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Oracle® Warehouse Builder User's Guide
11g Release 1 (11.1)

B31278-06
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11 Integrating with Business Intelligence Tools

Warehouse Builder provides an end-to-end business intelligence solution by enabling you to integrate metadata from different data sources, designing and deploying it to a data warehouse, and making that information available to analytical tools for decision making and business reporting.

This chapter includes the following topics:

Integrating with Business Intelligence Tools

Warehouse Builder introduces Business Intelligence (BI) objects that enable you to integrate with Oracle Business Intelligence tools such as Discoverer. You can define BI objects in Warehouse Builder that enable you to store definitions of business views. You can then deploy these definitions to the Oracle Business Intelligence tools and extend the life-cycle of your data warehouse. The method you use to deploy business definitions depends on the version of Discoverer to which you want to deploy and the Warehouse Builder licensing option you purchased. For more information, see "Deploying Business Definitions to Oracle Discoverer".

This section contains the following topics:

Introduction to Business Intelligence Objects in Warehouse Builder

Warehouse Builder enables you to derive and define Business Intelligence (BI) objects that integrate with analytical business intelligence tools, such as Oracle Discoverer. By deploying these BI definitions to your analytical tools, you can perform ad hoc queries on top of the relational data warehouse or define a dashboard on top of multidimensional data marts.

The BI objects you derive or define in Warehouse Builder represent equivalent objects in Oracle Discoverer. These definitions are stored under the Business Intelligence node on the Warehouse Builder Project Explorer.

The Business Intelligence node contains an additional node called Business Definitions. You start by first creating a Business Definition module to store the definitions to be deployed to Discoverer. For details, see "About Business Definitions in Warehouse Builder".

Introduction to Business Definitions

Business intelligence is the ability to analyze data to answer business questions and predict future trends. Oracle Discoverer is a BI tool that enables users to analyze data and retrieve information necessary to take business decisions. Discoverer also enables users to share the results of their data analysis in different formats, including charts and Excel spreadsheets.

Discoverer uses the End User Layer (EUL) metadata view to insulate its end users from the complexity and physical structure of the database. You can tailor the EUL to suit your analytical and business requirements and produce queries by generating SQL. The EUL provides a rich set of default settings to aid report building.

Through BI objects, Warehouse Builder enables you to design a data structure that facilitates this data analysis. Business Intelligence objects in Warehouse Builder provide the following benefits:

  • Complete and seamless integration with Oracle Discoverer

  • Advanced deployment control of metadata objects using the Warehouse Builder Control Center

  • Complete, end-to-end lineage and impact analysis of Discoverer objects based on information in the Warehouse Builder workspace

  • Ability to utilize Warehouse Builder metadata management features such as snapshots, multilanguage support, and command-line interaction

About Business Definitions in Warehouse Builder

You can integrate with Discoverer by deriving business definitions directly from your warehouse design metadata. Alternatively, you can also create your own customized business definitions in Warehouse Builder.

The business definition objects in Warehouse Builder are equivalent to the Discoverer EUL objects. When you derive business definitions from your existing design metadata, Warehouse Builder organizes the definitions in Item Folders that correspond to Folders in Discoverer. You can define joins and conditions for the Items Folders and select the Items they contain using the Warehouse Builder wizards and editors. Additionally, you can define Drill Paths, Alternative Sort Orders, Drills to Detail, and Lists of Values for the Items within the Item Folders.

Warehouse Builder also enables you to define any functions registered with Discoverer. You can also sort your definitions by subject area by defining Business Areas that reference multiple Item Folders. You can then deploy these Business Areas along with the business definitions to a Discoverer EUL using the Control Center.

Using Business Definitions

Business definitions are the equivalent of Discoverer End User Layer (EUL) objects and enable you to integrate with Oracle Discoverer. Business definitions facilitate data analysis of data stored in your data warehouse. You can define and then deploy business objects to Oracle Discoverer.

Note:

The method of deploying business definitions depends on the Warehouse Builder licensing option you purchased and the version of Oracle Discoverer to which you want to deploy business definitions. For more details, see "Deploying Business Definitions to Oracle Discoverer".

You can create business definitions or derive them from existing schemas. For information about creating business definitions, see "Creating Business Definitions". For information about deriving business definitions, see "Deriving Business Intelligence Objects".

This section contains the following topics:

Creating Business Definitions

Before you derive business definitions to deploy to Discoverer, you must create a module to store your business definitions.

To create a Business Definition module:

  1. From the Project Explorer, expand the project node.

  2. Expand the Business Intelligence node.

  3. Right-click Business Definitions and select New.

    Warehouse Builder opens the Create Business Definition Module Wizard.

  4. Follow the wizard steps by clicking Next.

Naming the Business Definition Module

In the Name and Description page, type a name and optional description for the Business Definition module. Also, indicate the type of module you are creating.

For more information about naming conventions, see "Naming Conventions for Data Objects".

Setting the Connection Information

On the Connection Information page, you define the location where you want to deploy your business definitions. For example, this may be the system where you are currently running Oracle Discoverer.

If you want to use a deployment location you previously created, you can select it from the Location list. Then the connection information for this location displays on the wizard page.

You can also choose to create this location later and skip to the next page. Note that you cannot deploy the Business Definitions successfully until you provide the connection information for this target location.

The wizard initially creates a default target location for the module you are creating. For example, if your module is named DISCOVERER_OBJECTS, then the location will be called DISCOVERER_OBJECTS_LOCATION. You can choose to provide the connection information for this location by clicking Edit. The Edit Discoverer Location dialog box is displayed. Provide the required information to connect with your target system and click OK. For more information about the Edit Discoverer Location dialog box, see "Defining Discoverer Locations".

Note:

Deployment of Discoverer locations will fail if the EUL owner does not have the CREATE DATABASE LINK privilege.
Defining Discoverer Locations

A Discoverer location provides details about the system to which the business definitions you create are deployed. This system should have Oracle Discoverer EUL version 10.1.2 or later installed.

To define a Discoverer location, enter the following details on the Edit Discoverer Location dialog box:

  • Name: The name of the Discoverer location. Warehouse Builder assigns a default name for the location. You can choose to change this name.

  • Description: An optional description for the Discoverer location.

  • User Name: The name of the EUL owner to which you want to deploy your business definitions. You can also specify a user who has administrator privileges.

  • Password: The password for the user specified in User Name.

  • Type: The type of connection used to connect to the Discoverer EUL. The options you can select are Host:Port:Service or SQL*Net Connection.

    When you select SQL*Net Connection, specify the net service name in the Net Service Name field. When you select Host:Port:Service, specify the following additional details.

    Host: The host name of the system on which the EUL exists.

    Port: The default port number is 1521.

    Service Name: The service name of the Oracle Database installation.

