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CreatingaRepositoryUsingtheOracleBI11gAdministrationTool

Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
Prerequisites
BuildingthePhysicalLayerofaRepository
BuildingtheBusinessModelandMappingLayerofa
Repository
BuildingthePresentationLayerofaRepository
TestingandValidatingaRepository
ManagingLogicalTableSources
CreatingCalculationMeasures
CreatingLogicalDimensionswithLevelBased
Hierarchies
CreatingLevelBasedMeasures
CreatingLogicalDimensionswithParentChild
Hierarchies
CreatingLogicalDimensionswithRaggedandSkipped
LevelHierarchies
UsingAggregates
UsingInitializationBlocksandVariables
CreatingTimeSeriesMeasures
Summary
Resources

Purpose
ThistutorialcoversusingtheOracleBusinessIntelligence(BI)AdministrationTooltobuild,modify,enhance,andmanage
anOracleBIrepository.

TimetoComplete
Approximately6hours.

Overview
ThistutorialshowsyouhowtobuildanOracleBImetadatarepositoryusingtheOracleBIAdministrationTool.Youlearn
howtoimportmetadatafromdatasources,simplifyandreorganizetheimportedmetadataintoabusinessmodel,and
thenstructurethebusinessmodelforpresentationtouserswhorequestbusinessintelligenceinformationviaOracleBI
userinterfaces.

Prerequisites
Beforestartingthistutorial,youshould:
1. HaveaccesstoorhaveInstalledOracleBusinessIntelligenceEnterpriseEdition11g.
Pleasenote:ThistutorialisbuiltusingOracleBusinessIntelligenceEnterpriseEdition11.1.1.5.Duetoproduct
enhancementsin11.1.1.5,ifyouuseanearlierversionoftheproducttocompletethistutorial,youwillnoticesome
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differencesinfunctionality:
NewDiagrammingCapability:ThePhysicalandBusinessModelDiagramshaveenhancedcapabilitiesinthe
11.1.1.5release,includinganimprovedlookandfeel,theabilitytodisplaycolumnsintableobjectsinthediagram,
andnewdiagramoptionslikeautolayout,marqueezoom,andzoomtofit.Additionally,joinsinthePhysicaland
BusinessModelDiagramsarenowrepresentedbyalinewithanarrowatthe"one"endofthejoin,ratherthanthe
linewithcrowsfeetatthe"many"endofthejointhatwasusedinpreviousreleases.Whencreatingjoinsinthe
PhysicalandBusinessModelDiagrams,younowselectthe"many"endofthejoinfirst,andthenselectthe"one"
endofthejoin.Inpreviousreleases,joinsinthediagramswerecreatedbyselectingthe"one"endofthejoinfirst.
Whensettingupquerylogging,youmustselectAction>SetOnlineUserFilterinIdentityManagertoviewusersin
therepository.

2. TocompletethistutorialyoumusthaveaccesstotheBISAMPLEschemathatisincludedwiththeSample
ApplicationforOracleBusinessIntelligenceSuiteEnterpriseEditionPlus.Therearethreeoptionsforaccessing
theBISAMPLEschema:
1.Ifyoualreadyhaveinstalledversion825orV107oftheSampleApplication,verifythatyouhaveaccesstothe
BISAMPLEschemaandbeginthetutorial.
2.IfyouareinterestedindownloadingandinstallingthecompleteSampleApplication,youcanaccessithereon
theOracleTechnicalNetwork(OTN).Pleasenote,however,thatonlytheBISAMPLEschemaisrequiredto
completethistutorial.IfyouwanttoinstallonlytheBISAMPLEschema,proceedtooption3.
3.ClickheretoaccesstheForOBE.7zfile,whichhasthe825versionoftheBISAMPLEschemaandinstallation
instructions.SaveForOBE.7z,unzip,andbeginwithREADMEFIRST.txt.

BuildingthePhysicalLayerofaRepository
InthistopicyouusetheOracleBIAdministrationTooltobuildthePhysicallayerofarepository.
ThePhysicallayerdefinesthedatasourcestowhichOracleBIServersubmitsqueriesandtherelationshipsbetween
physicaldatabasesandotherdatasourcesthatareusedtoprocessmultipledatasourcequeries.Therecommendedway
topopulatethePhysicallayerisbyimportingmetadatafromdatabasesandotherdatasources.Thedatasourcescanbe
ofthesameordifferentvarieties.Youcanimportschemasorportionsofschemasfromexistingdatasources.Additionally,
youcancreateobjectsinthePhysicallayermanually.
Whenyouimportmetadata,manyofthepropertiesofthedatasourcesareconfiguredautomaticallybasedonthe
informationgatheredduringtheimportprocess.Afterimport,youcanalsodefineotherattributesofthephysicaldata
sources,suchasjoinrelationships,thatmightnotexistinthedatasourcemetadata.Therecanbeoneormoredata
sourcesinthePhysicallayer,includingdatabases,flatfiles,XMLdocuments,andsoforth.Inthisexample,youimportand
configuretablesfromtheBISAMPLEschemaincludedwiththeOracleBI11gSampleApplication.
TobuildthePhysicallayerofarepository,youperformthefollowingsteps:
CreateaNewRepository
ImportMetadata
VerifyConnection
CreateAliases
CreatePhysicalKeysandJoins
CreateaNewRepository
ImportMetadata
VerifyConnection
CreateAliases
CreateKeysandJoins

CreateaNewRepository

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1. SelectStart>Programs>OracleBusinessIntelligence>BIAdministrationtoopentheAdministrationTool.

2. SelectFile>NewRepository.

3. Enteranamefortherepository.InthistutorialtherepositorynameisBISAMPLE.

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4. Leavethedefaultlocationasis.Itpointstothedefaultrepositorydirectory.

5. LeaveImportMetadatasettoYes.

6. Enterandretypeapasswordfortherepository.InthistutorialBISAMPLE1istherepositorypassword.

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7. ClickNext.

ImportMetadata
1. ChangetheConnectionTypetoOCI10g/11g.Thescreendisplaysconnectionfieldsbasedontheconnectiontype
youselected.

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2. Enteradatasourcename.Inthisexamplethedatasourcenameisorcl.Thisnameisthesameasthe
tnsnames.oraentryforthisOracledatabaseinstance.

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3. Enterausernameandpasswordforthedatasource.Inthisexampletheusernameandpasswordareboth
BISAMPLE.RecallthatBISAMPLEisthenameoftheuser/schemayoucreatedintheprerequisitesection.

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4. ClickNext.

5. AcceptthedefaultmetadatatypesandclickNext.

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6. IntheDatasourceview,expandtheBISAMPLEschema.

7. UseCtrl+Clicktoselectthefollowingtables:
SAMP_ADDRESSES_D
SAMP_CUSTOMERS_D
SAMP_PRODUCTS_D
SAMP_REVENUE_F
SAMP_TIME_DAY_D

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8. ClicktheImportSelectedbuttontoaddthetablestotheRepositoryView.

9. TheConnectionPooldialogboxappears.AcceptthedefaultsandclickOK.

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10. TheImportingmessageappears.

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11. Whenimportiscomplete,expandBISAMPLEintheRepositoryViewandverifythatthefivetablesarevisible.

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12. ClickFinishtoopentherepository.

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13. Expandorcl>BISAMPLEandconfirmthatthefivetablesareimportedintothePhysicallayeroftherepository.

VerifyConnection
1. SelectTools>UpdateAllRowCounts.

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2. Whenupdaterowcountscompletes,movethecursoroverthetablesandobservethatrowcountinformationis
nowvisible,includingwhentherowcountwaslastupdated.

3. Expandtablesandobservethatrowcountinformationisalsovisibleforindividualcolumns.

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4. RightclickatableandselectViewDatatoviewthedataforthetable.

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5. ClosetheViewDatadialogboxwhenyouaredone.Itisagoodideatoupdaterowcountsorviewdataafteran
importtoverifyconnectivity.Viewingdataorupdatingrowcount,ifsuccessful,tellsyouthatyourconnectionis
configuredcorrectly.

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CreateAliases
1. ItisrecommendedthatyouusetablealiasesfrequentlyinthePhysicallayertoeliminateextraneousjoinsandto
includebestpracticenamingconventionsforphysicaltablenames.RightclickSAMP_TIME_DAY_Dandselect
NewObject>AliastoopenthePhysicalTabledialogbox.

2. EnterD1TimeintheNamefield.

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3. IntheDescriptionfield,enterTimeDimensionAliasatdaygrain.Storesonerecordforeachday.

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4. ClicktheColumnstab.Notethataliastablesinheritallcolumndefinitionsfromthesourcetable.

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5. ClickOKtoclosethePhysicalTabledialogbox.

6. Repeatthestepsandcreatethefollowingaliasesfortheremainingphysicaltables.
SAMP_ADDRESSES_D=D4Address
SAMP_CUSTOMERS_D=D3Customer
SAMP_PRODUCTS_D=D2Product
SAMP_REVENUE_F=F1Revenue

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CreateKeysandJoins
1. SelectthefivealiastablesinthePhysicallayer.

2. RightclickoneofthehighlightedaliastablesandselectPhysicalDiagram>SelectedObject(s)Onlytoopenthe
PhysicalDiagram.Alternatively,youcanclickthePhysicalDiagrambuttononthetoolbar.

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3. Rearrangethealiastableobjectssotheyareallvisible.

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4. YoumaywanttoadjusttheobjectsinthePhysicalDiagram.Ifso,usethetoolbarbuttonstozoomin,zoomout,fit
thediagram,collapseorexpandobjects,selectobjects,andsoforth:

5. ClicktheNewJoinbuttononthetoolbar.

6. ClicktheF1RevenuetableandthentheD1Timetable.ThePhysicalForeignKeydialogboxopens.Itmatters
whichtableyouclickfirst.Thejoincreatesaonetomany(1:N)relationshipthatjoinsthekeycolumninthefirst
tabletoaforeignkeycolumninthesecondtable.

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7. SelecttheD1Time.CALENDAR_DATEcolumn,andthenselectF1Revenue.BILL_DAY_DTtojointhetables.
EnsurethattheExpressioneditbox(atthebottom)containsthefollowingexpression:
"orcl".""."BISAMPLE"."D1Time"."CALENDAR_DATE"="orcl".""."BISAMPLE"."F1
Revenue"."BILL_DAY_DT"

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8. ClickOKtoclosethePhysicalForeignKeydialogbox.ThejoinisvisibleinthePhysicalDiagram.

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PleasebeawareofthefollowingupgradeconsiderationsforOracleBIEE11gRelease1(11.1.1.5):Joinsinthe
PhysicalandBusinessModeldiagramsarenowrepresentedbyalinewithanarrowatthe"one"endofthejoin,
ratherthanthelinewithcrowsfeetatthe"many"endofthejointhatwasusedinpreviousreleases.When
creatingjoinsinthePhysicalandBusinessModelDiagrams,younowselectthe"many"endofthejoinfirst,and
thenselectthe"one"endofthejoin.Inpreviousreleases,joinsinthediagramswerecreatedbyselectingthe"one"
endofthejoinfirst.

9. Repeatthestepstocreatejoinsfortheremainingtables.Usethefollowingexpressionsasaguide.Pleasenotice
thatD4AddressjoinstoD3Customer.
"orcl".""."BISAMPLE"."D2Product"."PROD_KEY"="orcl".""."BISAMPLE"."F1Revenue"."PROD_KEY"
"orcl".""."BISAMPLE"."D3Customer"."CUST_KEY"="orcl".""."BISAMPLE"."F1Revenue"."CUST_KEY"
"orcl".""."BISAMPLE"."D4Address"."ADDRESS_KEY"="orcl".""."BISAMPLE"."D3Customer"."ADDRESS_KEY"

10. ClicktheAutoLayoutbuttononthetoolbar.

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11. Yourdiagramshouldlooksimilartothescreenshot:.

12. ClicktheXintheupperrightcornertoclosethePhysicalDiagram.

13. SelectFile>SaveorclicktheSavebuttononthetoolbartosavetherepository.

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14. ClickNowhenpromptedtocheckglobalconsistency.CheckingGlobalConsistencychecksforerrorsintheentire
repository.SomeofthemorecommonchecksaredoneintheBusinessModelandMappinglayerand
Presentationlayer.Sincetheselayersarenotdefinedyet,bypassthischeckuntiltheotherlayersintherepository
arebuilt.Youlearnmoreaboutconsistencychecklaterinthistutorial.

15. LeavetheAdministrationToolandtherepositoryopenforthenexttopic.
Congratulations!Youhavesuccessfullycreatedanewrepository,importedatableschemafromanexternaldata
sourceintothePhysicallayer,createdaliases,anddefinedkeysandjoins.
InthenexttopicyoulearnhowtobuildtheBusinessModelandMappinglayerofarepository.

BuildingtheBusinessModelandMappingLayerofaRepository
InthistopicyouusetheOracleBIAdministrationTooltobuildtheBusinessModelandMappinglayerofarepository.
TheBusinessModelandMappinglayeroftheAdministrationTooldefinesthebusiness,orlogical,modelofthedataand
specifiesthemappingsbetweenthebusinessmodelandthePhysicallayerschemas.Thislayeriswherethephysical
schemasaresimplifiedtoformthebasisfortheusersviewofthedata.TheBusinessModelandMappinglayerofthe
AdministrationToolcancontainoneormorebusinessmodelobjects.Abusinessmodelobjectcontainsthebusiness
modeldefinitionsandthemappingsfromlogicaltophysicaltablesforthebusinessmodel.
Themainpurposeofthebusinessmodelistocapturehowusersthinkabouttheirbusinessusingtheirownvocabulary.
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Thebusinessmodelsimplifiesthephysicalschemaandmapstheusersbusinessvocabularytophysicalsources.Most
ofthevocabularytranslatesintologicalcolumnsinthebusinessmodel.Collectionsoflogicalcolumnsformlogicaltables.
Eachlogicalcolumn(andhenceeachlogicaltable)canhaveoneormorephysicalobjectsassources.
Therearetwomaincategoriesoflogicaltables:factanddimension.Logicalfacttablescontainthemeasuresbywhichan
organizationgaugesitsbusinessoperationsandperformance.Logicaldimensiontablescontainthedatausedtoqualify
thefacts.
TobuildtheBusinessModelandMappinglayerofarepository,youperformthefollowingsteps:
CreateaBusinessModel
ExamineLogicalJoins
ExamineLogicalColumns
ExamineLogicalTableSources
RenameLogicalObjectsManually
RenameLogicalObjectsUsingtheRenameWizard
DeleteUnnecessaryLogicalObjects
CreateSimpleMeasures
CreateaBusinessModel
ExamineLogicalJoins
ExamineLogicalColumns
ExamineLogicalTableSources
RenameLogicalObjectsManually
RenameObjectsUsingtheRenameWizard
DeleteUnnecessaryLogicalObjects
CreateSimpleMeasures

CreateaBusinessModel
1. RightclickthewhitespaceintheBusinessModelandMappinglayerandselectNewBusinessModeltoopenthe
BusinessModeldialogbox.

