section

b Display results

c In the left selection pane Click on the new view drop down and select Graph gt Bar chart from the available options

d Draw a chart with Revenue Billed quantity against Product

e In the left selection pane Click on the Add View button to include Chart in the compound layout view

f Drag Chart view side by side to the table view in the compound layout

g Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

h Click on the bar to display the details of Touch Screen T5 Product Revenue

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 5: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to httplocalhost9704analytics

b Enter user credentials weblogic Oracle123

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on bdquoSelect Order details for this

particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c Select bdquoNew Analysis‟ to create a new analysis and to see the list of available subject areas

d In the subject area section select Sample Sales Lite subject area

e What are the objects available in the left selection pane

f Expand Product folder what are the available attributes for Products

g Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product by adding all the required columns in analysis‟s criteria section

b Display results

c In the left selection pane Click on the new view drop down and select Graph gt Bar chart from the available options

d Draw a chart with Revenue Billed quantity against Product

e In the left selection pane Click on the Add View button to include Chart in the compound layout view

f Drag Chart view side by side to the table view in the compound layout

g Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

h Click on the bar to display the details of Touch Screen T5 Product Revenue

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Do not distribute to third parties

i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 6: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c Select bdquoNew Analysis‟ to create a new analysis and to see the list of available subject areas

d In the subject area section select Sample Sales Lite subject area

e What are the objects available in the left selection pane

f Expand Product folder what are the available attributes for Products

g Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product by adding all the required columns in analysis‟s criteria section

b Display results

c In the left selection pane Click on the new view drop down and select Graph gt Bar chart from the available options

d Draw a chart with Revenue Billed quantity against Product

e In the left selection pane Click on the Add View button to include Chart in the compound layout view

f Drag Chart view side by side to the table view in the compound layout

g Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

h Click on the bar to display the details of Touch Screen T5 Product Revenue

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

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g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

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10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 7: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

i Which one is the highest Revenue generator Office in the Product as Touch Screen T5

j What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders Name it as 11g Bootcamp Filter_Initials

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt 11g Bootcamp Analysis_Initials

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 8: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server you should see SampleAppLite_db

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes and then Restart services (shown as alert on the deployment page)

e Restart all BI Services from the Overview tab of Enterprise Manager

2 Back up the SampleApp Literpd Repository File

a Go to Home directory DriveHomeinstancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open gt Online

c Enter weblogicOracle123 as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

b Go to Admin tool gt Tools gt Options gt General to enable automatic check out of rpd objects

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

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Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 9: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 10: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

c Alternatively you can view specific help content with respect to admin tool features and properties ( Help links are provided)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 11: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_Initials as the name of new RPD file

d Provide Repository Password as bdquoAdmin123‟ to encrypt the rpd file

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword as BC_DATABASEBC_DATABASE

d Import the database tables specified in the Sample data model as BC_DATABASE

- SAMP_OFFICES_D

- SAMP_PRODUCTS_D

- SAMP_REVENUE_A

- SAMP-REVENUE_F

- SAMP_TARGET_F

- SAMP_TIME_DAY_D

- SAMP_TIME_MTH_D

- Do not import Brand and Type tables as of now usage of those tables will be explained in next modules

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 12: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

g Specify required properties in the connection pool object ( keep all the settings as default and enter data base details

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as provided in join conditions below ndash

- For ex - Sample App Lite DataD10 ProductProd_Key = Sample App Lite DataF10 Revenue Facts (Order grain)Prod_Key

- Similarly you can join all fact tables with dimension tables based on foreign and primary key relationship

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns as Sum by default else provide as required (if the required calculation is Average then set the aggregation rule as Avg)

h Create a Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 13: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c Remove unwanted columns from the presentation tables

d Save the repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 14: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab in offline mode

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

g Leave the RPD file open

2 Set the logging level

a Go to BI Administration tool gt rpd Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 15: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials (put the name of catalog at the end) and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 16: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size (Physical Column Calculation)

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Target Unit Price and click on expression builder

d Build calculation based on physical columns as Revenue and divide it Units (Target Facts)

e Drag this column into presentation table bdquo Calculated Facts‟

2 Build calculated metrics Target Unit Price (Logical Column Calculation)

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Build calculation based on Logical columns as Revenue divided by Number of orders

d Drag this column into presentation table bdquoCalculated Facts‟

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply bdquoAgo‟ as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 17: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table

source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 18: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleApps_Lite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD right click on the Business model gt new object gt Logical Dimension gt Dimension with Level based hierarchy Name it as H1 Product

b Add grand total level in the hierarchy check the bdquoGrand total level‟ box for this level of hierarchy Name it as Total products

c Add child levels to Grand Total Level as Product Brand Product LOB Product Type and Product Detail

d Add level attributes associate the dimensional attributes with all the defined levels

e Create unique keys for each defined level this will enable drill down from one level to the level beneath

f Hierarchy H1 Product (name of the dimensional hierarchy) should look like

- Total Products (Grand Total Level)

