| Oracle® Warehouse Builder User's Guide 10g Release 2 (10.2.0.2) Part Number B28223-05 |
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View PDF |
| Oracle® Warehouse Builder User's Guide 10g Release 2 (10.2.0.2) Part Number B28223-05 |
|
|
View PDF |
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 section contains the following topics:
Using the Data Object Editor with Business Intelligence Objects
Accessing Business Intelligence Objects Using Oracle BI Discoverer and Oracle BI Beans
Note:
The use of the functionality described in this chapter requires the Warehouse Builder Enterprise ETL Option.Warehouse Builder introduces Business Intelligence objects that enable you to integrate seamlessly with Oracle Business Intelligence tools such as Discoverer and Business Intelligence (BI) Beans. You can define Business Intelligence objects in Warehouse Builder that enable you to store definitions of business views and presentation templates. You can then deploy these definitions to the Oracle Business Intelligence tools and extend the life-cycle of your data warehouse.
Business definitions are the equivalent of Discoverer EUL objects and enable you to integrate with Oracle BI Discoverer. Business definitions facilitate data analysis of data stored in Warehouse Builder. You can define and then deploy business objects to Oracle BI Discoverer. For more information about business definitions, see "About Business Definitions".
You can create business definitions or derive them from existing schemas. For information on creating business definitions, see "Creating Business Definitions". For information about deriving business definitions, see "Deriving Business Intelligence Objects".
This section contains the following topics:
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 in Warehouse Builder:
From the Warehouse Builder Project Explorer, expand the project node.
Expand the Business Intelligence node.
Right-click Business Definitions and select New.
Warehouse Builder opens the Create Business Definition Module Wizard.
Follow the wizard steps by clicking Next.
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".
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 drop-down 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. Warehouse Builder displays the Edit Discoverer Location dialog. Provide the required information to connect with your target system and click OK. For more information on the Edit Discoverer Location dialog, see "Defining Discoverer Locations".
Note:
Deployment of Discoverer locations will fail if the EUL owner does not have the CREATE DATABASE LINK privilege.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:
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 choose SQL*Net Connection, specify the net service name in the Net Service Name field. When you choose 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".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.
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 Warehouse Builder creates the Business Definition module, 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 in Warehouse Builder:
Item Folders
Business Areas
Drill Paths
Lists of Values
Alternative Sort Orders
Drills to Detail
Registered Functions
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 in Warehouse Builder: Simple and Complex. Simple Item Folders contain items from exactly one table in your Warehouse Builder repository. 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 repository, 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 in Warehouse Builder:
After you derive your design object definitions, Warehouse Builder creates an Item Folder 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:
From the Project Explorer, expand your Business Definition module node, then expand the Item Folders node.
Right-click the Item Folder name and select Open Editor. Or double-click the Item Folder name.
Warehouse Builder opens the Data Object Editor.
Click each of the tabs to edit the Item Folder using the following guidelines.
The Name tab enables you to edit the name and description for the Item Folder. It also lists the item folder type.
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 reverse shuttle arrows to return the items from the Selected column to the Available column. You then use the shuttle arrows 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 reverse shuttle arrows 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.
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. This dialog contains a subset of the options in the Expression Builder. Use the Formula dialog to create your calculation. This field is populated after you close the Formula dialog. For more information on 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 drop-down 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 filenames, 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 datatypes.
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 in Warehouse Builder 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 15-1 shows how the items in two different item folders SALES and SALES1 are related.
On the Joins page, click a row in the Specify the Joins field. Provide the following information, as shown in Figure 15-1:
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 drop down 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: Warehouse Builder automatically populates this drop-down list 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.
In Figure 15-1, JOIN1 forms a relationship between the two Item Folders, SALES and SALES 1. You can now include the related Items from these two different Item Folder in the same complex Item Folder.
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 on 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.
When you derive intelligence objects, Warehouse Builder creates Item Folders as part of the derived business definitions. However, if you want to define a customized Item Folder, Warehouse Builder enables you to 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:
Expand the Business Definition module in which you want to create an item folder.
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 on 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 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 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:
Select the Create a New Item Folder option.
In the Item Folder Name field, specify a name for the Item Folder.