2. EnterSampleSalesintheNamefield.LeaveDisabledchecked.
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3. ClickOK.TheSampleSalesbusinessmodelisaddedtotheBusinessModelandMappinglayer.

4. InthePhysicallayer,selectthefollowingfouraliastables:
D1Time
D2Product
D3Customer
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F1Revenue
DonotselectD4Addressatthistime.

5. DragthefouraliastablefromthePhysicallayertotheSampleSalesbusinessmodelintheBusinessModeland
Mappinglayer.ThetablesareaddedtotheSampleSalesbusinessmodel.Noticethatthethreedimensiontables
havethesameicon,whereastheF1Revenuetablehasaniconwitha#sign,indicatingitisafacttable.

ExamineLogicalJoins
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1. RightclicktheSampleSalesbusinessmodelandselectBusinessModelDiagram>WholeDiagramtoopenthe
BusinessModelDiagram.

2. Ifnecessary,rearrangetheobjectssothatthejoinrelationshipsarevisible.

BecauseyoudraggedalltablessimultaneouslyfromthePhysicallayerontothebusinessmodel,thelogicalkeys
andjoinsarecreatedautomaticallyinthebusinessmodel.Thisisbecausethekeysandjoinrelationshipswere
alreadycreatedinthePhysicallayer.However,youtypicallydonotdragallphysicaltablessimultaneously,except
inverysimplemodels.Laterinthistutorial,youlearnhowtomanuallybuildlogicalkeysandjoinsintheBusiness
ModelandMappinglayer.TheprocessisverysimilartobuildingjoinsinthePhysicallayer.

3. DoubleclickanyoneofthejoinsinthediagramtoopentheLogicalJoindialogbox.Inthisexamplethejoin
betweenD1TimeandF1Revenueisselected.

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Noticethatthereisnojoinexpression.JoinsintheBMMlayerarelogicaljoins.Logicaljoinsexpressthe
cardinalityrelationshipsbetweenlogicaltablesandarearequirementforavalidbusinessmodel.Specifyingthe
logicaltablejoinsisrequiredsothatOracleBIServerhasnecessarymetadatatotranslatelogicalrequestsagainst
thebusinessmodelintoSQLqueriesagainstthephysicaldatasources.LogicaljoinshelpOracleBIServer
understandtherelationshipsbetweenthevariouspiecesofthebusinessmodel.WhenaqueryissenttoOracleBI
Server,theserverdetermineshowtoconstructphysicalqueriesbyexamininghowthelogicalmodelisstructured.
Examininglogicaljoinsisanintegralpartofthisprocess.TheAdministrationToolconsidersatabletobealogical
facttableifitisatthemanyendofalllogicaljoinsthatconnectittootherlogicaltables.

4.

ClickOKtoclosetheLogicalJoindialogbox.

5.

ClicktheXtoclosetheBusinessModelDiagram.

ExamineLogicalColumns
1. ExpandtheD1Timelogicaltable.Noticethatlogicalcolumnswerecreatedautomaticallyforeachtablewhenyou
draggedthealiastablesfromthePhysicallayertotheBMMlayer.

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ExamineLogicalTableSources
1. ExpandtheSourcesfolderfortheD1Timelogicaltable.Noticethereisalogicaltablesource,D1Time.This
logicaltablesourcemapstotheD1TimealiastableinthePhysicallayer.

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2. DoubleclicktheD1Timelogicaltablesource(notthelogicaltable)toopentheLogicalTableSourcedialogbox.

3. OntheGeneraltab,renametheD1TimelogicaltablesourcetoLTS1Time.Noticethatthelogicaltabletophysical
tablemappingisdefinedinthe"Maptothesetables"section.

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4. OntheColumnMappingtab,noticethatlogicalcolumntophysicalcolumnmappingsaredefined.Ifmappingsare
notvisible,selectShowmappedcolumns.

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5. YoulearnmoreabouttheContentandParentChildSettingstabslaterinthistutorialwhenyoubuildlogical
dimensionhierarchies.ClickOKtoclosetheLogicalTableSourcedialogbox.Ifdesired,explorelogicaltable
sourcesfortheremaininglogicaltables.

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RenameLogicalObjectsManually
1. ExpandtheD1Timelogicaltable.

2. Clickonthefirstlogicalcolumn,BEG_OF_MONTH_WID,tohighlightit.
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3. ClickonBEG_OF_MONTH_WIDagaintomakeiteditable.

4. RenameBEG_OF_MONTH_WIDtoBegofMthWid.Thisisthemanualmethodforrenamingobjects.Youcanalso
rightclickanobjectandselectRenametomanuallyrenameanobject.

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RenameObjectsUsingtheRenameWizard
1. SelectTools>Utilities>RenameWizard>ExecutetoopentheRenameWizard.

2. IntheSelectObjectsscreen,clickBusinessModelandMappinginthemiddlepane.

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3. ExpandtheSampleSalesbusinessmodel.

4. ExpandtheD1Timelogicaltable.

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5. UseShift+clicktoselectallofthelogicalcolumnsexceptforthecolumnyoualreadyrenamed,BegofMthWid.

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6. ClickAddtoaddthecolumnstotherightpane.

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7. RepeatthestepsforthethreeremaininglogicaltablessothatalllogicalcolumnsfromtheSampleSalesbusiness
modelareaddedtotherightpane.OnlythecolumnsfromF1Revenueareshowninthescreenshot.

8. ClickNexttomovetotheSelectTypesscreen.

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NoticethatLogicalColumnisselected.Ifyouhadselectedotherobjecttypes,suchaslogicaltables,thetype
wouldhaveappearedhere.

9. ClickNexttoopentheSelectRulesscreen.

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10. IntheSelectRulesscreen,selectAlltextlowercaseandclickAddtoaddtheruletothelowerpane.

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11. AddtheruleChangeeachoccurrenceof'_'intoaspace.

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12. AddtheruleFirstletterofeachwordcapital.

13. ClickNexttoopentheFinishscreen.Verifythatalllogicalcolumnswillbenamedaccordingtotherenamerules
youselected.

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14. ClickFinish.

15. IntheBusinessModelandMappinglayer,expandthelogicaltablesandconfirmthatalllogicalcolumnshave
beenrenamedasexpected.ThescreenshotshowsonlythecolumnsinD1Time.

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16. InthePhysicallayer,expandthealiastablesandconfirmthatallphysicalcolumnshavenotbeenrenamed.The
pointhereisyoucanchangeobjectnamesintheBMMlayerwithoutimpactingobjectnamesinthePhysicallayer.
Whenlogicalobjectsarerenamed,therelationshipsbetweenlogicalobjectsandphysicalobjectsaremaintained
bythelogicalcolumntophysicalcolumnmappings.

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DeleteUnnecessaryLogicalObjects
1. IntheBMMlayer,expandSampleSales>F1Revenue.

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2. UseCtrl+ClicktoselectallF1RevenuelogicalcolumnsexceptforRevenueandUnits.

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3. RightclickanyoneofthehighlightedlogicalcolumnsandselectDelete.AlternativelyyoucanselectEdit>Delete
orpresstheDeletekeyonyourkeyboard.

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4. ClickYestoconfirmthedelete.

5. ConfirmthatF1RevenuecontainsonlytheRevenueandUnitscolumns.

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CreateSimpleMeasures
1. DoubleclicktheRevenuelogicalcolumntoopentheLogicalColumndialogbox.

2. ClicktheAggregationtab.

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3. ChangethedefaultaggregationruletoSum.

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4. ClickOKtoclosetheLogicalColumndialogbox.NoticethattheiconhaschangedfortheRevenuelogicalcolumn
indicatingthatanaggregationrulehasbeenapplied.

5. RepeatthestepstodefinetheSUMaggregationrulefortheUnitslogicalcolumn.

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Measuresaretypicallydatathatisadditive,suchastotaldollarsortotalquantities.TheF1Revenuelogicalfact
tablecontainsthemeasuresinyourbusinessmodel.Youaggregatedtwologicalcolumnsbysummingthecolumn
data.

6. Savetherepositorywithoutcheckingglobalconsistency.
Congratulations!YouhavesuccessfullybuiltabusinessmodelintheBusinessModelandMappinglayerofa
repositoryandcreatedbusinessmeasures.

BuildingthePresentationLayerofaRepository
YouhavecreatedtheinitialSampleSalesbusinessmodelintherepository.YounowcreatethePresentationlayerofthe
repository.ThePresentationlayerexposesthebusinessmodelobjectsinOracleBIuserinterfacessothatuserscanbuild
analysesanddashboardstoanalyzetheirdata.
TobuildthePresentationlayeryouperformthefollowingsteps:
CreateaSubjectArea
CreatePresentationTables
CreatePresentationColumns
RenamePresentationColumns
ReorderPresentationColumns
CreateaSubjectArea
CreatePresentationTables
CreatePresentationColumns
RenamePresentationColumns
ReorderPresentationColumns

CreateaSubjectArea
1. RightclickthewhitespaceinthePresentationlayerandselectNewSubjectAreatoopentheSubjectAreadialog
box.

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2. OntheGeneraltab,enterSampleSalesasthenameofthesubjectarea.

3. ClickOKtoclosetheSubjectAreadialogbox.TheSampleSalessubjectareaisaddedtothePresentationlayer.

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CreatePresentationTables
1. RightclicktheSampleSalessubjectareaandselectNewPresentationTabletoopenthePresentationTable
dialogbox.

2. OntheGeneraltab,enterTimeasthenameofthepresentationtable.

3. ClickOKtoclosethePresentationTabledialogbox.TheTimepresentationtableisaddedtotheSampleSales
subjectarea.

4. Repeattheprocessandaddthreemorepresentationtables:Products,Customers,andBaseFacts.

PleasenotethatyouareusingthemanualmethodforcreatingPresentationlayerobjects.Forsimplemodelsitis
alsopossibletodragobjectsfromtheBMMlayertothePresentationlayertocreatethePresentationlayerobjects.
WhenyoucreatepresentationobjectsbydraggingfromtheBMMlayer,thebusinessmodelbecomesasubject
area,thelogicaltablesbecomepresentationtables,andthelogicalcolumnsbecomepresentationcolumns.Note
thatallobjectswithinasubjectareamustderivefromasinglebusinessmodel.

CreatePresentationColumns

1. IntheBMMlayer,expandtheD1Timelogicaltable.

2. UseCtrl+Clicktoselectthefollowinglogicalcolumns:
CalendarDate
PerNameHalf
PerNameMonth
PerNameQtr
PerNameWeek
PerNameYear.

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3. DragtheselectedlogicalcolumnstotheTimepresentationtableinthePresentationlayer.

4. Repeattheprocessandaddthefollowinglogicalcolumnstotheremainingpresentationtables:
Products:DragBrand,Lob,ProdDsc,TypefromD2Product.
Customers:DragCustKey,NamefromD3Customer.
BaseFacts:DragRevenue,UnitsfromF1Revenue.

RenamePresentationColumns

1. InthePresentationlayer,expandtheProductspresentationtable.

2. DoubleclicktheLobpresentationcolumntoopenthePresentationColumndialogbox.OntheGeneraltabnotice
that"UseLogicalColumnName"isselected.Whenyoudragalogicalcolumntoapresentationtable,theresulting
presentationcolumninheritsthelogicalcolumnnamebydefault.InthisexampletheLobpresentationcolumn
inheritsthenameofthelogicalcolumn"SampleSales"."D2Product"."Lob".

3. DeselectUseLogicalColumnName.TheNamefieldisnoweditable.

4. EnterLineofBusinessintheNamefield.

5. ClickOKtoclosethePresentationColumndialogbox.Noticethatthepresentationcolumnnameisnowchanged
toLineofBusinessinthePresentationlayer.

6. IntheBMMlayer,expandD2Product.NoticethattheLoblogicalcolumnnameisnotchanged.Thepointhereis
youcanchangeobjectnamesinthePresentationlayerwithoutimpactingobjectnamesintheBMMorPhysical
layers.

7. IntheBMMlayer,renametheProdDsclogicalcolumntoProduct.Noticethatthenamechangeisinheritedbythe
correspondingpresentationcolumn.
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8. MakethefollowingnamechangestologicalobjectsintheBMMlayersothatthenamesofthecorresponding
presentationcolumnsarealsochanged:
FortheD3Customerlogicaltable:
ChangeCustKeytoCustomerNumber.
ChangeNametoCustomerName.

9. Confirmthatthecorrespondingpresentationcolumnnamesarechanged.

ReorderPresentationColumns

1. InthePresentationlayer,doubleclicktheTimepresentationtabletoopenthePresentationTabledialogbox.

2. ClicktheColumnstab.

3. Selectcolumnsandusetheupanddownarrows,ordragthecolumns.torearrangethepresentationcolumnsinto
thefollowingorderfromtoptobottom:
PerNameYear
PerNameHalf
PerNameQtr
PerNameMonth
PerNameWeek
CalendarDate

4. ClickOKtoclosethePresentationTabledialogboxandconfirmthatthepresentationcolumnorderischangedin
thePresentationlayer.

5. RepeatthestepstoreorderthecolumnsintheProductspresentationtable:
Brand
LineofBusiness
Type
Product
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6. Savetherepositorywithoutcheckingglobalconsistency.
Congratulations!YouhavesuccessfullybuiltthePresentationlayerofarepository.