- Products Brand (Child level to Total product level)

1 Brand (This attribute will be used as Brand Level key)

- Products LOB (Child level to Product Brand Level)

1 LOB Key (This attribute will be used as Brand Level key)

- Product Type (Child level to Product LOB level)

1 Product Type (This attribute will be used as Type Level key)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 19: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

- Product Detail (Child level to Product Type level will be the detail level of hierarchy)

1 Product number (This attribute will be used as detailed level key)

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

e Now you can drill down on the column to see the details of the Product Type Revenues

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 20: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 21: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the online mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoCurrentYearrdquo

e Go to the Initialization block button and select create New

f Create a new initialization block named ldquoCurrentYearrdquo

g Write an SQL to query to get the current year

- Select TO_NUMBER (TO_CHAR(SYSDATE bdquoYYYY‟)) From

DUAL

h Then Create a New variable called ldquoTopOfficerdquo which will use the current year variable

i Go to the Initialization block button and select create New

j Create a new initialization block named ldquoTopOfficerdquo

k Set the default initialize for the initialization block

l Specify the refresh interval as 1 (One) hour

m Write a SQL to query the Office with maximum Revenue in the current year

- SELECT AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM SAMP_OFFICES_D SAMP_REVENUE_F WHERE SAMP_OFFICES_DOFFICE_KEY = SAMP_REVENUE_FOFFICE_KEY AND TO_NUMBER(TO_CHAR(BILL_DAY_DT YYYY)) = bdquoVALUEOF(CURRENT_YEAR)‟ GROUP BY OFFICE_DSC ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

n Test Initialization block

o Test Variables

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 22: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 15 Oracle BI Security

1 This lab will focus on building Authentication and Authorization based on repository users and groups

2 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

3 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user (Adding Users to groups it can be done by clicking on the Username and then select corresponding groups from the last tab bdquoGroups‟ in user section)

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

4 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 23: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

b Create New Application roles specify role information

c Name the first application role as BCSampleRole Select members for this application role include BCSampleGroup1 to this role

d Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

e Create an Application Policy either by creating a new policy or copying an existing one (select bdquocreate like‟ to use an existing application policy)

f Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created (For this lab purpose use BI_AUTHOR policy for assigning Roles)

g Restart the BI component services

5 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

6 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Create a simple analysis place it on a dashboard

c Assign Permissions to recently created dashboard to the application role BCSampleRole1

d Save and log out of the application

7 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 24: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 25: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 This lab will focus on enabling cache in the RPD and using that to run requests

2 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

3 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

b Observe the Check box to enable Cache

4 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

5 Verify Results

a Login to the application again

b Create a Simple Analysis Run the analysis from the saved location Wait for some time

c Rerun the BC Request report again and view the querylog file go to Administration Tab of OBIEE Presentation application and then Manage Sessionsgt then check the query for recently executed analysis

d Observer the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 26: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only

Do not distribute to third parties

Module 17 Oracle BI for Microsoft Office

1 This lab will focus on inserting editing and viewing Oracle BI requests within Microsoft Office Applications

2 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

3 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

4 Launch and use MS office Add-In

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

5 Repeat the above steps from within Microsoft PowerPoint

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OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 27: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

Module 2 Exploring Oracle BI Architecture

1 Define following components and identify them in the application

a Administration Console

b Enterprise Manager ( FMW Control)

c OPMN

d Managed Service Components

e Oracle BI Server

f NQQuerylog

g NQSConfigini

h RPD

i DBFeaturesini

j Cache

k Oracle BI Presentation Service

l Oracle Scheduler

2 Explore Administration Console

3 Explore Enterprise Manager Fusion Middle ware Control and Locate Oracle BI services in the application and control the application by starting and stopping services which Repository and Web Catalog is currently loaded on the server

4 Open and explore NQServerlog file What are the messages recorded in the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 28: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Exploring Oracle BI Architecture

