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Purpose
This tutorial covers using the Oracle Business Intelligence (BI) Administration Tool (11.1.1.7) to build, modify, enhance, and manage an Oracle
BI repository. You learned how to import metadata from a data source, simplify and reorganize the imported metadata into a business model,
and then structure the business model for presentation to users who request business intelligence information via Oracle BI user interfaces. You
learn to create calculated measures, hierarchies, aggregates, and time series measures.
Time to Complete
Approximately 4 hours.
Introduction
This tutorial shows you how to build an Oracle BI metadata repository using the Oracle BI Administration Tool. You learn how to import metadata
from data sources, simplify and reorganize the imported metadata into a business model, and then structure the business model for
presentation to users who request business intelligence information via Oracle BI user interfaces.
Hardware and Software Requirements
The following is a list of hardware and software requirements:
Have access to or have Installed Oracle Business Intelligence Enterprise Edition 11g.
Please note: This tutorial is built using Oracle Business Intelligence Enterprise Edition 11.1.1.7.0.
When setting up query logging, you must select Action > Set Online User Filter in Identity Manager to view users in the repository.
1.
To complete this tutorial you must have access to the BISAMPLE schema that is included with the Sample Application for Oracle
Business Intelligence Suite Enterprise Edition Plus. There are two options for accessing the BISAMPLE schema:
You can download the Sample Application virtual box image from here.1.
Click here to access the ForOBE.7z file, which has the BISAMPLE schema. Save ForOBE.7z, unzip, and begin with README.txt.2.
2.
Prerequisites
Before starting this tutorial, you should:
Have some familiarity with the Oracle BI 11g Administration Tool
Have the proper permissions to upload a repository
In this topic you use the Oracle BI Administration Tool to build the Physical layer of a repository.
The Physical layer defines the data sources to which Oracle BI Server submits queries and the relationships between physical databases and
other data sources that are used to process multiple data source queries. The recommended way to populate the Physical layer is by importing
metadata from databases and other data sources. The data sources can be of the same or different varieties. You can import schemas or
portions of schemas from existing data sources. Additionally, you can create objects in the Physical layer manually.
When you import metadata, many of the properties of the data sources are configured automatically based on the information gathered during
the import process. After import, you can also define other attributes of the physical data sources, such as join relationships, that might not exist
in the data source metadata. There can be one or more data sources in the Physical layer, including databases, flat files, XML documents, and
so forth. In this example, you import and configure tables from the BISAMPLE schema.
To build the Physical layer of a repository, you perform the following steps:
Creating a New Repository1.
Importing Metadata2.
Verifying Connection3.
Creating Aliases4.
Creating Physical Keys and Joins5.
Creating a New Repository
Select Start > Programs > Oracle Business Intelligence > BI Administrationto open the Administration Tool.1.
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Select File > New Repository.2.
Select the Binarymethod.3.
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Enter a name for the repository. In this tutorial the repository name is BISAMPLE.4.
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Leave the default location as is. It points to the default repository directory.5.
Leave Import Metadata set toYes.6.
Enter and retype a password for the repository. In this tutorial BISAMPLE1is the repository password.7.
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Click Next.8.
Importing Metadata
Change the Connection Type to OCI 10g/11g. The screen displays connection fields based on the connection type you selected.1.
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Enter a data source name. In this example the data source name is orcl. This name is the same as the tnsnames.ora entry for this Oracle
database instance.
2.
Enter user name and password for the data source. In this example the username and password are both BISAMPLE. Recall that
BISAMPLE is the name of the user/schema you created in the prerequisite section.
3.
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Click Next.4.
Accept the default metadata types and click Next.5.
In the Data source view, expand the BISAMPLEschema.6.
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Use Ctrl+Clickto select the following tables from BISAMPLEschema:
SAMP_ADDRESSES_D
SAMP_CUSTOMERS_D
SAMP_PRODUCTS_D
SAMP_REVENUE_F
SAMP_TIME_DAY_D
7.
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Click the Import Selected button to add the tables to the Repository View.8.
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The Connection Pooldialog box appears. Accept the defaults and click OK.9.
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The Importingmessage appears.10.
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When import is complete, expand BISAMPLEin the Repository Viewand verify that the five tables are visible.11.
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Click Finishto open the repository.12.
Expand orcl > BISAMPLEand confirm that the five tables are imported into the Physicallayer of the repository.13.
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Verifying Connection
Select Tools > Update All Row Counts.1.
When update row counts completes, move the cursor over the tables and observe that row count information is now visible, including
when the row count was last updated.
2.
Expand tables and observe that row count information is also visible for individual columns.3.
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Right-click a table and selectView Datato view the data for the table.4.
Close the View Data dialog box when you are done. It is a good idea to update row counts or view data after an import to verify
connectivity. Viewing data or updating row count, if successful, tells you that your connection is configured correctly.
5.
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Creating Aliases
It is recommended that you use table aliases frequently in the Physicallayer to eliminate extraneous joins and to include best practicenaming conventions for physical table names. Right-click SAMP_TIME_DAY_Dand select New Object > Aliasto open the Physical
Tabledialog box.
1.
EnterD1 Timein the Name field.2.
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In the Descriptionfield, enterTime Dimension Alias at day grain. Stores one record for each day.3.
Click the Columnstab. Note that alias tables inherit all column definitions from the source table.4.
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Click OKto close the Physical Tabledialog box.5.
Repeat the steps and create the following aliases for the remaining physical tables.
SAMP_ADDRESSES_D = D4 Address
SAMP_CUSTOMERS_D = D3 Customer
SAMP_PRODUCTS_D = D2 Product
SAMP_REVENUE_F = F1 Revenue
6.
Creating Keys and Joins
Select the five alias tables in the Physicallayer.1.
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Right-click one of the highlighted alias tables and select Physical Diagram > Selected Object(s) Onlyto open the Physical Diagram.
Alternatively, you can click the Physical Diagram button on the toolbar.
2.
Rearrange the alias table objects so they are all visible.3.
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You may want to adjust the objects in the Physical Diagram. If so, use the toolbar buttons to zoom in, zoom out, fit the diagram, collapse
or expand objects, select objects, and so forth:
4.
