creating a repository using obi administration tool

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    Creating a Repository Using the Oracle Business Intelligence

    Administration Tool

    This tutorial contains the following sections:

    Purpose

    Time to Complete

    Overview

    Prerequisites

    Building the Physical Layer of a Repository

    Building the Business Model and Mapping Layer of a

    Repository

    Building the Presentation Layer of a Repository

    Testing and Validating a Repository

    Managing Logical Table SourcesCreating Calculation Measures

    Creating Logical Dimensions with Level-Based

    Hierarchies

    Creating Level-Based Measures

    Creating Logical Dimensions with Parent-Child

    Hierarchies

    Creating Logical Dimensions with Ragged and

    Skipped-Level Hierarchies

    Using Aggregates

    Using Initialization Blocks and Variables

    Creating Time Series Measures

    Summary

    Resources

    Purpose

    This tutorial covers using the Oracle Business Intelligence (BI) Administration Tool to build, modify, enhance, and

    manage an Oracle BI repository. This tutorial is built using OBI EE 11.1.1.3. There will be some differences if you are

    testing with 11.1.1.5, such as in Create Keys and Joins, Check Consistency, and Set Up Query Logging. There is a new

    tutorial based on OBI EE 11.1.1.5, please check here.

    Time to Complete

    Approximately 6 hours.

    Overview

    This tutorial shows you how to build an Oracle BI metadata repository using the Oracle BI Administration Tool. You learn

    how to import metadata from databases and other data sources, simplify and reorganize the imported metadata into a

    business model, and then structure the business model for presentation to users who request business intelligence

    information via Oracle BI user interfaces.

    Prerequisites

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    Before starting this tutorial, you should:

    1. Have access to or have Installed Oracle Business Intelligence Enterprise Edition 11g.

    2. Have access to or have installed the Sample Application schema (BISAMPLE) that ships with Oracle Business

    Intelligence 11g. You can access the BISAMPLE schema and installation instructions here.

    If you are interested in downloading and installing the latest version of the entire Sample Application, you can access

    it hereon the Oracle Technical Network (OTN). Please note, however, that only the BISAMPLE schema is required to

    complete this tutorial.

    Building the Physical Layer of a Repository

    In this topic you use the Oracle BI Administration Tool to build the Physical layer of a repository.

    The Physical layer defines the data sources to which Oracle BI Server submits queries and the relationships between

    physical databases and other data sources that are used to process multiple data source queries. The recommended

    way to populate the Physical layer is by importing metadata from databases and other data sources. The data sources

    can be of the same or different varieties. You can import schemas or portions of schemas from existing data sources.

    Additionally, you can create objects in the Physical layer manually.

    When you import metadata, many of the properties of the data sources are configured automatically based on the

    information gathered during the import process. After import, you can also define other attributes of the physical data

    sources, such as join relationships, that might not exist in the data source metadata. There can be one or more data

    sources in the Physical layer, including databases, flat files, XML documents, and so forth. In this example, you import

    and configure tables from the BISAMPLE schema included with the Oracle BI 11g Sample Application.

    To build the Physical layer of a repository, you perform the following steps:

    Create a New Repository

    Import Metadata

    Verify Connection

    Create Aliases

    Create Physical Keys and Joins

    Create a New Repository

    Import Metadata

    Verify Connection

    Create Aliases

    Create Keys and Joins

    Create a New Repository

    1. Select Start > Programs > Oracle Business Intelligence > BI Administrationto open the Administration Tool.

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    2. Select File > New Repository.

    3. Enter a name for the repository. In this tutorial the repository name is BISAMPLE.

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    4. Leave the default location as is. It points to the default repository directory.

    5. Leave Import Metadata set to Yes.

    6. Enter and retype a password for the repository. In this tutorial BISAMPLEis the repository password.

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    7 . Click Next.

    Import Metadata

    1 . Change the Connection Type to OCI 10g/11g. The screen displays connection fields based on the connection type

    you selected.

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    2 . Enter a data source name. In this example the data source name is orcl. This name is the same as the

    tnsnames.ora entry for this Oracle database instance.

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    3 . Enter a user name and password for the data source. In this example the username and password are both

    BISAMPLE. Recall that BISAMPLE is the name of the user/schema you created in the prerequisite section.

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    4 . Click Next.

    5 . Accept the default metadata types and click Next.

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    6 . In the Data source view, expand the BISAMPLEschema.

    7 . Use Ctrl+Clickto select the following tables:

    SAMP_ADDRESSES_D

    SAMP_CUSTOMERS_D

    SAMP_PRODUCTS_D

    SAMP_REVENUE_F

    SAMP_TIME_DAY_D

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    8 . Click the Import Selected buttonto add the tables to the Repository View.

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    9 . The Connection Pool dialog box appears. Accept the defaults and click OK.

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    10 . The Importing message appears.

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    11 . When import is complete, expand BISAMPLEin the Repository View and verify that the five tables are visible.

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    12 . Click Finishto open the repository.

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    13 . Expand orcl > BISAMPLEand confirm that the five tables are imported into the Physical layer of the repository.

    Verify Connection

    1 . Select Tools > Update All Row Counts.

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    2 . When update row counts completes, move the cursor over the tables and observe that row count information is now

    visible, including when the row count was last updated.