1 Exploring OBIEE Architecture Components ( Please refer to OBIEE Architecture module for detailed information) a Administration Console - Enables you to monitor and manage a WebLogic

Server domain ( Please refer to Module slide ndash 910)

b Enterprise Manager - To manage complete BI domain (Please refer to Module slide ndash 1112)

c OPMN - To manage and monitor processes for BI Server components (Please refer to Module slide ndash 13)

d Managed Service Components ndash Please refer to notes of slide no 5

e Oracle BI Server - Query building engine that translates presentation server requests into the data source specific queries (Please refer to Module slide ndash 1516)

f NQQuerylog ndash Server log files are used for troubleshooting and validation of configuration changes (Please refer to notes of slide no 21)

g NQSConfigini ndash Server configuration Parameter file (Please refer to notes of slide no 19)

h RPD - Application metadata (Please refer to notes of slide no 5)

i DBFeaturesini ndash Database configuration Parameter file (Please refer to notes of slide no 20)

j Cache ndash Used to speed up Query performance (Please refer to notes of slide no 18)

k Oracle BI Presentation Service - Holds the application look and feel information in the memory from a webcat structure and translates clientrsquos requests into logical metadata object recognizable by the Oracle BI server (Please refer to Module slide ndash 2223)

l Oracle Scheduler - Processing engine that keeps track of information delivery (Please refer to Module slide ndash 24)

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OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 29: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

2 Explore Administration Console

a Login to httprsquoservernamersquo7001console for exploring Administration console capabilities

3 Explore Enterprise Manager

b Login to httprsquoservernamersquo7001em for exploring Enterprise Manager capabilities

c Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication for performing tasks like starting and stopping the BI server

d Login to httprsquoservernamersquo7001em gtBusiness Intelligence gt coreapplication gt deployment for loading RPD and Webcat on the BI server

4 Exploring Log file - Go to CrsquoHomersquoinstancesinstance1diagnosticslogs OracleBIServerComponentcoreapplication_obis1 to access the log files

Module 4 Oracle BI User Interface

1 Login to the Oracle BI Presentation Application

a Go to http(Server Name)9704analytics

b Enter user credentials Administrator Administrator

2 Explore Home page

a What are the various available features on home page

b What are those available features used for

3 Explore SampleApps Lite default dashboard

a What is the name of default dashboard

b What are the pages in default dashboard

4 Explore Overview Page

a What type of reports are available on this page

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b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 30: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

b What dashboard prompts are available on this page

c What default filters are applied on the History Overview report

d Click on the bar chart in report and then click on lsquoSelect Order details for this particular year See what happens and why

e Drag the Slider in Monthly trending report and notice the change in the report

f Explore Product Hierarchy FilterPrompt

5 Change the dashboard prompts for year and Company

a CheckUncheck desired values from the Year prompt and select Company name from the drop down and click Apply

b What changes do you observe on the Dashboard

6 Save your selections

a Click Page Options and list the available choices

b Click on Apply Saved Customizations what happens

c Click on Save Current Customization What are the available options

d Save the selections for yourself

7 Explore Oracle Answers

a Login to the Oracle BI Presentation Application

b Click on the New link on the top right corner of the dashboard

c In the subject area section select Sample Sales Lite subject area

d What are the objects available in the left selection pane

e Expand Product folder what are the available attributes for Products

f Explore other folders and familiarize yourself with the available information in the subject area

8 Create a New Analysis

a Create a new analysis to display Revenue and Billed Quantity by Product

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OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 31: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

b Display results

c In the left selection pane Click on the new view drop down and select chart from the available options

d Draw a chart with Revenue against Product Exclude Billed Quantity for now

e Include Billed Quantity and click redraw to include Billed Quantity in the chart

f In the left selection pane Click on the Add View button to include Chart in the compound layout view

g Drag Chart view side by side to the table view in the compound layout

h Move cursor over to the Revenue Bar for Touch Screen T5 (Product) see what happens

i Click on the bar to display the details of Touch Screen T5 Product Revenue

j Which one is the highest Revenue generator Office in the Product as Touch Screen T5

k What were the Revenue and Billed Quantity in Montgomery Office

9 Applying filter to the Analysis

a Navigate to the Criteria tab of your Analysis

b Expand Time table in the subject area

c Apply a filter on the Per Name Year column (click on Year column to add it in the report and then click on filters tab in the selected column pane you can remove this column from report later on)

d Filter request for year 20082009

e Save your filter as a shared filter in shared folders

f Rerun the request

10 Save the request

a Save the request in Shared Folders gt Sample Lite gt First 11g Bootcamp Analysis

b Log out of the application

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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Onl