  • Version: Represents the version of Discoverer to which the business definitions should be deployed. The list contains only one value, 10.1. Use this option to deploy to Oracle Discoverer 10g Release 2. This includes all Oracle Discoverer 10.1.x versions.

    Note:

    You cannot directly deploy business intelligence objects to versions of Discoverer lower then Oracle Discoverer 10g Release 2. You can however use the work around described in "Deploying Business Definitions to Oracle Discoverer".

After you specify these details, you may click Test Connection to verify the accuracy of the connection details. The Test Results displays the results. Click OK to close the dialog box.

Reviewing the Summary Information

In the Summary page, review the name and location information for the Business Definition module. Click Back if you want to make any changes or click Finish to finish creating the Business Definitions module.

After the Business Definition module is created, you can locate it on the Project Explorer under the Business Definitions node. Expand the module to see that Warehouse Builder provides a representation for the different objects types that comprise the Discoverer End User Layer (EUL). You can define the following types of Discoverer EUL objects:

  • Item Folders

  • Business Areas

  • Drill Paths

  • Lists of Values

  • Alternative Sort Orders

  • Drills to Detail

  • Registered Functions

About Item Folders

Item Folders are equivalent to Folder objects in Oracle Discoverer that map to database tables, external tables or views. They represent a result set of data, similar to a database view. Item Folders also store information just like tables. For example, they can store details about employees or customers of an organization. An Item Folder contains Items that map to columns in a table. Each Item has a name and contains specific type of information. For example, the Item Folder containing details about employees may include Items such as, employee name, start date, and department.

There are two types of Item Folders: Simple and Complex. Simple Item Folders contain items from exactly one table in your workspace. Complex folders, like database views, provide a method to group Items from multiple Item Folders within the same Business Definition module. Thus, Item Folders also contain joins, calculated items, and conditions.

Note:

Warehouse Builder does not support the Discoverer custom folders.

Warehouse Builder creates Item Folders when you derive business definitions from warehouse design objects in your workspace, as described in "Deriving Business Intelligence Objects". You can also manually create a customized Item Folder using the Create Item Folder Wizard or the Data Object Editor. The Data Object Editor is also used to edit item folders.

The following sections contain more information related to Item Folders:

Editing an Item Folder

After you derive your design object definitions, an Item Folder is created as part of the derived business definitions.

Warehouse Builder provides the Data Object Editor that enables you to edit the name and description of an Item Folder, view its source design objects, edit the Items it contains, and specify or edit any joins or conditions.

To edit an Item Folder:

  1. From the Project Explorer, expand your Business Definition module node, then expand the Item Folders node.

  2. Right-click the Item Folder name and select Open Editor. Or double-click the Item Folder name.

    Warehouse Builder opens the Data Object Editor.

  3. Click each of the tabs to edit the Item Folder using the guidelines below.

Name Tab

The Name tab enables you to edit the name and description for the Item Folder. It also lists the item folder type.

Source Items Tab

The Source Items tab displays the available source items for your Item Folder. The available items change depending on the type of Item Folder and the options that are currently selected in the editor.

For simple Item Folders, the Available column displays the relational objects in the current project. For complex Item Folders, the Available column displays item folders in that Business Definition module.

When you are editing an existing item folder, the Selected column displays the source items that were selected at the time of creating the item folder. To select different items as the source, use the left arrow to return the items from the Selected column to the Available column. You then use the right arrow to move the new source item from the Available column to the Selected column.

When you create a simple item folder using the editor, the Selected column displays all the relational objects in the current project. For a complex item folder, the Selected column displays the selected items and their item folders.

Your Selected column can contain related items from multiple Item Folders.

If you want to change the Selected items, then use the left arrow to return the previously selected items. Now select an initial folder item from any of the available Item Folders within the same Business Definition module. You can then select additional folder items that have a relationship with the previously selected item. You cannot select items from unrelated Item Folders. The relationship between the Item Folders are defined by the Joins between them. If your Item Folders do not have any relationships, then use the Joins tab in this editor to specify relationships between two Items Folders.

Items Tab

The Items tab displays the details and properties of all Items in an Item Folder. You can view, create, and edit the following for an Item:

Item Details 

  • Name: Represents the name of an Item. If you want to change the current Item, double-click the name and retype the new name.

  • Visible to User: Check this box if you want this Item to be visible to a Discoverer user.

  • Description: Optionally type a description for this Item.

Item Properties 

When you select an Item in the Item Details section, this field displays a list of properties for that Item. Each of these properties can be edited as follows:

  • Data Type: Select the data type for the Item. All the data types are supported by Discoverer.

  • Formula: You can provide a formula for any calculated items you want to specify. Click the Ellipsis button in this field to open the Formula dialog box. This dialog box contains a subset of the options in the Expression Builder. Use the Formula dialog box to create your calculation. This field is populated after you close the Formula dialog box. For more information about the Expression Builder, see "The Expression Builder User Interface".

  • Database Column: Displays the name of the database column that maps to this Item.

  • Item Class: Assign an Item Class that enables you to define properties for the Item. The Item Class list contains Lists of Values, Alternative Sort Orders, and Drills to Detail. You can also remove a reference to an Item Class.

  • Default Position: Select the position of this Item on a Discoverer report.

  • Default Aggregate: Indicate if the Item will default to an aggregate in the Discoverer report.

  • Heading: The title for the Item in a Discoverer report.

  • Format Mask: The format mask for this Item when it is used in a work sheet.

  • Alignment: The default alignment used for this Item in a Discoverer report.

  • Word wrap: The default word wrap setting used for this Item in a Discoverer report.

  • Case Storage: Select the case storage method.

  • Display Case: Select in what case the Item information will display in a Discoverer report.

  • Default width: The default width of the Item when it is displayed in a Discoverer report. The width is in characters.

  • Replace NULL with: The value to use instead of the Item value if the value is NULL.

  • Content Type: Describes the content of multimedia data in this Item when used in drilling. If the column contains file names, set this property to FILE. Else set it to the file extension (avi,wav,jpg) to define the application that should process the data.

  • Max char fetched: The maximum amount of data that will be fetched from LONG, LONG RAW and BLOB data types.

Joins Tab

Joins enable you to associate the data between two Item Folders. During data analysis, you may require information that resides in more than one folder. Joins enable end users to perform business analysis and run reports across multiple Item Folders. After you create joins between Item Folders and deploy them to your Discoverer EUL, they are available for analysis in Discoverer Plus and Discoverer Viewer.

The Joins tab displays the relationships or joins between two Item Folders. You can define new joins by clicking on a new row and providing the required information. You can delete a join by right-clicking the box on the left of each join row and selecting Delete.