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    3 . Expand tables and observe that row count information is also visible for individual columns.

    4 . Right-click a table and selectView Datato view the data for the table.

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    5 . Close the View Data dialog box when you are done. It is a good idea to update row counts or view data after an

    import to verify connectivity. Viewing data or updating row count, if successful, tells you that your connection isconfigured correctly.

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    Create Aliases

    1 . It is recommended that you use table aliases frequently in the Physical layer to eliminate extraneous joins and to

    include best practice naming conventions for physical table names. Right-click SAMP_TIME_DAY_Dand select New

    Object > Aliasto open the Physical Table dialog box.

    2 . EnterD1 Timein the Name field.

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    3 . In the Description field, enter Time Dimension Alias at day grain. Stores one record for each day.

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    4 . Click the Columnstab. Note that alias tables inherit all column definitions from the source table.

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    Create Keys and Joins

    1 . Select the five alias tables in the Physical layer.

    2 . Right-click one of the highlighted alias tables and select Physical Diagram > Selected Object(s) Onlyto open the

    Physical Diagram. Alternatively, you can click the Physical Diagram button on the toolbar.

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    3 . Rearrange the alias table objects so they are all visible. If desired, right-click in the white space of the diagram andselect Zoom to change the size of the objects in the Physical Diagram.

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    Building the Business Model and Mapping Layer of a Repository

    In this topic you use the Oracle BI Administration Tool to build the Business Model and Mapping layer of a repository.

    The Business Model and Mapping layer of the Administration Tool defines the business, or logical, model of the data

    and specifies the mappings between the business model and the Physical layer schemas. This layer is where the

    physical schemas are simplified to form the basis for the users view of the data. The Business Model and Mapping

    layer of the Administration Tool can contain one or more business model objects. A business model object contains the

    business model definitions and the mappings from logical to physical tables for the business model.

    The main purpose of the business model is to capture how users think about their business using their own vocabulary.

    The business model simplifies the physical schema and maps the users business vocabulary to physical sources. Most

    of the vocabulary translates into logical columns in the business model. Collections of logical columns form logical

    tables. Each logical column (and hence each logical table) can have one or more physical objects as sources.

    There are two main categories of logical tables: fact and dimension. Logical fact tables contain the measures by which

    an organization gauges its business operations and performance. Logical dimension tables contain the data used to

    qualify the facts.

    To build the Business Model and Mapping layer of a repository, you perform the following steps:

    Create a Business Model

    Examine Logical JoinsExamine Logical Columns

    Examine Logical Table Sources

    Rename Logical Objects Manually

    Rename Logical Objects Using the Rename Wizard

    Delete Unnecessary Logical Objects

    Create Simple Measures

    Create a Business Model

    Examine Logical Joins

    Examine Logical Columns

    Examine Logical Table Sources

    Rename Logical Objects Manually

    Rename Objects Using the Rename Wizard

    Delete Unnecessary Logical Objects

    Create Simple Measures

    Create a Business Model

    1. Right-click the white space in the Business Model and Mapping layer and select New Business Modelto open the

    Business Model dialog box.

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    2. Enter Sample Salesin the Name field. Leave Disabledchecked.

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    3. Click OK. The Sample Sales business model is added to the Business Model and Mapping layer.

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    Examine Logical Joins

    1. Right-click the Sample Salesbusiness model and select Business Model Diagram > Whole Diagramto open the

    Business Model Diagram.

    2 . If necessary, rearrange the objects so that the join relationships are visible.

    Because you dragged all tables simultaneously from the Physical layer onto the business model, the logical keys and

    joins are created automatically in the business model. This is because the keys and join relationships were already

    created in the Physical layer. However, you typically do not drag all physical tables simultaneously, except in very

    simple models. Later in this tutorial, you learn how to manually build logical keys and joins in the Business Model andMapping layer. The process is very similar to building joins in the Physical layer.

    3. Double-click any one of the joins in the diagram to open the Logical Join dialog box. In this example the join between

    D1 Time and F1 Revenue is selected.

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    Notice that there is no join expression. Joins in the BMM layer are logical joins. Logical joins express the cardinality

    relationships between logical tables and are a requirement for a valid business model. Specifying the logical table

    joins is required so that Oracle BI Server has necessary metadata to translate logical requests against the business

    model into SQL queries against the physical data sources. Logical joins help Oracle BI Server understand the

    relationships between the various pieces of the business model. When a query is sent to Oracle BI Server, the server

    determines how to construct physical queries by examining how the logical model is structured. Examining logical

    joins is an integral part of this process. The Administration Tool considers a table to be a logical fact table if it is at the

    many end of all logical joins that connect it to other logical tables.

    4 .Click OKto close the Logical Join dialog box.

    5 . Click the Xto close the Business Model Diagram.

    Examine Logical Columns

    1 . Expand the D1 Timelogical table. Notice that logical columns were created automatically for each table when you

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    dragged the alias tables from the Physical layer to the BMM layer.

    Examine Logical Table Sources

    1 . Expand the Sourcesfolder for the D1 Timelogical table. Notice there is a logical table source, D1 Time. This logical

    table source maps to the D1 Time alias table in the Physical layer.

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    3 . On the General tab, rename the D1 Time logical table source to LTS1 Time. Notice that the logical table to physical

    table mapping is defined in the "Map to these tables" section.

