Project Design Guide

Version: 8.1.1
Document Number: 09330811

Fourth Edition, September 2007, version 8.1.1
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CONTENTS
Description of Guide ................................................................ xiii About this book .............................................................................xv How to find business scenarios and examples .......................xv Prerequisites .......................................................................... xvi Who should use this guide..................................................... xvi Resources.................................................................................... xvi Documentation....................................................................... xvi Education ............................................................................. xxiii Consulting ............................................................................ xxiii International support ............................................................ xxiii Technical Support ................................................................. xxv Feedback .................................................................................... xxx

1. BI Architecture and the MicroStrategy Platform

Introduction.................................................................................. 1 Business intelligence architecture ................................................. 2 Source systems for data collection .......................................... 3 Extraction, transformation, and loading process...................... 4 Data warehouse for data storage and relational design .......... 5 The MicroStrategy platform ........................................................... 7 MicroStrategy metadata........................................................... 8 MicroStrategy Intelligence Server .......................................... 11 MicroStrategy Desktop........................................................... 11 MicroStrategy Web and Web Universal ................................. 13 MicroStrategy project ............................................................. 14 The project design process.......................................................... 15

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Project Design Guide

2. The Logical Data Model

Introduction................................................................................ 17 Facts: Business data and measurements.................................... 21 Attributes: Context for your levels of data.................................... 22 Attribute elements: Data level values..................................... 23 Attribute relationships ............................................................ 24 Hierarchies: Data relationship organization ................................. 25 Sample data model...................................................................... 26 Building a logical data model ....................................................... 26 User requirements ................................................................. 27 Existing source systems ........................................................ 28 Converting source data to analytical data.............................. 28 Logical data modeling conventions.............................................. 33 Unique identifiers ................................................................... 34 Cardinalities and ratios .......................................................... 35 Attribute forms ....................................................................... 36

3. Warehouse Structure for Your Logical Data Model

Introduction................................................................................ 39 Columns: Data identifiers and values .......................................... 41 Tables: Physical groupings of related data.................................. 41 Uniquely identifying data in tables with key structures........... 42 Lookup tables: Attribute storage ............................................ 43 Relate tables: A unique case for relating attributes ............... 45 Fact tables: Fact data and levels of aggregation ................... 46 Homogeneous versus heterogeneous column naming.......... 49 Schema types: Data retrieval performance versus redundant storage......................................................................................... 51 Highly normalized schema: Minimal storage space............... 52 Moderately normalized schema: Balanced storage space and query performance.......................................................... 54 Highly denormalized schema: Enhanced query performance........................................................................... 56 Design trade-offs ......................................................................... 59 Schema type comparisons .......................................................... 60

4. Creating and Configuring a Project

Introduction................................................................................ 63 Project connectivity components ................................................. 64 MicroStrategy metadata......................................................... 64 Metadata shell ....................................................................... 65 Project source ........................................................................ 65

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Database instance ................................................................. 67 Project.................................................................................... 67 Summary of project connectivity ............................................ 68 Creating a project ........................................................................ 68 Creating the metadata repository ................................................ 71 Connecting to the metadata repository and data source ............. 71 Connecting to the metadata repository .................................. 72 Connecting to a data source .................................................. 72 Creating the project ..................................................................... 73 Creating a test or prototype project using Project Builder...... 74 Creating a production project using Project Creation Assistant ................................................................................ 75 Creating facts and attributes........................................................ 82 Configuring additional schema-level settings .............................. 83 Deploying your project and creating reports ................................ 84

5. The Building Blocks of Introduction................................................................................ 85 Business Data: Facts Creating facts............................................................................... 87 Simultaneously creating multiple, simple facts ...................... 88 Creating and modifying simple and advanced facts .............. 91 The structure of facts ................................................................... 96 How facts are defined ................................................................. 97 Mapping physical columns to facts: Fact expressions ........... 98 Fact column names and data types: Column aliases ................ 105 Modifying the levels at which facts are reported: Level extensions.................................................................................. 107 Defining a join on fact tables using table relations............... 110 Defining a join on fact tables using fact relations................. 114 Forcing facts to relate to attributes: Using cross product joins ........................................................................ 116 Lowering the level of fact data: Fact degradations .............. 118 Disallowing the reporting of a fact at a certain level............. 122

6. The Context of Your Business Data: Attributes

Introduction.............................................................................. 125 Creating attributes ..................................................................... 129 Simultaneously creating multiple attributes.......................... 129 Adding and modifying attributes .......................................... 134 Unique sets of attribute information: Attribute elements ............ 140

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Column data descriptions and identifiers: Attribute forms ......... 143 Attribute form properties ...................................................... 146 Attribute form expressions ................................................... 147 Modifying attribute data types: Column aliases ................... 156 Attribute forms versus separate attributes ........................... 158 Attribute relationships ................................................................ 159 Viewing and editing the parents and children of attributes .............................................................................. 161 Supporting many-to-many and joint child relationships ....... 163 Attributes that use the same lookup table: Attribute roles ......... 175 Specifying attribute roles ..................................................... 177 Attributes with more than one ID column: Compound attributes .................................................................................... 183 Example: Creating compound attributes.............................. 184 Collections of attribute forms: Form groups............................... 186 Supporting compound attributes .......................................... 187 Displaying and organizing related forms.............................. 188 Using attributes to browse and report on data........................... 189 Setting how attribute forms are displayed by default ........... 191

7. Creating Hierarchies to Organize and Browse Attributes

Introduction.............................................................................. 193 Creating user hierarchies........................................................... 194 Types of hierarchies .................................................................. 196 System hierarchy: Project schema definition ....................... 197 User hierarchies: Logical business relationships ................. 197 Hierarchy organization............................................................... 198 Hierarchy structure............................................................... 199 Viewing hierarchies: Hierarchy Viewer ................................ 200 Configuring hierarchy display options........................................ 200 Controlling the display of attribute elements ........................ 201 Filtering attributes in a hierarchy.......................................... 203 Entry point............................................................................ 205 Hierarchy browsing .............................................................. 206 Using the Hierarchy Viewer and Table Viewer .......................... 211 Using the Hierarchy Viewer ................................................. 211 Using the Table Viewer........................................................ 213

8. Optimizing and Maintaining Your Project viii

Introduction.............................................................................. 215 Updating your MicroStrategy project schema............................ 216

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Data warehouse and project interaction: Warehouse Catalog ...................................................................................... 218 What should I know before I use the Warehouse Catalog? .............................................................................. 219 Accessing the Warehouse Catalog...................................... 219 Adding and removing tables for a project ............................ 220 Managing warehouse and project tables ............................. 221 Modifying data warehouse connection and operation defaults ................................................................................ 226 Customizing catalog SQL statements.................................. 233 Troubleshooting table and column messages ..................... 239 Using summary tables to store data: Aggregate tables ............. 241 When to use aggregate tables............................................. 242 Determining the frequency of queries at a specific level...... 246 Considering any related parent-child relationships .............. 246 Compression ratio................................................................ 247 Creating aggregate tables ................................................... 248 The size of tables in a project: Logical table size................. 249 Dividing tables to increase performance: Partition mapping...... 250 Server versus application partitioning .................................. 250 Metadata partition mapping ................................................. 251 Warehouse partition mapping .............................................. 254 Metadata versus warehouse partition mapping ................... 255

9. Creating Transformations to Define Time-Based and Other Comparisons

Introduction.............................................................................. 257 Creating transformations ........................................................... 258 Expression-based versus table-based transformations ....... 259 Building a table-based transformation ................................. 260 Building an expression-based transformation...................... 261 Transformation components ...................................................... 263 Transformation metrics and joint child attributes ....................... 265

A. MicroStrategy Tutorial Introduction.............................................................................. 267 What is the MicroStrategy Tutorial?........................................... 267 MicroStrategy Tutorial data model............................................. 271 Geography hierarchy ........................................................... 272 Products hierarchy ............................................................... 274 Customers hierarchy............................................................ 276 Time hierarchy ..................................................................... 277 Promotions hierarchy ........................................................... 278

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.................................................................. 343 Importing OLAP cubes............... 287 Sales fact tables ................ 334 Connecting to Analysis Services 2000 servers............................................................. 344 Mapping OLAP cubes ......................... Inc..................................................................... 302 Supporting SAP BW variables .......... 285 Time schema .......... 283 Products schema ........................................ 294 Authentication ................. 311 Relating objects from Analysis Services 2000 to MicroStrategy................................................ 322 Connecting to SAP BW servers............................................. 334 Configuring the XMLA Provider .......................... 287 Inventory fact tables....................................... 292 Understanding MicroStrategy architecture.................... 288 Miscellaneous fact tables..................... 337 Configuring the XMLA Provider .......... Connecting to OLAP Cube Sources Introduction.................. 327 Connecting to SAP BW servers on Windows ................................................. 328 Connecting to SAP BW servers on UNIX and Linux............ 311 Relating objects from Essbase to MicroStrategy ......................... 341 Integrating OLAP cubes into MicroStrategy........... ................................................................................... 297 Understanding the SAP BW terminology ....................... 298 Relating objects from SAP BW to MicroStrategy ..........................................................................Contents Project Design Guide MicroStrategy Tutorial schema .............................................................. 330 Connecting to Essbase servers ........................................................................................................................................................................... 317 Relating objects from Analysis Services 2005 to MicroStrategy........... 286 Promotions schema .......................................................................................................................................................... 340 Configuring the XMLA Provider ............................................................................................. 338 Connecting to Analysis Services 2005 servers..................................... 284 Customers schema . 291 MicroStrategy integration with OLAP cube sources ... 288 B......... 349 Creating metrics from OLAP cube data with MDX and compound metric techniques ............................................................. 280 Geography schema .................... 308 SAP BW structures ....................................................................................................................... 359 x © 2007 MicroStrategy.....................

....... 389 Business case 5: Outer joins between attribute lookup tables........................ 376 Business case 2: Attribute form expression across multiple tables .................................................................................................. 378 Business case 4: One-to-many transformation tables ......... 403 Index . 369 Logical tables................................................................... 395 MicroStrategy data types ......................................... 370 How should I use logical tables? .Project Design Guide Contents C........................................... 373 Using SQL for logical views .................... 395 Mapping of external data types to MicroStrategy data types.............................................................................. 398 Data type and format type compatibility....................... 397 Format types........................... Data Types Introduction........................................................................... Logical Tables Introduction............................................................................................... 401 Glossary ................................... 375 Logical view examples................ Inc........................ xi ......................................................................................... 371 Creating logical tables ......... 390 D......................................................... 427 © 2007 MicroStrategy............................................................................................................... 399 Big Decimal............................ 377 Business case 3: Slowly changing dimensions............................................................................................... 400 Using the Big Decimal data type............................................. 376 Business case 1: Distinct attribute lookup table.....

Inc.Contents Project Design Guide xii © 2007 MicroStrategy. .

provides a brief introduction to business intelligence architecture and some of the main components within the MicroStrategy platform. Chapter 2. Chapter 4. Inc. xiii . BI Architecture and the MicroStrategy Platform. including the following: • Chapter 1. describes the major components involved in project creation and guides you through the process of creating a project in MicroStrategy. explores logical data modeling and how it can help you identify the different elements within your business data and plan your project. and modifying a project in MicroStrategy and covers a wide range of project-related topics. • • • © 2007 MicroStrategy. Warehouse Structure for Your Logical Data Model. describes components of the physical warehouse schema such as columns and tables and explores how you can map components from the logical data model to components in the database to form the physical warehouse schema. Chapter 3.PREFACE Description of Guide The MicroStrategy Project Design Guide provides comprehensive information on planning. creating. The Logical Data Model. Creating and Configuring a Project.

Chapter 6. Creating Transformations to Define Time-Based and Other Comparisons. discusses the different types of transformations in MicroStrategy and describes how you can create transformations in your project. which includes a metadata and warehouse. Inc. This chapter also covers all the steps necessary to create attributes for your project. provides information on the MicroStrategy Tutorial project. • • xiv © 2007 MicroStrategy. Connecting to OLAP Cube Sources. Logical Tables. Appendix C. and how to create logical tables and views in MicroStrategy. and a set of demonstration applications designed to illustrate the features of the MicroStrategy platform. or Hyperion® Essbase® for use within MicroStrategy. provides information about connecting to an OLAP Cube source such as SAP® BW. provides a conceptual look at the structure of attributes and explores different types of attributes and how they relate to your business data. • • • • The appendixes contain the following additional reference information. which you may or may not require depending on your specific needs: • Appendix A. Chapter 9. describes methods you can implement to better optimize and maintain your project for both the short and long term. discusses logical tables. the different types of logical tables. Chapter 7. Optimizing and Maintaining Your Project. Appendix B. and explains how you can create user hierarchies to help organize and enhance your project. . Chapter 8. The Building Blocks of Business Data: Facts. MicroStrategy Tutorial. Creating Hierarchies to Organize and Browse Attributes. describes the structure of facts and explores different types of facts and how they relate to your business data.Preface Project Design Guide • Chapter 5. Microsoft® Analysis Services. The Context of Your Business Data: Attributes. This chapter also covers all the steps necessary to create facts for your project. discusses the different types of hierarchies in MicroStrategy.

provides information about the different data types in MicroStrategy. Example analysis includes such business areas as financial reporting. and project. The following sections provide the location of additional examples. metadata. and describe the user roles the information in this book was designed for. Inc.Project Design Guide Preface • Appendix D. How to find business scenarios and examples Within this guide. Data Types. which are a set of sample analytics. About this book xv . many of the concepts discussed are accompanied by business scenarios or other descriptive examples. The Analytics Modules are part of a product bundle called the MicroStrategy Business Intelligence Developer Kit (BIDK). Business scenarios can be found in the Analytics Modules. For examples of reporting functionality. Detailed examples of advanced reporting functionality can be found in the MicroStrategy Advanced Reporting Guide. see the MicroStrategy Tutorial. About this book This book is divided into chapters that begin with a brief overview of the chapter’s content. and customer analysis. each from a different business area. Information about the MicroStrategy Tutorial can be found in the MicroStrategy Basic Reporting Guide. © 2007 MicroStrategy. list prerequisites for using this book. which is MicroStrategy’s sample warehouse. Each module comes with a sample data model and a collection of packaged reports that allow dozens of analytical variations. human resources.

and modify a MicroStrategy project using the MicroStrategy platform. In short.Preface Project Design Guide Prerequisites Before working with this document. you should be familiar with: • • the information provided in the MicroStrategy Installation and Configuration Guide the nature and structure of the data you want to use for your business intelligence application Who should use this guide This document is designed for all users who require an understanding of how to design. Inc. Manuals: MicroStrategy manuals provide • • • introductory information concepts checklists xvi Resources © 2007 MicroStrategy. create. the following business intelligence application users should read this guide: • • Project Designers Database Administrators Resources Documentation MicroStrategy provides both manuals and online help. . as described below. these two information sources provide different types of information.

Inc. as well as basic maintenance guidelines. Resources xvii . configuring. and additional resources.adobe. and HP platforms.Project Design Guide Preface • • examples high-level procedures to get started Online help: MicroStrategy online help provides • • detailed steps to perform procedures descriptions of each option on every software screen Manuals The following manuals are available from your CD-ROM or the machine where MicroStrategy was installed. The procedure to access them is below. If you do not have Acrobat Reader installed on your computer. • MicroStrategy Quick Start Guide Overview of the installation and evaluation process. MicroStrategy Overview • Introduction to MicroStrategy: Evaluation Guide Instructions for installing. and Analysis Products • MicroStrategy Installation and Configuration Guide Information to install and configure MicroStrategy products on Windows. © 2007 MicroStrategy. • MicroStrategy Upgrade Guide Instructions to upgrade existing MicroStrategy products. Adobe Acrobat Reader 4.com. Linux. and using the MicroStrategy Evaluation Edition of the software. UNIX.0 or higher is required to view these documents. you can download it from www. Reporting. Manuals for Query.

and project optimization. filters. • MicroStrategy Report Services Document Creation Guide Instructions to design and create Report Services documents. Inc. Query Builder reports. . Word. and perform other business tasks with MicroStrategy reports and documents on a mobile device. Covers installation and configuration of MicroStrategy Mobile and how a designer working in MicroStrategy xviii Resources © 2007 MicroStrategy. and prompts. • MicroStrategy Basic Reporting Guide Instructions to get started with MicroStrategy Desktop and MicroStrategy Web. and how to analyze data in a report. maintain. custom groups. and prompts.Preface Project Design Guide • MicroStrategy System Administration Guide Concepts and high-level steps to implement. metrics. OLAP Cube reports. hierarchies. and Outlook. attributes. advanced schemas. filters. PowerPoint®. • MicroStrategy Advanced Reporting Guide Instructions for advanced topics in the MicroStrategy system. metrics. building on information in the Basic Reporting Guide. • MicroStrategy Project Design Guide Information to create and modify MicroStrategy projects. deploy. transformations. to analyze. format. Topics include reports. consolidations. and troubleshoot a MicroStrategy business intelligence system. Data Mining Services. • MicroStrategy Mobile User Guide Instructions for using MicroStrategy Mobile to view and analyze data. and understand facts. • MicroStrategy Office User Guide Instructions for using MicroStrategy Office to work with MicroStrategy reports and documents in Microsoft® Excel. building on information in the Basic Reporting Guide and Advanced Reporting Guide. Freeform SQL reports. tune. and distribute business data. Includes the basics for creating reports.

configure. and troubleshoot MicroStrategy Web Services. tune. • MicroStrategy Narrowcast Server System Administrator Guide Concepts and high-level steps to implement. Manuals for Information Delivery and Alerting Products • MicroStrategy Narrowcast Server Getting Started Guide Instructions to work with the tutorial to learn Narrowcast Server interfaces and features. filters. • MicroStrategy Functions Reference Function syntax and formula components. tune.Project Design Guide Preface Desktop or MicroStrategy Web can create effective reports and documents for use with MicroStrategy Mobile. © 2007 MicroStrategy. Resources xix . • MicroStrategy Narrowcast Server Upgrade Guide Instructions to upgrade an existing Narrowcast Server. Inc. instructions to use functions in metrics. • MicroStrategy Narrowcast Server Application Designer Guide Fundamentals of designing Narrowcast Server applications. attribute forms. and troubleshoot Narrowcast Server. examples of functions in business scenarios. • MicroStrategy Web Services Administration Guide Concepts and tasks to install. maintain. • MicroStrategy Narrowcast Server Installation and Configuration Guide Information to install and configure Narrowcast Server.

Preface Project Design Guide Manuals for Analytics Modules • • • • • • Business Intelligence Developer Kit (BIDK) Installation and Porting Guide Customer Analysis Module Reference Sales Force Analysis Module Reference Financial Reporting Analysis Module Reference Sales and Distribution Analysis Module Reference Human Resources Analysis Module Reference Software Development Kits • MicroStrategy Developer Library (MSDL) Information to understand the MicroStrategy SDK. . Documents the Narrowcast Server Delivery Engine and Subscription Portal APIs. and the Narrowcast Server SPI. which is sold as part of the MicroStrategy SDK. and so on. then Product Manuals. A Web page opens with a list of available manuals in PDF format. • MicroStrategy Web SDK The Web SDK is available in the MicroStrategy Developer Library. xx Resources © 2007 MicroStrategy. object models. To access installed online documentation 1 From the Windows Start menu. 2 Click the link for the desired manual. and embed Narrowcast Server functionality within other applications. MicroStrategy. choose Programs. including details about architecture. • Narrowcast Server SDK Guide Instructions to customize Narrowcast Server functionality. code samples. integrate Narrowcast Server with other systems. customization scenarios. Inc.

the File Download dialog box opens. When you select one of these guides. Help menu: Select Contents and Index to see the main table of contents for the help system. and click OK. Online help MicroStrategy provides several ways to access online help: • • • Help button: Use the Help button at the bottom of most software screens to see context-sensitive help. © 2007 MicroStrategy.Project Design Guide Preface 3 Some documentation is provided in HTML help format. Select Open this file from its current location. F1 key: Press F1 to see context-sensitive help addressing the function or task you are currently performing. Inc. Resources xxi . click the Bookmarks and Page from the View menu. If bookmarks are not visible on the left side of an Acrobat (PDF) document.

check boxes. Inc. + A keyboard command that calls for the use of more than one key (for example. indicates variable information to be replaced by the user Example: The aggregation level is the level of calculation for the metric. italic • new terms defined within the text and in the glossary • names of other product manuals • when part of a command syntax. UPPERCASE • keyboard command key (such as ENTER) • shortcut key (such as CTRL+V) Example: To bold the selected text. xxii Resources © 2007 MicroStrategy. options. A warning icon alerts you to important information such as potential security risks.Preface Project Design Guide Documentation standards MicroStrategy online help and PDF manuals (available both online and in printed format) provides standards to help you identify concepts and procedures. The following table lists these conventions. SHIFT+F1) A note icon indicates helpful information for specific situations. and menus that are the focus of actions or part of a list of such GUI elements and their definitions • text to be entered by the user Example: Click Select Warehouse. press CTRL+B.scp and press ENTER. dialog boxes. . Example: Type copy c:\filename d:\foldername\filename Courier font • • • • • • calculations code samples registry keys path and file names URLs messages displayed in the screen Example: Sum(revenue)/number of months. Type bold Indicates • button names. Example: Type cmdmgr -f scriptfile. lists. these should be read before continuing.