TestingandValidatingaRepository
Youhavefinishedbuildinganinitialbusinessmodelandnowneedtotestandvalidatetherepositorybeforecontinuing.
Youbeginbycheckingtherepositoryforerrorsusingtheconsistencycheckingoption.Nextyouloadtherepositoryinto
OracleBIServermemory.YouthentesttherepositorybyrunninganOracleBIanalysisandverifyingtheresults.Finally,
youexaminethequerylogfiletoobservetheSQLgeneratedbyOracleBIServer.
Totestandvalidatearepositoryyouperformthefollowingsteps:
CheckConsistency
DisableCaching
LoadtheRepository
SetUpQueryLogging
CreateandRunandAnalysis
ChecktheQueryLog
CheckConsistency
DisableCaching
LoadtheRepository
SetUpQueryLogging
CreateandRunanAnalysis
ChecktheQueryLog

CheckConsistency
1. SelectFile>CheckGlobalConsistency.

2. YoushouldreceivethemessageBusinessmodel"SampleSales"isconsistent.Doyouwanttomarkitas
availableforqueries?

3. ClickYes.Youshouldreceivethemessage:Consistencycheckdidn'tfindanyerrors,warningsorbest
practiceviolations.
Ifyoudonotreceivethismessage,youmustfixanyconsistencycheckerrorsorwarningsbeforeproceeding.

4. ClickOK.NoticethattheSampleSalesbusinessmodeliconintheBMMlayerisnowgreen,indicatingitis
availableforqueries.

5. Savetherepositorywithoutcheckingglobalconsistencyagain.

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6. SelectFile>Closetoclosetherepository.LeavetheAdministrationToolopen.

DisableCaching
1. OpenabrowserandenterthefollowingURLtonavigatetoEnterpriseManagerFusionMiddlewareControl:
http://<machinename>:7001/em
InthistutorialtheURLishttp://localhost:7001/em

2. Loginasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpasswordprovidedduringthe
OracleBIinstallation.Inthisexampletheusernameisweblogic.

3. Intheleftnavigationpane,expandBusinessIntelligenceandclickcoreapplication.

4. ClicktheCapacityManagementtab.

5. ClickthePerformancesubtab.

6. LocatetheEnableBIServerCachesection.Cacheisenabledbydefault.

7. ClickLockandEditConfiguration.

8. ClickClosewhenyoureceivetheconfirmationmessage"LockandEditConfigurationCompletedSuccessfully."

9. DeselectCacheenabled.Cachingistypicallynotusedduringdevelopment.Disablingcacheimprovesquery
performance.

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10. ClickApply.

11. ClickActivateChanges.

12. ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.

13. DonotclickRestarttoapplyrecentchangesyet.Youdothatafteruploadingtherepositoryinthenextsetof
steps.

LoadtheRepository
1. ClicktheDeploymenttab.

2. ClicktheRepositorysubtab.

3. ClickLockandEditConfiguration.

4. ClickClosewhenyoureceivetheconfirmationmessage"LockandEditConfigurationCompletedSuccessfully."

5. Inthe"UploadBIServerRepository"section,clickBrowsetoopentheChoosefiledialogbox.

6. Bydefault,theChoosefiledialogboxshouldopentotherepositorydirectory.Ifnot,navigatetotherepository
directorywiththeBISAMPLErepository.

7. SelecttheBISAMPLE.rpdfileandclickOpen.
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8. EnterBISAMPLE1astherepositorypasswordandconfirmthepassword.

9. ClickApply.

10. IntheBIServerRepositorysection,confirmthattheDefaultRPDisnowBISAMPLEwithanextension.Inthis
examplethefilenameisBISAMPLE_BI0025.

11. ClickActivateChanges.

12. ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.

13. ClickRestarttoapplyrecentchangestonavigatetotheOverviewpage.

14. OntheOverviewpage,clickRestart.

15. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartallBIcomponents?

16. AllowtheRestartAllprocessingtocomplete.Thismaytakeafewmoments.

17. ClickClosewhenyoureceivetheconfirmationmessageRestartAllCompletedSuccessfully.

18. ConfirmthatSystemComponentsare100%andthatfivecomponentsareup.LeaveFusionMiddlewareControl
open.

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SetUpQueryLogging
1. ReturntotheAdministrationTool,whichshouldstillbeopen.

2. SelectFile>Open>Onlinetoopentherepositoryinonlinemode.Youuseonlinemodetoviewandmodifya
repositorywhileitisloadedintotheOracleBIServer.TheOracleBIServermustberunningtoopenarepositoryin
onlinemode.

3. EnterBISAMPLE1astherepositorypasswordandenteryouradministrativeusernameandpassword.

4. ClickOpentoopentherepositoryinonlinemode.

5. SelectManage>IdentitytoopenIdentityManager.

6. Intheleftpane,selectBIRepository.

7. SelectAction>SetOnlineUserFilter.

8. EnteranasteriskandclickOKtofetchusersfromtheidentitystore.

9. Intherightpane,doubleclickyouradministrativeusertoopentheUserdialogbox.Inthisexamplethe
administrativeuserisweblogic.

10. IntheUserdialogbox,ontheUsertab,setLogginglevelto2.

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11. ClickOKtoopentheCheckOutObjectsdialogbox.

12. IntheCheckOutObjectsdialogbox,clickCheckOut.Whenyouareworkinginarepositoryopeninonlinemode,
youarepromptedtocheckoutobjectswhenyouattempttoperformvariousoperations.

13. SelectAction>ClosetocloseIdentityManager.

14. SelectFile>CheckInChanges.Alternatively,youcanclicktheCheckInChangesicononthetoolbar.

15. Savetherepository.Thereisnoneedtocheckconsistency.

16. SelectFile>CopyAstosaveacopyoftheonlinerepositorywiththesecuritychanges.

17. IntheSaveCopyAsdialogbox,savethefileasBISAMPLE.rpd,replacingtheexistingBISAMPLErepository.

18. ClickYeswhenaskedifyouwanttoreplacetheexistingBISAMPLErepository.ThiswillcreateanewBISAMPLE
repositorywithqueryloggingsetfortheweblogicuser.

19. SelectFile>Closetoclosetherepository.

20. ClickOKwhenyoureceivethefollowingmessage:
"Inorderforyouronlinechangestotakeeffect,youwillhavetomanuallyrestarteachnonmasterOracleBIServer
instanceinthecluster."

21. LeavetheAdministrationToolopen.

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CreateandRunanAnalysis
1. OpenabrowseroranewbrowsertabandenterthefollowingURLtonavigatetoOracleBusinessIntelligence:
http://<machinename>:7001/analytics
InthistutorialtheURLishttp://localhost:7001/analytics

2. Signinasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpasswordprovidedduring
theOracleBIinstallation.Inthisexampletheusernameisweblogic.Ifyouneedhelpidentifyingausernameand
password,contactyourcompany'sOracleBIAdministrator.

3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.

4. SelecttheSampleSalessubjectarea.

5. Intheleftnavigationpane,expandthefoldersintheSampleSalessubjectareaandconfirmthattheuserinterface
matchesthepresentationlayeroftherepository.

6. DoubleclickthefollowingcolumnnamesintheSubjectAreaspanetoaddthemtotheanalysis:
Time.PerNameYear
Products.Type
BaseFacts.Revenue

7. ClickResults.

8. Theanalysisresultsaredisplayedinacompoundlayout,whichincludesaTitleviewandaTableview.

9. Usethebuttonsatthebottomofthecompoundlayouttoviewadditionalrows.

ChecktheQueryLog
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1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.Ifnot,enterhttp://localhost:7001/eminabrowser
andsigninasyouradministrativeuser.

2. ClicktheDiagnosticstab.

3. ClicktheLogMessagessubtab.

4. ScrolltothebottomofthewindowtotheView/SearchLogFilessection.

5. ClickServerLogtonavigatetotheLogMessagesscreen.

6. IntheLogMessagesscreen,leavethedatarangesettoMostRecent,1Days.Deselectallmessagetypesexcept
forTrace.

7. IntheMessagefield,entersendingquerytodatabase.

8. ClickSearch.

9. Thereshouldbeonlyonemessageatthispoint,butiftherearemorethanone,selectthelastmessageinthelist.
Thisisthemostrecentquerysenttothedatabase.

10. Inthebottompane,clicktheCollapsePanebutton(arrowontherightside)toviewthelogmessage.Yourresults
shouldlooksimilartothescreenshot.

11. ClicktheRestorePanebutton.Throughoutthistutorial,youreturntothisviewtocheckthequerylog.

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12. LeaveFusionMiddlewareControlopen.

ManagingLogicalTableSources
InthissetofstepsyoucreatemultiplelogicaltablesourcesfortheD3Customerlogicaltable.Tocreatemultiplelogical
tablesourcesyouperformthefollowingsteps:
OpentheRepositoryinOfflineMode
AddaNewLogicalTableSource
CreatePresentationLayerObjects
LoadtheRepository
CreateandRunanAnalysis
ChecktheQueryLog
OpentheRepositoryinOfflineMode
AddaNewLogicalTableSource
CreatePresentationLayerObjects
LoadtheRepository
CreateandRunanAnalysis
ChecktheQueryLog

OpentheRepositoryinOfflineMode
1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusiness
Intelligence>BIAdministration.

2. OpentheBISAMPLErepositoryinofflinemodewithrepositorypasswordisBISAMPLE1.Recallthatearlierinthis
tutorialyoucreatedacopyoftheonlinerepositoryandsaveditasBISAMPLE.rpd.

3. SelectManage>IdentitytoopenIdentityManager.

4. SelectBIRepositoryintheleftpane.

5. Recallthatearlierinthistutorialyoucreatedacopyoftheonlinerepositorywithloggingleveldefinedforthe
administrativeuser.Confirmthatyouradministrativeuserisvisibleintherightpane.Inthisexamplethe
administrativeuserisweblogic.

6. DoubleclicktheadministrativeusertoopentheUserdialogbox.OntheUsertab,confirmthatlogginglevelisset
to2.

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7. ClickCanceltoclosetheUserdialogbox.

8. SelectAction>ClosetocloseIdentityManager.TheofflineBISAMPLErepositorynowhasauserwithalogging
levelsetto2.Thiswillallowyoutocheckthequerylogasyoucompletetheremainingexercisesinthistutorial.
Youwillnothavetorepeatthestepsofcopyinganonlinerepository.

AddaNewLogicalTableSource
1. IntheBMMlayer,expandSampleSales>D3Customer>Sources.NoticethattheD3Customerlogicaltablehas
onelogicaltablesourcenamedD3Customer.

2. RenametheD3Customerlogicaltablesource(notthelogicaltable)toLTS1Customer.

3. DoubleclickLTS1CustomertoopentheLogicalTableSourcedialogbox.

4. ClicktheColumnMappingtabandnoticethatalllogicalcolumnsmaptophysicalcolumnsinthesamephysical
table:D3Customer.ItmaybenecessarytoscrolltotherighttoseethePhysicalTablecolumn.Makesure"Show
mappedcolumns"isselected.

5. ClickOKtoclosetheLogicalTableSourcedialogbox.

6. InthePhysicallayer,expandorcl>BISAMPLE.

7. DragD4AddressfromthePhysicallayertotheD3CustomerlogicaltableintheBMMlayer.Noticethiscreatesa
newlogicaltablesourcenamedD4AddressfortheD3Customerlogicaltable.Italsocreatesnewlogicalcolumns
thatmaptotheD4Addressphysicaltable.

8. IntheBMMlayer,doubleclickthenewD4AddresslogicaltablesourcetoopentheLogicalTableSourcedialog
box.

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9. OntheGeneraltab,enterLTS2CustomerAddressintheNamefield.

10. ClicktheColumnMappingtabandnoticethatalllogicalcolumnsmaptophysicalcolumnsinthesamephysical
table:D4Address.Ifnecessary,selectShowmappedcolumnsanddeselectShowunmappedcolumns.

11. ClickOKtoclosetheLogicalTableSourcedialogbox.

12. ConfirmthattheD3Customerlogicaltablenowhastwologicaltablesources:LTS1CustomerandLTS2
CustomerAddress.Asinglelogicaltablenowmapstotwophysicalsources.

13. RightclickthenewADDRESS_KEYcolumnandselectDelete.Thisisaduplicatecolumnandisnotneeded.

14. ClickYestoconfirmthedelete.

15. UsetheRenameWizardoramanualrenamingtechniquetorenamethenewaddresslogicalcolumns(with
uppercaseletters)inD3Customer.Yourresultsshouldlooksimilartothescreenshot.Hint:TousetheRename
Wizard,selectallofthenewlogicalcolumns,thenrightclickanyoneofthehighlightedcolumnsandselect
RenameWizardtolaunchthewizard.IfyouneedhelpusingtheRenameWizard,refertothesestepsfromearlier
inthistutorial.

16. Renametheremaininglogicaltablesourcesaccordingtothefollowingtable.Recallthatlogicaltablesourcesare
locatedintheSourcesfolderforalogicaltable.Forexample:D2Product>Sources.
LogicalTableSource

Rename

D2Product

LTS1Product

F1Revenue

LTS1Revenue

Yourresultsshouldlooksimilartothescreenshot.

CreatePresentationLayerObjects
1. InthePresentationlayer,rightclicktheSampleSalessubjectareaandselectNewPresentationTabletoopenthe
PresentationTabledialogbox.
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2. OntheGeneraltab,enterCustomerRegionsintheNamefield.

3. ClickOKtoclosethePresentationTabledialogbox.ConfirmthattheCustomerRegionspresentationtableis
addedtotheSampleSalessubjectareainthePresentationlayer.

4. IntheBMMlayer,expandSampleSales>D3Customer.

5. DragthefollowinglogicalcolumnsfromD3CustomertoCustomerRegionsinthePresentationlayer:
Address1
Address2
Area
City
CountryName
EstabName
PostalCode
Region
StateProvince
StateProvinceAbbrv
Yourcolumnnamesmaybeslightlydifferentdependingonhowyourenamedthem.