In the Oracle Module drop-down list, select the name of the Business Definition module to which the Item Folder should belong.
In the Item Folder Type drop-down, select the type of item folder to be created. The options are simple and complex.
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 on the contents of these tabs, see "Editing an Item Folder" .
To create an Item Folder using the Create Item Folder Wizard:
Expand the Business Definition module in which you want to create an item folder.
Right-click Item Folders and select New, then Using Wizard.
Warehouse Builder opens the Create Item Folder Wizard.
Follow the wizard steps by clicking Next.
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 Warehouse Builder repository 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.
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 Warehouse Builder repository, 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 use the shuttle arrows 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 in Warehouse Builder using the Data Object Editor for an Item Folder. For more information on creating joins, see "Joins Tab".
When you create a complex item folder, if there is more than one join path between the item folders selected as the item sources, Warehouse Builder displays the Join Selection page. The drop-down 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.
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".
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 enables 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:
Expand a Business Definition module.
Right-click Business Areas and select New, then Using Editor.
Warehouse Builder opens the Data Object Editor for the business area.
Specify details on the following tabs of the Data Object Editor.
Name tab
Item Folders tab
For more information on 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 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 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:
Expand a Business Definition module.
Right-click Business Areas and select New, then Using Wizard.
Warehouse Builder opens the Create Business Area Wizard.
Follow the wizard steps by clicking Next.
In the Name and Description page, type a name and optional description for the Business Area.
In the Item Folders page, Warehouse Builder displays all the Item Folders available within the Business Definition module. You can multi-select the Item Folders by pressing the CTRL key and use the shuttle arrows to move them to the list of Selected Item Folders.
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 Warehouse Builder creates the Business Area, 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, Warehouse Builder provides the Edit Business Area dialog. For details, see "Editing a Business Area".
Warehouse Builder enables you to edit the definitions for a Business Area using the Edit Business Area dialog.
To edit a Business Area:
From the Project Explorer, expand the Business Area node.
Right-click a Business Area name and select Open Editor.
Warehouse Builder opens the Edit Business Area dialog containing two tabs: Name and Item Folders. Edit these tabs as follows:
The Name tab enables you to edit the name and description of 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 shuttle 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.
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, and so on. 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:
Expand the Business Definition module.
Right-click Drill Paths and select Create Drill Path.
Warehouse Builder opens the Create Drill Path Wizard.
Follow the wizard steps by clicking Next.
In the Name and Description page, type a name and optional description for the Drill Path.
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 on a row and provide the following information:
Drill Level: Type a name for the drill level.
Item Folder: From the drop down 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, as shown in Figure 15-2.
If there are more than one join paths between the Item Folders referenced by the drill levels, Warehouse Builder displays the Join Selection page. The drop-down list displays a list of the existing joins between the selected Item Folder. Select the join that you want to use for the drill path.
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 enables you to edit a drill path using the Edit Drill Path dialog.
Warehouse Builder enables you to edit drill paths using the Drill Path using the Edit Drill Path dialog.
To edit a drill path:
From the Project Explorer, expand the Drill Paths node.
Right-click the Drill Path and select Open Editor.
Warehouse Builder displays the Edit Drill Path dialog containing two tabs: Name and Drill Levels.
The Name tab enables you to edit the name and the description of 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 drop-down 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.
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 drop down list to view a report on the quantities of a product sold in four specific countries.
In Warehouse Builder, 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:
Expand the Business Definition module.
Right-click Lists of Values and select New.
Warehouse Builder opens the Create List of Values Wizard.
Follow the wizard steps by clicking Next.
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, Warehouse Builder creates an Item Class that you can use both as a List of Values and as a Drill to Detail.
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 Warehouse Builder repository. Expand the nodes to select an item and click Next.
The Referencing Item page enables you to associate your LOV with different items. The Available Items column displays all the Items available in your Warehouse Builder repository. Expand the nodes to select the items that will reference your list of values. Use the shuttle arrows to move your selections to the Selected Items column and click Next.
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 enables you to edit the name, description, and defining and referencing items associated with an LOV using the Edit List of Values dialog.
