Vous êtes sur la page 1sur 104

OBIEE 11g

ORACLE BUSINESS INTELLIGENCE


ENTERPRISES EDITION (OBIEE) 11g
BY
KARTHIK

Page 1

OBIEE 11g
Datawarehouse Concepts
1) Data:
Any meaningful information is known as data
Data is two types:
1) Transactional data
2) Analytical data
Transactional data:

It is runtime data or day to day data


It is current and detail data
It is useful to run the business
It is stored in OLTP(online transactional process)
Example; - ATM Transactions, share markets etc.

Analytical data:

It is useful to analyze the business


It shows historic data and summarized it
It is stored in OLAP or DW
Example: - Banks, organizations etc

2) Database:Collection of interrelated data is known as database.


3) Data warehouse:Datawarehouse is a
1) Subject oriented
2) Integrated
3) Non volatile
4) Time variant

Page 2

OBIEE 11g
4) Datamart:It is subset of datawarehouse that is designed for a particular line of business, such as sales,
finance, marketing or HR.

5) Dataware housing:The process where we can store and retrieve the data is called dataware housing.
In dataware housing we have ETL tools and Reporting tools.
6) Factless fact table: A factless fact table does not contain any facts or measures; it contains only dimension
codes and flag columns.
Though it does not contain any measure columns still we perform analysis on this table
by flag columns.
Example :Number of accident for a months
o Number of policy has been closed this month.
7) Conformed Dimension:1) If a dimension table is shared by multiple fact tables then it is known as conformed dimension.
2) The only way to retrieve the data from multiple fact tables in dataware housing is through
conformed dimension.
3) Example:-Time/calendar dimension is normally used in all star schemas so can be designed
once and used with many fact tables across a datawarehouse.
8) Degenerated dimension:Table consisting of descriptive columns, measure columns and dimension codes are called as
degenerated dimension.
9) Federated query: If a query is hitting or firing on multiple data sources, that query is called as federated
query.
Federated queries will degrade the performance.

Page 3

OBIEE 11g
10) Schema: It is a collection of related objects.
Objects are tables, columns, indexes.
There are two types of schemas in dataware house.
They are
1) Star schema
2) Snowflake schema
1) Star schema:

It is a centralized fact table surrounded by multiple dimension tables.


In a star schema every dimension will have a primary key.
In a star schema, every dimension table will have any parent table.
No sub dimensions in star schema.

2) Snow flake schema: It is centralized fact table surrounded by multiple dimension tables and some of the
dimension tables in schema will not have direct join with the fact table.
In a snow flake schema, a dimension table will have one or more parent tables.
In snowflake schema you can see some sub dimensions.
Number of joins are more performance is less.
11) Primary key:Unique + not null constraint is called as primary key.
Example: - 1) Prod ID in Product table
2) Customer ID in Customer table.
12)Foreign key:Reference of primary key is called as foreign key.
Example: - Prod ID, Cust key in ORDERS table.
13) Composite key:A key formed by combining at least two or more columns is called composite key.
Page 4

OBIEE 11g
Example: - EMPID

Project ID

Hours worked

01

01

100

01

02

200

02

01

75

14) Foreign key join:

It is a equi join
We always use = (equal) operator.
While giving new foreign key join cardinality, driving table and type of join are disabled.
Mostly used join in physical layer.

15) Complex join:

It is used in BMM layer.


In complex join we use<,>, <=,>= operators.
In complex join cardinality, driving table and type of join are enabled.
Less used join in physical layer (SCD type2).

16) Slowly changing dimension (SCD): It is a dimension value those values changes over a period of time or not frequent
changes.
We have 3 types of SCDs
Type 1:-it will get you the latest information.
Type 2:-it will maintain all the history of data.
Type 3:-it will get the latest and the immediate previous information.
17) Dimension table:

Dimension table consists of descriptive columns.


Primary key is present in dimension table.
Primary keys are used to joining purpose.
Example: - Descriptive columns: - Product name, customer name etc.
Example: - Primary key columns:-Product ID, Time ID, CUST ID etc..
Page 5

OBIEE 11g
18) Fact table:

Fact table consists of Facts and Measures.


Foreign key columns are present.
Multiple foreign keys are known as dimension codes.
Depending on fact table we can analyze the business.
Facts and measures are known as KPIs.
Example:-sales, profit, loss, unit ordered etc.

Installation of OBIEE 11g involves 5 steps:


1)
2)
3)
4)
5)

Installation of Loopback adopter


Install JDK
Installation of database
Installation of RCU (Repository Creation Utility)
Installation of OBIEE software

Installing a Loopback Adapter on Windows XP-32 Bit


My System configuration: Ram 8 GB and windows XP Installed on virtual machine
Open the Windows Control Panel.
1.
2.
3.
4.

If you are in Category view switch to Classic view


Double-click Add Hardware to start the Add Hardware wizard
In the Welcome window, click next
Follow the screen shots one by one

Page 6

OBIEE 11g

Page 7

OBIEE 11g

Page 8

OBIEE 11g

Page 9

OBIEE 11g

Page 10

OBIEE 11g

Page 11

OBIEE 11g
In the Properties dialog box, click Use the following IP address and do the following:
A. IP Address: Enter a non-routable IP for the loopback adapter. For instance:
i. 10.10.10.10
ii. 192.168.x.x (x is any value between 0 and 255)
b. Subnet mask: Enter 255.255.255.0.
c. Leave all other fields empty.
Click OK

Close Network Connections.


Restart the computer.
Add a line to the SYSTEM_DRIVE:\WINDOWS\system32\drivers\etc\hosts file with the
following format, right after the localhost line:

Page 12

OBIEE 11g
IP_address hostname.domainname hostname
Where:

IP_address is the non-routable IP address

Hostname is the name of the computer.

Domain name is the name of the domain.

Note: Domain name is optional. In the following screen shot. I just used my Computer
Name.
Check the network configuration:

Lookback Adopter setting on windows 7


One of the most missed configuration issue when installing Oracle Database on Windows
systems is failure to configure the Loopback adapter prior to installing the software on DHCP
clients. Many Oracle products such as Database Control, Database Listener, Weblogic Server
either standalone or bundled in JDeveloper use the machine IP address and or host name during
the installation and may fail to function properly when either changes.
You can prevent this issue by configuring the Loopback Adpater on your DHCP machine prior to
installing Oracle products. This document will detail the setup and configuration on Windows
hosts in particular this install was done on Windows 7 Ultimate.
Run the Command Prompt using Run As Administrator and enter hdwwiz.exe to start the Add
Hardware Wizard.

Page 13

OBIEE 11g

Click the Next button to continue.


Select the Instal the hardware that I manually select from a list (Advanced) and click the Next
button to continue.

Scroll down and select Network adapters and click the Next button.

Page 14

OBIEE 11g

On the Select Network Adapter screen select Microsoft for the Manufacturer and select
Microsoft Loopback Adapter for the Network Adapter. Click the Next button to continue.

Page 15

OBIEE 11g
On the confirmation screen click the Next button to install the Microsoft Loopback Adapter.

Once the installation is complete click the Finish button to exit the Add Hardware Wizard.

Page 16

OBIEE 11g

Now we need to configure the adapter. In the Control Panel open the Network and Sharing
Center. Click the Change adapter settings on the left hand side of the panel.

On the Network Connections screen select Local Area Connection with the type of Microsoft
Loopback Adapter. Right click the adapter and select properties.

Page 17

OBIEE 11g

On the Properties pages select Internet Protocol Version 4 (TCP/IPv4) and click the Properties
button.

On the Internet Protocol Version 4 (TCP/IPv4) Properties page enter IP information for an IP
address in one of the private address space (10.x.x.x , 172.16.x.x or 192.168.x.x). Care should be
taken when choosing your address that it is also not in the same address range as your work or
home network settings.
Page 18

OBIEE 11g

Once you have entered the IP information click the OK button to continue. You will be taken
back to the Properties page for the Local Area Connection, click the Close button to finalize the
changes.

Page 19

OBIEE 11g
ORACLE11G INSTALLATION STEPS:
Navigate to Oracle_11g Directory
Navigate to the folder C:\Oracle_11g\ database and run the exe file setup.exe.

Click Run.