Figure 11-1 Creating and Editing Joins

Description of Figure 11-1 follows
Description of "Figure 11-1 Creating and Editing Joins"

On the Joins page, click a row in the Specify the Joins field. Provide the following information:

  • Join Name: Type a name for the join you are creating.

  • Master Item Folder: Select the Item Folder that will be the Master. In the above example, you select the item folder SALES as your master. This means that you will select an item from the SALES Item Folder to join with the two items you selected from the Item Folder SALES1.

  • Detail always has Master: Check this box to indicate if your detail Item Folder will always have this master.

  • One to one: Check this box to indicate a one to one relationship between the two Item Folders.

  • Outer join: Indicate from the list whether there is an outer join in this relationship and its type.

  • Description: Optionally describe the join.

For each join, you can specify the Join Components by clicking in the field below and providing the following information:

  • Local Item: This list is populated with the Items contained in the current Item Folder. Select an Item from this list. For example, you can select the Item AMOUNT from the Item Folder SALES1

  • Operator: Select the relationship between the Local Item you selected and the Remote Item you will select from the Master Item Folder. For example, AMOUNT '=' PRODUCT_LIST_PRICE.

  • Remote Item: Select an Item from your Master Item folder to join with the Local Item from your local Item Folder. For example, you select PRODUCT_LIST_PRICE from the Item Folder SALES.

Conditions Tab

The Conditions tab enables you to define or edit a condition that restricts selection on the chosen Item Folder. Use this tab to provide or edit a condition. This tab contains the following:

  • Condition Name: The name of the condition.

  • Condition: Click the Ellipsis button in this field to display the Expression Builder. Use this to create or edit a condition. For more information about the Expression Builder, see "The Expression Builder User Interface".

  • Description: Optionally describe the condition.

  • Mandatory: Check this box to specify if the condition is mandatory. A mandatory condition is always applied to filter data that is being retrieved for this item folder. Non-mandatory conditions can be switched on and off by the user.

  • Case Sensitive: For character data types, specifies if in the condition defined the case should match exactly.

Creating an Item Folder

When you derive intelligence objects, Item Folders are created as part of the derived business definitions. However, if you want to define a customized Item Folder, you can create an Item Folder using the Create Item Folder Wizard.

Item Folders are Discoverer objects that may be of Simple or Complex type. You must specify the type of folder you want to create. Each Item Folder contains items that you can delete or edit after the import, as described in "Editing an Item Folder".

To create an Item Folder using the Data Object Editor:

  1. Expand the Business Definition module in which you want to create an item folder.

  2. Right-click Item Folders and select New, then Using Editor.

    The Data Object Editor containing the tabs needed to create an Item Folder is displayed. Use the following tabs to define the Item Folder:

    • Name tab

    • Source Items tab

    • Items tab

    • Joins tab

    • Conditions tab

    For more information about how you specify the details on each tab, refer to the description of these tabs in the "Editing an Item Folder" section.

Alternately, if the Data Object Editor is open, you can use the editor menu or the editor canvas to create an item folder. To create an item folder using the editor menu, select Add and then Item Folder from the Diagram menu. The Add a New or Existing Item Folder dialog box is displayed. Follow the steps listed in "Steps to Create an Item Folder".

To create an Item Folder using the editor canvas, drag and drop an Item Folder icon from the Data Object Editor Palette onto the canvas. Or right-click a blank area on the canvas and select Add a New Item Folder. The Add a New or Existing Item Folder dialog box is displayed. Follow the steps listed in "Steps to Create an Item Folder".

Steps to Create an Item Folder Use the following steps to create an Item Folder:

  1. Select the Create a New Item Folder option.

  2. In the Item Folder Name field, specify a name for the Item Folder.

  3. In the Oracle Module list, select the name of the Business Definition module to which the Item Folder should belong.

  4. In the Item Folder Type list, select the type of item folder to be created. The options are Simple and Complex.

  5. Click OK.

The Item Folder is added to the editor canvas. Use the tabs in the Details panel of the Data Object Editor to define the Item Folder. For more information about the contents of these tabs, see "Editing an Item Folder" .

To create an Item Folder using the Create Item Folder Wizard:

  1. Expand the Business Definition module in which you want to create an item folder.

  2. Right-click Item Folders and select New, then Using Wizard.

    Warehouse Builder opens the Create Item Folder Wizard.

  3. Follow the wizard steps by clicking Next.

Naming and Describing the Type of Item Folder

In the Name and Description page, type a name and optional description for the Item Folder.

Select whether you want to create a simple or complex folder. You cannot change the folder type after you create it.

Warehouse Builder distinguishes Simple Item Folders from Complex Item Folders in the same way as Discoverer. A simple Item Folder is directly based on columns from a single table in the workspace and calculated items based on constants or items from that Item Folder. A complex Item Folder can contain items from multiple Item Folders within the same Business Definition module, as well as calculated items.

Selecting Source Items

Select items for your Item Folder.

For a simple Item Folder, you can select exactly one table, view, or external table from any module in the workspace, to be referenced by the Item Folder. Expand the selected object and proceed to select columns within the selected object, to your selected items. You can multi-select these referenced items by pressing the Ctrl key and using the right arrow to move them to the list of selected Items.

A complex Item Folder can contain items from multiple Item Folders within the same Business Definition module. You can select the initial folder items from Item Folder A within a Business Definition module. You can then select additional folder items from another Item Folder B within the same module. However, the two Item Folders A and B must be related. You cannot select items from unrelated Item Folders. Thus, complex Item Folders combine multiple Item Folders that must be joined. You can define the joins using the Data Object Editor for an Item Folder. For more information about creating joins, see "Joins Tab".

Selecting the Join

When you create a complex item folder, if there is more than one join path between the item folders selected as the item sources, the Join Selection page is displayed. The list on this page displays all the joins between the item folders. Select the join to be used for the complex item folder being created.

Reviewing the Summary

In the Summary page, review the name and type of your Item Folder as well as items to be included in your Item Folder. Click Back if you want to make any changes or click Finish to create the Item Folder.

You can locate the Item Folder on the Project Explorer under the Item Folders node in your Business Definition module. This Item Folder contains all the selected items. You can edit the Item Folder properties, create joins and conditions, and edit item properties using the Data Object Editor, as described in "Editing an Item Folder".

Creating a Business Area

Warehouse Builder enables you to create a Business Area to deploy to a Discoverer EUL. Business areas contain references to Item Folders stored in your Business Definition module and are used to group information about a common subject, for example, Sales Analysis, Human Resources, or Stock Control. The Discoverer end users use these Business Areas as their starting point for building a query.

Business areas only contain references to Item Folders not the actual Item Folder definitions. Thus, a Business Area can contain a collection of unrelated Item Folders and the same Item Folder can appear in multiple Business Areas. This allows you to set up multiple Business Areas with different levels of detail: Sales Analysis area containing one Item Folder, Sales Details area containing six Item Folders, and a Sales Transaction area with 30 Item Folders. When you delete an Item Folder, the reference to it from the Business Area is also deleted.