Warehouse Builder enables you to edit a list of values using the Edit List of Values dialog.
To edit a list of values:
From the Project Explorer, expand the List of Values node.
Right-click the List of Values and select Open Editor.
Warehouse Builder displays the Edit List of Values dialog containing the following tabs: Name, Defining Item, Referencing Items, and Options.
Use the Name tab to edit the name and description of 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.
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 shuttle arrows 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 shuttle arrows to move it to the Available column.
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 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.
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:
Expand the Business Definition module.
Right-click Alternative Sort Orders and select New.
Warehouse Builder opens the Create Alternative Sort Order Wizard.
Follow the wizard steps by clicking Next.
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, Warehouse Builder creates an Item Class that can be used both as an Alternative Sort Order and as a Drill to Detail.
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.
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.
The Referencing Items page enables you to associate your Alternative Sort Order with different items. The Available column lists all the Items in the Warehouse Builder repository. Expand the nodes to select the items that will reference your Alternative Sort Order. Use the shuttle arrows to move your selections to the Selected column and click Next.
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.
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 enables you to edit the name, description, and defining and referencing items associated with an alternative sort order using the Edit dialog.
The Edit Alternative Sort Order dialog enables you to edit an alternative sort order.
To edit an alternative sort order:
Expand the Alternative Sort Order node in the Project Explorer.
Right-click the Alternative Sort Order and select Open Editor.
The Edit Alternative Sort Order dialog containing the following tabs is displayed: Name, Defining Item, Defining Order Item, Referencing Order Items, and Options.
Use the Name tab to edit the name and description of the alternative sort order.
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.
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.
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 shuttle arrows 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 shuttle arrows.
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 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.
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 in Warehouse Builder, 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 in Warehouse Builder using the Create Drill to Detail dialog.
To create a Drill to Detail:
Expand the Business Definition module.
Right-click Drills to Detail and select New.
Warehouse Builder opens the Create Drill to Detail dialog.
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 lists the Item Folders in the Business Definition Module. Select a referencing item from this set and use the shuttle arrow buttons to move it to the Selected column.
Use the Edit Drill to Detail dialog to edit a Drills to Detail.
To edit a Drills to Detail:
Expand the Drills to Detail node in the Project Explorer.
Right-click the name of the Drill to Detail and select Open Editor.
The Edit Drill to Detail dialog is displayed. The contents of this dialog are the same as the Create Drill to Detail dialog. 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, see "Create Drill to Detail".
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 Warehouse Builder definitions.
You can define a registered function using the Create Registered Function Wizard as described below.
To create a Registered Function:
Expand the Business Definition module.
Right-click Registered Function and select New.
Warehouse Builder opens the Create Registered Function Wizard.
Follow the wizard steps using the following guidelines.
In the Name and Description page, type a name and optional description for the alternative sort order.
From the drop-down menu, select a return type for the function. Select the Available to User option to indicate if a Discoverer end-user can use this registered function in calculations.
Specify the function parameters by clicking on a row and typing a name for the parameter. From the drop-down list, select the data type for the parameter. Check the box to indicate if this parameter is required or not and type an optional description.
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 enables you to edit the name, description, and parameters of the function using the Edit dialog.
Use the Edit Registered Function dialog to edit a registered function.
To edit a registered function:
Expand the Registered Functions node in the Project Explorer.
Right-click the registered function and select Open Editor.
The Edit Registered Function dialog containing the following tabs is displayed: Name and Parameters.
Use the Name tab to edit the name and the description of the 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 datatype. Delete a parameter by right-clicking the grey cell to the left of the parameter name and selecting Delete.
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 in Warehouse Builder:
From the Warehouse Builder 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.
Right-click the name of the warehouse module or object and select Derive.
Warehouse Builder opens the Perform Derivation Wizard.
Follow the wizard steps using the following guidelines.
You can also launch the Perform Derivation Wizard from the Data Object Editor using the following steps:
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.
From the Object menu, select Derive.
Follow the wizard steps using the following guidelines.
The Source Objects page enables you to select additional objects for derivation. The Available column displays all the objects available in your Warehouse Builder repository 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 shuttle arrows 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.
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, Warehouse Builder creates shortcuts 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.