Many customers and partners from over 800 different organizations have benefited from MicroStrategy instruction. Support for a locale typically includes native database and operating system support. and statistics databases MicroStrategy Intelligence Server MicroStrategy Web server MicroStrategy Desktop client Web browser © 2007 MicroStrategy.Project Design Guide Preface Education MicroStrategy Education Services provides a comprehensive curriculum and highly skilled education consultants.com/Education. performance and tuning.microstrategy.com/Consulting. and more. metadata. The level of support is defined in terms of the components of a MicroStrategy business intelligence environment. A MicroStrategy business intelligence environment consists of the following components. collectively known as a configuration: • • • • • warehouse. Resources xxiii . For a detailed description of education offerings and course curriculums. currency symbols. and more. visit www. Consulting MicroStrategy Consulting Services provides proven methods for delivering leading-edge technology solutions. decimal formats. It also includes the availability of translated interfaces and documentation.microstrategy. Offerings include complex security architecture designs. Inc. strategic planning. International support MicroStrategy supports several locales. support for date formats. For a detailed description of consulting offerings. project and testing strategies and recommendations. visit www.

Spanish. The following table lists the language selection possibilities for different installation cases. Installation Fresh installation on a system in which MicroStrategy application has never been installed before Result The MicroStrategy Installation Wizard prompts you to select the language from the drop-down list. . Portuguese (Brazilian).3 is the language of display of the installation routine and the user language of the product interface.2. Once the product is installed. the Online Help is displayed in the same language that the user selects in the language prompt of the installation routine. German. Repair or maintenance installation on a system on which MicroStrategy application has been installed before All subsequent executions of the installation routine are displayed in the language that you selected the first time you installed the product on the system. French. translated versions of the online help files and product documentation are available in several of the above languages. Upgrading an earlier installation from version 7. Please contact MicroStrategy Technical Support for more details.3 The user language preference that was set previously in version 7. Korean. Inc.2. xxiv Resources © 2007 MicroStrategy. Chinese (simplified) and Swedish. In addition.Preface Project Design Guide MicroStrategy is certified in homogeneous configurations (where all the components lie in the same locale) in the following languages: English (US). The user language in the product interface is the language that you select during installation. The user language in the product interface is also the language that you selected the first time you installed the product on the system. Italian. A translated user interface is available in each of the above languages. MicroStrategy also provides limited support for heterogeneous configurations (where some of the components may lie in different locales). Japanese.

However. During installation. Completely uninstalling all the MicroStrategy products and installing the same version or a newer version If you uninstall all the products and install either the same version or a higher version again. the MicroStrategy Installation Wizard prompts you to select the language from the drop-down list. Inc.Project Design Guide Preface Installation Upgrading an earlier installation from version 7. the installation Online Help is displayed in English only.com/support/ k_base/index.1. Resources xxv . Paths to access each are described above. The installation routine is displayed in the selected language. Note: Even if you select a language from the language prompt in the installation routine. the user language of the product interface language remains the same as the one set in the product interface before running the upgrade installation. 2 Consult the MicroStrategy Knowledge Base online at http://www.microstrategy. it has no effect on the default language of the product interfaces. online help. and release notes. are displayed in the language that you selected during the upgrade installation.2. Technical Support If you have questions about a specific MicroStrategy product. readme files.2 or earlier. unless overridden by the command line parameter. including 7. you should: 1 Consult the product guides.x Result The MicroStrategy Installation Wizard prompts you to select the language from the drop-down list.asp © 2007 MicroStrategy. all subsequent executions of the installation routine for maintenance or for upgrade. Besides.

com/Support/ Expiration. MicroStrategy Technical Support may be contacted by your company’s Support Liaison.Preface Project Design Guide A technical administrator in your organization may be able to help you resolve your issues immediately. 2 Verify that the system is using a currently supported version of MicroStrategy software by checking the Product Support Expiration Schedule at http://www. 3 If the resources listed in the steps above do not provide you with a solution. Ensure issues are resolved quickly Before logging a case with MicroStrategy Technical Support. A Support Liaison is a person whom your company has designated as a point-of-contact with MicroStrategy’s support personnel. 3 Attempt to reproduce the issue and determine whether it occurs consistently.microstrategy. To ensure the most effective and productive relationship with MicroStrategy Technical Support. Inc.microstrategy. review the Policies and Procedures document posted at http://www. . contact MicroStrategy Technical Support directly. Your company may request to change their Support Liaisons two times per year with prior written notice to MicroStrategy Technical Support. Your company may designate two employees to serve as their Support Liaisons. xxvi Resources © 2007 MicroStrategy. All customer inquiries and case communications must come through these named individuals.asp. Refer to the terms of your purchase agreement to determine the type of support available to you. 4 Minimize the complexity of the system or project object definition to isolate the cause.com/ Support/Policies. the Support Liaison may follow the steps below to ensure that issues are resolved quickly: 1 Verify that the issue is with MicroStrategy software and not a third party software.

The table on the following page shows where. when. send e-mail or fax. and Africa (EMEA) © 2007 MicroStrategy.–6:00 P. they can leave a voicemail message.microstrategy. or log a case using the Online Support Interface.com Web: https://support.microstrategy. Monday-Friday except holidays Europe. If your Support Liaison is unable to reach MicroStrategy Technical Support by phone during the hours of operation.M.com Web: https://support. 6 Discuss the issue with other users by posting a question about the issue on the MicroStrategy Customer Forum at https://forums. North America E-mail: support@microstrategy.com Fax: (703) 842–8709 Phone: (703) 848–8700 Hours: 9:00 A. and how to contact MicroStrategy Technical Support.–6:00 P. Inc.com Fax: +44 (0) 208 396 0001 The European Technical Support Centre is closed on certain public holidays.microstrategy. GMT.Project Design Guide Preface 5 Determine whether the issue occurs on a local machine or on multiple machines in the customer environment.M. Phone: • United Kingdom: +44 (0) 208 396 0085 • Benelux: +31 20 346 9210 • Finland: +35 8 9 6937 9620 • France: +33 1 41 91 86 49 • Germany: +49 69 95096206 • Ireland: +35 3 1242 1522 • Italy: +39 02696 33 456 • Spain: +34 91 406 90 10 • International distributors: +44 (0) 208 396 0080 Hours: • United Kingdom: 9:00 A.M.com.M. These holidays reflect the national public holidays in each country.M. Resources xxvii .–7:00 P.M. the Middle East. Monday–Friday except holidays E-mail: eurosupp@microstrategy. CET. Eastern Time (1400–0000 GMT). Monday-Friday except holidays • Mainland Europe: 9:00 A.

these holidays reflect many U.–6:00 P.M. Monday–Friday except holidays Latin America Support Liaisons should contact the Technical Support Center from which they obtained their MicroStrategy software licenses or the Technical Support Center to which they have been designated. Although not a requirement. China.M.–7:00 P. This can eliminate security conflicts and improve case resolution time. Inc. JST (Tokyo). Monday-Friday except holidays E-mail: latamsupport@microstrategy. these holidays reflect the national public holidays in each country. Required information when calling When contacting MicroStrategy Technical Support. Pakistan.8969 • Japan (supporting Japan. . Taiwan.com Fax: +81 3 5456 5464 Phone: • Korea: +82 2 560 6565 • Singapore (supporting Singapore. Asia Pacific.Preface Project Design Guide Asia Pacific E-mail: apsupport@microstrategy.com Web: https://support.com Fax: +55 11 3044 4088 Phone: LATAM (except Argentina): +55 11 3054 1010 Argentina: 0 800 444 MSTR Hours: 9:00 A.6303. During the course of troubleshooting and researching issues. India. In Europe. New Zealand.M. national holidays.com Web: https://support.M. or that assume that the designated Support Liaison has a security level that permits them to fully manipulate the MicroStrategy projects and has access to potentially sensitive project data such as security filter definitions. Malaysia. Hong Kong. and Latin America. In North America. and all other Asia Pacific countries not listed in this section): +81 3 3511 6720 Hours: 9:00 A. The individual Technical Support Centers are closed on certain public holidays. please provide the following information: • xxviii Resources Personal information: © 2007 MicroStrategy. we recommend you designate Support Liaisons who have permissions to be MicroStrategy project administrators. BST (Sao Paulo). MicroStrategy Technical Support personnel may make recommendations that require administrative privileges on the MicroStrategy projects.microstrategy.microstrategy. Australia. and Sri Lanka): +65.S.

error messages(s). Resources • • xxix . e-mail addresses) • Case details: Configuration information.Project Design Guide Preface Name (first and last) Company and customer site (if different from company) Contact information (phone and fax numbers. they should also be prepared to provide the following: • • • • street address phone number fax number e-mail address To help the Technical Support representative work to resolve the problem promptly and effectively. and be ready to provide it when inquiring about an existing case software version and product registration numbers of the MicroStrategy software products you are using case description: What causes the condition to occur? Does the condition occur sporadically or each time a certain action is performed? Does the condition occur on all machines or just on one? © 2007 MicroStrategy. and steps taken to troubleshoot the case thus far • Business/system impact If this is the Support Liaison’s first call. be prepared to provide the following additional information: • case number: Please keep a record of the number assigned to each case logged with MicroStrategy Technical Support. including MicroStrategy software product(s) and versions Full description of the case including symptoms. Inc.

not all items listed below may be necessary): computer hardware specifications (processor speed.Preface Project Design Guide When did the condition first occur? What events took place immediately prior to the first occurrence of the condition (for example. the Support Liaison and the MicroStrategy Technical Support representative should agree on certain action items to be performed. The Support Liaison may call MicroStrategy Technical Support at any time to inquire about the status of the issue. . or a software upgrade)? If there was an error message. and so on) network protocol used ODBC driver manufacturer and version database gateway software version (for MicroStrategy Web-related problems) browser manufacturer and version (for MicroStrategy Web-related problems) Web server manufacturer and version If the issue requires additional investigation or testing. what was its exact wording? What steps have you taken to isolate and resolve the issue? What were the results? • system configuration (the information needed depends on the nature of the problem. a major database load. disk space. If the Technical Support representative is responsible for an action item. The Support Liaison should perform any agreed-upon actions before contacting MicroStrategy Technical Support again regarding the issue. Inc. a database move. RAM. Feedback Please send any comments or suggestions about user documentation for MicroStrategy products to: xxx Feedback © 2007 MicroStrategy.

Feedback xxxi . © 2007 MicroStrategy.Project Design Guide Preface documentationfeedback@microstrategy.com When you provide feedback to us. Inc. please include the name and version of the products you are currently using.com Send suggestions for product enhancements to: support@microstrategy. Your feedback is important to us as we prepare for future releases.

Inc. .Preface Project Design Guide xxxii Feedback © 2007 MicroStrategy.

1 . it is important to understand how business intelligence systems work and.1 1. how the MicroStrategy platform interacts with your business data to provide a wide range of functionality. BI ARCHITECTURE AND THE MICROSTRATEGY PLATFORM Introduction Before planning and creating a project in MicroStrategy. An optimum business intelligence application: • • • Gives users access to data at various levels of detail Allows users to request information and have it delivered to them accurately and quickly Provides a foundation for the proactive delivery of information to system subscribers © 2007 MicroStrategy. Business intelligence (BI) systems facilitate the analysis of volumes of complex data by providing the ability to view data from multiple perspectives. Inc. specifically.

For more information on how MicroStrategy can access your data sources.1 BI Architecture and the MicroStrategy Platform Project Design Guide This chapter introduces you to the basic architecture of BI systems. Inc. as well as some of the components within the MicroStrategy platform that allow you to create and analyze your business intelligence. see Data warehouse for data storage and relational design. SAP BW. transformation. Hyperion Essbase. Business intelligence architecture A BI architecture has the following components: • A source system—typically an online transaction processing (OLTP) system. but other systems or files that capture or hold data of interest are also possible An extraction. page 5. . and loading (ETL) process A data warehouse—typically an online analytical processing (OLAP) system A business intelligence platform such as MicroStrategy • • • The diagram above illustrates the common setup for standardizing data from source systems and transferring that data into MicroStrategy. and other data sources. Excel files. Microsoft Analysis Services. 2 Business intelligence architecture © 2007 MicroStrategy. MicroStrategy can also access data from text files.

e-commerce. © 2007 MicroStrategy. deposits. website usage. • • • Recall the example of a bank that relies on several source systems to store data related to the many services the bank offers. page 5. Data formats are not necessarily uniform across systems. For example. Each of these business services has a different and specific workflow. including health care. Transactional processing involves the simple recording of transactions and other business data such as sales. and order processing. a different source system—another file on the server—keeps track of each customer’s contact information. For more information on data warehouse design. An example of data that benefits from this type of optimization is the number of credit card transactions that an OLTP system might record in a single day. Inc. This is in contrast to data warehouses which are often designed for reading data for analysis with a minimum number of updates. inventory. OLTP systems are databases or mainframes that store real-time processing data and have the following characteristics: • Data access is optimized for frequent reading and writing. insertions. telecommunications. A bank is an example of a business with many source systems. An average bank offers several services such as account activity updates and loan disbursement. Data is aligned by application. or deletions. and many others. Data history is limited to recent or current data.Project Design Guide BI Architecture and the MicroStrategy Platform 1 Source systems for data collection Source systems refer to any system or file that captures or holds data of interest. see Data warehouse for data storage and relational design. suppose one source system—a database file on the bank’s server—keeps track of deposits and withdrawals as they occur. as the system records huge volumes of data every day. This processing is relied upon daily by nearly every industry. that is. Business intelligence architecture 3 . and therefore has many source systems to support these services. manufacturing. Meanwhile. A source system is usually the most significant site of online transaction processing (OLTP). by business activities and workflow.

account balances. including the customer's ATM activity. Since 4 Business intelligence architecture © 2007 MicroStrategy. correcting typographical errors. The ETL process consolidates data so it can be stored in a data warehouse. Inc. you must enter the bank and perform the transaction with a bank teller. and loading (ETL) process represents all the steps necessary to move data from different source systems to an integrated data warehouse. Extraction.1 BI Architecture and the MicroStrategy Platform Project Design Guide At an automated teller machine (ATM). filling in incomplete data. This is because the operational systems supporting these two services are designed to perform specific tasks. and these two services require different operational systems. Transformation procedures can include converting data types and names. you can withdraw or deposit money as well as check on balances. However. and loading (ETL) process. transformation. and loading process The extraction. the customer information stored in each of these different systems must be consolidated. The ETL process involves the following steps: 1 Data is gathered from various source systems. and money market account information. This consolidation is achieved using the extraction. Each of these different sets of data is likely gathered by different source systems. loan status. and account balances. . to get a money order. 2 The data is transformed and prepared to be loaded into the data warehouse. 3 The data is loaded into the data warehouse. loan status. transformation. eliminating unwanted data. If a bank wants to see a unified view of a particular customer. This process can be explained with the example of a bank that wants to consolidate a variety of information about a particular customer. such as a customer's ATM activity. transformation. and similar processes to standardize the format and structure of data.

Most data warehouses have the following characteristics: • Data access is typically read-only. or deleted. and profit analysis. You can integrate different types of data sources with MicroStrategy such as text files. Analytical processing involves activities such as choosing to see sales data by month and selecting the applicable metric to calculate sales trends. percent-to-total contributions. updated. growth patterns. such as OLTP systems. For more information on accessing data stored in alternative data sources. the ETL process extracts the data from the different banking source systems. In combination with MicroStrategy tools and products. and then loads the data into the data warehouse. The most common action is the selection of data for analysis. MicroStrategy does not require that data be stored in a relational database. page 6. the data that comes from one system may be inconsistent with the data that comes from another system. trend reporting. It enables its users to leverage the competitive advantage that the business intelligence provides. see Storing and analyzing data with alternative data sources. Data is rarely inserted. transforms it until it is standardized and consistent. Excel files. In this case. Business intelligence architecture 5 . Data warehouses are usually based on relational databases or some form of relational database management system (RDBMS) platform. This is in contrast to most © 2007 MicroStrategy. However.Project Design Guide BI Architecture and the MicroStrategy Platform 1 each source system can have its own naming conventions. the data warehouse also provides the foundation for a robust online analytical processing (OLAP) system. whereas data warehouses are usually designed and optimized for analytical processing. Inc. are generally designed and optimized for transactional processing. Data warehouse for data storage and relational design A well-designed and robust data warehouse is the source of data for the decision support system or business intelligence system. and OLAP cubes. a language developed specifically to interact with RDBMS software. The source systems described above. These relational databases can be queried directly with Structured Query Language (SQL).

Inc. and Hyperion Essbase. Defining a project’s logical data model and physical warehouse schema are important steps in preparing your data for a MicroStrategy project. A data warehouse is populated with data from the existing operational systems using an ETL process. For more information on the steps of the project design process. see Chapter 2. page 4.1 BI Architecture and the MicroStrategy Platform Project Design Guide OLTP source systems which must be able to handle frequent updates as data is gathered. or storage location which stores data that is to be used in MicroStrategy for query. which are referred to as 6 Business intelligence architecture © 2007 MicroStrategy. Warehouse Structure for Your Logical Data Model. For more information on source systems. The Logical Data Model and Chapter 3. page 3. see Source systems for data collection. . A data warehouse can be thought of as one type of data source. MicroStrategy can also integrate with a number of alternative data sources. and refers specifically to using a database as your data source. • • Storing and analyzing data with alternative data sources Along with integrating with relational databases. page 4). as explained in Extraction. and analysis. The structure of data in a data warehouse and how it relates to your MicroStrategy environment can be defined and understood through a logical data model and physical warehouse schema. and loading process. The following are different data source alternatives which MicroStrategy can integrate with: • OLAP cube sources: In MicroStrategy you can integrate with sets of data from SAP BW. usually two to five years. transformation. Data history extends long-term. • • Data is aligned by business subjects. Microsoft Analysis Services. reporting. system. transformation. and loading process. A data source is any file. which are a common type of data warehouse. Data formats are uniformly integrated using an ETL process (see Extraction.

Some of the main components of the MicroStrategy platform include: • MicroStrategy metadata. see the MicroStrategy Advanced Reporting Guide. analyze. and report on data stored in text files and Excel files. Connecting to OLAP Cube Sources. page 11—an analytical server optimized for enterprise querying. reporting. For more information on using text files and Excel files with the Freeform SQL and Query Builder features. and OLAP analysis MicroStrategy Desktop. The MicroStrategy platform 7 . page 8—a repository that stores MicroStrategy object definitions and information about the data warehouse MicroStrategy Intelligence Server. page 11—an advanced. Inc. For more information on connecting to and integrating OLAP cube sources in MicroStrategy. MicroStrategy can integrate with these data sources while simultaneously accessing a relational database effectively. support. MicroStrategy can report against these alternative data sources while concurrently accessing a relational database to integrate all of your data into one cohesive project. • Text files and Excel files: With MicroStrategy’s Freeform SQL and Query Builder features. and maintenance of business intelligence applications.Project Design Guide BI Architecture and the MicroStrategy Platform 1 OLAP cube sources. page 13—a highly interactive user environment and a low-maintenance interface for reporting and analysis • • • © 2007 MicroStrategy. Windows-based environment providing a complete range of analytical functions designed to facilitate the deployment of reports MicroStrategy Web and Web Universal. The MicroStrategy platform A business intelligence platform offers a complete set of tools for the creation. As with OLAP cube sources described above. you can query. see Appendix B. deployment.

page 14—where you build and store all schema objects and information you need to create application objects such as reports in the MicroStrategy environment. which together provide a flexible reporting environment The MicroStrategy platform components work together to provide an analysis and reporting environment to your user community. Inc. . as shown in the following diagram.1 BI Architecture and the MicroStrategy Platform Project Design Guide • MicroStrategy project. refer to the MicroStrategy Installation and Configuration Guide. For more detailed information about these and the other components that make up the MicroStrategy platform. see the MicroStrategy System Administration Guide. The information is stored in a proprietary 8 The MicroStrategy platform © 2007 MicroStrategy. To learn how to administer and tune the MicroStrategy platform. MicroStrategy metadata MicroStrategy metadata is a repository that stores MicroStrategy object definitions and information about your data warehouse. The sections that follow provide a brief overview of each of these components.

groups. configuration objects are created and maintained with the managers in MicroStrategy Desktop within the Administration icon. Facts. For more information about creating and administering configuration objects. In general. facts. Facts are used to create metrics. but are created by a project architect or administrator to configure and govern the platform. and columns. views. these objects. are all created and stored in the metadata repository. Examples include database instances. These objects are not used directly for reporting. Schema objects—Objects that are created in the application to correspond to database objects. such as tables. and other objects which are stored in the Schema Objects folder in MicroStrategy Desktop’s folder list. and hierarchies are three essential pieces to any business intelligence application. Inc. which are analytical calculations that are displayed on a report. see the MicroStrategy System Administration Guide. and project administration. The number of units sold is one example of a fact. • © 2007 MicroStrategy. Facts are discussed in more detail in Chapter 5. metrics. The Building Blocks of Business Data: Facts. attributes. and so on. You can build and manipulate several fundamentally different kinds of objects in MicroStrategy. users. which are described below. reports. and so on. user privileges. The metadata maps MicroStrategy objects—which are used to build reports and analyze data—to your data warehouse structures and data. attributes. report creation in MicroStrategy is achieved through using various types of objects which represent your data as report building blocks. Schema objects include facts. • Configuration objects—Objects that provide important information or governing parameters for connectivity. The MicroStrategy platform 9 .Project Design Guide BI Architecture and the MicroStrategy Platform 1 format within a relational database. The metadata also stores the definitions of all objects created with MicroStrategy Desktop and Web such as templates. As a general rule. hierarchies. These schema objects are often created and managed by a MicroStrategy architect: Facts relate numeric data values from the data warehouse to the MicroStrategy reporting environment.

