Working with Presentation Hierarchies and Levels

Presentation hierarchies and presentation levels provide an explicit way to expose the multidimensional model in Oracle BI Answers.

When presentation hierarchies and levels are defined in the Presentation layer, roll-up information is displayed in the Oracle BI Answers navigation pane, providing users with important contextual information.

Be aware that members in a presentation hierarchy are not visible in the Presentation layer. Instead, you can see hierarchy members in Answers.

Most importantly, users can create hierarchy-based queries using these objects. Presentation hierarchies expose analytic functionality such as member selection, custom member groups, and asymmetric queries.

As with other Presentation layer objects, you can also provide localization information and apply fine-grained access control to presentation hierarchies and levels.

If you have a repository from a previous release, note that presentation hierarchies do not appear in the Presentation layer automatically as part of the Oracle BI repository upgrade process. You must manually create these objects by dragging logical dimensions from the Business Model and Mapping layer to the appropriate presentation tables.

This section contains the following topics:

Creating and Managing Presentation Hierarchies

To create a presentation hierarchy, you can drag a logical dimension hierarchy from the Business Model and Mapping layer to a table in the Presentation layer.

The presentation hierarchy object must be located within a presentation table, unlike in the Business Model and Mapping layer, where logical dimensions are peer objects of tables. Presentation hierarchies are also displayed within their associated tables in Oracle BI Answers, providing a conceptually simpler model.

If a logical dimension spans multiple logical tables in the Business Model and Mapping layer, it is a best practice to model the separate logical tables as a single presentation table in the Presentation layer.

There are several ways to create presentation hierarchies:

  • When you drag an entire business model to the Presentation layer, the presentation hierarchies and constituent levels appear automatically, along with other presentation objects.

  • When you drag a logical dimension table to the Presentation layer, presentation hierarchies and levels based on those dimensions are created automatically.

  • You can also drag individual logical dimensions to the appropriate presentation tables to create corresponding presentation hierarchies within those tables.

  • As with most other objects in the , you can right-click a presentation table and select New Object > Presentation Hierarchy to manually define the object.

You can also drag an individual logical level from the Business Model and Mapping layer to a presentation table to create a presentation hierarchy that is a subset of the logical dimension hierarchy.

For example, suppose a logical dimension has the levels All Markets, Total US, Region, District, Market, and Market Key. Dragging and dropping the entire logical dimension to the corresponding presentation table appears as follows:

However, dragging and dropping the Region level to the same presentation table appears as follows:

Modeling Dimensions with Multiple Hierarchies in the Presentation Layer

For logical dimensions that contain multiple logical hierarchies, multiple separate presentation hierarchies are created.

For example, the following logical dimension called Product contains the two hierarchies Category and Country:

In the Business Model and Mapping layer, this logical dimension is modeled as a single dimension object that contains multiple hierarchies. In contrast, the Presentation layer models this dimension as two separate objects: one that displays the drill path through the Category level, and another that shows the drill path through the Country level, as follows:

Editing Presentation Hierarchy Objects

Learn how to edit presentation hierarchy properties.

You can edit presentation hierarchy properties, including setting permissions to apply role-based access control, setting a custom display name for localization purposes, and changing the levels in a hierarchy.

To edit the properties of a presentation hierarchy:

  1. In the Presentation layer, double-click a presentation hierarchy to display the Presentation Hierarchy dialog.
  2. In the General tab, you can change the following:
    • Name. Note that aliases are created automatically whenever presentation objects are renamed, so that any queries using the original name do not break.

      Note:

      You must enable the Edit presentation names Administration Tool option before you can edit the presentation hierarchy's name.

    • Permissions. See Setting Permissions for Presentation Layer Objects for more information.

    • Custom display name and Custom description. Select Custom display name to dynamically display a name based on a session variable and to edit the Translation Key field. Select Custom description to dynamically display a custom description based on a session variable.

      These options are used typically for localization purposes. When you externalize strings in the Presentation layer and run the Externalize Strings utility, the results contain the session variable information and the translation key.

      See Localizing Oracle Business Intelligence in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition for more information about localization.

    • Logical Dimension. This field displays the name of the logical dimension for this presentation hierarchy. Click Browse to select a different logical dimension.

    • Hide object if. This field lets you specify an expression that controls whether this presentation hierarchy is visible in the Subject Area Tree in Answers and BI Composer. Leave this field blank (the default) to show the object. See Controlling Presentation Object Visibility for more information.

  3. The Levels tab lists the levels within the hierarchy and their order. This tab is not available for parent-child hierarchies. You can add, delete, or reorder levels. You can also click the Edit button to edit properties for a particular level. See Creating and Managing Presentation Levels for information about level properties.
  4. The Display Columns tab is only available for parent-child hierarchies. Because parent-child hierarchies do not contain levels, display columns are defined for the presentation hierarchy object as a whole. Use the Display Columns tab to define which columns should be used for display for this parent-child hierarchy.

    You can add, delete, or reorder display columns. You can also click the Edit button to edit properties for a particular column.

  5. Use the Aliases tab to specify or delete aliases for this presentation hierarchy. See Creating Aliases (Synonyms) for Presentation Layer Objects for more information about aliases.

Creating and Managing Presentation Levels

Presentation levels are typically created automatically when presentation hierarchies are created.

Presentation levels are displayed within hierarchical columns in Oracle BI Answers.

To edit the properties of a presentation level:

  1. In the Presentation layer, double-click a presentation level to display the Presentation level dialog.
  2. In the General tab, you can change the following:
    • Name. Note that aliases are created automatically whenever presentation objects are renamed, so that any queries using the original name do not break.

      Note:

      You must enable the Edit presentation names Administration Tool option before you can edit a presentation level's name.

    • Permissions. See Setting Permissions for Presentation Layer Objects for more information.

    • Custom display name and Custom description. Select Custom display name to dynamically display a name based on a session variable and to edit the Translation Key field. Select Custom description to dynamically display a custom description based on a session variable.

      These options are used typically for localization purposes. When you externalize strings in the Presentation layer and run the Externalize Strings utility, the results contain the session variable information and translation key.

      See Localizing Business Intelligence in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition for more information about localization.

    • Logical Level. This field displays the name of the logical level for this presentation level. Click Browse to select a different logical level.

    Note that specifying an expression in the Hide object if field has no effect on the visibility of presentation levels in the Subject Area Tree in Answers and BI Composer. This field is reserved for a future release.

  3. The Drill To Levels and Drill From Levels tabs are reserved for a future release and are not currently used. An additional option called Generate Drill Graph, available as a right-click option for any Presentation layer object, is also reserved for a future release.
  4. Use the Display Columns tab to define which columns should be used for display for that level (on drill-down). For example, if two columns called "Name" and "ID" exist at the same level, you can choose to display "Name" because it is the more user-friendly option.

    You can add, delete, or reorder display columns. You can also click the Edit button to edit properties for a particular column.

    As an alternative to defining display columns in this tab, you can drag a presentation column directly onto the presentation level in the Presentation layer of the Administration Tool. Doing this automatically adds the column as a display column for the presentation level.

    Note that the display columns that appear by default when a presentation level is created are based on which key columns for the corresponding logical level have the Use for display option selected.

  5. Use the Aliases tab to specify or delete aliases for a presentation level. See Creating Aliases (Synonyms) for Presentation Layer Objects for more information about aliases.