OBIEE 11gR1 _ Hierarchical Columns, And Enhancements to Pivot Table Views

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RittmanMeadDeliveredIntelligenceOBIEE11gR1:HierarchicalColumns,andEnhancementstoPivotTableViews

July13th,2010byMarkRittman

Inourpreviouspostings,welookedatthenewuserinterfaceforOBIEE11g,andhowthemetadatalayerfortheBIServerhasbeenenhancedtobetterhandleOLAPstyledata.Inthisposting,wellmovetothefrontendandseehowdimensionalsupporthasbeenenhancedinOracleAnswers11g,inparticularthroughanewfeaturecalledHierarchicalColumns.

IfyoufollowedthedevelopmentprocessforOBIEE11gR1andinparticular,thenewfeaturesplannedforOracleAnswers,youllprobablybeawareofenhancementstohowAnswershandlesOLAPstylehierarchies,andhowpivottableviewsinAnswershavebeenupdatedtomoresuitthetypeofanalysisperformedbyEssbaseusers.InapreviouspostinginthisseriesIlookedathowtheunderlyingmetadatainOBIEE11gR1hasbeenextendedtonowencompassragged,skiplevelandparentchildhierarchies,andinthispostingIlllookathowthe11greleaseofAnswers(nowpartofthe11gUnifiedFramework)canmakeuseofthesethroughhierarchicalcolumnsandgeneralenhancementstopivottableviews.

Inthisexample,IhavealogicalmodelcalledStoreSalesSalesthathasfourlogicaldimensions.Thismodelhasthenbeenusedtocreateacorrespondingpresentationmodel,thatexposesthesedimensionsashierarchicalcolumns.

Thedetailsofthesedimensions,andhierarchicalcolumns,areasfollows:

Products(LevelBased)dimensionhasasingleregular,balanced,levelbasedhierarchy(asperthe10grelease)



Staff(ParentChild)hasaparentchildhierarchy,withanautomaticallygeneratedclosuretablebehinditStores(Ragged&SkipLevel)hasasingleskiplevelandraggedlevelbasedhierarchy,andTimes(TimeDimension)hastwobalanced,levelbasedtimehierarchies(oneforcalendar,oneforfiscal)

Thedatasourcebehindthismodelisrelational(Oracle11gR2),andnowIwanttostartreportingonthisusingthenewhierarchicalcolumnsfeatureinOBIEE11gR1.

IstartbyloggingintotheOBIEE11gR1unifiedframeworkandcreateanewanalysis.Iselectthispresentationmodel,andthentakealookatwhatsavailabletomeintheCriteriapanel.

StartingwiththeSaleslogicalfacttableandtheStoreslogicaldimensiontable,Icanseetheonemeasure(Amount),thecolumnsintheStorestable(nowcalledAttributeColumnsin11gR1),andthedimensionplusitslevelsjustbelowtheattributecolumns.Thisdimensionisreferredtoin11gR1asaHierarchicalColumn,whichgivesusthreetypesofcolumninthisrelease(measurecolumns,attributecolumnsandhierarchicalcolumns).

IstartoffbyaddingtheRegionNameattributecolumntomycriteria,alongwiththemeasure.IswitchtotheResultspanelandseethattheoutputlooksverysimilartowhatIdhaveseeninOBIEE10g.ThisistopreservebackwardscompatibilityforproductssuchastheBIApplications,whichwillstillbeabletoshowreportsanddashboardsinthesamewayasifyoudbeenusingOBIEE10g.



WhenIselectanattributecolumninmycriteriaandthenswitchtotheResultspanel,thedataisautomaticallyshowninatableview,asitwouldhavebeeninOBIEE10g.

Inowcreateanewanalysis,butthistimeselecttheStores(Ragged&SkipLevel)hierarchicalcolumn,alongwiththemeasure.StartingwiththeAllStoresgrandtotallevel,Iclickonthe+signsnexttoeachmember,andstartdrillingintothehierarchy.NoticehowtheSFOconcessiondoesnthaveastoreasaparent,andinsteadrollsupintotheNorthCAregion(thisistheskiplevel).NoticealsohowtheFishermansWharfstorehastwoconcessionsunderit,whereastheotherstoresdont(thisistheraggedelementofthehierarchy,whereleafmembersarentnecessarilyatthesamehierarchylevel).Finally,notehowtheAllStoresgrandtotalleveliscalculatedbasedonthedimensionmembersthatareitsdescendants.