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

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

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 32: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet - Oracle BI User Interface

1 Login to the Oracle BI Presentation Application a Go to http(Server Name)9704analytics and enter provided user

credentials as Administrator Administrator

2 Explore Home page - Go to http(Server Name)9704analytics gt Home (Please refer to Module slide no 19)

3 Explore SampleApps Lite default dashboard - Go to http(Server Name)9704analytics gt SampleApps Lite dashboard (Please refer to Module slides 9 to 15)

4 Explore Overview Page - (Please refer to Module slides 9 to 15)

5 Change the dashboard prompts for year and Company (Please refer to Module slide no 10)

6 Save your selections - (Please refer to Module slide no 15)

7 Explore Oracle Answers - Login to the Oracle BI Presentation Application gt http(Server Name)9704analytics (Please refer to slides 22 -24)

8 Create a New Analysis - Please refer to slides 25 -33

9 Applying filter to the Analysis - Please refer to slides 25 -33

10 Save the request - Please refer to slides 25 -33

Module 6 Exploring OBI Repository

1 Verify that the Repository is loaded on the server

a Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository

b Look which repository is loaded on the server

c If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner

d Click on Activate changes

e Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 33: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File

a Go to Home directory instancesinstance1bifoundationOracleBIServerComponentcoreapplication_obis1repository and look for SampleAppLiterpd

b Right click on SampleAppLiterpd and select copy

c Right click in the folder and select Paste to create a back up copy of the RPD

3 Open the repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BIAdministration Tool

b Go to File gt Open gt Online

c Enter AdministratorAdministrator as user credentials

d Validate that the repository is opened in the online mode

4 Set the Object Checkout

a Set the user preference to check out the objects automatically

5 Explore the Repository file

a How can you verify that the repository is open in the online mode

b How many windows appear in the Oracle BI Admin tool and what does each of them represent

6 Explore Presentation Layer

a Expand the objects in the presentation layer and see how many subject areas will this repository support

b Right click on the Sample Sales Lite presentation folder and select properties

c Which business model is mapped to Sample Sales Lite subject area

d How many measures and attribute folders are available in the Sample Sales Lite folder

e Expand Time and Base Facts folders How can you differentiate the measures from attributes if the names are not indicative enough

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OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

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

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

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

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

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

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

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

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

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

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

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

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

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

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 34: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

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

7 Explore Business Model Layer

a What is the center window of the admin tool and what is the significance of this in the metadata definition

b How many hierarchies are defined in the Business Model layer

c Expand Time dimension hierarchy and explore how many levels are present in the Time dimension hierarchy

d Expand Revenue Base Measures Facts table and identify how many different physical table sources are mapped to Revenue Base Measures logical table

e Go to Year Ago Revenue column in the logical Revenue Base Measures Table and identify the physical source mapping for this column

f Which logical column is mapped to more than one physical columns

8 Explore Physical layer

a How many separate data sources are currently mapped in the RPD

b What is the nature of these data sources

c Open the connection pool object for the data source

d How does Oracle BI server connect to the data source

e What additional properties are specified in the connection pool

f Explore the physical schema and entity relationship from the physical diagram

g Double click Product table and explore the properties of the Product table

h Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

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OBIEE 11g Boot Camp Lab Exercises

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

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

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

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

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

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

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

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

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

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

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Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 35: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

Answer Sheet - Exploring OBI Repository

Verify that the Repository is loaded on the server - Go to Enterprise Manager gt Business Intelligencegt coreapplication gt Deployment gt Repository ( Please refer to Snapshot -1) Snapshot -1

a Look which repository is loaded on the server ndash Please refer to above

snapshot -1

b If not the desired one then browse the repository from saved location and Click on Apply button in the right most corner (Please refer to above snapshot - 1)

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OBIEE 11g Boot Camp Lab Exercises

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c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

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2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

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Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

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Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

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4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

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5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

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3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 36: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Click on Activate changes ndash Click on lsquoLock and edit buttonrsquo to make the screen editable then lsquoActivate changesrsquo button will appear click activate changes to apply the changes

d Restart all BI Services from the Overview tab of Enterprise Manager

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 37: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Back up the SampleApp Literpd Repository File - Go to Home directory instancesinstance1bifoundationOracleBIServerComponent coreapplication_obis1repository and look for SampleAppLiterpd (Please refer to Slides 67)