Southeast represents the attribute or context of the sales data. . Reports and documents can also be created and managed in MicroStrategy Web. templates. Creating Hierarchies to Organize and Browse Attributes. Attributes are used to define the level at which you want to view the numeric data on a report. and so on. page 13. The metadata enables the sharing of objects across MicroStrategy applications by providing a central repository for all object definitions. For more information about MicroStrategy Web. • Application objects—Objects used to provide analysis of and insight into relevant data. and prompts. Inc. Application objects are created using schema objects as building blocks. filters.1 BI Architecture and the MicroStrategy Platform Project Design Guide Attributes represent the business context in which fact data is relevant. Quarter. Hierarchies are discussed in more detail in Chapter 7. Attributes are discussed in more detail in Chapter 6. metrics. These groupings can help users make logical connections between attributes when reporting and analyzing data. All application objects can be created and maintained in MicroStrategy Desktop. One of the most common examples of a hierarchy is a time hierarchy which includes attributes such as Year. MicroStrategy metadata also facilitates the retrieval of data from the data warehouse when using MicroStrategy applications. In the example of regional sales in the Southeast. Information on creating application objects is in the MicroStrategy Basic Reporting Guide and MicroStrategy Advanced Reporting Guide. It converts user requests into SQL queries and 10 The MicroStrategy platform © 2007 MicroStrategy. The Context of Your Business Data: Attributes. Month. custom groups. Hierarchies are groupings of attributes so that they can be displayed to reflect their relationships to other attributes. Application objects include reports. see MicroStrategy Web and Web Universal. MicroStrategy Intelligence Server evaluates the most efficient data retrieval scenario to provide excellent query performance. documents.

Project Design Guide BI Architecture and the MicroStrategy Platform 1 translates the results of those SQL queries back into MicroStrategy objects such as reports and documents which can be easily analyzed and understood. reporting. MicroStrategy Intelligence Server MicroStrategy Intelligence Server is an analytical server optimized for enterprise querying. The important functions of MicroStrategy Intelligence Server are: • • • • Sharing objects Sharing data Managing the sharing of data and objects in a controlled and secure environment Protecting the information in the metadata MicroStrategy Intelligence Server also provides a library of over 150 different sophisticated mathematical and statistical functions. Inc. and OLAP analysis. See the MicroStrategy Functions Reference for details about these functions. © 2007 MicroStrategy. refer to the MicroStrategy System Administration Guide. The MicroStrategy platform 11 . refer to the MicroStrategy Installation and Configuration Guide. MicroStrategy Desktop MicroStrategy Desktop is an advanced. For information on how to install and configure MicroStrategy Intelligence Server. MicroStrategy Desktop provides the project designer functionality essential to creating both schema and application objects necessary to serve the user communities of both MicroStrategy Desktop and Web. For a detailed description of MicroStrategy Intelligence Server functionality and tuning recommendations. Windows-based environment providing a complete range of analytical functionality designed to facilitate the deployment of reports. You can also add and define your own functions.

The change automatically takes effect in the application.1 BI Architecture and the MicroStrategy Platform Project Design Guide Desktop enables you to model applications using an intuitive. attributes. thus providing access to your data. If you need to change how to view your business information or how the data is modeled. MicroStrategy Web. It provides a unified environment for creating and maintaining business intelligence projects. Desktop provides the ability to modify one aspect of the application without affecting the others. hierarchies. • After reports have been created. Tables in MicroStrategy are references to tables in your data warehouse. before application objects are created. . including MicroStrategy Desktop. and metrics. Creating and Configuring a Project. The following examples highlight some ways in which Desktop allows you to model your business intelligence applications: • Every report or query can automatically benefit from the tables you include in an application. and other schema objects are the building blocks for application objects such as reports and documents. Desktop is where you can manage application objects such as reports. which are in turn used to design reports. graphical interface. and MicroStrategy Office. Application objects such as reports are used to analyze and provide insight into the relevant data. facts are used to create metrics. report designers and analysts can deploy them through different interfaces. For example. Projects are discussed in Chapter 4. Facts. Inc. However. 12 The MicroStrategy platform © 2007 MicroStrategy. without making any alterations to the database. filters. schema objects must first exist. refer to the MicroStrategy Installation and Configuration Guide. You can change the structure of a business hierarchy by re-ordering it. One of the other functions of MicroStrategy Desktop is to create projects. For information about the various components that comprise MicroStrategy Desktop. This modification is necessary if you have new requirements that require you to add or remove new levels of data in a hierarchy. Schema objects allow application objects to interact with the data warehouse to access the data for analysis.

© 2007 MicroStrategy. Inc. see the MicroStrategy Installation and Configuration Guide. For information on advanced Desktop functionality. and HP-UX Application servers such as BEA WebLogic™. are discussed in Project connectivity components. and rapid customization potential. Using the Web interface. analyze.Project Design Guide BI Architecture and the MicroStrategy Platform 1 For more information about creating application objects such as reports in MicroStrategy Desktop. and share data through any web browser on many operating systems. Sun ONE®. MicroStrategy Web provides ad-hoc querying. including many project-related terms. MicroStrategy Web Universal is a version of MicroStrategy Web that provides the added benefits of also working with: • • • Operating systems such as Sun Solaris™. quick deployment. Additional MicroStrategy definitions. making it easy for users to make informed business decisions. users can access. IBM WebSphere®. page 64. The MicroStrategy platform 13 . Oracle®. refer to the MicroStrategy Basic Reporting Guide. For more information about deploying MicroStrategy Web. Red Hat® Linux®. industry-leading analysis. and Apache Tomcat All web servers and browsers supported by MicroStrategy Web MicroStrategy Intelligence Server must be running for users to retrieve information from your data warehouse using MicroStrategy Web products. IBM AIX®. MicroStrategy Web and Web Universal MicroStrategy Web provides users with a highly interactive environment and a low-maintenance interface for reporting and analysis. see the MicroStrategy Advanced Reporting Guide.

Reporting objects include metrics. For example. and so on. Defines the security scheme for the user community that accesses these objects. A project can contain many types of objects. metadata repository. • • A project can contain any number of reports in addition to a number of other objects that support simple and advanced reporting requirements. . attributes. security roles. a project the environment in which all related reporting is done. Contains all schema objects used to interpret the data in those tables. privileges. which together provide a flexible reporting environment. and therefore the set of data available to be analyzed. access control. and 14 The MicroStrategy platform © 2007 MicroStrategy. including application objects such as filters. A project also represents the intersection of a data source. Conceptually. and user community. and so on. reports. In MicroStrategy Desktop.1 BI Architecture and the MicroStrategy Platform Project Design Guide MicroStrategy project A project is where you build and store all schema objects and information you need to create application objects such as reports in the MicroStrategy environment. Projects are often used to separate data from a data warehouse into smaller sections of related data that fit user requirements. prompts. Contains all reporting objects used to create reports and analyze the data. metrics. Report objects are covered in the MicroStrategy Basic Reporting Guide and the MicroStrategy Advanced Reporting Guide. you may have a project source separated into four different projects with analysis areas such as human resources. projects appear one level below project sources in the Folder List. sales distribution. hierarchies. A project: • • Determines the set of data warehouse tables to be used. and so on. Security and other project-level administrative features are discussed in the MicroStrategy System Administration Guide. and reports that you can create using schema objects such as attributes and facts. inventory. Schema objects include facts. Security objects include security filters. filters. Inc. Schema objects are discussed in later chapters in this guide.

© 2007 MicroStrategy.Project Design Guide BI Architecture and the MicroStrategy Platform 1 customer satisfaction. Some key concepts to understand before you begin creating a project are as follows: • A project is created within a specified metadata repository. In the project. one of the connections you create is between the project and your data warehouse. The project’s warehouse location is specified by associating it with the appropriate database instance. • The procedures associated with these concepts are explained in Creating the project. Inc. determined by the project source through which you create the project. you can then create schema objects based on the columns and tables in the warehouse. This allows all of your users in the human resources department to use the human resources project and they do not have to look through inventory data that they are not interested in. page 73. The project design process 15 . The project design process When you create a project in MicroStrategy Desktop.

linear process. . Inc.1 BI Architecture and the MicroStrategy Platform Project Design Guide The diagram below shows this high-level view of data modeling. and project creation. It is important to keep this in mind as you design your project and plan for the next phase of development. Designing a project is very rarely a single. schema design and implementation. 16 The project design process © 2007 MicroStrategy. which are each covered in the following chapters: Notice that the project design process includes a feedback loop. As projects are deployed and tested. new user requirements and project enhancements require modification to the initial project design.

For example.2 2. You also need a plan that is visible and laid out correctly. The logical data model graphically depicts the flow and structure of data in a business environment. 17 . A logical data model is similar in concept to using a map and an itinerary when going on a trip. providing a way of organizing data so it can be analyzed from different business perspectives. THE LOGICAL DATA MODEL Conceptualizing your business model and the data on which to report Introduction Devising a model of your business data can help you analyze the structure of the data. Inc. which arranges data for efficient database use. This is different from the physical data model or warehouse schema. This chapter describes one of the major components of data modeling: the logical data model. a simple logical data model for a retail company can organize all necessary © 2007 MicroStrategy. A logical data model is a logical arrangement of data as experienced by the general user or business analyst. You need to know where you are going and how to get there. how its various parts interact. and can also help you decide what you intend to learn from the data.

What occurs under the logical data model can change with need or with technology. product.2 The Logical Data Model Project Design Guide facts by store. but the blueprint remains the same. which are three common business perspectives typically associated with a retail business. and time. The more sophisticated and complex the reporting requirements and source data. 18 © 2007 MicroStrategy. As the MicroStrategy platform does not require you to define dimensions explicitly. If you are familiar with multidimensional data modeling. logical data modeling is similar to multidimensional data modeling. the word logical is a more accurate term than multidimensional. The scope and complexity of a logical data model depends on the requirements of the reporting needs of the user community and the availability of source data. a logical data model may or may not have any explicitly defined dimensions. Logical data models are independent of a physical data storage device. and you do not need to start over completely. the more complex the logical data model becomes. While a multidimensional data model must have at least one dimension. The reason that a logical data model must be independent of technology is because technology is changing so rapidly. This is the key concept of the logical data model. . Inc.

or business environment. conceptual. and relationships of data in a technical.Project Design Guide The Logical Data Model 2 The logical data modeling process produces a diagram similar to the one shown in the following diagram: A logical data model represents the definition. © 2007 MicroStrategy. Inc. characteristics. This process can help you think about the various elements that compose your company’s business data and how those elements relate to one another. 19 .

Inc. page 25 20 © 2007 MicroStrategy. and also general instructions and guidelines for creating these models. A logical data model is a graphic representation of the following concepts: • • • Facts: Business data and measurements. the elements that exist within them. page 21 Attributes: Context for your levels of data.2 The Logical Data Model Project Design Guide Devising a logical data model for your business intelligence environment allows you to then consider various ways to physically store the business data in the data warehouse. as shown in the following diagram: This chapter provides conceptual information about logical data models. page 22 Hierarchies: Data relationship organization. This is usually one of the first steps in designing a project. .

Inc. In MicroStrategy. They can come from different source systems and they can have different levels of detail.ORDER_AMT) EMP_NAME FROM ORDER_FACT a21 JOIN LU_EMPLOYEE a22 ON (a21. In a data warehouse.EMP_ID = a22. Facts: Business data and measurements 21 .EMP_ID) WHERE a22. such as SUM and AVG. For example. Conceptually. while you capture stock and inventory data in another system and track it weekly. facts generally represent the numeric columns in database tables on which you perform SQL aggregations. facts exist as columns within the fact tables. Facts allow you to access data stored in a data warehouse and they form the basis for the majority of users’ analysis and report requirements. The rest of data modeling consists mostly of providing context for the data that facts provide access to. or variables that are typically numeric and suitable for aggregation. you can think of facts as business measurements. Sales. For example. Inventory.CALL_CTR_ID in (5. the ORDER_AMT column in the warehouse may correspond to the Order Amount fact in the MicroStrategy environment: SELECT sum(a21. facts are schema objects that relate data values (typically numeric data) from the data warehouse to the MicroStrategy reporting environment.Project Design Guide The Logical Data Model 2 Facts: Business data and measurements One of the first things you do when you create a logical data model is to determine the facts. in the following SQL statement. To those familiar with SQL. 12) © 2007 MicroStrategy. and Account Balance are some examples of facts you can use as business measurements. 9. you can capture sales data in one system and track it daily. Facts are the building blocks used to create business measurements or metrics from which to derive insight into your data. data.

ORDER_AMT) represents a metric. To those familiar with SQL. or a single store Attributes provide context and levels for convenient summarization and qualification of your data to help answer the type of questions listed above. The Building Blocks of Business Data: Facts. They are used to answer business questions about facts at varying levels of detail. Inc. refer to Chapter 5. which are business calculations often built using facts. sum(a21. if your sales data is stored at the day level. consider the sales figures of your company. you can gather little useful information. the attributes must be identified. For example. you would need to know more about the source of that sales figure such as: • • • • A time frame for the sales Who and how many people contributed to the sales total What products were sold from which departments The scope of the sale. These columns are used to qualify and group fact data. To make the sales figure meaningful. 22 Attributes: Context for your levels of data © 2007 MicroStrategy.2 The Logical Data Model Project Design Guide In addition. while ORDER_AMT is the fact. For example. local. attributes generally represent the non-numeric and non-aggregatable columns in database tables. Metrics are discussed in detail in the MicroStrategy Basic Reporting Guide. Attributes allow you to answer questions about a fact and provide a context for reporting and analyzing those facts. such as national. a Month attribute allows you to see the same sales data summarized at the month level. Attributes: Context for your levels of data After the facts are determined. regional. Fore a more complete discussion about facts. If you were informed that your company had sales of $10.000. .

a Customer attribute allows you to see sales data at the customer level and you can qualify on the elements of the Customer attribute to see sales data for groups such as customers with last names beginning with the letter h. Attribute elements also allow you to qualify on data to retrieve specific results. refer to Chapter 6.MONTH_ID) WHERE a11. sum(a11. For example. For a complete discussion about attributes.MONTH_DESC) MONTH_DESC. max(a12.200202. Attribute elements: Data level values Attribute elements are the unique values or contents of an attribute. Attributes: Context for your levels of data 23 . Inc. © 2007 MicroStrategy.MONTH_ID = a12. attributes are used to build the report and the attribute elements are displayed in rows or columns on the executed report.200203) GROUP BY al1. 2005 and 2006 are elements of the Year attribute while New York and London are elements of the City attribute. the MONTH_ID column in the warehouse maps to the Month attribute in the MicroStrategy environment: SELECT a11.MONTH_ID in (200201.MONTH_ID Attribute forms contain additional descriptive information about a given attribute and are discussed in terms of the logical data model in Attribute forms. The Context of Your Business Data: Attributes.MONTH_ID MONTH_ID. On a report. page 36.TOT_DOLLAR_SALES) DLRSALES FROM MNTH_CATEGORY_SLS a11 join LU_MONTH a12 on (a11. in the following SQL statement. For example.Project Design Guide The Logical Data Model 2 For example.

to have a solid understanding of all the attributes in the project. Inc. which are associations between attributes that specify how attributes are connected. as well as how each of them relates to the other attributes. Attribute relationships Building an effective project in MicroStrategy requires you. there is no interaction between data. page 140. A child must always have a parent and a parent can have multiple children. The parent attribute is at a 24 Attributes: Context for your levels of data © 2007 MicroStrategy. Attribute relationships. Without relationships. Although attribute elements are not included in the logical data model. The relationships give meaning to the data by providing logical associations of attributes based on business rules. as the project designer. and therefore no logical structure. . Every direct relationship between attributes has two parts—a parent and a child. they are necessary in understanding attribute relationships.2 The Logical Data Model Project Design Guide The following diagram shows some examples of attributes and attribute elements. you can better design your data model and project. Attribute elements are discussed in more detail in Unique sets of attribute information: Attribute elements. are essential to the logical data model. By recognizing and understanding the elements of an attribute.

there must be some way to determine how these two attributes are related. For example. Attributes are either related or unrelated to each other. Therefore. which represent the level at which a fact is stored. Year and Quarter are attributes that are usually directly related to each other. Hierarchies: Data relationship organization Hierarchies in a logical data model are ordered groupings of attributes arranged to reflect their relationship with other attributes. In a logical data model. attributes.Project Design Guide The Logical Data Model 2 higher logical level than the child is. However. along with more detailed information about attribute relationships. Year and Customer are related through a fact. if you want to create a report that shows information about customer purchases in a particular year. in a relationship between Year and Quarter. and Day to form the Time hierarchy. page 26 below. you can group the attributes Year. and hierarchies are related and form a complete logical data model is shown in the section Sample data model. A graphical example of how facts. facts exist at the intersection of hierarchies. are discussed in Attribute relationships. © 2007 MicroStrategy. page 159. Inc. They are identified by multiple attributes. Month. Hierarchies: Data relationship organization 25 . For example. the fact is a customer purchase. Attributes in one hierarchy are not directly related to attributes in another hierarchy. In this case. Examples of related and unrelated attributes. hierarchies contain attributes that are directly related to each other. For example. Usually the best design for a hierarchy is to organize or group attributes into logical business areas. Year and Customer are attributes that are usually not in the same hierarchy and are not directly related to each other. Year is the parent attribute and Quarter is the child. One year has many quarters and both attributes are in the Time hierarchy. It is the existence of a fact that ties the Time hierarchy to the Customer hierarchy.

refer to Chapter 7. The following diagram is an example of a logical data model: Building a logical data model The first thing you must do before creating a logical data model is study the factors that influence your design. Inc. Sample data model When all of the components are placed in a single diagram—facts. relationships. attributes. Some of the things to consider when creating a logical data model are • • • User requirements Existing source systems Converting source data to analytical data 26 Sample data model © 2007 MicroStrategy. . and hierarchies—a logical data model begins to take shape.2 The Logical Data Model Project Design Guide For a complete discussion about hierarchies. Creating Hierarchies to Organize and Browse Attributes.

you must consider all the potential users and how to accommodate their varied requirements. In some cases. Sometimes. © 2007 MicroStrategy. However. User requirements are an important part of the initial project design process. additional user requirements can be encountered after deploying a project as users encounter areas for enhancement. Developing such a model involves the following: • • • Identification of user requirements Design of solutions Evaluation of those solutions Logical data modeling is a reiterative process. Building a logical data model 27 . Your user community can consist of people with vastly different requirements. lack of data in the source systems can limit user requirements. company executives are typically interested in overall trends and may want reports showing data aggregated across the company and over a long period of time. Inc. you can derive additional data not found in the source systems. Lower-level managers are typically more interested in data about their particular areas of responsibility. page 28. For example. When creating the logical data model.Project Design Guide The Logical Data Model 2 User requirements The primary goal of logical data modeling is to meet the needs of your users’ reporting requirements. new user requirements may require you to modify the logical data model to better support the type of analysis and the retrieval of data that users demand. These managers may want reports about their specific region or store over short-and long-terms. as explained in Existing source systems. to satisfy user requirements. where additional questions and concerns arise with each draft of the logical data model. In some cases.

consisting of a large number of facts and attributes. Converting source data to analytical data If there are no existing systems and you are just beginning your data warehousing initiative. Additionally. you can plan additional attributes to provide the levels at which you intend to analyze the facts in your data model. User requirements should drive the decision on what to include and what to exclude. but the business analysts want to see data for different states or regions. In this case. You must determine what facts and attributes in the existing data are necessary for supporting the decision support requirements of your user community.2 The Logical Data Model Project Design Guide Existing source systems Understanding what data is available is an important step in creating a logical data model. although data is stored at a daily level in the source system. an insurance company’s transactional system records data by customer and city. users also want to see data at the monthly or yearly level. you can build the logical data model based heavily on current user requirements. this does not mean that it should not be included in the logical data model. Although some data may not exist in a source system. but a substantial portion of the work in creating a suitable logical data model involves determining what additional components are required to satisfy the needs of the user community. While a review of your data is initially helpful in identifying components of your logical data model. For example. most logical models begin with an examination of the source data once existing systems are developed and 28 Building a logical data model © 2007 MicroStrategy. The existing data should suggest a number of facts. Inc. However. Existing data is usually abundant. Conversely. State and region do not appear in the existing source data and so you need to extract them from another source. attributes. . you may not find all the facts and attributes to meet your needs within the data itself. and relationships. everything you find in the source data does not necessarily need to be included in the logical data model.

can be © 2007 MicroStrategy. sales facts are often stored at the store. which lets you easily recognize tables and columns and the data stored in those columns. A product inventory fact. For example. meaning that a sale takes place in a particular store. page 31 Step 4: Define hierarchies. An ERD provides a graphical representation of the physical structure of the data in the source system. determine the business level at which each fact is recorded. Whether you start from nothing or have an existing source system to use. most OLTP systems have an entity relationship diagram (ERD). page 30 Step 3: Determine attribute relationships. page 29 Step 2: Identify the attributes. in this guide the logical data model also takes into account how your data can be integrated into MicroStrategy to develop a business intelligence solution. However. Building a logical data model 29 .Project Design Guide The Logical Data Model 2 implemented. Inc. sales and profit figures. Remember that facts can be calculated and are usually numeric and aggregatable. After you have all the facts listed. the steps to create a logical data model are as follows: • • • • Step 1: Identify the facts. for a particular item. make a list of all data that can be represented as facts in MicroStrategy. For example. The source data usually has some sort of documented physical structure. item. Step 1: Identify the facts Using your existing data. in retail models. A logical data model is similar in concept to an ERD. page 32 The details in these steps are related to using an existing source system. or day level. however. on a particular day. for example.

