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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:
Analytical data:
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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.
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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:
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.
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Example: - EMPID
Project ID
Hours worked
01
01
100
01
02
200
02
01
75
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.
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:
OBIEE 11g
18) Fact table:
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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
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IP_address hostname.domainname hostname
Where:
Note: Domain name is optional. In the following screen shot. I just used my Computer
Name.
Check the network configuration:
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OBIEE 11g
Scroll down and select Network adapters and click the Next button.
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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.
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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.
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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.
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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.
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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.
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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.
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Click Next.
Click Yes.
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Click Next.
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Click Next.
Note Global Database Name for example here it is orcl in some installations it may
be different.
Click Next.
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Click Finish.
Depending upon the specification of the desktop wait for approx 30 mins
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OBIEE 11g
Depending upon the specification of the desktop wait for approx 30 mins
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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.
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Click Close.
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RCU Installation
Navigate to RCU BIN Directory
Navigate to the folder D:\RCU\bin and run the batch file RCU.bat.
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Create Repository Schema
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Provide Database Details and SYS Password
Host name : localhost
Port : 1521
Service Name : orcl
Username : sys
Password: sysdba
Click on ignore
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Schema Prefix
Check oracle business Intelligence
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Tablespace metadata summary
Tablespace check
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Pre-Creation Summary
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Schema Creation Summary
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OBIEE 11g INSTALLATION STEPS
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Username: weblogic
Password: welcome123
Confirm password: welcome123
You can give password as per your wish but please make note of all the passwords.
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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.
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Click on Finish.
Default web page will be opened close it.
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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:
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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.
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>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.
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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.
OBIEE 11g
3) Oracle BI Javahost:
4) Oracle BI Scheduler:
6) Weblogic server:
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.
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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:
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.
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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.
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.
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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.
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.
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:
1) Adding Multiple sources to LTS:1. Import pricelist, product_type, product_subtype, product_diet_types, tables to physical
layer.
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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.
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.
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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
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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.
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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
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.
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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.
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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.
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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:-
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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
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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.
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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
3. Pivot table
11. Legend
4. Graph
12. Narrative
5. Gauge
13. Ticker
6. Funnel
7. Map
8. Filters
1) Title: It is useful to display name of the report, logo of the client & run date and time of report.
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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.
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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:-
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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.
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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:-
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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.
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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.
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<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>
columns
value
Select Central
customers.Region
Central
Select East
customers.Region
East
Select West
customers.Region
West
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<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>
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
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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.
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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:-
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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.
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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.
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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>
Area title
columns
value
Select Central
customers.Region
Central
Select East
customers.Region
East
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Select West
customers.Region
West
Area title
columns
value
Select Central
customers.Region
Central
Select East
customers.Region
East
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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
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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.
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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.
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
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.
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.
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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.
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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
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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.
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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
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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.
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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.
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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
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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.
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.
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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.
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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
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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.
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
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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
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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.
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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
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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")
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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.
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