PTS BI11g Advanced Workshop October 2010

Oracle Business Intelligence 11g
Advanced Workshop
PTS Delivered Workshop Students Lab Book

PTS: Oracle Business Intelligence 11g Advanced Workshop
Page | 1
Authors Jignesh Mehta Naresh Nemani
Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 USA Worldwide inquiries: Phone: +1 650 506 7000 Fax: +1 650 506 7200 www.oracle.com Oracle is the information company Oracle is a registered trademark of Oracle Corporation. Various product and service names referenced herein may be trademarks of Oracle Corporation. All other product and service names mentioned may be trademarks of their respective owners. Copyright 2010 Oracle Corporation All rights reserved.
PTS Workshop: BI11g Advanced: Installing OBIEE 11g
Page | 2
Table of Contents
Lab 1: PTS OBIEE 11g Advanced Workshop Setup ........................................ 4 Lab 2: OBIEE 11g Installation and Configuration for the Workshop.............. 5 Lab 3: Advanced Reporting, Master Detail Linking ....................................... 31 Lab-4: Deploying SampleApp RPD and Webcat on BI 11g ........................... 40 Lab 5: Building Report with BI Publisher ...................................................... 54 Lab 6: Working with Action Framework ........................................................ 95 Lab 7: Building Advanced Hierachies ......................................................... 112 Lab 8: Creating Scorecards and KPIs ........................................................... 131 Lab 9: Working with XML API ....................................................................... 149
Page | 3
Lab 1: PTS OBIEE 11g Advanced Workshop Setup
Oracle BI 11g High Level Architecture

Oracle BI Domain
WebLogic Domain Admin Server
Admin Console Enterprise Mgr
Managed Server
Action Service
Web Service SOA
BI Office BI Plugin
BI Publisher Security
Node Manager
Oracle BI System Components

BI Server BI Scheduler BI Presentation Server BI Java Host
Cluster Controller
OPMN
Supporting Database Schemas (Created by RCU)
What is not installed/available during this Workshop: Since we are simplifying workshop environment with XE database, following objects are not installed. - Data Mining Objects - Spatial Data Sets - Essbase Components You can download and install full scale SampleApp objects from OTN after the workshop, as we will be covering all the topics for learning even though some of the objects are not feasible to install during workshop.
PTS Workshop: BI11g Advanced: Workshop Environment
Page | 4
Lab 2: OBIEE 11g Installation and Configuration for the Workshop 2.1 Database Installation and Configuration
This section will guide you to install Oracle database XE on your local machine. We will be using XE database during the workshop to minimize memory and space requirements because XE database is good fit for learning purpose. In practice, you can install Oracle Database of enterprise or standard edition to take full advantage for data types like spatial data or features like OLAP. If you have XE database already installed on your machine, you can skip to section 2.1.2, else please continue to install XE database. Pre-requisites: Only Windows platform of 32 bit OS is supported for this workshop. If you have 64 bit OS, make sure to have XP 32 bit mode available. Minimum of 4GB RAM required, 3 GB RAM would work but, system would be slow. Do not use any directory name with space while installing/working with Oracle DB and BI11g. Labs are designed to give you experience with BI11g installation and new features, which should enable you to install and learn from full scale SampleApp on enterprise database. Labs are optional during workshop, as we will be covering material with great extent on new features and infrastructure.
2.1.1 Installation of XE Database You can download XE database from OTN site using following url. XE DB Download: http://www.oracle.com/technetwork/database/expressedition/downloads/index.html Download XE Universal Edition: (Make sure you download and install universal edition) http://download.oracle.com/otn/nt/oracle10g/xe/10201/OracleXEUniv.exe You can learn more about XE database: XE DB Info: http://www.oracle.com/technetwork/database/express-edition/overview/index.html
PTS Workshop: BI11g Advanced
Page | 5
Once downloaded, start XE database installation process by double clicking exe file.
Continue by clicking Next, Accept Agreement and click next again:
Page | 6
Accept default setting for installation folder and continue by clicking Next.
Make sure to enter password as Admin123 . We will be using the same password for database installation as well as BI11g installation for simplicity and minimized configuration.
Page | 7
Click install to complete the installation.
Page | 8
Once installation completes, XE database starts automatically and by default will be enabled as a service on windows. Click finish with enabled check box for launching database home page.
Default port for XE database is 8080, you can lauch database home page from Program Files menu as well: http://127.0.0.1:8080/apex/
PTS Workshop: BI11g Advanced Page | 9
Login with username sys and password Admin123 to verify installation. Logout to continue with next section.
2.1.2 Configuring XE Database for BI11g Installation Open command prompt and type > sqlplus sys as sysdba Enter password when prompted: Admin123
We will need to change sessions and processes parameter values for XE database for leveraging it for BI11g installation. Run following two commnads to display default values that we will modify. SQL> show parameters sessions SQL> show parameters processes
Page | 10
Lets change sessions value to 250 and processes value to 250 as well by running following commands. SQL> alter system set sessions=250 scope=spfile; SQL> alter system set processes=250 scope=spfile;
Exit from sqlplus by typing exit at sql prompt. We have now configured XE database with more number of sessions and processes to be usable for BI11g.
2.2 Installing BI11g Metadata Schema

BI 11g is now standardized with Oracle fusion middleware and hence leverage database for metadata storage just like any other middleware product. This section will
guide you to install BI11g metadata schema on XE database you just installed and configured. Same process can be leveraged to install metadata schema on other supported databases as well. If you have not done already, please download BI11g installation files and Metadata installation files. Please make sure you download following files: Download page:
http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/downloads/bus-intelligence-11g165436.html
Download for Windows 32 bit only version of four zip files for BI installation and one zipfile for RCU (Repository Creation Utility) Installer as shown below:
Unzip four zip files of BI installation into single parent folder and unzip RCU zip file into different parent folder. We will first install metadata schema using RCU.
Page | 12
From unzipped folder for RCU, run rcu.bat file to start the utility: rcu.bat file is located under RcuHome\BIN dir
RCU utility will launch the GUI based wizard to guide you through the steps. Click Next to continue.
Page | 13
Select create and click Next
Make sure database type is Oracle Database and enter following information to continue. Host Name: localhost Port: 1521 Service Name: XE Username: sys Password: Admin123
Since we are using developer database like XE, RCU shows warning message that we can ignore for workshop purpose. Click ignore to continue.
Click Ok to continue once RCU validates and initializes database configuration.
Make sure to select Business Intelligence Schema on selection page. This will also selects MDS schema automatically. Makes sure you selection is exactly what is show in the image below otherwise you will run into installation issues since we are using XE for workshop purpose.
Keep Create a new Prefix to DEV.
Page | 15
Click next to create schema and the click OK once RCU shows schema creation prerequisites check completed.
Page | 16
Enter password for both the schema as Admin123 and click Next to continue.
Click Next again to have RCU create the selected schemas
Click ok to continue creation of tablespace.
Page | 17
Once tablespace created, click OK to continue.
Now RCU will create required schema objects within the tablespace just created. Click Create and continue
Page | 18
Click close to finish RCU wizard once schemas are created successfully.
Make a note that we have used Admin123 as a password for all the users/schemas so far and we will continue to use the same password. We will need this password for BI installation as well to let BI installer knows where the metadata schemas located and what is the password to connect to the schema. Next section, we will install BI11g.
Page | 19
2.3 Installing BI11g

From unzipped folder for BI installer, double click on setup.exe to launch BI11g installer. BI 11g, again, just like other Oracle products, uses standardized Universal Installer. (Note: If you are on win 64 bit OS, run setup.exe from <BISHIPHOME>\Disk1\install\win32\setup.exe).
Click Next to continue with installation process once Installer comes up.
Page | 20
We will use simple installation type so that BI 11g Installer will install and configure all the required components with default settings. Make sure to select Simple Install and click Next to continue.
Page | 21
Click Next to continue, once prerequisite is checked on next screen.
Select installation directory. Please type C:\BI11g and continue. Installer will create new directory if does not already exists.
Enter weblogic as a username and Admin123 as a password to continue. This is default administrator user for BI environment which includes weblogic server and BI systems.
Keep default components selected and continue to installation.
Now we will provide information on database schema where we installed BI metadata. Enter connect string as localhost:1521:XE BIPLATFORM Schema is DEV_BIPLATFORM
BIPLATFORM Schema password is Admin123 Click Next to continue.
Uncheck the box for receiving updates through email and continue. Click Yes when prompted for conformation on not providing email address.
Page | 24
Click Install to have BI 11g installation process started.
Installation process takes time to complete full installation and configuration. Since we are installing on a local machine, minimum of 3 GB RAM is required to have
installation completed successfully. Take a lunch and come back to see installation completed!
Click Next when configuration is done.