Page 20

OBIEE 11g

Leave EMail blank.

Un-check Receive Security Updates tick-box.

Click Next.

If integration with Oracle Support is required, it can be configured later.

Click Yes.
Page 21

OBIEE 11g

Select Create And Configure A Database.

Click Next.

Page 22

OBIEE 11g

Select Desktop Class.

Click Next.

Note Global Database Name for example here it is orcl in some installations it may
be different.

Enter Administrative Password admin123

Enter Confirm Password

Click Next.

NOTE: Please remember the password.


You can give password as per your wish but please make note of all the passwords.

Page 23

OBIEE 11g

Check the summary.

Click Finish.

Depending upon the specification of the desktop wait for approx 30 mins
Page 24

OBIEE 11g

Depending upon the specification of the desktop wait for approx 30 mins

Page 25

OBIEE 11g

Database Console can be configured later.

Click OK.

Note down any information required from the Database Configuration Assistant
summary.

Click password management unlock scott and give password tiger and confirm
password, unlock sh give password as sh and confirm it, for sys give password
sysdba, for system give password as manager.

Page 26

OBIEE 11g

Click Close.

Page 27

OBIEE 11g
RCU Installation
Navigate to RCU BIN Directory
Navigate to the folder D:\RCU\bin and run the batch file RCU.bat.

RCU Welcome Screen

Page 28

OBIEE 11g
Create Repository Schema

Page 29

OBIEE 11g
Provide Database Details and SYS Password
Host name : localhost
Port : 1521
Service Name : orcl
Username : sys
Password: sysdba

Click on ignore

Page 30

OBIEE 11g
Schema Prefix
Check oracle business Intelligence

Select the Repository Type

Page 31

OBIEE 11g

PLATFORM and MDS Schema Passwords


Give passwords for all schemas for example
Password: admin123
Confirm password: admin123
You can give password as per your wish but please make note of all the passwords.

Page 32

OBIEE 11g

Tablespace metadata summary

Page 33

OBIEE 11g
Tablespace metadata summary

Tablespace check

Page 34

OBIEE 11g
Pre-Creation Summary

Schema creation in progress

Page 35

OBIEE 11g
Schema Creation Summary

Page 36

OBIEE 11g
OBIEE 11g INSTALLATION STEPS

Page 37

OBIEE 11g

Page 38

OBIEE 11g

Page 39

OBIEE 11g

Username: weblogic
Password: welcome123
Confirm password: welcome123
You can give password as per your wish but please make note of all the passwords.

Page 40

OBIEE 11g

Page 41

OBIEE 11g
Connect string: localhost:1521:orcl
BIPLATFORM Schema Username: DEV_BIPLATFORM
Password: admin123
This password is which we have given in rcu installation step4.Same password you need to
give here also.

Page 42

OBIEE 11g

Page 43

OBIEE 11g

Click on Finish.
Default web page will be opened close it.

Page 44

OBIEE 11g

Next copy tns files


From
C:\app\oracle11g\product\11.2.0\dbhome_1\NETWORK\ADMIN from this location copy
tns names file
And paste in
2) C:\OBIEE117home\Oracle_BI1\network\admin
And
3) C:\OBIEE117home\oracle_common\admin

And copy one of these locations (2 or 3) and paste in


C:\OBIEE117home\instances\instance1\bifoundation\OracleBIApplication\coreapplication\
setup\ user-> Right click-> edit and paste the path and save it.
Now restart the system once and enjoy practicing ALL THE BEST.
Page 45

OBIEE 11g
OBIEE
1) Connection pool: It is an object it is useful to store connection related like username, password and
databases.
Specifies the ODBC or native data source name.
Allow multiple users to share a pool of data source connections.
Creating RPD and Importing metadata:
Go to start->all programs->OBIEE 11g->BI Administration->File->New Repository>Repository Information->RPD name->Location->Import metadata: YES->RPD password>Retype password->next->Select Data Source->connection type->OCI 10g/11g->Data source
name: orcl->User Name: supplier2->password: supplier2->Next->Select Metadata Types->NextSelect Metadata objects->expand supplier2->select tables D1_CALENDARS2,
D1_CUSTOMER2, D1_ORDERS2, D1_PRODUCTS->Import selected->Give the connection
pool name->Finish.

2) Physical layer: Physical layer is a connection between database and repository by using connection pool.
We can import the data from the different sources, number of connection pools, aliases
like tables and columns, duplicate tables, opaque views and physical joins etc
Physical layer objects:1) Database
2) Connection pool
3) Schema folder
4) Physical tables
5) Physical columns
6) Keys
Primary Keys in Dimension Tables:
D1_CALENDARSyymmdd
D1_CUSTOMER2Newkey
D1_PRODUCTSProductkey
Foreign Keys in Fact Table:
Page 46

OBIEE 11g
D1_ORDERS2Period key, Custkey, Prodkey
Process:
In physical layer double click on each table-> select keys tab->define primary key->. (For
D1_CALENDAR2- yymmdd, D1_CUSTOMERS New key, D1_PRODUCTS-Productkey are
primary keys)
->select schema folder supplier2->On the Top from tool bar menu, select physical diagram
->select New Join->Join tables from Fact to Dimension tables->Depending on foreign key and
primary key relation join the tables.
-> D1_ORDERDS2 period key, prod key and cust key are foreign keys, join foreign keys with
corresponding primary keys in Dimension tables).
Join type in physical layer is Physical Foreign key join or Equi join. This Join is used
only in Physical Layer.
Properties of Equi Join are always operator will be =
Cardinality, Driving table and Type of join will be disabled.

3) BMM layer:It is also called as a logical layer.


Actually we implemented the logic here.
All the logical changes are done in BMM layer.
We can do the calculations; create the logical tables and columns.
Establish the joins like physical and logical or complex joins, dimensions, level-based
measures, time series functions etc..
BMM layer objects:1) Business model
2) Logical tables
3) Logical columns
4) Logical table source

In BMM layer Right click->New Business Model->Name it as Sample BMM->ok->Drag and


drop all tables from physical layer to Business model->Notice that fact tables are noticed with #
symbol->If you want to rename tables right click on tables and columns you want to rename->If
you want rename all at once use rename wizard by going to tools->utilities rename wizard>Execute->select BMM layer->select tables->Add->Next->Next->select the rule->Add->Next-

Page 47

OBIEE 11g
>Finish To define measures on Fact table fact columns->double click on fact column>aggregation tab->select sum->ok
Type of join used in BMM Layer is Logical join or Complex join.
Properties of Complex join are operators will be <,>,<=,>=
Cardinality, Driving table and type of join are enabled in BMM layer.
4) Logical table source(LTS):It is a source for logical table from which table columns are we import from physical table.
Logical table sources define the mappings from a single logical table to one or more physical
tables. The physical to logical mapping can also be used to specify transformations that occur
between the Physical layer and the Business Model and Mapping layer, as well as to enable
aggregate navigation and fragmentation.
Logical tables can have many physical table sources. A single logical column might map to
many physical columns from multiple physical tables, including aggregate tables that map to the
column if a query asks for the appropriate level of aggregation on that column.
5) Presentation layer: We can show only the content which we want to show the end-user.
We can implement authorization and authentication implicit fact column and sort order
column etc.
Presentation layer objects:1) Subject area
2) Presentation table
3) Presentation column
4) Hierarchy objects.
6) Reorder tables: Double click on subject area
Select the presentation table
Click the buttons move up (or) move down.
7) Reorder columns;Page 48

OBIEE 11g
Double click on presentation table
Select column
Click on up arrow or down arrow.
8) Creating nested folder:For creating nested folder or table the fact table will be last table in subject area.
Double click on subject area
Click on presentation tables tab
Make sure that the table in which you going to create nested folders should be in the
bottom.
Click on add(+)
Name it as Measures and in the description type give -> and click ok
Again click on add(+)
Name it as Keys and before name give as (space)
Click on ok
9) Testing RPD:It is useful to check entire RPD logically some of the rules are
Directly or indirectly logical columns should be mapped with physical tables otherwise it
throws an error.
If we have not defined keys it shows an error.
Minimum two tables are required to join tables in BMM layer (1dimension, 1 fact table).
Consistency check manager:Display consistency check messages
a) Errors: Must be fixed to make the repository consistent.
b) Warnings: NO NEED TO WORRY.
10) Servers in OBIEE 11g:1) Oracle BI Server:

It is a main server
It controls all data security rules.