6. ReordertheCustomerRegionspresentationcolumnsinthefollowingorder,fromtoptobottom:
Region
Area
CountryName
StateProvince
StateProvinceAbbrv
City
PostalCode
Address1
Address2
EstabName

7. DoubleclicktheSampleSalessubjectareainthePresentationlayertoopentheSubjectAreadialogbox.

8. ClickthePresentationTablestab.
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9. ReorderthepresentationtablessothatCustomerRegionsappearsafterCustomers.

10. ClickOKtoclosetheSubjectAreadialogbox.Confirmthatthepresentationtablesappearintheexpectedorder.
Younowhavetwopresentationtables,CustomersandCustomerRegions,mappedtothesamelogicaltable,D3
Customer.TheD3Customerlogicaltableismappedtotwophysicalsources:D3CustomerandD4Address.

11. Savetherepositoryandcheckglobalconsistencywhenprompted.Youshouldreceiveamessagethatthereareno
errors,warnings,orbestpracticeviolationstoreport.
Ifyoudoreceiveanyconsistencycheckerrorsorwarnings,fixthembeforeproceeding.

12. ClickOKtoclosetheconsistencycheckmessage.

13. Closetherepository.LeavetheAdministrationToolopen.

LoadtheRepository
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.Ifnot,openabrowserandenterthefollowing
URLtonavigatetoFusionMiddlewareControl:
http://<machinename>/:7001/em
InthistutorialtheURLishttp://localhost:7001/em

2. Ifyoursessionhastimedout,youwillneedtologinagain.Loginasanadministrativeuser.Typicallyyouusethe
administrativeusernameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusername
isweblogic.

3. Intheleftnavigationpane,expandBusinessIntelligenceandclickcoreapplication.

4. ClicktheDeploymenttab.

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5. ClicktheRepositorysubtab.

6. ClickLockandEditConfiguration.

7. ClickClosewhenyoureceivetheconfirmationmessageLockandEditConfigurationCompletedSuccessfully.

8. ClickBrowseandnavigatetothedirectorywiththeBISAMPLErepository.

9. SelecttheBISAMPLE.rpdfileandclickOpen.

10. EnterBISAMPLE1astherepositorypasswordandconfirmthepassword.

11. ClickApply.

12. ConfirmthatthedefaultRPDisnowBISAMPLEwithanextension.Inthisexamplethefilenameis
BISAMPLE_BI0025.

13. ClickActivateChanges.

14. ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.

15. ClickRestarttoapplyrecentchangestonavigatetotheOverviewpage.

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16. OntheOverviewpage,clickRestart.

17. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartallBIcomponents?

18. Allowtheprocessingtocomplete.

19. ClickClosewhenyoureceivethemessageRestartAllCompletedSuccessfully.

CreateandRunanAnalysis
1. ReturntoOracleBI,whichshouldstillbeopen.Ifnot,openabrowserorbrowsertabandenterthefollowingURL
tonavigatetoOracleBusinessIntelligence:
http://<machinename>/:7001/analytics
InthistutorialtheURLishttp://localhost:7001/analytics.

2. Ifyourprevioussessionhastimedout,signinasanadministrativeuser.Typicallyyouusetheadministrativeuser
nameandpasswordprovidedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.

3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.

4. SelecttheSampleSalessubjectarea.

5. Intheleftnavigationpane,expandthefoldersandconfirmthattheCustomerRegionsfolderandcorresponding
columnsappear.

6. CreatethefollowinganalysisbydoubleclickingcolumnnamesintheSubjectAreaspane:
CustomerRegions.Region
Customers.CustomerName
Products.Type
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BaseFacts.Revenue

7. ClickResultstoviewtheanalysisresults.Usethebuttonsatthebottomoftheresultsscreentoseemorerows.

ChecktheQueryLog
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.

2. ClicktheDiagnosticstab.

3. ClicktheLogMessagessubtab.

4. ScrolltothebottomofthewindowtotheView/SearchLogFilessection.

5. ClickServerLogtonavigatetotheLogMessagesscreen.

6. IntheLogMessagesscreen,leavethedatarangesettoMostRecent,1Days.Deselectallmessagetypesexcept
forTrace.

7. IntheMessagefield,entersendingquerytodatabase.

8. ClickSearch.

9. Selectthelastmessageinthelist.Thisisthemostrecentquerysenttothedatabase.

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10. Inthebottompane,clicktheCollapsePanebutton(arrowontherightside)toviewthelogmessage.Yourresults
shouldlooksimilartothescreenshot.Thescreenshotshowsonlyapartialviewofthelog.
NoticethatbothD3CustomerandD4Addressareaccessed.Thepresentationcolumnsincludedintheanalysis
wereselectedfromtwodifferentpresentationtables:CustomersandCustomerRegions.Bothofthesepresentation
tablesmaptothesamelogicaltable,D3Customer.TheD3Customerlogicaltablemapstotwophysicalsources:
D3CustomerandD4Address.

11. ClicktheRestorePanebutton.

12. LeaveEnterpriseManageropen.

CreatingCalculationMeasures
Inthissetofstepsyouuseexistingmeasurestocreatedaderivedcalculationmeasure.Tocreateaderivedcalculation
measureyouperformthefollowingsteps:
OpentheRepositoryinOfflineMode
CreateaCalculationMeasureDerivedfromExistingColumns
CreateaCalculationMeasureUsingaFunction
LoadtheRepository
CreateandRunanAnalysis
ChecktheQueryLog
OpentheRepositoryinOfflineMode
CreateaCalculationMeasureDerivedfromExistingColumns
CreateaCalculationMeasureUsingaFunction
LoadtheRepository
CreateandRunanAnalysis
ChecktheQueryLog

OpentheRepositoryinOfflineMode
1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusiness
Intelligence>BIAdministration.

2. SelectFile>Open>Offline.

3. SelectBISAMPLE.rpdandclickOpen.DonotselectanyBISAMPLErepositorywithanextension,forexample,
BISAMPLE_BI0025.rpd.RecallthatthesearetherepositoriesthathavebeenloadedintoOracleBIServer
memory.

4. EnterBISAMPLE1astherepositorypasswordandclickOKtoopentherepository.
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CreateaCalculationMeasureDerivedfromExistingColumns
1. IntheBMMlayer,expandSampleSales>F1Revenue.

2. RightclickF1RevenueandselectNewObject>LogicalColumntoopentheLogicalColumndialogbox.

3. OntheGeneraltab,enterActualUnitPriceintheNamefield.

4. ClicktheColumnSourcetab.

5. SelectDerivedfromexistingcolumnsusinganexpression.

6. ClicktheEditExpressionbuttontoopenExpressionBuilder.

7. IntheleftpaneselectLogicalTables>F1Revenue>Revenue.

8. ClicktheInsertselecteditembuttontomovetheRevenuecolumntotherightpane.

9. Clickthedivisionoperatortoaddittotheexpression.

10. IntheleftpaneselectLogicalTables>F1RevenueandthendoubleclickUnitstoaddittotheexpression.

11. ClickOKtocloseExpressionBuilder.NoticethattheformulaisaddedtotheLogicalColumndialogbox.
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12. ClickOKtoclosetheLogicalColumndialogbox.TheActualUnitPricecalculatedmeasureisaddedtothe
businessmodel.

13. DragActualUnitPricefromtheBMMlayertotheBaseFactspresentationtableinthePresentationlayer.

14. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.

CreateaCalculationMeasureUsingaFunction
1. IntheBMMlayer,rightclickF1RevenueandselectNewObject>LogicalColumntoopentheLogicalColumn
dialogbox.

2. OntheGeneraltab,enterRevenueRankintheNamefield.

3. ClicktheColumnSourcetab.

4. SelectDerivedfromexistingcolumnsusinganexpression.

5. ClicktheEditExpressionbuttontoopenExpressionBuilder.

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6. IntheleftpaneselectFunctions>Displayfunctions>Rank.

7. ClicktheInsertselecteditembuttontomovetheRankfunctiontotherightpane.

8. Click<<numExpr>>intheexpression.

9. IntheleftpaneselectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.

10. ClickOKtocloseExpressionBuilder.NoticethattheformulaisaddedtotheLogicalColumndialogbox.

11. ClickOKtoclosetheLogicalColumndialogbox.TheRevenueRankcalculatedmeasureisaddedtothebusiness
model.

12. DragRevenueRankfromtheBMMlayertotheBaseFactspresentationtableinthePresentationlayer.

13. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.

14. Closetherepository.LeavetheAdminToolopen.

LoadtheRepository
1. ReturntoFusionMiddlewareControl,whichshouldstillbeopen.Ifnot,openabrowserandenterthefollowing
URLtonavigatetoFusionMiddlewareControlEnterpriseManager:
http://<machinename>/:7001/em
InthistutorialtheURLishttp://localhost:7001/em

2. Ifnecessary,loginasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpassword
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providedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.

3. Intheleftnavigationpane,expandBusinessIntelligenceandclickoncoreapplication.

4. ClicktheDeploymenttab.

5. ClicktheRepositorysubtab.

6. ClickLockandEditConfiguration.

7. ClickClosewhenyoureceivetheconfirmationmessageLockandEditConfigurationCompletedSuccessfully.

8. ClickBrowseandnavigatetothedirectorywiththeBISAMPLErepository.

9. SelecttheBISAMPLE.rpdfileandclickOpen.

10. EnterBISAMPLE1astherepositorypasswordandconfirmthepassword.

11. ClickApply.

12. ConfirmthatthedefaultRPDisnowBISAMPLEwithanextension.Inthisexamplethefilenameis
BISAMPLE_BI0025.

13. ClickActivateChanges.
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14. ClickClosewhenyoureceivetheconfirmationmessageActivateChangesCompletedSuccessfully.

15. ClickRestarttoapplyrecentchangestonavigatetotheOverviewpage.

16. OntheOverviewpage,clickRestart.

17. ClickYeswhenyoureceivethemessageAreyousureyouwanttorestartallBIcomponents?

18. Allowtheprocessingtocomplete.

19. ClickClosewhenyoureceivethemessageRestartAllCompletedSuccessfully.

CreateandRunanAnalysis
1. ReturntoOracleBI,whichshouldstillbeopen.Ifnot,openabrowserorbrowsertabandenterthefollowingURL
tonavigatetoOracleBusinessIntelligence:
http://<machinename>/:7001/analytics
InthistutorialtheURLishttp://localhost:7001/analytics.

2. Ifnecessary,loginasanadministrativeuser.Typicallyyouusetheadministrativeusernameandpassword
providedduringtheOracleBIinstallation.Inthisexampletheusernameisweblogic.

3. Intheleftnavigationpane,underCreate...AnalysisandInteractiveReporting,selectAnalysis.Hint:Ifyoursession
hasnottimedout,youcancreateanewanalysisbyselectingNew>Analysis.

4. SelecttheSampleSalessubjectarea.

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5. Intheleftnavigationpane,expandtheBaseFactsfolderandconfirmthattheActualUnitPriceandRevenue
Rankcolumnsarevisible.

6. CreatethefollowinganalysisbydoubleclickingcolumnnamesintheSubjectAreaspane:
Products.Product
BaseFacts.Revenue
BaseFacts.RevenueRank
BaseFacts.Units
BaseFacts.ActualUnitPrice

7. SortRevenueRankinascendingorder.

8. ClickResultstoviewtheanalysisresults.
PleasenotethattheActualUnitPricecalculationiscorrect,althoughitdoesnotmakesensefromabusiness
perspective.Forexample,theunitpriceforanLCDHDTelevisionwouldnotbe9dollars.Thisisaresultofthe
underlyingsampledata.

ChecktheQueryLog
1. Inthissetofstepsyouuseanothermethodtocheckthequerylog.ClicktheAdministrationlinkintheupperright.

1. ClickOKwhenyouareasked"areyousureyouwanttonavigateawayfromthispage?"

1. OntheAdministrationpage,underSessionManagement,selectManageSessions.

1. IntheCursorCachesection,locateyourqueryandselectViewLog.

2. Yourlogentryshouldlooksimilartothescreenshot.
NotethatthedivisionofRevenuebyUnitsiscalculatedintheouterqueryblock(D1.c2/nullif(D1.c1,0)asc3in
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thisexample).BecauseyoudefinedtheActualUnitPricecalculationusinglogicalcolumns,theSUMaggregation
ruleisappliedtotheRevenueandUnitscolumnsfirstandthenthedivisioniscalculated.

3. ClickthebrowserbackbuttontoreturntotheAdministrationscreen.

4. SignoutofOracleBI.

CreatingLogicalDimensionswithLevelBasedHierarchies
Inthissetofstepsyouaddlogicaldimensionhierarchiestothebusinessmodel.Alogicaldimensionrepresentsa
hierarchicalorganizationoflogicalcolumnsbelongingtoasinglelogicaldimensiontable.Logicaldimensionscanexist
intheBusinessModelandMappinglayerandinthePresentationLayer.AddinglogicaldimensionstothePresentation
layerexposesthemtousers,whichenablesuserstocreatehierarchybasedqueries.Youimplementfourlogical
dimensionsforABC:Time,Product,Office,andCustomer.Creatinglogicaldimensionswithhierarchiesallowsyouto
buildlevelbasedmeasures,defineaggregationrulesthatvarybydimension,providedrilldownonchartsandtablesin
analysesanddashboards,anddefinethecontentofaggregatesources.Tocreatelogicaldimensionswithlevelbased
hierarchies,youperformthefollowingsteps:
OpentheRepositoryinOfflineMode
CreateaLogicalDimensionforProduct
CreateLogicalLevels
AssociateLogicalColumnswithLogicalLevels
SetLogicalLevelKeys
CreateaLogicalDimensionforTime
AssociateTimeLogicalColumnswithLogicalLevels
CreateaLogicalDimensionforCustomer
SetAggregationContentforLogicalTableSources
TestYourWork
OpentheRepositoryinOfflineMode
CreateaLogicalDimensionforProduct
CreateLogicalLevels
AssociateLogicalColumnswithLogicalLevels
SetLogicalLevelKeys
CreateaLogicalDimensionforTime
AssociateTimeLogicalColumnswithLogicalLevels
CreateaLogicalDimensionforCustomer
SetAggregationContentforLogicalTableSources
TestYourWork

OpentheRepositoryinOfflineMode
1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusiness
Intelligence>BIAdministration.