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    4 . On the Column Mapping tab, notice that logical column to physical column mappings are defined. If mappings are

    not visible, select Show mapped columns.

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    Rename Logical Objects Manually

    1. Expand the D1 Timelogical table.

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    Rename Objects Using the Rename Wizard

    1 . Select Tools > Utilities > Rename Wizard > Executeto open the Rename Wizard.

    2 . In the Select Objects screen, click Business Model and Mappingin the middle pane.

    3 . Expand the Sample Salesbusiness model.

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    4 . Expand the D1 Timelogical table.

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    5 . UseShift+click to select all of the logical columns except for the column you already renamed, Beg of Mth Wid.

    6 . Click Addto add the columns to the right pane.

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    7 . Repeat the steps for the three remaining logical tables so that all logical columns from the Sample Sales business

    model are added to the right pane. Only the columns from F1 Revenue are shown in the screenshot.

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    8 . Click Nextto move to the Select Types screen.

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    Notice that Logical Columnis selected. If you had selected other object types, such as logical tables, the type would

    have appeared here.

    9 . Click Nextto open the Select Rules screen.

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    10 . In the Select Rules screen, select All text lowercaseand click Addto add the rule to the lower pane.

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    11 . Add the rule Change each occurrence of '_' into a space.

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    12 . Add the rule First letter of each word capital.

    13 . Click Nextto open the Finish screen. Verify that all logical columns will be named according to the rename rules you

    selected.

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    14 . Click Finish.

    15 . In the Business Model and Mapping layer, expand the logical tables and confirm that all logical columns have beenrenamed as expected. The screenshot shows only the columns in D1 Time.

    16 . In the Physical layer, expand the alias tables and confirm that all physical columns have notbeen renamed. The

    point here is you can change object names in the BMM layer without impacting object names in the Physical layer.

    When logical objects are renamed, the relationships between logical objects and physical objects are maintained by

    the logical column to physical column mappings.

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    Delete Unnecessary Logical Objects

    1 . In the BMM layer, expand Sample Sales > F1 Revenue.

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    2 . Use Ctrl+Click to select all F1 Revenue logical columns except for Revenueand Units.

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    3 . Right-click any one of the highlighted logical columns and select Delete. Alternatively you can select Edit > Delete or

    press the Delete key on your keyboard.

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    4 . Click Yesto confirm the delete.

    5 . Confirm that F1 Revenue contains only the Revenueand Unitscolumns.

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    Create Simple Measures

    1 . Double-click the Revenuelogical column to open the Logical Column dialog box.

    2 . Click the Aggregationtab.

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    3 . Change the default aggregation rule to Sum.

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    Measures are typically data that is additive, such as total dollars or total quantities. The F1 Revenue logical fact table

    contains the measures in your business model. You aggregated two logical columns by summing the column data.

    6 . Save the repository without checking global consistency.

    Congratulations! You have successfully built a business model in the Business Model and Mapping layer of a

    repository and created business measures.

    Building the Presentation Layer of a Repository

    You have created the initial Sample Sales business model in the repository. You now create the Presentation layer of

    the repository. The Presentation layer exposes the business model objects in Oracle BI user interfaces so that users

    can build analyses and dashboards to analyze their data.

    To build the Presentation layer you perform the following steps:

    Create a Subject Area

    Create Presentation Tables

    Create Presentation Columns

    Rename Presentation Columns

    Reorder Presentation Columns

    Create a Subject Area

    Create Presentation Tables

    Create Presentation Columns

    Rename Presentation Columns

    Reorder Presentation Columns

    Create a Subject Area

    1 . Right-click thewhite spacein the Presentation layer and select New Subject Areato open the Subject Area dialog

    box.

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    2 . On the General tab, enter Sample Salesas the name of the subject area.

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    3 . Click OKto close the Subject Area dialog box. The Sample Sales subject area is added to the Presentation layer.

    Create Presentation Tables

    1. Right-click the Sample Salessubject area and select New Presentation Tableto open the Presentation Table

    dialog box.

    2. On the General tab, enter Timeas the name of the presentation table.

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    3 . Click OKto close the Presentation Table dialog box. The Time presentation table is added to the Sample Sales

    subject area.

    4 . Repeat the process and add three more presentation tables: Products, Customers, and Base Facts.

    Please note that you are using the manual method for creating Presentation layer objects. For simple models it is

    also possible to drag objects from the BMM layer to the Presentation layer to create the Presentation layer objects.

    When you create presentation objects by dragging from the BMM layer, the business model becomes a subject area,

    the logical tables become presentation tables, and the logical columns become presentation columns. Note that all

    objects within a subject area must derive from a single business model.

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    Create Presentation Columns

    1. In the BMM layer, expand theD1 Timelogical table.

    2. Use Ctrl+ Clickto select the following logical columns:

    Calendar Date

    Per Name Half

    Per Name Month

    Per Name Qtr

    Per Name Week

    Per Name Year.

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    3 . Drag the selected logical columns to the Timepresentation table in the Presentation layer.

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    4 . Repeat the process and add the following logical columns to the remaining presentation tables:

    Products: Drag Brand, Lob, Prod Dsc, Typefrom D2 Product.

    Customers: Drag Cust Key, Namefrom D3 Customer.