When you deploy a Business Area using the Design Center, the dependencies of the Business Area are not automatically deployed. For example, your Business Area BUSN_AREA contains two Item Folders, IF1 and IF2. When you deploy BUSN_AREA using the Design Center, IF1 and IF2 are not deployed.

You create a Business Area using either the Create Business Area Wizard or the Data Object Editor. You also use the editor to edit a business area.

To create a Business Area using the Data Object Editor:

  1. Expand a Business Definition module.

  2. Right-click Business Areas and select New, then Using Editor.

    Warehouse Builder opens the Data Object Editor for the business area.

  3. Specify details on the following tabs of the Data Object Editor.

    • Name tab

    • Item Folders tab

    For more information about the contents of these tabs, refer to the description of these tabs in the "Editing a Business Area" section.

Alternately, if the Data Object Editor is open, you can use the editor menu or the editor canvas to create a business area.

To create a business area using the Data Object Editor menu, select Add and then Business Area from the Diagram menu. The Add Business Area dialog box is displayed. Create a new business area by selecting Create a new Business Area, specifying the name of the business area, selecting the module to which it belongs, and clicking OK. The Data Object Editor displays the tabs needed to create a Business Area. These tabs are the same as the ones listed above. Specify values in these tabs.

To create a business area using the Data Object editor canvas, drag and drop a Business Area icon from the editor Palette on to the editor canvas. Or, right-click a blank area on the editor canvas and select Add a New business Area. The Add a New or Existing Business Area dialog box is displayed. Select Create a new Business Area and specify the name of the business area and the module to which it belongs. Click OK. The Data Object Editor displays the Name tab and the Item Folders tab. Specify values on these tabs.

To create a Business Area using the Create Business Area Wizard:

  1. Expand a Business Definition module.

  2. Right-click Business Areas and select New, then Using Wizard.

    Warehouse Builder opens the Create Business Area Wizard.

  3. Follow the wizard steps by clicking Next.

Naming the Business Area

In the Name and Description page, type a name and optional description for the Business Area.

Selecting the Item Folders

In the Item Folders page, all the Item Folders available within the Business Definition module are displayed. You can multi-select the Item Folders by pressing the Ctrl key and using the right arrow to move them to the list of Selected Item Folders.

Reviewing the Summary

In the summary page, review the Item Folders you selected. Click Back if you want to make any changes or click Finish to finish creating the Business Area.

After the Business Area is created, you can locate it on the Project Explorer under the Business Areas node with references to the selected Item Folders stored in it.

To make changes to your Business Area definitions after you create them, use the Edit Business Area dialog box. For details, see "Editing a Business Area".

Editing a Business Area

Warehouse Builder enables you to edit the definitions for a Business Area using the Edit Business Area dialog box.

To edit a Business Area:

  1. From the Project Explorer, expand the Business Area node.

  2. Right-click a Business Area name and select Open Editor.

    Warehouse Builder opens the Edit Business Area dialog box containing two tabs: Name and Item Folders. Edit these tabs as follows:

Editing the Business Area Name

The Name tab allows you to edit the name and description of a Business Area.

Reviewing Item Folders in a Business Area

The Item Folders tab displays all the Item Folders within the Business Definition module under the Selected Item Folders column. The Item Folders that are not currently included in the Business Area are listed under the Available Item Folders column.

Use the arrows to include additional Item Folders to the Business Area from the Available Folders column or to remove included Item Folders from the Selected Folders column.

Creating a Drill Path

Warehouse Builder enables you to create a Drill Path to deploy to a Discoverer EUL. Drill Paths define a hierarchy relationship between the items in your Business Definition module. For example, Region, Sub-region, Country, State, etc. Warehouse Builder creates these drill paths for derived dimensions. You can also create your own customized drill path definitions if you are familiar with your data.

To create a Drill Path:

  1. Expand the Business Definition module.

  2. Right-click Drill Paths and select Create Drill Path.

    Warehouse Builder opens the Create Drill Path Wizard.

  3. Follow the wizard steps by clicking Next.

Naming the Drill Path

In the Name and Description page, type a name and optional description for the Drill Path.

Specifying Drill Levels

Use the Drill Levels page to define a drill level and specify the Item Folder it references. Optionally, you can provide a description for the Drill Levels. To define drill levels, click a row and provide the following information:

  • Drill Level: Type a name for the drill level.

  • Item Folder: From the field, select the Item Folder it references.

  • Description: Provide an optional description for the drill level.

When you select a referencing Item Folder for the Drill Level, the wizard lists the available Items within that Item Folder under the Drill Level Items field at the bottom.

In this field, you can specify one or more items to act as drill items. Select the Use as Drill Item option for each Item you want to include as a drill item in the level.

Figure 11-2 Creating Drill Levels

Description of Figure 11-2 follows
Description of "Figure 11-2 Creating Drill Levels"

Specifying the Join

If there are more than one join paths between the Item Folders referenced by the drill levels, the Join Selection page is displayed. The list displays the existing joins between the selected Item Folder. Select the join that you want to use for the drill path.

Reviewing the Summary

In the summary page, review the drill levels you are creating. Click Back if you want to make any changes or click Finish to create the drill path.

You can locate the drill path on the Project Explorer under your Business Definition module. Warehouse Builder allows you to edit a drill path using the Edit Drill Path dialog box.

Editing a Drill Path

Warehouse Builder enables you to edit drill paths using the Drill Path using the Edit Drill Path dialog box.

To edit a drill path:

  1. From the Project Explorer, expand the Drill Paths node.

  2. Right-click the Drill Path and select Open Editor.

    Warehouse Builder displays the Edit Drill Path dialog box containing two tabs: Name and Drill Levels.

Editing the Drill Path Name

The Name tab enables you to edit the name and the description of the drill path.

Reviewing the Drill Levels in the Drill Path

Use the Drill Levels tab to edit the drill levels that you defined. The Drill Levels section lists the drill levels along with the item folders that they reference. The Item Folder column displays the item folder that a drill path references. You can modify this by selecting the new item folder from the list.

The Drill Level Items section displays the items that act as drill items. You can modify this list by selecting more items that act as drill items.

Creating Lists of Values

In Discoverer, Lists of Values (LOVs) represents a set of valid values for an item. These are the values in the database column on which the item is based. LOVs enable end users to easily set conditions and parameter values for reports. An example of an LOV can be names of different countries that a user can pick from a list to view a report on the quantities of a product sold in four specific countries.

You can create lists of values for Item Folders using the Create List of Values Wizard as described below.

