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No part of the computer software or this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from Business Objects S.A. The information in this document is subject to change without notice. If you find any problems with this documentation, please report them to Business Objects S.A. in writing at documentation@businessobjects.com. Business Objects S.A. does not warrant that this document is error free. Copyright Business Objects S.A. 2003. All rights reserved. Printed in France.
Trademarks
The Business Objects logo, WebIntelligence, BusinessQuery, the Business Objects tagline, BusinessObjects, BusinessObjects Broadcast Agent, Rapid Mart, Set Analyzer, Personal Trainer, and Rapid Deployment Template are trademarks or registered trademarks of Business Objects S.A. in the United States and/or other countries. Contains IBM Runtime Environment for AIX(R), Java(TM) 2 Technology Edition Runtime Modules (c) Copyright IBM Corporation 1999, 2000. All Rights Reserved. This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM are available at http://oss.software.ibm.com/icu4j. All other company, product, or brand names mentioned herein, may be the trademarks of their respective owners.
Use restrictions
This software and documentation is commercial computer software under Federal Acquisition regulations, and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense. The use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.2277013. U.S. Patent Numbers 5,555,403, 6,247,008, and 6,578,027. 347-10-610-01
Contents
Preface Maximizing Your Information Resources 5 Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Chapter 1 Introducing the Express OLAP Access Pack 13
What is the Express OLAP Access Pack? . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Connecting to Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 The OLAP Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Chapter 2 Using the OLAP Panel 29
Working with the Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Working with Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Changing Dimension Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Using the Add/Remove Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Drilling in the OLAP Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Setting General and Fonts Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Express and BusinessObjects Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Index 51
Contents
Contents
preface
Overview
Information, services, and solutions
The Business Objects business intelligence solution is supported by thousands of pages of documentation, available from the products, on the Internet, on CD, and by extensive online help systems and multimedia. Packed with in-depth technical information, business examples, and advice on troubleshooting and best practices, this comprehensive documentation set provides concrete solutions to your business problems. Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment. See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support, education, and consulting requirements.
Information resources
Whatever your Business Objects profile, we can help you quickly access the documentation and other information you need.
Where do I start?
Below are a few suggested starting points; there is a summary of useful web addresses on page 10. Documentation Roadmap The Documentation Roadmap references all Business Objects guides and multimedia, and lets you see at a glance what information is available, from where, and in what format. View or download the Business Objects Documentation Roadmap at www.businessobjects.com/services/documentation.htm Documentation from the products You can access electronic documentation at any time from the product you are using. Online help, multimedia, and guides in Adobe PDF format are available from the product Help menus. Documentation on the web The full electronic documentation set is available to customers with a valid maintenance agreement on the Online Customer Support (OCS) website at www.businessobjects.com/services/support.htm Buy printed documentation You can order printed documentation through your local sales office, or from the online Business Objects Documentation Supply Store at www.businessobjects.com/services/documentation.htm Search the Documentation CD Search across the entire documentation set on the Business Objects Documentation CD shipped with our products. This CD brings together the full set of documentation, plus tips, tricks, multimedia tutorials, and demo materials. Order the Documentation CD online, from the Business Objects Documentation Supply Store, or from your local sales office.
Information resources
Multimedia Are you new to Business Objects? Are you upgrading from a previous release or expanding, for example, from our desktop to our web solution? Try one of our multimedia quick tours or Getting Started tutorials. All are available via the Online Customer Support (OCS) website or on the Documentation CD.
If your issue concerns a Business Objects product and not the documentation, please contact our Customer Support experts. For information about Customer Support visit: www.businessobjects.com/services/support.htm
Services
A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business.
Services
10
Content
Overview of Business Objects documentation. Links to Online Customer Support, Documentation Supply Store, Documentation Roadmap, Tips & Tricks, Documentation mailbox.