    Base Facts: Drag Revenue, Unitsfrom F1 Revenue.

    Rename Presentation Columns

    1. In the Presentation layer, expand the Productspresentation table.

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    2. Double-click the Lobpresentation column to open the Presentation Column dialog box. On the General tab notice

    that "Use Logical Column Name" is selected. When you drag a logical column to a presentation table, the resulting

    presentation column inherits the logical column name by default. In this example the Lob presentation column

    inherits the name of the logical column "Sample Sales"."D2 Product"."Lob".

    3 . Deselect Use Logical Column Name. The Name field is now editable.

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    4 . Enter Line of Businessin the Name field.

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    5 . Click OKto close the Presentation Column dialog box. Notice that the presentation column name is now changed to

    Line of Business in the Presentation layer.

    6 . In the BMM layer, expand D2 Product. Notice that the Loblogical column name is not changed. The point here isyou can change object names in the Presentation layer without impacting object names in the BMM or Physical

    layers.

    7 . In the BMM layer, rename the Prod Dsclogical column to Product. Notice that the name change is inherited by thecorresponding presentation column.

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    8 . Make the following name changes to logical objects in the BMM layer so that the names of the corresponding

    presentation columns are also changed:

    For the D3 Customer logical table:

    Change Cust Keyto Customer Number.

    Change Nameto Customer Name.

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    2. Click the Columnstab.

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    3 . Select columns and use the up and down arrows, or drag the columns. to rearrange the presentation columns into

    the following order from top to bottom:

    Per Name Year

    Per Name Half

    Per Name QtrPer Name Month

    Per Name Week

    Calendar Date

    4 . Click OKto close the Presentation Table dialog box and confirm that the presentation column order is changed in the

    Presentation layer.

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    5 . Repeat the steps to reorder the columns in the Productspresentation table:

    Brand

    Line of Business

    Type

    Product

    6 . Save the repository without checking global consistency.

    Congratulations! You have successfully built the Presentation layer of a repository.

    Testing and Validating a Repository

    You have finished building an initial business model and now need to test and validate the repository before continuing.

    You begin by checking the repository for errors using the consistency checking option. Next you load the repository into

    Oracle BI Server memory. You then test the repository by running an Oracle BI analysis and verifying the results.

    Finally, you examine the query log file to observe the SQL generated by Oracle BI Server.

    To test and validate a repository you perform the following steps:

    Check Consistency

    Disable Caching

    Load the Repository

    Set Up Query Logging

    Create and Run and Analysis

    Check the Query Log

    Check Consistency

    Disable Caching

    Load the Repository

    Set Up Query Logging

    Create and Run an Analysis

    Check the Query Log

    Check Consistency

    1. Select File > Check Global Consistency.

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    2. You should receive the message Business model "Sample Sales" is consistent. Do you want to mark it asavailable for queries?

    3 . Click Yes. You should receive the message: Consistency check didn't find any errors, warnings or best practice

    violations.

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    If you do not receive this message, you must fix any consistency check errors or warnings before proceeding.

    4 . Click OK. Notice that the Sample Sales business model icon in the BMM layer is now green, indicating it is available

    for queries.

    5 . Save the repository without checking global consistency again.

    6 . Select File > Close to close the repository. Leave the Administration Tool open.

    Disable Caching

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    1. Open a browser and enter the following URL to navigate to Fusion Middleware Control Enterprise Manager:

    http://:7001/em

    In this tutorial the URL is http://localhost:7001/em

    2. Log in as an administrative user. Typically you use the administrative user name and password provided during the

    Oracle BI installation. In this example the user name isweblogic.

    3 . In the left navigation pane, expand Business Intelligenceand click coreapplication.

    4 . Click the Capacity Management tab.

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    5 . Click the Performancesub tab.

    6 . Locate the Enable BI Server Cachesection. Cache is enabled by default.

    7 . ClickLock and Edit Configuration.

    8 . Click Closewhen you receive the confirmation message "Lock and Edit Configuration - Completed Successfully."

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    9 . Deselect Cache enabled. Caching is typically not used during development. Disabling cache improves query

    performance.

    10 . Click Apply.

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    11 . Click Activate Changes.

    12 . Click Closewhen you receive the confirmation message Activate Changes - Completed Successfully.

    13 . Do not click Restart to apply recent changesyet. You do that after uploading the repository in the next set of steps.

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    Load the Repository

    1. Click the Deploymenttab.

    2 . Click the Repositorysub tab.

    3 . ClickLock and Edit Configuration.

    4 . Click Closewhen you receive the confirmation message "Lock and Edit Configuration - Completed Successfully."

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    5 . In the "Upload BI Server Repository" section, click Browseto open the Choose file dialog box.

    6 . By default, the Choose file dialog box should open to the repositorydirectory. If not, navigate to the repository

    directory with the BISAMPLE repository.

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    7 . Select the BISAMPLE.rpdfile and click Open.

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    8 . Enter BISAMPLEas the repository password and confirm the password.

    9 . Click Apply.

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    10 . In the BI Server Repository section, confirm that the Default RPD is now BISAMPLE with an extension. In this

    example the file name is BISAMPLE_BI0025.

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    11 . Click Activate Changes.

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    12 . Click Closewhen you receive the confirmation message Activate Changes - Completed Successfully.