To create a List of Values:

  1. Expand the Business Definition module.

  2. Right-click Lists of Values and select New.

    Warehouse Builder opens the Create List of Values Wizard.

  3. Follow the wizard steps by clicking Next.

Naming the List of Values

In the Name and Description page, type a name and optional description for this list of values. Check the Set as Drill to Detail box if you also want to set this as a Drill to Detail. When you deploy these definitions to Discoverer, an Item Class that you can use both as a List of Values and as a Drill to Detail is created.

Defining Items in a List of Values

The Defining Items page enables you to select the item that will generate your LOV in Discoverer. This page displays all the Items available in your workspace. Expand the nodes to select an item and click Next.

Referencing Items in a List of Values

The Referencing Item page enables you to associate your LOV with different items. The Available Items column displays all the Items available in your workspace. Expand the nodes to select the items that will reference your list of values. Use the right arrow to move your selections to the Selected Items column and click Next.

Reviewing the Summary

In the summary page, review the defining and referencing items selected for the LOV. Click Back if you want to make any changes or click Finish to finish creating the LOV.

You can locate the LOV on the Project Explorer in the Business Definition module under the Lists of Values node. Warehouse Builder allows you to edit the name, description, and defining and referencing items associated with an LOV using the Edit List of Values dialog box.

Editing Lists of Values

Warehouse Builder enables you to edit a list of values using the Edit List of Values dialog box.

To edit a list of values:

  1. From the Project Explorer, expand the List of Values node.

  2. Right-click the List of Values and select Open Editor.

    Warehouse Builder displays the Edit List of Values dialog box containing the following tabs: Name, Defining Item, Referencing Items, and Options.

Editing the List of Values Name

Use the Name tab to edit the name and description of the list of values.

Editing Items in the List of Values

Use the Defining Item tab to edit the item that generates the list of values in Discoverer. The item that is the defining item is highlighted. To edit this and specify that another item should be used to generate the LOV, select the new item.

Editing Referencing Items

Use the Referencing Items tab to edit the items that reference the list of values. The Selected column lists the items that the list of values references. To add more items to which the list of values references, select the item in the Available column and use the right arrow to move it to the Selected column. To remove items that the list of values currently references, select the item from the Selected column and use the left arrow to move it to the Available column.

Advanced Options for List of Values

Use the Advanced tab to specify advanced options for the list of values. The advanced options are as follows:

  • Retrieve values in groups of: Use this option to specify the number of values that are retrieved in group. The default value is 100 which means that the values are retrieved in groups of 100.

  • Sort the values and remove duplicates: Select this option to remove duplicate values from the list of values and to order the values. This ensures that the LOV always shows unique, ordered values.

  • Show values in "Select Items" page of the Worksheet Wizard: Select this option to enable users to expand the List of Values when selecting items to include in a query.

  • Require user to always search for values: Select this option to display the Search dialog box every time the List of Values is expanded.

  • Cache list of values during each connection: Select this option to store the list of values when the List of Values is expanded for the first time. This improves performance because otherwise, every time the List of Values is expanded, the values are fetched from the database.

Creating Alternative Sort Orders

In Discoverer, alternate sorts enable end users to display values in a non-standard sequence.For example, by default the values of the Description item are sorted alphabetically. If you want to sort the description according to the values of the Product Key item, you need to define an alternate sort item and link the two items together. One item defines the sort order and the other defines the item to be sorted.

Define how you want to order the information in your Discoverer EUL using the Create Alternative Sort Order Wizard.

To create an Alternative Sort:

  1. Expand the Business Definition module.

  2. Right-click Alternative Sort Orders and select New.

    Warehouse Builder opens the Create Alternative Sort Order Wizard.

  3. Follow the wizard steps by clicking Next.

Naming the Alternative Sort Order

In the Name and Description page, type a name and optional description for the alternative sort order.

Check the Set as Drill to Detail box if you also want to set this as a Drill to Detail. When you deploy these definitions to Discoverer, an Item Class that can be used both as an Alternative Sort Order and as a Drill to Detail is created.

Defining Item for the Alternative Sort Order

The Defining Item page enables you to select the Item that contains the values to be sorted. Expand the nodes to select an item and click Next.

Defining Order Item for the Alternative Sort Order

Use the Defining Order Item page to select an Item, in the same Item Folder, that defines the order in which the values of the Item you selected on the Defining Item page are displayed. Expand the nodes to select the item and click Next.

Referencing Items for the Alternative Sort Order

The Referencing Items page enables you to associate your Alternative Sort Order with different items. The Available column lists all the Items in the workspace. Expand the nodes to select the items that will reference your Alternative Sort Order. Use the right arrow to move your selections to the Selected column and click Next.

Referencing Selection Panel for the Alternative Sort Order

This panel enables you to shuttle across an item that already references an item class. You can either change the reference or decide not to shuttle the item across.

Reviewing the Summary

In the summary page, review the alternative sort order definition. Click Back if you want to make any changes or click Finish to finish creating the alternative sort order.

You can locate the alternative sort order on the Project Explorer in the Business Definition module under the Alternative Sort Order node. Warehouse Builder allows you to edit the name, description, and defining and referencing items associated with an alternative sort order using the Edit dialog box.

Editing Alternative Sort Orders

The Edit Alternative Sort Order dialog box enables you to edit an alternative sort order.

To edit an alternative sort order:

  1. Expand the Alternative Sort Order node in the Project Explorer.

  2. Right-click the Alternative Sort Order and select Open Editor.

    The Edit Alternative Sort Order dialog box containing the following tabs is displayed: Name, Defining Item, Defining Order Item, Referencing Order Items, and Options.

Editing the Alternative Sort Order Name

Use the Name tab to edit the name and description of the alternative sort order.

Editing the Defining Item

Use the Defining Item tab to edit the item that contains the values to be sorted. This tab displays the Item that currently defines the alternative sort order highlighted. To change this selection, click the item that you now want to use to define the alterative sort order.

Editing the Defining Order Item

The Defining Order Item tab displays the Item Folder with the item that currently defines the order in which the values of the Item selected on the Defining Item tab are displayed. You can change this selection by clicking a new item from the tree.

Editing the Referencing Order Items

The Referencing Order Items tab lists the items that will reference your Alternative Sort Order in the Selected column. To add more items to this list, select the item in the Available column and use the right arrow to move the item to the Selected column. To remove an item that is already selected, move the item from the Selected column to the Available column using the left arrow.

Advanced Options

Use the Options tab to specify advanced options for the alternative sort order. The options you can set are as follows:

  • Retrieve values in groups of: Use this option to specify the number of values that are retrieved in group. The default value is 100 which means that the values are retrieved in groups of 100.

  • Sort the values and remove duplicates: Select this option to remove duplicate values from the alternative sort order and to order the values. This ensures that the alternative sort order always shows unique, ordered values.