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 drop-down menu. 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 the Show advanced parameters option 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 drop-down menu. 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 Warehouse Builder to validate the selected objects before deriving them.
Abort on error: Check the box if you want Warehouse Builder 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.
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.
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.
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.
After you create your business definitions, you can deploy them using the Control Center. The business definitions are deployed to the Discoverer location associated with the Business Definition module that contains these business definitions. Before you deploy business definitions, ensure that a valid Discoverer location is associated with the Business Definition module. For information about how to associate a Discoverer location with a Business Definition module, see "Setting the Connection Information".
Note that you can directly deploy business definitions only to Discoverer 10g Release 2. When you deploy business definitions to Discoverer 10g Release 2, Warehouse Builder creates an .eex file that contains the objects, connects to the EUL specified using the Discoverer location, and imports the .eex file into Oracle Discoverer. During the import, any new business definitions are appended on top of the existing definitions. You must validate the EUL and remove redundant definitions. For example, you deploy an item folder that contains four items. Subsequently, you delete one item from the item folder. When you redeploy the item folder, it still contains four items. This is because only new definitions are being appended, but old definitions are not removed.
Deploying Business Definitions to Versions Lower than of Discoverer 10g Release 2
You cannot directly deploy business definitions to versions of Discoverer lower than Discoverer 10g Release 2. However, you can still transfer your business definitions to Discoverer using the following work around.
When you deploy business definitions to a location that points to a version of Discoverer lower than Discoverer 10g Release 2, the deployment will fail. But Warehouse Builder still creates an .eex file that contains the business definitions. This .eex file is assigned a default name, for example, 2022.eex, and is stored in the <OWB_ORACLE_HOME>\owb\deployed_scripts directory. You can connect to the EUL using Discoverer and import this .eex file.
Apart from using the Data Object Editor to create business areas and item folders, you can perform the following tasks:
Create Business Areas, see "Creating Business Areas Using the Data Object Editor".
Add Item Folders to a Business Area, see Create "Adding Item Folders to a Business Area".
Create Item Folders, see "Creating Item Folder Using the Data Object Editor".
Add Items to an Item Folder, see "Adding Items to An Item Folder".
Synchronize Item Folders with the underlying database table, see "Synchronizing Item Folders".
Create joins, see "Creating Joins Using the Data Object Editor".
To create a Business Area using the Data Object Editor:
On the Data Object Editor canvas, navigate to the Business Definition tab.
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.
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 drop-down list.
Click OK.
Warehouse Builder creates the Business Area and adds an icon representing the Business Area to the canvas.
To add Item Folders to a Business Area, follow steps 3 to 7 in the section "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:
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.
Navigate to the Business Definition tab of the canvas.
Drag and drop an Item Folder icon from the Palette onto the canvas.
The Add a New of Existing Item Folder dialog is displayed.
Choose Select an existing Item Folder.
From the selection tree, choose the Item Folder that you want to add to the Business Area.
Click OK.
Warehouse Builder adds an icon that represents the Item Folder on the canvas.
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.
To create an Item Folder using the Data Object Editor:
Open the Data Object Editor and navigate to the Business Definition tab.
Right-click a blank area on the canvas and select Add an Item Folder.
The Add a New or Existing Item Folder dialog is displayed.
Select Create a New Item Folder.
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 drop-down 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 drop-down list.
Click OK.
Warehouse Builder displays a node that representing the Item Folder on the canvas.
Right-click the Item Folder node and select Detail View.
The Details tab that contains a node for the Item Folder is displayed.
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 is displayed.
Use this dialog to select the object on which the Item Folder is based.
Warehouse Builder adds a node for this object on the canvas.
Map the required columns from the database object to the Items group of the Item Folder.
You can use the Data Object Editor to add items to an Item Folder. Follow these steps:
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.
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 as shown in the Figure 15-3.
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 15-3 Item Folder and its Source Object
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 Builderdisplays the Add a New or Existing <Object> dialog.
Select the Select an existing <Object> option.
From the selection tree, choose the name of the object that contains the source data for the items.
Click OK.
Warehouse Builder adds the source object to the canvas.
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.