3 Open the repository (Please refer to slide no 6)

4 Set the Object Checkout - Set the user preference to check out the objects automatically

5 Explore the Repository file ndash Please refer to slide no 8 -19

6 Explore Presentation Layer ndash Consist of presentation catalog objects that provide a customized view of a business model to users (Please refer to slide no 8 -10)

7 Explore Business Model Layer ndash This layer is the business view of data

8 Explore Physical layer - Physical data source structure (Please refer to slide no16 -19)

a Oracle BI server connect to the data source ndash By Using Connection Pool

b What additional properties are specified in the connection pool ( Please refer to Slide no 18)

c Explore the physical schema and entity relationship from the physical diagram

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 38: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Double click Product table and explore the properties of the Product table

e Double click on Brand column and explore the properties of Brand column

9 Querying the repository

a Select Tools gt Query Repository

b In the Type field drop down select Presentation Column

c Query for Brand

d From the search results select the Brand column

e Click on view related objects

f Explore Brand column and its mappings through Query Repository utility

10 Explore Online Help

a Select Help gt Help Topics

b Review the Content (This can be used as a bookshelf during configuration)

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 39: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 7 Building Basic Repository

1 Create New Repository

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt New

c Enter 11g_BootCamp_ltInitialsgt as the name of new RPD file

d Provide Repository Password as Admin123

e Save new repository

2 Import Physical Schema

a Sample Apps Lite database includes a basic schema with Two Facts and Five Dimension tables

b Go to File gt Import and select the OCI connection Interface to import from database

c Enter usernamepassword if required

d Import the database objects specified in the Sample data model

e Expand the objects and identify primary and foreign keys within the tables

f Double-click on the connection pool object automatically created during the schema import

g Specify required properties in the connection pool object

h Update all row counts to verify the connectivity

i Create Aliases for all Fact and Dimension tables

j Create physical table joins (Use aliases for Joining) as required

k Validate the joins via join manager

3 Build Business Model and Mapping layer

a Select the business model and mapping layer

b Right click and create a new Business Model named SampleApp Lite

c Drag physical tables into the newly created business model

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 40: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

d Verify that the logical joins are created automatically by dragging physical objects

e Modify logical columns by giving them business relevant names

f Organize the logical objects in the order and sequence

g Specify the aggregation rule for the fact columns

h Create an Target Revenue with aggregation rule as Average and name it as Average Target Revenue

4 Build Presentation Layer

a Select the Presentation layer right click in the layer and create a new Presentation Catalog

b Alternatively Drag and Drop the business Model to presentation layer this automatically creates a new presentation catalog

c Remove unwanted columns from the presentation tables

d Save the repository

Answer Sheet ndash Building Basic Repository

1 Create New Repository ndash Please refer to slide no 14

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 41: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

2 Import Physical Schema - Please refer to slides 15 ndash 28

3 Build Business Model and Mapping layer ndash Please refer to slides 44 ndash 51

4 Build Presentation Layer ndash Please refer to slides 57 ndash 65

Module 8 Testing and Deploying OBI Repository

1 Check metadata consistency

a Go to Start gt Programs gt Oracle Business Intelligence gt BI Administration Tool

b Go to File gt Open

c Open the RPD file created in the previous lab

d Go To File gt Check Global Consistency

e See if there are any consistency warnings or errors

f If there are warnings or errors follow and fix the consistency errors

2 Set the logging level

a Go to BI Administration tool Click on Manage Identity

b Go to Users

c Select Weblogic and double click to view properties

d Set the appropriate logging level

e Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Diagnostics

f Click on Lock and Edit Configuration keep the Default changes and click Apply Restart the application

3 Load the Repository

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

Ora

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 42: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Load the desired Repository and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

4 Create Catalog

a Go to Enterprise Manager gt Business Intelligence gt Coreapplication gt Deployment

b Click on Lock and Edit Configuration Provide the Catalog name in the catalog path as 11g_Bootcamp_Initials and click Apply

c Click Activate Changes button

d Restart all Oracle BI Component Services from the EM Overview tab

5 Validate using Answers

a Login to the application using the username passwords created during the RPD creation process

b Go to New Analysis tab and check which subject area you see

c Select the subject area and create a simple request including a time product attributes along with the Revenue measures

d Execute the request and review the results

Answer Sheet ndash Testing and Deploying OBI Repository

1 Check metadata consistency ndash Please refer to slides 11 ndash 12

2 Set the logging level ndash Please refer to slides 13 ndash 14

3 Load the Repository ndash Please refer to slides 15 ndash 16

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

Ora

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 43: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create Catalog ndash See below screenshots