You can save the information on text file if you want and click Finish to lauch BI in a browser.
Page | 27
Once browser comes up with Business Intelligence 11g login screen, you can validate the installation by login with username weblogic and password Admin123.
Open QuickStart Dashboard from Dashboard drop down to see sample reports.
Page | 28
Following are URLs for the BI environments that we will use throughout the workshop. a. BI Analytics: http://localhost:9704/analytics b. Enterprise Manager for BI: http://localhost:7001/em Admin123 ) ( weblogic /
EM shows availability of the components and allows for managing BI environment. Logout once you verified the EM login.
c. Weblogic Server: http://localhost:7001/console/login/LoginForm.jsp Username / password: weblogic / Admin123
Page | 29
You can manage weblogic domains and security providers for BI through weblogic server control Administration Console. Logout once you verified domain information.
d. Program Files -> Oracle Business Intelligence -> Administration Tool Administration Tool allows for building and managing business model for the BI environment. We will explore Admin Tool later in a workshop. Note: This concludes BI11g installations. Since we are using local machine based installation, before you shutdown your machine, please make sure that you shutdown BI services gracefully by selecting Stop BI Services from Program Files -> Oracle Business Intelligence Menu. When you need to use BI environment again, make sure XE database is running, and then start BI services from menu again. You have to supply weblogic as user name and Admin123 as a password during startup and shutdown BI services.
Lab 3: Advanced Reporting, Master-Detail Linking

Goal: Create Analyses, Master-Detail linking and Custom Groups. Solution: Create an Analyses report with pivot table, bar graph. Format and modify the compound layout components for master detail linking and add selection steps for grouping data. Instructions: 1. Access Oracle Business Intelligence Presentation services from the browser. 2. Enter the following in the browser http://localhost:9704/analytics User name: weblogic Password: Admin123 3. In the Home page, click Analysis in the Create section to navigate to the Analysis Editor 4. In the Select Subject Area pop-up, click Sample Sales Lite. The Sample Sales Lite subject area appears in the Subject Areas pane in the Analysis Editor. 5. Select the following columns from the Sample Sales Lite Subject area. Double click on each column to appear on the criteria section. Table Column Products LOB Times Per Name Year Base Facts Revenue Offices Organization 6. Verify your criteria same as the below image
7. Click on the Results tab visible on top left corner. Remove the Table view click on the X icon as shown below from the compound layout.
Page | 31
8. Add a pivot view to the compound layout as shown in the below image.
9. Click on the Edit icon (pencil) to modify the pivot table
10. Under the layout section drag LOB from Rows to Column area, Click on the sum icon on the Rows area and select after to display grand total.
Page | 32
11. Click Done now your compound layout should be similar to the below image
12. Click on Criteria tab , select the Per Name Year properties and choose
column properties 13. Select the Interaction tab, For Value choose Send Master Detail , Enter MDY03 for channel
Page | 33
14. Go to Column Format tab, Check Custom Headings and rename the column
to Year click ok. 15. Click on the Results tab, Add a Bar (graph) view to the compound layout
16. Click on Edit icon (pencil) to modify the graph view
17. Under layout section, Drag Year to Sections area and select Display as slider. Drag the LOB on top of Vary Colors By (Horizontal axis). Your Layout should be similar to the below image.
Page | 34
18. Click on the graph properties
19. Check zoom options for X and Y axis, enter MDY03 for event channel. Click OK and click done.
Page | 35
20. Graph view should be similar to the below image
21. Click on the preview icon, to confirm the master-detail events. Click on the year column from the pivot table and below graph should display the corresponding year and their results.
Page | 36
22. Expand the Selection Steps section, Add a new step for Organization create a new group as shown in the below image.
23. Create a Sales group select the first three organization as shown in the below image and click ok.
24. In step 3 then select Members
Page | 37
25. Select Remove Action and choose the first three organizations and click ok.
26. Create another group Development similar to Steps 22, 23, 24 and 25. Select the last three organizations in this group. After creating this group remove the last three organizations, Verify your steps with the below image.
27. Save Your Analysis as Organization Revenue under My Folders. 28. Click on the preview icon the results should be similar to below image. You should able to zoom in/out on the graph. The other cool feature is you can change the view of the pivot table from the dashboard no need to edit it from analyses. Drag the year or Organization column on top of the revenue. The results are aligned based on your customization.
Page | 38
Page | 39
Lab 4: Deploying SampleApp RPD and Webcat on BI 11g 4.1 Move SampleApp Files
This section will guide you to install SampleApp BI Application. The process is design to help you understand and experience BI deployment structure and manageability. We will deploy SampleApp web catalog, rpd and related configuration files including users migration. Make sure you have shutdown your BI Services before continue with this step, we will start BI services later in the section 4.1.1 SampleApp Webcat Please unzip Student_SampleApp\SampleApp_webcat.zip into following folder: C:\BI11g\instances\instance1\bifoundation\OracleBIPresentationServicesCompon ent\coreapplication_obips1\catalog
4.1.2 Sample XML Data Source Copy Student_SampleApp\Files_To_Copy\SAMP_XML_TARGETS_F.xml into: C:\BI11g\instances\instance1\bifoundation\OracleBIServerComponent\coreappli cation_obis1\sample\SampleAppFiles\Data 4.1.3 Resource Files for SampleApp Copy all the contents within Student_SampleApp\Files_To_Copy\analyticsRes into: C:\BI11g\instances\instance1\bifoundation\OracleBIPresentationServicesComp onent\coreapplication_obips1\analyticsRes
Page | 40
AnalyticsRes folder contains all the custom files (custom images, writeback templates) that are consumed by SampleApp dashboards and reports. If some of the subfolders already exist within analyticsRes folder on your system, increment their content with the files from this SampleApp deployment.
4.1.4 Copy currency configuration file Copy file Student_SampleApp\Files_To_Copy\userpref_currencies.xml into:

(override existing file if any)
C:\BI11g\instances\instance1\config\OracleBIPresentationServicesComponent\ coreapplication_obips1
FYI, this file contains currency code setup examples for SampleApp currency showing reports
4.1.5 Copy and Edit Configuration Files Copy file: NQSConfig.ini file from Student_SampleApp\Files_To_Copy folder into C:\BI11g\instances\instance1\config\OracleBIServerComponent\coreapplication _obis1 Open File in notepad and make changes mentioned below, save file and close it: C:\BI11g\instances\instance1\config\OracleBIPresentationServicesComponent\ coreapplication_obips1\instanceconfig.xml Make sure to add red tags into the file, within the existing <ServerInstance> tag : <ServerInstance> <LightWriteback>true</LightWriteback> ... <ps:Catalog xmlns:ps="oracle.bi.presentation.services/config/v1.1"> <ps:UpgradeAndExit>false</ps:UpgradeAndExit> <ps:UpdateAccountGUIDs>UpdateAndStartNormally</ps:UpdateAccountGUIDs> </ps:Catalog> </ServerInstance>
4.2 Create Database Contents for SampleApp

Open a command window; go to the directory Student_SampleApp\DB_Objects Type sqlplus to connect to XE database with system privileges: > sqlplus sys as sysdba Enter password: Admin123 Run the script BISAMPLE_USER.SQL located in the same directory.
Once executed, verify that you can successfully connect as BISAMPLE user: > sqlplus BISAMPLE/BISAMPLE
> exit; From command prompt from the same DB_Objects directory, run following command: > imp BISAMPLE/BISAMPLE@XE file=BISAMPLE_10g.dmp FULL=Y We completed creating schema and data needed for SampleApp BI Application.
4.2 Deploy Resources, Users, RPD and, Webcat