  • Show values in "Select Items" page of the Worksheet Wizard: Select this option to enable users to expand the alternative sort order when selecting items to include in a query.

  • Require user to always search for values: Select this option to display the Search dialog box every time the Alternative Sort Order is expanded.

  • Cache list of values during each connection: Select this option to store the Alternative Sort Order when it is expanded for the first time. This improves performance because otherwise, every time the Alternative Sort Order is expanded, the values are fetched from the database.

Creating Drills to Detail

In Discoverer, drills to detail enable you to analyze your data thoroughly by navigating through your data and performing drill down operations to obtain detailed information. When you define drills to detail, you define relationships between items. These drills enable you to interactively drill up or down through your data to see a different level of detail. For example, you can move from actuals to budgets for the same department, then look at the department employee details, then drill down to their salary and training histories, then drill to their job grades structure, and so on.

You can define a drill to detail using the Create Drill to Detail dialog box.

To create a Drill to Detail:

  1. Expand the Business Definition module.

  2. Right-click Drills to Detail and select New.

    Warehouse Builder opens the Create Drill to Detail dialog box.

Create Drill to Detail

Name: Type a name for the drill to detail definition.

Description: Provide an optional description for the drill to detail.

The Available column at the bottom of the dialog box lists the Item Folders in the Business Definition Module. Select a referencing item from this set and use the right arrow to move it to the Selected column.

Editing Drills to Detail

Use the Edit Drill to Detail dialog box to edit a Drills to Detail.

To edit a Drills to Detail:

  1. Expand the Drills to Detail node in the Project Explorer.

  2. Right-click the name of the Drill to Detail and select Open Editor.

    The Edit Drill to Detail dialog box is displayed. The contents of this dialog box are the same as the Create Drill to Detail dialog box. In addition to modifying the name and description of the drill to detail, you can edit the referencing items. for more details on the contents of the Drill to Detail dialog box, see "Create Drill to Detail".

Creating Registered Functions

In Discoverer, you can use custom PL/SQL functions to perform operations or calculations on values in an Item. To access these functions in Discoverer, the user-defined functions are registered in the EUL. If you want to use any of those registered user-defined functions in Discoverer, you need to include that information in your object definitions.

You can define a registered function using the Create Registered Function Wizard as described below.

To create a Registered Function:

  1. Expand the Business Definition module.

  2. Right-click Registered Function and select New.

    Warehouse Builder opens the Create Registered Function Wizard.

  3. Follow the wizard steps using the guidelines below.

Naming the Registered Function

In the Name and Description page, type a name and optional description for the alternative sort order.

From the Select the return type of the function list, select a return type for the function. Select Available to User to indicate if a Discoverer end-user can use this registered function in calculations.

Specifying the Function Parameters

Specify the function parameters by clicking on a row and typing a name for the parameter. From the Type list, select the data type for the parameter. Use the Description field to type an optional description.

Reviewing the Summary

In the Summary page, review the function definition. Click Back if you want to make any changes or click Finish to finish creating the registered function.

You can locate the registered function on the Project Explorer in the Business Definition module under the Registered Functions node. Warehouse Builder allows you to edit the name, description, and parameters of the function using the Edit dialog box.

Editing Registered Functions

Use the Edit Registered Function dialog box to edit a registered function.

To edit a registered function:

  1. Expand the Registered Functions node in the Project Explorer.

  2. Right-click the registered function and select Open Editor.

    The Edit Registered Function dialog box containing the following tabs is displayed: Name and Parameters.

Renaming a Registered Function

Use the Name tab to edit the name and the description of the registered function.

Modifying the Parameters of a Registered Function

Use the Parameters tab to edit the parameters of the registered function. You can edit the name, type, and description of a parameter. Add new parameters by clicking on an empty row and specifying the name of the parameter and its data type. Delete a parameter by right-clicking the gray cell to the left of the parameter name and selecting Delete.

Deriving Business Intelligence Objects

Warehouse Builder enables you directly derive business intelligence objects from your data warehouse design definitions. When you run the Perform Derivation Wizard on a warehouse module, it automatically tailors the existing definitions to those required by an Oracle Discoverer End User Layer. For example, the Perform Derivation Wizard organizes the metadata into Item Folders and Drill Paths ready to be integrated with a Discoverer EUL.

To derive Business Intelligence objects:

  1. From the Project Explorer, select an Oracle module that you want to derive. This indicates that you are deriving all the objects contained in that module. Alternatively, you can also choose to derive one object definition at a time. For example, you can select an individual table or dimension to derive.

  2. Right-click the name of the warehouse module or object and select Derive.

    Warehouse Builder opens the Perform Derivation Wizard.

  3. Follow the wizard steps using the guidelines below.

You can also start the Perform Derivation Wizard from the Data Object Editor using the following steps:

  1. Open the Data Object Editor for the object to be derived.

    You can do this by double-clicking the object name in the Project Explorer. Alternately, you can right-click the object in the Project Explorer and select Open Editor.

  2. From the Object menu, select Derive.

  3. Follow the wizard steps using the guidelines below.

Selecting Source Objects

The Source Objects page allows you to select additional objects for derivation. The Available column displays all the objects available in your workspace for deployment to Discoverer. These objects can belong to different warehouse modules. You can also select a collection for derivation. The Oracle module or object you selected before starting the wizard displays in the Selected Objects column.

Expand the nodes in the Available column and use the right arrow to select the objects you want to derive. Select the Automatically add the Dimensions option to derive the dimension objects that are associated with the selected cube objects.

Selecting a Target for the Derived Objects

In the Target page, indicate the Business Definition module in which you want to store the definitions for the derived objects. For example, if you created a Business Definition module called DISCOVERER_OBJECTS, then the name of that module will display on this page. Select DISCOVERER_OBJECTS and click Next. You can also select a business area as the target. In this case, shortcuts are created to the item folders in the business areas. It is recommended that you deploy to a Business Area. Otherwise, when you deploy the objects, they will not belong to any Business Area and thus will not be shown to end-users of Discoverer tools.

When you select a collection for derivation, if the target is a business area, the individual objects contained in the collection are derived. Shortcuts are created to these item folders from the business area. If the target is a Business Definition module, Warehouse Builder creates a business area with the same name as the collection, stores the objects in the collection as item folders in the Business Definition module, and creates shortcuts to these item folders from the business area.

Specifying Derivation Rules

In the Rules page, specify the derivation rules and parameters. Warehouse Builder loads, configures, and executes these rules to derive the business intelligence definitions from the selected design object definitions. You can set parameters for different rule types by selecting the type of objects from the Rules list. For example, you can set global rules, rules for relational objects, rules for dimension objects, or rules for cube objects. The rules and parameters that you can set are displayed on the page.