IcandoasimilarthingwiththeStaff(ParentChild)hierarchy.Asthenamesuggests,thisisaparentchild,orvaluebased,hierarchy,andagainIcandisplayitintheResultspanelandlookatthenumbers.Notehoweverthatwithparentchildhierarchies,thevaluesforeachmemberarentcalculatedbasedonitsdescendants,andinsteadtheyjustdisplaythetotalassociatedwiththatmember(i.e.thereisnoautomaticrollupofnumbers).

Nowthisdifferenceinbehaviourbetweenparentchildbackedhierarchicalcolumns,andlevelbasedbackedhierarchicalcolumns,isinterestingasthereisnowaytotellfromtheAnswerssidewhattypeofhierarchyyouareworkingwith.Iwonderifthiswillchangeinfuturereleases?

Youcanincludemorethanonehierarchicalcolumninapivottable,andindeedyoucanmixandmatchattributecolumnsandhierarchicalcolumnsinthesameview.Intheexamplebelow,IhavetheStaff(ParentChild)hierarchicalcolumndownthelefthandside,whichisthenbrokendownbytheQuarterattributecolumnfromtheTimes(Time



Dimension)logicaltable,withtheProducts(LevelBased)hierarchicalcolumnalongthetop.

Youcanalsonesthierarchicalcolumnswithineachother,suchasintheanalysisbelowwhereIvenestedTimes(TimeDimension)withintheStaff(ParentChild)hierarchicalcolumn.

Sofar,sogood.AsImentionedbefore,pivottablesthemselveshavehadarevampinthisrelease,withoneofthekeyfeaturesbeingtheabilitytoswapdimensionsaboutwhenthepivottableisdisplayedinthedashboard(in10g,youhadtoreturntoAnswerstorearrangethelayout).Intheexamplebelow,ImmovingtheTimes(TimeDimension)hierarchicalcolumnsothatitsundertheProduct(LevelBased)hierarchicalcolumn,bygrabbingthegrabbarabovetheTimes(TimeDimension)hierarchicalcolumnandthendraggingittothenewposition.



Youcanalsosortthepivottablebyclickingtheupanddownarrowsthatappearovercolumnsoralongrows,oryoucanrightclickanywhereinthepivottableandaccessacontextualmenufromthere.

Anotherfeatureinthisnewreleaseistheabilitytocreatedynamicgroups(oftenreferredtoascustomaggregates)forexample,tocreateacustomaggregatemadeupofAlisonChisel,CassandraBarryandPetesims(allofwhichareatdifferentlevelsinthehierarchy),IpresstheNewGroupbuttonintheResultspanelmenu,andthenselectthesemembersofstaffforthegroup.



AfterpressingOKtocreatethegroup,Icanseetheminthehierarchicalcolumn,andIcanalsodrillintothegrouptoo(theoldCalculatedItemoptionisstillthereaswell,forbackwardcompatibility).

Hierarchicalcolumnsalsobringanotherbonus,intheformofbeingabletoaccessalternatehierarchiesinadimension.IntheTimeslogicaltableIveexpandedintheviewbelow,Ihavetwohierarchicalcolumns,oneforthecalendarhierarchyandoneforthefiscalhierarchy.Inthepast,IcouldonlydrilldownononeofthesebutnowyoucanseebothhierarchieslistedintheCriteriaview,andIcanselectwhichoneIwanttodrilldownon(notquiteasgoodasDiscoverer,whichletmedisplaybothonthereportatthesametime,butitsgettingthere).



Theresoneothermajorchangewiththeintroductionofhierarchicalcolumns.Forattributecolumns,youcanstillfilterinthesameway,pickingthecolumnandthensettingupthefilter(ProductName=Shoes,orAmount



Iwanttochangethistostartwithalistofstores,thenrestrictthislisttojuststoresthathavesoldover100,butthenaddbackinanystoresthatareinthetop10%basedonsales.

ThisclearlyowesaiottoOracleExpressandOracleOLAP,whereyouwouldprogressivelyrestrict,expandandredefinethestatusforadimension,andthedialogowesalottoasimilaroneinDiscovererforOLAP.Froman



initiallook,itdoesntlookaseasytocreatecomplex,multidimensionalconditionssuchasgivemethelistofstoreswhosesalesareinthetop5%ofstoresbasedonlastyearssalesacrossjustthefoodandbeverageproductlines,butthisissomethingIllneedtoplayaroundwithalotinafutureposting.Fornowthough,wevegotthetraditionalabilitytoapplysortsagainstcolumns(attributecolumnsinOBIEE11gR1speak),orwecanusetheseselectionstepsforwhenwereworkingwithhierarchicalcolumns.Thisfeaturewillbeespeciallyusefulforparentchildhierarchies(includingoneswithEssbaseasadatasource)thatdonthavelevels(akacolumns)tofilteragainst,insteadhavingmembersthatarearrangedintoanarbitraryraggedhierarchy.