This information may only be apparent to you after you deploy your project and you determine that a high percentage of your users are viewing sales data at the yearly level. in the existing data there may be fact data recorded only at the day level. You can then design a Year attribute for your project. 30 Building a logical data model © 2007 MicroStrategy.2 The Logical Data Model Project Design Guide stored at the region. page 30). This practice is sometimes a reaction to user requirements established after project deployment. and week levels. This analysis requires MicroStrategy to aggregate the sales data from the day level to the year level. Start by looking at the levels at which each fact is recorded and build from there. They also want to view their data at the year. . you can include an aggregate table that stores sales data at the year level (see Using summary tables to store data: Aggregate tables. item. Inc. but such considerations should be taken into account during your initial project design initiative. month. page 241). However. Step 2: Identify the attributes Uncover attributes by considering the levels at which you would like to view the facts on your reports. To improve performance and meet the requirements of the majority of your users. These business levels become the attributes in your logical data model (see Step 2: Identify the attributes. or week level. For example. your users are interested in analyzing data at more than just at the day level.

in the Sales Force Analysis Module of the MicroStrategy BIDK opportunity information is stored with an Opportunity attribute which is directly related to the attributes Opportunity Close Date. Logical data modeling is an iterative process. Step 3: Determine attribute relationships Once you have identified your data to be defined as attributes in MicroStrategy. It is usually unnecessary to bring all data from the source system into the analytical environment. Only include facts and attributes that can serve your user community. you should determine the type of relationship. From the reverse perspective the same relationship specifies that. For example. Opportunity Open Date. Primary Competitor. Additionally. several dates exist. you must then determine which attributes are related to each other. and for every month. for every year. and Month has a one-to-many relationship to Day. This one-to-many relationship specifies that. Year has a one-to-many relationship to Month. several months exist. in the diagram below. you can always add more attributes and facts later. These attributes are all related to the Opportunity attribute because they all answer questions about opportunity information. For example.Project Design Guide The Logical Data Model 2 Be careful not to include more facts and attributes than necessary. and so on. Inc. for a number of dates (in a © 2007 MicroStrategy. Building a logical data model 31 . if necessary.

and so on) and not directly connected to a year (Dec 2005. page 24. it is likely that the documentation provides some additional details about the nature of the data and any inherent relationships. Jan. you can organize all time-related attributes into the Time hierarchy. Attribute relationships are discussed in detail in Attribute relationships. In the context of a logical data model. Step 4: Define hierarchies Hierarchies provide a structure for your data and can help your users easily and intuitively browse for related attributes and include them in a report. only one month exists (in a form such as Dec 2005). Inc. This example may not accurately define how you store time information. . and so on) then the relationship would become many-to-many. Jan 2006. If you define the attribute Month as simply the month name (Dec. For example.2 The Logical Data Model Project Design Guide form such as 12/01/2005). Consider the Year to Month attribute relationship type of one-to-many. If you have documentation for the existing data. and for a number of months. think of hierarchies as logical arrangements of attributes into business areas. such as an ERD. only one year exists. You can 32 Building a logical data model © 2007 MicroStrategy.

Although the user community is the ultimate beneficiary of a © 2007 MicroStrategy. the requirements of your user community should help you determine what hierarchies are necessary. Logical data modeling conventions There are numerous logical data modeling conventions you can use to enhance your logical data model.Project Design Guide The Logical Data Model 2 have a Customer hierarchy containing all attributes related to your customers and a Supplier hierarchy for all attributes related to supplier data. Inc. help with system maintenance. you may have very few hierarchies or you may have many. Again. These include: • • • Unique identifiers Cardinalities and ratios Attribute forms These logical modeling conventions can provide cues for system optimization opportunities. It is possible that all the data is directly related. and make for a more robust logical data model. Logical data modeling conventions 33 . in which case you may have one big hierarchy. Depending on the complexity of your data and the nature of your business.

Some attributes rely on more than 34 Logical data modeling conventions © 2007 MicroStrategy. Remember that facts are usually identified by multiple attributes and therefore will have multiple unique identifiers. . Each convention adds more information about the data to the logical data model. This additional information can be particularly useful to a person learning about the system. This information can help define primary keys in the physical warehouse schema (see Uniquely identifying data in tables with key structures. these conventions are primarily intended for project designers. page 42). Inc. Unique identifiers An additional modeling convention is to add unique identifiers for each attribute and fact. Unique identifiers denote the key that maps an attribute to its source data in the source system. administrators. when applicable. The following diagram shows a logical data model with unique identifiers added. and advanced report designers.2 The Logical Data Model Project Design Guide well-optimized and maintained system.

note the Item attribute. Cardinalities help the database administrator estimate the size of the data warehouse and help project designers determine the best paths for users to navigate through the data using hierarchies in MicroStrategy. Cardinality is the number of unique elements for an attribute and ratios are the ratios between the cardinalities of related attributes. Inc. For example.Project Design Guide The Logical Data Model 2 one ID column to identify its elements. Cardinalities and ratios Another enhancement to the logical data model is the addition of cardinalities and ratios for each attribute. which requires both the Item_ID and Class_ID columns to uniquely identify its elements. Ratios can be particularly helpful when trying to © 2007 MicroStrategy. Logical data modeling conventions 35 . which are discussed in Chapter 7. Creating Hierarchies to Organize and Browse Attributes.

Inc. Note the cardinalities in the upper right corner of each attribute rectangle and the ratios next to some of the relationships between attributes. it is impossible to determine how many customers have different dates of birth in the warehouse.2 The Logical Data Model Project Design Guide decide where creating aggregate tables will be most effective. The following diagram shows a logical data model which includes cardinalities and ratios. Also note that the cardinality of some attributes such as Date of Birth are unknown. Attribute forms Including attribute forms in your logical data model can help you get a more complete view of all of the information that is made available in your project. For example. this is because this information varies and is unpredictable. 36 Logical data modeling conventions © 2007 MicroStrategy. This additional information can be invaluable to database administrators and project designers. .

Each element of the Customer attribute represents a different customer. you create an attribute called Customer to represent customers in your system. they do not represent different levels within the Customer hierarchy. you could have included each of these pieces of information as separate attributes. you store the following information about your customers: • • • • • Customer number (some numeric code used to uniquely identify customers) First name Last name Address Email address In your logical data model. Inc. and in the data. Logical data modeling conventions 37 .Project Design Guide The Logical Data Model 2 Attribute forms contain additional descriptive information about a given attribute. these attributes simply provide additional information about the Customer attribute. In reality. you can model these additional © 2007 MicroStrategy. though. For example. each with a one-to-one relationship to the Customer attribute. When a one-to-one relationship exists between an attribute and one of its descriptions. and it is part of the Customer hierarchy.

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pieces of descriptive information as attribute forms. The following diagram shows how you add attribute forms to a logical data model:

Attribute forms are discussed in terms of their role in MicroStrategy in Column data descriptions and identifiers: Attribute forms, page 143.

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Physical Warehouse Schema

WAREHOUSE STRUCTURE FOR YOUR LOGICAL DATA MODEL

Introduction
As discussed in the previous chapter, the logical data model can help you think about the logical structure of your business data and the many relationships that exist within that information. The physical warehouse schema is based on the logical data model. It is a detailed graphic representation of your business data as it is stored in the data warehouse. The physical warehouse schema organizes the logical data model in a method that makes sense from a database perspective. In contrast, the logical data model is a logical arrangement of data from the perspective of the general user or business analyst. For more information on what a logical data model is and how to create one, see Chapter 2, The Logical Data Model. The logical data model is only concerned with logical objects of the business model, such as Day, Item, Store, or Account. Several physical warehouse schemas can be derived from the same logical data model. The structure of the schema
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depends on how the data representing those logical objects are to be stored in the warehouse. For example you can store logical objects in the same table, in separate tables, duplicated across several tables, or in some other arrangement. While the logical data model tells you what facts and attributes to create, the physical warehouse schema tells you where the underlying data for those objects is stored. The physical warehouse schema describes how your data is stored in the data warehouse and how it can be retrieved for analysis. Creating a physical warehouse schema is the next step in organizing your business data before you create a project, as shown below:

The key components that make up the physical warehouse schema are columns and tables. Columns and tables in the physical warehouse schema represent facts and attributes from the logical data model. The rows in a table represent attribute elements and fact data.

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Columns: Data identifiers and values
Columns are fields in the warehouse that contain attribute and fact data. The types of columns are: • ID columns contain attribute element identification codes. These codes are typically numeric because computers can process numbers much more rapidly than text. All attributes must have an ID column. Description columns contain descriptions (text or numeric) of attribute elements. Description columns are optional. An ID column can serve a dual purpose as both an ID and description. Date is one example of an attribute that usually does not have a description column. The majority of attributes typically have an ID column and at least one description column. If an attribute has many attribute forms—additional descriptive information about a given attribute—they are represented by additional description columns. • Fact columns contain fact data.

Tables: Physical groupings of related data
The different types of tables are • • • Lookup tables: Attribute storage, page 43 Relate tables: A unique case for relating attributes, page 45 Fact tables: Fact data and levels of aggregation, page 46

While each type of table may function differently within the data warehouse, each type of table can be assigned a primary key that uniquely identifies the elements within the given table.

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Uniquely identifying data in tables with key structures
In relational databases, each table has a primary key that creates a unique value identifying each distinct data record or row. This applies to every type of table within the data warehouse. The types of keys that can be assigned to a table include: • • Simple key requires only one column to identify a record uniquely within a table. Compound key requires multiple columns to identify a unique record.

Which key structure you use to identify a unique attribute in a table depends on the nature of your data and business requirements. The following diagram shows how the different key structures can be used to identify a calling center.

The simple key shows how you can identify a calling center with only its Call_Ctr_id. This means that every calling center has its own unique ID. In the compound key, calling centers are identified by both Call_Ctr_id and Region_id. This means that two calling centers from different regions can share the same Call_Ctr_id. For example, there can be a calling center with ID 1 in region A, and another calling center with ID 1 in region B. In this case, you cannot identify a unique calling center without knowing both the Call_Ctr_id and the Region_id. Simple keys are generally easier to handle in the data warehouse than are compound keys because they require less storage space and they allow for simpler SQL. Compound

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keys tend to increase SQL query complexity, query time, and required storage space. However, compound keys have a more efficient ETL process. Which key structure you use for a particular attribute depends entirely on the nature of the data and your system. Consider what key structures work best when creating lookup tables in the physical warehouse schema.

Lookup tables: Attribute storage
Lookup tables are the physical representation of attributes. They provide the ability to aggregate data at different levels. Lookup tables store the information for an attribute in ID and description columns (see Columns: Data identifiers and values, page 41). Depending on how you choose to organize the physical schema, a lookup table can store information for one or more related attributes. If a table only stores data about one attribute, it is said to be a normalized table. If a table holds data about multiple attributes, it is said to be a denormalized table. The following diagram shows the different ways in which you can organize the same attribute information. Notice that the denormalized table holds the exact same data as the normalized tables. While the denormalized table consolidates

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information about attributes within one table, the normalized tables each contain only a subset of all of the information about the attributes.

You can use either structure for any table in the physical warehouse schema, though each structure has its advantages and disadvantages, as explained in the following sections and outlined in the table in Schema type comparisons, page 60.

Attribute relationships and lookup table structure
Attribute relationships are a major factor in determining the structure of lookup tables in a physical warehouse schema. In general, the following guidelines apply: • One-to-one relationships usually denote the existence of an attribute form. The description column of an attribute form should simply be included as an additional column in the attribute’s lookup table. Many-to-many relationships usually require the use of a relate table distinct from either attribute lookup table. A relate table should include the ID columns of the two attributes in question. For more information on how to use relate tables, see Relate tables: A unique case for relating attributes, page 45.

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Relate tables: A unique case for relating attributes
While lookup tables store information about attributes, relate tables store information about the relationship between two attributes. Relate tables contain the ID columns of two or more attributes, thus defining associations between them. Relate tables are often used to create relationships between attributes that have a many-to-many relationship to each other. With attributes whose direct relationship is one-to-many—in which every element of a parent attribute can relate to multiple elements of a child attribute—you define parent-child relationships by placing the ID column of the parent attribute in the lookup table of the child attribute. The parent ID column in the child table is called a foreign key. This technique allows you to define relationships between attributes in the attributes’ lookup tables, creating tables that function as both lookup tables and relate tables as shown in the following diagram:

In the case of a many-to-many relationship—in which multiple elements of a parent attribute can relate to multiple elements of a child attribute—you must create a separate relate table as shown in the following diagram:

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Fact tables: Fact data and levels of aggregation
Fact tables are used to store fact data. Since attributes provide context for fact values, both fact columns and attribute ID columns are included in fact tables. Facts help to link indirectly related attributes. The attribute ID columns included in a fact table represent the level at which the facts in that table are stored. For example, fact tables containing sales and inventory data look like the tables shown in the following diagram:

For more details on the level of aggregation of your fact data, see Fact table levels: The context of your data, page 48.

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Unit_Price. the derived fact exists in several tables. the derived fact Tot_Dollar_Sales is created using the Qty_Sold. and Discount fact columns. Inc. © 2007 MicroStrategy. Tables: Physical groupings of related data 47 . The following diagram shows an example of a fact table and how you can create a derived fact column from base fact columns: In the example.Project Design Guide Warehouse Structure for Your Logical Data Model 3 Base fact columns versus derived fact columns The types of fact columns are base fact columns and derived fact columns: • Base fact columns are represented by a single column in a fact table. including Item_Mnth_Sls and City_Ctr_Sls. The following diagram shows an example of a fact table and base fact columns: • Derived fact columns are created through a mathematical combination of other existing fact columns. Also.

Day_id. see the MicroStrategy Advanced Reporting Guide. The Sales and Inventory facts can be analyzed at the item. The advantage of storing derived fact columns in the warehouse is that the calculation of data is previously performed and stored separately. You can create the same type of data analysis in MicroStrategy with the use of metrics. and call center levels because those levels exist as ID columns in the fact table. see How facts are defined. page 97. Fact table levels: The context of your data Facts and fact tables have an associated level based on the attribute ID columns included in the fact table. day. Inc.3 Warehouse Structure for Your Logical Data Model Project Design Guide Because facts in different fact tables are typically stored at different levels. and Call_Ctr_id columns in the table above represent practical levels at which sales and inventory data can be analyzed on a report. the following image shows two facts with an Item/Day/Call Center level. The Item_id. . For more information on what metrics are and how to create them. which translates into simpler SQL and a speedier query at report run time. The disadvantage is that derived fact columns require more storage space and more time during the ETL process. For example. There are advantages and disadvantages to consider when deciding if you should create a derived fact column. For more information on the different types of facts in MicroStrategy and how they are defined. 48 Tables: Physical groupings of related data © 2007 MicroStrategy. Metrics allow you to perform calculations and aggregations on fact data from one or more fact columns. derived fact columns can only contain fact columns from the same fact table.

These naming inconsistencies occur because source systems use different naming conventions to name the data they collect. and in one source system regions are identified by column name Region_id and in the other the column name is Reg_id. Homogeneous versus heterogeneous column naming Suppose the data warehouse has information from two source systems. as shown in the diagram below. they store the same data: information about regions. notice that the table above does not include the Customer_id column. Inc.Project Design Guide Warehouse Structure for Your Logical Data Model 3 You do not need to include more lookup column IDs than are necessary for a given fact table. The levels at which facts are stored become especially important when you begin to have complex queries with multiple facts in multiple tables that are stored at levels different from one another. This is called heterogeneous column naming. and when a reporting request involves still a different level. Tables: Physical groupings of related data 49 . Though the Region_id and Reg_id columns have different names. For example. © 2007 MicroStrategy. Fact tables should only include attribute ID columns that represent levels at which you intend to analyze the specific fact data. You must be able to support fact reporting at the business levels which users require. this is because analyzing inventory data at the customer level does not result in a practical business calculation.

consider the heterogeneous column names that may exist in your source systems. you must map both the Region_id and Reg_id columns to the attribute so all information about regions is calculated correctly and displayed on reports when the Region attribute is used. heterogeneous columns must be mapped to their corresponding facts and attributes. In this case. if you create a Region attribute given the tables in the example above. as shown in the following diagram: 50 Tables: Physical groupings of related data © 2007 MicroStrategy. This explains why the same information about regions is represented by two columns with different names. the Region_ID column has the same name in both tables. This is called homogeneous column naming. In order for reports to retrieve accurate and complete results. it is a good idea for columns that contain the same data to have the same column name. Inc. For consistency. .3 Warehouse Structure for Your Logical Data Model Project Design Guide The data for the Lookup_Region table came from a different source system than the data for the Lookup_Call_Ctr and the source systems have different naming conventions. For example. When you define facts and attributes in MicroStrategy Desktop.

is used to organize the physical schema to enhance query performance while maintaining and acceptable amount of data storage space. it is also possible for the same fact data to exist in different fact tables. the available storage space. A fact column may or may not have the same name in different tables. or a combination of them.Project Design Guide Warehouse Structure for Your Logical Data Model 3 Just as it is possible for the same attribute data to exist in different lookup tables. How you choose to structure the warehouse depends on the nature of your data. Typically. as shown below: Schema types: Data retrieval performance versus redundant storage There are many ways to structure your data warehouse and no method is inherently right or wrong. Inc. 51 . one of the schema types. and the requirements of your user community. These schema types are: • • • Highly normalized schema: Minimal storage space Moderately normalized schema: Balanced storage space and query performance Highly denormalized schema: Enhanced query performance Schema types: Data retrieval performance versus redundant storage © 2007 MicroStrategy.

such as Call_Ctr_id. With no data redundancy. The schema examples that follow show data at the Item/Call Center/Date level. The sections below are not meant to be an exhaustive list of all possible schema types. as shown in the figure below. • Joins are SQL operations that are required to combine two tables together in order to retrieve data. data only has to be updated in a single place. the sections below are meant to give a description of the most common or general schema types that are used to develop a physical warehouse schema. and 52 Schema types: Data retrieval performance versus redundant storage © 2007 MicroStrategy. In highly normalized schemas. Fact table keys consist of attribute keys relevant to the level of data stored in the table. . and Region_id. Dist_Ctr_id. Dist_Ctr_desc. but as with any operation performed on your data warehouse. The most obvious drawback is that redundant data requires more storage space to hold the same amount of data as a system with no redundancy. • Highly normalized schema: Minimal storage space The following diagram is an example of a highly normalized schema.3 Warehouse Structure for Your Logical Data Model Project Design Guide In each of these schemas a base fact table and any number of aggregate fact tables are used (For more information on aggregate fact tables. However. see Using summary tables to store data: Aggregate tables. lookup tables contain unique developer-designed attribute keys. Inc. such as Call_Ctr_desc. These operations are necessary. the number of joins required to build your queries affects the performance of those queries. They also contain attribute description columns. Data redundancy also makes updating data a more intensive and difficult process because data resides in multiple places. page 241). you should keep in mind the following concepts: • Redundant data can cause a couple of drawbacks. When comparing the different schema types.

Schema types: Data retrieval performance versus redundant storage 53 . Inc.Project Design Guide Warehouse Structure for Your Logical Data Model 3 Region_desc. © 2007 MicroStrategy. Also. the lookup table for an attribute contains the ID column of the parent attribute. such as Dist_Ctr_id in the Lookup_Call_Ctr table.

multiple tables must be joined until the required column is found. Inc.3 Warehouse Structure for Your Logical Data Model Project Design Guide The following diagram shows what physical lookup tables look like in the warehouse: One benefit of using a highly normalized schema is that it requires minimal storage space in the warehouse because of it uses smaller lookup tables than the other schema types. . This is because each table contains only a small amount of information about a given attribute. The difference 54 Schema types: Data retrieval performance versus redundant storage © 2007 MicroStrategy. This schema type has the same basic structure as the highly normalized schema. When accessing higher-level lookup tables such as Lookup_Region in the example above. therefore. Moderately normalized schema: Balanced storage space and query performance The following diagram shows an example of a moderately normalized schema. However. numerous joins are required to retrieve information about the higher-level tables. there is a drawback to using only small tables in the data warehouse.

© 2007 MicroStrategy. Schema types: Data retrieval performance versus redundant storage 55 . Inc.Project Design Guide Warehouse Structure for Your Logical Data Model 3 here is the higher-level attribute ID columns are present within all tables of related attributes. For example. Region_id is included in the Lookup_Call_Ctr table.