2) Oracle BI presentation server:Page 49

OBIEE 11g

It is used to develop reports, dashboards, key performance indicators, scorecards etc.

3) Oracle BI Javahost:

It is used to display charts.

4) Oracle BI Scheduler:

It is used to schedule reports.

5) Oracle BI cluster controller:

It is useful to integrate n number of servers

6) Weblogic server:

It is a web server useful to access reports and dashboards globally.

Above 1 to 5 servers are integrate in OPMNCTL


OPMNCTL: - oracle process management network control.
11) Loading Repository in online:1) Close RPD: Go to file menu of administration tool -> click on close.
2) Start weblogic server alone or all obi servers
C/obiee/userprojects/domain/bifoundationdomain/weblogic.
3) Configure RPD in EM
Open internet explorer page
Give URL http://localhost:7001/em
Provide username, password

Click on login.
4)Click on business intelligence -> core application->Deployment->repository->lock and
edit configuration->close->click on repository file->click on browse->select RPD->click on
open-> give repository password->confirm password->click on apply->click on active changes.
Page 50

OBIEE 11g
5) Start or restart oracle BI server
Click on availability->select BI server->click on restart selected->yes ->after starting the BI
server click on close.
6) Confirm RPD loaded or not by checking log file go to the path
C/obiee/instances/instance1/diagnostics/logs/oracle BI server component/core
application_obis/nqserver.log.
Open nqserver.log file observe our RPD name in the bottom of the notepad.
7) Confirm RPD loaded or not by developing a report
Open internet explorer
Type URL http://localhost:7001/analytics provide username, password.
Click on new->analysis->select subject area->from subject area pane double click on
columns year and dollars->click on results.
Note:1) Whenever we click on active changes in backend RPD Xerox copy will be created in
repository folder.
2) In nqs config file RPD name will be modified.
c/obiee/instances/instance1/config/oracle BI server component/core application_obis/nqs config
12) Modify rpd in online mode:

First check out the object


Modify metadata
Check in
Next save RPD
Use copy as option to override original RPD (optional)
Reload server metadata.

13) check in and check out: These options will be available in only online mode.
Taking an object out of oracle bi server is called as checkout.
Page 51

OBIEE 11g
Whenever an object is checked out then automatically that object will be locked that
means no other user can be modify that object.
Once we done modifications we need to check in to reflect these changes into oracle bi
server.
To reflect these modifications in reporting end we need to reload server Meta data.
14) Online verses offline:Offline
1) Before loading RPD into oracle BI
Server.
2) Most of the development will be done
here.
3) In offline mode before implementing
MUDE, only one user can work on RPD
file.

online
1) Once RPD is loaded into oracle BI server.

4)Cache not available


5) Cannot set log levels in offline mode.

4) Cache available only on online mode.


5) Can set log levels in online mode.

2) Enhancements (small changes) work will be


done in online mode.
3) In online mode n number of users can
Work by implementing MUDE (Multi User
Development Environment).

15) Log levels:

It will show how much amount of information should be written in log file.
We can set log levels only when RPD is in online.
I.e. no log level, to improve the performance of environment.
In development and testing environments we use log level 2.
Log level 0 gives no log found.
Log level 1 gives Logical query only.
Log lever 2 gives physical query and logical query.
Log level 2 gives repository name, subject area, number of rows returned to the client.
In production we use 0 log level.

Process to set log level:

Page 52

OBIEE 11g
Open RPD in online mode->click on manage->click on identity->click on action->set online
user filter->specify wild char(*) click on ok->select user (weblogic) double click on it ->set
log level->click on ok.
Set log level 1 and develop a report in analytics->go to administration->manage sessionscheck view log from bottom second.
Set log level 2 and develop a report in analytics->go to administration ->manage sessioncheck view log from bottom second.
And also check in
C:\Obiee\instances\instance1\diagnostics\logs\OracleBIServerComponent\coreapplication_obis\
NqQuery.log.

16) Web catalog:1) It is a predefined folder structure, it is useful to store reports, dashboards, kpis, score
cards, user profiles etc..
2) Filters will be stored in a sub folder called as _filters.
3) Dashboards will be stored in a sub folder called as _portal.

Creating web catalog:1) Configure EM: Under presentation catalog


Go to end of the catalog location path->after catalog type name as: CATALOG1223>click on apply->click on active changes->click on close.
2) Restart oracle BI presentation server
Go to capacity management->click on availability->select oracle BI presentation server>click on restart click on ok.
3) confirm catalog in catalog folder: Navigate to below folder
Page 53

OBIEE 11g
c/obiee/instances/instance1/bifoundation/oracle bi presentation component/core
application_obis/catalog.
Note:1) Whenever we start oracle bi presentation server it will read instance config.xml file.
2) Instance config.xml file location
c/obiee/instances/instance1/config/oracle bi presentation services component/core
application/instance config.xml.
Paths:1) Repository location:C:\Obiee\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis\repo
sitory
2) Weblogic server location:C:\obiee\user_projects\domains\bifoundation_domain/weblogic batch file.
3) Log file path:C:\Obiee\instances\instance1\diagnostics\logs\OracleBIServerComponent\coreapplication_obis\
Nqserver.log.
C:\Obiee\instances\instance1\diagnostics\logs\OracleBIServerComponent\coreapplication_obis\
NqQuery.log.

4) Nqs confiq file path:C:\Obiee\instances\instance1\config\OracleBIServerComponent\coreapplication_obis\Nqsconfig.


5) Catalog folder:c\obiee\instances\instance1\bifoundation\oracle bi presentation component\core
application_obis1\catalog.

6) Instance config file path:Page 54

OBIEE 11g
c\obiee\instances\instance1\config\oracle bi presentation services component\core
application_obis1\instance config file.
Types of components:1. Window based (or) thick (or) non browser based components.
Administration tool
Catalog manager
Job manager
Start BI services etc...
2. Web based (or) thin (or) browser based components.
Enterprise manager
Analytics
Console
BI publisher.
17) Adding multiple sources:Normalized table: It is a small table data will not be duplicated.
Normalized table structure:

Consists of many tables where data has been split or normalized.


Is used for inserts and updates.
Does not work well for queries that perform business data analysis.
It is an OLTP data structure.

Denormalized table structure:

Follows a business model and is easier to understand.


Has data that may be duplicated in several locations in a database.
Can take the form of a star schema.
Provides better query performance.
It is an OLAP data structure.

1) Adding Multiple sources to LTS:1. Import pricelist, product_type, product_subtype, product_diet_types, tables to physical
layer.
Page 55

OBIEE 11g
2. Give joins to
Products->product_diet_types (dietcode=dietcode)
Products->product_sub_type (subtype code=subtype code)
Produc_sub_type->product_type. (typecode=Typecode)
Whenever you are dragging and droping new columns from physical layer to logical
layer drag and drop on LTS.
Whenever you are dragging and droping existing columns from physical layer to logical
layer drag and drop on Logical Table.
3.
4.
5.
6.
7.
8.

Select product_diet_types column and drag and drop to products LTS.


Select product_sub_type column and drag and drop to products LTS.
Select product_type column and drag and drop to products LTS.
Add new columns to presentation layer.
Take criteria columns item type, type code->observe output.
Observe logical query.

2)
1.
2.
3.
4.
5.
6.

Add Multiple LTS to LT(logical table):Delete item type column in BMM layer.
Drag and drop product type table into products logical table.
New LTS is created in products table.
Add new column to Presentation layer.
Take criteria columns item type, type code->observe output.
Observe logical query.

18) Dimension Hierarchies:Hierarchies are 3 types


1) Level based hierarchies
2) Parent child hierarchies
3) Unbalanced hierarchies (ragged, skipped)
1) Level based hierarchies: One to many relationship among columns is called as level based hierarchies.
Level based hierarchies can also contain parent child relationships.

