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SPICA BO – Designer

DATA SYSTEMS

Walkthrough
SPICA Universe Designer
DATA SYSTEMS

• Universe Designer creates universes, the


semantic layer that isolates end users from the
technical issues of the database structure.

• Universes can be dedicated to specific groups of


end users in your company or organization.
Universe Designer –
SPICA The Person
DATA SYSTEMS

• The individual designated within a company as


the universe designer may hold any one of the
following positions:
– Database administrator,
– Applications manager,
– Applications developer,
– Project manager, etc.

• There may be more than one universe designer


in your company.
SPICA Universe Designer Prerequisites
DATA SYSTEMS

• Good Knowledge of Structured Query Language


(SQL)

• Good Knowledge of relational database


management system (RDBMS) of organization.

• Familiar with the type of data and the logical


structure of company’s databases.
Universe Designer’s
SPICA Key Requisite
DATA SYSTEMS

Analyze the type of information that the end users will


require so that universes can be developed that meet
the needs of the user community.

This includes –
• actual reports,
• information,
• or results likely to be required by the end users
SPICA Universe Designer Tasks
DATA SYSTEMS

• Designing Universes

• Creating Universes

• Maintaining Universes

• Distributing Universes.
SPICA Role of the Universe
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- To provide an easy to use & understand


interface for non-technical business users.
SPICA Universe Design Life Cycle
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SPICA Universe Development Process
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The Methodology –

• Analysis of Business problem & planning the


universe solution.
• Designing a schema.
• Building a Schema.
• Distributing the universe to users.
• Maintenance as per changing requirements.
SPICA All right, but What is a Universe?
DATA SYSTEMS

• A universe is a business-oriented mapping of


the data structure found in databases: tables,
columns, joins, etc.

• A universe can represent any specific


application, system, or group of users.

• A universe consists of a set of objects, grouped


by classes.

Contd…
SPICA Universes in Organization
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SPICA HR Universe
DATA SYSTEMS
SPICA Classes
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• A class is a logical grouping of objects within a


universe.

• A class can be further divided into subclasses.


SPICA Objects
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• An object is the most refined component in a


universe. It maps to data or a derivation of data
in the database.

• The name of an object suggests a concept


drawn from the terminology of a business or
discipline.
SPICA Objects Classification
DATA SYSTEMS

• Dimension Objects
– Dimension objects are the parameters for the
analysis.
• Detail Objects
– Detail objects provide a description of a
dimension but are not the focus of the
analysis.
• Measure Objects
– Measure objects convey numeric information
by which a dimension object can be
measured.
SPICA Object Defined
DATA SYSTEMS

• An object maps to data or a derivation of data in


the database.

• For the purposes of multidimensional analysis,


an object can be qualified as one of three types:
a dimension, detail, or measure.
SPICA Class Defined
DATA SYSTEMS

A class is a collection of objects based on


business categories.
SPICA Universe Defined
DATA SYSTEMS

A universe is a set of classes and objects


intended for a specific application or group of
users.
SPICA Universe Objects
DATA SYSTEMS
SPICA Design Methodology
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• First Phase
Create the underlying database structure of
universe.

• Second Phase
Enhance the components of universe.
SPICA Schema Support
DATA SYSTEMS
SPICA Basic Rule
DATA SYSTEMS

• A Universe is used by Business users, hence


the naming of universes as well as classes &
objects should use business language.
• It should not create ambiguity for end users
- for example, an object named “Total Amount”
can not tell itself whether it is received amount or
balance amount.
• Universe design should be primarily driven by
the User Requirements & NOT the Data Source
Structure.
SPICA Creating new Universe
DATA SYSTEMS

While creating, following parameters are defined –


• Definition
– Universe name,
– Description,
– Connection
• Summery Information
– Version information,
– Designer comments
– Universe statistics
• Strategies
SPICA New Universe- Quick Design
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SPICA Define Parameters
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SPICA Create Database Connection
DATA SYSTEMS
SPICA Define Database Connection
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SPICA Types of Connections
DATA SYSTEMS

• The type of connection determines who can use the


connection to access data. Designer automatically
stores all the connections that you create during a
work session. The next time you launch a session,
these connections will be available to you.

• There are 3 types of connections


– Personal,
– Shared,
– Secured
SPICA Personal Connection
DATA SYSTEMS

• Restricts access to data to the universe creator and the


computer on which it was created.
• These parameters are static and cannot be updated.
• Personal connections are unsecured in terms of Business
Objects products security.
• You cannot use personal connections to distribute
universes.