Business Objects product information Information about the full range of Business Objects products. www.businessobjects.com Developer Suite Online www.techsupport.businessobjects.com Knowledge Base (KB) www.techsupport.businessobjects.com Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support (OCS) website. Provides all the documentation, latest samples, kits and tips. Technical articles, documents, case resolutions. Also, use the Knowledge Exchange to learn what challenges other users both customers and employees face and what strategies they find to address complex issues. From the Knowledge Base, click the Knowledge Exchange link. Practical business-focused examples.
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Content
Starting point for answering questions, resolving issues. Information about registering with Worldwide Customer Support. The range of Business Objects training options and modules.
Business Objects Consulting Services Information on how Business Objects can help maximize your business intelligence investment. www.businessobjects.com/services/ consulting.htm
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Audience
This guide is intended for the person who uses the Express OLAP Access Pack with BUSINESSOBJECTS to access data from Express multidimensional servers.
Indicates Code, SQL syntax, computer programs. For example: @Select(Country\Country Id) Placed at the end of a line of code, the symbol ( ) indicates that the next line should be entered continuously with no carriage return.
chapter
14
Overview
This chapter: describes the BusinessObjects Express OLAP Access Pack and the OLAP Panel provides the instructions for installing the BusinessObjects Express OLAP Access Pack at your site
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Connecting to Express
You can connect to an Express server to create a new BusinessObjects report using the New Report wizard, or from a BusinessObjects report to edit or refresh the data provider.
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3. Select Generate a standard report option button. Click Begin. The Specify Data Access panel appears.
4. Select the Others option button, then OLAP Express from the drop-down list box. Click Next. The Select a Connection panel appears. 5. If this is your first time connecting to an Oracle Express server, type a connection name, then click Edit. Make the appropriate selections in the Edit Connection to Oracle Express Server dialog box, then click OK. The options for the Edit Connection to Oracle Express Server dialog box are described on page 19. 6. Select a connection, then enter your user name and password. Click Next. 7. Select a database and, if necessary, enter your password. Click Finish. The OLAP panel appears.
Connecting to Express
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NOTE
Your ability to establish a connection to an Express server depends on your access rights to the server and on the server security. For more information on setting up a connection to an OLAP server, contact your IS manager.
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Edit Connection to Oracle Express Server Options Group box Connection Name Express Server Type Note: This option is available only if you select Express Server 5 Express Server Binding Server Daemon Option Description The name of the connection you want to use or save Select to access a server Select to access a daemon
Select Express Server 5 or Express Server 6 (see Note on below). This option has to be specified only if you select Express Server 5, then select Daemon. Select the transport appropriate to your LAN configuration. The host name If you need to use this option, speak with your Information System (IS) manager. The domain name of your server
Domain
NOTE
If you select Express Server 5: Enter the UUID and host name, available from your IS manager. If you select Express Server 6: For a Windows NT server: Select the transport ncacn_ip_tcp and enter the host name. For a UNIX server: select the transport ora_ro_tcp, then enter the host name and the endpoint.
Connecting to Express
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e f g h i j
a. b. c. d. e.
The OLAP toolbar The Database Objects box The Filters box The Grid Displays a dialog box from which you can set the font used for text and numbers in the Grid or filters, and set options for managing the volume of data to be retrieved.
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f. The status bar indicates the results of an action. f. Clears the panel of all dimensions, dimension values, measures, filters, and data values. g. Generates a BusinessObjects report. h. Closes the OLAP Panel and returns to the New Report wizard from which you can select another Express application or database. i. Displays OLAP Panel online help.
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measure
The Database Objects box in View by dimension value mode, showing dimensions and measures. The box shows the name of the Express database and server name, in the above example xademo and Chester respectively.