Because the ID columns of both the parents and grandparents of an attribute exist in multiple tables. A highly denormalized schema has the same basic structure as the other two schema types. since some tables contain the same ID columns (as shown above with the Region_ID column). Inc. Highly denormalized schema: Enhanced query performance The following diagram is an example of a highly denormalized schema. fewer joins are required when retrieving information about an attribute. The following diagram shows what the physical lookup tables look like in the warehouse.3 Warehouse Structure for Your Logical Data Model Project Design Guide The fact table structure within a moderately normalized schema is identical to that of the highly normalized schema. . Using a moderately normalized schema provides a balance between the pros and cons of normalized and denormalized schema types. the tables within this type of schema take up some redundant storage space in the warehouse. However. With 56 Schema types: Data retrieval performance versus redundant storage © 2007 MicroStrategy.

but the description columns are present as well. this schema type requires the largest amount of storage space within the warehouse because of its large lookup tables. Region_desc is included in the Lookup_Call_Ctr table. Inc. Schema types: Data retrieval performance versus redundant storage 57 . For example. © 2007 MicroStrategy. However. High denormalized schemas also cause the highest level of data redundancy. not only are higher-level attribute ID columns present within all related tables.Project Design Guide Warehouse Structure for Your Logical Data Model 3 this type. and Region along with Sales Dollars in the same report while only having to join the Lookup_Call_CTR and Fact_Sales tables. For example. you can include the descriptions of Call Center. Using a highly denormalized schema further reduces the joins necessary to retrieve attribute descriptions. Distribution Center. This is possible because Lookup_Call_CTR contains all information (including description data) for Call Center as well as for Distribution Center and Region.

. In a star schema. as shown below. each hierarchy (for example. As with a highly denormalized schema type. Arranging the warehouse schema this way produces a star schema. as shown below: As with any schema type model there are advantages and disadvantages to using a star schema. star schemas can often 58 Schema types: Data retrieval performance versus redundant storage © 2007 MicroStrategy. however.3 Warehouse Structure for Your Logical Data Model Project Design Guide Star schema: Consolidating lookup tables When using the highly denormalized schema. A star schema can also reduce the amount of storage space necessary in a highly denormalized schema. Inc. it is possible to eliminate most of the lookup tables and leave just a few. the lookup tables are consolidated so that every attribute ID and description column for a given hierarchy exists in one table. In this type of schema. only one lookup table is used to contain all of the attribute IDs and description columns for a given hierarchy. geography) consists of several lookup tables. However. Recall that in a highly denormalized schema. the amount of join operations are reduced by using a star schema.

The following diagram shows the three major requirements that must be balanced to create an effective system. Design trade-offs 59 . For example. Each of these categories affects the others. You must decide which factors are most important in your particular environment and weigh them against the other factors. If you try to satisfy every single user requirement from the simplest to the most complex. you will have to create an extensive data model and schema to support those requirements. However. SQL queries directed at a consolidated table require the use of a DISTINCT operator and these types of queries tend to be very © 2007 MicroStrategy. Design trade-offs Constructing a logical data model and physical warehouse schema is an iterative process of compromises and trade-offs.Project Design Guide Warehouse Structure for Your Logical Data Model 3 require large lookup tables that can take a more time to search than the smaller tables that are used in the other schema types. This results in an increased load on the warehouse. if you have the storage space necessary to accommodate data in a star schema it may seem that you would never want to normalize your schema. and greater maintenance for the database administrator. slower query performance. Inc.

you may need higher level lookup tables to take advantage of aggregate tables. The use of a resource-intensive DISTINCT query could therefore negate any performance gain achieved by reducing the number of joins between higher-level lookup tables. Schema Type Highly normalized schema Lookup Table Structure • Attribute ID • Attribute description column • ID column of parent • Attribute ID • Attribute description column • ID column of parent • ID column of grandparents Advantages Minimal storage space and minimal data redundancy which makes updating data less intensive than for the other schema types Greatly reduces the number of joins necessary to relate an attribute to its grandparents as compared to a highly normalized schema Disadvantages Requires numerous joins to retrieve information from higher-level lookup tables Moderately normalized schema Requires some redundant storage 60 Schema type comparisons © 2007 MicroStrategy. Schema type comparisons One way to achieve a balance of the various trade-offs in your schema design is to use a variety of schema types in your physical warehouse schema. which are discussed in Using summary tables to store data: Aggregate tables. page 60. For more comparisons between the different schema types described in this chapter. see the following section Schema type comparisons. You can even use different schema types within the same hierarchy. Inc.3 Warehouse Structure for Your Logical Data Model Project Design Guide expensive in terms of database resources and processing time. . In addition to the previous points. page 241. One hierarchy can be highly normalized while another can be highly denormalized. The table below compares the different schema types.

As facts and attributes are the cornerstones of the reports you intend to create using MicroStrategy. © 2007 MicroStrategy. Schema type comparisons 61 .Project Design Guide Warehouse Structure for Your Logical Data Model 3 Schema Type Highly denormalized schema Lookup Table Structure • Attribute ID • Attribute description column • ID column of parent • description column of parent • ID column of grandparents • description column of grandparents • Consolidates an entire hierarchy into a single lookup table Advantages Further reduces joins necessary to retrieve attribute descriptions as compared to a moderately normalized schema Disadvantages Requires the most storage space and redundant data requires a more intensive process to update Star schema • Further reduces joins necessary to retrieve attribute descriptions as compared to a moderately normalized schema • Requires less storage space and data redundancy than a highly denormalized schema and thus data is easier to update Large lookup tables can negatively affect query performance when searching tables and requiring DISTINCT operations to be performed Now that you have gained an understanding of data modeling and the roles of facts and attributes. it is essential to understand the structure of each of these schema objects before creating a project. you can learn about these same schema objects in terms of how they exist in the MicroStrategy environment. Inc.

. Inc.3 Warehouse Structure for Your Logical Data Model Project Design Guide 62 Schema type comparisons © 2007 MicroStrategy.

see Chapter 1. For definitions and descriptions of the components within the MicroStrategy platform that allow you to create and analyze your business intelligence applications. Inc. 63 . To see a sample project.4 4. The Tutorial is a sample data warehouse and demonstration project you can use to learn about the various features of the MicroStrategy platform. For more information about the © 2007 MicroStrategy. CREATING AND CONFIGURING A PROJECT Introduction Once you create a logical model of your business data and arrange the data within the data warehouse. This chapter guides you through the first few major steps involved in creating a project in MicroStrategy. BI Architecture and the MicroStrategy Platform. access the MicroStrategy Tutorial provided with the MicroStrategy platform. It is ready to be used and requires no additional configuration tasks. you are ready to create a project in MicroStrategy.

application objects. MicroStrategy Tutorial. see Appendix A. Metadata is stored in a relational database with a predefined structure. 64 Project connectivity components © 2007 MicroStrategy. The RDBMS for the metadata and warehouse do not need to be the same. . To view the structure of the MicroStrategy Tutorial. It is intended to familiarize you with some of the terms discussed in this guide.4 Creating and Configuring a Project Project Design Guide Tutorial. configuration objects. Project connectivity components This section defines some of the basic terminology used in project creation in MicroStrategy Desktop. refer to the MicroStrategy Basic Reporting Guide. MicroStrategy metadata All schema objects. and project settings are stored in the MicroStrategy metadata. Inc.

A connection to a metadata repository is achieved in one of two ways: • Direct or two-tier mode ( ): Connects to the metadata by specifying a DSN. © 2007 MicroStrategy. then MicroStrategy. login. This first step in the project creation process is outlined in Creating the metadata repository. The metadata shell is the set of blank tables that are created when you initially implement a MicroStrategy business intelligence environment. You create the metadata shell with the MicroStrategy Configuration Wizard. In MicroStrategy Desktop. page 71. It is highly recommended that you never use direct mode connection in a production environment. To view the readme from the Start menu select Programs. Inc. MicroStrategy strongly suggests you always connect to the metadata through Intelligence Server because of the security and scalability it provides. which creates the blank tables and populates some of the tables with basic initialization data. and then select ReadMe. and password to a metadata repository. Project source The project source is a configuration object which represents a connection to a metadata repository. Project connectivity components 65 . the project source appears in the Folder List with an icon that varies depending on the type of connection it represents. the necessary tables to hold the data must be present.Project Design Guide Creating and Configuring a Project 4 You can find the list of supported RDBMS platforms in the readme file that is installed with MicroStrategy products. You should not connect directly to the metadata unless you are implementing a prototype environment. Metadata shell Before you can populate the metadata repository with data.

enforces security. and Intelligence Server is the third tier. The project metadata is the first tier. schema objects. the same metadata repository can be accessed by multiple project sources. A four-tier connection is a Server (three-tier) connection in conjunction with MicroStrategy Web deployed on a web server. A project source may contain any number of projects. and configuration objects from any number of projects defined within this project source (see MicroStrategy metadata. Intelligence Server. For these reasons. . A project source connects to a single metadata repository.4 Creating and Configuring a Project Project Design Guide • Server or three-tier mode( ): Connects to the metadata by pointing to an Intelligence Server definition. page 8 for definitions of these object types). However. Intelligence Server is a necessary part of any production project. MicroStrategy Desktop is the second tier. This includes application objects. Inc. and MicroStrategy Desktop. After the connection to the metadata is established. every object definition you create within this project source is stored in this metadata. This is the type of connection used to create a production-ready project in MicroStrategy. which in turn governs and validates the connection to the metadata. The following diagram illustrates Server connectivity between a MicroStrategy metadata repository. and ensures metadata integrity. 66 Project connectivity components © 2007 MicroStrategy. Intelligence Server manages all connections to databases.

A project also represents the intersection of a data source. Project A project is where you build and store all schema objects and information you need to create application objects such as reports in the MicroStrategy environment. page 72.Project Design Guide Creating and Configuring a Project 4 Database instance The database instance is a configuration object that represents a connection to a data source. For more information on what a project is in MicroStrategy. When you define a project. Project connectivity components 67 . © 2007 MicroStrategy. Inc. page 14. see MicroStrategy project. see the MicroStrategy Installation and Configuration Guide. Connecting to a data source through a database instance is explained in detail in Connecting to a data source. For information on database instances. metadata repository. and user community. you specify the data source location by creating and selecting a database instance with the appropriate connection parameters.

Bear this process in mind as you proceed through the rest of this guide. 1 Creating the metadata repository The metadata repository contains the objects and definitions associated with your project. . you can begin to build an understanding of how these various pieces work together to provide an integrated business intelligence environment as shown in the following diagram. project sources. Inc. database instances.4 Creating and Configuring a Project Project Design Guide Summary of project connectivity With a firm understanding of the MicroStrategy metadata. These steps provide you with a high-level view of the project creation process. Creating a project The following procedure describes the main steps to create a MicroStrategy project. It acts as the 68 Creating a project © 2007 MicroStrategy. and projects.

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intermediary between your business data and your reporting environment. Therefore, the first step in the project creation process is to create a metadata repository. For detailed instructions, see Creating the metadata repository, page 71. 2 Connecting to the metadata repository and data source Once the metadata repository is created and populated with initialization data, you must establish connections to both the metadata repository and data source. For detailed instructions, see Connecting to the metadata repository and data source, page 71. 3 Creating the project Having created a metadata repository and established the necessary connections between the different parts of your MicroStrategy environment, you are ready to create the basic definition of your project. For detailed instructions, see Creating the project, page 73. 4 Creating facts and attributes Schema objects such as facts and attributes are the basic components of the logical structure of a project. The business data your user community wants to report on is represented by schema objects in MicroStrategy. Therefore, it is necessary to setup schema objects before reports can be created. This step is covered in Creating facts and attributes, page 82 of this chapter. You can use Query Builder or Freeform SQL to create schema objects as you design reports. For more information for these features, see the MicroStrategy Advanced Reporting Guide.

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5 Configuring additional schema-level settings Once you create the initial schema objects, you can configure additional schema-level settings that allow you to add complexity and depth to objects in your project and to the project as a whole. For example, you can create advanced facts and attributes to retrieve specific result sets. You can also use attributes to create time-series analysis schema objects called transformations and implement various tools to optimize and maintain your project over time. For information about: • • • Advanced fact creation, see Creating and modifying simple and advanced facts, page 91. Advanced attribute creation, see Adding and modifying attributes, page 134. Hierarchies and hierarchy creation, see Chapter 7, Creating Hierarchies to Organize and Browse Attributes. Transformations and transformation creation, see Chapter 9, Creating Transformations to Define Time-Based and Other Comparisons. Project optimization and maintenance, see Chapter 8, Optimizing and Maintaining Your Project. The steps listed above relate to the process of creating a project which connects to a database or other data source such as a text file or Excel file. MicroStrategy also supports connecting to data stored in SAP BW, Microsoft Analysis Services 2000 and 2005, and Hyperion Essbase systems. When integrated with MicroStrategy, these systems are referred to as OLAP cube sources. You can connect to any of these OLAP cube sources to report and analyze the data concurrently within a project that also connects to a database, or you can create a a standalone connection to your OLAP cube source (see Appendix B, Connecting to OLAP Cube Sources).

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Creating the metadata repository
Your first step in project creation is to create a metadata repository. This repository stores all the objects necessary to support your project. You can create an empty metadata repository in the database location of your choice using the Metadata Tables option in the Configuration Wizard. Before proceeding to the next section, make sure your metadata repository exists in a non-Microsoft Access database. An Access database is unsuitable for a production project. Create a metadata repository using the guidelines outlined in the Configuring and Connecting Intelligence Server chapter of the MicroStrategy Installation and Configuration Guide. When you create the metadata repository, MicroStrategy creates a default configuration in the repository. The default configuration populates the tables with the basic data required for the metadata, such as the default project folder structure and basic connection information. These tables are populated with your project information during the project creation step in the Project Creation Assistant, outlined in Creating the project, page 73. For instructions on creating a metadata repository in a database, see the MicroStrategy Installation and Configuration Guide.

Connecting to the metadata repository and data source
Once you have created a metadata repository, your next step is to connect MicroStrategy Desktop to the metadata repository and to your data source.

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Connecting to the metadata repository
You connect to the metadata repository in MicroStrategy Desktop or Web through a project source. Recall that a project source is a pointer to a metadata repository. It connects either through a DSN that points to the appropriate database location or by pointing to an instance of Intelligence Server which, in turn, points to the metadata repository location. To configure Intelligence Server and establish a server connection between the metadata, Intelligence Server, and MicroStrategy Desktop, follow the steps in the MicroStrategy Installation and Configuration Guide.

Connecting to a data source
A data source contains the business data from which you intend to gain analytical insight. Once you connect to the metadata repository through Intelligence Server, your next step is to create a connection to the data source to which your project can connect. You connect to the data source by creating a database instance in MicroStrategy Desktop. Create a database instance using the procedures outlined in the Configuring and Connecting Intelligence Server chapter of the MicroStrategy Installation and Configuration Guide. When you create a project, you must assign a database instance to that project. A project specifies only one database instance at a time, but a database instance can be assigned to multiple projects.

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MicroStrategy also allows you to connect to your SAP BW, Microsoft Analysis Services, and Hyperion Essbase data sources. For information about connecting to these OLAP cube sources, see Appendix B, Connecting to OLAP Cube Sources.

Creating the project
You can now begin building the MicroStrategy project that connects to the metadata repository and data source. Project creation involves creating a basic project definition and creating your project’s first schema objects. There are several methods for creating and editing a project, which includes: • Creating a test or prototype project using Project Builder With Project Builder, you can build project prototypes for proof-of-concept tests with your own data. Project Builder is best suited for creating a test project, and it is not intended to create production projects. • Creating a production project using Project Creation Assistant This section guides you through the creation of a production-ready MicroStrategy project. The following table compares the main features of both the Project Creation Assistant and Project Builder. Use the table to determine the project creation tool that best suits your needs.
Features Intended audience Project type Complexity Project Creation Assistant Advanced users Production-ready or other large projects Extensive features require more project design knowledge Project Builder Newer users Test or basic projects Easier to use but fewer features

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Features

Project Creation Assistant Advanced; can create the following objects and more: • multiple tables, attributes, and facts at once • attributes with many-to-many and joint child relationships A variety of databases and other data sources

Project Builder Limited; cannot be used to create multiple schema objects at once, but can be used to create basic hierarchies and metrics

Functionality

Metadata repository type Metric and report creation

Microsoft Access

No, must be done after project creation Yes, basic metrics and reports only

Creating a test or prototype project using Project Builder
Project Builder is a wizard that allows you to create simple MicroStrategy projects quickly and efficiently. Project Builder was created with speed in mind; thus it provides only a subset of the features and functionality of the Project Creation Assistant. It allows you to rapidly create user hierarchies and simple metrics and reports. With Project Builder, you can build project prototypes for proof-of-concept tests with your own data and simple yet functional projects. To create a project for your production environment, it is highly recommended you follow the steps outlined in Creating a production project using Project Creation Assistant, page 75. The Project Creation Assistant can add greater functionality and capability to your project in your production environment. To learn more about Project Builder, proceed through this section. You can also refer to the Introduction to MicroStrategy: Evaluation Guide and the Project Builder online help (press F1 from within Project Builder).

Using Project Builder
By default, Project Builder uses a Microsoft Access database for the metadata repository. A Microsoft Access database is suitable for creating the metadata repository for a prototype

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project, but not a production project. You should not use Microsoft Access for anything other than a proof-of-concept or demonstration type of application. You can use Project Mover to move a demonstration project into a production-ready database (see the System Administration Guide.) Project Builder contains the following options that assist you in creating a prototype project: • My Database allows you to name the project and select the database that contains the business information you want to analyze with the project you create. My Business Model allows you to identify relationships that define the business information in your database. Project Builder uses this structure to help you analyze the data. My Reports allows you to use the attributes and metrics you defined using My Business Model, to create a variety of reports. These reports are based on pre-defined templates. You can also preview and run the reports. You can learn about creating and designing reports in more detail in the MicroStrategy Basic Reporting Guide. To access Project Builder from the Start menu select Programs, then MicroStrategy, then Desktop, and then select Project Builder.

Creating a production project using Project Creation Assistant
This section describes how to create a Server-connected (three-tier) project for your production setup using MicroStrategy Desktop. It is assumed you intend to implement Intelligence Server in your business intelligence environment as the means of connecting to your project as opposed to using a two-tier setup.

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Creating a project using the Project Creation Assistant in MicroStrategy Desktop provides advanced functionalities and greater complexity to your project than Project Builder. It allows you to create a new project and add the following objects to it or to an existing project: • • • Tables Facts Attributes

With the Project Creation Assistant you create and configure a project and some of the essential schema objects that reside within it. The intended audience for this tool includes experienced project creators who have planned all their facts, attributes, and data relationships. This information is covered elsewhere in this guide. For a listing of information covered in specific chapters, see Planning your project below. The main advantage of the Project Creation Assistant over Project Builder is its ability to create multiple schema objects at once. Since you can efficiently add multiple tables and develop numerous attributes and facts, it is especially useful for large projects which contain many tables and schema objects. With the Project Creation Assistant you can also create attributes with many-to-many relationships.

Planning your project
Before using the Project Creation Assistant, you should plan your project and consider the following: • The logical data model you intend to use for this project; logical data models are covered in Chapter 2, The Logical Data Model. The tables to use in the project; physical warehouse schema models are covered in Chapter 3, Warehouse Structure for Your Logical Data Model. The facts to include in the project and the data types used to identify them; facts are covered in Chapter 5, The Building Blocks of Business Data: Facts.

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The attributes to create in the project and the data types used to identify them, including: The description column name for each attribute. Any other attribute forms for each attribute. The child attributes for each attribute. Attributes are covered in Chapter 6, The Context of Your Business Data: Attributes.

Creating a new project using the Project Creation Assistant
Once you have planned your project and completed the prerequisites, you can use the Project Creation Assistant to build the project and populate the metadata based on the data structures present in your data warehouse. The steps of the Project Creation Assistant are: 1 Initialize/create the project. Initializing the project means giving the project a name and selecting the metadata repository in which to create the project—that is, the project source. After you specify these settings, the shell of a project is created in the metadata. This configures the folder structure and default connectivity settings. Be aware that this process can take some time to complete. 2 Select tables from the Warehouse Catalog. In this step, you use the Warehouse Catalog to specify which data warehouse tables to include in your project. 3 Create facts. 4 Create attributes. You should complete all the steps in the Project Creation Assistant at the same time. While you can save an incomplete project definition, you cannot finish creating it later with the Project Creation Assistant. Instead, you must complete it using the
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For more details on how to setup HTML documents for a project.4 Creating and Configuring a Project Project Design Guide appropriate interface. The New Project page opens. To create a project source which connects to your data through Intelligence Server. Inc. select Create New Project. 78 Creating the project © 2007 MicroStrategy. or Attribute Creation Assistant. . and default document directory location for the project. see the Configuring and Connecting Intelligence Server chapter of the MicroStrategy Installation and Configuration Guide. such as the Warehouse Catalog. To create a new project using the Project Creation Assistant 1 Log in to a project source in MicroStrategy Desktop. 2 From the Schema menu. see the MicroStrategy Installation and Configuration Guide. The Project Creation Assistant opens. Fact Creation Assistant. description. as shown below: 3 Click Create project. The default document directory for a project is the directory location to store all HTML documents. 4 Enter the name.

a language check ensures that the language settings of the user profile of the local machine (the CURRENT_USER registry key). The Warehouse Catalog lists all the tables in the data source to which you are connected through your database instance and to which your database login has read privileges. From this list. Inc. 7 Click OK. Adding tables using the Warehouse Catalog The warehouse tables for a project determines the set of data available to be analyzed in the project. 8 Enter a valid login ID and password and click OK. When these properties do not match. fact. The Project Creation Assistant creates an empty project in the metadata repository.Project Design Guide Creating and Configuring a Project 4 5 To support anonymous authentication mode for guest users for this project. Proceed to the next section to determine the tables to be used in your project. and the Project locale property match. You use the Warehouse Catalog to add warehouse tables to your project. When you create a new project. Creating the project 79 . select the project source in which you created the database instance to connect to your metadata repository. it can lead to inconsistencies in the language display. The Warehouse Catalog queries the data source and lists the tables and columns that exist in it. The Login dialog box opens. and relationship tables to use in your new © 2007 MicroStrategy. If you are not authorized by your database or system administrator to create projects in the data source you have selected. the language of the local machine (the LOCAL_MACHINE registry key). select Enable the guest user account for this project. you cannot proceed to the next step. 6 From the Project Source drop-down list. The language check prevents these inconsistencies and ensures that the language display is consistent across the project. you select the lookup.