Page 56

OBIEE 11g
Ex:1) Time hierarchies: - year->quarter->month->day.
2) Customer hierarchies:-Region->district->sales rep->customer.
3) Product hierarchies:-Type->subtype->generic->specific.
First on Times table in Logical layer create Quarter Column.
Go to LTS of the Times logical table-> select on column mapping->click on add new column>Give the name as Quarter->ok-> click on edit expression ->use case when statement ( First
write as CASE WHEN and then select MONTH_IN_YEAR from columns as given below)
CASE WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR"<4 THEN 1
WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR"<7 THEN 2
WHEN "ORCL".""."SUPPLIER2"."D1_CALENDAR2"."MONTH_IN_YEAR"<10 THEN 3
ELSE 4
END

Creating time hierarchy levels: Right click on calendar dimension table -> create logical dimension-> dimension with
level based hierarchy->expand calendar dimension ->rename calendar detail as day level.
Right click on day level -> new object -> parent level -> type: month ->click on ok.
Right click on month level -> new object ->parent level ->quarter ->click on ok.
Right click on quarter -> new object ->parent level ->year-> click on ok.
For customer table hierarchy is Region->District->Salesrep->Names
For Product table hierarchy is Type->subtype->Generic->Specific

Page 57

OBIEE 11g
Assign columns to hierarchy level: From day level drag and drop year column onto year level.
From calendar dimension table drag and drop quarter onto quarter level.
From day level drag and drop month code onto month level.
In day level delete all columns expect yymmdd and day name.
In the detailed level of hierarchy primary key column must be there.
Defining keys: Right click on year level -> year column ->new logical level key ->click on ok
Right click on quarter level ->new logical level key ->click on ok
Right click on month code->new logical level key ->click on ok
Click on save.
Same process for the other hierarchies also.
If any of the levels are having multiple columns at the level make sure only one column
must be used for displaying.
For that double click on the level->keys tab->uncheck the use display for the column
with you dont want to display.
For example In Times hierarchy detail level Day and yymmdd column you can see,here
we need day name should be displayed but not the key column so uncheck key column.
Define no of elements at this level option: We need to define this on each level to get the
optimized query.
From level to level this should be in increasing order values and distinct values must be given.

Page 58

OBIEE 11g
For this you need to double click on each and every level in general tab you can Define no of
elements at this level option.
If you know exact elements at this levels you define them.
Ex: For year level--1
Quarter-- 10
Month15
Day-- 20

Defining content level:1) Expand calendar.


2) Double click on calendar logical source ->set content -> set logical level as day level.
3) Click on ok.
4) Expand sales->double click sales logical table source->set content->logical level as day level>ok.
Same process for the other hierarchies also.

Test the process: Load RPD into oracle bi server.


Develop a report with year, dollars column.
Click on year->column properties->then interaction->select primary interaction as drill>click on ok->click on results->click on 1998->click on quarter->click on month.
Hierarchies are useful to:Page 59

OBIEE 11g
1) Drill down
2) Drill up
3) Drill across (or) drill by
4) Level based measures
5) Aggregate navigation
6) Time series functions.

Drill down: Navigating from high level to low level is called as drilldown.
Above test process we can consider as drill down.
Year->quarter->month->day.
Drill up: Navigating from low level to high level is called as drill up
Day->month->quarter->year.

Process for Drill up: Open RPD in online mode-> double click on day level->preferred drill path->click on
add->select month level->click on ok.

Page 60

OBIEE 11g
Check in changes & reload server metadata.
Develop a report with year, dollars
Click on year->column properties->interaction->under value->primary interaction as
drill->click on ok.
In results click on any one number and observe month data.
Drill across: Navigating from one hierarchy to another hierarchy is called as drill across.
Day ->region

Process for drill across: Go to RPD->double click on day level remove month column ->click on add->select
region->click on select->check in.
Reload server metadata
Develop a report with year, dollars.
Click on year->column properties->interaction->primary interaction as drill->click on ok>click on results.
Click on any value and observe the output.

19) Calculations:In obiee we can do calculations in 3 ways

Page 61

OBIEE 11g
1) Creating calculation based on logical columns.
2) Creating calculation based on physical columns.
3) Creating calculations based on by using calculation wizard.
1) Creating calculation based on logical column:1. Open RPD in online mode.
2. Right click on BMM layer sales fact table->new object->new logical column.
3. Name it as Pendings LC.
4. Click on column source tab.
5. Select radio button Derived from existing columns using an expression.
6. Click on edit expression.
7. Select category->logical tables, click on logical tables->sales.
8. Columns->double click on unitord column->type (-)minus ->double click on unitship
columns.
9. Click on ok -> again ok -> Drag and drop into presentation layer sales table.

2) creating calculation based on physical column:1) Expand sales logical table.


2) Double click on sales logical table source.
3) Click on add new column.
4) Name it as pendings LC.
5) Click on ok.
Page 62

OBIEE 11g
6) Click on edit expression.
7) Double click on unitord->type (-) minus->double click on unitship.
8) Click on ok->again ok.
9) Double click on pendings LC->aggregation tab->select sum.
10) Click on ok.
11) Drag and drop onto presentation layer sales table.

3) Calculations based on by using calculation wizard:1) Right click on unitord column->click on calculation wizard->click on next.
2) Select unitship->click on next.
3) Select percentage change.
4) Rename it as pendings CW.
5) Click on next->click on finish.
6) Drag and drop into presentation layer sales table.
7) Check in changes-> reload server Meta data.
8) Test the process:- Develop a report with year, month code, unitord, unitship, pendings
LC, pendings PC & observe the output
20) Working with analysis:-

Page 63

OBIEE 11g
Develop a report with columns year, region, and dollars place cursor on any column and
observe below properties.
1) Sorting
2) Edit formula
3) Column properties
4) Filters
5) Delete

Column properties: Column properties are useful to set below options.


1) Style
2) Column format
3) Data format
4) Conditional format
5) Interaction
6) Write back.

Conditional format: It is useful to format data based on some condition.


Click on dollars->column properties->condition format->add condition->click on dollars>select operator as: is less than -> value as: 1000000 -> click on ok -> select background
color as red-> click on ok again ok again ok->click on results.
Edit formula: It is useful to create any report level calculations.
Process:-

Page 64

OBIEE 11g
In above report click on criteria -> add one more dollars column -> click on edit formula
develop below expression.
Rename second dollars column as tax
Case when sales factsdollars<1000000 Then sales factsdollars*0.1
Else
Sales factsdollars*0.2
End.
Click on ok.
Click on results->click on table view, edit, drag and drop tax column from excluded to
columns & measures.
Hide: It is used to hide the column from the final report. For E.g.: - costumer need month to be
displayed in calendar month format. If we click on results with month in criteria. It will show
alphabetic order. To get required format select month code and month in criteria, click on results
it will show in calendar format but costumer doesnt need month code, we can do this by hiding
column in column properties in that select column format, enable hide option.
Exclude: To remove the column from answers.

Bin: It is used to group the rows.


For E.g.: - To view columns under state as south present in south region. We can bin by using
edit formula in that select bin tab and give the values and give bin name click ok.
Filters:Filters are used to restrict the data.
Delete:-

Page 65

OBIEE 11g
Used to delete the columns.
Writeback:Updated data write back to the database

Views
1) View is a template
2) View is useful to present data.
3) Title & table are by default views.
4) N number of views will be integrated in compound layout.
5) We have 15 types of views those are
1. Title

9. Column selector

2. Table

10. View selector

3. Pivot table

11. Legend

4. Graph

12. Narrative

5. Gauge

13. Ticker

6. Funnel

14. Static text

7. Map

15. Logical SQL.

8. Filters
1) Title: It is useful to display name of the report, logo of the client & run date and time of report.

Page 66

OBIEE 11g
2) Table:1. Develop a report with year, month code, region, type, and dollars. Click on results.
2. Click on table edit view drag and drop region into table prompts, type into sections.
3. Click on year sigma symbol->select after->click on columns and measures sigma->
click after->click done.
3) Pivot table:1. Pivot table is useful to cross tab the data rows to columns and columns to rows.
2. We can give the aggregation rule in the pivot table.
3. Develop a report with columns year, month code, region, sales district, type, dollars click
on results.
4. Click on new view->click on pivot table delete table->click on pivot table edit->drag and
drop region into table prompts.
4) Gauge chart: It is nothing but speed meter.
It is designed to compare one dimension with one measure.
5) Funnel chart: It is useful to compare one dimension with two measures and those two measures must be
actual versus targets.
6) Filters: It is useful to capture filter conditions dynamically.
7) column selector: Dynamic representation of one column into another column is called column selector.
Page 67

OBIEE 11g
8) view selector: It is useful to select views dynamically.
Filters
1) Filters are useful to restrict the data in obiee
2) We can develop filters in below ways
1) Creating filter using criteria column.
2) Creating filter using subject area column.
3) Use a saved filter in a report (reusability purpose).
4) Use one report output as filter in another report.
5) Using variables.
6) Using sql expression.
7) Using group filters.
8) Add a column filter prompt to a request.
9) Add an image filter prompt to a request.
10) Add a variable filter prompt to a request.
1) Creating filter using criteria column:1. Develop a report with 3 columns year, region, and dollars.
2. Click on year filter type value as 1998.
3. Click on ok and click on results.
2) Creating filter using subject area column:-

Page 68

OBIEE 11g
1. Develop a report with 3 columns year, region, and dollars.
2. Click on filter button in filter pane->click on more columns.
3. Expand product->select product type column->click on down arrow mark of value.
4. Select beef, bread, and cheese.
5. Click on ok.
6. Click on results.