Click the New Joinbutton on the toolbar.5.
Click the F1 Revenuetable and then the D1 Timetable. The Physical Foreign Keydialog box opens. It matters which table you click
first. The join creates a one-to-many (1:N)relationship that joins the key column in the first table to a foreign key column in the second
table.
6.
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Select the D1 Time. CALENDAR_DATEcolumn, and then select F1 Revenue.BILL_DAY_DTto join the tables. Ensure that the
Expression edit box (at the bottom) contains the following expression:
"orcl".""."BISAMPLE"."D1 Time"."CALENDAR_DATE" = "orcl".""."BISAMPLE"."F1 Revenue"."BILL_DAY_DT"
7.
Click OKto close the Physical Foreign Key dialog box. The join is visible in the Physical Diagram.8.
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Please be aware of the following upgrade considerations for Oracle BI EE 11g Release 1 (11.1.1.5): Joins in the Physical and
Business Model diagrams are now represented by a line with an arrow at the "one" end of the join, rather than the line with crows
feet at the "many" end of the join that was used in previous releases. When creating joins in the Physical and Business Model
Diagrams, you now select the "many" end of the join first, and then select the "one" end of the join. In previous releases, joins in
the diagrams were created by selecting the "one" end of the join first.
Repeat the steps to create joins for the remaining tables. Use the following expressions as a guide. Please notice that D4 Addressjoins
to D3 Customer.
"orcl".""."BISAMPLE"."D2 Product"."PROD_KEY" = "orcl".""."BISAMPLE"."F1 Revenue"."PROD_KEY"
"orcl".""."BISAMPLE"."D3 Customer"."CUST_KEY" = "orcl".""."BISAMPLE"."F1 Revenue"."CUST_KEY"
"orcl".""."BISAMPLE"."D4 Address"."ADDRESS_KEY" = "orcl".""."BISAMPLE"."D3 Customer"."ADDRESS_KEY"
9.
Click the Auto Layoutbutton on the toolbar.10.
Your diagram should look similar to the screenshot:11.
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Click the Xin the upper right corner to close the Physical Diagram.12.
Select File > Saveor click the Savebutton on the toolbar to save the repository.13.
Click Nowhen prompted to check global consistency. Some of the more common checks are done in the Business Model and Mappinglayer and Presentationlayer. Since these layers are not defined yet, bypass this check until the other layers in the repository are built.
You learn more about consistency check later in this tutorial.
14.
Leave the Administration Tooland the repository open for the next topic.
Congratulations! You have successfully created a new repository, imported a table schema from an external data source into the Physical
layer, created aliases, and defined keys and joins.
In the next topic you learn how to build the Business Model and Mappinglayer of a repository.
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In this topic you use the Oracle BI Administration Tool to build the Business Model and Mapping layer of a repository.
The Business Model and Mapping layer of the Administration Tool defines the business, or logical model of the data and specifies the mappings
between the business model and the Physical layer schemas. This layer is where the physical schemas are simplified to form the basis for the
users view of the data. The Business Model and Mapping layer of the Administration Tool can contain one or more business model objects. A
business model object contains the business model definitions and the mappings from logical to physical tables for the business model.
The main purpose of the business model is to capture how users think about their business using their own vocabulary. The business model
simplifies the physical schema and maps the users business vocabulary to physical sources. Most of the vocabulary translates into logical
columns in the business model. Collections of logical columns form logical tables. Each logical column (and hence each logical table) can have
one or more physical objects as sources.
There are two main categories of logical tables: fact and dimension. Logical fact tables contain the measures by which an organization gauges
its business operations and performance. Logical dimension tables contain the data used to qualify the facts.
To build the Business Model and Mapping layer of a repository, you perform the following steps:
Creating a Business Model
Examining Logical Joins
Examining Logical Columns
Examining Logical Table Sources
Renaming Logical Objects Manually
Renaming Logical Objects Using the Rename Wizard
Deleting Unnecessary Logical Objects
Creating Simple Measures
Creating a Business Model
Right-click the white space in the Business Model and Mappinglayer and select New Business Modelto open the Business Model
dialog box.
1.
EnterSample Salesin the Namefield. Leave Disabledchecked.2.
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Click OK. The Sample Sales business model is added to the Business Model and Mappinglayer.3.
In the Physicallayer, select the following four alias tables:
D1 Time
D2 Product
D3 Customer
F1 Revenue
Do not select D4 Addressat this time.
4.
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Because you dragged all tables simultaneously from the Physical layer onto the business model, the logical keys and joins are
created automatically in the business model. This is because the keys and join relationships were already created in the Physical
layer. However, you typically do not drag all physical tables simultaneously, except in very simple models. Later in this tutorial, you
learn how to manually build logical keys and joins in the Business Model and Mapping layer. The process is very similar to
building joins in the Physical layer.
Double-click any one of the joins in the diagram to open theLogical Joindialog box. In this example the join between D1 Timeand F1
Revenueis selected.
Notice that there is no join expression. Joins in the BMM layer are logical joins. Logical joins express the cardinality relationships
between logical tables and are a requirement for a valid business model. Specifying the logical table joins is required so that
Oracle BI Server has necessary metadata to translate logical requests against the business model into SQL queries against the
physical data sources. Logical joins help Oracle BI Server understand the relationships between the various pieces of the
business model. When a query is sent to Oracle BI Server, the server determines how to construct physical queries by examining
how the logical model is structured. Examining logical joins is an integral part of this process. The Administration Tool considers a
table to be a logical fact table if it is at the many end of all logical joins that connect it to other logical tables.
3.
Click OKto close the Logical Join dialog box.4.
Click the Xto close the Business Model Diagram.5.
Examining Logical Columns
Expand the D1 Timelogical table. Notice that logical columns were created automatically for each table when you dragged the alias1.
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tables from the Physicallayer to the BMMlayer.
Examining Logical Table Sources
Expand the Sourcesfolder for the D1 Timelogical table. Notice there is a logical table source, D1 Time. This logical table source maps
to the D1 Timealias table in the Physicallayer.