4.2.1 Deploy SampleApp Resources Note: If you have BI installed in any other directory than C:\BI11g then, open rpd in offline mode (password: Admin123). Open Manage -> Variables menu and make sure that repository variable BI_EE_HOME has correct BI install dir. Save the rpd and close the Admin Tool. Start BI Services from Program Files -> Oracle Business Intelligence -> Start BI Services. Provide username weblogic and password Admin123 when prompted.
Login onto http://localhost:7001/console using your Administrator credentials created during platform install. Navigate to deployments area.
Click on the Install button in the deployments area to install a new web application. (If Install button is not enabled, click on Lock & Edit on the left frame).
Page | 43
In the Install Application Assistant dialog, provide the path and click next. C:\BI11g\instances\instance1\bifoundation\OracleBIPresentationServicesCompon ent\coreapplication_obips1 This should give the option to select analyticsRes as a valid application to deploy. Select analyticsRes and click on Next.
In the next screen, choose the default option Install this deployment as an application and click Next.
Page | 44
Choose bi_server1 as the deployment target and click Next.
In the next screen, under the Source Accessibility section, choose: I will make the deployment accessible from the following location.
Click Finish. In the deployment screen, confirm that the new application called analyticsRes is now available.
Click on Activate Changes.
Page | 45
Once this completes, start the deployment called analyticsRes.
4.2.2 Import FMW Users This step is required in order to have most of the SampleApp features to work. Make sure the FMW import happens properly on your environment. Open the weblogic Administration console: http://localhost:7001/console (username/password: weblogic / Admin123)
From home screen, click on Security Realms link.
Then drill on myrealm.
Page | 46
Go to the migration page tab. Go to the Import tab.
In the 'Import Directory on Server', point to the directory Student_SampleApp\FMW_Users_Definition For example:- C:\Student_SampleApp\FMW_Users_Definition. Click on Save
This should import all the SampleApp users into your environment. To confirm it, click on Users and Groups tab.
Verify that you can see the new users like abell, etc created now. You should be able to login using any of these users in OBIEE.
Page | 47
4.2.3 Deploying RPD and Webcatalog Login to the EM administration screen using the url http://localhost:7001/em Expand 'Business Intelligence' node on the left and choose Coreapplication.
Now click on the Deployment tab on the right. Next, go to the Repository tab.
Click on 'Lock and Edit Configuration' to enable you to change the default settings.
In the 'Upload BI Server Repository' section, click on the Browse button and locate the SampleApp.rpd from directory Student_SampleApp. Enter Admin123 as the password (this is the offline password for SampleApp.rpd) Keep on the same configuration screen to update webcat selection Change the catalog at the end of the path to SampleApp in a catalog text box: $ORACLE_INSTANCE/bifoundation/OracleBIPresentationServicesComponent/$C OMPONENT_NAME/catalog/SampleApp Click on Apply (top right corner of screen)
Visit the Capacity Management on the same page and uncheck the Cache box.
Click on 'Activate Changes
To restart BI components to take effect of changes we made, Expand 'Business Intelligence' node on the left and choose Coreapplication.
Click on the Overview Tab,
Click on blue button to Restart under the Manage System category, middle of screen, Click yes on dialog box to confirm the move. Wait for message that confirms successful restart.
Page | 49
Following screen shows SampleApp dashboard of index page, this page allows you to navigate to various reports/dashboard pages to explore more about OBIEE 11g features and its explanation on how to implement such feature. BI 11g Home page:
BI 11g SampleApps Index Dashboard:
Page | 50
4.3 Configuring BI Publisher Data Sources

1. Login to sqlplus as sysdba from a command window and execute following statement to unlock hr schema that we will use later for BI Publisher Lab. > sqlplus sys as sysdba # password: Admin123
> alter user hr identified by hr account unlock;
2. Login to BI Analytics as a weblogic user and Click on Administration link on top right of the page, you will be presented with BI Presentation Server Administration UI. Click on Manage BI Publisher link within BI Publisher section.
Page | 51
3. Click on JDBC Connection link under Data Sources section.
4. Click on Add Data Source button and enter following information for first data source that connects to hr schema: Data source Name: HR Driver Type: Oracle 10g
Replace connect String after @ sign with: localhost:1521:XE Type in username/password as: hr / hr Click on Test Connection to verify and then click on Apply button.
Page | 52
5. Lets add one more data source that connects to BISAMPLE schema. Click on Add Data Source button and enter following information for the data source that connects to BISAMPLE schema: Data source Name: BISAMPLE Driver Type: Oracle 10g
Replace connect String after @ sign with: localhost:1521:XE Type in username/password as: BISAMPLE / BISAMPLE Click on Test Connection to verify and then click on Apply button.
You can see Publisher Report by visiting Dashboard index 6.1 Published Reporting:
Page | 53
Lab 5: Building Reports with BI Publisher 5.1 Creating a Data Model

In release 11g, Oracle BI Publisher introduces the Data Model Editor, a graphical user interface for building data models within the BI Publisher interface. It enables you to perform the following tasks:

Create Data Sets - Access data from a wide range of sources: RDBMS, OLAP, WebServices, BI Analyses, XML files, Excel and others. Query data Build SQL or MDX queries to extract data from relational or multidimensional (OLAP) data sources. Structure data Define master-detail relationships between data sets to group data at multiple levels to optimize document generation. Aggregate data Create group level totals and subtotals. Customize data Modify data field names to conform to business terms and reporting requirements. Create calculations Compute data values that are not stored in the underlying data sources that are required for reporting. Advanced tasks Define parameters and lists of values (LOV), triggers, and other advanced elements as required by reports and report users.
In this topic, you are guided to create Data Model based on SQL query using the JDBC connection you defined in the previous topic. Also, you will learn how to add parameters and LOVs to the data model.
Defining Default Data Source, and Output Options

5.1.1. Note: Before starting the creation of Data Model, you will first create a folder to save all your objects such as reports, data models and so on. In the Home page, click Catalog link under the Browse/Manage section. In the Catalog page that is displayed, select the My Folders node, click the New icon on the tool bar.
Page | 54
Select Folder from the drop-down menu to create a new folder.
Enter Learn as the name of the folder, (optionally enter a description), and click Create.
You can see that the folder gets listed in My Folders. 5.1.2. Now, you can invoke the Data Model editor in one of the following ways
From the Home page Create section, select Data Model. From the Catalog page, click New icon and select Data Model from the dropdown menu.
Page | 55
5.1.3. Observe the Data Model Properties page that is displayed on the right. Select a Default Data Source (that points to the OE schema in your database). Optionally, add a description to the data model.
Page | 56
Note:
Ensure that in the XML Output Options, Include Parameter Tags is checked, and Include Empty Tags for Null Elements and Include Group List Tag check boxes are not checked. For defining the Default Data Source, you can also edit the default demo data source to point to the HR schema in your Database, and use it. Also, note that on the Properties page you can set many options in addition to specifying a default data source. For example, you can specify DB default package, and DB fetch size (the data engines default is 300), XML output options based on what XML tags you require in the resulting XML output.
5.1.4. To save the data model with a name, click Save As icon found at the top right corner of the page.
Navigate to the folder that you want to save the data model object ( Learn in this example), enter an appropriate name for the Data Model , and click Save.
Page | 57
5.2. Creating a SQL Query Data Set with Parameters and LOVs
1 From the Data Model task pane on the left, select Data Sets.
2 From the Data Set drop-down menu, select SQL query as the type of data set.
3 In the Create Data set -SQL dialog box that appears, enter an appropriate name for the data set, accept the default data set option (as you have already
defined it in the Data Model), and click Query Builder to create a query.
4 The Query Builder window appears displaying the HR schema objects on the left side. Click DEPARTMENTS and EMPLOYEES tables to add them to the Model canvas on the right.
5 Now, define a join between these two tables as follows: Click the box beside DEPARTMENT_ID column in the DEPARTMENTS table. Similarly click the box beside DEPARTMENT_ID column in the EMPLOYEES table. (These boxes, when marked for joins turn light gray.) Also note that a fine line joining the tables appears in the Model canvas.
Page | 59
4.2. Select the following columns from the tables (by selecting the check boxes 6 beside the column names): -Select DEPARTMENT_NAME from the DEPARTMENTS table -Select FIRST_NAME, LAST_NAME, HIRE_DATE, and SALARY columns from the EMPLOYEES table (See the screen below)
Page | 60
Click the Conditions Tab . Change the column names and remove "_" to have more appropriate aliases. Change the aliases for the columns as below: 7

DEPARTMENT_NAME to DepartmentName FIRST_NAME to FirstName LAST_NAME to LastName HIRE_DATE to HireDate SALARY to Salary
8. Also, type "IN (:P_DNAME)" in the Condition field for the department name column, as shown in the screen below . This will define a parameter P_DNAME on the department name column.
Note: The IN condition is being used here for the parameter to accept All or
Multiple values for the department name column. The aliases and display names can be changed in the Data Model page, either in the Diagram or in the Structure too:
9. Click Results to see how the query results appear in Query Builder.This will prompt you to enter a department name for the parameter, enter Sales and click OK.
Page | 62
View results. Click Save to save the query.
10. This takes you back to the Create Data set -SQL dialog box, and observe that the query you created is reflected in the SQL Query area. Enter an appropriate name such as Emp_DataSet, and click OK to add this data set to your data model.
Page | 63
11. A message asks whether you want to create a bind variable. Click OK. to create the parameter
Note that the parameter created is listed on the left under Parameters node in Data Model:
Page | 64
Every time you make changes to the Data Model (changes to the data set, adding parameters or any other changes), click Save icon (found at the top right corner) to save the Emp_DM data Model . 12. In the Data Model pane, click List of Values node. In the List of Values pane click the + sign to Create new List of Values. Select the following Options: Enter DepName as the Name of the LOV Select SQL Query as the Type from the drop-down list Ensure that HR is selected as the Data Source Click Query Builder to define the query that returns department names for the LOV Save the Data Model.
Page | 65
13. In the Query Builder page, select DEPARTMENT_NAME from the DEPARTMENTS table. Click Save.
Click Save to save the Data Model. The query for the LOV should look like this:
14. Now, set the properties for the P_DNAME parameter to use this LOV: Select P_DNAME parameter listed under the Parameters node. Enter Default value as * (the character star) , and select Menu as the Parameter Type (the default parameter type is Text).
Page | 66
15 Ensure that DepName is selected as the List of Values for the parameter. Ensure that Multiple Selection, Can select all, and All Values Passed options are selected. (These options allow you to select all / multiple values for the department.) Also, change the Display Label to an appropriate one like- Department:
Click Save to save the Data Model. 16 You can edit the query manually further to concatenate Last Name and First Name columns as Employee Name. Edit the query to look like this: Select DEPARTMENTS.DEPARTMENT_NAME as "Department Name",
EMPLOYEES.FIRST_NAME || ' '||EMPLOYEES.LAST_NAME as "Employee Name", EMPLOYEES.HIRE_DATE as "Hire Date", EMPLOYEES.SALARY as Salary from OE.DEPARTMENTS DEPARTMENTS, OE.EMPLOYEES EMPLOYEES where DEPARTMENTS.DEPARTMENT_ID=EMPLOYEES.DEPARTMENT_ID and DEPARTMENTS.DEPARTMENT_ID IN (:P_DNAME) Click OK and save the data model. The query should look like this in Query Builder:
Note: Once you edited the query manually, you will not be able to edit in the Query Builder.
Page | 68
5.3 Viewing the XML Output and Saving the Sample Data
1. You may have observed that In the current version of the BI Publisher, you can preview the XML data for the data model. Click the XML icon (found at the right top corner of the page), to see the XML output for the data model you defined in previous topic.
Note that All is selected for the Department parameter (as this is the default value ). Select All for the number of rows, and click Run to see the XML data output for all the departments: ( A portion of the XML data is displayed here in the screen)
Page | 69
2. To save this as sample data, click the Open Menu drop-down list icon, and select Save as Sample Data.
You can see that the sample.xml is listed in the Sample Data section of the Data Model ( as shown below):
Note: It is very important to save sample data for a data model, else when creating Layouts, the previews do not appear correctly. You can select various values (multiple/ single) for Department to see the data. You can
also restrict the number of rows that you want to see:
Page | 71
5.4 Creating a Report