3) Use a saved filter in a report:1. Click on new->click on filter.


2. Click on supplier sales->from subject area pane click on year->type 1998.
3. Click on ok.
4. From subject area pane click on region->from drop down select central and east.
5. Click on ok.
6. Click on save.
7. Select any folder->name filter as 1998 region->click on ok.
8. Click on new->analysis->suppliersales->double click on year, region, dollars.
9. Navigate to our saved filter->select it and click add (+).
10. Click on ok->click on results.

Page 69

OBIEE 11g
4) Using one report output as filter in another report:Develop a report with month code column:
1. Click on month code column->click on edit formula.
2. Type max (periods,monthcode) ->click on ok.
3. Click on save->select any folder.
4. Name it as current_month.
5. Click on ok.
Develop another report:1. Develop another report with columns year, month code, region, dollars.
2. Click on month code filter->select operator as is based on result of another analysis.
3. Click on saved analysis browse->select our current_month report.
4. Click on ok->again ok.
5. Click on results.
5) Using variables:1. Develop a report with year, month code, region, dollars.
2. Click on month filter.
3. Click on add more options.
4. Repository variables->type repository variables as current_month.
5. Click on ok->click on results.
6) Using sql expression:-

Page 70

OBIEE 11g
1. It is equivalent to database sub query concept.
2. It is a new feature in obiee 11g.
3. Develop a report with year, month code, month, region, dollars
4. Click on region filter->click on add more options.
5. Sql expression->develop an expression.
6. Select supplier salescustomersregionfromsupplier saleswheresupplier
salescustomersregion=central.
7. Click on ok.
8. Click on results.

7) Using a group filters:1. Develop a report with year, region, type, dollars. Develop three filters
1) Year=1998.
2) Region=central.
3) Type=beef (or) bread.
2. Click on first AND operator.
3. Observe that is changed as OR & 1st & 2nd filters (year, region) are now called as group
filter.
4. If you want ungroup click on 2nd filter.
5. Edit filter group->click on ungroup.

Page 71

OBIEE 11g
8) Add a column filter prompt to a request:1. User friendly filter or runtime filter is called as prompt.
2. Develop a report with region, sales district, dollars.
3. Click on prompts->column prompt.
4. Sales district->click on expand option.
5. Select limited values by region.
6. Click on ok->click on preview.
7. Select central->click on ok.
9) Add an image filter prompt to a request: Whenever we are running the report, image will be displayed.
If you click on any part of the images then that part corresponding data will be displayed.
Here we are creating image prompt on Region column.

Process1:- (Using Internet)


1. Develop a report with Region, District and Dollars column in analysis.
2. As we are creating image prompt on Region column from advanced tab copy Customers.
Region query and paste it in a notepad.
3. In Google search for good usa map image ,view original image->copy the image URL
4. Now select Prompts tab in analysis click on + -> select image prompt->Paste the image
URL which we have searched from Google->Now in HTML image dialog box copy the usa
map coordinates which are given in usamap.txt material. <map name="FPMap0">

Page 72

OBIEE 11g
<area href="USAMap.html" shape="polygon" coords="8, 28, 183, 29, 183, 113, 204, 113, 203, 156, 221,
157, 222, 179, 266, 189, 273, 227, 238, 275, 47, 188, 13, 121">
<area href="USAMap.html" shape="polygon" coords="187, 29, 355, 45, 363, 107, 324, 104, 321, 146, 306,
158, 300, 173, 316, 176, 314, 222, 305, 238, 274, 233, 270, 184, 227, 179, 228, 153, 207, 152, 208, 109, 187,
108">
<area href="USAMap.html" shape="polygon" coords="368, 110, 330, 110, 327, 144, 306, 170, 319, 172,
316, 223, 379, 283, 390, 266, 376, 220, 427, 169, 424, 154, 499, 77, 476, 40"> </map>

5. Click on Extract image from HTML


6. Copy customers. Region from note pad to column section->Type as below
Area title

columns

value

Select Central

customers.Region

Central

Select East

customers.Region

East

Select West

customers.Region

West

Process 2: (Using Intranet)


For this first we need to have Inet pub folder in C drive.
Copy one usa map image in Inetpub->wwwroot
Now copy the image name->open any one of the browsers->type http://localhost/usa-map.jpgenter->now copy that image URL
1. Develop a report with Region, District and Dollars column in analysis.
2. Now select Prompts tab in analysis click on + -> select image prompt->Paste the image
URL ->Now in HTML image dialog box copy the usa map coordinates which are given
in usamap.txt material. <map name="FPMap0">
<area href="USAMap.html" shape="polygon" coords="8, 28, 183, 29, 183, 113, 204, 113, 203, 156, 221,
157, 222, 179, 266, 189, 273, 227, 238, 275, 47, 188, 13, 121">

Page 73

OBIEE 11g
<area href="USAMap.html" shape="polygon" coords="187, 29, 355, 45, 363, 107, 324, 104, 321, 146, 306,
158, 300, 173, 316, 176, 314, 222, 305, 238, 274, 233, 270, 184, 227, 179, 228, 153, 207, 152, 208, 109, 187,
108">
<area href="USAMap.html" shape="polygon" coords="368, 110, 330, 110, 327, 144, 306, 170, 319, 172,
316, 223, 379, 283, 390, 266, 376, 220, 427, 169, 424, 154, 499, 77, 476, 40">
</map>

3. Click on Extract image from HTML


4. Copy customers. Region from note pad to column section->Type as below
Area title

columns

value

Select Central

customers.Region

Central

Select East

customers.Region

East

Select West

customers.Region

West

10) Variable prompt: It is useful to store user response in one variable and we can call this variable in any
calculations, filters in any view etc...
This variable is called as presentation variable.
Look and feel wise it is a new concept in obiee 11g.
Process:1. Develop a Report with Region, District and Dollars column in analysis.
2. Click on prompts tab-> + -> select Variable prompt->Give name for presentation
variable as selection_PV->copy variable name->ok
3. Now go to criteria on Region column tool bar menu click on filters->click on Add more
options->select presentation variable and now paste variable name here.
4. Click on Results tab->you will see as No results
Page 74

OBIEE 11g
5. Left side below from view section select Title view-> edit view in the tile give as
@{ selection_PV} this is for dynamic display of title in the report.
6. Now again go to Prompts tab-> click on preview and enter the value as Central-> you can
view Central related Districts as well as Title also.
7. Similarly type other region Names.

23. Dashboards
1. Dashboard is a template.
2. It is useful to integrate n number of reports.
3. End users (clients (or) customers) will be able to see only dash boards.
4. Dash boards are two types.
1) My dashboard.
2) Shared dashboard.
My dashboard:1. It is personalized view of the data.
2. My dashboard will be created automatically whenever one user is created.
3. We can access my dashboard by clicking dashboard->my dashboard.
Shared dashboard:1. Shared dashboard is a public or corporate dashboard.
2. It can be accessed by any user in the world but they need to have valid permissions.