2. SelectFile>Open>Offline.

3. SelectBISAMPLE.rpdandclickOpen.DonotselectanyBISAMPLErepositorywithanextension,forexample,
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BISAMPLE_BI0001.rpd.RecallthatthesearetherepositoriesthathavebeenloadedintoOracleBIServer
memory.

4. EnterBISAMPLE1astherepositorypasswordandclickOKtoopentherepository.

CreateaLogicalDimensionforProduct
1. IntheBMMlayer,rightclicktheSampleSalesbusinessmodelandselectNewObject>LogicalDimension>
DimensionwithLevelBasedHierarchytoopentheLogicalDimensiondialogbox.

2. NamethelogicaldimensionH2Product.

3. ClickOK.ThelogicaldimensionisaddedtotheSampleSalesbusinessmodel.

CreateLogicalLevels
1. RightclickH2ProductandselectNewObject>LogicalLevel.

2. NamethelogicallevelProductTotal.

3. Becausethislevelrepresentsthegrandtotalforproducts,selecttheGrandtotallevelcheckbox.Notethatwhen
youdothis,theSupportsrolluptohigherlevelofaggregationfieldisgrayedoutandprotected.

4. ClickOKtoclosetheLogicalLeveldialogbox.TheProductTotallevelisaddedtotheH2Productlogical
dimension.

5. RightclickProductTotalandselectNewObject>ChildLeveltoopentheLogicalLeveldialogbox.

6. NamethelogicallevelProductBrand.
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7. ClickOKtoclosetheLogicalLeveldialogbox.TheProductBrandlevelisaddedtothelogicaldimension.

8. Repeatthestepstoaddthefollowingchildlevels:
ProductLOBasachildofProductBrand
ProductTypeasachildofProductLOB
ProductDetailasachildofProductType
Usethescreenshotasaguide:

AssociateLogicalColumnswithLogicalLevels
1. ExpandtheD2Productlogicaltable.

2. DragtheBrandcolumnfromD2ProducttotheProductBrandlevelinH2Product.

3. ContinuedragginglogicalcolumnsfromtheD2ProductlogicaltabletotheircorrespondinglevelsintheH2
Productlogicaldimension:
LogicalColumn

LogicalLevel

Lob

ProductLOB

Type

ProductType

Product

ProductDetail

ProdKey

ProductDetail

Yourresultsshouldlooksimilartothescreenshot:

SetLogicalLevelKeys
1. DoubleclicktheProductBrandlogicalleveltoopentheLogicalLeveldialogbox.OntheGeneraltab,noticethat
theProductLOBchildlevelisdisplayed.

2. ClicktheKeystab.

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3. EnterBrandforKeyName.

4. IntheColumnsfield,usethedropdownlisttoselectD2Product.Brand.

5. CheckUseforDisplay.Whenthisisselected,userscandrilldowntothiscolumnfromahigherlevel.

6. SetBrandasthePrimarykey.

7. ClickOKtoclosetheLogicalLeveldialogbox.TheiconchangesforBrandtoshowthatitisthekeyfortheProduct
Brandlevel.

8. Useadifferenttechniquetocreatealogicallevelkey:RightclickLobfortheProductLOBlevelandselectNew
LogicalLevelKeytoopentheLogicalLevelKeydialogbox.

9. IntheLogicalLevelKeydialogbox,acceptthedefaultsandclickOK.

10. TheiconchangesforLobtoshowthatitisthekeyfortheProductLOBlevel.

11. UseeithermethodtosettheremainingkeysfortheH2Productlogicaldimension:
LogicalLevel LogicalLevelKey UseforDisplay
ProductType

Type

Yes

ProductDetail Product

Yes

ProductDetail ProdKey

No

Yourresultsshouldlooksimilartothescreenshot:
PleasenotethattheDetaillevel(lowestlevelofthehierarchy)musthavethecolumnthatisthelogicalkeyofthe
dimensiontableassociatedwithitanditmustbethekeyforthatlevel:ProdKeyinthisexample.

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12. SetProdKeyastheprimarykeyfortheProductDetaillevel.Hint:DoubleclickthelevelandselecttheKeystab.

CreateaLogicalDimensionforTime
1. UseadifferenttechniquetocreatealogicaldimensionforTime.RightclicktheD1Timelogicaltableandselect
CreateLogicalDimension>DimensionwithLevelBasedHierarchy.

2. Anewlogicaldimension,D1TimeDiminthisexample,isautomaticallyaddedtothebusinessmodel.

3. RenameD1TimeDimtoH1Time.

4. ExpandH1Time.Noticethattwolevelwerecreatedautomatically:D1TimeTotalandD1TimeDetail.D1Time
DetailispopulatedwithallofthecolumnsfromtheD1Timelogicaltable.

5. RenameD1TimeTotaltoTimeTotal,andrenameD1TimeDetailtoTimeDetail.

6. RightclickTimeDetailandselectNewObject>ParentLeveltoopentheLogicalLeveldialogbox.

7. OntheGeneraltab,namethelogicallevelWeek,andcheckSupportsrolluptohigherlevelofaggregation.

8. ClickOKtoclosetheLogicalLeveldialogbox.TheWeeklevelisaddedtotheH1Timelogicaldimension.

9. Repeatthestepstoaddtheremaininglogicallevels:
MonthasaparentofWeek
QuarterasaparentofMonth
HalfasaparentofQuarter
YearasaparentofHalf
Yourfinalresultsshouldlooksimilartothescreenshot:
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AssociateTimeLogicalColumnswithLogicalLevels
1. Useadifferenttechniquetoassociatelogicalcolumnswithlogicallevels.DragthelogicalcolumnsfromtheTime
Detaillogicallevel(notfromtheD1Timelogicaltable)totheircorrespondinglevelsintheH1Timelogical
dimension.Thisisaconvenienttechniquewhenlogicalcolumnsareburieddeepinthebusinessmodel.
LogicalColumn

LogicalLevel

PerNameYear

Year

PerNameHalf

Half

PerNameQtr

Quarter

PerNameMonth

Month

PerNameWeek

Week

Yourresultsshouldlooksimilartothescreenshot:

2. DeleteallremainingcolumnsfromtheTimeDetaillevelexceptforCalendarDatesothatonlyCalendarDateis
associatedwiththeTimeDetaillevel.Noticethatdeletingobjectsfromthehierarchydoesnotdeletethemfromthe
logicaltableinthebusinessmodel.

3. SetthelogicalkeysfortheH1Timelogicaldimensionaccordingtothefollowingtable:
LogicalLevel

LevelKey

UseforDisplay

Year

PerNameYear

Yes

Half

PerNameHalf

Yes

Quarter

PerNameQtr

Yes

Month

PerNameMonth

Yes

Week

PerNameWeek

Yes

TimeDetail

CalendarDate

Yes

CreateaLogicalDimensionforCustomer
1. UseeithertechniquetocreatealogicaldimensionwithalevelbasedhierarchynamedH3CustomerfortheD3
Customerlogicaltablewiththefollowinglevels,columns,andkeys.Hint:Createthelevelsfirst,thendoubleclicka
logicalcolumntoopentheLogicalColumndialogboxandusetheLevelstabtoassociatethelogicalcolumnwith
alogicallevel.
Level

Column

Key

UseforDisplay

CustomerTotal

<none>

<none>

<none>

CustomerRegion

Region

Region

Yes

CustomerArea

Area

Area

Yes

CustomerCountry

CountryName

CountryName

Yes

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CustomerState

StateProvince

StateProvince

Yes

CustomerCity

City

City

Yes

PostalCode

Yes

CustomerName

Yes

CustomerPostalCode PostalCode

CustomerDetail

CustomerName

CustomerNumber CustomerNumber No

SetCustomerTotalasthegrandtotallevel.
SetCustomerNumberastheprimarykeyfortheCustomerDetaillevel.
Yourresultsshouldlooksimilartothescreenshot:

SetAggregationContentforLogicalTableSources
1. ExpandD1Time>Sources.

2. DoubleclicktheLTS1TimelogicaltablesourcetoopentheLogicalTableSourcedialogbox.

3. ClicktheContenttab.

4. ConfirmthatAggregationcontent,groupbyissettoLogicalLevelandthelogicallevelissettoTimeDetailfor
theH1Timelogicaldimension.

5. ClickOKtoclosetheLogicalTableSourcedialogbox.

6. Repeattoverifyorsetcontentsettingsfortheremaininglogicaltablesourcesusingthetableandscreenshotsasa
guide:
LogicalTableSource

LogicalDimension

LogicalLevel

LTS1Product

H2Product

ProductDetail

LTS1Customer

H3Customer

CustomerDetail

LTS2CustomerAddress

H3Customer

CustomerDetail

H1Time

TimeDetail

H2Product

ProductDetail

H3Customer

CustomerDetail

LTS1Revenue

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7. Savetherepositoryandcheckglobalconsistency.Fixanyerrorsorwarningsbeforeproceeding.Noticethatyou
didnothavetomakeanychangestothePresentationlayer.

8. Closetherepository.LeavetheAdministrationToolopen.

TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.

2. ReturntoOracleBI,whichshouldstillbeopen,andsigninifnecessary.

3. CreatethefollowinganalysistotesttheProducthierarchy.
Products.Brand
BaseFacts.Revenue

4. ClickResults.

5. ClickontheBizTechbrandandverifythatyoucandrilldownthroughthehierarchytoseerevenuedataateach
level.

6. SelectNew>Analysis>SampleSales.

7. ClickOKtoconfirmthatyouwanttonavigateawayfromthispage.

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8. Createthefollowinganalysis:
Time.PerNameYear
BaseFacts.Revenue

9. ClickResultsandverifythatyoucandrilldownthroughtheTimehierarchy.

10. RepeatthestepsandcreatethefollowinganalysistotesttheCustomershierarchy:
CustomerRegions.Region
BaseFacts.Revenue

11. ClickResultsandverifythatyoucandrilldownthroughtheCustomershierarchy.

12. SignoutofOracleBI.ClickOKwhenpromptedaboutnavigatingawayfromthispage.LeavetheOracleBIbrowser
pageopen.

CreatingLevelBasedMeasures
InthissetofstepsyoucreatelevelbasedmeasuresthatcalculatetotaldollarsatvariouslevelsintheProducthierarchy,
andthenusealevelbasedmeasuretocreateasharemeasure.
Tocreatelevelbasedmeasuresandasharemeasure,youperformthefollowingsteps:
OpentheRepositoryinOfflineMode
CreateLevelBasedMeasures
CreateaShareMeasure
TestYourWork
OpentheRepositoryinOfflineMode
CreateLevelBasedMeasures
CreateaShareMeasure
TestYourWork

OpentheRepositoryinOfflineMode
1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusiness
Intelligence>BIAdministration.

2. SelectFile>Open>Offline.

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3. SelectBISAMPLE.rpdandclickOpen.DonotselectanyBISAMPLErepositorywithanextension,forexample,
BISAMPLE_BI0001.rpd.RecallthatthesearetherepositoriesthathavebeenloadedintoOracleBIServer
memory.

4. EnterBISAMPLE1astherepositorypasswordandclickOKtoopentherepository.

CreateLevelBasedMeasures
1. IntheBusinessModelandMappinglayer,rightclicktheF1RevenuetableandselectNewObject>Logical
ColumntoopentheLogicalColumndialogbox.

2. OntheGeneraltab,enterProductTotalRevenueintheNamefield.

3. ClicktheColumnSourcetab.

4. SelectDerivedfromexistingcolumnsusinganexpression.

5. OpentheExpressionBuilder.

6. IntheExpressionBuilder,addLogicalTables>F1Revenue>Revenuetotheexpression.Recallthatthe
RevenuecolumnalreadyhasadefaultaggregationruleofSum.

7. ClickOKtocloseExpressionBuilder.

8. ClicktheLevelstab.

9. FortheH2Productlogicaldimension,selectProductTotalfromtheLogicalLeveldropdownlisttospecifythat
thismeasureshouldbecalculatedatthegrandtotallevelintheproducthierarchy.

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10. ClickOKtoclosetheLogicalColumndialogbox.TheProductTotalRevenuemeasureappearsintheProduct
TotalleveloftheH2ProductlogicaldimensionandtheF1Revenuelogicalfacttable.

11. Repeatthestepstocreateasecondlevelbasedmeasure:
Name

LogicalDimension

LogicalLevel

ProductTypeRevenue

H2Product

ProductType

12. ExposethenewcolumnstousersbydraggingProductTotalRevenueandProductTypeRevenuetotheBase
FactspresentationtableintheSampleSalessubjectareainthePresentationlayer.Youcandragthecolumns
fromeithertheH2ProductlogicaldimensionortheF1Revenuelogicaltable.

CreateaShareMeasure
1. IntheBusinessModelandMappinglayer,rightclicktheF1RevenuetableandselectNewObject>Logical
ColumntoopentheLogicalColumndialogbox.

2. OntheGeneraltab,namethelogicalcolumnProductShare.

3. OntheColumnSourcetab,select"Derivedfromexistingcolumnsusinganexpression."

4. OpentheExpressionBuilder.

5. IntheExpressionBuilder,SelectFunctions>MathematicFunctions>Round.

6. ClickInsertselecteditem.Thefunctionappearsintheeditbox.

7. ClickSourceNumberintheformula.
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8. Enter100*followedbyaspace.

9. InsertLogicalTables>F1Revenue>Revenue.

10. Usingthetoolbar,clicktheDivisionbutton.Anothersetofanglebracketsappears,<<expr>>.

11. Click<<expr>>.

12. InsertLogicalTables>F1Revenue>ProductTotalRevenue.Recallthatthisisthetotalmeasureforthe
hierarchy.

13. Clickbetweenthelastsetofanglebrackets,<<Digits>>,andenter1.Thisrepresentsthenumberofdigitsof
precisionwithwhichtoroundtheinteger.

14. Checkyourwork:
Round(100*"SampleSales"."F1Revenue"."Revenue"/"SampleSales"."F1Revenue"."Product
TotalRevenue",1)
Thissharemeasurewillallowyoutorunananalysisthatshowshowrevenueofaspecificproductcomparesto
totalrevenueforallproducts.