1.
Double-click the D1 Timelogical table source (not the logical table) to open the Logical Table Sourcedialog box.2.
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On the Generaltab, rename the D1 Timelogical table source to LTS1 Time. Notice that the logical table to physical table mapping is
defined in the "Map to these tables"section.
3.
On the Column Mappingtab, notice that logical column to physical column mappings are defined. If mappings are not visible, select
Show mapped columns.
4.
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Click on the first logical column, BEG_OF_MONTH_WID, to highlight it.2.
Click on BEG_OF_MONTH_WIDagain to make it editable.3.
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Rename BEG_OF_MONTH_WIDto Beg of Mth Wid. This is the manual method for renaming objects. You can also rename an object
and select Renameto manually rename an object.
4.
Renaming Objects Using the Rename Wizard
Select Tools > Utilities > Rename Wizard > Executeto open the Rename Wizard.1.
In the Select Objectsscreen, click Business Model and Mappingin the middle pane.2.
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Expand the Sample Salesbusiness model.3.
Expand the D1 Timelogical table.4.
UseShift+Click to select all of the logical columns except for the column you already renamed, Beg of Mth Wid.5.
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Click Addto add the columns to the right pane.6.
Repeat the steps for the three remaining logical tables so that all logical columns from the Sample Salesbusiness model are added to
the right pane. Only the columns from F1 Revenueare shown in the screenshot.
7.
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Click Nextto move to the Select Typesscreen.
Notice that Logical Column is selected. If you had selected other object types, such as logical tables, the type would have
appeared here.
8.
Click Nextto open the Select Rulesscreen.9.
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In the Select Rulesscreen, select All text lowercaseand click Addto add the rule to the lower pane.10.
Add the rule Change each occurrence of _ into a space.11.
Add the rule First letter of each word capital.12.
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Click Nextto open the Finish screen. Verify that all logical columns will be named according to the rename rules you selected.13.
Click Finish.14.
In the Business Model and Mappinglayer, expand the logical tables and confirm that all logical columns have been renamed as
expected. The screenshot shows only the columns in D1 Time.
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In the Physicallayer, expand the alias tables and confirm that all physical columns have notbeen renamed. The point here is you can
change object names in the BMMlayer without impacting object names in the Physicallayer. When logical objects are renamed, the
relationships between logical objects and physical objects are maintained by the logical column to physical column mappings.
16.
Deletin Unnecessar Lo ical Ob ects
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In the BMMlayer, expand Sample Sales > F1 Revenue.1.
Use Ctrl+Click to select all F1 Revenuelogical columns except forRevenueand Units.2.
Right-clickany one of the highlighted logical columns and select Delete. Alternatively you can select Edit > Deleteor press the Delete
key on your keyboard.
3.
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ClickYesto confirm the delete.4.
Confirm that F1 Revenuecontains only the Revenueand Unitscolumns.5.
Creating Simple Measures
Double-clickthe Revenuelogical column to open the Logical Columndialog box.
alt description here
1.
Click the Aggregationtab.2.
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Change the default aggregation rule to Sum.3.
Click OKto close the Logical Columndialog box. Notice that the icon has changed for the Revenuelogical column indicating that an
aggregation rule has been applied.
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Repeat the steps to define the SUMaggregation rule for the Unitslogical column.
Measures are typically data that is additive, such as total dollars or total quantities. The F1 Revenue logical fact table contains the
measures in your business model. You aggregated two logical columns by summing the column data.
5.
Savethe repository without checking global consistency.
Congratulations! You have successfully built a business model in the Business Model and Mapping layer of a repository and created
business measures.
6.
You have created the initial Sample Sales business model in the repository. You now create the Presentation layer of the repository. The
Presentation layer exposes the business model objects in Oracle BI user interfaces so that users can build analyses and dashboards to analyzetheir data.
To build the Presentation layer you perform the following steps:
Creating a Subject Area
Creating Presentation Tables
Creating Presentation Columns
Renaming Presentation Columns
Reordering Presentation Columns
Creating a Subject Area
Right-click the white spacein the Presentation layer and select New Subject Areato open the Subject Area dialog box.1.
On the General tab, enterSample Salesas the name of the subject area.2.
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Click OKto close the Subject Areadialog box. The Sample Salessubject area is added to the Presentationlayer.3.
Creating Presentation Tables
Right-click the Sample Salessubject area and select New Presentation Tableto open the Presentation Table dialog box.1.
On the Generaltab, enterTimeas the name of the presentation table.2.
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Click OKto close the Presentation Table dialog box. The Time presentation table is added to the Sample Sales subject area.3.
Repeat the process and add three more presentation tables: Products, Customers, and Base Facts.
Please note that you are using the manual method for creating Presentation layer objects. For simple models it is also possible to
drag objects from the BMM layer to the Presentation layer to create the Presentation layer objects. When you create presentation
objects by dragging from the BMM layer, the business model becomes a subject area, the logical tables become presentation
tables, and the logical columns become presentation columns. Note that all objects within a subject area must derive from a single
business model.
4.
Creating Presentation Columns
In the BMMlayer, expand theD1 Timelogical table.1.
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Use Ctrl+ Clickto select the following logical columns:
Calendar Date
Per Name Half
Per Name Month
Per Name Qtr
Per Name Week
Per Name Year.
2.
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Dragthe selected logical columns to the Timepresentation table in the Presentationlayer.3.
Repeat the process and add the following logical columns to the remaining presentation tables:
Products: Drag Brand, Lob, Prod Dsc, Typefrom D2 Product.
Customers: Drag Cust Key, Namefrom D3 Customer.
Base Facts: Drag Revenue, Unitsfrom F1 Revenue.
4.
Renaming Presentation Columns
In the Presentationlayer, expand the Productspresentation table.1.
Double-click the Lobpresentation column to open the Presentation Column dialog box. On the General tab notice that "Use Logical
Column Name"is selected. When you drag a logical column to a presentation table, the resulting presentation column inherits the
logical column name by default. In this example the Lob presentation column inherits the name of the logical column "Sample
Sales"."D2 Product"."Lob".