You should also include all other tables needed to complete your project. select Select tables from the Warehouse Catalog. The Warehouse Database Instance dialog box opens. MicroStrategy schema objects such as attributes. and partition mapping tables. Database instances and database logins are MicroStrategy objects that determine the warehouse to which a project connects. they become schema objects known as logical tables in MicroStrategy. The Warehouse Catalog opens. and tables are abstractions built on top of the tables and columns in the data source. including transformation tables. aggregate tables. and are discussed in detail in Appendix C. To add and remove tables to the project using the Warehouse Catalog 1 In the Project Creation Assistant.4 Creating and Configuring a Project Project Design Guide project. 2 Select a database instance from the drop-down list and click OK. refer to the MicroStrategy Installation and Configuration Guide. Logical Tables. Once tables are selected from the data source and added to your project. Logical tables are representations of the tables that are available in the data warehouse. facts. To learn more about these objects. 80 Creating the project © 2007 MicroStrategy. The database instance selected in this dialog box determines which data source is accessed. You can edit your database instance by clicking Edit. Inc. . The database login you use must have read privileges so you are able to view the tables in the selected warehouse.

For more information on these abilities and how to use them. if any: 4 From the left side. Click << to remove all the tables from your project. select the tables you want to add to the Warehouse Catalog. Creating the project 81 . 5 To remove tables from your project. Inc. select them from the right side and click < to remove them. see Managing warehouse and project tables. page 221. © 2007 MicroStrategy. copy a table. The list on the right shows all the tables currently being used in the project.Project Design Guide Creating and Configuring a Project 4 3 The left side of the Warehouse Catalog lists all available tables and the number of rows each table contains. specify a table prefix. or specify a database instance for a table. For example you can view rows in a table. Warehouse Catalog options 6 Right-clicking any table provides you with additional Warehouse Catalog functionality. Click >> to add all the listed tables. and click > to add the selected tables.

The Building Blocks of Business Data: Facts and Chapter 6. Creating facts and attributes This step in the project creation process involves using the Project Creation Assistant to create two kinds of schema objects: facts and attributes. see Adding and removing tables for a project. click Save and Close to save your changes to the Warehouse Catalog.4 Creating and Configuring a Project Project Design Guide 7 To set advanced options you can click Options on the Warehouse Catalog toolbar. however. Inc. customize how tables and columns are read from the database system catalog. page 82 and Configuring additional schema-level settings. page 226. Before you create facts and attributes. 8 In the toolbar. page 83 to learn how to create these schema objects and configure additional schema-level settings for those objects. display extra table and row information. For more information on these abilities and how to use them. 82 Creating facts and attributes © 2007 MicroStrategy. . Follow the instructions outlined in Creating facts and attributes. and decide whether schema objects are mapped automatically or manually. you can change the database instance. The table definitions are written to the metadata. The Context of Your Business Data: Attributes. This process can take some time to complete. After exiting the Project Creation Assistant. you can still access the Warehouse Catalog to add additional tables. it is important to understand what facts and attributes are and the defining characteristics of each. The next step in the Project Creation Wizard involves creating schema objects: facts and attributes. For example. see Modifying data warehouse connection and operation defaults. page 220. For steps to access the Warehouse Catalog to add tables to a project. This information is covered in Chapter 5.

Project Design Guide Creating and Configuring a Project 4 Configuring additional schema-level settings The final step in the project creation process involves configuring additional schema-level settings to add more analytical depth to your schema objects and optimize the project as a whole. Creating Transformations to Define Time-Based and Other Comparisons. Advanced configurations: These objects include transformations. which are schema objects used for time-series analysis. and configure facts. The tools used to create aggregate tables and partitions are the Warehouse Catalog. Attribute definitions: The Attribute Editor allows you to create and edit attributes. User hierarchies: The Hierarchy Editor allows you to create user hierarchies. and attribute form expressions. This is covered in Adding and modifying attributes. aggregate tables. and the Warehouse Partition Mapping Editor. • • • © 2007 MicroStrategy. This is covered in Chapter 7. page 134. attribute forms. These settings include: • Fact definitions: The Fact Editor allows you to create. which facilitate access to attribute and element browsing and drilling. proceed to the chapters referenced above to complete the next steps in the project creation process. page 91. Inc. Optimizing and Maintaining Your Project. Configuring additional schema-level settings 83 . Creating Hierarchies to Organize and Browse Attributes. Now that you have completed most of the key steps in creating a new project. the Metadata Partition Mapping Editor. edit. and partitioning and partition mappings: The Transformation Editor allows you to create transformations. This information is covered in Chapter 8. This is covered in Creating and modifying simple and advanced facts. Transformations are covered in Chapter 9.

see Appendix B. Connecting to OLAP Cube Sources. and metrics and attributes are essential components of reports. and Hyperion Essbase data sources. for creating reports in MicroStrategy Web. Proceed to the chapters listed above to add analytical depth and more functionality to your project. refer to the MicroStrategy Basic Reporting Guide and the MicroStrategy Advanced Reporting Guide. and other report objects. refer to the Deploying your Project with MicroStrategy Web chapter of the MicroStrategy Installation and Configuration Guide. Microsoft Analysis Services. Inc. • 84 Deploying your project and creating reports © 2007 MicroStrategy. and other report objects such as filters. the project you deploy will contain only basic facts and attributes. you can deploy it to your user community using MicroStrategy Web. Metrics. are beyond the scope of this guide. For information about connecting to OLAP cube sources. Keep in mind. see the Creating Freeform SQL reports chapter in the MicroStrategy Advanced Reporting Guide. that if you completed only the steps in this chapter. custom groups. . For information on how to use your own customized SQL statements to create reports. You can also begin creating reports in MicroStrategy Desktop and MicroStrategy Web. For a complete discussion of metrics. however.4 Creating and Configuring a Project Project Design Guide Deploying your project and creating reports After you create a project. reports. filters. Facts are used to create metrics. To learn more about how to deploy your project using MicroStrategy Web. see the MicroStrategy Web online help. Facts and attributes provide the backbone of the reports and documents created by report designers. Note the following: • MicroStrategy allows you to connect to your SAP BW. refer to the MicroStrategy Basic Reporting Guide. For information about creating reports in MicroStrategy Desktop. and prompts.

which are used in the majority of analyses and reports that users can create with MicroStrategy. Facts generally represent the answers to the business questions on which users want to report. They relate numeric data values from the data warehouse to the MicroStrategy reporting environment. The facts you create in MicroStrategy allow users to access data stored in the data warehouse. For example. Facts form the basis for metrics. In the MicroStrategy environment. Inc. you want to analyze the amount of sales at a certain store during January. In this case. facts are schema objects created by and shared between MicroStrategy users. In a MicroStrategy project. Facts and attributes are necessary to define projects. THE BUILDING BLOCKS OF BUSINESS DATA: FACTS Introduction Facts are one of the essential elements within the business data model.5 5. © 2007 MicroStrategy. 85 . As the project designer. the amount of sales represents the fact. facts are numeric data and attributes are contextual data for the facts. and the store and month represent attributes.

Facts are based on physical columns within tables in the data warehouse. Facts are stored in the data warehouse in fact tables. Users can then use these facts and attributes as building blocks for metrics and reports. as shown below. These fact tables are composed of different columns. 86 © 2007 MicroStrategy. Inc. . This data is used to create a metric (such as profit) which is a business measure. Each cell in the columns represents a specific piece of information.5 The Building Blocks of Business Data: Facts Project Design Guide you must create projects that contain facts and attributes. that column is accessed to retrieve the necessary data. When fact information is requested for a report in MicroStrategy.

The later sections discuss conceptual information on facts. While creating facts is a major step in the initial creation of a project. Creating and modifying simple and advanced facts. facts do not describe data. It is important to understand how to define facts because facts are the basis for almost all metrics. This section provides steps to create facts at different phases of the project design process. and cost. The procedures to perform these tasks are discussed in the first section (Creating facts. Facts are the actual data values stored at a specific fact level. Inc. simple facts as part of the initial project design effort or later in a project’s life cycle. simple facts. Creating facts A fact has two common characteristics: it is numeric and it is aggregatable. page 88 covers steps to create multiple. as well as highlight some advanced fact design techniques and procedures. Facts such as Quantity and Item Cost could exist in a warehouse containing sales and distribution data. For example. page 91 covers steps to add and modify both simple and advanced facts for an existing project. Creating facts • © 2007 MicroStrategy. profit. using different techniques and MicroStrategy interfaces: • Simultaneously creating multiple. page 87) of this chapter. Examples of facts include sales dollars. Facts also allow you to create advanced metrics containing data that is not stored in the warehouse but can be derived by extending facts. A fact entry level is the lowest set of attributes at which a fact is stored. facts such as Tenure and Compensation Cost could exist in a data warehouse that contains human resources data.Project Design Guide The Building Blocks of Business Data: Facts 5 Like other schema objects such as attributes. facts are logical MicroStrategy objects that correspond to physical columns and tables. units sold. 87 . Unlike attributes. Data warehouses contain different types of facts depending on the purpose of the data. it can often be necessary to modify and create facts throughout the life cycle of a project.

88 Creating facts © 2007 MicroStrategy. Inc. page 91. It allows you to create multiple facts in a single creation process. simple facts During your initial project design effort. is used to add advanced features to facts that already exist or to create new simple or advanced facts as your project evolves. The Project Creation Assistant utilizes the Fact Creation Wizard to help you create the facts for your initial project creation effort. fact creation and modification can be done throughout the entire life cycle of a project. You can also access the Fact Creation Wizard in MicroStrategy Desktop from the Schema menu.5 The Building Blocks of Business Data: Facts Project Design Guide Simultaneously creating multiple. . Facts can be created and modified using a number of various techniques. utilizing the following MicroStrategy tools: • The Fact Creation Wizard is a step-by-step interface that is typically used when you first create a project. • The Fact Editor. However. which is discussed in Creating and modifying simple and advanced facts. you can create multiple simple facts using the Project Creation Assistant and the Fact Creation Wizard.

select Create facts. Unlike most attributes which can access multiple columns of description information. you can only select data types for the ID columns of your facts. if you select Character and Numeric and leave the remaining check boxes cleared. For example. The Fact Creation Rules page opens. Rules help automate and govern the fact creation process. 3 The Column data type area allows you to select the column data types that are available as possible fact ID columns. a fact does not have description information. Creating facts . If the naming conventions in your warehouse do not conform to the defaults in the Fact Creation Rules page. only columns whose data types are numeric or character-based are displayed in the Fact Creation Wizard as possible columns to use for your facts. 89 © 2007 MicroStrategy. The Fact Creation Wizard opens.Project Design Guide The Building Blocks of Business Data: Facts 5 To create facts with the Fact Creation Wizard 1 In the Project Creation Assistant. Inc. Therefore. as shown below: 2 Click Define Rules to set some basic fact creation rules. Select the check boxes for the data types to be included when the wizard searches the data warehouse for available fact columns. you may need to change these rules.

8 To remove fact columns from your project. The Column Selection page opens. The selected fact definitions are stored in the metadata. 5 Click OK to accept your rule changes and return to the Fact Creation Wizard. For more information about mapping facts to heterogeneous columns. 10 Review the summary information in the Finish page and click Finish to create the facts. with columns that are not currently being used in the project listed in the Available columns pane.5 The Building Blocks of Business Data: Facts Project Design Guide 4 The Fact name area allows you to determine how to create default fact names. 90 Creating facts © 2007 MicroStrategy. The Finish page opens. – The Fact Creation Wizard cannot handle columns that hold the same information but have different column names (that is. page 129. Note the following: – You can rename any fact to make its name more user-friendly by right-clicking the fact and selecting Rename. Click << to remove all the columns in your project. 7 From the Available columns pane. Fact column selection 6 Click Next. Inc. . Select the appropriate check boxes to create the desired default fact names. select the fact columns to use for your facts and click > to add them to your project. see Facts with different column names: Heterogeneous column names. whether to replace underscores in the fact name with spaces and whether the first letter is capitalized. that is. heterogeneous columns). select them from the Facts pane and click < to move them to the left side. To continue creating a project with the Project Creation Assistant. see Simultaneously creating multiple attributes. 9 Click Next. page 102. Click >> to add all the listed columns.

you only use the Fact Creation Wizard as part of the initial project creation. it limits you to creating simple facts and does not allow you to edit existing facts. To create facts with the Fact Creation Wizard 1 In MicroStrategy Desktop. Inc. You can use the Fact Editor to edit existing facts and create fact expressions.Project Design Guide The Building Blocks of Business Data: Facts 5 Creating and modifying simple and advanced facts After you have created a project. Typically. you can use it to create one or more simple facts at the same time. Creating facts 91 . for creating most of the facts for the project. Creating one or more simple facts with the Fact Creation Wizard Although the Fact Creation Wizard is primarily used to create most of a project’s facts during initial project creation. © 2007 MicroStrategy. However. column aliases. and configure other settings. map multiple or heterogeneous columns. log in to the project source that contains your project and expand your project. level extensions. you can use either the Fact Creation Wizard or the Fact Editor to create new facts in your project: • With the Fact Creation Wizard you can: Create simple facts Create multiple facts quickly Add a large number of facts during project creation • With the Fact Editor you can: Create simple and advanced facts Edit existing facts and configure additional schema-level settings The Fact Creation Wizard can create multiple facts quickly and easily.

. see Permissions and Privileges of the MicroStrategy System Administration Guide. The Fact Creation Wizard opens. select the project to which to add additional facts.5 The Building Blocks of Business Data: Facts Project Design Guide You must use a login that has Architect privileges. For more information about privileges. Inc. select Fact Creation Wizard. page 89. 92 Creating facts © 2007 MicroStrategy. You can also use the Fact Editor to add extensions to those facts and configure additional settings within them to support various analytical requirements. Creating simple and advanced facts with the Fact Editor As your project evolves. see Permissions and Privileges of the MicroStrategy System Administration Guide. To create a simple fact with the Fact Editor 1 In MicroStrategy Desktop. To use the Fact Creation Wizard to add facts. 2 From the Folder List in MicroStrategy Desktop. you can create additional facts and modify existing facts with the Fact Editor. 3 From the Schema menu. The following procedure describes how to use the Fact Editor to create a simple fact based on a single fact column in a table. For more information about privileges. log in to the project source that contains your project and expand your project. 2 From the Folder List in MicroStrategy Desktop. follow the procedures outlined in To create facts with the Fact Creation Wizard. You must use a login that has Architect privileges. select the project to which to add additional facts.

The source table is the table or logical view that contains the fact column on which you want to base a new fact. Inc. 5 From the Available columns pane. • Automatic mapping means that MicroStrategy scans all of the tables in the project and selects all tables with the columns used in the fact expression as possible source tables for the fact. 4 From the Source table drop-down list. drag and drop a fact column into the Fact expression pane. The Fact Editor opens. – If you are creating a constant expression that is not based on a physical column in a project table. Creating facts 93 . select New. – If the same column name does not contain the same data across different tables. 6 In the Mapping area. You then select which of those tables are used as source tables for the fact. – These mapping methods are different from the automatic mapping methods for the Warehouse Catalog.Project Design Guide The Building Blocks of Business Data: Facts 5 3 From the File menu. page 231) determine whether attributes or facts are automatically mapped to new tables when they are added after an attribute or fact is created. • © 2007 MicroStrategy. and then Fact. select Automatic or Manual. Using automatic mapping in the Attribute Editor helps you decide which tables to map your facts to when creating a fact. with the Create New Fact Expression dialog box displayed on top of it. manually select the appropriate source tables for each fact. select the source table for the fact. You can then remove any tables mapped automatically or select other tables. select the tables for which you want your constant expression to apply. The Warehouse Catalog mapping methods (discussed in Mapping schema objects and calculating logical sizes for tables. Manual mapping means that MicroStrategy scans all of the tables in the project and locates all tables with the columns used in the fact expression.

refer to the MicroStrategy Desktop online help. . suppose you have a column named Sales.e. In other words. page 97. In the Fact_Sales table. click Save and Close. For detailed information about the options on each tab within the Fact Editor. If you use the Automatic mapping method in both cases. page 107. 7 Click OK to close the Create New Fact Expression dialog box.5 The Building Blocks of Business Data: Facts Project Design Guide For example. although the column name is the same in both tables (i. However. the Sales column contains discount data. in the Fact_Discount table. Fact extensions are discussed in Modifying the levels at which facts are reported: Level extensions. • Definition: This tab allows you to define fact expressions. 94 Creating facts © 2007 MicroStrategy. Extensions: This tab allows you to create fact level extensions. • • 9 When your changes are complete. as described below. When creating the Discount fact. Column aliases are discussed in Fact column names and data types: Column aliases. the Sales column contains revenue data. and create extensions. the columns contain different fact data in each table. 8 Use the tabs of the Fact Editor to define fact expressions. the MicroStrategy SQL Engine may use the incorrect column for the facts. Inc. you must select the Manual mapping method so you can select the Fact_Sales table as a source table for the Revenue fact. Column Alias: This tab allows you to create a column alias for the fact. Sales). When creating the Revenue fact. create column aliases. you must select the Manual mapping method so you can select the Fact_Discount table as a source table for the Discount fact. which exists in both the Fact_Sales table and the Fact_Discount table. Fact definitions are discussed in How facts are defined. page 105.

Creating facts 95 . navigate to the location in which to save the fact.Project Design Guide The Building Blocks of Business Data: Facts 5 10 In the Save As dialog box. open the folder that contains the fact to modify. Enter a name for the fact and click Save. You can learn how to create more advanced facts in the various sections below. 11 From the Schema menu. 2 Double-click the fact to open the Fact Editor and edit the fact. select Update Schema to update the project schema. © 2007 MicroStrategy. The fact is saved and the Fact Editor closes. Modifying simple and advanced facts To modify an existing fact 1 In MicroStrategy Desktop. Inc.