In this topic, you learn to create a report using the Data Model that you defined in the previous topic. You also create a simple layout using Layout Editor, and edit parameters. Note: The steps in this topic are all continuous, so do not close any window or logout from BI Publisher unless you are asked to do so. 1. If not logged in, login into BI Publisher, and go to My Folders> Learn folder in Catalog pane. Click New (found at the top left corner of page) to see the drop-down menu and click Report to create a new report.
2. Navigate to My Folders> Learn. Select Emp_DM data model and click Open.
Page | 72
It displays the options to create, use a shared template, or upload a report layout. Select Blank (Portrait) under the Basic Templates section to create a simple report layout.
Page | 73
Note: You can define a Layout for the report at the time of creating report, or create it at a later point of time. Creating report layouts using the Layout Editor is covered in detail in the next topic.
3. This opens Layout Editor, with a blank page:
Page | 74
4. Click Insert > Data Table from the menu to insert a data table in the layout page.
5. Select and drag the elements in the following order from the Data Source pane to the [Drop a Data Item Here] area of the table:
DEPARTMENT_NAME EMP_NAME HIRE DATE SALARY
As you drag an element, position each successive item directly to the right of the previous element and release to create each column, so that the data table, after adding all the columns it looks like this:
Page | 76
6. Click the Save icon found on the top right corner to save this layout. Enter Default Layout as the name of the layout, and click Save.
Page | 77
7. This brings you back to the Layout Editor. Click the Preview icon drop-down list (highlighted in the screen) to preview the data in Interactive format (this is also the default format).
Note: You can perform sorts and selection interactively here. Close the Interactive Viewer.
Page | 78
8. .Click Return in Layout Editor to return to the Edit mode of the report. Observe the various links on this page that will help you edit the data model, parameters, properties, and layouts for the report. You can also display the layouts as Thumbnails or as a List.
Note: Parameters link is displayed, only when the data model you selected for a report has parameters defined.
9. Click Save icon (found at the top right corner of the page) to save the report. (You can also click Save As icon ).
Navigate to My Folders> Learn. Enter Employee Salaries By Department as the report name and click Save.
Page | 79
10 Click the Parameters link and it shows the details for the parameters. You can make changes to the parameter values. Also, you can opt to show or not to show the parameter in the report. Clear the Show check box not to show the parameter. Note: The report parameters are edited here not to show them in layouts. (This is not mandatory, but this is being done here to depict all the data in the layout graphs that you will create in the next topic.)
Page | 80
5.5 Building a Layout Using Layout Editor

Release 11g of Oracle BI Publisher introduces an online Layout Editor, a design tool to create and publish report layouts from within BI Publisher interface. The Layout Editor provides an intuitive drag-and-drop interface for adding common components to your report layout from within your web browser. The Layout Editor uses the sample data in the data model to immediately populate your layout components with report data during design-time. It also provides many advanced features to fully customize your reports. The Layout Editor provides a new Interactive output type in addition to output types like PDF, RTF, Excel, PowerPoint, and HTML. Interactive output enables lightweight interactions with the report data from within the browser such as Excellike filtering and sorting of tabular data with fixed headers and footers In this topic, you will design a layout with graphs and using the Layout Editor, for the Employee Salaries by Department report that you created in the previous topic.
Launching the Layout Editor and Adding a Grid Layout

1. Click Return to return to the Edit mode of the report. (If the report Now, click Add New Layout link to create a new layout for the report.
Page | 81
2. The Layout Editor is invoked, and displays the available Basic and Shared templates (templates for report layouts) to choose from.
It displays the options to create, use a shared template, or upload a report layout. Click Blank (Portrait) from the Basic Templates section to manually design the layout.
Page | 82
Note: It is a good practice to use Pre-built templates for reports because:

They encourage consistent look and feel for layouts They make report authors much more productive by taking care comment of elements like headers and footers.
However, here a blank portrait is being used to show how to create a template from scratch.
3. This shows blank page (portrait) in Layout Editor . Click Layout Grid to insert a grid.
In the Insert a Layout Grid screen, enter 2 as the number of rows and 2 as the number of columns for the grid. Click OK.
Page | 83
(You will add various report components such as charts, tables, and pivot tables in the grid rows and columns in the next subtopics.) Note: Using Layout Grids to control pixel perfect placement of objects in the layout is a best practice.
4. The layout grid with 2 rows and 2 columns is added:
Now, merge the cells in the second row. Use <CTRL> key to select both the cells in the second row of the grid, (when the cells are selected, the color turns yellow) click Join Selected Cells option available in the Layout Grid menu.
Page | 84
5.6 Working with Charts

1. Select the first cell in the first row of the grid layout, and click Chart from the Insert menu in the ribbon.
This action inserts a chart template with prompts as shown below:
Page | 85
2. From the Data Source pane on the left
Select and drag the SALARY element to the Drop Value Here prompt in the empty chart Next, select and drag the DEPARTMENT_NAME element to the Drop Series Here prompt.
Page | 86
This would populate the chart with some sample data.
Page | 87
3. Next, change the Properties of the SALARY element in the chart to average the value.
To do this, first select the SALARY item in the chart, then click the drop-down menu next to Summation under Formula, and select Average from the drop-down menu.
The chart changes to reflect the average salaries by department.
You can leave the default style for the chart or select from the supported chart styles.
Page | 88
To add a title for the chart, first, Add a row above this chart in the grid layout. Select any of the grid cells in the first row, and click the Add a Row Above icon.
Now select the cell right above the chart, and click Insert tab , and then click Text Item.
Page | 89
4. Next, add a title for the chart. Double click the text item to select it, then click again to edit it.

Delete the default text and type Average Salary by Department as the Title. Select the text and choose Tahoma as font, 12 as the font size, and Bold as the style. Center the title by clicking the Center Alignment icon.
5. Click Save As icon in the toolbar, and save the Layout as Departmental Salaries.
Page | 90
Return to complete the layout in the Layout Editor. 6 Now, select the cell beside the bar chart that you have inserted. Follow the above steps to insert a Pie chart. The steps are briefly listed here: 1. Select the cell beside the chart that you have inserted, and then click the Insert tab. Click Chart. 2. To change the chart type to a pie chart, expand the Chart Types menu. 3. Select the Pie chart to insert an empty pie chart with prompts in the grid cell.
4. To populate your pie chart: From the Data Source pane, select and drag SALARY to Drop Value Here, and select and drag DEPARTMENT_NAME to Drop Series Here 5. Add Percentage Salary by Department as the Title. 6. Use Tahoma as the font, 12 as the size, and Bold as the style. Align the title in the center. 7. Click Preview icon, and select PDF from the drop down list to preview your chart :
Page | 91
The preview should now look like this:
Click Save icon in the toolbar to save the changes to the Departmental Salaries layout.
5.7 Adding a Data Table to the Layout

1. Select the lower row (which has the cells merged). Click Insert tab. Click Data Table to insert the data table component into the layout.
Page | 92
2. Select and drag the elements in the following order from the Data Source pane to the [Drop a Data Item Here] area of the table:

DEPARTMENT_NAME EMP_NAME HIRE DATE SALARY
As you drag an element, position each successive item directly to the right of the previous element and release to create each column. After you insert all the columns notice that a Grand Total row is automatically inserted .
Page | 93
3. Click Preview in PDF icon in the toolbar to preview the layout -
Click Save to save the Departmental Salaries layout. Note: You can edit the layout that is saved in one of the following ways: 1. Click Actions and select Edit Layout in the view mode of the report or 2. Open the report in Edit mode (click Edit link below the report in catalog page) and select the layout to be edited in the Layout section, and click Edit (pencil icon)
Page | 94
Lab 6: Working with Action Framework