    13 . Click Restart to apply recent changesto navigate to the Overviewpage (this may take a moment).

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    14 . On the Overview page, click Restart.

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    15 . ClickYeswhen you receive the messageAre you sure you want to restart all BI components?

    16 . Allow the Restart All processing to complete. This may take a few moments.

    17 . Click Closewhen you receive the confirmation message Restart All - Completed Successfully.

    18 . Confirm that System Componentsare 100%and that five components are up. Leave Enterprise Manager open.

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    Set Up Query Logging

    1 . Return to the Administration Tool, which should still be open.

    2 . Select File > Open > Onlineto open the repository in online mode. You use online mode to view and modify a

    repository while it is loaded into the Oracle BI Server. The Oracle BI Server must be running to open a repository in

    online mode.

    3 . Enter BISAMPLEas the repository password and enter your user name and password.

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    4 . Click Opento open the repository in online mode.

    5 . Select Manage > Identityto open Security Manager.

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    6 . In the left pane, select BI Repository.

    7 . In the right pane, double-click your administrative user to open the User dialog box. In this example the

    administrative user isweblogic.

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    8 . In the User dialog box, on the User tab, set Logging level to 2.

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    9 . Click OKto open the Check Out Objects dialog box.

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    10 . In the Check Out Objects dialog box, click Check Out. When you are working in a repository open in online mode,

    you are prompted to check out objects when you attempt to perform various operations.

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    11 . Select Action > Closeto close Security Manager.

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    12 . Select File > Check In Changes. Alternatively, you can click the Check In Changes icon on the toolbar.

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    13 . Save the repository. There is no need to check consistency.

    14 . Select File > Closeto close the repository.

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    15 . Click OKwhen you receive the following message:

    "In order for your online changes to take effect, you will have to manually restart each non-master Oracle BI Server

    instance in the cluster."

    16 . Leave the Administration Tool open.

    Create and Run an Analysis

    1. Open a browser or a new browser tab and enter the following URL to navigate to Oracle Business Intelligence:

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    http:///:9704/analytics

    In this tutorial the URL is http://localhost:9704/analytics

    2. Sign in as an administrative user. Typically you use the administrative user name and password provided during the

    Oracle BI installation. In this example the user name isweblogic. If you need help identifying a user name andpassword, contact your company's Oracle BI Administrator.

    3 . In the left navigation pane, under Create... Analysis and Interactive Reporting, select Analysis.

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    4 . Select the Sample Salessubject area.

    5 . In the left navigation pane, expand the folders in the Sample Sales subject area and confirm that the user interface

    matches the presentation layer of the repository.

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    6 . Double-click the following column names in the Subject Areas pane to add them to the analysis:

    Time.Per Name Year

    Products.Type

    Base Facts.Revenue

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    7 . Click Results.

    8 . The analysis results are displayed in a compound layout, which includes a Title view and a Table view.

    9 . Use the buttons at the bottom of the compound layout to view additional rows.

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    Check the Query Log

    1 . Return to Fusion Middleware Control Enterprise Manager, which should still be open.

    2 . Click the Diagnosticstab.

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    3 . Click the Log Messages sub tab.

    4 . Scroll to the bottom of the window to the View / Search Log Filessection.

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    5 . Click Server Logto navigate to the Log Messages screen.

    6 . In the Log Messages screen, leave the data range set to Most Recent, 1 Days. Deselect all message types except

    for Trace.

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    7 . In the Message field, enter sending query to database.

    8 . Click Search.

    9 . There should be only one message at this point, but if there are more than one, select the last message in the list.

    This is the most recent query sent to the database.

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    10 . In the bottom pane, click the Collapse Pane button(arrow on the right side) to view the log message. Your results

    should look similar to the screenshot.

    11 . Click the Restore Pane button. Throughout this tutorial, you return to this view to check the query log.

    12 . Leave Enterprise Manageropen.

    Managing Logical Table Sources

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    In this set of steps you create multiple logical table sources for the D3 Customer logical table. To create multiple logical

    table sources you perform the following steps:

    Open the Repository in Offline Mode

    Add a New Logical Table Source

    Create Presentation Layer Objects

    Load the Repository

    Create and Run an Analysis

    Check the Query Log

    Open the Repository in Offline Mode

    Add a New Logical Table Source

    Create Presentation Layer Objects

    Load the Repository

    Create and Run an Analysis

    Check the Query Log

    Open the Repository in Offline Mode

    1 . Return to the Administration Tool, which should still be open. If not, select Start > Programs > Oracle Business

    Intelligence > BI Administration.

    2 . Select File > Open > Offline.

    3 . Select the BISAMPLE repository with the highest number extension. In this example it is BISAMPLE_BI0025.rpd.

    Yours may be BISAMPLE_BI0001, or something similar.

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    6 . Enter BISAMPLEas the repository password.

    7 . Click OKto open the repository in Read Only mode.

    8 . Select File > Save Asto open the Save As dialog box.

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    9 . Select BISAMPLE.rpdto enter it in the File name field.

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    10 . Click Save.

    11 . You should receive the message: BISAMPLE.rpd already exists. Do you want to replace it?

    12 . Click Yesto open the BISAMPLE repository in offline mode. This action replaces the existing BISAMPLE repository

    with the BISAMPLE repository that contains the security information.

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    13 . Select Manage > Identity to open Security Manager.