5 Validate using Answers ndash Please refer to slides17 ndash 18

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 44: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 9 Complex Repository Modeling

1 Build Calculated metrics Average order size

a Create a new measure column called ldquoAvg order sizerdquo in the logical fact table

b Go to logical table sources and open column mappings

c Look for Average order size and click on expression builder

d Build calculation based on physical columns as Revenue divided by Number of orders

e Drag this column into presentation table lsquo Calculated Facts

2 Build calculated metrics Target Unit Price

a Create a new measure column called ldquoTarget Unit Pricerdquo in the logical fact table

b Check to indicate an existing logical column as a source

c Select Logical columns Target Revenue and divide it Target Quantity

d Drag this column into presentation table

3 What is the difference between the two columns created in the previous steps

4 Explore additional advanced functions in the function builder

Answer Sheet ndash Complex Repository Modeling

1 Build Calculated metrics Average order size - Please refer to slides 10 - 12

2 Build calculated metrics Target Unit Price ndash Please refer to slides 7 ndash 9

3 What is the difference between the two columns created in the previous steps

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

Ora

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rnal

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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Use

Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 45: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Using Physical Columns the calculations are made first and then the aggregation rule is applied whereas Using Existing Logical Columns will apply the aggregation rule and then the calculations are made

4 Explore additional advanced functions in the function builder- Please refer to slide 13

Module 10 Advanced Repository Modeling

1 Create a new Measure using Time Series Functions

a) Create a new Logical column as Year Ago Revenue Select Revenue as existing

logical column source

b) Apply lsquoAgorsquo as a Time series function on Revenue column using Expression

builder

c) Create Chg Year Ago Revenue and Chg Year Ago Revenue using Calculation

Wizard

d) Expose all the columns in the presentation layer

e) Verify the results

Answer Sheet ndash Advanced Repository Modeling

1 Create a new Measure using Time Series Functions ndash Please refer to slides 20 ndash 29

Module 11 Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information

a Import Type and Brand tables in the RPD

b Create joins with Product dimension table

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

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Use

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y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

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Use

Onl

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 46: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

c Expand the Product logical table sources in the business model layer

d Drag and drop Type and Brand columns ldquoOVERrdquo the Product logical table source (Automatically creates the joins in the logical table source)

e Verify column mapping that the Type and Brand columns are mapped to different source tables

f Drag these columns over to the presentation tables and make them available for query

g Load the repository on the server and restart the BI component services

h Create a simple request including Brand or Type and Product information along with Revenue measures

i Look at the query log and make sure that the correct tables were accessed

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation

Answer Sheet ndash Modeling Multiple Sources

1 Product Dimension of Sample Apps Lite subject area includes all product attributes

We assume that the Brand and Type information is stored in the normalized structure and are sourced from separate tables You are tasked to model the Product dimension table with two additional data sources that contains their Product Type and Brand information ndash Please refer to slides 7 ndash 18

2 Another type of multiple source configurations involves modeling data that is duplicated (eg Aggregate tables) We will cover this type in the section of Aggregate navigation ndash Please refer to Module 12 amp Slides 31 ndash 35

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

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Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 47: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 12 Creating Hierarchies and Level Based Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

2 Identify the hierarchy structure in the Product Dimension

3 Identify unique columns at each level and number of unique values available at that level

4 Create Dimension Hierarchy

a Create a new dimensional object in the RPD

b Add grand total level in the hierarchy

c Add grand total level attribute

d Add child level attribute

e Add level parameters

f Add existing dimension columns to the hierarchy

g Create level unique keys

5 Test dimensional hierarchy

a Create a sample request in answers including a product type column and Revenue

b Display results

c If you see a hyperlink on the Product Type column this indicates that the hierarchies are available at this column

a Now you can drill down on the column to see the details of the Product Type Revenues

Ora

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Inte

rnal

amp O

racl

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cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

Ora

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

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Use

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y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

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e A

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

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Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 48: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue

a Create a new measure in the logical fact table

b Map it to an existing logical column Revenue

c Drag and drop this column to the Grand Total level in the Product hierarchy (This sets the content level for this column at the total dollar level

d This gives a measure which will always show total Revenue against the product irrespective of the level of granularity in the report

e Drag this column into the presentation layer and test is using answers

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer

10 Load the Metadata content to Presentation server

11 Verify results using a simple answers request

12 Verify results using the log file

Answer Sheet ndash Creating Hierarchies and Level Based

Measures

1 Explore the dimension data in SampleAppsLite repository and identify how many tables will support a dimensional hierarchy