Inthenextpostinginthisseries,wellbetakingthisonestepfurtherbylookingathowEssbasesupporthasbeenimprovedinthe11greleaseofOBIEE.Inthemeantime,ifyoureinterestedinseeingmoreofOBIEE11ginaction,BIWASIG(theBusinessIntelligence,WarehousingandAnalyticsSIG)arerunningawebcastonWednesdayonDataVisualizationBestPracticesusingOBIEE11g,runbyourfriendsDanandTimVlamis.Attendanceisfreeanditllbeagoodchancetoseeademoof11g.

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Comments

1. kranthiSays:

July13th,2010at12:58pm

@mark

Awesomepost,manybigthingsabouthierarchies.InbetweenwhenwouldDevelopersguidebyyourelease??expecteddate??

Regards,Kranthi

2. kranthiSays:


@mark

Awesomepost,manybigthingsabouthierarchiesanddiscovererwayoffdrilldownandfilters.

Share 1



InbetweenwhenwouldDevelopersguidebyyourelease??expecteddate??

Regards,Kranthi

3. krisSays:


@Mark,Thiswasawondefulpostandthingswereexplainedreallywell.

Notrollingupthenumberswhenitsaparentchildrelationshipdoesmakesenseinthiscaseastheywontadduptothegrandtotalpropelry.

Also,anyinfoonwhetherthepivottablebugs(around30Krowlimit)arealreadyfixed?

WhathappenswhenyouexportthesehierarchialcolumnstoExcel?Doesitpreserveallthegroupingsonbothrowsandcolumns?

Kris

4. KevinSays:


GreatpostMark,Thanksforthepreview.DoyouhaveadateforyourOBIEEbook?

5. MarkRittmanSays:


@Krisyes,frommylimitedtesting,theindentationandgroupinginhierarchicalcolumnmembersispreservedwhenexportingtoXLS.

@Kevinprobably12monthsorsofromnow.Wewaiteduntil11gtostartwritingagain,sonowitsoutwellresumeinthefall.

6. DanVlamisSays:

July14th,2010at3:43am

Mark,

Greatpostwithlotsofgreatinformation.Thanksfortheplugforthepresentation.Takecare.

7. JayeshSays:

July19th,2010at8:41am

Mark,

Nicepostasusual.Ihavefewquestionrelatedtohierarchicalcolumns.1.DoeshierarchicalcolumnsworkonlyinPivotview?AsIhaventseenexampleofhierarchicalcolumnsinanyotherviewssofar.

2.IfhierarchicalcolumnsworkonlyinPivotview,thenonaddingthecolumninanalysisandnavigatingtoresultstakestowhichdefaultview(asforgeneralanalysisittakestotableview).



Thanks.

8. MarkRittmanSays:


@Jayesh

Hierarchicalcolumnsworkinthetabularviewaswell.

regards,Mark

9. MalvikaAgarwalSays:

January27th,2011at1:01pm

HiMark,Iamfacingissuewithkeepingadimension(nonmeasure)columninthepivottablehierarchyview.ihaveahierarchyofcatalogandassociatedmeasurecolumns.ineedtoputaflagcolumninthereportandwhentheflagvalueisYthenthemeasurecolumnsshouldbedisplayedasBoldandinitalics.Inconditionstabicreatedthisconditionanditworksfine.theissueisthatduetoaddingofthisflagcolumnmyreportisnotgettingdrilleddown.e.g.letssayihaveahierarchyasA>A1,A>A2,B>B1.Ahas2childrenwhichhavefurtherchildrenandBhasonlyonechildandB1willhavemorechildren.NowwhenidrilldownonBthenitgetsopenedbutwhenidrilldownonAthenitdoesnotgetdrilled.Thisscenarioisforallthenonmeasurecolumnsevenwhenidonotputanyformatingcondition.Ihavealsotriedtochange(increase)theNoofelementsatthislevelpropertyofthehierarchyintheBMMlayerbutnosucess.Kindlyletmeknowwhatiscausingthiserror.

10. wimdewetSays:

March9th,2012at4:52pm

HiMark,

WewanttoimportanoldOracleExpress(OLAP)cubetoOBIEE11g(11.1.5/6)

Doyouhaveaclearmigrationpathdocthatwecouldpossibleusetodothis?

Muchappreciated!

11. KaraSays:

December12th,2012at10:13pm

Doesanyoneknowifyoucanlimitthenumberofrowsthatcomebackinapivottablein11gtodisplaythefirst25rows.Wearein10grightnowandwecanlimitthisinatablebutnotapivottable.

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OBIEE 11gR1 _ Hierarchical Columns, And Enhancements to Pivot Table Views