15. ClickOKtoclosetheExpressionBuilder.TheformulaisvisibleintheLogicalColumndialogbox.

16. ClickOKtoclosetheLogicalColumndialogbox.TheProductSharelogicalcolumnisaddedtothebusiness
model.

17. AddtheProductSharemeasuretotheBaseFactspresentationtable.
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18. Savetherepository.Checkconsistency.Youshouldreceivethefollowingmessage.
Ifthereareconsistencyerrorsorwarnings,correctthembeforeyouproceed.

19. Closetherepository.

TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.

2. ReturntoOracleBI,whichshouldstillbeopen,andsignin.

3. Createthefollowinganalysistotestthelevelbasedandsharemeasures.
Products.Product
BaseFacts.Revenue
BaseFacts.ProductTypeRevenue
BaseFacts.ProductShare

4. FortheProductSharecolumn,selectColumnProperties.

5. OntheDataFormattab,selectOverrideDefaultDataFormat.

6. ChangeTreatNumbersAstoPercentageandsetDecimalPlacesto2.DeselectUse1000'sseparator.

7. ClickOKtoclosetheColumnPropertiesdialogbox.

8. SortProductShareindescendingorder.
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9. ClickResults.NoticethatProductTypeRevenuereturnsdollarsgroupedbyTypeeventhoughthequeryisata
differentlevelthanTypeProductinthisexample.ProductShareshowsthepercentoftotalrevenueforeach
productsortedindescendingorder.

10. SignoutofOracleBI.

11. ClickOKwhenyoureceivethemessage:Areyousureyouwanttonavigateawayfromthispage?

CreatingLogicalDimensionswithParentChildHierarchies
Aparentchildhierarchyisahierarchyofmembersthatallhavethesametype.Thiscontrastswithlevelbased
hierarchies,wheremembersofthesametypeoccuronlyatasinglelevelofthehierarchy.Themostcommonreallife
occurrenceofaparentchildhierarchyisanorganizationalreportinghierarchychart,wherethefollowingallapply:
Eachindividualintheorganizationisanemployee.
Eachemployee,apartfromthetoplevelmanagers,reportstoasinglemanager.
Thereportinghierarchyhasmanylevels.
Inrelationaltables,therelationshipsbetweendifferentmembersinaparentchildhierarchyareimplicitlydefinedbythe
identifierkeyvaluesintheassociatedbasetable.However,foreachOracleBIServerparentchildhierarchydefinedona
relationaltable,youmustalsoexplicitlydefinetheintermemberrelationshipsinaseparateparentchildrelationship
table.
Tocreatealogicaldimensionwithaparentchildhierarchy,performthefollowingsteps:
OpentheRepositoryinOfflineMode
ImportMetadataandDefinePhysicalLayerObjects
CreateLogicalTableandLogicalColumns
CreateaLogicalJoin
CreateaParentChildLogicalDimension
DefineParentChildSettings
CreatePresentationLayerObjects
TestYourWork
OpentheRepositoryinOfflineMode
ImportMetadataandDefinePhysicalLayerObjects
CreateLogicalTableandLogicalColumns
CreateaLogicalJoin
CreateaParentChildLogicalDimension
DefineParentChildSettings
CreatePresentationLayerObjects
TestYourWork

OpentheRepositoryinOfflineMode
1. ReturntotheAdministrationTool,whichshouldstillbeopen.Ifnot,selectStart>Programs>OracleBusiness
Intelligence>BIAdministration.

2. SelectFile>Open>Offline.
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3. SelectBISAMPLE.rpdandclickOpen.DonotselectanyBISAMPLErepositorywithanextension,forexample,
BISAMPLE_BI0001.rpd.RecallthatthesearetherepositoriesthathavebeenloadedintoOracleBIServer
memory.

4. EnterBISAMPLE1astherepositorypasswordandclickOKtoopentherepository.

ImportMetadataandDefinePhysicalLayerObjects
1. InthePhysicallayer,expandorcl.

2. RightclickConnectionPoolandselectImportMetadatatoopentheImportWizard.

3. IntheSelectMetadataTypesscreen,acceptthedefaultsandclickNext.

4. IntheSelectMetadataObjectsscreen,inthedatasourceview,expandBISAMPLEandselectthefollowingtables
forimport:
SAMP_EMPL_D_VH
SAMP_EMPL_PARENT_CHILD_MAP
SAMP_EMPL_POSTN_D

5. ClicktheImportSelectedbuttontomovethetablestotheRepositoryView.

6. ClickFinishtoclosetheImportWizard.

7. ConfirmthatthethreetablesarevisibleinthePhysicallayeroftherepository.

8. RightclickSAMP_EMPL_PARENT_CHILD_MAPandselectViewData.
Thisisanexampleofaparentchildrelationshiptablewithrowsthatdefinetheintermemberrelationshipsofan
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employeehierarchy.ItincludesaMemberKeycolumn,whichidentifiesthemember(employee)anAncestorKey,
whichidentifiestheancestor(manager)ofthememberaDistancecolumn,whichspecifiesthenumberofparent
childhierarchylevelsfromthemembertotheancestorandaLeafcolumn,whichindicatesifthememberisaleaf
member.

9. Createthefollowingaliasesforthetables:
Table

Alias

SAMP_EMPL_D_VH

D50SalesRep

SAMP_EMPL_PARENT_CHILD_MAP

D51SalesRepParentChild

SAMP_EMPL_POSTN_D

D52SalesRepPosition

10. UsethePhysicalDiagramtocreatethefollowingphysicaljoinsforthealiastables:
"orcl".""."BISAMPLE"."D52SalesRepPosition"."POSTN_KEY"="orcl".""."BISAMPLE"."D50
SalesRep"."POSTN_KEY"
"orcl".""."BISAMPLE"."D50SalesRep"."EMPLOYEE_KEY"="orcl".""."BISAMPLE"."D51Sales
RepParentChild"."ANCESTOR_KEY"
"orcl".""."BISAMPLE"."D51SalesRepParentChild"."MEMBER_KEY"=
"orcl".""."BISAMPLE"."F1Revenue"."EMPL_KEY"

CreateLogicalTableandLogicalColumns
1. IntheBMMlayer,rightclicktheSampleSalesbusinessmodelandselectNewObject>LogicalTabletoopenthe
LogicalTabledialogbox.

2. OntheGeneraltab,namethelogicaltableD5SalesRep.

3. ClickOKtoaddthelogicaltabletothebusinessmodel.
NoticethattheD5SalesRepiconhasa#sign.Thisisbecauseyouhavenotyetdefinedthelogicaljoin
relationship.Whenyoudefinethelogicaljoinlaterinthistutorialtheiconwillchangeaccordingly.

4. DragallsixcolumnsfromD50SalesRepinthePhysicallayertoD5SalesRepintheBMMlayer.Thisaction
createslogicalcolumnsandaddsaD50SalesReplogicaltablesourcetoD5SalesRep.

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5. RenametheD50SalesReplogicaltablesourcetoLTS1SalesRep.

6. InthePhysicallayer,expandD52SalesRepPosition.

7. DragPOSTN_DESCandPOSTN_LEVELfromD52SalesRepPositiontoLTS1SalesRep.Notethatyouare
draggingthecolumnstothelogicaltablesource,notthelogicaltable.Draggingtothelogicaltablewouldcreatea
secondlogicaltablesource.

8. DragDISTANCEfromD51SalesRepParentChildtoLTS1SalesRep.Again,youdragthecolumntothelogical
tablesource,notthelogicaltable.

9. Renamethelogicalcolumns:
OldName

NewName

POSTN_KEY

PositionKey

TYPE

SalesRepType

EMPL_NAME

SalesRepName

EMPLOYEE_KEY

SalesRepNumber

HIRE_DT

HireDate

MGR_ID

ManagerNumber

POSTN_DESC

Position

POSTN_LEVEL

PositionLevel

DISTANCE

ClosureDistance

CreateaLogicalJoin
1. IntheBMMlayer,selectD5SalesRepandF1Revenue.

2. RightclickeitherhighlightedtableandselectBusinessModelDiagram>SelectedTablesOnlytoopenthe
BusinessModelDiagram.

3. CreatealogicaljoinbetweenD5SalesRepandF1RevenuewithF1Revenueatthemanyendofthejoin.

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4. ClosetheBusinessModelDiagram.NoticethattheiconhaschangedfortheD5SalesReptable.

CreateaParentChildLogicalDimension
1. RightclicktheD5SalesReplogicaltableandselectCreateLogicalDimension>DimensionwithParentChild
Hierarchy.

2. IntheLogicalDimensiondialogbox,ontheGeneraltab,namethelogicaldimensionH5SalesRep.

3. ClickBrowsenexttoMemberKey.TheBrowsewindowshowsthephysicaltableanditscorrespondingkey.

4. ClickViewtoopentheLogicalKeydialogbox.ConfirmthattheSalesRepNumbercolumnisselected

5. ClickCanceltoclosetheLogicalKeydialogbox.

6. ClickOKtoclosetheBrowsewindow.

7. ClickBrowsenexttoParentColumn.TheBrowsewindowshowsthecolumnsotherthanthememberkey.

8. DeselectShowQualifiedNamesandselectManagerNumberastheparentcolumnfortheparentchildhierarchy.

9. ClickOKtoclosetheBrowsewindow,butdonotclosetheLogicalDimensiondialogbox.

DefineParentChildSettings
1. ClickParentChildSettingstodisplaytheParentChildRelationshipTableSettingsdialogbox.Notethatatthis
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pointtheParentChildRelationshipTableisnotdefined.
Foreachparentchildhierarchydefinedonarelationaltable,youmustexplicitlydefinetheintermember
relationshipsinaseparateparentchildrelationshiptable.Intheprocessofcreatingtheparentchildrelationship
table,youmaychooseoneofthefollowingoptions:1.Selectapreviouslycreatedparentchildrelationshiptable.
2.Useawizardthatwillgeneratescriptstocreateandpopulatetheparentchildrelationshiptable.Inthenextset
ofstepsyouselectapreviouslycreatedandpopulatedparentchildrelationshiptable.
Foryourinformationonly:TostartthewizardyouwouldclicktheCreateParentChildRelationshipTablebutton.
ThewizardcreatestheappropriaterepositorymetadataobjectsandgeneratesSQLscriptsforcreatingand
populatingtheparentchildrelationshiptable.Attheendofthewizard,OracleBIServerstoresthescriptsinto
directorieschosenduringthewizardsession.Thescriptscanthenberunagainstthedatabasetocreateand
populatetheparentchildrelationshiptable.Runningthewizardisnotnecessaryinthistutorialbecausethe
parentchildrelationshiptableisalreadycreatedandpopulated.

2. ClicktheSelectParentChildRelationshipTablebuttontoopentheSelectPhysicalTabledialogbox.

3. IntheSelectPhysicalTabledialogbox,selecttheD51SalesRepParentChildaliasyoucreated.

4. TheD51SalesRepParentChildaliasisnowdisplayedintheParentChildRelationshipTablecolumn.

5. IntheParentChildTableRelationshipColumnDetailssection,settheappropriatecolumns:
MemberKey

MEMBER_KEY

ParentKey

ANCESTOR_KEY

RelationshipDistance

DISTANCE

LeafNodeIdentifier

IS_LEAF

Explanation:
MemberKeyidentifiesthemember.
ParentKeyidentifiesanancestorofthemember,Theancestormaybetheparentofthemember,orahigherlevel
ancestor.
RelationshipDistancespecifiesthenumberofparentchildhierarchicallevelsfromthemembertotheancestor.
LeafNodeIdentifierindicatesifthememberisaleafmember(1=Yes,0=No).

6. ClickOKtoclosetheParentChildRelationshipTableSettingsdialogbox.

7. ClickOKtoclosetheLogicalDimensiondialogbox.

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8. RightclickH5SalesRepandselectExpandAll.Notethataparentchildlogicaldimensionhasonlytwolevels.

9. DeleteallcolumnsfromtheDetaillevelexceptforSalesRepNameandSalesRepNumber.

10. DoubleclicktheDetailleveltoopentheLogicalLeveldialogbox.

11. OntheKeystab,createanewkeynamedDisplayKeythatmapstotheSalesRepNamecolumn.

12. DeselectUseforDisplayfortheSalesRepNumbercolumnandselectUseforDisplayfortheSalesRepName
column.

13. MakesurethatMemberKeyisstillsettoD50SalesRep_Key.

14. ClickOKtoclosetheLogicalLeveldialogbox.

15. ExpandF1Revenue>SourcesanddoubleclickLTS1RevenuetoopentheLogicalTableSourcedialogbox.

16. OntheContenttab,setthelogicalleveltoDetailfortheH5SalesReplogicaldimension.

17. ClickOKtoclosetheLogicalTableSourcedialogbox.

CreatePresentationLayerObjects
1. DragtheD5SalesReplogicaltablefromtheBMMlayertotheSampleSalessubjectareainthePresentation
layer.
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2. RenametheD5SalesReppresentationtabletoSalesReps.

3. MovetheSalesRepspresentationtableabovetheBaseFactstable.

4. ExpandtheSalesRepspresentationtableandnoticethattheH5SalesRepparentchildlogicaldimensionis
automaticallyincludedasapresentationhierarchy.

5. DoubleclicktheH5SalesReppresentationhierarchytoopenthePresentationHierarchydialogbox.

6. OntheDisplayColumnstab,confirmthatSalesRepNameissetasthedisplaycolumn.

7. ClickOKtoclosethePresentationHierarchydialogbox.

8. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.

9. Closetherepository.LeavetheAdministrationToolopen.

TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.

2. ReturntoOracleBI,whichshouldstillbeopen,andsignin.

3. Createthefollowinganalysistotesttheparentchildlogicaldimension.
SalesReps.H5SalesReps
SalesReps.Position
BaseFacts.Revenue
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4. ClickResults.