Time Dimension ndash Because it has Year Half Year Quarter Month Week Key columns

Products Dimension ndash Because it has Type LOB amp Brand Key Columns

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

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Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

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Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

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Onl

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  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 49: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Offices Dimension ndash Because it has Company Organization amp Department Key Columns

2 Identify the hierarchy structure in the Product Dimension

Brand gt Line of Business gt Type gt Product Detail

3 Identify unique columns at each level and number of unique values available at that level

TYPE amp TYPE_KEY 11 unique values

LOB amp LOB_KEY 6 unique values

BRAND amp BRAND_KEY 3 unique values

4 Create Dimension Hierarchy ndash Please refer to slides 10 ndash 15

5 Test dimensional hierarchy ndash See below screenshots

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

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Onl

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OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

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Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

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Use

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y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

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Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 50: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

6 Create a level based measure called Total Product Revenue ndash Please refer slide 17

7 Create a Share measure named ldquoShared Products Revenuerdquo in the repository ndash

Please refer slide 18

8 Create a rank measure named ldquoRank ( Shared Revenue)rdquo in the repository

9 Drag all the columns in the presentation layer ndash Please refer slide 19

10 Load the Metadata content to Presentation server ndash Please refer Module 8 on how to load the Repository and start the services

11 Verify results using a simple answers request ndash Please refer slide 20

12 Verify results using the log file

Ora

cle

Inte

rnal

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racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

Ora

cle

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

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racl

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cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

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racl

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

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racl

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

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rnal

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racl

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my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 51: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 13 Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

a Open the repository in the offline mode

b Go to Manage gt Variables and see the list of variables currently configured in the repository

c Go to Dynamic Repository variables

d Right Click and create a new variable called ldquoTopOfficerdquo

e Set the default initialize string for this

f Go to the Initialization block button and select create New

g Create a new initialization block named ldquoTopOfficerdquo

h Set the default initialize for the initialization block

i Specify the refresh interval as 1 (One) hour

j Write an SQL to query the Office with maximum Revenue in the current year

k Test Initialization block

l Test Variable

Answer Sheet ndash Using Variables

1 You are tasked to create a dynamic repository variable which provides the top Office

By Revenue in the current year

Create an additional dynamic variable ldquoCURRENT_YEARrdquo which would capture current year using initialization block ldquoCurrent Yearrdquo as shown below

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

Ora

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rnal

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

Inte

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amp O

racl

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cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 52: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Create the Dynamic Repository Variable ldquoTopOfficerdquo and create a new Initialization block ldquoTop Officerdquo as shown below

SQL for getting the Office with Maximum Revenue for the current year

select AOFFICE_DSC FROM (SELECT OFFICE_DSC SUM(REVENUE) AS REVENUE FROM samp_offices_d samp_revenue_f WHERE SAMP_OFFICES_Doffice_key = SAMP_REVENUE_Foffice_key and to_number(to_char(bill_day_dt yyyy)) = VALUEOF(CURRENT_YEAR) GROUP BY office_dsc ORDER BY REVENUE DESC) A WHERE ROWNUM = 1

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

Ora

cle

Inte

rnal

amp O

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my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

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rnal

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cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 53: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 15 Oracle BI Security

1 Create a new user in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Login as Weblogicpassword you provided at the time of Installation

c Create New User

d Create two users BCSampleUser1 and BCSampleUser2 specify the username password keep the Authentication provider to Default authenticator etc

e Save by clicking OK

2 Create a new user group in the Administration Console

a Go to Administration Console gtSummary of Security Realms gt my realm gt Users and Groups

b Create New Group

c Name the first group as BCSampleGroup1

d Select members for this group include BCSampleUser1 to this group along with this add the default BI Author group to this user

e Name the second group as BCSampleGroup2 and include BCSampleUser2 to this group along with this add the default BI Author group to this user

3 Create Application Roles and Policies in the Enterprise Manager FMW Control

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 54: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy by copying an existing one BI Author (Create Like)

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

4 Create new Subject Area in the repository and assign permissions

a Go the presentation layer of the repository and duplicate the existing Sample Sales Lite catalog

b Rename the second catalog as Sample Sales Lite Exec

c Assign permissions for Sample Sales Lite catalog and include BCSampleRole1 role for this catalog

d Assign permission for Sample Sales Lite Exec catalog and include BCSampleRole2 role for this catalog