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:
Expand the Item Folders node in the Project Explorer.
Right-click the Item Folder and select Open Editor.
The Data Object Editor for the Item Folder is displayed.
On the canvas, right-click the node that represents the Item Folder and select Synchronize.
The Synchronize Item Folder dialog is displayed.
Review the details displayed on this dialog and click OK.
Warehouse Builder synchronizes the item folder with the data object on which the item is based.
The Synchronize Item Folder dialog 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 displays the details of the changes to be made to the Item Folder.
The Synchronize Item Folder dialog 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 by Warehouse Builder to synchronize the Item Folder. The available actions are Update and None. If you choose 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 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 and update the Item Folder definition. If you do not wish to perform the actions listed on this dialog, click Cancel.
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:
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.
Select the Select an Existing Item Folder option.
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:
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.
Specify a name for the join and click OK.
Warehouse Builder adds this join to the Joins group of the Item Folder.
Select an Item from the owning Item Folder and drag it on to the Join to create the local item.
Select an Item from the other Item Folder and drag it on to the Join to create the remote item.
Business presentations enable you to integrate with Oracle BI Beans. You can define business presentations using Warehouse Builder metadata and then deploy these definitions to Oracle BI Beans. To define business presentations, you first define a business presentation module that acts as the container for your presentation objects. For more information about business presentations, see "About Business Presentations".
The following sections describe these topics:
Business Presentation modules store definitions for presentation templates in Warehouse Builder. You can later deploy these presentation templates to BI Beans.
Define a Business Presentation module using the Create Business Presentation Module Wizard as described below.
To create a Business Presentation Module:
Expand the Business Intelligence node.
Right-click Business Presentations and select New.
Warehouse Builder opens the Create Business Presentation Module Wizard.
Follow the wizard steps using the following guidelines.
In the Name and Description page, type a name and optional description for the business presentation module. From the drop-down menu, select the module status.
For more information about naming conventions, see "Naming Conventions for Data Objects".
Specify the target location where you want to deploy your business presentation definitions. This is the BI Beans catalog in which you want to define the business presentations.
If you want to use a deployment location that you created previously, select the location using the Location drop-down list.
By default, the wizard creates a location for the module you are creating. For example, if your module is called BUSN_PRES, the wizard creates a location called BUSN_PRES_LOCN. To provide the connection information for this location, click Edit. The Edit BI Beans Location dialog is displayed. For more information about this dialog, see "Defining BI Beans Locations". You can skip this step at this time and create a deployment location later. Note that you cannot successfully deploy the definitions until you create and specify a target location.
A BI Beans location provides details about the system to which the business presentations that you create are deployed. This system should have Oracle BI Beans installed.
To define a BI Beans location, enter the following details on the Edit Discoverer Location dialog:
User Name: The name of the BI Beans catalog owner to which you want to deploy your business definitions.
Password: The password for the user specified in User Name.
Host: The host name of the system on which the BI Beans catalog exists.
Port: The default port number is 1521.
Service Name: The service name of the Oracle Database installation.
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.
In the summary page, review the name and deployment location information for the new module. Click Back if you want to make any changes or click Finish to finish creating the module.
You can locate the Business Presentations module on the Project Explorer under the Business Intelligence node. Warehouse Builder enables you to edit the name, description, and location information of this module using the Edit dialog.
Expand your Business Presentation module node to display the Presentation Templates node. This is where you define your presentation templates, as described in "Creating Presentation Templates".
Use the Edit Business Presentation Module dialog to edit a Business Presentation Module definition.
To edit a Business Presentation Module:
Expand the Business Presentation Module node in the Project Explorer.
Right-click the name of the Business Presentation Module and select Open Editor.
The Edit Business Presentation Module dialog containing the Name tab and the Data Location tab is displayed.
Use the Name tab to edit the name and the description of the Business Presentation Module.
The Data Locations tab displays the data location that is selected for the Business Presentation Module in the Selected Locations column. The Available Locations column lists the available BI Beans locations. To specify a new location for the Business Presentation Module, move the current selection from the Selected Locations column to the Available Locations column using the shuttle arrows. Then select the new location from the Available Location column and move it to the Selected Locations column.