2.
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Deselect Use Logical Column Name. The Name field is now editable.3.
EnterLine of Businessin the Name field.4.
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Click OKto close the Presentation Column dialog box. Notice that the presentation column name is now changed to Line of Businessin
the Presentationlayer.
5.
In the BMMlayer, expand D2 Product. Notice that the Loblogical column name is not changed. The point here is you can change object
names in the Presentationlayer without impacting object names in the BMMorPhysicallayers.
6.
In the BMMlayer, rename the Prod Dsclogical column to Product. Notice that the name change is inherited by the corresponding
presentation column.
7.
Make the following name changes to logical objects in the BMMlayer so that the names of the corresponding presentation columns are
also changed:
For the D3 Customerlogical table:
Change Cust Keyto Customer Number.
Change Nameto Customer Name.
8.
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Confirm that the corresponding presentation column names are changed.9.
Reordering Presentation Columns
In the Presentationlayer, double-click the Timepresentation table to open the Presentation Tabledialog box.1.
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Click the Columnstab.2.
Select columns and use the up and down arrows, or drag the columns. to rearrange the presentation columns into the following order
from top to bottom:
Per Name Year
Per Name Half
Per Name Qtr
Per Name Month
Per Name Week
Calendar Date
3.
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Click OKto close the Presentation Tabledialog box and confirm that the presentation column order is changed in the Presentation
layer.
4.
Repeat the steps to reorder the columns in the Productspresentation table:
Brand
Line of Business
Type
Product
5.
Savethe repository without checking global consistency.
Congratulations! You have successfully built the Presentation layer of a repository.
6.
You have finished building an initial business model and now need to test and validate the repository before continuing. You begin by checking
the repository for errors using the consistency checking option. Next you load the repository into Oracle BI Server memory. You then test the
repository by running an Oracle BI analysis and verifying the results. Finally, you examine the query log file to observe the SQL generated by
Oracle BI Server.
To test and validate a repository you perform the following steps:
Checking Consistency
Disabling Cache
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Loading the Repository
Setting Up Query Log
Creating and Running Analysis
Checking the Query Log
Checking Consistency
Select File > Check Global Consistency.1.
You should receive the message Business model "Sample Sales" is consistent. Do you want to mark it as available for queries?2.
ClickYes. You should receive the message: Consistency check fixed certain object(s); there are no errors, warnings or bestpractice violations left to report.
If you do not receive this message, you must fix any consistency check errors or warnings before proceeding.
3.
Click OK. Notice that the Sample Sales business model icon in the BMMlayer is now green, indicating it is available for queries.4.
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Save the repository without checking global consistency again.5.
Select File > Close to close the repository. Leave the Administration Tool open.6.
Disabling Cache
Open a browser and enter the following URL to navigate to Oracle Enterprise Manager:
http://:7001/em
In this tutorial the URL is http://localhost:7001/em
1.
Log in as an administrative user. Typically you use the administrative user name and password provided during the Oracle BI installation.
In this example the user name is weblogic.
2.
In the left navigation pane, expand Business Intelligenceand click coreapplication.3.
Click the Capacity Management tab.4.
Click the Performancesub tab.5.
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Locate the Enable BI Server Cachesection. Cache is enabled by default.6.
ClickLock and Edit Configuration.7.
Click Closewhen you receive the confirmation message "Lock and Edit Configuration - Completed Successfully."8.
Deselect Cache enabled. Caching is typically not used during development. Disabling cache improves query performance.9.
Click Apply.10.
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Click Activate Changes.11.
Click Closewhen you receive the confirmation message Activate Changes - Completed Successfully.12.
Loading the Repository
In the right pane, click the Deploymenttab.1.
Click the Repositorysubtab.2.
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ClickLock and Edit Configuration.3.
Click Closewhen you receive the confirmation message "Lock and Edit Configuration - Completed Successfully."4.
In the "Upload BI Server Repository"section, click Browseto open the Choose file dialog box.5.
By default, the Choose file dialog box should open to the repositorydirectory. If not, navigate to the repository directory with the
BISAMPLE repository. If not, browse to D:\bi\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis1
\repository.
6.
Select the BISAMPLE.rpdfile and click Open.7.
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EnterBISAMPLE1as the repository password and confirm the password.8.
Click Apply.9.
In the BI Server Repository section, confirm that the Default RPD is now BISAMPLE with an extension. In this example the file name isBISAMPLE_BI0079.
10.
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Click Activate Changes.11.
Allow Active Changes processing to complete. Click Closewhen you receive the confirmation message Activate Changes - Completed
Successfully.
12.
On the Availability > Processespage, select BI Servers, and click Restart Selected.13.
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ClickYeswhen you receive the message Are you sure you want to restart selected components?14.
Allow the Restart Selected In Progressprocessing to complete. This may take a few moments.15.
Click Closewhen you receive the confirmation message Restart Selected Completed Successfully".16.
Confirm that all components are running. Oracle BI cache is now disabled and the BISAMPLE repository is loaded into BI Server.17.
Leave Oracle Enterprise Manageropen.18.
Setting Up Query Log
Return to the Administration Tool, which should still be open.1.
Select File > Open > Onlineto open the repository in online mode. You use online mode to view and modify a repository while it is
loaded into the Oracle BI Server. The Oracle BI Server must be running to open a repository in online mode.
2.
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EnterBISAMPLE1as the repository password and enter your administrative user name and password.3.
Click Opento open the repository in online mode.4.
Select Manage > Identityto open Identity Manager.5.
In the left pane, select BI Repository.6.
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SelectAction > Set Online User Filter.7.
Enter an asteriskand click OKto fetch users from the identity store.8.
In the right pane, double-click your administrative user to open the User dialog box. In this example the administrative user is weblogic.9.
In the User dialog box, on the User tab, set Logging level to 2.10.
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Click OKto open the Check Out Objects dialog box.11.
In the Check Out Objects dialog box, click Check Out. When you are working in a repository open in online mode, you are prompted to
check out objects when you attempt to perform various operations.
12.
Select Action > Closeto close Identity Manager.13.
