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This was discussed by Michael Ward at the Spring 2010 Seattle Area Business Objects User Group meeting. This is available for personal/professional use by those that attended the meeting. However, any use as training material by anyone other than Michael, without his express consent, is in violation of copyright laws.
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56132 ParkviewShelby Twp, MI 48316586.677.8300 Phone586.677.8301 Faxhttp://www.cttsbi.com
Designing the Universe Evolution in Report Creationism
Last Revised: 3/5/2010
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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In the Beginning there was only SQL Code. Programmers built Custom interfaces and reports as User Requests were received.
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Business Users Waited for their information…..
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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And Waited …..
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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And Waited …..
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Until they received their reports only to find what they requested was not really what they wanted….
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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The Reporting world was a very Dark place….
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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But onto this world a software was born and it brought light into this dark place. It would allow the creation of a user friendly interface that all users could use and access their data. It was called….
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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A UNIVERSE !!!!!
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Good Programmers Paid homage to the new software and began developing universes…. They ascended into the good place and became DESIGNERS…..
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Bad Programmers feared the tool for it demonstrated their lack of ability, they descended into the dark fiery place and became…..
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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MANAGERS !!!!!
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Webster’s Dictionary Definition
the whole body of things and phenomena observed or postulated a set that contains all elements relevant to a
particular discussion or problem
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Here is a Test :
Why do some designers create universes using the first definition and not the last??
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Possible Answers
A. Because they are cluelessB. Because they were forced toC. Because Universe means
everything Right???D. All of the AboveE. Due to the lack of knowledge of
the specifics, it would be unwise to answer at this time… The PC answer
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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A more Refined Definition
Well-built Universes Should…Provide information for the Targeted
AudienceBe User FriendlyBe Easy on the eyes Make information easy to find
Build Efficient SQLReturns Results with minimal delay
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Who is your Targeted Audience
IT Professionals building canned reports Powers Users interacting with Canned
reports, making “1-off” reports Business Users accessing information in
True Ad-hoc fashionDoes it matter ??? yes, Yes, YES!!!
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Why does it Matter
Class and Object Naming ConventionsDon’t be lazy, Add the Descriptions
Organization of Classes and Objects Overall Size and Scope of the UniverseHow Many ClassesHow Many Objects
In the perfect world, 1 universe could fit the needs of all, but we don’t live in a perfect world
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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How is the Universe to Used?
Interactive Canned reports Scheduled Canned reports OLAP or Data Mining Reports (Drilling)Ad-Hoc or Sandbox reports
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Interactive Canned Reports
Look and Feel targeted toward IT staff or Power Users creating these reportsCreation of effective LOV’sBetter enable users to Select valid parameter
valuesCreation of Dynamic Predefined
ConditionsEases creation of parameters for Canned
Reports
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Effective LOV’s
Add Something More than just the Single column If a Code, Add the DescriptionUse Hierarchies or Cascading LOV’s
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Dynamic Predefined Conditions
Conditions with Prompts rather than hard coded Values
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Scheduled Canned Reports
Look and Feel targeted toward IT staff or Power Users creating these reportsCreation of System Date Based ObjectsBetter enable users to Schedule based on
Time Periods (ie. Today, Yesterday, Last Year)
Creation of Static Predefined ConditionsExpedites data restriction creation
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Date Based Objects
Specifically Created for date Based Conditions
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Static Predefined Conditions
No Prompts…
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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OLAP Reports
Look and Feel targeted toward IT staff or Power Users creating these reportsCreation of effective HierarchiesDefault or Custom hierarchiesEffective Natural or Logical Drill paths
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Effective Hierarchies
Default or CustomNatural or Logical Paths1 to Many Relationships
© 2010 – Creative Technology and Training Solutions, LLC
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Ad-hoc Reports
Look and Feel targeted toward Business Users creating these reportsCreation of effective and efficient LOV’sCreation of Predefined ConditionsCreation of System Date Based ObjectsDocuments could be created for
Interactive or Scheduled
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Being User FriendlyClasses and Objects Naming
conventions come from Users not ITClasses and Objects are not
overwhelming in number or depth Users not looking at 100’s of Classes, 1000’s
of objects (Easy on the eyes)Users Not having to Click from Subclass to
Subclass to find objects (easy to find)Classes and Objects in an Order that
allows for effective user interactionPut things where they want them
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Building Efficient SQL
What Type of Data Structure are we using? Is there a best Scenario?
WINNER!
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Building Efficient SQL
How do we know?Do we have queries that run long, but return
few rows?Do we have queries that time out?
Use DB explains or Third Party Tools (Toad)
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Building Efficient SQL
Are Tables joined correctly? PK-FK?Are Objects Used in most Conditions
Indexed?Can we implement Shortcut Joins to
avoid joining to tables not being used in result ?Can we use Materialized Views or
Derived Tables?Can we implement Aggregate
Awareness?