5 Add Permissions and Privileges to the web catalog objects

a Login to the application as Weblogic user

b Assign Permissions to Overview dashboard page and set it for one of the application role

c Save and log out of the application

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 55: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Oracle BI Security

1 Create a new user in the Administration Console ndash Please refer slide 20

2 Create a new user group in the Administration Console ndash Please refer slides 21 ndash 22

3 Create Application Roles and Policies in the Enterprise Manager FMW Control ndash

Please refer slides 23 ndash 27

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 56: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Go to Oracle Enterprise Manager FMW Control gt Business intelligence instancegt coreapplication gt Security gt Manage Application roles Application policies

b Create New Application roles specify role information

c Name the first application role as BCSampleRole1

d Select members for this application role include BCSampleGroup1 to this role

e Name the second application role as BCSampleRole2 and include BCSampleGroup2 to this role

f Create an Application Policy either by creating a new policy or copying an existing one

g Grant this Application policy to the Application roles BCSampleRole1 and BCSampleRole2 we just created

h Restart the BI component services

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 57: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

4 Create new Subject Area in the repository and assign permissions ndash Please refer slide 29

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 58: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

5 Add Permissions and Privileges to the web catalog objects ndash Please refer slides 30 ndash 31

6 Verify security model

a Log into the application as BCSampleUser1

b Validate that the application authenticated BCSampleUser1

c What subject areas are listed for BCSampleUser1

d Logout of the application and log back in as BCSampleUser2

e Do you see any change in the subject areas available for you to work on

Yes BCSampleUser1 has access to only ldquoSampleAppExecrdquo Subject Area where as BCSampleUser2 has access to only ldquoSampleApp Literdquo See below screenshots

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 59: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Module 16 Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching

a By default the Cache is Enabled from Enterprise Manager go to managergtBusiness IntelligencegtCapacity ManagementgtPerformance

3 Checking Cacheable tables

a Open the RPD in the offline mode

b Go to the physical layer and open the Facts physical table

c Double click on this table to view the properties

d Check the check mark on ldquoCacheablerdquo

e Set the cache persistence time as 1 hour

f Click OK and save

4 Verify Results

a Login to the application again

b Run the BC Request from the shared folder again

c Wait for some time

d Rerun the BC Request report again and view the query log file

e What is the difference between the previous query log and current query log

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 60: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

Answer Sheet ndash Cache Management and Performance Tuning

1 Verify current query log

a Login to the application and run the BC Request from the shared folder

b View the query log and see which tables are being accessed for the data

c Make a note of this

2 Enable Caching ndash Please refer to slide 16

3 Checking Cacheable tables ndash Please refer to slide 17

4 Verify Results ndash Please refer to slides 20 ndash 22

Module 17 Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed

a Login to Oracle BI Presentation navigate to Home page and Look for Oracle BI for MS Office Add-In download link

2 Download and Install the Office Add-In

a Navigate to the above link and download the install file and choose to run from the existing location

b Install the required components

c Open MS Excel and configure the client connection settings by providing all default connection details

d Test connection

3 Launch and use MS office Add-In

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 61: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

a Login to Oracle BI from within MS Excel and validate that OBI catalog is visible from within MS Excel

b Refresh catalog and navigate within OBI catalog to Shared Folders gt Sample Lite gt Order Details

c Find out when was the report created and last modified

d Insert the Table and Chart views in Excel Refresh data

e Save the report on your hard drive and close the file

f Reopen the file and refresh data

4 Repeat the above steps from within Microsoft PowerPoint

Answer Sheet ndash Oracle BI for Microsoft Office

1 Validate the Oracle BI office Add-In components are installed - Please refer to slides 8 ndash 9

2 Download and Install the Office Add-In ndash Please refer to slide 10

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet
Page 62: OBIEE 11g Bootcamp_ AG

OBIEE 11g Boot Camp Lab Exercises

For use by Oracle employees and authorized partners only Do not distribute to third parties

3 Launch and use MS office Add-In ndash Please refer to slides 11-14

4 Repeat the above steps from within Microsoft PowerPoint

Ora

cle

Inte

rnal

amp O

racl

e A

cade

my

Use

Onl

y

  • OPN Oracle BI Enterprise Edition 11g Implementation Boot Camp - Activity Guide
  • OBIEE 11g Boot Camp Lab Exercises
  • OBIEE 11g Boot Camp Lab Exercises Answer Sheet