5. Expandthepivottabletoviewdataatdifferentlevelsofthehierarchy.NoticethattheRevenuemeasurerollsup
througheachlevel.

6. SignoutofOracleBI.

CreatingLogicalDimensionswithRaggedandSkippedLevelHierarchies
Tocreatelogicaldimensionswithraggedandskippedlevelhierarchies,youperformthefollowingsteps:
ImportMetadataandDefinePhysicalLayerObjects
CreateLogicalTableandLogicalColumns
CreateaRagged/SkippedLevelsLogicalDimension
CreatePresentationLayerObjects
TestYourWork
ImportMetadataandDefinePhysicalLayerObjects
CreateLogicalTableandLogicalColumns
CreateaRagged/SkippedLevelLogicalDimension
CreatePresentationLayerObjects
TestYourWork

ImportMetadataandDefinePhysicalLayerObjects
1. OpentheBISAMPLErepositoryinofflinemode.

2. InthePhysicallayer,expandorcl.

3. RightclickConnectionPoolandselectImportMetadatatoopentheImportWizard.

4. IntheSelectMetadataTypesscreen,acceptthedefaultsandclickNext.

5. IntheSelectMetadataObjectsscreen,inthedatasourceview,expandBISAMPLE.

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6. Inthedatasourceview,selecttheSAMP_PRODUCTS_DRtableforimport:

7. ClicktheImportSelectedbuttontomovethetabletotheRepositoryView.

8. ExpandBISAMPLEintheRepositoryViewandconfirmthattheSAMP_PRODUCT_DRtableisvisible.

9. ClickFinishtoclosetheImportWizard.

10. ConfirmthattheSAMP_PRODUCT_DRtableisvisibleinthePhysicallayeroftherepository.

11. Createthefollowingaliasforthetable:D20Product

12. UsethePhysicalDiagramtocreatethefollowingphysicaljoinforthealiastable:
"orcl".""."BISAMPLE"."D20Product"."PROD_KEY"="orcl".""."BISAMPLE"."F1Revenue"."PROD_KEY"

13. RightclickD20ProductandselectViewData.
Noticethereareskippedlevelsinthehierarchy.Forexample,brandABrand2hasaNULLvalueforLOBforthe
productDProduct8.

14. CloseViewData.

CreateLogicalTableandLogicalColumns
1. DragD20ProductfromthePhysicallayertotheSampleSalesbusinessmodelintheBMMlayertocreateaD20
Productlogicaltable.ThelogicaljointoF1RevenueiscreatedautomaticallybasedonthejoininthePhysical
layer.

2. RenametheD20Productlogicalcolumns:
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OldName

NewName

BRAND

Brand

LOB

LOB

PROD_DSC

Product

PROD_KEY

ProductNumber

Type

ProductType

3. RenametheD20ProductlogicaltablesourcetoLTS1Product(Ragged)

CreateaRagged/SkippedLevelLogicalDimension
1. RightclicktheD20ProductlogicaltableandselectCreateLogicalDimension>DimensionwithLevelBased
HierarchytoautomaticallycreatealogicaldimensionnamedD20ProductDim.

2. RenameD20ProductDimtoH20Product.

3. DoubleclicktheH20ProductlogicaldimensiontoopentheLogicalDimensiondialogbox.

4. OntheGeneraltab,selectbothRaggedandSkippedLevels.

5. ClickOKtoclosetheLogicalDimensiondialogbox.

6. ExpandH20Product.

7. Createthefollowinghierarchy:
Level

Column

Key

UseforDisplay

ProductTotal

<none>

<none>

<none>

ProductBrand

Brand

Brand

Yes

ProductLOB

LOB

LOB

Yes

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ProductType

ProductType

ProductType

Yes

Product

Product

Product

Yes

ProductDetail

ProductNumber

ProductNumber

Yes

CreatePresentationLayerObjects
1. DragtheD20ProductlogicaltabletotheSampleSalessubjectareainthePresentationlayer.

2. InthePresentationlayer,renameD20ProducttoProducts(Ragged)andmoveProducts(Ragged)toappear
afterProducts.

3. ExpandProducts(Ragged)andnoticethattheH20Productlogicaldimensionisautomaticallyaddedtothe
Presentationlayer.

4. Savetherepositoryandcheckconsistency.Fixanderrorsorwarningsbeforeproceeding.

5. Closetherepository.LeavetheAdministrationToolopen.

TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.

2. ReturntoOracleBI,whichshouldstillbeopen,andsignin.

3. Createthefollowinganalysistotesttheragged/skippedlevelhierarchy:
Products(Ragged).Brand
Products(Ragged).LOB
Products(Ragged).ProductType
Products(Ragged).Product
BaseFacts.Revenue

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4. ClickResults.
Theresultsdisplaycorrectlyeventhoughthereareskippedlevels(levelswithNULLvalues)andraggedlevels
(leaveswithvaryingdepth).

5. SignoutofOracleBI.

UsingAggregates
Inthissetofstepsyousetupanduseaggregatetablestoimprovequeryperformance.Aggregatetablesstorepre
computedresults,whicharemeasuresthathavebeenaggregated(typicallysummed)overasetofdimensional
attributes.Usingaggregatetablesisapopulartechniqueforspeedingupqueryresponsetimesindecisionsupport
systems.Thiseliminatestheneedforruntimecalculationsanddeliversfasterresultstousers.Thecalculationsaredone
aheadoftimeandtheresultsarestoredinthetables.Aggregatetablestypicallyhavemanyfewerrowsthanthenon
aggregatetablesand,therefore,processingisfaster.
Tosetupanduseaggregatetables,performthefollowingsteps:
ImportMetadata
CreateNewLogicalTableSources
SetAggregateContent
TestYourWork
ImportMetadata
CreateNewLogicalTableSources
SetAggregateContent
TestYourWork

ImportMetadata
1. ReturntotheAdministrationToolandopentheBISAMPLErepositoryinofflinemode.

1. InthePhysicallayer,expandorcl.

2. RightclickConnectionPoolandselectImportMetadatatoopentheImportWizard.

3. IntheSelectMetadataTypesscreen,selectViewsandclickNext.

4. IntheSelectMetadataObjectsscreen,inthedatasourceview,expandBISAMPLE.

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5. Inthedatasourceview,selectthefollowingforimport:
SAMP_REVENUE_FA2
SAMP_TIME_QTR_D

6. ClicktheImportSelectedbuttontomovetheobjectstotheRepositoryView.

7. ExpandBISAMPLEintheRepositoryViewandconfirmthattheobjectsarevisible.

8. ClickFinishtoclosetheImportWizard.

9. ConfirmthattheobjectsarevisibleinthePhysicallayeroftherepository.

10. Createthefollowingaliases:
Table

Alias

SAMP_REVENUE_FA2

F2RevenueAggregate

SAMP_TIME_QTR_D

D1TimeQuarterGrain

11. RightclickF2RevenueAggregateandselectViewData.F2RevenueAggregatestoresaggregatedfact
informationforrevenueandunitsatthequarterandproductgrain.

12. RightclickD1TimeQuarterGrainandselectViewData.D1TimeQuarterGrainstorestimedataatthequarter
grain.ItstoresonerecordforeachquarterbeginningwithQ42006andendingwithQ42011.

13. UsethePhysicalDiagramtocreatethefollowingphysicaljoins:
"orcl".""."BISAMPLE"."D2Product"."PROD_KEY"="orcl".""."BISAMPLE"."F2RevenueAggregate"."PROD_KEY"
"orcl".""."BISAMPLE"."D1TimeQuarterGrain"."QTR_KEY"="orcl".""."BISAMPLE"."F2Revenue
Aggregate"."BILL_QTR_KEY"

CreateNewLogicalTableSources
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1. InthePhysicallayer,expandD1TimeQuarterGrain.

2. IntheBMMlayer,expandD1Time.

3. DragthefollowingcolumnsfromD1TimeQuarterGraintotheircorrespondingcolumnsinD1Time:Note:Make
suretodragthemtotheircorrespondingcolumns.
D1TimeQuarterGrain

D1Time

CAL_HALF

CalHalf

CAL_QTR

CalQtr

CAL_YEAR

CalYear

DAYS_IN_QTR

DaysinQtr

JULIAN_QTR_NUM

JulianQtrNum

PER_NAME_HALF

PerNameHalf

PER_NAME_QTR

PerNameQtr

PER_NAME_YEAR

PerNameYear

ThisactioncreatesanewlogicaltablesourcenamedD1TimeQuarterGrainforD1Time.

4. RenametheD1TimeQuarterGrainlogicaltablesourcetoLTS2TimeQuarterGrain.

5. DoubleclickLTS2TimeQuarterGraintoopentheLogicalTableSourcedialogbox.

6. OntheColumnMappingtabmakesureshowmappedcolumnsisselectedandnotethecolumnmappings.The
logicalcolumnsnowmaptocolumnsintwophysicaltables:D1TimeandD1TimeQuarterGrain.

7. ClickOKtoclosetheLogicalTableSourcedialogbox.

8. InthePhysicallayerexpandF2RevenueAggregate.

9. IntheBMMlayerexpandF1Revenue.

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10. DragthefollowingphysicalcolumnsfromF2RevenueAggregatetotheircorrespondinglogicalcolumnsinF1
Revenue:Note:Donotaddthemasnewcolumns.
F2RevenueAggregate

F1Revenue

UNITS

Units

REVENUE

Revenue

ThisactioncreatesanewlogicaltablesourcenamedF2RevenueAggregateforF1Revenue.

11. RenametheF2RevenueAggregatelogicaltablesourcetoLTS2RevenueAggregate.

12. DoubleclickLTS2RevenueAggregatetoopentheLogicalTableSourcedialogbox.

13. OntheColumnMappingstabmakesureshowmappedcolumnsisselectedandnotethecolumnmappings.The
RevenueandUnitslogicalcolumnsnowmaptocolumnsintwophysicaltables:F1RevenueandF2Revenue
Aggregate.

14. LeavetheLogicalTableSourceLTS2RevenueAggregatedialogboxopen.

SetAggregateContent
1. ClicktheContenttab.

2. Setthefollowinglogicallevelsforthelogicaldimensions:
LogicalDimension

LogicalLevel

H1Time

Quarter

H2Product

ProductTotal

H20Product

ProductTotal

H3Customer

CustomerTotal

H5SalesRep

Total

Explanation:Youaresettingaggregationcontentforthefacttabletothecorrespondinglevelsinthedimension
hierarchies.Inasubsequentstep,yousetsimilarlevelsfortheaggregatelogicaltablesourcefortheTime
dimension.NotethatalllevelsaresettothetotallevelexceptfortheH1Timelogicaldimension,whichissetto
Quarter.Theresultis,whenauserqueriesagainstaparticularlevel,OracleBIServerwillknowtoaccessthe
aggregatetablesinsteadofthedetailtables.
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Forexample,ifauserqueriesfortotalsalesbyproductbyquarter,theserverwillaccesstheF2Revenue
Aggregatefacttableandthecorrespondingaggregatedimensiontable,D1TimeQuarterGrain.Ifauserqueries
foralevellowerthanthelevelspecifiedhere,forexampleMonthinsteadofQuarter,thentheserverwillaccessthe
detailtables(F1RevenueandD1Time).Ifauserqueriesforhigherlevel(yearinsteadofquarter)theaggregate
tableswillbeused,becausewheneveraqueryisrunagainstalogicallevelorabove,theaggregatetablesare
used.

3. ClickOKtoclosetheLogicalTableSourcedialogbox.

4. DoubleclicktheLTS2TimeQuarterGrainlogicaltablesourcetoopentheLogicalTableSourcedialogbox.

5. OntheContenttab,setthelogicalleveltoQuarter.

6. ClickOKtoclosetheLogicalTableSourcedialogbox.

7. Savetherepositoryandcheckglobalconsistency.Fixanyerrorsorwarningsbeforeproceeding.

8. Closetherepository.LeavetheAdministrationToolopen.NotethatyoudidnotneedtochangethePresentation
layer.Youmadechangesinthebusinessmodelthatimpacthowqueriesareprocessedandwhichsourcesare
accessed.However,theuserinterfaceremainsthesame,sothereisnoneedtochangethePresentationlayer.
OracleBIServerwillautomaticallyusetheappropriatesourcesbasedontheuserquery.

TestYourWork
1. ReturntoFusionMiddlewareControlEnterpriseManagerandloadtheBISAMPLErepository.Ifyouneedhelp,
clickheretoreviewstepsfromearlierinthistutorial.

2. ReturntoOracleBI,whichshouldstillbeopen,andsignin.

3. Createthefollowinganalysistotesttheaggregatetables.
Time.PerNameQtr
BaseFacts.Revenue

4. ClickResults.
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5. LeaveOracleBIopen.

6. UseFMWControlortheAdministrationlinktocheckthequerylog.Ifyouneedhelp,clickheretoreviewsteps
fromearlierinthistutorial.

7. Inspectthelog.Noticethatthequeryusestheexpectedtables:D1TimeQuarterGrainandF2RevenueAggregate.

8. ReturntoOracleBI.

9. ClickNew>Analysis>SampleSales.

10. Createthefollowinganalysistotesttheaggregatetables.
Time.PerNameYear
BaseFacts.Revenue

11. ClickResults.

12. Checkthequerylog.Hint:IfyoucheckthelogusingFMWControl,clicktheRefreshbuttontorefreshthelog.

13. Inspectthelog.Noticethatthequeryusesthesametables:D1TimeQuarterGrainandF2RevenueAggregate.
ThisisbecausePerNameYearisatahigherlevelthanPerNameQuarterinthelogicaldimensionhierarchy,so
theaggregatetablesarestillused.

14. ReturntoOracleBI.

15. ClickNew>Analysis>SampleSales.

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16. Createonemoreanalysistotesttheaggregatetables.
Time.PerNameMonth
BaseFacts.Revenue

17. ClickResults.

18. Inspectthelog.Noticethatthistimethequeryusesthedetailtables:D1TimeandF1Revenue.Thisisbecausethe
requesteddata(revenuebymonth)isatalowerlevelthanwhatiscontainedintheaggregatetables.The
aggregatetablesdonotcontainthedataand,therefore,thedetailtablesareusedinthequery.Thisaggregate
navigationiscontrolledbytheaggregatecontentlevelsyousetinthelogicaltablesources.