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Dimensions A dimension is one of the organizational elements of a database. A dimension lists components that you group according to the requirements of your business. For example, YEAR, QUARTER, MONTH, and DAY can comprise a time dimension. In Express, a dimension can have one or more hierarchies, which identify the values that contribute to subtotals and totals in the data. For example, DAY can appear in different TIME hierarchies: YEAR, QUARTER, MONTH, DAY and YEAR, WEEK, DAY. BusinessObjects dimensions support default or standard hierarchies. In the Database Objects box of the OLAP Panel, a dimension is represented by the symbol. Dimension value Dimension values, also referred to as values, identify data needed for specific purposes. For example, BOSTON, MIAMI, and NEW YORK can be dimension values for a CITY dimension. In the Database Objects box of the OLAP Panel, a dimension value is represented by the cube symbol. Level A level corresponds to a set of dimension values in a hierarchy. For example, the CITY level corresponds to the dimension values BOSTON, MIAMI, and NEW YORK in the DISTRICT hierarchy. In the Database Objects box, a level is represented by the double cube symbol. Measures A BusinessObjects measure is an Express variable or formula associated with specific dimensions. For example, a SALES measure may be associated with MONTH, PRODUCT, and DISTRICT. In the Database Objects box, measures are represented by the pink ball symbol and contained in a folder named Measures, which is represented by the pink ball folder symbol.
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You can view the Database Objects box in one of two modes: dimension value or level. You can select the mode by clicking one of the option buttons below the Database Object box. View by dimension value When you view the Database Objects box in dimension value mode, you can select individual values of a dimension and drag them into the Grid or Filters box. For example, if you want to view values for Q1 only, first view the outline by dimension value, then drag Q1 into the Grid. View by level When you view the Database Objects box in level mode, you can view and select the levels in the database dimensions. For example, if you want to view values for all quarters, first switch the mode to view by level, then drag the Quarter symbol into the Grid. In view by level mode, the dimension and its levels appear.
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To show or hide the Filters box, click Show/Hide Filters. You can position the filters vertically within the Filters box if there are at least two filters in the Filters box. To do so, click Wrap Filters.
Wrap Filters
The grid
The Grid is an area of the OLAP panel that you populate with dimensions and measures from the Database Objects box. The Grid can display many dimensions, values, and measures at any one time. It is made up of three areas:
Area 1, the body, is typically the drop point for measures. Area 2, the down edge, is a drop point for dimensions. Area 3, the across edge, is a drop point for dimensions.
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The toolbar
The buttons on the toolbar allow you to modify the OLAP Panel display, reverse actions, hide or display areas of the OLAP Panel, and add or remove values. The toolbar buttons are described below.
Toolbar Button Description Displays or hides the Database Objects box in the OLAP Panel. Displays or hides the Filters box in the OLAP Panel. Displays or hides the Status Bar in the OLAP Panel. Aligns filters horizontally within the Filters box. Any filters that cannot be viewed on one line in the Filters box are displayed on a second, third, or further line. Allows you to reverse actions you performed. When you click the button for the first time, you reverse the most recent action; the second time you click the button, you reverse the action preceding the most recent one. In this way, you can reverse up to five consecutive actions. Displays the Add/Remove Panel, which allows you to add values to, or remove values from, a dimension as necessary. The panel is useful for obtaining more refined data values. Allows you to exchange the dimensions and measures in the down edge with those in the across edge. Swap Edges does not alter the values of dimensions in any way. Opens the Dimensions Properties dialog box, which allows you to modify the properties of the selected dimension.
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chapter
30
Overview
Working with the OLAP Panel includes: swapping or moving dimensions in the Grid applying filters and drilling on them adding or removing values from dimensions drilling up or down setting information retrieval and appearance options creating BusinessObjects reports
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Swapping dimensions
1. Click a dimension that you want to swap and hold down the mouse button. 2. Hold down the Shift key and drag the dimension until it is on top of the dimension you want to swap. 3. Release the mouse button.
TIP To swap the contents of the Down Edge with the contents of the Across Edge, Swap Edges. You can swap dimensions between the Filters box and the Grid, and within either of these two boxes.
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Removing a measure
You can remove a measure from the Grid in either of the following ways: Right-click the measure's name, then select Remove Measure on the popup menu that appears. or Drag the measure from the Grid and drop it in the Database Objects box.
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When you perform actions in the Grid, the status bar indicates the results of the action.