Select Show advanced parameters to display certain advanced rules for an object. You can also set parameters for more than one rule type.

Setting Global Rules 

You can specify the following parameters for creating Discoverer EUL:

  • Preserve user changes: Select to preserve any manual changes to the display properties name and description.

  • Log level: Specify the level of detail you want to see in the log file by selecting one of the options from the list. You can choose to record only errors, warnings, information, or trace debug information.

  • Log file location: Provide a path on your local system to store your log file. For example, ..\..\iobuilder\derive.log.

  • Validate before derive: Check the box if you want to validate the selected objects before deriving them.

  • Abort on error: Check the box if you want to stop the derivation if it encounters an error.

  • Capitalize: Check the box if you want to capitalize the names of the derived objects.

  • Replace underscores with spaces: Check the box if you want to replace the underscores in the names with spaces after derivation.

You can specify the following rule for Relational objects:

  • Bound Table Suffix: Specify a suffix for the bound tables you want to derive.

  • Default Aggregate: Specify the default aggregate function to be applied to numeric measures.

  • Remove Column name prefixes: Check the box if you want to remove the text immediately before an underscore in the column name. The prefix is removed provided the same prefix is used for all columns.

  • Sort items by name: Check this option to sort the items alphabetically.

You can specify the following rules for Dimensions:

  • Always build item folders for the dimension: Check this option to force the Perform Derivation Wizard to create Item Folders for the derived dimension definitions.

  • Build Item Folders for the levels: Check this option to force the Perform Derivation Wizard to create Item Folders for the derived dimension levels.

  • Drill Paths on Item Folders for the levels: Check this option if you want the Perform Derivation Wizard to create Drill Paths on Item Folders being created for each dimension level. This option applies only if item folders are created for each level.

  • Prefix Items with Level Name: Check this option if you want to prefix the item names with the dimension level names.

  • Prefix separator: If you choose to prefix the item names with the dimension level names, then indicate a prefix separator. The default is an underscore.

  • Sort items by name: Check this option if you want to sort the items alphabetically.

  • Derive Dimension Roles: Check this option if you want the Perform Derivation Wizard to derive additional item folders for each role.

You can specify the following rules for Cubes:

  • Sort items by name: Check this option if you want to sort the items alphabetically.

Reviewing the Pre Derivation Rules

The Pre Derivation page displays the objects to be derived and the target or Business Definition module for storing the derived definitions.

Review this information and click Next to perform the derivation.

Reviewing Derivation Progress

The Derivation page displays a progress bar indicating the status of the derivation. When the progress bar displays 100%, the Message Log field displays any errors or warnings. At the end, the log indicates if the derivation was completed successfully.

Click Next to view the list of derived objects.

Finishing the Derivation

The Finish page displays the list of derived objects. Click Finish to accept the derivation. If you are not satisfied and you want to perform the derivation again, click Back to repeat the process.

Warehouse Builder displays the derived definitions in your Business Definition module. You can edit the Item Folder definitions or create additional definitions for deployment to Discoverer.

Using the Data Object Editor with Business Intelligence Objects

Apart from using the Data Object Editor to create business areas and item folders, you can perform the following tasks:

Creating Business Areas Using the Data Object Editor

To create a Business Area using the Data Object Editor:

  1. On the Data Object Editor canvas, navigate to the Business Definition tab.

  2. Right-click a blank area on the canvas and select Add a Business Area.

    Warehouse Builder displays the Add a New or Existing Business Area dialog box.

  3. Select Create a New Business Area and specify a name for the Business Area. Also select the Business Definition module to which the Business Area belongs using the Business Definition Module list.

  4. Click OK.

    Warehouse Builder creates the Business Area and adds an icon representing the Business Area to the canvas.

  5. To add Item Folders to a Business Area, follow steps 3 to 7 in the section "Adding Item Folders to a Business Area".

Adding Item Folders to a Business Area

You can use the Data Object Editor canvas to add item folders to a Business Area. Use the following steps:

  1. Open the Data Object Editor for the Business Area to which you want to add Item Folders.

    To do this, right-click the Business Area name in the Project Explorer and select Open Editor. Alternately, double-click the name of the Business Area in the Project Explorer.

  2. Navigate to the Business Definition tab of the canvas.

  3. Drag and drop an Item Folder icon from the Palette onto the canvas.

    The Add a New of Existing Item Folder dialog box is displayed.

  4. Choose Select an existing Item Folder.

  5. From the selection tree, select the Item Folder that you want to add to the Business Area.

  6. Click OK.

    Warehouse Builder adds an icon that represents the Item Folder on the canvas.

  7. Hold down your mouse on the Items group of the Item Folder, drag and then release on the Item Folders group of the Business Area.

    The Item Folder is added to the list of item folders in the Item Folders group of the Business Area.

You can delete an Item Folder from a Business Area by right-clicking the Item Folder name in the Business Area and selecting Delete.

Creating Item Folder Using the Data Object Editor

To create an Item Folder using the Data Object Editor:

  1. Open the Data Object Editor and navigate to the Business Definition tab.

  2. Right-click a blank area on the canvas and select Add an Item Folder.

    The Add a New or Existing Item Folder dialog box is displayed.

  3. Select Create a New Item Folder.

  4. Specify the following details for the Item Folder:

    • Specify a name for the Item Folder using the New Item Folder Name field. A default name is assigned initially. You can choose to use this name or edit it.

    • Specify the Business Definition module to which the Item Folder belongs. The Business Definition Module list displays a list of the available business definition modules. Select a module from this list.

    • Specify the type of Item Folder to be created using the Item Folder Type list.

  5. Click OK.

    Warehouse Builder displays a node that representing the Item Folder on the canvas.

  6. Right-click the Item Folder node and select Detail View.

    The Details tab that contains a node for the Item Folder is displayed.

  7. From the Palette, drag and drop the icon representing the type of object on which the Item Folder is based on to the canvas. For example, if your Item Folder is based on a table, drag and drop a Table icon from the Palette on to the canvas.

    The Add a New of Existing <Object> dialog box is displayed.

  8. Use this dialog box to select the object on which the Item Folder is based.

    Warehouse Builder adds a node for this object on the canvas.

  9. Map the required columns from the database object to the Items group of the Item Folder.

Adding Items to An Item Folder

You can use the Data Object Editor to add items to an Item Folder. Follow these steps:

  1. Open the Data Object Editor for the Item Folder to which you want to add Items.

    You can do this by right-clicking the Item Folder name in the Project Explorer and selecting Open Editor. Alternately, double-click the Item Folder name in the Project Explorer.