    14 . Select BI Repository in the left pane.

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    15 . Confirm that your administrative user is visible in the right pane. In this example the administrative user isweblogic.

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    16 . Double-click the administrative user to open the User dialog box. On the Usertab, confirm that logging level is set to

    2.

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    17 . Click Cancel to close the User dialog box.

    18 . Select Action > Closeto close Security Manager. The offline BISAMPLE repository now has a user with a logging

    level set to 2. This will allow you to check the query log as you complete the remaining exercises in this tutorial. You

    will not have to repeat the steps of saving an online repository.

    Add a New Logical Table Source

    1 . In the BMM layer, expand Sample Sales > D3 Customer > Sources. Notice that the D3 Customer logical table has

    one logical table source named D3 Customer.

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    2 . Rename the D3 Customer logical table source (not the logical table) to LTS1 Customer.

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    3 . Double-click LTS1 Customer to open the Logical Table Source dialog box.

    4 . Click the Column Mapping tab and notice that all logical columns map to physical columns in the same physical

    table: D3 Customer. It may be necessary to scroll to the right to see the Physical Table column. Make sure "Show

    mapped columns" is selected.

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    5 . Click OK to close the Logical Table Source dialog box.

    6 . In the Physical layer, expand orcl > BISAMPLE.

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    7 . Drag D4 Addressfrom the Physical layer to the D3 Customerlogical table in the BMM layer. Notice this creates a

    new logical table source named D4 Address for the D3 Customer logical table. It also creates new logical columns

    that map to the D4 Address physical table.

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    8 . In the BMM layer, double-click the new D4 Address logical table source to open the Logical Table Source dialog box.

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    9 . On the General tab, enter LTS2 Customer Addressin the Name field.

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    10 . Click the Column Mappingtab and notice that all logical columns map to physical columns in the same physical

    table: D4 Address. If necessary, select Show mapped columns and deselect Show unmapped columns.

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    11 . Click the red Xnext toADDRESS_KEYto delete the column. This is a duplicate column and is not needed.

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    13 . Confirm that the D3 Customer logical table now has two logical table sources: LTS1 Customer and LTS2 Customer

    Address. A single logical table now maps to two physical sources.

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    Your results should look similar to the screenshot.

    Create Presentation Layer Objects

    1 . In the Presentation layer, right-click the Sample Salessubject area and select New Presentation Tableto open the

    Presentation Table dialog box.

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    3 . Click OK to close the Presentation Table dialog box. Confirm that the Customer Regions presentation table is added

    to the Sample Sales subject area in the Presentation layer.

    4 . In the BMM layer, expand Sample Sales > D3 Customer.

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    5 . Drag the following logical columns fromD3 Customer to Customer Regionsin the Presentation layer:

    Address 1

    Address 2

    Area

    City

    Country Name

    Estab Name

    Postal Code

    Region

    State Province

    State Province Abbrv

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    Your column names may be slightly different depending on how you renamed them.

    6 . Reorder the Customer Regions presentation columns in the following order, from top to bottom:

    Region

    Area

    Country Name

    State Province

    State Province Abbrv

    City

    Postal Code

    Address 1

    Address 2

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    Estab Name

    7 . Double-click the Sample Sales subject area in the Presentation layer to open the Subject Area dialog box.

    8 . Click the Presentation Tablestab.

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    10 . Click OK to close the Subject Area dialog box. Confirm that the presentation tables appear in the expected order.

    You now have two presentation tables, Customers and Customer Regions, mapped to the same logical table, D3

    Customer. The D3 Customer logical table is mapped to two physical sources: D3 Customer and D4 Address.

    11 . Save the repository and check global consistency when prompted. You should receive a message that there are no

    errors, warnings, or best practice violations to report.

    If you do receive any consistency check errors or warnings, fix them before proceeding.

    12 . Click OK to close the consistency check message.

    13 . Close the repository. Leave the Administration Tool open.

    Load the Repository

    1. Return to Fusion Middleware Control Enterprise Manager, which should still be open. If not, open a browser and

    enter the following URL to navigate to Fusion Middleware Control Enterprise Manager:

    http:///:7001/em

    In this tutorial the URL is http://localhost:7001/em

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    2. If your session has timed out, you will need to log in again. Log in as an administrative user. Typically you use the

    administrative user name and password provided during the Oracle BI installation. In this example the user name is

    weblogic.

    3 . In the left navigation pane, expand Business Intelligenceand click coreapplication.

    4 . Click the Deploymenttab.

    5 . Click the Repositorysub tab.

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    6 . ClickLock and Edit Configuration.

    7 . Click Closewhen you receive the confirmation message Lock and Edit Configuration - Completed Successfully.

    8 . Click Browseand navigate to the directory with the BISAMPLErepository.

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    9 . Select the BISAMPLE.rpdfile and click Open.

    10 . Enter BISAMPLEas the repository password and confirm the password.

    11 . Click Apply.

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    13 . Click Activate Changes.

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    16 . On the Overview page, click Restart.

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    17 . ClickYeswhen you receive the messageAre you sure you want to restart all BI components?

    18 . Allow the processing to complete.

    19 . Click Closewhen you receive the message Restart All - Completed Successfully.