Applying a filter
Drag the dimension from the Grid and drop it in the Filters box.
remove values,
Drilling on a filter
1. With the right mouse button, click the filter you want. 2. In the popup menu that appears, select Drill Down or Drill Up.
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Dimension Properties
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Description In the BusinessObjects report, displays values in the same order as in the Express database.
Turn hierarchy into a single Displays all the hierarchy levels as one dimension Report Dimension in the BusinessObjects report. Display totals after subitems Display totals after the subitems in the BusinessObjects report. To activate this option, you must check Apply sort defined on server and Turn hierarchy into a single Report Dimension. Indentation Controls the appearance of the BusinessObjects report. To activate this option, you must check the Turn hierarchy into a single Report Dimension. Subitems: Applies a left indent to the subitems in the report. Totals: Applies a left indent to the totals in the report.
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1. Click Add/Remove Panel to display the Add/Remove panel. The panel shows all the dimensions currently populating the Grid and the Filers box. Dimensions are located in any one of the three tabs: Filters, Down Edge, or Across Edge. 2. Click the tab in which the dimension is located. 3. In the Available Dimension Values list box, click the + beside the dimension or measure to view all its values. 4. Select the values you want to remove from the dimension. - To select several consecutive values, hold down the Shift key, then click the first and last values you want to add. - To select nonconsecutive values, hold down the Ctrl key, then click each value you want. 5. To add the selected value(s), do one of the following: - To add the selection to the target dimension only, drag and drop the selection in the Selected Dimension Values list box. - To add the selection to all possible target dimensions, click the left arrow button.
TIP You can gain access to the Add/Remove panel from the Grid: Right-click a dimension or dimension value. From the popup menu, click Add/ Remove Values.
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Drilling down
Drill down is an operation that expands the levels of a dimension. When you drill down one level, you expand the dimension values to include those at the lower level. The values at this lower level are known as the children of the higher level value, called the parent. You can drill down until you have reached the bottom of the hierarchy; at that point, the Drill Down command is dimmed on the popup menu. To drill down on a dimension: 1. Right-click the dimension or one of its values. A popup menu appears. 2. From the popup menu, select a drill down command. Command Drill Down on Selected Occurrence Drill Down on all Occurrences
TIP To drill down on all occurrences, double-click a dimension. To drill down on a selected occurrence, press Ctrl and double-click a dimension.
Action expands the dimension by only one level below the selected dimension or value. expands the dimension by one level below all the selected dimensions or values.
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Drilling up
Drill up is an operation that collapses the levels of a dimension. As a result, the values in the levels below the current value are no longer visible. You can drill up until you have reached the top of the hierarchy; at that point, the Drill Up command is dimmed on the popup menu. To drill up from a dimension: 1. Right-click the dimension or one of its values. A popup menu appears. 2. From the popup menu, select a drill up command. Command Drill Up on Selected Occurrence Action collapses the dimension by only one level below the selected dimension or value.
Drill Up on all Occurrences collapses the dimension by one level below all the selected dimensions or values.
TIP To drill up on all occurrences, press Shift and double-click a dimension. To drill up on a selected occurrence, press Ctrl + Shift, then double-click a dimension.
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Option selection
Description Lets you manage the length of the values displayed in the Grid.
Displays the values' short labels. Displays the values' long labels. Displays the values as they are defined in the database. Lets you manage the way undefined values appear in the Grid. Displays the text that appears in the Grid when undefined values occur. To change the current text, highlight the text then type the new text.
Limit number of Lets you set a limit for the number of dimension dimension values to retrieve in the Grid or filter values when a dimension without hierarchies is inserted in the Grid. Lets you limit the quantity of data retrieved from the server. Warn if number Displays a warning message when you of rows attempt to retrieve more than the specified exceeds number of rows of data. Enter the desired number in the text box. Warn if number Displays a warning message when you of cells attempt to retrieve more than the specified exceeds number of cells. Enter the desired number in the text box. Array fetch size Lets you specify the size of the packets of rows to retrieve.