6.1 Creating an Action Metadata
In this section we will create new Action to navigate to external web content that can be accessed by clicking on action link from a report. Also, later we will create another action on the fly to navigate to a detail report from a master report. These are the example and process to develop actions and attaching an action to a report. Similarly, once can create action to invoke web service and/or attach similar action to report or scorecard, etc. Once you have full scale sample app installed as mentioned on OTN, you can experiment with more options for an action. 1. Click on New -> Action link under Actionable Intelligence from BI Menu.
2. Action selection criteria shows options for action type, Navigation or Invoke. Select Navigate to a Web Page action.
Page | 95
3. Enter following information for web navigation action: Enter http://finance.yahoo.com/q?s=orcl as a URL and clicking in Define Parameter. Edit Parameter Name and Prompt to Ticker. You can add ORCL or any other ticker as a default value or leave it blank. Optionally, one can pass analysis column value as a parameter for action. In our example, we do not really have ticker as analysis column, therefore we will keep it available for user to enter the value.
4. Create folder called PTS Lab under shared folder to save the action.
5. Give action a name Get Stock Price and click Ok.
Page | 96
6. Now we will add action to an existing report. Open dashboard from index page and go to Brand Analysis dashboard of index 2.1
7. Edit Dashboard page by clicking on Edit menu from dashboard properties link. We will add newly created action to Product Line Analysis report.
Page | 97
8. Mouse over the top right corner for the report container (Master Detail 1) in the middle column to see edit report menu item and click on Edit Analysis.
9. Once Report editor Analysis Design windows opens, select criteria tab.
Criteria Tab shown here:
Page | 98
10. Click onColumn Properties of Product to add action to it.
11. Select Interaction Tab and select Drill+Action Link.
12. Select green + icon to add action.
Page | 99
13. Click on second icon of folder to open catalog and select action we just created.
14. Click Ok to save action with report.
15. Save the report and go back to index 2.1 Prodcut Analysis dashboard.
16. Click on Total Product values. Click on Get Stock Price Action link.
Page | 100
17. Enter valid ticker of your choice and click execute to see the action!
6.2 Creating an Conditional Action for a Report Navigation

In this section, we will create another navigation action that helps user to navigate to a detail reprort. This action can be conditional if needed. We will add condition to check on revenue, if revenue is below certain number, we can guide user to navigate to detail report for further analysis. 1. From Brand Analysis Dashboard page, go to Edit dashboard page and edit Report of middle column Master Detail 1. Go to Criteria tab and select column properties for Reveny Analysis column. Select Interaction Tab which shows previsously added Action to the colmn. Now we will add one more action here.
Page | 101
2. Click on first Green + sign to add new action to the column. Once New Action Link box comes up, select first icon for Action field to create new action instead of selecting any existing from a catalog. Pick Navigate to BI Content option.
3. Now, from catalog browser, select the Prodcut Detail report within Shared Folder\2. Functional Examples\Dashboards\2.1Simple Demo Dashboard\
Click ok.
Page | 102
4. We will condition for this action to be visible. Lets select Conditional radio button, which will enable editing block for condition.
5. Select filter icon to add condition on Revenue Analysis column of the report. Notice that either you can select colmn from existing report or you can even select any other column from available subject area folders. We will select Revenue Analysis for our condition.
Add condtion Operator to is less than and Value to 5000000 , i.e. Action will be shown only if revenue is less than 5 Million. Click Ok (3) to go back to Criteria.
Page | 103
6. Make sure to save the report. Now, visit the Brand Analysis dashboard again and click on different revenue column to see conditional action in action! Clicking on revenue number more than 5M, Newly created action is not visible:
Clicking on revenue number less than 5M, navigate to detail action is visible:
Page | 104
Once clicked on Prodcut Detail action link, Product Detail dashboard is shown for furhter analysis. Notice that the conditional action we created is attached to the report and not saved as action by itself in catalog. Therfore, creating action as metadata and saving it as a catalog object allows you to leverage same action in multiple reprots instead of creating one at report level. There cold always be a reason and need for specific reprot related action during ad-hock reporting and that sould be served in a similar way we created action here. Also, while you are on Product detail dashboard, also notice different prompt options on the left colmn that talks about few more new features about how to set dynamic column display and langage selector.
Page | 105
6.3 Scheduling an Agent

Agent in a Action Framework is very much same as iBot creation in a 10g environment. Agent allows one to schedule report refresh or delivery or more generically, creating alert condition. Agent can also be used to execute an action when alert condition occurs or at predefined schedule. We will create simple agent to generate alert condition and look at the details and report that alert delivers. 1. From New menu, select Agent under Actionable Intelligence category.
Selecting Action takes you to BI Delivers component to define agents parameters:
On a General tab, select Priority to Normal and Run As to Specified User to weblogic. This could be a default setting based on logged in user.
Page | 106
2. Lets set the alerts schedule. Select Schedule Tab. Make sure Enabled is checked; this setting allows you to enable or disable particular agent as required. Set Frequency to Once for our lab purpose and set Start time to about 7 to 10 min after the current time on your system so that once we are done with agent definition, we can see the alert. Notice that you can select frequency of occurance and set the end time as well, if needed. Also, notice the enhacement on selecting a acalendar type by clicking on Default icon near the start filed; this allows for selecting different time zone for scheduling purpose instead of relying on BI server or Database server time only.
3. Select condition tab. Similar to conditional action, agent can also check condition on a given fequency to send alert or take an action. We will create unconditional agent at this time, make sure to select Do not use condition.
Page | 107
4. On Delivery Content tab, Select Content as Analysis. Click on Browse button to select a report that agent will deliver as a part of alert condition. Select /Shared Folders/3. Analysis and Dashboards/Answers Queries/Order Status
Also, select Fromat to PDF and Delivery as Delivery as attachement.
Page | 108
5. Leave default Recipients to weblogic user. This tab also allows you to enable an agent to be available for other to subscribe to and if subscriber can customize agent. Leave the defailt settgin for this tab and click on Destination Tab.
6. Select Home Page and Dashboard as a User Destination criteria on Destination Tab. This will send alert notification on users dashboard/homepage. Uncheck the option for Devices since we will not send any notification toany devices for the workshop lab. Each user can enter the devices information and also can define the default device for him/her to receive notifications. Alert can also be sent to predefined devices based on priority. One can also select System Services check box to refresh the cach for a report if needed.
Page | 109
7. Visit Actions tab. We will not any action to our agent. But, optionally, one can add action to be executed when agent execution completes. Also, this tab allows to define different set of actions to be executed for conditional agent. Leave the tab with defaults and click on Save buttin to save the definition of an agent.
8. Save the agent in PTS Lab folder and give it a name Order Status Agent.
Page | 110
9. Once alert agent is executed based on start time you defined, you will see alert notification on Home page and Dashboard.
Clicking on Alert shows, details as well as attachment we defined during the agent creation.
Page | 111
Lab 7: Building Advanced Hierarchies with Admin Tool

Business Intelligence Administration Tool is the modeling tool for the data modeling to support BI presentation services. This lab will help you gain hands on experience with building Business Model and Presentation Catalog. We will expand the modeling exercise to practice on how to build hierarchies, specifically a new feature in BI11g of out of the box support for skipped level and ragged hierarchies. Lab instruction will guide you to build business model off the existing physical layer objects, which then will be use to build a report and reflect on how modeling impacts the reports.
7.1 Working with Business Model and Mapping Layer

Since our BI services are running, we will open repository file in a online mode. Once we make changes to existing repository and build a new business mode, we can refresh the metadata in a presentation service to start using changes to build new reports. 1. Open BI Administration from Program File -> Oracle Business Intelligence menu. Either select File -> Open -> Online or from tool bar click on blue folder icon to open repository file in a online mode.
Enter Repository password and weblogic user password as: Admin123. Because we are it is online editing, server administration user name and password are also required. For offline editing, you would only need repository password.
Page | 112
2. Once login, you will see the existing modeling information:
3. Right click on white space in a Business Model and Mapping layer to create a new model. Give it a name PTS Workshop and click OK.
Page | 113
4. We will leverage existing data sources to build new mode. Expand Sample App Data and its Catalog in a Physical layer to see BISAMPLE schema tables. Drag and drop D10 Product (Dynamic Table) and D20 Product (Ragged Hier) from BISAMPLE schema on physical layer to PTS Workshop Business Model. Make sure to drop the table on top of PTS Workshop model.
Also drag and drop D60 Customer Table as well from BISAMPLE physical layer to PTS Workshop model in BMM Layer.
Page | 114
5. Right Click on PTS Workshop Business Model and select New Object -> New Logical Table. Give it a Name Facts and Click OK.
Drag and drop F10 Billed Rev -> Revenue column from physucal layer onto Facts logical table we just created.
Page | 115
6. Double click on Revenue Logical column that we just added to set the aggregation rule to Sum and click OK, so that if there are any hierarchies, BI server can do aggregation as one looks at revenue data at any higher level than most detail level. Aggregation rule allows you to define different option on how you want particular fac to be roll up in a hierarchies (exmpl: sum, avg, min, max, etc).
7. Right click on PTS Workshop Business Model and select Business Model Diagram to create a star schema of our logical data model.
Rearrange the tables in a diagram window so that all the objects are easily visible. Click on join icon from a tool bar to create a join between dimensional tables and fact table. Click onjoin icon and then click on Customer table first, then click on Fact table. Click OK when relationship window pops up. Repeat this for both the product dimenstion table as well.
Page | 116
Final Diagram should be similar to as shown below:
Close the diagram window to go back to three layer designer mode.
Page | 117
8. Drag and drop the PTS Workshop Business Model folder onto Presentation layer, which will create a presentation subject area based on the model we have.
Click Save for our changes to be saved. Click on Yes, if prompted for consistency check. BI Administration tool allows for constancy check to makes sure there are no errors in logical diagrams.
If error or warning found, Tool will display a check report and may suggest best practice to solve some of the issues. Click OK on check report completion box. If you see any error or warning, you should fix it before moving on.
Page | 118
7.2 Enhancing Business Model and Building Hierarchies