Select File > Check In Changes. Alternatively, you can click the Check In Changesicon on the toolbar.14.
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Save the repository. There is no need to check consistency.15.
Select File > Copy Asto save a copy of the online repository with the security changes.16.
In the Save Copy As dialog box, save the file as BISAMPLE.rpd , replacing the existing BISAMPLE repository.17.
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ClickYeswhen asked if you want to replace the existing BISAMPLE repository. This will create a new BISAMPLE repository with query
logging set for the weblogic user.
18.
Select File > Closeto close the repository.19.
Click OKwhen you receive the following message:
"In order for your online changes to take effect, you will have to manually restart each non-master Oracle BI Server instance in the
cluster."
20.
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Leave the Administration Tool open.21.
Creating and Running Analysis
Open a browser or a new browser tab and enter the following URL to navigate to Oracle Business Intelligence:
http://:7001/analytics
In this tutorial the URL is http://localhost:7001/analytics
1.
Sign in as an administrative user. Typically you use the administrative user name and password provided during the Oracle BI
installation. In this example the user name is weblogic. If you need help identifying a user name and password, contact your companys
Oracle BI Administrator.
2.
In the left navigation pane, underCreate... >Analysis and Interactive Reporting, select Analysis.3.
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Select the Sample Salessubject area.4.
Select Reload Server Metadata.5.
In the left navigation pane, expand the folders in the Sample Sales subject area and confirm that the user interface matches the
Presentationlayer of the repository.
6.
Double-click the following column names in the Subject Areas pane to add them to the analysis:
Time.Per Name Year
7.
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Base Facts.Revenue
Click Results.8.
The analysis results are displayed in a compound layout, which includes a Title view and a Table view.9.
Use scrollbar slider of the compound layout to view additional rows.10.
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Checking the Query Log
Click Administration.1.
Click Leave Page when prompted with the message: Are you sure?2.
On the Administration page, under Session Management, select Manage Sessions.3.
In the Cursor Cache section, locate your query and select View Log.4.
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Your log entry should look similar to the screenshot.5.
Locate the SQL Request section. This section contains the logical SQL issued by the query.6.
Just below the SQL Request section is the General Query Info section. This section identifies the repository, subject area, and
presentation catalog from which the query was run. You will need to scroll right to see the General Query Info text.
7.
Click the browser back button to return to the Manage Session page.8.
Click the browser back button to return to the Administration screen.9.
Click Home to return to the Home page.10.
Sign out of Oracle BI. ClickLeave Page when prompted about navigating away from this page. Leave the Oracle BI browser page open.11.
In this set of steps you create multiple logical table sources for the D3 Customer logical table. To create multiple logical table sources you
perform the following steps:
Opening the Repository in Offline Mode
Adding a New Logical Table Source
Creating Presentation Layer Objects
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Creating and Running an Analysis
Checking the Query Log
Opening the Repository in Offline Mode
Return to the Administration Tool, which should still be open. If not, select Start > Programs > Oracle Business Intelligence > BI
Administration.
1.
Open the BISAMPLErepository in offline mode with repository password as BISAMPLE1. Recall that earlier in this tutorial you created a
copy of the online repository and saved it as BISAMPLE.rpd.
2.
Select Manage > Identity to open Identity Manager.3.
Select BI Repository in the left pane.4.
Recall that earlier in this tutorial you created a copy of the online repository with logging level defined for the administrative user. Confirm
that your administrative user is visible in the right pane. In this example the administrative user is weblogic.
5.
Double-click the administrative user to open the User dialog box. On the Usertab, confirm that logging level is set to 2.6.
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Click Cancel to close the User dialog box.7.
Select Action > Closeto close Identity Manager. The offline BISAMPLE repository now has a user with a logging level set to 2. This will
allow you to check the query log as you complete the remaining exercises in this tutorial. You will not have to repeat the steps of copying
an online repository.
8.
Adding a New Logical Table Source
In the BMMlayer, expand Sample Sales > D3 Customer > Sources. Notice that the D3 Customer logical table has one logical table
source named D3 Customer.
1.
Rename the D3 Customer logical table source (not the logical table) to LTS1 Customer.2.
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Double-click LTS1 Customerto open the Logical Table Source dialog box.3.
Click the Column Mapping tab and notice that all logical columns map to physical columns in the same physical table: D3 Customer. It
may be necessary to scroll to the right to see the Physical Table column. Make sure "Show mapped columns"is selected.
4.
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Click OK to close the Logical Table Source dialog box.5.
In the Physicallayer, expand orcl > BISAMPLE.6.
Drag D4 Addressfrom the Physical layer to the D3 Customerlogical table in the BMMlayer. Notice this creates a new logical table
source named D4 Address for the D3 Customer logical table. It also creates new logical columns that map to the D4 Address physical
table.
7.
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In the BMMlayer, double-click the new D4 Address logical table source to open the Logical Table Source dialog box.8.
On the General tab, enterLTS2 Customer Addressin the Name field.9.
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Click the Column Mappingtab and notice that all logical columns map to physical columns in the same physical table: D4 Address. If
necessary, select Show mapped columnsand deselect Show unmapped columns.
10.
Click OKto close the Logical Table Source dialog box.11.
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Confirm that the D3 Customerlogical table now has two logical table sources: LTS1 Customerand LTS2 Customer Address. A single
logical table now maps to two physical sources.
12.
Right-click the new ADDRESS_KEYcolumn and select Delete. This is a duplicate column and is not needed.13.
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ClickYesto confirm the delete.14.
Use the Rename Wizard or a manual renaming technique to rename the new address logical columns (with uppercase letters) in D3
Customer. Your results should look similar to the screenshot. Hint: To use the Rename Wizard, select all of the new logical columns, then
right-click any one of the highlighted columns and select Rename Wizard to launch the wizard. If you need help using the Rename
Wizard, refer to Renaming Objects Using the Rename Wizardsection from earlier in this tutorial.
15.
Rename the remaining logical table sources according to the following table. Recall that logical table sources are located in the Sources
folder for a logical table. For example: D2 Product > Sources.
16.