• You could use personal connections in the following


situations:
– To access personal data on a local machine
– To access specific database accounts to test an SQL sample
through the Free-hand SQL option in BusinessObjects
SPICA Shared Connection
DATA SYSTEMS

• Allows access to data for all BO and


WebIntelligence users.
• These connections also are unsecured in terms of
Business Objects products security.
• Connection parameters are stored in the SDAC.LSI
file on local drive.
• only users having access to the local machine
(through a mapped drive), can use the shared
connections.
• Shared connections can be useful in a universe
testing environment.
SPICA Secured Connection
DATA SYSTEMS

• Centralizes and controls access to data. It is the safest type


of connection, and should used be to protect access to
sensitive data.
• You can create secured connections with Designer or
Supervisor.
• Connections are stored in the security domain of the
repository. These can be shared with designers and
supervisors with the appropriate privileges.
• You must use secured connections if you want to distribute
universes through the Business Objects repository.
• Secured connections can be used and updated at any time.
To define a secured connection you must be using Business
Objects products in Enterprise mode. You must be connected
to a repository and using the Business Objects repository key
file.
SPICA Designing a Schema
DATA SYSTEMS

Steps –

• Inserting and organizing tables.


• Creating joins and setting cardinalities
• Resolving join problems such as loops, chasm
traps, and fan traps.
• Testing the integrity of your schema.
SPICA Inserting and organizing tables.
DATA SYSTEMS
SPICA The Universe
DATA SYSTEMS
SPICA Objects – The inside view
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• OK, I have objects to use in reports ! but what exactly


they contain? Can I modify them?
• Just double click on any object & BO opens Object
properties box.
• Here you can :
• Set data type of object
• Define the Select statement
• Impose Where clause
• Change Qualification wiz. Dimension to detail or measure
• Enable List of Values export
• And set complexity through edit button.
SPICA Object Properties
DATA SYSTEMS
SPICA Create New Object
DATA SYSTEMS

• You can create your own classes & objects. This facility
comes in handy especially when you insert new tables to
existing universes.
• To create an object, click on insert Æobject. You can create it
by right clicking into universe window(classes & Objects
view).
• BO Designer opens Objects Properties box. Type a name for
object, select data type & click ‘>>’ button next to select box.
• You will be in the select statement edit box. From the tables
& columns select desired table, expand it & select column.
Click parse to validate & click OK.
• Go to properties tab, select dimension/detail/measure as per
the requirement &click OK.
SPICA Select Statement Edit Box
DATA SYSTEMS
SPICA Joins & Cardinality
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• Types of joins supported –


• Equi-joins.
• Theta joins (conditional joins using “between”
operator) .
E.g. :customers.cust_age between age_range.max
and age_range.min
• Outer joins.
• Shortcut joins.
• Self-restricting joins.

Contd…
SPICA Joins & Cardinality
DATA SYSTEMS

• BO Designer’s schema works on cardinalities


of joins. Such as
– One – to - One
– One – to - Many
– Many – to - One
– Many – to - Many
SPICA Add more tables
DATA SYSTEMS

• BO Designer supports manual addition of


tables after creation of Universe.
• To add tables
– Click Insert Æ tables
– Select desired tables & click Insert button.
• Once new tables are added, you need to
specify the joins & set cardinalities.
SPICA Inserting Tables
DATA SYSTEMS
SPICA Insert joins
DATA SYSTEMS

• Once new tables inserted, click on


‘Tools Æ Detect Joins’. BO automatically show you
possible joins depending upon key information of
tables.
• Select appropriate joins & click Insert button.
• REMEMBER auto-detection only shows
possibilities of joins. You need to verify them
manually using logic & database design details.
• Next step is setting up the cardinality between 2
tables of each join.
SPICA Types of Joins
DATA SYSTEMS

• Simple Joins
– Simple join connects 2 dimensions or dimension to fact
based on the common key existed in both the tables.

• Shortcut Joins
– Shortcut Join links a shared Lookup table to another
tables (Facts for E.g.).
– It helps in improving the query performance by
bypassing the intermediate tables.
SPICA Set Cardinalities
DATA SYSTEMS

• Double click on every join, ‘Edit Join’ box appears.

• Click detect button & BO automatically shows you


possible cardinality.

• REMEMBER, auto-detection is not always reliable,


Cross Check it with your Database design.
SPICA Exercise # 1
DATA SYSTEMS

1. Create new secured connection for efashion.mdb


database.

2. Rename classes & Objects in End Users’ understandable


business Language.
• Classes : Time, Store, Product.
• Objects: create Dimensions, measures & detail as per requirement.

3. Create New universe using Quick Design Wizard.


– Use following tables –
• Shop_facts
• Article_lookup
• Article_color_lookup
• Calender_year_lookup
• Outlet_lookup
SPICA Exercise # 1
DATA SYSTEMS

3. Add a table (Article_lookup_criteria) to your


universe. Set joins & cardinalities.

– Create Class & Objects for newly inserted table.


– Check Integrity of the universe.