So far we imported objects directly from physical layers and build a small star model in BMM layer. In this section we will be enhancing BMM objects for PTS Workshop Model by renaming few objects and creating hierarchies. 1. BI Administrator Tool provides renaming wizard to make changes to large set of objects at once. If you need to rename few objects in BMM layer then, we can simply edit the particular object. Right click on following objects one by one and select option to rename. Change the name as mentioned here for both the logical Product tables: Product Desc -> Product and Type -> Product Type
Your screen should look as below with changes in highlighted:
Page | 119
2. To build a generic hierarchy on Level Based Table, right click on Product (Dynamic Table) and select the option Create Logical Dimension -> Dimension with Level Based Hierarchy. Tool will generate default hierarchies with auto generated total and detail levels. It will also add all the column of the table into hierarchy, which we will modify soon to make right set of column at different levels.
3. We want to build Product Hierarchy with following levles. Total -> Brand -> LOB -> Type -> Product Right click on Total level and select New Object -> Child Level Type Name as Product Brand and Number of elements at this level to 4. Click OK. Drag/Drop Brand and Brand Key columns from total level onto Brand level.
Page | 120
We will create rest of levels in the same way with following information: + Right click on Product Brand level and select New Object -> Child Level Name: LOB Number of elements at this level: 6
Drag/Drop LOB and LOB_Key from Total level onto LOB level + Right click on LOB level and select New Object -> Child Level Name: Product Type Number of elements at this level: 9
Drag/Drop on Product Type and Type_Key from Total onto Product Type level. + Double click on Product Type level and click on green + to add child level since detail level was automaticaly already created.
Select Detail level already exists and click OK.
Page | 121
+ Double click on Detail level and verify the settings: Name: Products Number of elements at this level: 12
Drag/Drop Product and Product_key columns from Total onto Products level. + Delete Attributes and Sequence columns from detail level and delete all the columns from Total level.
+ Right click on each of following one by one for the levels to have key defined. We need to provide information about the key that BI server wil lleverage to drill down to next level. We already have the key columns at each level, we just need to make it visible for the hierarchy levels. Right click on Brand_Key and Select it as New Logical Key Column Right click on LOB_Key and Select it as New Logical Key Column Right click on Type_Key and Select it as New Logical Key Column Double click on Detail level and unde key tab, select both the column.
Your screen should look like as shown below for newly created Hierarchy.
Page | 122
4. Now we will create new hierarchy very similarly but, for un-balanced data set. Right click on Product (Ragged Hier) and select Create Logical Dimension -> Dimension with Level Based Hierarchy
Page | 123
Administration Tool created new hierarchy similar to the one we created before. Double click on new hierarchy for Product (Ragged Hir). Enable check box for Ragged and Skipped Levels for this hierarchy. The data in the physical table have missing level data or some leaf nodes are not at the same level as others, making the data set a un-balanced hierachical data. In previsouse version of BI, we needed to create mapping table and lot more work to be able display un-blanaced hierarchy. With 11g, its is just matter of setting the properties for such hierachy and BI server will manage the data set for displaying properly.
5. Repeat the steps for creating levels for Brand, LOB, Type and Products, similar to what we did for the previsouse hierarchy. In this hierarchy, we do not have other than key column for lab purpose but, you could have more column to be displayed by hierarchy rather than key values. But, for now, this will be fine to inderstand hierarchy. Once you have created both the hierarchy, the screen will look like as shown below:
Page | 124
6. Save all your changes, if asked Click Yes on consistency check. If check comes back with any error or warning, please fix that before moving forward. 7. Drag and drop newly created hierarchies from BMM layer to corrosponding presentation layer table for PTS Workshop subject area:
Save your work. You can close the administration tool now. We will create two different reports showing both the hierarchies to see the result and effect of our modeling.
Page | 125
7.3 Building Reports based on Hierarchies

1. Log into BI Analytics web interface using weblogic username, password Admin1213. From Home page view, click on New menu and select Analysis:
2. Select PTS Workshop subject area to bulid a new report off the model we just created:
Page | 126
3. Analysis design pane will be shown with Subject are onjects we created in presentation layer within admin tool. If you do not see PTS Workshop subject area or any of the object within it, you can refresh server meta data by clicking on refresh icon shown below:
4. Lets first create a report based on generic/banalced hierarchy. Drag and drop columns from Product (Dynamic Table) -> Hierarchy and Revenue from Facts on to right side for selected columns view. Click on Result tab to verify the data.
Page | 127
5. You can edit the Title field if you like and then save the report in a PTS Lab folder, give it a name: Level Hierarchy Example
6. Lets create one more report based on ragged hierarchy. Select New Analysis again and select PTS Workshop subject area. This time select hierarchical column from Product (Ragged Hier) and revenue from fatcs table.
7. Clcik on Result tab to verify the data. Change the Title if you like to and then save the report under PTS Lab folder with name: Ragged Hierarchy Example
Page | 128
8. You can place both the report on a sashboard side by side to see the difference. Lets place both the reports on My Dashboard. Click on a Dashbaords menu and select My Dashboard.
9. Click on Edit Dashboard link to design the My Dashboard page.
You can drag and drop both the reports on to dashabord page or can create new column on dashboard page to display report side by side.
Page | 129
10. Save the dashboard and click Run icon to see the reports.
You can expand different levels for both the reports to see displaying of level/balanced or unbalanced hierarchies.
Page | 130
Lab 8: Creating KPIs and Scorecards 8.1 Creating KPIs

A KPI represents the result of a business measure (Product Sales or Operational Costs, for example) evaluated against a target for that measure. You can use KPIs to assess the performance of the strategic objectives and initiatives that form levels of organizational strategy. Although the actual and target values for KPIs may exist in the database referenced by the subject area you can also calculate these values using formulas or by entering a literal value. KPIs have these characteristics: Have measurable values that usually vary with time Can be evaluated using targets to quickly determine a score and performance status Can be compared over time for trending purposes that enable you to identify performance patterns To create a KPI: 1. On the global header, select New and then KPI. In Oracle Scorecard, click the New icon in the "Scorecard Documents pane" or the "Catalog pane" and then select KPI.
Page | 131
2. Select the SampleSales subject area. The KPI wizard appears. Select the Actual and Target Values: a. In the Actual Value drop-down list, click on the function (fx) icon an copy the following expression FILTER("Base Facts"."1- Revenue" USING ("Time"."T05 Per Name Year" > '2007')) b. In the Target Value drop-down list, click on the function (fx) icon an copy the following expression FILTER(avg(ago("Base Facts"."1- Revenue",1)) USING ("Time"."T05 Per Name Year" > '2007')) c. Select the Enable trending option. The Compare to prior and Tolerance fields allow you to compare KPIs for prior periods and indicate an increase or decrease in performance. d. In the Compare to prior drop-down list, expand the Time folder and select "Time"."T02 Per Name Month" to compare with the prior month. e. Enter 2 in the Tolerance field and select % Change from the drop-down list. The tolerance can be entered as a percent or an actual number that represents a difference (change) from the prior period. In this case, a tolerance of 1% is acceptable before the value is considered to be worsening or improving. f. The General Properties pane should look like this:
Click Next.
3. The Dimensionality pane allows you to aggregate KPI values, target values, and ranges, using dimensions in the subject area. You can set specific values which essentially filter the results, a process called pinning. For this exercise, all dimensions should have the Not Pinned value. Add the following dimension as per the below image.
Click Next to Threshold Screen. 4. The Thresholds pane allows you to indicate whether high, low, or target values are desirable; to specify ranges and status symbols for performance; to create or assign actions based on KPI status, and so on. a. The Goal section provides a drop-down list that indicates a specific level of performance. Ensure that the defaults, High Values are Desirable, are selected. b. The Threshold section allows you to specify numerical values or measures that separate performance levels. In the first drop-down list, which is associated with the WARNING status, select the function image fx icon and copy the following expression (Ago( FILTER("Base Facts"."1- Revenue" USING ("Time"."T05 Per Name Year" > '2007')) , 1 ) * 1.05 ) * 0.90 c. In the second drop-down list, which is associated with the CRITICAL status, select the function image fx icon and copy the following expression (Ago( FILTER("Base Facts"."1- Revenue" USING ("Time"."T05 Per Name Year" > '2007')) , 1 ) * 1.05 ) * 0.80
Page | 133
d. Your thresholds should be like below:
4. Click the Finish button and save the KPI as Revenue KPI under my folders. Open the KPI from the home page to see the results. Your results should be similar to below image.
4. .Save the KPI in PTS Lab Folder with the name: Sample KPI 1.
Page | 134
8.2 Create a Watchlist