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Click OK to close the Presentation Tabledialog box. Confirm that the Customer Regionspresentation table is added to the Sample
Sales subject area in the Presentationlayer.
3.
In the BMMlayer, expand Sample Sales > D3 Customer.4.
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Drag the following logical columns fromD3 Customerto Customer Regionsin the Presentationlayer:
Address 1
Address 2
Area
City
Country Name
Estab Name
Postal Code
Region
State Province
State Province Abbrv
Your column names may be slightly different depending on how you renamed them.
5.
Reorder the Customer Regions presentation columns in the following order, from top to bottom:
Region
Area
Country Name
State Province
State Province Abbrv
City
Postal Code
Address 1
Address 2
Estab Name
6.
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Double-click the Sample Sales subject area in the Presentationlayer to open the Subject Area dialog box.7.
Click the Presentation Tablestab.8.
Reorder the presentation tables so that Customer Regionsappears afterCustomers.9.
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Click OK to close the Subject Area dialog box. Confirm that the presentation tables appear in the expected order.
You now have two presentation tables, Customers and Customer Regions, mapped to the same logical table, D3 Customer. The
D3 Customer logical table is mapped to two physical sources: D3 Customer and D4 Address.
10.
Save the repository and check global consistency when prompted. You should receive a message that there are no errors, warnings, or
best practice violations to report.
If you do receive any consistency check errors or warnings, fix them before proceeding.
11.
Click OK to close the consistency check message.12.
Close the repository. Leave the Administration Tool open.13.
Loading the Repository
Return to Oracle Enterprise Manager, which should still be open. If not, open a browser and enter the following URL to navigate to
Oracle Enterprise Manager:
http:///:7001/em
In this tutorial the URL is http://localhost:7001/em
1.
If necessary, log in as an administrative user. Typically you use the administrative user name and password provided during the Oracle
BI installation. In this example the user name is weblogic.
2.
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In the left navigation pane, expand Business Intelligenceand click on coreapplication.3.
Click the Deploymenttab.4.
Click the Repositorysub tab.5.
ClickLock and Edit Configuration.6.
Click Closewhen you receive the confirmation message "Lock and Edit Configuration - Completed Successfully."7.
In the "Upload BI Server Repository"section, click Browseto open the Choose file dialog box.8.
By default, the Choose file dialog box should open to the repositorydirectory. If not, navigate to the repository directory with the
BISAMPLE repository. If not, browse to D:\bi\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis1
\re ositor .
9.
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In the BI Server Repository section, confirm that the Default RPD is now BISAMPLE with an extension. In this example the file name is
BISAMPLE_BI0080.
13.
Click Activate Changes.14.
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Allow Active Changes processing to complete. Click Closewhen you receive the confirmation message Activate Changes - Completed
Successfully.
15.
On the Availability > Processespage, select BI Servers, and click Restart Selected.16.
ClickYeswhen you receive the message Are you sure you want to restart selected components?17.
Allow the Restart Selected In Progressprocessing to complete. This may take a few moments.18.
Click Closewhen you receive the confirmation message Restart Selected Completed Successfully".19.
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Confirm that all components are running. Oracle BI cache is now disabled and the BISAMPLE repository is loaded into BI Server.20.
Leave Oracle Enterprise Manageropen.21.
Creating and Running an Analysis
Return to Oracle BI, which should still be open. If not, open a browser or browser tab and enter the following URL to navigate to Oracle
Business Intelligence:
http:///:7001/analytics
In this tutorial the URL is http://localhost:7001/analytics.
1.
If your previous session has timed out, sign in as an administrative user. Typically you use the administrative user name and password
provided during the Oracle BI installation. In this example the user name is weblogic.
2.
In the left navigation pane, under Create... Analysis and Interactive Reporting, select Analysis.3.
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Products.Type
Base Facts.Revenue
Click Resultsto view the analysis results. Use the Get more rowsbutton at the bottom of the results screen to see more rows.8.
Checking the Query Log
Click Administration.1.
Click Leave Page when prompted with the message: Are you sure?2.
On the Administration page, under Session Management, select Manage Sessions.3.
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In the Cursor Cache section, locate your query and select View Log.4.
Your log entry should look similar to the screenshot.5.
Locate the SQL Request section. This section contains the logical SQL issued by the query.6.
Just below the SQL Request section is the General Query Info section. This section identifies the repository, subject area, and
presentation catalog from which the query was run. You will need to scroll right to see the General Query Info text.
7.
Click the browser back button to return to the Manage Session page.8.
Click the browser back button to return to the Administration screen.9.
Click Home to return to the Home page.10.
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Sign out of Oracle BI. ClickLeave Page when prompted about navigating away from this page. Leave the Oracle BI browser page open.11.
In this set of steps you use existing measures to created a derived calculation measure. To create a derived calculation measure you perform
the following steps:
Opening the Repository in Offline Mode
Creating a Calculation Measure Derived from Existing Columns
Creating a Calculation Measure Using a Function
Loading the Repository
Creating and Running an Analysis
Checking the Query Log
Opening the Repository in Offline Mode
Return to the Administration Tool, which should still be open. If not, select Start > Programs > Oracle Business Intelligence > BI
Administration.
1.
Select File > Open > Offline.2.
Select BISAMPLE.rpdand click Open. Do not select any BISAMPLE repository with an extension, for example, BISAMPLE_BI0079.rpd.
Recall that these are the repositories that have been loaded into Oracle BI Server memory.
3.
EnterBISAMPLE1as the repository password and click OKto open the repository.4.
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Click the Edit Expressionbutton to open Expression Builder.6.
In the left pane select Logical Tables > F1 Revenue > Revenue.7.
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Click the Insert selected itembutton to move the Revenue column to the right pane.8.
Click the division operatorto add it to the expression.9.
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In the left pane select Logical Tables > F1 Revenueand then double-click Unitsto add it to the expression.10.
Click OKto close Expression Builder. Notice that the formula is added to the Logical Column dialog box.11.
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Click OKto close the Logical Column dialog box. The Actual Unit Pricecalculated measure is added to the business model.12.