Page 75

OBIEE 11g
Creating shared dashboards:
Step 1:1. Go to new->click on dashboard->provide name as batch123_db.
2. Select location as batch123folder/shared folders/batch123/dashboards.
3. Select add content later->click on ok.
Step 2:1. Develop a request with columns region, district, dollars.
2. Click on region filters.
3. Select operator as is prompted.
4. Click on save it and name it as d1.
Step 3:1. Similarly to above develop a report with region, year, and dollars.
2. Is prompted on region column.
3. Save it as name it as d2.
Step 4:1. Develop a report region, type, dollars .
2. Is prompted on region.
3. Save it as d3.

Step 5:-

Page 76

OBIEE 11g
1. Integrating reports into dashboards.
2. Click on dashboards->click on batch123_db
3. Click on edit.
4. Under catalog expand shared folders.
5. Drag and drop d1 and d2 into work area save it.
6. Click on add dashboard page, name it as page2->click on ok.
7. From shared folders batch123 drag and drop d3, click on save.
8. Click on run.
Dashboard prompts:1. These are useful to filter dashboard data as per client requirements.
2. These are dashboard level user friendly filters.
3. These are 3 types of prompts. They are
1) Column prompts.
2) Image prompts.
3) Variable prompt.

1) Column prompt:1. Click on new->dashboard prompt.


2. Click on supplier sales->click on new column prompt.
3. Select region->ok again ok.

Page 77

OBIEE 11g
4. Click on save.
5. Select batch123 folders name it as region prompt.
6. Click on ok.
Integrating dashboard prompt into dashboard:
1. Click on dashboards->batch123_db.
2. Page options->edit dashboard.
3. Shared folders->batch123.
4. Drag and drop region prompt on top of the sections.
5. Click on save.
6. Click on run.
7. In dashboard prompt select central
8. Click on apply.
9. Observe the result in page 1 and page 2.
10. If you want to affect dashboard prompt only for one page.
11. Then click on dashboard prompt properties.
12. Scope->page->click on save->click on run.
13. Select east->click on apply.
14. Notice that page is affected but page 2 is not affected.
2) Image prompt: Whenever we are running the report, image will be displayed.

Page 78

OBIEE 11g
If you click on any part of the images then that part corresponding data will be displayed.
Process1:Develop a report with column region, district, and dollars.
1. As we are creating image prompt on Region column from advanced tab copy
Customers. Region query and paste it in a notepad.
2. In Google search for good usa map image ,view original image->copy the image URL
3. Now in analysis->New->Dashboard prompt-> click on + -> select image prompt>Paste the image URL which we have searched from Google->Now in HTML image
dialog box copy the usa map coordinates which are given in usamap.txt material.
<map name="FPMap0">
<area href="USAMap.html" shape="polygon" coords="8, 28, 183, 29, 183, 113, 204, 113, 203, 156, 221,
157, 222, 179, 266, 189, 273, 227, 238, 275, 47, 188, 13, 121">
<area href="USAMap.html" shape="polygon" coords="187, 29, 355, 45, 363, 107, 324, 104, 321, 146, 306,
158, 300, 173, 316, 176, 314, 222, 305, 238, 274, 233, 270, 184, 227, 179, 228, 153, 207, 152, 208, 109, 187,
108">
<area href="USAMap.html" shape="polygon" coords="368, 110, 330, 110, 327, 144, 306, 170, 319, 172,
316, 223, 379, 283, 390, 266, 376, 220, 427, 169, 424, 154, 499, 77, 476, 40">
</map>

4. Click on Extract image from HTML


5. Copy customers. Region from note pad to column section->Type as below

Area title

columns

value

Select Central

customers.Region

Central

Select East

customers.Region

East

Page 79

OBIEE 11g
Select West

customers.Region

West

Process 2: (Using Intranet)


For this first we need to have Inet pub folder in C drive.
Copy one usa map image in Inetpub->wwwroot
Now copy the image name->open any one of the browsers->type http://localhost/usa-map.jpgenter->now copy that image URL
1. Develop a report with Region, District and Dollars column in analysis.
2.Now select Prompts tab in analysis click on + -> select image prompt->Paste the
image URL ->Now in HTML image dialog box copy the usa map coordinates which are
given in usamap.txt material. <map name="FPMap0">
<area href="USAMap.html" shape="polygon" coords="8, 28, 183, 29, 183, 113, 204, 113, 203, 156, 221,
157, 222, 179, 266, 189, 273, 227, 238, 275, 47, 188, 13, 121">
<area href="USAMap.html" shape="polygon" coords="187, 29, 355, 45, 363, 107, 324, 104, 321, 146, 306,
158, 300, 173, 316, 176, 314, 222, 305, 238, 274, 233, 270, 184, 227, 179, 228, 153, 207, 152, 208, 109, 187,
108">
<area href="USAMap.html" shape="polygon" coords="368, 110, 330, 110, 327, 144, 306, 170, 319, 172,
316, 223, 379, 283, 390, 266, 376, 220, 427, 169, 424, 154, 499, 77, 476, 40">
</map>

3. Click on Extract image from HTML


4. Copy customers. Region from notepad to column section->Type as below

Area title

columns

value

Select Central

customers.Region

Central

Select East

customers.Region

East

Page 80

OBIEE 11g
Select West

customers.Region

West

3) Variable prompt: It is useful to store user response in one variable and we can call this variable in any
calculations, filters in any view etc...
This variable is called as presentation variable.
Look and feel wise it is a new concept in obiee 11g.
Process:1. Develop a Report with Region, District and Dollars column in analysis.
2. Go analysis->New
3. Click on Dashboard Prompt-> + -> select Variable prompt->Give name for presentation
variable as selection_PV->copy variable name->ok
4. Now go to criteria on Region column tool bar menu click on filters->click on Add more
options->select presentation variable and now paste variable name here.
5. Click on Results tab->you will see as No results
6. Left side below from view section select Title view-> edit view in the tile give as
@{ selection_PV} this is for dynamic display of title in the report.
7. Now again go to Prompts tab-> click on preview and enter the value as Central-> you can
view Central related Districts as well as Title also.
8. Similarly type other region Names.
Dashboard objects:We have below dashboard objects.
1. Column
2. Section
Page 81

OBIEE 11g
3. Link or image
4. Alert section
5. Action link
6. Action link menu
7. Embedded content
8. Text
9. Folder
Column & section are useful to align content as per requirement.

3) Link or image:It is useful to navigate from one dashboard to another dashboard or report or webpage by
using a link or image.
Process:1. Drag and drop link or image into dashboard.
2. Click on link or image properties->click on browse.
3. Select any one report in the images.
4. Fmap:images/report-bad-percentage.jpg where
fmap=c:/bi11g/instance/instance/bifoundation/oracle bi presentation server
component/core application_obis1/analytics res/s-mobile/style/images.
5. Click on ok->click on save.
6. Run click on image->click on return.
Embedded content:Page 82

OBIEE 11g
It is useful to insert one webpage into another webpage
It is useful to get latest information from any website to dashboard.
Process:1. Drag and drop embedded content.
2. Dashboard object into work area.
3. Click on embedded content properties.
4. Type http://www.gmail.com
5. Click on ok->save.
6. Run.
Text: It is useful to provide some comment lines or to write scripts.

Process:1. Drag and drop text object into dashboard.


2. Type welcome to report.
3. Preview->ok.

Folder: It is useful to showcase saved content in a dashboard.


It makes end user to access reports & dashboards easily
Page 83

OBIEE 11g
Process:1. Drag and drop folder object below text object.
2. Click on folder properties->browse.
3. Select shared folders->batch123->ok->save->run.

Combining the similar request:In this concept we will use below set operators like
1.
2.
3.
4.

Union
Union all
Intersect
Minus

To work with set of operators we need to make sure


1.
2.
3.
4.

Number of columns in two requests must be same.


Corresponding columns data types must be came.
Union will not provide duplicates.
Union all will provide duplicates.

In this concept we can develop a report from two different reports which are coming from
different subject areas or same subject area.
Process:1.
2.
3.
4.
5.
6.
7.
8.

From subject area pane click on customers, dollars.


Click on dollars column filter
Select operator is between->value 5000 & 15000.
Click on ok.
Click on combine results.
Select supplier sales DM->click on customer, dollars
Click on dollars column filter
Select operator is between->value: 10000, 20000->ok->results.
BI Delivers

Oracle BI delivers are useful to create schedules (or) agents.