Create a KPI watchlist to view and investigate the performance of KPIs that may not have been created in Oracle Scorecard, to measure the progress of strategic objectives or initiatives. Add KPIs to the watchlist by dragging and dropping them from these locations in Oracle Scorecard: The "Catalog pane" The "Scorecard Documents pane" The "Strategy Tree pane" or "Initiatives pane" The data is displayed for each KPI in the watchlist is an immediate reflection of its performance. This includes: Current status Trend status indicating if performance has increased, decreased, or remained the same, and if any changes are desirable Current and target values Variance value and percent by which the current value deviates from the target. Change value and percent identify how much the current value differs from that from the previous period. The number of KPIs in each performance range you defined is also summarized in the header of the watchlist.
Page | 135
To create a watchlist : 1. From the global header, select New and then KPI Watchlist , or In the "Scorecard Documents pane", click the new icon, and select KPI Watchlist.
The "My KPI Watchlist Performance tab" will display.
2. Select the KPIs to add to the watchlist from the pane on the left and drag them to the Label column. This will display the "Add KPI dialog", change the KPI name displayed on the watchlist (optional) or specify the dimension values to use for KPIs that are dimensioned. Add KPI just created from PTS Lab folder.
3. Hit the Save button and Name your watchlist, save it under PT Lab folder.
Your watchlist will now be saved in the OBIEE Catalog and be available to drag onto any dashboard page.
8.3 Create a Strategy Tree

Strategy Tree Views provide an alternative, detailed view of complex strategic objectives that require tiers of lower level child objectives. Strategy Tree Views enable you to hone your focus on multi-layered strategy objectives. For example, if a high-level strategic objective for "Decrease Support Turnaround" is one of fifty in a Strategy Tree, use the Strategy Tree Map of his objective to only view the strategic and performance details of this objective and its supporting child objectives, such as "% Repeat Incidents", " % Incidents Closed < 2 days", and " % Incidents Closed < 7 days" as shown in the following figure. To create a Strategy Tree View: 1. Open an appropriate scorecard. You can find the sample Scorecard by typing Sample Scorecard in the Home Pages search dialog. From the home page select Edit Scorecard. This will bring up the Sample Scorecard in the Scorecard application. 2. In the "Strategy Tree pane" on the left, select any of the high-level strategic objective and : a. Click the View Strategy Tree button in the pane, or b. Right-click and select View Strategy Tree.
8.4 Create a Strategy Map

Strategy maps provide an alternate view that you can print of the hierarchies of strategic objectives that are required to achieve your corporate, or domain-level strategy. Strategic objectives are aligned by perspective and any correlations and cause and effect relationships between objectives are shown. Strategy maps display the following information for strategic objectives or KPIs where appropriate: Overall performance state indicated by the symbols used to represent performance. Performance trend, indicating if performance has improved, remained the same, or declined Actual value as a number and percent Trend graphs depicting previous performance levels
Page | 138
To create a Strategy Map: 1. Open an appropriate scorecard. You can find the sample Scorecard by typing Sample Scorecard in the Home Pages search dialog. From the home page select Edit Scorecard. This will bring up the Sample Scorecard in the Scorecard application (in edit mode). 2. In the "Scorecard Documents pane", click the New button and select Strategy Map. The Scorecard editor: Diagram tab opens, displaying the provided or custom perspectives that you are using to align strategic objectives and initiatives.
Page | 139
3. Build the map as follows: Add strategic objectives or KPIs by dragging them from the "Strategy Tree pane" and dropping them in the appropriate perspective. Move objectives to form the required structure. To connect strategic objectives with other objectives, lower-level child objectives, or objectives from other Strategy Trees by right-clicking and selecting Add Related Objectives. To indicate dependencies and correlations between objectives, click the Casual Linkage button, select one of the objectives, and then the second objective. These objectives will display on the Cause and Effect map. To delete an objective from the map, right-click the objective and select Remove Objective From Strategy Map
Page | 140
Page | 141
8.5 Create Cause and Effect Map

Cause and Effect diagrams enable you to illustrate how perspectives and strategic objectives interact to support your corporate strategy. Create Cause and Effect diagrams to provide a holistic and dynamic view of your corporate strategy and depict causal relationships to better understand the implications of future strategic changes.
To create a Cause and Effect diagram: 1. In the "Scorecard Documents pane", click the New icon on the header and select Cause and Effect diagram. The Scorecard editor: Diagram tab is displayed.
Page | 142
2. Build the map as follows: Drag KPIs and/or Objectives from the strategy Pane on the left onto the empty canvas. Drag KPIs/Objectives from the from the strategy Pane, and drop them onto specific objectives already displayed on the diagram. This will define a cause/effect linkage between the Drag source and drop target. You can also create cause/effect linkages on the Strategy Map diagram defined early in this document.
Page | 143
3. Optionally click Details to specify a map owner, summarize the purpose of the map, and attach related documents. 4. Save or name and save the map.
Page | 144
8.6 Create a Custom View

Custom View enable you to present varying degrees of information about key strategic objectives, core performance indicators, and important initiatives on a background of your choice, such a company logo, an interactive Flash application, or a custom diagram. Create custom views to define highly personalized presentations of business and strategy data.
To create a Custom View diagram: 1. 1.In the "Scorecard Documents pane" select Objects, and then Custom View.
Page | 145
2. Specify the background. You can use a custom image, such as your corporate logo, or an SWF application.
3. Drag and drop strategic objectives, KPIs, or initiatives from the "Strategy Tree pane", "Initiatives pane", or "Catalog pane" to the page. Take objects off the view by right-clicking and selecting Remove. Modify objects on the fly by right-clicking and selecting the View\Edit Objective option. Place strategic objectives connected or pertaining to those on the view by right-clicking and selecting Add Related Objectives.
Page | 146
4. Specify the type of information to display for each object by selecting it and any option from the Name list: Name - Full name Status - Current performance status or level (Warning, for example) Trend -If performance has improved, declined, or remained the same Actual value - Current value Target value - The desired value Variance - Value by which the actual value differs from the target % Variance - Percent by which the actual value differs from the target Change -Value by which the actual value differs from that in a previous period Change% -Percent by which the actual value differs from that in a previous period
5. Click the Properties icon and browse to the image or the application file on the "Custom View Properties dialog" that displays.
Page | 147
6. Save and Name the view.
Page | 148
Lab 9: Working with XML API 9.1 Introduction

Oracle Business Intelligence 11g provides utilities to create a generic, XML-based representation of the Oracle BI repository metadata, using the Oracle BI Server XML API. This XML file version of the repository can be used to programmatically modify the metadata. The Oracle BI Server XML API can be used for metadata migration, programmatic metadata generation and manipulation, metadata patching, and other functions. It enables you to perform the following tasks: Migration Changes Automatically apply changes to connection pools and other parameters so an RPD can be migrated to another environment. Create XML Patch Compare an RPD to a prior version, and generate an XML patch of the differences. Apply XML Patch Apply an XML file containing a patch to an offline RPD, or to a repository in a running BI Server. Extract XML metadata Generate all the metadata from an RPD into an XML file. You can then use any program or manual editing to alter the RPD or extract metadata from it. Execute XML to create RPD You can execute an XML file that represents an entire model, in order to generate an entire RPD. Execute XML to alter an RPD You can execute an XML file containing a finite list of metadata objects to a binary RPD. This is executed the same way as patching. Objects can be added, deleted or overwritten.
Prerequisites 1. Installed and working 11g Administration Tool. 2. To follow the optional steps to test the command line interface, you also need a running BI Server dedicated to this exercise. You will change the running RPD, so you cannot share this BI Server with other users. 3. SampleApp_test.rpd saved in your Repository folder: <home>\instances\instance1\bifoundation\OracleBIServerComponent\corea pplication_obis1\repository 4. This exercise assumes you are comfortable with developing in the Administration Tool and testing your work in a BI stack sandbox. It only describes new 11g steps in detail.
Page | 149
9.2 Connection Pool Replacement Overview