5 The Building Blocks of Business Data: Facts Project Design Guide The structure of facts As shown in the diagram below. Level extensions are discussed in detail in Modifying the levels at which facts are reported: Level extensions. unless you create a new column alias. MicroStrategy selects a default column alias depending on the type of fact. facts are made up of the following components: • The fact definition is composed of one or more fact expressions. even though it is stored at that level. The column alias stores the column name MicroStrategy uses to generate SQL statements when creating temporary tables related to the fact. page 97. Extensions can also prevent a fact from being reported at a certain level. page 105. Fact definitions are discussed in detail in How facts are defined. . Every fact must have at least one expression. Fact level extensions allow facts stored in the data warehouse at one level to be reported at an unrelated level. Level extensions are very effective for advanced data modeling scenarios. Inc. • • 96 The structure of facts © 2007 MicroStrategy. page 107. Every fact must have a column alias. Column aliases are discussed in detail in Fact column names and data types: Column aliases.

the fact expression maps the fact to the All_Sales columns in the LU_ITEM and ORDER_DETAIL tables in the warehouse. page 87. and the source tables it uses. How facts are defined 97 . some facts use more advanced expressions to perform calculations on multiple columns of data to return a single fact. multiple expressions can exist within a fact definition. How facts are defined A fact definition contains properties that define a fact and its components. However. © 2007 MicroStrategy. For a discussion of the tools used to created facts and procedures on how to use them. and often must be calculated differently from one table to the next. Fact Name Unit Price Expression All_Sales Source Tables LU_ITEM ORDER_DETAIL In the example. While the Unit Price fact only has one expression. In this case. The following table provides an example of a fact definition. The fact definition is composed of at least one fact expression and basic information about the fact. Level extensions are optional. and source tables. including the fact name. see Creating facts. both the fact definition and column alias are automatically defined. expression. During project creation with the Fact Creation Wizard. the fact expression is simply the name of the column which holds the fact data. Facts can be found in multiple tables in a warehouse schema. Inc. when you select the numeric column used to represent the fact. The fact expression contained in the definition represents how the fact is calculated by MicroStrategy. expression.Project Design Guide The Building Blocks of Business Data: Facts 5 You create facts in MicroStrategy Desktop using the Fact Creation Wizard and the Fact Editor. which includes the fact’s name.

fact expressions define how the fact is calculated. A fact definition must have one or more fact expressions. The mathematical operators that can be used in a fact expression are: • • • • Addition (+) Subtraction (-) Multiplication (*) Division (/) 98 How facts are defined © 2007 MicroStrategy. Mapping physical columns to facts: Fact expressions A fact expression maps facts to physical columns in the warehouse.5 The Building Blocks of Business Data: Facts Project Design Guide Note the following: • • Each fact expression relates to one or more related tables that contain the fact. Inc. Regardless of how it is defined. The following image illustrates a column in the fact table and the associated fact expressions: Valid fact expressions are formulas constructed from fact columns with or without numeric constants or mathematical operators. a fact expression represents a mapping to specific fact information in the warehouse. These expressions can be as simple as a fact column name from the warehouse or as sophisticated as a formula containing multiple fact column names and numeric constants. . For each of the tables.

as explained in the following sections. You may also find it helpful to use implicit facts when building metrics. if you want to build a metric defined as Sum(1). These temporary columns allow you to keep track of how many rows are returned for a certain attribute. some facts do not exist at all in the warehouse and are defined in other ways.Project Design Guide The Building Blocks of Business Data: Facts 5 Note the following: • You can use the Fact Editor to create fact expressions. page 91. However. For example. An implicit fact indicates a fact table from which to retrieve data. In other words. Implicit facts and implicit fact expressions Implicit facts are virtual or constant facts that do not physically exist in the database. For detailed information about metrics. or setting the expression to be an absolute value. Derived facts and derived fact expressions A derived fact has its value determined by an expression that contains more than just a column in a table. creates a derived fact. A fact can also be defined using an ApplySimple function. you can use implicit fact expressions to create “temporary columns” in the database with a value of “1” for every row. adding another column’s values. Any operation on a column such as adding a constant. For example. • Most facts represent physical columns in the data warehouse. although nothing is saved in a table column. where you can sum the column holding the constant to create a COUNT. Inc. How facts are defined 99 . you can define a fact equal to the constant “1”. Apply functions are discussed in the Pass-Through Expressions appendix in the MicroStrategy Advanced Reporting Guide. These steps are covered in Creating and modifying simple and advanced facts. The implicit fact can have its expression defined as a constant value. you are creating a fact © 2007 MicroStrategy. see the MicroStrategy Advanced Reporting Guide.

the columns are used to answer the business question. refer to the MicroStrategy Desktop online help. you can create such analysis in MicroStrategy with the use of metrics. Metrics allow you to perform calculations and aggregations on your fact data. . For example. 100 How facts are defined © 2007 MicroStrategy. Rather than creating a derived fact. “How much did it cost the company to create the items purchased by customers?” The following procedure describes how to create a derived fact that uses the derived fact expression described above. Sales. Using a single fact saves storage space and limits the number of SQL passes used in queries. by creating the following derived fact: Sales = Quantity_Sold * Price One advantage of creating a derived fact is that a derived fact allows one consistent fact to exist in the project in lieu of having to retrieve multiple intermediary facts from multiple tables. see the MicroStrategy Advanced Reporting Guide. This expression implies that columns containing data about the quantity of items sold and the price of those units can be multiplied to produce a useful business calculation.5 The Building Blocks of Business Data: Facts Project Design Guide from information that is available in the data warehouse. For more information on what metrics are and how to create them. For a more generalized procedure to create derived facts. a table in your data warehouse contains the following elements: Fact Table 1 Item Quarter Quantity_Sold Price You can create a new fact. Example: creating derived facts The Cost fact in the MicroStrategy Tutorial contains the derived fact expression Qty_Sold * Unit_Cost. In this case. Inc.

select Automatic.Project Design Guide The Building Blocks of Business Data: Facts 5 To create a derived fact 1 In MicroStrategy Desktop. The derived fact expression appears in the Fact expression pane in the Fact Editor. log in to the MicroStrategy Tutorial project. 7 From the Available columns list. double-click the QTY_SOLD column to add it to the Fact expression pane on the right. and then select Fact. © 2007 MicroStrategy. 8 Under Mapping method. The Fact Editor opens. The expression should appear as shown below: 10 Click OK. 6 With the cursor in the Fact expression pane. 3 From the File menu. 5 From the Available columns pane. point to New. with the Create New Fact Expression dialog box displayed on top of it. Inc. double-click the UNIT_PRICE column to add it to end of the fact expression. select the ORDER_DETAIL table. click * (multiplication operator) to add it to the expression. How facts are defined 101 . 4 From the Source table drop-down list. 9 Click Validate to check whether the syntax of the expression is correct. and open the My Objects folder. 2 Navigate to the My Personal Objects folder.

it is not necessary to update the schema. Table 2 includes a fact called Dollar_Sls. Inc. 12 Enter a name for the derived fact and click Save. at this point. When you call for the information in a report through the use of a metric. since this is only an example. Table 1 Year Dollar_Sales Table 2 Month Dollar_Sls MicroStrategy allows you to identify heterogeneous fact column names for each fact. creating a heterogeneous fact column name for dollar sales informs the system that the Dollar_Sales and Dollar_Sls columns represent the same fact. In the example above. These two items represent the same information. select Save As. both fact columns are used in the SQL. With heterogeneous column names. However.5 The Building Blocks of Business Data: Facts Project Design Guide 11 From the File menu. In the example below. two fact tables in a warehouse each contain columns for dollar sales. The Save menu opens. you must update the project schema. the same fact can access columns with different column names. 102 How facts are defined © 2007 MicroStrategy. . Table 1 contains a fact called Dollar_Sales. you can refer the same fact to multiple columns with different column names and from different tables that identify the same quantitative value. 13 When you create a fact for your project. resulting in an accurate representation of the fact in the report. Facts with different column names: Heterogeneous column names In your warehouse.

with the Create New Fact Expression dialog box displayed on top of it. double-click the QTY_SOLD column to add it to the Fact expression pane on the right. point to New. Inc. This is one of the tables in which a heterogeneous fact column for the Units Sold fact exists. In the procedure. 5 From the Available columns pane. they represent the same data and are therefore both mapped to the Unit Sold fact. 2 Navigate to the My Personal Objects folder. and then select Fact. select Automatic.Project Design Guide The Building Blocks of Business Data: Facts 5 Example: mapping heterogeneous fact columns The Units Sold fact in MicroStrategy Tutorial consists of two fact columns in the warehouse. 7 Click OK. The Fact Editor opens. 6 In the Mapping method area. Qty_Sold and Tot_Unit_Sales. The Fact Editor opens and the fact expression you just created appears in the Fact expression pane. you create the Units Sold fact and map its corresponding heterogeneous fact columns to it. To create heterogeneous fact columns 1 In MicroStrategy Desktop. How facts are defined 103 . Although these fact columns have different names and exist in different fact tables. © 2007 MicroStrategy. You must map heterogeneous fact columns to their corresponding facts to ensure that accurate and complete data is displayed on reports. and open the My Objects folder. 4 From the Source table drop-down list. log in to the MicroStrategy Tutorial project. 3 From the File menu. The following procedure describes how to create the Units Sold fact that already exists in MicroStrategy Tutorial. For a more generalized procedure to map heterogeneous fact columns. refer to the MicroStrategy Desktop online help. select the ORDER_FACT table.

The Create New Fact Expression dialog box opens. The Fact Editor opens and the fact expression you just created appears in the Fact expression pane. 9 From the Source table drop-down list. Inc. 15 When you create a fact for your project. select Automatic. However. 8 Click New. at this point. The Save menu opens. This is the other table in which a heterogeneous fact column for the Units Sold fact exists. 104 How facts are defined © 2007 MicroStrategy. Now the Units Sold fact you are creating maps correctly to its heterogeneous fact columns. 14 Enter a name for the new fact and click Save. . 11 In the Mapping method area. select Save As. 12 Click OK. 10 From the Available columns pane. you must update the project schema. 13 From the File menu. it is not necessary to update the schema.5 The Building Blocks of Business Data: Facts Project Design Guide Now you must add the other heterogeneous fact column as separate expression for the Units Sold fact. double-click the TOT_UNIT_SALES column to add it to the Fact expression pane on the right. select the CITY_CTR_SALES table. since this is only an example.

the data type for a fact is inherited from the data type of the column on which the fact is defined in the data warehouse. there are cases where you may need to change this. © 2007 MicroStrategy. However.#0. This syntax is specific to Microsoft SQL Server. [Start_Date_Id]. #1)". you can define a fact to be the difference between two dates to perform a calculation such as the average number of days between a start and an end date. You could create this fact using the following expression: ApplySimple("DateDiff(day. For example. By default. Fact column names and data types: Column aliases 105 .Project Design Guide The Building Blocks of Business Data: Facts 5 Fact column names and data types: Column aliases A column alias specifies both the name of the column to be used in temporary tables and the data type to be used for the fact. The SQL you create may be different. Inc. [End_Date_Id]) The expression syntax is specific to your database type.

However. • 106 Fact column names and data types: Column aliases © 2007 MicroStrategy. 5 Select New to create a new column alias. The Fact Editor opens. the result of the calculation. Data type: The data type for the fact. You can use the Fact Editor to create column aliases. If you did not change the data type of the column alias. This is used when a temporary SQL table needs to be created for the calculation. To avoid the possibility of an error due to conflicting data types. you should modify the column alias for the fact to change the default Date data type to an Integer data type. The Column Editor . Data Types. This can cause an error for some database platforms. To create a column alias for a fact This procedure assumes you have already created a fact with a valid fact expression for which to create a new column alias. 2 Right-click the fact and select Edit. 3 Select the Column Alias tab. 4 In the Column alias area. 6 You can modify the following properties for the column alias: • Column name: The name for the column alias which is used in any SQL statements which include the fact column. 1 In MicroStrategy Desktop.5 The Building Blocks of Business Data: Facts Project Design Guide The data type for this fact is automatically set to a Date data type because the Start_Date_ID and End_Date_ID have Date data types. click Modify. that is. For a description of the different data types supported by MicroStrategy. the difference between the two dates. log in to the project source that contains the fact to create a new column alias for. Inc.Definition dialog box opens. The Column Editor . .Column Selection dialog box opens. then the system uses a Date data type and tries to insert integer data into this column. see Appendix D. is an integer.

7 Click OK to save your changes and return to the Column Editor . see the MicroStrategy Desktop online help. Inc. including Item and Quarter. precision. you can specify the byte length. Every fact is tied to a set of attributes that may or may not © 2007 MicroStrategy.Project Design Guide The Building Blocks of Business Data: Facts 5 • Depending on the data type selected. 9 Select Save and Close to save your changes. or time scale for your column alias. scale. the fact table shown below contains several attribute IDs. Modifying the levels at which facts are reported: Level extensions Facts are stored at a particular business level in the warehouse. The level of a fact is defined by the attribute IDs present in the table. bit length. These attribute IDs imply that the fact is reported at the item and quarter levels by default.Column Selection dialog box. Fact Table 1 Item Quarter Quantity_Sold Price Level extensions are necessary when facts are stored in the data warehouse at one level and reported at different levels. For a detailed description on each of these properties. For example. 8 Click OK to save your changes and return to the Fact Editor. Modifying the levels at which facts are reported: Level extensions 107 .

You can use level extensions to change a fact level and extend a fact level to a level in a completely different hierarchy. However. you record a Discount fact at the Item/Date level.5 The Building Blocks of Business Data: Facts Project Design Guide satisfy all users’ reporting requirements. For example if you have a cost fact at the level of a date attribute in a time hierarchy. page 118). without the use of level extensions. all attributes at a higher logical level in the hierarchy are available for use as well. MicroStrategy can aggregate the cost fact data to the level of the year attribute because it is in the same hierarchy as the date attribute and at a higher level. . That is. 108 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. discounts apply to particular items on particular days. To see if some call centers are selling significantly more items at a discount than other call centers. which is an attribute from a different hierarchy. Inc. A fact extension is needed when a fact does not relate directly or indirectly to an attribute included on a report. you have to extend the level of the Discount fact to the Call Center level. facts require level extensions to be related to any attributes that are at a lower logical level in the same hierarchy than the entry level for a fact (see Lowering the level of fact data: Fact degradations. If the entry level of a fact is at the lowest level of a hierarchy. For example.

This is because if a fact is stored at a level unrelated to an attribute on a report. Inc. there is no way to make a connection between the fact data and the attribute. You can use the Fact Editor to create level extensions. You can create fact level extensions by using any of the following methods: • • • • • Defining a join on fact tables using table relations. page 122 You can find complete descriptions for each of these methods in the online help for the Level Extension Wizard in the Fact Editor. and they tend to be used only in specific cases. Otherwise.Project Design Guide The Building Blocks of Business Data: Facts 5 Level extensions define how facts can be extended. Before a metric containing a fact can be used with an attribute that is not in or related to the attribute’s entry level. a level extension must exist to relate the fact data to the attribute. page 114 Forcing facts to relate to attributes: Using cross product joins. Modifying the levels at which facts are reported: Level extensions 109 . a level extension must be defined for the fact. By creating a level extension. page 116 Lowering the level of fact data: Fact degradations. © 2007 MicroStrategy. page 110 Defining a join on fact tables using fact relations. Level extensions are not required like the fact definition and column alias. lowered. page 118 Disallowing the reporting of a fact at a certain level. you are allowing facts or attributes that have been captured at one level to be extended to other levels to meet reporting requirements. or disallowed to other attributes across the schema.

A fact extension can be used to relate a fact to an attribute using a fact table. The following procedure steps through how to create the fact extension that has been created for the Freight fact of the Tutorial project. 2 The Freight fact cannot simply be joined with a table containing Item information to return a meaningful freight value for each item. and ORDER_DETAIL contains the Item attribute’s identity column to extend the fact to Item. A fact extension is required to view freight values for each item included in an order. For example. Notice that the ORDER_FACT and ORDER_DETAIL tables include Order-level Units Sold and Item-level Units Sold columns respectively. you are creating a table relation to extend a fact. 110 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. This metric has a table relation fact extension to the Item attribute. In this example. Inc. The join is important as the table contains an attribute in the entry level and the attribute to which to extend.5 The Building Blocks of Business Data: Facts Project Design Guide Defining a join on fact tables using table relations A table relation defines a join on tables. When you specify a table to join with a fact. The procedure also describes general principles of creating fact extensions which you can use to create fact extensions for the facts in your project. . the ORDER_DETAIL table is used to create the Freight fact extension to Item because: 1 The ORDER_FACT and ORDER_DETAIL tables both contain the Order attribute’s identity column to join the tables. the Freight fact cannot be reported at the Item level. Since the ORDER_FACT table that defines Freight does not include the identity column for the Item attribute. An allocation expression is required to extend Freight to the Item level. These two columns are used to allocate the fact expression in the procedure below. the MicroStrategy Tutorial project includes a Freight metric.

The Fact Editor opens. so select Extend the fact entry level. The Level Extension Wizard opens. or a cross product join Disallow partially or completely the fact entry level: define a fact extension that does not allow a fact to be reported at a certain level (see Disallowing the reporting of a fact at a certain level. The Extended Attributes page opens. dynamic fact relation. 5 Read the Welcome statement and click Next. Then select whether you want to: • Lower the fact entry level: define a fact degradation (see Lowering the level of fact data: Fact degradations. 3 Click the Extensions tab. © 2007 MicroStrategy. this example steps through how the Freight fact extension Extension to Item was created. To lower. Inc. page 122) • • For this example you are creating a fact extension on a table relation. Modifying the levels at which facts are reported: Level extensions 111 . To create a new fact extension you would click New. The General Information page opens. 4 Select Extension to Item and click Modify. However. page 118) Extend the fact entry level: define a fact extension on a table relation. log in to the MicroStrategy Tutorial project. 2 Browse to the Facts folder and double-click the Freight fact to edit it. extend. or disallow the fact entry level 6 Enter a name and a description for your fact extension (already provided). and click Next.Project Design Guide The Building Blocks of Business Data: Facts 5 To define a fact extension with a table relation 1 In Desktop.

join attributes. allowing the fact to be reported at the new level. To extend the fact so that it can be reported at any level in a hierarchy. Inc. Since you know that you want to join the ORDER_FACT and ORDER_DETAIL tables using the Order attribute. To select the type of fact extension 8 Select how you want to extend the fact: • • Specify the relationship table used to extend the fact: select a relationship table and join attributes. Click Next. The Table Selection page opens. . page 114). This allows the MicroStrategy Engine to select the table that includes the fact and join attributes you choose to create the fact extension (see Defining a join on fact tables using fact relations. page 116) . For this example Item is already selected. the ORDER_DETAIL table is already selected. 112 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. The Join Type page opens. The Extension Type page opens. The Join Attributes Direction page opens. Select the relationship table dynamically: select a fact and join attributes. Click Next. or manually select the attribute(s). and define the allocation expression 9 Select the table used to extend the fact to the new level. • For this example select Specify the relationship table used to extend the fact. To select the table. and click Next to continue defining your fact extension on a table relation. For this example. select Order and click Next. choose the lowest level attribute in that hierarchy.5 The Building Blocks of Business Data: Facts Project Design Guide To select attributes to extend the fact to 7 Select the attributes you want to extend the fact to. Perform the extension through a cross product: select to apply a cross product join (see Forcing facts to relate to attributes: Using cross product joins. 10 Select whether to allow Intelligence Server to dynamically select what attribute(s) to perform the join.

it joins ORDER_FACT and ORDER_DETAIL and considers the resulting table as one logical fact table at the Item. not an exact calculation.[ORDER_ID]. Employee. 13 Click Finish to create the fact extension. or join using the attribute and its children.[QTY_SOLD]) / a11. so you do not have to click the Join against arrow to change the default. Inc.[ITEM_ID] The SQL statement above is for an Access database. and Freight (metric mapped to the Freight fact) is: select a11. When the engine processes a report containing Order. © 2007 MicroStrategy. a12. max(a13. the extension of Freight provides an estimate of the freight for each item of an order. Take a moment to review the allocation expression. Order.[ORDER_ID] and a12. [LU_ITEM] a13 where a11. For this example. 12 Enter an allocation expression that calculates the fact at the new level.[ORDER_ID] AS ORDER_ID. Notice that the expression returns an average freight amount per item of an order. The Allocation page opens.[ITEM_ID] AS ITEM_ID.Project Design Guide The Building Blocks of Business Data: Facts 5 11 You can choose to join using the attribute. Item. Promotion level. a12. Day.[ORDER_DATE]) AS ORDER_DATE. Modifying the levels at which facts are reported: Level extensions 113 .[QTY_SOLD])) AS WJXBFS1 from [ORDER_FACT] a11.[FREIGHT] * a12. sum(((a11. [ORDER_DETAIL] a12. Therefore. The SQL generated for the report containing Order. ((Freight * [Item-level Units Sold]) / [Order-level Units Sold]). max(a11. the allocation expression is already provided. Item.[ITEM_ID] = a13. A more detailed description of why this occurs follows this procedure. In this case Order has no children.[ITEM_NAME]) AS ITEM_NAME. The SQL for your reports may vary depending on the type of DBMS you use.[ORDER_ID] = a12.[ITEM_ID] group by a11. and Freight. Click Next.

If you want to provide exact values of data at a certain level. 114 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. Notice that the Freight metric averages the amount of freight per item in an order. you most likely need to capture such data and store it in your data source. review the values of the first order with an extra metric that calculates the number of each item type in an order shown below. Defining a join on fact tables using fact relations Fact extensions can be defined by a fact relation instead of a table relation. The larger freight values occur because more than one of the item type was included in the order.5 The Building Blocks of Business Data: Facts Project Design Guide To view how the fact extension is an estimation of freight values for each item of an order. This illustrates how fact extensions often provide an estimation of values at a different level rather than an exact calculation. rather than you having to select tables manually. With a fact relation. the table join is possible on any table that contains the fact. . Inc. since the MicroStrategy Engine is responsible for choosing the appropriate table to join. This allows more flexibility in defining the relations.

To extend the entry level of the Freight fact to Customer. The MicroStrategy Engine tries to join a table containing Freight to a table containing Order Unit Sales. Next. Modifying the levels at which facts are reported: Level extensions 115 . Inc. This option is set in the step immediately after To select the type of fact extension. The engine can make the following joins. you can create a fact relation using the Order Unit Sales fact. and Order Table 1 and Table 4 on Distribution Center Table 2 and Table 3 on Distribution Center Table 3 and Table 4 on Distribution Center The joins described above demonstrate how the join attributes can be either Distribution Center and Order or just Distribution Center. select the Select the relationship table dynamically option and specify the tables to use for the extension. You can define the fact relation in the Level Extension Wizard which you can access from the Fact Editor.Project Design Guide The Building Blocks of Business Data: Facts 5 The following diagram shows the schema from the example in Defining a join on fact tables using table relations. Open the Order Unit Sales fact and extend it to either Distribution Center and Order or just Distribution Center. depending on the join attributes specified: • • • • Table 1 and Table 2 on Distribution Center. page 110 after two summary tables are added to it. © 2007 MicroStrategy.

Customer. a2. The SQL generated for a report containing Distribution Center. In a best fit join. as explained above. Forcing facts to relate to attributes: Using cross product joins You can use a cross product join when a join does not exist and you need to force a fact to relate to an attribute by extending the fact. The tables and attributes you specify in the wizard determine the different types of joins that are created. select a1.DIST_CENTER = a2. a2. Cross products should only be used when no other way to extend the fact exists.CUSTOMER The SQL statement above is for an Access database. MicroStrategy does not recommend using the cross product join. .DIST_CENTER group by a1. As with table relations. This method can produce incorrect data because data can be repeated and counted twice in some cases. When you specify a cross product join to relate a fact to an attribute. The cross product join is an extension that allows a single fact value to relate to all elements of an unrelated attribute. Since this method can be inefficient. sum(a1.Freight) from TABLE3 a1.5 The Building Blocks of Business Data: Facts Project Design Guide page 112 in the procedure above.DIST_CENTER. Inc.CUSTOMER. the set of join attributes must contain the entire key of the left-hand-side fact table (Table 3 in the example SQL above). and Freight is shown below.DIST_CENTER. if the only join attribute is Distribution Center. TABLE4 a2 where a1. you can specify the best fit as the join strategy so that the engine calculates the joins. The SQL for your reports may vary depending on the type of DBMS you use. you are creating a Cartesian product of the lookup attribute. 116 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy.