Page 84

OBIEE 11g
1) Configuring schedule table
2) Delivery devices
3) Delivery profiles
4) Agents
5) Alert section dashboard object
6) Job manager.
1) Configuring schedules: In obiee 11g configuring of oracle bi scheduler server will be done with the installation of
obiee 11g product (in 10g it is manual process).
With the installation scheduler tables are by default installed in DEV_BIFOUNDATION
schema.
Scheduler tables are
1) S_NQ_JOB
2) S_NQ_PARAM
3) S_NQ_INSTANCE
4) S_NQ_ERR_MSG
2) Creating delivery device: Device will be created b each & every user his own.
As a developer we need to share required document to clients.
Here delivery devices are email, cell phones, web pages or web browser, pager, devices
capable of handling standard based communication.

Page 85

OBIEE 11g
For this you need to have SMTP server (simple message transfer protocol).
Process:1. Click on weblogic->my account.
2. Click on delivery options->select device
3. Name: batch123.
4. Type as html email, mail id:batch9966@gmail.com->ok.
5. Similarly add phone by select device phone.
3) Delivery profiles:Normally each and every employee will have two types of profiles.
1) Office profile
2) On road or personal profile.
Process:1. Click on web logic->my account.
2. Delivery options->delivery profile.
3. Create delivery report.
4. Name it as officials.
5. Select mail id, high priority, phone number as normal priority.
6. Similarly create another profile.
4) Agents:Agents are software based engines that execute requests and generate responses to
appropriate people and devices.
Page 86

OBIEE 11g
Agents contains
Priority and visibility,conditional request schedule recipients, delivery content, destination.
Process:1. Develop a report with columns year, region, and dollars.
2. Click on save.
3. Select batch123 folder name it as agent report.
4. Click on ok.
5. Click on new->under actionable intelligence.
6. Click on agent->click on schedule.
7. Select frequency as once.
8. Click on select data & time; give 2 mins forward from current time.
9. Select delivery content.
10. Select analysis->click on browse->select agent report->click on ok->click on save into
batch123 folder with the name of first agent.
11. Beside home click on alerts and observe our first agent ->click on it observe output.
5) Alerts dashboards object:It is useful to capture all active alerts.
Process:1. Click on dashboard->click on batch123_db.
2. Page options->edit dashboard
3. Drag and drop alert section in the 1st position of the column
Page 87

OBIEE 11g
4. Click on save
5. Click on run observe our 1st agent
6) Job manager: It is windows based component.
It is useful to monitor the status of agents.
Process:1. All programs->obiee->job manager.
2. Go to file menu
3. Open scheduler connection.
4. Provide administrator name as web logic, password:weblogic123->click on ok
5. Select web logic user & observe all our agents & their status conditions.
Aggregate tables
1) Aggregate table show summarized data
2) Aggregate tables are useful to increase the performance
3) These are also known as level based partition
4) Data in dimension and fact sources is stored at detailed level
5 Here data needs to rollup or summarized during analysis
6) Detailed tables contain many rows and takes time to read and calculate
7) Aggregate table contains fewer rows
For example we can take one year sales, here we consider two tables one is detailed table another
one is summarized table. Detailed table contains 365 days sales 365 records it takes time to
retrieve data 3or 4 minutes but summarized table contains only 4 quarters data it takes one
minute to retrieve data.
Page 88

OBIEE 11g
Process:1) First import ordersagg1, months, salesreps and producttype to physical layer
2) Give joins in physical layer
orders_agg1->prod_type
orders_agg1->months
orders_agg1->salesreps
3) Copy physical columns to logical columns
4) Define content level tab for customers
Double click on customers ->select content tab-> select logical level
Customers->customers
Double click on salesreps lts->select content tab-> select logical level
salesreps->salesreps
5) Define content level tab for months
Double click on calender lts->select content tab-> select logical level->calender->day
Double click on months lts->select content tab-> select logical level
Months->month
6) Define content level tab for product_type
Double click on products lts->select content tab-> select logical level
Products->specific
Double click on salesreps lts->select content tab-> select logical level
product_type->type
7) Define content level tab for sales fact table
Double click on orders lts-> select content tab->select logical level for

Page 89

OBIEE 11g
Customers->customers, calender->day, products->specific
8) Define content level tab for sales fact table
Double click on orders_agg1 lts-> select content tab->select logical level
salesreps->salesreps, product_type->type, months->month
9) Double click on customer table->select salesrep key & delete
10) Double click on times table->select monthcode key & delete
11) Check in changes -> save-> copy to original rpd
12) Set loglevel 2
13) No changes in presentation layer
14) Reload servermeta data
15) Generate report with year, dollars
similary year,quarter,dollars.
Year,quarter, month, dollars.
Year,quarter, month, day, dollars.
Observe output.
16) Go to->administration->manage sessions->see last but one log.
Aggregate or normal table data.

Partitions and Fragmentations


1) It is a process of splitting large tables to small tables, it may be a fact or dimension.
2) partitions are 4 types
1) Fact based
2) Value based

Page 90

OBIEE 11g
3) Level based
4) Complex
Fact based partition: Data is partitioned by fact when different fact data is stored in different tables
Actual sales and targets are fact level partitions.
Value based partition: Data is partitioned by values then data is split into separate tables according to the values
of the data
Level based partition: Data is partitioned by level when the same facts are stored in separate tables at different
levels of aggregation.
Detailed sales are summarized.
Complex based partition: Combination of level based and value based partition is called as complex based
partition.
Process:Value based partition:1) Select distinct substr(name,1,1)from d1_customer2 where name <'N';
2) Create table
Create table cust1 as select distinct * from d1_customer2 where name<'N';
Create table cust2 as select distinct * from d1_customer2 where name>='N';
Actually above table creation work will be done by DBA.
3) Import cust1, cust2 tables to physical layer
4) Give cust1, cust2 with d1_orders2 physical joins
5) In BMM layer double click on customer LTS disable it.
Page 91

OBIEE 11g
6) Cust1 to customers table drag and drop columns
7) Cust2 to customers table drag and drop columns
8) We need to define when it to need to where
Fragmentation content define
Double click on cust1 LTS ->click on content tab-> edit expression
"suppliersales"."customers"."customer"<'N'
Enable this source should be combined with other sources
9) Double click on cust 2 LTS -> content tab->edit expression
"suppliersales"."customers"."customer">='N'
10) Check in changes->save
11) Reload server meta data
12) Generate report with
customer,dollars.
13) Customers, give filters is less than 'C'
14) Administration->view log->see query
Take customer, dollars without filters
Observe query
It gives cust1 union all cust2
Variables
1) Variables are containers which hold specific values
2) Value in variable is not constant
3) It is going to change depending on the expression, time, database updates
4) Variables are useful to handle dynamic scenarios

Page 92

OBIEE 11g
5) We have 4 types of variables
1) Repository variables
2) Session variables
3) Presentation variables
4) Request variables
6) Repository and session variables are known as global variables
7) These two variables created in rpd and used in rpd and web catalog
8) Presentation and request variables are created in dashboard prompt and used in web catalog.
Repository variables:1) These variables also called as oracle bi server variables.
2) This variable values will be updated whenever server is restarted or started
3) Repository variables are 2 types
Static repository variables
Dynamic repository variables
4) Syntax for Repository variables is VALUEOF(variablename)
Static repository variables:1) If we want to use a constant value in n number of places then we will go for static variables
2) Example:-Database name, user name of connection pools.

