Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introducing Oracle BI Standard Edition One

• 1.1 Oracle Database 10g Standard Edition One
  • 1.1.1 Oracle Warehouse Builder
• 1.2 Oracle BI Server
• 1.3 Oracle BI Answers
• 1.4 Oracle BI Interactive Dashboards
• 1.5 Oracle BI Publisher
• 1.6 Oracle BI Standard Edition One Usage Considerations

2 Using the Tutorial

• 2.1 Who Should Read This Tutorial
• 2.2 How This Tutorial Is Organized
  • 2.2.1 Case Study—The Global Electronics Corporation
  • 2.2.2 Database Structures for the GEC Case Study
    • 2.2.2.1 BISE1_SALES Schema
    • 2.2.2.2 BISE1_SALESWH Schema
    • 2.2.2.3 BISE1_TUTORIALWH Schema
  • 2.2.3 Accounts Used in the Tutorial
  • 2.2.4 Tutorial Files and Directory Structure

3 Set Up the Data Mart

• 3.1 About Setting Up the Data Mart
• 3.2 Examining a Completed Warehouse Builder Project
  • 3.2.1 Access the OWB Repository Using the OWB Design Center
  • 3.2.2 Explore the Completed OWB Project
• 3.3 Creating the Dimensions and the Cube
  • 3.3.1 Create the CHANNELS Dimension Using the Wizard
  • 3.3.2 Create the PRODUCTS Dimension Using the Editor
  • 3.3.3 Create the TIMES Dimension Using the Time Wizard
  • 3.3.4 Create the SALES Cube Using the Editor
• 3.4 Creating the Mappings
  • 3.4.1 Design the Mapping to Load the PRODUCTS Dimension
  • 3.4.2 Use Tcl Scripts to Create Mappings for the CHANNELS Dimension and the SALES Cube
• 3.5 Generating the Mappings
• 3.6 Designing a Process Flow
  • 3.6.1 Create a New Process Flow
  • 3.6.2 Add a Fork Activity
  • 3.6.3 Add the Mappings
  • 3.6.4 Add an AND and Control Activities
  • 3.6.5 Add Transitions
• 3.7 Validating and Generating the Process Flow
• 3.8 Deploying Mappings and Loading Data
  • 3.8.1 Register the Locations
  • 3.8.2 Deploy Sequences
  • 3.8.3 Deploy Tables
  • 3.8.4 Deploy the Mappings
  • 3.8.5 Deploy the Process Flow
  • 3.8.6 Execute the Process Flow
  • 3.8.7 View the SALES Cube Data

4 Build the BI Repository

• 4.1 About the Oracle BI Administration Tool
• 4.2 Building the Physical Layer
  • 4.2.1 Verify an ODBC Data Source Exists
  • 4.2.2 Start Oracle BI Services
  • 4.2.3 Import Tables from the Database Schema
• 4.3 Building the Business Model and Mapping Layer
  • 4.3.1 Create a Business Model
  • 4.3.2 Populate the Business Model
  • 4.3.3 Rename Business Model Objects
  • 4.3.4 Delete Unnecessary Business Model Objects
  • 4.3.5 Build Dimension Hierarchies
• 4.4 Building the Presentation Layer
• 4.5 Testing and Validating a BI Repository
  • 4.5.1 Run a Consistency Check
  • 4.5.2 Enable Query Logging
  • 4.5.3 Use Oracle BI Answers to Execute Queries
  • 4.5.4 Use the Query Log to Verify Queries
• 4.6 Creating Calculation Measures
  • 4.6.1 Create a New Measure
  • 4.6.2 Create a Calculation Measure Using Logical Columns
  • 4.6.3 Create a Calculation Measure Using Physical Columns
  • 4.6.4 Create a Calculation Measure Using the Calculation Wizard
• 4.7 Using Initialization Blocks and Variables - Advanced
  • 4.7.1 Explore an Initialization Block for Session Variables
  • 4.7.2 Test the Initialization Block and Session Variables
  • 4.7.3 Create a Dynamic Repository Variable
• 4.8 Executing Direct Database Requests - Advanced
• 4.9 Using Aggregates - Advanced
  • 4.9.1 Use a Direct Database Request to Create Aggregate Tables
  • 4.9.2 Import the Aggregate Tables
  • 4.9.3 Create Physical Joins to the Aggregate Tables
  • 4.9.4 Map Logical Columns to Aggregate Columns
  • 4.9.5 Test the Aggregation Using Oracle BI Answers
• 4.10 Creating Time Series Measures - Advanced
  • 4.10.1 Identify a Dimension as a Time Dimension
  • 4.10.2 Create a Month Ago Measure
  • 4.10.3 Create a Change Month Ago Measure
  • 4.10.4 Create a ToDate Measure
  • 4.10.5 Test the Time Series Measures
• 4.11 Adding Multiple Sources - Advanced
  • 4.11.1 Create an ODBC DSN
  • 4.11.2 Import the Excel Data Source Into the BI Repository
  • 4.11.3 Create a Physical Key
  • 4.11.4 Create the Physical Joins
  • 4.11.5 Set the Dimension Key
  • 4.11.6 Map the Logical Dimension Columns
  • 4.11.7 Create the Quota Measures
  • 4.11.8 Test the Quota Measures