To use the XML patch technique to alter connection pools for migration from test to production: This sample will start with a test RPD, and create an automated process for modifying it for production. You will then apply the connection pool change as a patch. The connection parameters for the two connection pools in the Sample Application before and after the change are as follows: Relational Source Data Source Environment Name Test orcl_test Production XML Source
Userid user_test
Password password_test
Data Source Name VALUEOF(BI_EE_HOME)/XML_data/Forecast
orcl_prod user_prod password_prod VALUEOF(BI_EE_HOME)/fcast_data/Forecast
Page | 150
9.3 Generating the Connection Pool Replacement Patch

To create the patch you will apply to test RPDs before migration to production: 1. From within the Admin Tool, open the test RPD, SampleApp_Test.rpd. Use welcome1 as the repository password throughout this exercise. [WARNING: due to the new multi-instance infrastructure in 11g, you can no longer double-click the RPD file. If you do, the administration tool will open, but the environment variables for your instance will not be applied, so many features relating to the file system and other processes will fail.] 2. Open the first connection pool that needs to be changed, 1 Sample App Data.SampleApp_Relational.
Page | 151
3. Alter the connection pool to the Production parameters. a. Data Source Name = orcl_prod b. User name = user_prod c. Password = password_prod
4. Open the second connection pool that needs to be changed, 1 Sample App Xml Data.SampleApp_XML:
Page | 152
5. Alter the connection pool to the Production parameters: Data Source Name = Valueof(BI_EE_HOME)/fcast_data/Forecast
Page | 153
6. Save the RPD as a new name, SampleApp_alt_cp.rpd. 7. File > Compare
Page | 154
8. Select the original SampleApp_test.rpd as the RPD to compare to your open, modified SampleApp_alt_cp.rpd
Page | 155
9. Note the two connection pools you changed are listed. Click Create Patch to create an XML file containing the alterations to the connection pools. Save it in the Repository directory as SampleApp_patch_conpool_to_prod.xml.
Page | 156
10. The generated XML is as follows: <?xml version="1.0" encoding="UTF-8" ?> <Repository xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <DECLARE>
<ConnectionPool name="SampleApp_XML" parentName=""1 - Sample App Xml Data"" parentId="3023:84" parentUid="2160747198" id="3029:1158" uid="2160747199" password="D7EDED84BC624A917F5B462A4DCA05CDCE256EEEEEDC97D5A C4D07C3A079829F" timeout="300" maxConnDiff="10" maxConn="10" dataSource="VALUEOF(BI_EE_HOME)/fcast_data/Forecast" type="Default" reqQualifedTableName="false" isSharedLogin="false" isConcurrentQueriesInConnection="false" isCloseAfterEveryRequest="true" xmlRefreshInterval="4294967295" outputType="xml" bulkInsertBufferSize="0" transactionBoundary="0" xmlaUseSession="false" multiThreaded="false" supportParams="false" isSiebelJDBSecured="false"> <Description></Description> </ConnectionPool>
Page | 157
<ConnectionPool name="SampleApp_Relational" parentName=""1 - Sample App Data"" parentId="3023:85" parentUid="2160747204" id="3029:1159" uid="2160747205" user="user_prod" password="D7EDED84BC624A917F5B462A4DCA05CDCE256EEEEEDC97D5A1 50C61FBEB9092AF80FAEC9819DD51771A41425D03FB466B55BB9F03BCF643 9" timeout="4294967295" maxConnDiff="10" maxConn="10" dataSource="orcl_prod" type="OCI10G" reqQualifedTableName="false" isSharedLogin="true" isConcurrentQueriesInConnection="false" isCloseAfterEveryRequest="false" outputType="xml" bulkInsertBufferSize="131072" tempTablePrefix="TT" transactionBoundary="1000" xmlaUseSession="false" isSiebelJDBSecured="false"> <Description></Description> </ConnectionPool>
</DECLARE> </Repository>
Notes: 1. The two connection pool objects you altered appear here. You can execute this file against a test version of the RPD to apply the connection pool parameters for the production environment. 2. You will have to guarantee that test RPDs will always have the same parentName for the databases, in order for the connection pools to be applied in the right place in the model (yellow highlight). If you cannot guarantee the name of the database object will never change, you will also have to make the corresponding XML change in the parentName in the connection pool object each time you plan to execute it. 3. You can leave the parentId and parentUid (green highlight) in the XML if you can guarantee the parent database object will always have the same id and
Uid. However, keep in mind that editing operations such as deleting and recreating the database object will result in a new id and Uid even if the name is kept the same in the case where changes such as this are possible, you should delete the parentId and parentUid from the XML and let the BI Server regenerate them based on the parentName at execution time. 4. You can leave the id and uid for the connection pool object (gray highlight) in the XML if you can guarantee that the connection pool id and uid will not change during development and test edits. However, you will usually want to delete them. That way, test RPDs that contain changes to the Ids will still have the patch properly applied based on the object name. New ids and Uids will be automatically generated.
5. The source database user, password and data source are specified here these are the actual changes that you are trying to propagate.
6. An administrator can edit this file manually to update the attributes if necessary.
Page | 159
Applying the Connection Pool Replacement Patch
To apply the patch to a test RPD before migration to production: 1. Execute the XML file against the test RPD to create the production RPD. You should execute the XML using the B (baseline) option, which will apply just your patch XML objects to the test RPD. In a DOS window (or UNIX equivalent), perform the following commands, substituting the path to your Oracle BI EE installation for <home>. First, change directory to point to your repository directory, which contains your RPDs and your XML patch: > cd <home>\instances\instance1\bifoundation\OracleBIServerComponent\ coreapplication_obis1\repository Next, execute the XML patch: > <home>\Oracle_BI1\bifoundation\server\bin\biserverxmlexec -I SampleApp_patch_conpool_to_prod.xml -B SampleApp_test.rpd -P welcome1 -O SampleApp_prod.rpd
Page | 160
2. From inside the Administration Tool, open the new RPD this created, SampleApp_prod.rpd. Note that the connection pool has been changed to the production values.
This same method of making the change to a new RPD, then comparing to the original and making a patch that can be applied automatically, can be used for any set of objects in the RPD. The patch can also be applied to a running BI Server system using the biserverxmlcli.exe.
Page | 161
Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 USA Worldwide inquiries: Phone: +1 650 506 7000 Fax: +1 650 506 7200 www.oracle.com Oracle is the information company Oracle is a registered trademark of Oracle Corporation. Various product and service names referenced herein may be trademarks of Oracle Corporation. All other product and service names mentioned may be trademarks of their respective owners. Copyright 2010 Oracle Corporation All rights reserved.
Page | 162
Page | 163

PTS BI11g Advanced Workshop October 2010

Caricato da

Informazioni sul documento

Descrizione originale:

Copyright

Formati disponibili

Condividi questo documento

Condividi o incorpora il documento

Opzioni di condivisione

Hai trovato utile questo documento?

Questo contenuto è inappropriato?

Copyright:

Formati disponibili

PTS BI11g Advanced Workshop October 2010

Caricato da

Copyright:

Formati disponibili

Oracle Business Intelligence 11g

PTS Delivered Workshop Students Lab Book

Authors Jignesh Mehta Naresh Nemani

PTS Workshop: BI11g Advanced: Installing OBIEE 11g

Lab 1: PTS OBIEE 11g Advanced Workshop Setup

Oracle BI 11g High Level Architecture

Oracle BI System Components

Supporting Database Schemas (Created by RCU)

PTS Workshop: BI11g Advanced: Workshop Environment

PTS Workshop: BI11g Advanced

Continue by clicking Next, Accept Agreement and click next again:

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

Click install to complete the installation.

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

2.2 Installing BI11g Metadata Schema

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

Select create and click Next

Click Ok to continue once RCU validates and initializes database configuration.

Keep Create a new Prefix to DEV.

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

Click Next again to have RCU create the selected schemas

Click ok to continue creation of tablespace.

PTS Workshop: BI11g Advanced

Once tablespace created, click OK to continue.

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

2.3 Installing BI11g

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

Click Next to continue, once prerequisite is checked on next screen.

Keep default components selected and continue to installation.

BIPLATFORM Schema password is Admin123 Click Next to continue.

PTS Workshop: BI11g Advanced

Click Install to have BI 11g installation process started.

Click Next when configuration is done.

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

c. Weblogic Server: http://localhost:7001/console/login/LoginForm.jsp Username / password: weblogic / Admin123

PTS Workshop: BI11g Advanced

Lab 3: Advanced Reporting, Master-Detail Linking

PTS Workshop: BI11g Advanced

9. Click on the Edit icon (pencil) to modify the pivot table

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

16. Click on Edit icon (pencil) to modify the graph view

PTS Workshop: BI11g Advanced

18. Click on the graph properties

PTS Workshop: BI11g Advanced

20. Graph view should be similar to the below image

PTS Workshop: BI11g Advanced

24. In step 3 then select Members

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

PTS Workshop: BI11g Advanced

4.1.4 Copy currency configuration file Copy file Student_SampleApp\Files_To_Copy\userpref_currencies.xml into:

4.2 Create Database Contents for SampleApp

4.2 Deploy Resources, Users, RPD and, Webcat

PTS Workshop: BI11g Advanced