    Create and Run an Analysis

    1. Return to Oracle BI, which should still be open. If not, open a browser or browser tab and enter the following URL to

    navigate to Oracle Business Intelligence:

    http:///:9704/analytics

    In this tutorial the URL is http://localhost:9704/analytics.

    2. If your previous session has timed out, sign in as an administrative user. Typically you use the administrative user

    name and password provided during the Oracle BI installation. In this example the user name isweblogic.

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    3 . In the left navigation pane, under Create... Analysis and Interactive Reporting, select Analysis.

    4 . Select the Sample Salessubject area.

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    5 . In the left navigation pane, expand the folders and confirm that the Customer Regions folder and corresponding

    columns appear.

    6 . Create the following analysis by double-clicking column names in the Subject Areas pane:

    Customer Regions.Region

    Customers.Customer Name

    Products.Type

    Base Facts.Revenue

    7 . Click Resultsto view the analysis results. Use the buttons at the bottom of the results screen to see more rows.

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    Check the Query Log

    1 . Return to Fusion Middleware Control Enterprise Manager, which should still be open.

    2 . Click the Diagnosticstab.

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    3 . Click the Log Messages sub tab.

    4 . Scroll to the bottom of the window to the View / Search Log Filessection.

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    5 . Click Server Logto navigate to the Log Messages screen.

    6 . In the Log Messages screen, leave the data range set to Most Recent, 1 Days. Deselect all message types except

    for Trace.

    7 . In the Message field, enter sending query to database.

    8 . Click Search.

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    12 . Leave Enterprise Manageropen.

    Creating Calculation Measures

    In this set of steps you use existing measures to created a derived calculation measure. To create a derived calculation

    measure you perform the following steps:

    Open the Repository in Offline Mode

    Create a Calculation Measure Derived from Existing Columns

    Create a Calculation Measure Using a Function

    Load the Repository

    Create and Run an Analysis

    Check the Query Log

    Open the Repository in Offline Mode

    Create a Calculation Measure Derived from Existing Columns

    Create a Calculation Measure Using a Function

    Load the Repository

    Create and Run an Analysis

    Check the Query Log

    Open the Repository in Offline Mode

    1 . Return to the Administration Tool, which should still be open. If not, select Start > Programs > Oracle Business

    Intelligence > BI Administration.

    2 . Select File > Open > Offline.

    3 . Select BISAMPLE.rpdand click Open. Do not select any BISAMPLE repository with an extension, for example,

    BISAMPLE_BI0025.rpd. Recall that these are the repositories that have been loaded into Oracle BI Server memory.

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    4 . Enter BISAMPLEas the repository password and click OKto open the repository.

    Create a Calculation Measure Derived from Existing Columns

    1 . In the BMM layer, expand Sample Sales > F1 Revenue.

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    4 . Click the Column Sourcetab.

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    6 . Click the Edit Expressionbutton to open Expression Builder.

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    7 . In the left pane select Logical Tables > F1 Revenue > Revenue.

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    8 . Click the Insert selected itembutton to move the Revenue column to the right pane.

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    9 . Click the division operatorto add it to the expression.

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    10 . In the left pane select Logical Tables > F1 Revenueand then double-click Unitsto add it to the expression.

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    12 . Click OKto close the Logical Column dialog box. The Actual Unit Pricecalculated measure is added to the

    business model.

    13 . Drag Actual Unit Pricefrom the BMM layer to the Base Facts presentation table in the Presentation layer.

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    14 . Save the repository and check consistency. Fix any errors or warnings before proceeding.

    Create a Calculation Measure Using a Function

    1 . In the BMM layer, right-click F1 Revenue and select New Object > Logical Columnto open the Logical Column

    dialog box.

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    Load the Repository

    1. Return to Fusion Middleware Control Enterprise Manager, which should still be open. If not, open a browser and

    enter the following URL to navigate to Fusion Middleware Control Enterprise Manager:

    http:///:7001/em

    In this tutorial the URL is http://localhost:7001/em

    2. If necessary, log in as an administrative user. Typically you use the administrative user name and password provided

    during the Oracle BI installation. In this example the user name is weblogic.

    3 . In the left navigation pane, expand Business Intelligenceand click on coreapplication.

    4 . Click the Deploymenttab.

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    5 . Click the Repositorysub tab.

    6 . ClickLock and Edit Configuration.

    7 . Click Closewhen you receive the confirmation message Lock and Edit Configuration - Completed Successfully.

    8 . Click Browseand navigate to the directory with the BISAMPLErepository.

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    9 . Select the BISAMPLE.rpdfile and click Open.

    10 . Enter BISAMPLEas the repository password and confirm the password.

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    11 . Click Apply.

    12 . Confirm that the default RPD is now BISAMPLE with an extension. In this example the file name is

    BISAMPLE_BI0025.

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    13 . Click Activate Changes.

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    16 . On the Overview page, click Restart.

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    17 . ClickYeswhen you receive the messageAre you sure you want to restart all BI components?

    18 . Allow the processing to complete.

    19 . Click Closewhen you receive the message Restart All - Completed Successfully.

    Create and Run an Analysis

    1. Return to Oracle BI, which should still be open. If not, open a browser or browser tab and enter the following URL to

    navigate to Oracle Business Intelligence:

    http:///:9704/analytics

    In this tutorial the URL is http://localhost:9704/analytics.