Drag Actual Unit Pricefrom the BMMlayer to the Base Facts presentation table in the Presentationlayer.13.
Save the repository and check consistency. Fix any errors or warnings before proceeding.14.
Creating a Calculation Measure Using a Function
In the BMMlayer, right-click F1 Revenue and select New Object > Logical Columnto open the Logical Column dialog box.1.
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On the General tab, enterRevenue Rank in the Name field.2.
Click the Column Sourcetab.3.
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In the left pane selectFunctions > Display functions > Rank.6.
Click the Insert selected itembutton to move the Rank function to the right pane.7.
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Click in the expression.8.
In the left pane select Logical Tables > F1 Revenueand then double-click Revenueto add it to the expression.9.
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Click OKto close Expression Builder. Notice that the formula is added to the Logical Column dialog box.10.
Click OKto close the Logical Column dialog box. The Revenue Rank calculated measure is added to the business model.11.
Drag Revenue Rank from the BMMlayer to the Base Factspresentation table in the Presentationlayer.12.
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ClickLock and Edit Configuration.6.
Click Closewhen you receive the confirmation message Lock and Edit Configuration - Completed Successfully.7.
Click Browseand navigate to the directory with the BISAMPLErepository.8.
By default, the Choose file dialog box should open to the repositorydirectory. If not, browse to D:\bi\instances\instance1\bifoundation
\OracleBIServerComponent\coreapplication_obis1\repository
9.
Select the BISAMPLE.rpdfile and click Open.10.
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EnterBISAMPLE1as the repository password and confirm the password.11.
Click Apply.12.
Confirm that the default RPD is now BISAMPLE with an extension. In this example the file name is BISAMPLE_BI0081.13.
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Click Activate Changes.14.
Allow Active Changes processing to complete. Click Closewhen you receive the confirmation message Activate Changes - Completed
Successfully.
15.
On the Availability > Processespage, select BI Servers, and click Restart Selected16.
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ClickYeswhen you receive the message Are you sure you want to restart selected components?.17.
Allow the Restart Selected In Progressprocessing to complete. This may take a few moments.18.
Click Closewhen you receive the confirmation message Restart Selected Completed Successfully".19.
Confirm that all components are running. Oracle BI cache is now disabled and the BISAMPLE repository is loaded into BI Server.20.
Leave Oracle Enterprise Manageropen.21.
Creating and Running an Analysis
Return to Oracle BI, which should still be open. If not, open a browser or browser tab and enter the following URL to navigate to Oracle
Business Intelligence:
http:///:7001/analytics
In this tutorial the URL is http://localhost:7001/analytics.
1.
If necessary, log in as an administrative user. Typically you use the administrative user name and password provided during the Oracle
2.
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In the left navigation pane, under Create... Analysis and Interactive Reporting, select Analysis. Hint: If your session has not timed out,
you can create a new analysis by selecting New > Analysis.
3.
Select the Sample Salessubject area.4.
In the left navigation pane, expand theBase Factsfolder and confirm that the Actual Unit Priceand Revenue Rankcolumns are
visible.
5.
Create the following analysis by double-clicking column names in the Subject Areas pane:
Products.Product
Base Facts.Revenue
Base Facts.Revenue RankBase Facts.Units
Base Facts.Actual Unit Price
6.
Sort Revenue Rankin ascending order.7.
Click Resultsto view the analysis results.8.
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Please note that the Actual Unit Price calculation is correct, although it does not make sense from a business perspective. For
example, the unit price for an LCD HD Television would not be 9 dollars. This is a result of the underlying sample data.
Checking the Query Log
Click the Administrationlink in the upper right.1.
ClickLeave Page when you are asked "Are you sure?"2.
On the Administration page, under Session Management, select Manage Sessions.3.
In the Cursor Cache section, locate your query and select View Log.4.
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Your log entry should look similar to the screenshot.
Note that the division of Revenue by Units is calculated in the outer query block (D1.c2 / nullif ( D1.c1, 0) as c3 in this example).
Because you defined the Actual Unit Price calculation using logical columns, the SUM aggregation rule is applied to the Revenue
and Units columns first and then the division is calculated.
5.
Locate the SQL Request section. This section contains the logical SQL issued by the query.6.
Just below the SQL Request section is the General Query Info section. This section identifies the repository, subject area, and
presentation catalog from which the query was run. You will need to scroll right to see the General Query Info text.
7.
Click the browser back button to return to the Manage Session page.8.
Click the browser back button to return to the Administration screen.9.
Click Home to return to the Home page.10.
Sign out of Oracle BI. ClickLeave Page when prompted about navigating away from this page. Leave the Oracle BI browser page open.11.
In this set of steps you add logical dimension hierarchies to the business model. A logical dimension represents a hierarchical organization of
logical columns belonging to a single logical dimension table. Logical dimensions can exist in the Business Model and Mapping layer and in the
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In the BMMlayer, right-click the Sample Salesbusiness model and select New Object > Logical Dimension > Dimension with
Level-Based Hierarchyto open the Logical Dimension dialog box.
1.
Name the logical dimension H2 Product.2.
Click OK. The logical dimension is added to the Sample Sales business model.3.
Creating Logical Levels
Right-click H2 Product and select New Object > Logical Level.1.
Name the logical level as Product Total.2.
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Because this level represents the grand total for products, select the Grand total levelcheck box. Note that when you do this, the
Supports rollup to higher level of aggregationfield is grayed out and protected.
3.
Click OKto close the Logical Level dialog box. The Product Totallevel is added to the H2 Product logical dimension.4.
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Right-click Product Totaland select New Object > Child Levelto open the Logical Level dialog box.5.
Name the logical level Product Brand.6.
Click OKto close the Logical Level dialog box. The Product Brandlevel is added to the logical dimension.7.
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Repeat the steps to add the following child levels:
Product LOBas a child of Product Brand
Product Typeas a child of Product LOB
Product Detailas a child of Product Type
Use the screenshot as a guide:
8.
Associating Logical Columns with Logical Levels
Expand the D2 Product logical table.1.
Drag the Brandcolumn from D2 Product to the Product Brand level in H2 Product.2.