You can create a new location by clicking New and specifying the details for the new location.
Warehouse Builder provides a wizard to help you create presentation templates to be configured and deployed to BI Beans. You can create simple cross-tab and graphical presentation templates that can be deployed any number of times.
Follow these steps to create a Business Presentation Template in Warehouse Builder.
To create a Business Presentation Template:
Expand your Business Presentations module.
Right-click Presentation Templates and select New.
Warehouse Builder opens the Create Presentation Template Wizard.
Follow the wizard steps using the following guidelines.
In the Name and Description page, type a name and optional description for the Presentation Template.
Select the type of report structure or presentation template you want to define for display in BI Beans. You can choose a Crosstab or Graph structure type.
Select the Items you want to display in your presentation template when it is deployed to BI Beans. The Available column lists all the cubes available in your Warehouse Builder repository, along with their measures and dimensions. Select the Items you want to include and use the shuttle arrows to move the selected Items to the Selected column.
Select Automatically add the dimensions and dimension roles to include dimensions and dimension roles that are related to the selected items.
You can choose the layout of your presentation template by selecting what items you want to see on what axis. For example, you can drag and drop the Page Edge Items to the x-axis or y-axis to customize your layout.
In the Summary page, review the settings for your Presentation Template. Click Back if you want to make any changes or click Finish to finish creating the Presentation Template.
You can locate the Presentation Template on the Project Explorer under the Presentation Templates node. Use the Edit dialog to modify the name, type, and layout of your Presentation Template.
Use the Edit Presentation Template dialog to edit a Presentation Template.
To edit a Presentation Template:
Expand the Presentation Templates node from the Project Explorer.
Right-click the Presentation Template and select Open Editor.
The Edit Presentation Template dialog containing the following tabs is displayed: Name, Type, Items, Layout.
Use the Name tab to edit the name and description of the Presentation Template.
Use the Type tab to modify the type of presentation template that is used to display the report in BI Beans. The available options are Crosstab and Graph.
Use the Items tab to modify the items displayed in the presentation template when it is displayed in BI Beans. The items that are currently displayed in BI Beans are listed in the Selected column. To display more items, move these items from the Available column to the Selected column. To remove certain items when the presentation template is displayed, move these items from the Selected column to the Available column using the shuttle arrows.
During the design phase, you create definitions for the business intelligence objects using Warehouse Builder design 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 is displayed. Click the object name on the left side of this dialog 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.
You can set the following configuration parameters for a Business Definition module.
Object Matching: Indicates how Warehouse Builder should perform object matching during deployment to Discoverer. When you deploy business definitions, Warehouse Builder first creates an .eex file and then imports this file 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.
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.
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.
Set the following configuration parameters for business presentation modules.
Default Catalog Folder. Represents the default catalog folder in the BI catalog to which all presentations in the module are deployed. Warehouse Builder uses this catalog folder for presentations that do not specify a catalog folder in their configuration options.
For example, busn_pres/my_reports. If you do not specify a folder, the default is the root folder in the BI catalog. Note that the folder you specify must exist before you deploy business presentation objects in this module. If the folder does not exist, deployment fails.
Location: Represents the BI Beans location to which business presentations are deployed.
Set the following configuration parameters for presentation templates.
Catalog Folder: Represents the folder in the BI Beans catalog to which the presentation template is deployed. If no value is specified for this parameter, Warehouse Builder deploys this presentation to the folder specified in the Default Catalog Folder configuration property of the presentation module to which the presentation template belongs.
Once you successfully deploy the business intelligence objects that you create, these objects are available in Oracle BI Discoverer and Oracle BI Beans. You can use these objects to perform analysis on your warehouse data.
After you deploy the business definitions that you create using Warehouse Builder, 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. The business definitions that you deployed are displayed as shown in Figure 15-4.
Figure 15-4 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.
After you deploy the business presentations created using Warehouse Builder, you can access them from the BI Beans catalog using applications such as BI Beans VTF (Visual Test Framework) or JDeveloper. The results you see is the presentation you deployed operating on the warehouse data that Warehouse Builder created.
Figure 15-5 Business Presentation Deployed to BI Beans
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