5 Analyze the Data

• 5.1 Prerequisites
• 5.2 Creating a Query and a Chart
  • 5.2.1 Create an Answers Query
  • 5.2.2 Add Filters on Columns
  • 5.2.3 Create Totals and Format Results
  • 5.2.4 Create a Chart
• 5.3 Working with Pivot Tables
• 5.4 Creating Column Selectors
• 5.5 Creating a Narrative View
• 5.6 Creating View Selectors
• 5.7 Creating Conditional Formats, Gauges, and Navigation
  • 5.7.1 Create a Report with Conditional Formats
  • 5.7.2 Add Gauges to the Report
  • 5.7.3 Add Navigation to the Report

6 Publish Data on Dashboards

• 6.1 Prerequisites
• 6.2 Creating an Interactive Dashboard
• 6.3 Using Dashboard Prompts and Presentation Variables
  • 6.3.1 Create a Dashboard Prompt
  • 6.3.2 Use a Presentation Variable to Populate a Title

7 Create and Publish Reports

• 7.1 Logging in to Oracle BI Publisher and Setting Preferences
• 7.2 Creating a Report Based on the Operational Data
  • 7.2.1 Create a JDBC Connection to the Data Source
  • 7.2.2 Define a New Report
    • 7.2.2.1 Create the New Report
    • 7.2.2.2 Create a Data Model for the Report
    • 7.2.2.3 Create Lists of Values and Parameters
    • 7.2.2.4 Create a Layout
  • 7.2.3 Create an RTF Template for the Report
    • 7.2.3.1 Install Oracle BI Publisher Desktop
    • 7.2.3.2 Open the Report Layout Template
    • 7.2.3.3 Insert Report Fields Into the Template
    • 7.2.3.4 Apply Format Masks to the Fields
  • 7.2.4 View the Report
• 7.3 Automatically Delivering BI Publisher Reports
  • 7.3.1 Configure Oracle BI Publisher Scheduler Report Delivery Options
  • 7.3.2 Schedule FTP Delivery of a Report
• 7.4 Publishing a BI Publisher Report in BI Dashboards
  • 7.4.1 Create an Oracle BI Publisher Report from an Oracle BI Answers Request
  • 7.4.2 Publish the Oracle BI Publisher Report on Oracle BI Interactive Dashboards
• 7.5 Creating an Oracle BI Publisher Report Using BI Server Metadata
  • 7.5.1 Create an Oracle BI Publisher Report from BI Server Metadata
  • 7.5.2 Publish the Template to View the Report Data in Oracle BI Publisher

8 Reset the Tutorial Exercise Environment

• 8.1 Reset the Oracle Warehouse Builder Environment
• 8.2 Reset the BI Server Metadata Repository
• 8.3 Reset the BI Presentation Services Web Catalog

9 Next Steps

• 9.1 Enhancing the Security of Your Oracle BI Environment
• 9.2 Administering the Database
• 9.3 Using Oracle Warehouse Builder
• 9.4 Administering Oracle Warehouse Builder
• 9.5 Administering Oracle BI Server
• 9.6 Using Oracle BI Answers and Dashboards
• 9.7 Administering Oracle BI Answers and Dashboards
• 9.8 Using Oracle BI Publisher
• 9.9 Administering Oracle BI Publisher

A Data Mart Concepts

• A.1 What Is a Data Mart?
• A.2 How Is It Different from a Data Warehouse?
• A.3 Dependent and Independent Data Marts
• A.4 What Are the Steps in Implementing a Data Mart?
  • A.4.1 Designing
  • A.4.2 Constructing
  • A.4.3 Populating
  • A.4.4 Accessing
  • A.4.5 Managing

B Design the Data Mart

• B.1 Defining the Scope of the Data Mart Project
• B.2 Defining the Requirements for the Data Mart
  • B.2.1 Define Business Requirements
  • B.2.2 Identify Technical Requirements
  • B.2.3 How Do You Know If You Have Done It Right?
• B.3 Data Mart Design
  • B.3.1 Creating a Logical Design
  • B.3.2 Creating a Wish List of Data
  • B.3.3 Identifying Sources
  • B.3.4 Classifying Data for the Data Mart Schema
    • B.3.4.1 Dimensions
    • B.3.4.2 Facts
    • B.3.4.3 Granularity
  • B.3.5 Designing the Star Schema
  • B.3.6 Moving from Logical to Physical Design
    • B.3.6.1 Estimating the Size of the Data Mart
    • B.3.6.2 What Is Metadata?