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Are tables joined Correctly
Use Keys Functionality In Designer
Keys underlined in
Tables
Primary Keys Solid, Foreign
Dashed
© 2010 – Creative Technology and Training Solutions, LLC
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Are tables joined Correctly
Use DB Explains or Third Party Tools to View How Database optimizes Queries
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Are Objects Indexed
Use DB Explains or Third Party Tools to View How Database optimizes Queries
© 2010 – Creative Technology and Training Solutions, LLC
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Shortcut Joins
Removes Unnecessary joins
© 2010 – Creative Technology and Training Solutions, LLC
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Views or Derived Tables
Revise data for Specific report NeedsMaterialized at DB Level or Derived in
the Universe
© 2010 – Creative Technology and Training Solutions, LLC
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Aggregate Awareness
Process That Incorporates Higher Level Aggregation (Summary Tables) into UniverseSpeeds up Queries That Contain
Statistics Reported at Higher Levels (i.e. Year)
© 2010 – Creative Technology and Training Solutions, LLC
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Summary Tables
Store Data at Higher Level Than Detail (Fact) Tables Increase Processing EfficiencyFewer Rows RetrievedFew If Any Calculations RequiredFew or No Joins
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Apply Aggregate Awareness
Insert Summary Tables into Universe
Start with 1 Level above Fact Table
Only have to Add to Beginning of Select Statement
Add Joins, Set Cardinality (If Needed) Define or Redefine Contexts Redefine or Create Objects Using
@Aggregate_Aware Define Incompatible/Compatible Objects
Using Aggregate Navigation
© 2010 – Creative Technology and Training Solutions, LLC
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Adding Summary Tables
Summary Stand Alone TablesSummary Tables Joined into Universe
StructureSummary
Table Joined to Structure
Summary Tables
Standalone
© 2010 – Creative Technology and Training Solutions, LLC
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Defining Contexts
What Are Contexts?Lists of Joins Identifying Paths Through
UniverseAlternative SQL Routes Through Loop
Identifies Tables that can be used in a Single SQL Query
© 2010 – Creative Technology and Training Solutions, LLC
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Defining Contexts
Select Joins to Define ContextEdit to Redefine Current Context
© 2010 – Creative Technology and Training Solutions, LLC
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@Aggregate_Aware
Can Be Used with Aggregates (Measures) and DimensionsSelects Information from Most
Aggregated to Least Aggregated (Summary to Detailed)
© 2010 – Creative Technology and Training Solutions, LLC
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@Aggregate_Aware
Edit the Object to Redefine
Summary Tables Added to
Beginning of Select
© 2010 – Creative Technology and Training Solutions, LLC
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Aggregate Navigation
Define Incompatibles (ONCE)Select Objects that are compatible by
UNCHECKING themSummary Tables
Added to Beginning of
Select
Click Button Once
Select Summary Table
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
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Aggregate Testing
Creating Query and Viewing SQL
Summary Table being used in
SQL
Select Objects to test with
© 2010 – Creative Technology and Training Solutions, LLC
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Other Tips
Reuse SQL Code by using @Select and @Where functionalityCreate Custom Objects for reuse or
for Customized LOV’sCreate Special Classes with Custom
Code Objects and Then Hide the class from User View
© 2010 – Creative Technology and Training Solutions, LLC
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SummaryDue your Homework Be flexible with your designsKnow your Targeted AudienceKeep a Strong relationship with DBAPrototype and get User Buyoff Implement Aggregate Awareness
where possible test, Test and TEST SOME MORELastly…..
© 2010 – Creative Technology and Training Solutions, LLC
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Summary
Save (and export) your Universe…… Now Go forth and create your own universe….
© 2010 – Creative Technology and Training Solutions, LLC
Designing the Universe
Contact Information: Michael Ward(586) [email protected]
BusinessObjects™ 3.1 Training Classes:Desktop Intelligence™ 3.1 Basic Reporting (2 Days)Desktop Intelligence™ 3.1 Intermediate Reporting (1 Day)Desktop Intelligence™ 3.1 Advanced Reporting (1 Day)Desktop Intelligence™ 3.1 Advanced Crosstabs & Functions (1/2 Day) Desktop Intelligence™ 3.1 Foundations (1 Day) WebIntelligence™ 3.1 Intro To InfoView (1 Day) WebIntelligence™ 3.1 Basic Reporting (1 Day)WebIntelligence™ 3.1 Intermediate Reporting (1 Day)WebIntelligence™ 3.1 Advanced Reporting (1 Day)WebIntelligence™ 3.1 Rich Client (1 Day)BusinessObjects™ 3.1 Designer (2 Days)BusinessObjects™ 3.1 Scheduler (2 Hours) BuisnessObjects™ 3.1 Administration (2 Days)
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Designing the Universe
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