19. SignoutofOracleBI.

UsingInitializationBlocksandVariables
Youcanusevariablesinarepositorytostreamlineadministrativetasksandmodifymetadatacontentdynamicallyto
adjusttoachangingdataenvironment.Avariablehasasinglevalueatanypointintime.Variablescanbeusedinstead
ofliteralsorconstantsintheExpressionBuilderintheAdministrationToolorinenduseranalyses.Atruntime,OracleBI
Serversubstitutesthevalueofthevariable.
Inthissetofstepsyoucreateanewinitializationblock,CurrentPeriods,andthreenewdynamicrepositoryvariables
CurrentYear,CurrentMonth,andCurrentDay.YouthenusethevariablesascolumnfiltersinanOracleBIanalysis.You
usetheVariableManagerintheAdministrationTooltodefinevariablesandinitializationblocks.
Tosetupanduseinitializationblocksandvariables,performthefollowingsteps:
CreateanInitializationBlock
CreateVariables
TestYourWork
CreateanInitializationBlock
CreateVariables
TestYourWork

CreateanInitializationBlock
1. OpentheBISAMPLErepositoryinofflinemode.

2. SelectManage>VariablestoopentheVariableManager.

3. SelectAction>New>Repository>InitializationBlock.
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4. NametheinitializationblockCurrentPeriods.

5. ClicktheEditDataSourcebuttontoopentheRepositoryVariableInitializationBlockDataSourcedialogbox.

6. ClicktheBrowsebuttontoopentheSelectConnectionPooldialogbox.

7. DoubleclicktheConnectionPoolobjecttoselectit.
Theconnectionpoolisadded.

8. EnterthefollowingSQLtodeterminethevalueofthecurrentday,month,andyearbyfindingthemaximumvalueof
theperiodkey(BILL_DAY_DT)inthefacttable:
SELECTCALENDAR_DATE,PER_NAME_MONTH,PER_NAME_YEARFROMBISAMPLE.SAMP_TIME_DAY_DWHERE
CALENDAR_DATE=(SELECTMAX(BILL_DAY_DT)FROMBISAMPLE.SAMP_REVENUE_F)

9. ClickTestandconfirmtheexpectedresultsarereturned.Inthisexample,theresultsaredeterminedbythedatain
thesampledatabaseusedforthistutorial,whichholdsdatathroughDecember2010.

10. ClosetheResultswindow.

11. ClickOKtoclosetheRepositoryVariableInitializationBlockDataSourcedialogbox.Checkyourwork:

CreateVariables
1. ClickEditDataTargettoopentheRepositoryVariableInitializationBlockVariableTargetdialogbox.

2. UsetheNewbuttontocreatethreenewvariables:CurrentDay,CurrentMonth,CurrentYear.Theorderis
important.ThevaluereturnedfromthefirstcolumnintheinitializationblockSQL,CALENDAR_DATE,isassigned
totheCurrentDayvariable.Thevalueofthesecondcolumn,PER_NAME_MONTH,isassignedtoCurrentMonth
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(thesecondvariable),andthevalueofthethirdcolumn,PER_NAME_YEAR,isassignedtoCurrentYear(thethird
variable).Ifnecessary,usetheUpandDownbuttonstoarrangethevariables.

3. ClickOKtoclosetheRepositoryVariableInitializationBlockVariableTargetdialogbox.

4. Leavethedefaultrefreshintervalsettoeveryhour.Thismeansthatthevariableswillbereinitializedeveryhour.

5. ClicktheTestbuttonandchecktheresults:
Inthisexample,theresultsaredeterminedbythedatainthesampledatabaseusedforthistutorial,whichholds
datathroughDecember2010.

6. ClosetheResultswindow.

7. ClickOKtoclosetheRepositoryVariableInitializationBlockdialogbox.

8. CheckyourworkintheVariableManager:

9. ClosetheVariableManager.

10. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeproceeding.

11. Closetherepository.LeavetheAdministrationToolopen.

TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.

2. ReturntoOracleBIandsignin.
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3. Createthefollowinganalysistotestthevariables.
Time.PerNameYear
Time.PerNameMonth
Time.CalendarDate
BaseFacts.Revenue

4. ClickFilterforthePerNameYearcolumn.TheNewFilterdialogboxopens.

5. SelectAddMoreOptions>RepositoryVariable.

6. IntheRepositoryVariablefield,enterCurrentYeartocreateafilterforthePerNameYearcolumnusingthe
CurrentYearrepositoryvariable.

7. ClickOKtoclosetheNewFilterdialogbox.ThefilterisaddedtotheFilterspane.

8. RepeatthestepstoaddtheCurrentMonthandCurrentDayrepositoryvariablesasfiltersforPerNameMonth
andCalendarDatecolumns,respectively.

9. ClickResultsandconfirmthatdataonlyforthecurrentyear,month,anddayisreturned(basedonthesampledata
set).

10. SignoutofOracleBI.

CreatingTimeSeriesMeasures
InthistopicyoucreatetimeseriescalculationmeasuresusingOracleBItimeseriesfunctions.
TimeseriesfunctionsincludeAGO,TODATE,andPERIODROLLING.ThesefunctionsletyouuseExpressionBuilderto
callalogicalfunctiontoperformtimeseriescalculationsinsteadofcreatingaliasesforphysicaltablesandmodeling
logically.ThetimeseriesfunctionscalculateAGO,TODATE,andPERIODROLLINGfunctionsbasedonthecalendar
tablesinyourdatawarehouse,notonstandardSQLdatemanipulationfunctions.
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Tocreatetimeseriesmeasures,youperformthefollowingsteps:
IdentifyaLogicalDimensionasaTimeDimension
IdentifyLevelKeysasChronologicalKeys
CreateaMeasureUsingtheAGOFunction
CreateaMeasureUsingtheTODATEFunction
CreateaMeasureUsingthePERIODROLLINGFunction
TestYourWork
IdentifyaLogicalDimensionasaTimeDimension
IdentifyLevelKeysasChronologicalKeys
CreateaMeasureUsingtheAGOFunction
CreateaMeasureUsingtheTODATEFunction
CreateaMeasureUsingthePERIODROLLINGFunction
TestYourWork

IdentifyaLogicalDimensionasaTimeDimension
1. ReturntotheAdministrationToolandopentheBISAMPLErepositoryinofflinemode.

2. IntheBMMlayer,doubleclicktheH1TimelogicaldimensiontoopentheLogicalDimensiondialogbox.

3. IntheStructuresection,selectTime.
Timeseriesfunctionsoperateontimeorienteddimensions.Tousethesefunctionsonaparticulardimension,you
mustdesignatethedimensionasaTimedimension.

4. ClickOKtoclosetheLogicalDimensiondialogbox.

IdentifyLevelKeysasChronologicalKeys
1. ExpandtheH1TimelogicaldimensionanddoubleclicktheTimeDetailleveltoopentheLogicalLeveldialog
box.

2. ClicktheKeystab.

3. SelecttheChronologicalKeycheckboxforCalendarDate.

4. ClickOKtoclosetheLogicalLeveldialogbox.
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5. Repeatandsetchronologicalkeysforthefollowinglevels:
LogicalLevel

ChronologicalKey

Year

PerNameYear

Half

PerNameHalf

Quarter

PerNameQtr

Month

PerNameMonth

Week

PerNameWeek

Itisbestpracticetodesignateachronologicalkeyforeverylevelofatimelogicaldimension.

CreateaMeasureUsingtheAGOFunction
1. RightclicktheF1RevenuelogicaltableandselectNewObject>LogicalColumn.

2. OntheGeneraltab,namethecolumnMonthAgoRevenue.

3. OntheColumnSourcetab,select"Derivedfromexistingcolumnsusinganexpression."

4. OpentheExpressionBuilder.

5. SelectFunctions>TimeSeriesFunctions>Ago.

6. DoubleclickAgoorclickInsertselecteditemtoaddtheAgofunctiontotheExpressionBuilder.

7. Click<<Measure>>intheexpression.

8. SelectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.

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9. Click<<Level>>intheexpression.

10. SelectTimeDimensions>H1TimeandthendoubleclickMonthtoaddittotheexpression.

11. Click<<NumberofPeriods>>andenter1.TheAgofunctionwillcalculatetheRevenuevalueonemonthbefore
thecurrentmonth.

12. ClickOKtoclosetheExpressionBuilder.CheckyourworkintheLogicalColumndialogbox:

13. ClickOKtoclosetheLogicalColumndialogbox.TheMonthAgoRevenuetimeseriesmeasureisaddedtotheF1
Revenuelogicaltable.

14. DragtheMonthAgoRevenuelogicalcolumntotheBaseFactspresentationfolder.

CreateaMeasureUsingtheTODATEFunction
1. RightclicktheF1RevenuelogicaltableandselectNewObject>LogicalColumn.

2. OntheGeneraltab,namethenewlogicalcolumnYearToDateRevenue.

3. OntheColumnSourcetab,select"Derivedfromexistingcolumnsusinganexpression."

4. OpentheExpressionBuilder.

5. SelectFunctions>TimeSeriesFunctionsanddoubleclickToDatetoinserttheexpression.

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6. Click<<Measure>>intheexpression.

7. SelectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.

8. Click<<Level>>intheexpression.

9. SelectTimeDimensions>H1TimeandthendoubleclickYeartoaddittotheexpression.

10. ClickOKtoclosetheExpressionBuilder.

11. CheckyourworkintheLogicalColumndialogbox:

12. ClickOKtoclosetheLogicalColumndialogbox.

13. DragtheYearToDateRevenuelogicalcolumntotheBaseFactspresentationfolder.

CreateaMeasureUsingthePERIODROLLINGFunction
1. RightclicktheF1RevenuelogicaltableandselectNewObject>LogicalColumn.

2. OntheGeneraltab,namethenewlogicalcolumnRevenue3PeriodRollingSum.

3. OntheColumnSourcetab,select"Derivedfromexistingcolumnsusinganexpression."

4. OpentheExpressionBuilder.
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5. SelectFunctions>TimeSeriesFunctionsanddoubleclickPeriodRollingtoinserttheexpression.

6. Click<<Measure>>intheexpression.

7. SelectLogicalTables>F1RevenueandthendoubleclickRevenuetoaddittotheexpression.

8. Click<<StartingPeriodOffset>>intheexpression.

9. Enter2.Thisidentifiesthefirstperiodintherollingaggregation.

10. Click<<EndingPeriodOffset>>.

11. Enter0.Thisidentifiesthelastperiodintherollingaggregation.
Theseintegersaretherelativenumberofperiodsfromadisplayedperiod.Inthisexample,ifthequerygrainis
month,the3monthrollingsumstartstwomonthsinthepast(2)andincludesthecurrentmonth(0).

12. ClickOKtoclosetheExpressionBuilder.

13. CheckyourworkintheLogicalColumndialogbox:

14. ClickOKtoclosetheLogicalColumndialogbox.

15. DragtheRevenue3PeriodRollingSumlogicalcolumntotheBaseFactspresentationfolder.

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16. Savetherepositoryandcheckconsistency.Fixanyerrorsorwarningsbeforeyouproceed.

17. Closetherepository.LeavetheAdministrationToolopen.

TestYourWork
1. ReturntoFusionMiddlewareControlandloadtheBISAMPLErepository.Ifyouneedhelp,clickheretoreview
stepsfromearlierinthistutorial.

2. ReturntoOracleBIandsignin.

3. CreatethefollowinganalysistotestAGOandTODATEfunctions:
Time.PerNameMonth
Time.PerNameYear
BaseFacts.Revenue
BaseFacts.MonthAgoRevenue
BaseFacts.YeartoDateRevenue

4. Setthefollowingfilterfortheanalysis:
PerNameYearisequalto/isin2008.

5. ForthePerNameYearcolumn,selectColumnProperties>ColumnFormat>Hide.ThiswillpreventPerName
Yearfromdisplayingintheanalysisresults.

6. SortPerNameMonthinascendingorder.

7. ClickResults.
MonthAgoRevenuedisplaysrevenuefromthepreviousmonth.YearToDateRevenuecalculatesarunningsum
ofrevenuefortheyearonamonthlybasis.

8. CreatethefollowingnewanalysisandfiltertotestthePERIODROLLINGfunctionatthemonthgrain:
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Time.PerNameMonth
Time.PerNameYear
BaseFacts.Revenue
BaseFacts.Revenue3PeriodRollingSum
PerNameYearisequalto/isin2008

9. ForthePerNameYearcolumn,selectColumnProperties>ColumnFormat>Hide.ThiswillpreventPerName
Yearfromdisplayingintheanalysisresults.

10. SortPerNameMonthinascendingorder.

11. ClickResults.
Revenue3PeriodRollingSumiscalculatedbasedonthemonthgrain.

12. CreatethefollowingnewanalysisandfiltertotestthePERIODROLLINGfunctionattheyeargrain:
Time.PerNameYear
BaseFacts.Revenue
BaseFacts.Revenue3PeriodRollingSum

13. SortPerNameYearinascendingorder.

14. ClickResults.
Revenue3PeriodRollingSumiscalculatedbasedontheyeargrain.AmeasurewiththePERIODROLLING
functioncalculatesresultsbasedonthequerygrain.

Summary
InthistutorialyoulearnedhowtobuildanOracleBImetadatarepositoryusingtheOracleBIAdministrationTool.You
learnedhowtoimportmetadatafromadatasource,simplifyandreorganizetheimportedmetadataintoabusiness
model,andthenstructurethebusinessmodelforpresentationtouserswhorequestbusinessintelligenceinformationvia
OracleBIuserinterfaces.
Inthistutorial,youhavelearnedhowto:
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BuildthethreelayersofaOracleBIrepository
TestandvalidateanOracleBIrepository
Managelogicaltablesources
Createsimplemeasuresandcalculationmeasures
Createlogicaldimensionswithlevelbasedhierarchies
Createlevelbasedmeasures
Createlogicaldimensionswithparentchildhierarchies
Createlogicaldimensionswithraggedandskippedlevelhierarchies
Useaggregatestoimprovequeryperformance
Useinitializationblocksandvariables
Createtimeseriesmeasures

Resources
OracleLearningLibraryHome
OracleBusinessIntelligenceDocumentation
OracleUniversity
Credits
LeadCurriculumDeveloper:JimSarokin

Copyright2011,Oracleand/oritsaffiliates.Allrightsreserved

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