    2. If necessary, log in as an administrative user. Typically you use the administrative user name and password provided

    during the Oracle BI installation. In this example the user name is weblogic.

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    8 . Click Resultsto view the analysis results.

    Please note that the Actual Unit Price calculation is correct, although it does not make sense from a business

    perspective. For example, the unit price for an LCD HD Television would not be 9 dollars. This is a result of the

    underlying sample data.

    Check the Query Log

    1 . Return to Fusion Middleware Control Enterprise Manager, which should still be open, and check the query log. Ifyou need help, click hereto review steps from earlier in this tutorial.

    2 . Your log entry should look similar to the screenshot.

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    Note that the division of Revenue by Units is calculated in the outer query block (D1.c2 / nullif ( D1.c1, 0) as c3 in this

    example). Because you defined the Actual Unit Price calculation using logical columns, the SUM aggregation rule is

    applied to the Revenue and Units columns first and then the division is calculated.

    3 . Leave Enterprise Manageropen.

    Creating Logical Dimensions with Level-Based Hierarchies

    In this set of steps you add logical dimension hierarchies to the business model. A logical dimension represents a

    hierarchical organization of logical columns belonging to a single logical dimension table. Logical dimensions can exist

    in the Business Model and Mapping layer and in the Presentation Layer. Adding logical dimensions to the Presentation

    layer exposes them to users, which enables users to create hierarchy-based queries. You implement four logical

    dimensions for ABC: Time, Product, Office, and Customer. Creating logical dimensions with hierarchies allows you to

    build level-based measures, define aggregation rules that vary by dimension, provide drill down on charts and tables in

    analyses and dashboards, and define the content of aggregate sources.To create logical dimensions with level-based

    hierarchies, you perform the following steps:

    Open the Repository in Offline Mode

    Create a Logical Dimension for Product

    Create Logical Levels

    Associate Logical Columns with Logical Levels

    Set Logical Level Keys

    Create a Logical Dimension for Time

    Associate Time Logical Columns with Logical Levels

    Create a Logical Dimension for Customer

    Set Aggregation Content for Logical Table Sources

    Test Your Work

    Open the Repository in Offline Mode

    Create a Logical Dimension for Product

    Create Logical Levels

    Associate Logical Columns with Logical Levels

    Set Logical Level Keys

    Create a Logical Dimension for Time

    Associate Time Logical Columns with Logical Levels

    Create a Logical Dimension for Customer

    Set Aggregation Content for Logical Table Sources

    Test Your Work

    Open the Repository in Offline Mode

    1 . Return to the Administration Tool, which should still be open. If not, select Start > Programs > Oracle BusinessIntelligence > BI Administration.

    2 . Select File > Open > Offline.

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    3 . Click OK. The logical dimension is added to the Sample Sales business model.

    Create Logical Levels

    1 . Right-click H2 Product and select New Object > Logical Level.

    2 . Name the logical level Product Total .

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    3 . Because this level represents the grand total for products, select the Grand total levelcheck box. Note that when

    you do this, the Supports rollup to higher level of aggregationfield is grayed out and protected.

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    4 . Click OKto close the Logical Level dialog box. The Product Totallevel is added to the H2 Product logical

    dimension.

    5 . Right-click Product Totaland select New Object > Child Levelto open the Logical Level dialog box.

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    6 . Name the logical level Product Brand.

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    7 . Click OKto close the Logical Level dialog box. The Product Brandlevel is added to the logical dimension.

    8 . Repeat the steps to add the following child levels:

    Product LOBas a child of Product Brand

    Product Typeas a child of Product LOB

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    Product Detailas a child of Product Type

    Use the screenshot as a guide:

    Associate Logical Columns with Logical Levels

    1 . Expand the D2 Product logical table.

    2 . Drag the Brandcolumn from D2 Product to the Product Brand level in H2 Product.

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    3 . Continue dragging logical columns from the D2 Productlogical table to their corresponding levels in the H2 Product

    logical dimension:

    Logical Column Logical LevelLob Product LOB

    Type Product Type

    Product Product Detail

    Prod Key Product Detail

    Your results should look similar to the screenshot:

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    Set Logical Level Keys

    1 . Double-click the Product Brand logical level to open the Logical Level dialog box. On the General tab, notice that

    the Product LOB child level is displayed.

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    2 . Click the Keystab.

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    4 . In the Columns field, use the drop down list to select D2 Product.Brand.

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    6 . Set Brandas the Primary key.

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    7 . Click OKto close the Logical Level dialog box. The icon changes for Brand to show that it is the key for the Product

    Brand level.

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    10 . The icon changes for Lob to show that it is the key for the Product LOB level.

    11 . Use either method to set the remaining keys for the H2 Product logical dimension:

    Logical Level Logical Level Key Use for Display

    Product Type Type Yes

    Product Detail Product Yes

    Product Detail Prod Key No

    Your results should look similar to the screenshot:

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    Please note that the Detail level (lowest level of the hierarchy) must have the column that is the logical key of the

    dimension table associated with it and it must be the key for that level: Prod Key in this example.

    12 . Set Prod Keyas the primary key for the Product Detail level. Hint: Double-click the level and select the Keystab.

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    Create a Logical Dimension for Time

    1 . Use a different technique to create a logical dimension for Time. Right-click the D1 Tim