Process1:1) Create a static variable to filter data for current year


2) Go to manage-> variable->select on static variable
3) Right click->new repository variable->name it as current_year
4) Give Default initialize:1999->click on ok
Page 93

OBIEE 11g
5) Check in changes->save->reload server metadata
6) Develop a report with year,region and dollars
7) Click on year filter->click on add more options->select repository variable
8) Give repository variable current_year->click on ok
9) Observe results ->1999 data will be present.
Process 2:1) Go to Manage->variables->action->new->Repository->variable->click on it.
2) Give name it as partition_value
3) Give Default initializer as 'N'->click on ok
4) Double click on cutomer1 LTS->content tab->edit expression
->logicaltables->customers->name<Repository varialbles->VALUEOF("partition_value")
Click on ok.
5) Double click on cutomer2 LTS->content tab->edit expression
->logicaltables->customers->name >= Repository varialbles->VALUEOF("partition_value")
Click on ok.
6) No changes in presentation layer
7) Check in changes->save->copy as original rpd
8) Reload server metadata
9) Generate report with name, dollars
10) Give filter to name less than C
11) Observe logical query
Dynamic repository variables:1) The values in the dynamic variable are going to change according to the database query,
which is written in initialization block.
Page 94

OBIEE 11g
Initialization block:1) It is a database query container, multiple values are written in initialization block
2) Repository variables are called oracle bi server variables
3) This is variable values will be updated whenever server is restarted or started.
For example I have two customer tables I want to know 1st customer table max value and 2nd
customer table starting value we use dynamic repository variables.
Process:1) Open rpd->go to manage->variables->action->new->repository->initialization block>name:IB_PF
2) Click on Edit data source
3) Type query select min(substr (name,1,1))from customer2
4) Click on browse, select connection pool->click on ok
5) Click on test->click on ok
6) Click on Edit data target->new->name:V_PF
7) Provide default initialize as 'A'
8) Click on ok->close variable manager
9) Double click on customer1 lts->content tab->edit expression
10)"duplicate"."customers"."name"<valueof(v_pf)->click on ok
11) Double click on customer2 lts->content tab->edit expression
12)"duplicate"."customers"."name">=valueof(v_pf)->click on ok
13) No changes in presentation layer
14) Check in changes->save-> Reload server metadata
15) Generate reports with name,dollars,give filter name to lessthan 'C'
16) Observe output. goto administration->manage sessions->view log. Output coming from
cust1 table.
Page 95

OBIEE 11g
Session variables
1) logout-login time is called as session
2) Any application will support n number of sessions
3) Session variables will be populated separately for each & every session
4) Session variables are two types
i) System session variables
ii) Non system session variables
System session variables:1) These are pre defined session variables used by oracle bi server for specific purpose such as
authenticating users, we have below system variables.(case sensitive)
1) User
2) Display name
3) Group
4) Web group
5) Log level
6) Roles
7) Permissions
8) User locate
9) Time zone
2) These variables are useful in special cases such as authenticating user. These variables should
not use for any other purpose.(as a static variable name or dynamic variable etc)
3)Using system variable in report column go to reporting end.develop a report with year,year>click on 1st year edit formula->remove predefined periods year->click on variable->session>user->click on ok
->again ok->click on results
4) Develop a report to display current year data throughout that report life

Page 96

OBIEE 11g
Non system session variables:
1) These are application specific customized variables
2) By default in obiee11g users,groups,roles are integrated while installation
3) Roles are newly introduced in obiee11g
4) Groups and user are created in webbased component is known as console based on LDAP
server
5) Roles are created by using Eneterprise Manager.
6) For best practice always group name should end with s and roles should not end with s
7) Set of users are called as group
8) Set of permissions is called as role.

Console:1) It is a webbased component


2) LDAP is internally integrated in console
3) LDAP means light weight direct access protocol
4) LDAP is a third party server used to manage users and groups
5) In obiee11g LDAP is integrated while installation.

Roles

Groups

BI CONSUMER -------

BI CONSUMERS

BI AUTHOR

BI AUTHORS

---------

BI ADMINISTRATOR --

BI ADMINISTRATORS------

Data security:Page 97

Users

WEBLOGIC

OBIEE 11g
1) Session variables are used to implement data security
2) It is useful to hide some of the data based on user login.
Developing data security using system & non system variables:
Scenario:
Develop data security to see customer corresponding region data.
Process:1) Create user
2) Create group
3) Assign users to group
4) Create a role
5) Assign group to role
6) Synchronize roles in admin tool
7) Create dedicated connection pool
8) Create initialization block and assign values to non system variables
9) Create a data filter on role
10) Test

Creating user
1) Open Google chrome type URL
http://localhost:7001/console
Provide username: weblogic
Password: weblogic123

Page 98

OBIEE 11g
2) Click on security realms->my realm->user & groups->click on users tab->click on new
Name it as Amerigo
Password: weblogic123
Confirm password weblogic123
3) Similarly create Alley Dog user->click on ok
Creating group:1) Click on groups->new->name it as customers->click on ok
Mapping users to group:1) Click on amerigo users->click on groups->select customers
Click on arrow click on save
2) Similarly map another user alley dog
Creating a role:1) Set of permissions or policies are called role
2) Open EM->click on business intelligence->core application
Security->single sign on->configure & manage application roles->click on create
Provide name as: cust->click on add group->click on group name arrow mark
Select customers->click on arrow click on ok

Scenario:Develop data security to see customer corresponding region data


Process:Open RPD in online mode
step1:-

Page 99

OBIEE 11g
Create dedicated connection pool:1) In physical layer right click on orcl->new object->connection pool name it as IB_CP
Data source name: orcl, username: supplier2, password: supplier2 ->click on ok, again ok
Step2:Creating non-system session variable & initialization block
1) Manage->variables->action->new->session variable: V_USER_REGION.
Default initialization: 'A'.
2) Click on new->name it as; IB_USER_REGION->edit data source->
Select region from D1_CUSTOMER2 where name=':USER'->click on browse
Select IB connection pool-> click on select->click on ok again ok.
step3:-creating data filter
1) Go to Manage->identity->select BI repository->application roles->double click on customers>
Click on permission->click on select->click on ok
2) Under data filter->click on mouse->click on edit expression->select customer table->
Double click on region->type=select session variables->double click on V_USER_REGION->
Click on ok again ok->close
3) No changes in presentation layer
Check in changes->save
step4:-Testing
Login to analytics as a weblogic user develop report with region, salesrep, dollars.
Click on save with the name of data_security.
Reload server metadata. Logout
Login with Amerigo user, navigate above saved report & observe output.
Page 100

OBIEE 11g
Similarly observe login with Alley dog observe output.
Time series functions
1) Time series functions are useful to calculate performance of business by comparing historical
data with current data.
2) Time series functions are 3 types
1) Ago
2) Todate
3) Period rolling [new feature in obiee11g)
3) Chronological key:1) It is a level identifier, used to identify the particular time value.
2) It is key column or primary key column.
3) To define time values uniquely double click on time dimension hierarchy enable times
4) Double click on year, quarter, month, day levels select keys tab, give chronological key.
1) Ago:Comparing current data with old data
Ex:-1month ago, 2months ago.
2) Todate:We get current date
Ex:-YTD, QTD, MTD
3) Period rolling:This is to aggregate the previous month to current month
Ex:-3 months rollup, 5 months rollup
3Months rollup=previous 2 months + current month(-2,0).
1) Syntax
Page 101

OBIEE 11g
Ago:Ago (<measures><levels><no. of periods>)
2) Todate:Todate (<measures><levels>)
3) Period rolling:Pediodrolling (<measures>,<start of offset><end of offset>)
Steps:1) Ago-month:1) Right click on sales fact table->new object->logicalcolumn->click on it->give
name:MonthAgo
2) Click on column source->Enable Derive existing columns using expression
3) Click on edit expression->under category click on functions->under functions click on time
series functions
4) Under time series functions click on Ago.
5) For measures click on logical tables->click on sales->click on Dollars
6) For levels->Time dimensions->calendar2dim->month->no.of periods->1->click on ok->again
click on ok
7) Drag and drop month column to presentation table

2) Year to till date:1) Right click on sales fact table->new object->logical column->give name: YTD
2) Click on column source->enable derived from existing columns using an expression
3) Edit expression->under category functions->under functions ->click on time series functions>under time series funtions click on to date
4) Todate ("supliersales","sales"."Dollars","supplier-sales"."calendar2dim"."year")
Page 102

OBIEE 11g
5) Click on ok->again ok->drag and drop ytd to presentation table.
3) Period rolling:1) Period rolling ("suppliersales","salesfacts"."Dollars",-2, 0)
2) Drag and drop above into presentation layer sales facts, check in->reload server metadata
3)Develop a report with year, month code, dollars, month ago, variance percentage,ytd,3 months
period rolling.

Page 103

Vous aimerez peut-être aussi