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Option selection
Description Lets you customize the filters you applied in the OLAP Panel.
Fetch only current filter values Fetch all filter values but display only current values
Filters the data on the dimension value(s) currently displayed in the Filters box of the OLAP Panel. This is the default option. Retrieves all the values in the filters but the report shows only the values currently displayed in the OLAP Panel Filters box. Though you cannot see some of the values in the report, you can still use them in the report.
Fetch and Retrieves and displays all the values of the display all filter filtered dimensions. Thus, you deactivate the values filter but can reactivate it later by editing the data provider.
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Option selection
Description Select the section of the OLAP Panel to which you want to apply the font: Filters, Down Edge, Across Edge, or Grid. Changes the font of the text and numbers in the selected section of the panel. Select the font you want, or type the name of the font in the box above the list. Changes the style of the text and numbers in the selected section of the panel. Select the style, or type the name of the style in the box above the list. Changes the font size of the text and numbers in the selected section of the panel. Select a font size, or type the size you want in the box above the list.
Font
Style
Size
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Option selection
Description Changes the color of the text and numbers in the selected section of the panel. Double-click the box to display the color palette. Select one of the standard colors displayed, or create your own custom color by clicking Define Custom Colors.
Effects
Underline Strike
Adds a line under the text and numbers in the selected section of the panel. Adds a line through the characters in the selected section of the panel. Shows a sample of text formatted with the settings you have selected. Applies the settings you have chosen to the text and numbers in the selected section of the panel. The OLAP Panel Options dialog box remains open. Lets you restore the default font settings of the selected section of the panel.
Preview Apply
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OLAP Panel
The illustration above shows a populated Express grid and the BusinessObjects master/detail report generated from it.
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Example of server values and local values in a report In the report below, two sets of totals are shown: local values and server values. The upper totals are local values. These aggregates are the sum of the profits by quarter for western cities displayed in the report. The lower totals are server values. These aggregates are the sum of the profits by quarter for the cities in all the regions, not just the western cities.
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Index
A
Add/Remove panel adding values 37 purpose 36 removing values 38 dimensions adding values 37 changing properties 34 defined 24 in BusinessObjects reports 47 moving 31 removing values 38 swapping 31 documentation CD 7 feedback on 8 on the web 7 printed, ordering 7 roadmap 7 search 7 Documentation Supply Store 7 drilling in the OLAP Panel 39
B
Business Objects consulting services 9, 11 documentation 8 Documentation Supply Store 7 support services 9 training services 9, 11
C
connecting to Express server for a new report 16 from existing report 20 consultants Business Objects 9 creating reports 47 customer support 9
E
education see training Express server connecting to 16 defined 21
D
data retrieval option 43 Database Objects box purpose 23 viewing modes 25 demo materials 7 Developer Suite 8, 10 dimension value label option 43 dimension value, defined 24
F
feedback on documentation 8 filters adding dimension values 33 applying 33 drilling on 33 in BusinessObjects reports 47 options 44 purpose 26, 33 removing a value 33 removing dimension values 33 font settings 45
Index
52
G
Grid defined 26, 31 drilling down 39 drilling up 40 drop points 26 illustrated 26 moving dimensions 31 moving measures 31 populating 31 purpose 26 removing measures 32 resizing columns 32 resizing rows 32 swapping dimensions 31 working with 31
options data retrieval 43 dimension value labels 43 filters 44 fonts 45 general 42 undefined value labels 43
R
reports creating 47 structure mapping 47 viewing the structure 49
S
search documentation 7 server values 49 support customer 9
K
Knowledge Base 10
L
level, defined 24
T
Tips & Tricks 8 toolbar buttons, described 27 training on Business Objects products 9
M
measures defined 24 in BusinessObjects reports 47 moving 31 removing 32 multimedia quick tours 8
U
undefined value label option 43
V
values. server 49
O
OLAP Panel defined 21 drilling 39 toolbar 27 Online Customer Support 9
W
web customer support 9 getting documentation via 7 useful addresses 10
Index