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Continue dragging logical columns from the D2 Productlogical table to their corresponding levels in the H2 Productlogical dimension:
Logical Column Logical Level
Lob Product LOB
Type Product Type
Product Product Detail
Prod Key Product Detail
Your results should look similar to the screenshot:
3.
Setting Logical Level Keys
Double-click the Product Brand logical level to open the Logical Leveldialog box. On the Generaltab, notice that the Product LOB
child level is displayed.
1.
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Click the Keystab.2.
EnterBrandfor Key Name.3.
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In the Columns field, use the drop down list to select D2 Product.Brand.4.
Check Use for Display. When this is selected, users can drill down to this column from a higher level.5.
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Set Brandas the Primary key.6.
Click OKto close the Logical Level dialog box. The icon changes for Brand to show that it is the key for the Product Brand level.7.
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Use a different technique to create a logical level key: Right-clickLob for the Product LOB level and select New Logical Level Keyto
open the Logical Level Key dialog box.
8.
In the Logical Level Key dialog box, accept the defaults and click OK.9.
The icon changes forLobto show that it is the key for the Product LOBlevel.10.
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Use either method to set the remaining keys for the H2 Product logical dimension:
Logical Level Logical Level Key Use for Display
Product Type Type Yes
Product Detail Product Yes
Product Detail Prod Key No
Your results should look similar to the screenshot:
Please note that the Detail level (lowest level of the hierarchy) must have the column that is the logical key of the dimension table
associated with it and it must be the key for that level: Prod Key in this example.
11.
Set Prod Keyas the primary key for the Product Detail level. Hint: Double-click the level and select the Keystab.12.
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Creating a Logical Dimension for Time
Use a different technique to create a logical dimension for Time. Right-click the D1 Time logical table and select Create Logical
Dimension > Dimension with Level-Based Hierarchy.
1.
A new logical dimension,D1 TimeDimin this example, is automatically added to the business model.2.
Rename D1 TimeDimto H1 Time.3.
Expand H1 Time . Notice that two levels were created automatically: D1 Time Total and D1 Time Detail. D1 Time Detail is populated
with all of the columns from the D1 Time logical table.
4.
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Rename D1 Time Total to Time Total, and rename D1 Time Detail to Time Detail.5.
Right-click Time Detailand select New Object > Parent Levelto open the Logical Level dialog box.6.
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On the General tab, name the logical level Week, and check Supports rollup to higher level of aggregation.7.
Click OKto close the Logical Level dialog box. The Week level is added to the H1 Time logical dimension.8.
Repeat the steps to add the remaining logical levels:
Monthas a parent of Week
Quarteras a parent of Month
Halfas a parent of Quarter
Yearas a parent of Half
9.
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Your final results should look similar to the screenshot:
Associating Time Logical Columns with Logical Levels
Use a different technique to associate logical columns with logical levels. Drag the logical columns from the Time Detail logical level (not
from the D1 Time logical table) to their corresponding levels in the H1 Time logical dimension. This is a convenient technique when
logical columns are buried deep in the business model.
Logical Column Logical Level
Per Name Year Year
Per Name Half Half
Per Name Qtr Quarter
Per Name Month MonthPer Name Week Week
Your results should look similar to the screenshot:
1.
Delete all remaining columns from the Time Detail level except forCalendar Dateso that only Calendar Dateis associated with the
Time Detail level. Notice that deleting objects from the hierarchy does not delete them from the logical table in the business model.
2.
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Set the logical keys for the H1 Time logical dimension according to the following table:
Logical Level Level Key Use for Display
Year Per Name Year Yes
Half Per Name Half Yes
Quarter Per Name Qtr Yes
Month Per Name Month Yes
Week Per Name Week Yes
Time Detail Calendar Date Yes
3.
Creating a Logical Dimension for Customer
Use either technique to create a logical dimension with a level-based hierarchy named H3 Customerfor the D3 Customer logical table
with the following levels, columns, and keys. Hint: Create the levels first, then double-click a logical column to open the Logical Column
dialog box and use the Levels tab to associate the logical column with a logical level.
Level Column KeyUse for
Display
Customer Total
Customer Region Region Region Yes
Customer Area Area Area Yes
Customer Country Country Name Country Name Yes
Customer State State Province State Province Yes
Customer City City City Yes
Customer Postal
CodePostal Code Postal Code Yes
Customer Detail
Customer Name
Customer
Number
Customer Name
Customer
Number
Yes
No
1.
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Set Customer Totalas the grand total level.
Set Customer Numberas the primary key for the Customer Detail level.
Your results should look similar to the screenshot:
Setting Aggregation Content for Logical Table Sources
Expand D1 Time > Sources.1.
Double-click the LTS1 Timelogical table source to open the Logical Table Source dialog box.2.
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Confirm that Aggregation content, group byis set to Logical Level and the logical level is set to Time Detail for the H1 Timelogical
dimension.
4.
Click OKto close the Logical Table Source dialog box.5.
Repeat to verify or set content settings for the remaining logical table sources using the table and screenshots as a guide:
Logical Table Source Logical Dimension Logical Level
LTS1 Product H2 Product Product Detail
LTS1 Customer H3 Customer Customer Detail
LTS2 Customer Address H3 Customer Customer Detail
LTS1 Revenue
H1 Time
H2 Product
H3 Customer
Time Detail
Product Detail
Customer Detail
6.
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Save the repository and check global consistency. Fix any errors or warnings before proceeding. Notice that you did not have to make
any changes to the Presentationlayer.
7.
Close the repository. Leave the Administration Tool open.8.
Testing Your Work
Return to Oracle Enterprise Managerand load the BISAMPLE repository.1.
Return to Oracle BI, which should still be open, and sign in if necessary.2.
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Products.Brand
Base Facts.Revenue
Click Results.4.
Click on the BizTechbrand and verify that you can drill down through the hierarchy to see revenue data at each level.5.
Select New > Analysis > Sample Sales.6.
Click Leave Page when prompted with the message: Are you sure?7.
Create the following analysis:
Time.Per Name Year
Base Facts.Revenue
8.
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