  2. On the Business Definition tab of the canvas, right-click the Item Folder and select Detail View.

    Warehouse Builder displays an additional tab that has the same name as the Item Folder. This tab contains the Item Folder and the source object that is used to create the items in the Item Folder. In the case of simple item folders, the source object is a table or view. In the case of a complex item folder, the source object is an item folder.

    Figure 11-3 Item Folder and its Source Object

    Description of Figure 11-3 follows
    Description of "Figure 11-3 Item Folder and its Source Object"

  3. From the editor Palette, drag and drop the icon that represents the source item onto the canvas. The source item can be a table or a view. Alternately, you can right-click a blank area on the canvas and select Add a Table or Add a View.

    Warehouse Builder displays the Add a New or Existing <Object> dialog box.

  4. Select the Select an existing <Object> option.

  5. From the selection tree, select the name of the object that contains the source data for the items.

  6. Click OK.

    Warehouse Builder adds the source object to the canvas.

  7. From the attribute that stores the source data, drag the Item that you want to add and drop it on the Items group of the Item Folder.

    Warehouse Builder maps the source attributes to the target object.

You can also use the Data Object Editor canvas to delete items from an Item Folder. Right-click the item from the Item Folder and select Delete.

Synchronizing Item Folders

Item Folders are defined based on existing tables, views, or external tables. When the definition of the underlying object changes, you can update the Item Folder definition by synchronizing it with the object on which it is based.

To synchronize an Item Folder:

  1. Expand the Item Folders node in the Project Explorer.

  2. Right-click the Item Folder and select Open Editor.

    The Data Object Editor for the Item Folder is displayed.

  3. On the canvas, right-click the node that represents the Item Folder and select Synchronize.

    The Synchronize Item Folder dialog box is displayed.

  4. Review the details displayed on this dialog box and click OK.

    Warehouse Builder synchronizes the item folder with the data object on which the item is based.

Synchronize Item Folder Dialog Box

The Synchronize Item Folder dialog box enables you to update the Item Folder with any changes made to the data types used in the database object on which the Item Folder is based. This dialog box displays the details of the changes to be made to the Item Folder.

The Synchronize Item Folder dialog box contains three columns: Object, Reason, and Action. The Object column lists the component in the underlying database object that has changed. The Reason column displays a brief description of the reason for the synchronization. The Action column displays the action that will be taken to synchronize the Item Folder. The available actions are Update and None. If you select None for a component, no synchronization is performed for that object. Only definitions that have an Action set to Update are synchronized.

For example, the Item Folder DEPT_ITMF is derived from the DEPT table. After the Item Folder is created, you modify the DEPT table and change the data type of the column LOCATION from VARCHAR2 to NUMBER. When you synchronize the Item Folder DEPT_ITMF, the Synchronize Item Folder dialog box displays LOCATION in the Object column. The Reason column displays "Datatype mismatch". The Action column displays Update.

Click OK to perform the actions listed on the Synchronize Item Folder dialog box and update the Item Folder definition. If you do not wish to perform the actions listed on this dialog box, click Cancel.

Creating Joins Using the Data Object Editor

To create a join, ensure that the Data Object Editor canvas is displaying both the Item Folders between which a joins is being created. To do this, you open the Data Object Editor for one of the Item Folders. Next use the following steps to add the second item folder:

  1. Drag and drop an Item Folder icon onto the canvas. Alternately, you can right-click the canvas and select Add an Item folder.

    Warehouse Builder displays the Add a New or Existing Item Folder dialog box.

  2. Select the Select an Existing Item Folder option.

  3. Select the Item folder from the selection tree.

    Warehouse Builder adds the item folder to the Data Object Editor canvas.

Once you have both item folders on the Data Object Editor canvas, you can create a join between them by mapping the item from the source Item Folder to the corresponding item in the target Item Folder. The default join condition used is '='. You can change this by editing the join.

Alternately, you can use the following steps:

  1. Right-click the Joins group of the Item Folder, either in the Business Definition tab or the detail view, and select Add a Join.

    Warehouse Builder displays the Folder Join dialog box.

  2. Specify a name for the join and click OK.

    Warehouse Builder adds this join to the Joins group of the Item Folder.

  3. Select an Item from the owning Item Folder and drag it on to the Join to create the local item.

  4. Select an Item from the other Item Folder and drag it on to the Join to create the remote item.

Configuring Business Intelligence Objects

During the design phase, you create definitions for the business intelligence objects. After you design objects, you can assign physical properties to these design objects by setting configuration parameters.

To configure a business intelligence object, right-click the object in the Project Explorer and select Configure. The Configuration Properties dialog box is displayed. Click the object name on the left side of this dialog box to display the configuration parameters on the right.

All business intelligence objects have a configuration parameter called Deployable. Select Deployable if you want to generate scripts and deploy the business object. Warehouse Builder only generates scripts for objects marked deployable.

The following sections describe additional configuration parameters for different types of business intelligence objects.

Configuration Parameters for Business Definition Modules

You can set the following configuration parameters for a Business Definition module.

Object Matching: Indicates how object matching during deployment to Discoverer should be performed. When you deploy business definitions, an .eex file is first created and then this file is imported into the Discoverer EUL.

The options you can select for Object Matching are By Identifier or By Name. Warehouse Builder uses this setting to check if an object similar to one that is being deployed already exists in the EUL. If a similar object is found, in Create mode the objects are not deployed and in Upgrade mode the objects are refreshed.

MLS Deployment Language: Represents the language used for deployment to Discoverer.

Location: Represents the Discoverer location to which the Business Definition module is deployed.

Configuration Parameters for Item Folders

You can set the following configuration parameters for item folders.

Optimizer Hint: Represents the optimizer hint to be added when the item folder is used in a query. Click the Ellipsis button on this field to specify the optimizer hint.

Location: Represents the location of the database object that the item folder references.

Configuration Parameters for Registered Functions

For registered functions, you can set the following configuration parameters.

Package: Represents the name of the package that contains the registered function.

AUTHID: Specifies the AUTHID option to be used while generating the registered function. The options you can select are None, Current_User, or Definer. The function will be executed with the permissions defined by the AUTHID clause rather than the permissions of the function owner.

Accessing Business Intelligence Objects Using Oracle BI Discoverer

Once you successfully deploy the business intelligence objects that you create, these objects are available in Oracle BI Discoverer. You can use these objects to perform analysis on your warehouse data.

Using Business Definitions in Oracle BI Discoverer

After you deploy the business definitions that you create, these objects are available in the EUL to which they were deployed. You log in to Oracle BI Discoverer Administrator using the user name that you used to deploy the business definitions.

Figure 11-4 Discoverer Administrator Showing Business Intelligence Objects

Description of Figure 11-4 follows
Description of "Figure 11-4 Discoverer Administrator Showing Business Intelligence Objects"

You can now use Oracle BI Discoverer to create reports based on the business intelligence objects that you display.