CUSTOMER. a cross product join must be used. © 2007 MicroStrategy. Open the Dollar Sales fact and extend it to the Distribution Center attribute. The SQL for your reports may vary depending on the type of DBMS you use.DOLLAR_SALES) from TABLE1 a1. This option is set in the step immediately after To select the type of fact extension. TABLE2 a2 group by a1. and Dollar Sales is: select a1. Modifying the levels at which facts are reported: Level extensions 117 . The MicroStrategy Engine always cross-joins the lookup tables of the attributes in the extension. sum(a2. The SQL generated for a report containing Customer. in the following schema. You can define this cross product join in the Level Extension Wizard in the Fact Editor. a2. Inc.Project Design Guide The Building Blocks of Business Data: Facts 5 For example.DIST_CENTER. Distribution Center.DIST_CENTER The SQL statement above is for an Access database. Distribution Center does not relate to Dollar Sales: Table 1 Table 2 Order Customer Dollar Sales Distribution Center To report Dollar Sales by Distribution Center. page 112 of the procedure above. select the Perform the extension through a cross product option. For this example. you do not need to specify an allocation expression. Notice that no join attributes are specified. Next.

you must support those users who wish to view and analyze the same fact data at a lower logical level. which lowers a fact level. However. is the logical opposite of aggregation. and metrics used in this example can all be found in this Analytics Module). now that Planned Compensation is available at the Employee level. This scenario may occur because you stored a fact at a level that is used most commonly in reports. However. and has a fact degradation to the Employee level (the attributes. Inc. The fact extension does not use an allocation expression to degrade Planned Compensation to the Employee level. you must degrade the fact to a lower level. To view fact data at a lower logical level than the fact is stored at. For example.5 The Building Blocks of Business Data: Facts Project Design Guide Lowering the level of fact data: Fact degradations Degradation. This causes every employee to be listed with the same planned compensation value as the employee’s department. . facts. as shown below: The analytical value of this fact degradation is not immediately recognizable. you can create more meaningful analysis with other fact data that is 118 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. the Human Resources Analysis Module of the MicroStrategy BIDK includes a Planned Compensation fact that is stored at the Department level.

© 2007 MicroStrategy. The metric Actual as % Planned Compensation has been created to calculate the actual compensation of an employee as a percentage of the planned compensation for the entire department of the employee. as shown below: Without using a degradation of Planned Compensation to Employee.Project Design Guide The Building Blocks of Business Data: Facts 5 stored at the Employee level. respectively. You can now view what percentage of your planned compensation per department has been spent per employee. The Fact Editor opens. log in to the Human Resources Analysis Module. For example. you could not include Department and Employee on a report with these metrics and return accurate values. The metric definition is ([Compensation Cost]/[Planned Compensation]). Modifying the levels at which facts are reported: Level extensions 119 . To define a fact degradation 1 In Desktop. The procedure also describes general principles of creating fact degradations which you can use to create fact degradations for the facts in your project. The following procedure steps through how to create the fact degradation that has been created for the Planned Compensation fact of the Human Resources Analysis Module. the Compensation Cost fact is stored at the Employee level. Inc. which performs a division of metrics defined from the Compensation Cost and Planned Compensation facts. 2 Browse to the Facts / Compensation / Planning folder and double-click the Planned Compensation fact to edit it.

and click Next. The General Information page opens. page 114) Disallow partially or completely the fact entry level: define a fact extension that does not allow a fact to be reported at a certain level (see Disallowing the reporting of a fact at a certain level. 4 Select Degradation to Employee and click Modify. The Level Extension Wizard opens. choose the lowest level attribute in that hierarchy. . page 110 and Defining a join on fact tables using fact relations.5 The Building Blocks of Business Data: Facts Project Design Guide 3 Click the Extensions tab. 120 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. The Join Attributes Direction page opens. page 122) • For this example you are creating a fact degradation so select Lower the fact entry level. 7 Select the attributes you want to degrade the fact to. 6 Enter a name and a description for your fact extension (already provided). Then select whether you want to: • • Lower the fact entry level: define a fact degradation Extend the fact entry level: define a fact extension on a table relation. For this example Employee is already selected. the Department attribute is already selected. 8 Select what attribute(s) to perform the join. allowing the fact to be reported at the new level. The Join Type page opens. To create a new fact degradation you would click New. Click Next. Inc. However. Click Next. 5 Read the Welcome statement and click Next. For this example. The Extended Attributes page opens. dynamic fact relation. or a cross product join (see Defining a join on fact tables using table relations. To extend the fact so that it can be reported at any level in a hierarchy. this example steps through how the Planned Compensation fact degradation Degradation to Employee was created.

the join is performed on the Department attribute and its children.Project Design Guide The Building Blocks of Business Data: Facts 5 9 You can choose to join using the attribute. Fact degradations often produce data estimates rather than exact values for the fact data at lower logical levels. page 121 for an example of using an allocation expression for a fact degradation. if your fact is stored at the yearly level and you want to report the data at the monthly level. You select Month to be the attribute to which to degrade. you must add an allocation expression. Modifying the levels at which facts are reported: Level extensions . Allocation expressions are defined by operations you set on attributes and facts in the Level Extension Wizard in the Fact Editor. Using such an allocation expression would spread a year’s fact data evenly over the 12 months of that year. By creating allocation expressions. you do not need to include an allocation expression. Avg. See Fact degradations with allocation expressions. While it is possible that the fact data would be the same for every month of the year. consider the allocation expression fact/12 for a degradation from Year to Month. you can create a degradation on the fact to relate it to the monthly level. This is similar in concept to choosing an aggregation function (Sum. 10 Enter an allocation expression that calculates the fact at the new level. Such fact degradations should be used 121 © 2007 MicroStrategy. For this example. For example. Fact degradations with allocation expressions Not all fact degradations can simply be lowered to a new level. You then specify that the allocation expression is fact/12. and so on) when aggregating data to higher levels. Ordinarily. which allows the distribution of values according to a calculation you specify. to change the definition of the fact in a level extension. Inc. this is often an unlikely scenario. you define how higher-level facts are degraded to lower-level attributes. or join using the attribute and its children. For example. 11 Click Finish to create the fact degradation. The Allocation page opens. Click Next. For this example.

and Product. Disallowing a fact to be extended to a level lower than the fact’s entry level due to unnecessary complexity and the cost of analyzing fact data at such a level is a common use for this feature. The setting prevents unnecessary joins to lookup tables. For example. extend. however. Consider a schema containing three dimensions: Geography. an error is returned. This option is set in the step immediately after To lower. To explicitly disallow an extension of the Sales fact to the Time dimension. you can disallow the lower levels. After updating the schema and re-executing the report. the Analytical Engine does a dynamic cross-join and evaluates the report. The following examples describe instances in which disallowing a fact entry level can prove useful. indicating that the report cannot be run at that level. querying at the Minute or Second level consumes too many resources and returns extensive data. Inc. Disallowing the reporting of a fact at a certain level The Disallow partially or completely the fact entry level setting within the Fact Editor is like a lock which prevents a fact from being reported at a specific level. . When you create a report containing the Month attribute and the Sales metric. the report fails because the disallow setting now prevents the cross-joins between the lookup tables and fact tables. does not affect normal joins. if you have three years’ worth of data. 122 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy. If a fact is stored at a level that is counterproductive to a query. This setting. such as data that is stored at the Minute or Second level. Suppose you create a fact called Sales at the Item level in the Product dimension and a metric called Sales as the sum of the Sales fact. you would use the Disallow partially or completely the fact entry level setting and select the lowest attribute in the Time dimension such as Day.5 The Building Blocks of Business Data: Facts Project Design Guide only when fact data is not stored at a lower logical level and there is no way to directly relate the fact data to the lower logical level. or disallow the fact entry level. With a disallow in place. page 111 of the procedure to create a fact extension above. Time. if you create a report and attempt to include the fact at the Minute or Second level.

This implies that the fact extension has not been disallowed. This is not an expected design condition. So you encounter only normal joins and no extensions. © 2007 MicroStrategy. for the Sales fact. the report runs successfully. You now disallow an extension on the Revenue fact for the Item attribute and update the schema. although the engine returns a valid SQL. In this case. Inc. Month.Project Design Guide The Building Blocks of Business Data: Facts 5 In the previous example. If you re-execute the report. It is advisable to avoid fact definitions that contain contradictory extension definitions. the engine sorts the extension conditions specified in some order and calculates the report based on the sorted order of extensions. The Disallow the fact entry level setting applies only to attributes that can be considered as extended attributes. If you execute the report containing the Year attribute and Sales metric. There must be a valid reason to disallow reporting a fact at a certain level. you create a report that contains the attributes Subcategory and Item and the Revenue metric. Modifying the levels at which facts are reported: Level extensions 123 . you can still see Revenue by Item. disallowing the Revenue fact at the level it is stored at in the data warehouse does not make logical sense. In this case. assume you specify an extension to the Month attribute and also disallow extension to Year which is a parent of the extended attribute. This is because Revenue exists at the same level as Item in the MicroStrategy Tutorial project. which is defined as sum of the Revenue fact. For example.

Inc. .5 The Building Blocks of Business Data: Facts Project Design Guide 124 Modifying the levels at which facts are reported: Level extensions © 2007 MicroStrategy.

For example. When executed. THE CONTEXT OF YOUR BUSINESS DATA: ATTRIBUTES Introduction Business data represented by facts can offer little insight without the presence of business concepts and context. including which regions produced the least revenue and which years saw the highest growth in revenue. Because of the attributes on the report. Inc.6 6. and Region attributes on the template. a substantial amount of information is available. Attributes provide the business model with a context in which to report on and analyze facts. © 2007 MicroStrategy. as well as a Revenue metric based on the Revenue fact. you can only find out how much revenue the company generated in total. which take the form of attributes in MicroStrategy. knowing where and when the sales took place provides the kind of analytical depth users require on a daily basis. the report displays your company’s revenue at the region. If you remove the attributes from the report. month. Year. you have a report with the Month. and year levels. 125 . While knowing your company’s total sales is useful.

In the data warehouse. For example. Date 126 © 2007 MicroStrategy. attributes are normally identified by a unique ID column in a lookup table. Intelligence Server. using this report definition. . consider the following: Select Store_ID. A report designer creates a report in part by determining these report column headers. The expressions of attributes and facts in the report define the SELECT clause of the SQL command. instructs the engine how to build the SQL for that report. Date. New user and application requirements make attribute creation and modification an important part of the entire project life cycle. Inc.6 The Context of Your Business Data: Attributes Project Design Guide Creating attributes is an important step in the initial project design effort. attributes are identified by the column headers of the reports. sum(Sales) From Store_Fact Group By Store_ID. which comes after creating facts when using the Project Creation Assistant. In MicroStrategy reports.

See Attribute relationships. and Customer Last Name are examples of attribute forms. The attributes and metrics in the report tell Intelligence Server where to look in the data warehouse for the information and how to create the SQL that will retrieve it. Customer First Name. and reports is beyond the scope of this guide and is covered in the MicroStrategy Advanced Reporting Guide. For example. A high-level report. The lowest level attribute you include in a report. It is important to understand the data is still the same.Project Design Guide The Context of Your Business Data: Attributes 6 In the SQL above. Attributes can have multiple attribute forms. 127 . for the Customer attribute. is the lowest level of detail reported. such as Day. Because of this process. Attributes are defined by these properties: • Attribute form: contains an identifier or descriptor of an attribute. See Column data descriptions and identifiers: Attribute forms. Customer Email. page 147. Inc. such as a report at the Year level. Attribute relationship: allows interaction of data at different conceptual levels and shows how data is related within a project. filters. sales information will be retrieved by store and date. page 143. report analyzers do not have to know SQL to extract information from a data warehouse. • • © 2007 MicroStrategy. Attribute expression: maps a MicroStrategy attribute form to one or more columns in the warehouse. See Attribute form expressions. page 159. A discussion about metrics. includes the Year attribute but lacks the detail of a similar report which includes the lower level attributes Month and Week. it is just not aggregated.

Inc. as well as highlight some advanced attribute design techniques and procedures. . it is often necessary to modify and create attributes throughout the life cycle of a project. 128 © 2007 MicroStrategy.6 The Context of Your Business Data: Attributes Project Design Guide The following diagram illustrates how the attribute properties listed above are related: While creating attributes is a major step in the initial creation of a project. page 129) of this chapter. The procedures to perform these tasks are discussed in the first section (Creating attributes. The later sections discuss conceptual information on attributes.

Adding and modifying attributes. Inc. see To create a new project using the Project Creation Assistant. © 2007 MicroStrategy. To create attributes using the Attribute Creation Wizard This procedure is part of an initial project creation effort using the Project Creation Assistant. This includes adding advanced features such as attribute forms to attributes that already exist or adding new attributes as your project evolves.Project Design Guide The Context of Your Business Data: Attributes 6 Creating attributes An attribute is primarily used to group and aggregate fact data to add business context to the fact data. • Simultaneously creating multiple attributes During your initial project design effort. page 129—steps to create multiple attributes as part of the initial project design effort or later in a project’s life cycle. page 134—steps to add and modify attributes for an existing project. This section provides steps to create attributes at different phases of the project design process. using different techniques and MicroStrategy interfaces: • Simultaneously creating multiple attributes. The ability to report on and analyze data requires data to have a business context. For steps to access the Project Creation Wizard. you can create multiple attributes using the Attribute Creation Wizard. Creating attributes 129 . therefore. which launches the Attribute Creation Wizard to complete the attribute creation tasks. creating attributes is a major step in any project design effort.

2 Review the introduction page that is displayed. 4 The Column data type area allows you to select the column data types to be available as possible attribute ID columns. especially if you use consistent naming conventions and data types in your data warehouse. as shown below. 3 Click Define Rules to set some basic attribute creation rules. You can also access the Attribute Creation Wizard at any time in the development of a project from the Schema menu in MicroStrategy Desktop. click Create attributes. The Attribute Creation Wizard opens. Select the check boxes for the data types that should be included when the wizard searches the data warehouse for available attribute ID columns. Inc. . Change these rules if the naming or data type conventions in your warehouse do not conform to these defaults. 130 Creating attributes © 2007 MicroStrategy. The Attribute Creation Rules page opens.6 The Context of Your Business Data: Attributes Project Design Guide page 78. 1 In the Project Creation Assistant. Define attribute creation rules These rules can make the process of choosing attribute columns and naming your attributes considerably easier. The Attribute Creation Wizard uses these rules below to help automate the attribute creation process.

You should never use a column that has NULL or repeated values as the ID column for an attribute. Inc. The ID Column Selection page opens. The defaults are ID for identifier columns. Creating attributes 131 . Only those columns with data types that match those chosen in the rules you defined above appear on the ID Selection page.Project Design Guide The Context of Your Business Data: Attributes 6 5 The Attribute name area allows you to determine how to create default attribute names. 8 Click Next. 7 Click OK to accept your rule changes and return to the Attribute Creation Wizard. You can select the appropriate check boxes to set the following default behaviors for creating attribute names: • • • Replace underscores in the attribute name with spaces Remove the word “ID” from the name Capitalize the first letter 6 The Warehouse search area determines naming conventions to help locate your warehouse objects. ID column selection An ID column is a column or group of columns that uniquely identifies each element of an attribute. and LOOKUP for lookup tables. © 2007 MicroStrategy. Doing so results in unexpected behavior and errors. make sure that all values in the column are unique and that it does not contain NULL values. DESC for description columns. The columns that match the identifier naming convention that you set in the warehouse search rule above are automatically highlighted. When choosing the ID column for an attribute.

Click >> to add all the listed columns.6 The Context of Your Business Data: Attributes Project Design Guide 9 From the Available columns pane. Type a name for the attribute. For more information about mapping attributes to heterogeneous columns. The New Compound Attribute dialog box opens. page 153. – To remove attribute ID columns from your project. Select the columns that are required to uniquely identify the compound attribute and click OK. Note the following: – You can rename any attribute name to make it more user-friendly by right-clicking the attribute and selecting Rename. complete the following steps: • • • Click Compound Attributes and then click Add. Inc. . Description column selection Description columns provide the data which gives context and meaning to your attributes. 132 Creating attributes © 2007 MicroStrategy. select the attribute IDs in the Attributes pane and click < to move them to the Available columns pane. 10 To create a compound attribute. Create compound attributes A compound attribute is defined as an attribute with more than one column specified as the ID column. page 183). see Joining dissimilar column names: Heterogeneous mappings. select the columns to use for your attribute IDs and click > to add them to your project. heterogeneous columns). This implies that more than one ID column is needed to uniquely identify the elements of that attribute (see Attributes with more than one ID column: Compound attributes. You are returned to the Attribute Creation Wizard. – The Attribute Creation Wizard cannot handle columns that hold the same information but have different column names (that is.

Note the following: – In general. you should use the default description column for each attribute. page 136. • © 2007 MicroStrategy. Specify the lookup table and description column for the compound attributes and click Next. In some cases. you should choose the default lookup table for each attribute. The Lookup Table Selection page opens. 13 Click Next when you are finished selecting description columns for attributes. Refer to Adding attributes with the Attribute Editor. the Compound Attribute Definition page opens. Inc. If you have not created a compound attribute. The Relationship Definition page opens. such as Year. it may make sense to use the ID column as the description column. 15 Click Next: • If you have created compound attributes. the Relationship Definition page opens. The column that meets the description naming convention that you set in the warehouse search rule is automatically selected. click Next. – Other attribute forms need to be created through the Attribute Editor after you complete steps in the Project Creation Assistant. Creating attributes 133 . 12 Select whether to use the ID or a different column for the description of the attribute. they provide the information for an attribute through data stored in their ID and description columns.Project Design Guide The Context of Your Business Data: Attributes 6 11 After adding all your attribute ID columns. In general. The Description Column Selection page opens. The table that follows the lookup naming convention that you set in the warehouse search rule is automatically selected. for more information about attribute forms. 14 Select the lookup table for each attribute. Lookup table selection Lookup tables are the physical representation of attributes. however.

. see Attribute relationships. After you have completed the steps of the Attribute Creation Wizard. define child attributes: • • In the Attributes pane.6 The Context of Your Business Data: Attributes Project Design Guide Relationship definition For each attribute. like Location. Adding and modifying attributes Just as you can add more facts to your project once you have created it. Select the child attributes from the list of available child attributes and click OK. When you design a logical data model for your project (see Chapter 2. one-to-many. or many-to-many. or Region are often grouped in a common hierarchy. the attributes are created. select an attribute and click Add. so does its 134 Creating attributes © 2007 MicroStrategy. you specify the children and the type of relationship: one-to-one. you can also create and add attributes as they become necessary. As a company evolves. click Next. The Select Children Attributes dialog box opens. You are returned to the Attribute Creation Wizard. select the relationship type for the attribute to its child attribute. In the Children of: attribute name pane. 18 Review the summary information in the Finish page and click Finish to create the attributes. • 17 When you have defined children for all the attributes that need them. For more information on the different attribute relationship types. The Logical Data Model). Inc. the relationships between attributes should become apparent. when attributes are in the same hierarchy they must be related to each other. The Finish page opens. 16 For each attribute. In a logical data model. This completes the initial creation of a project with the Project Creation Assistant. Related attributes such as City. whereas attributes in different hierarchies cannot be related. page 159. State.

Before the shift overseas. these requirements can lead to changes to the data warehouse as well as to the schema within its MicroStrategy projects. However. You can create attributes with either the Attribute Creation Wizard. for creating most of the attributes for the project. it must add lookup tables that contain data about its new offices to its warehouse. © 2007 MicroStrategy. attribute forms. It must then add these tables to its MicroStrategy project. which allows you to define attributes. with offices only in the United States. Inc.Project Design Guide The Context of Your Business Data: Attributes 6 reporting requirements. the company does not include lookup tables with information about different countries in its data warehouse. define advanced expressions. You can use the Attribute Editor to edit existing attributes and create additional attribute forms. decides to extend its operations into Europe and Asia. configure additional settings. a health care company. and so on. when the company opens its offices in Europe and Asia. In general. and attribute form expressions. but you cannot use it to modify existing attributes or to define more advanced attributes. map heterogeneous column names. which you use to create the first attributes for your project. you only use the Attribute Creation Wizard as part of the initial project creation. • The Attribute Creation Wizard allows you to: Create simple attributes Create multiple attributes quickly Add a large number of attributes during project creation • The Attribute Editor allows you to: Create simple and advanced attributes Edit existing attributes and configure additional schema-level settings The Attribute Creation Wizard works well for building a large number of attributes initially. and create the appropriate attributes so report users can analyze business data for their appropriate country. Creating attributes 135 . or the Attribute Editor. For example.

You must use a login that has Architect privileges. select the project to which to add new attributes. choose Attribute Creation Wizard.6 The Context of Your Business Data: Attributes Project Design Guide Adding attributes with the Attribute Creation Wizard Although the Attribute Creation Wizard is primarily used to create most of a project’s attributes during initial project creation. To create simple attributes in bulk using the Attribute Creation Wizard 1 In MicroStrategy Desktop. follow the steps outlined in Simultaneously creating multiple attributes. See the Permissions and Privileges appendix of the MicroStrategy System Administration Guide for more information. 136 Creating attributes © 2007 MicroStrategy. The Attribute Creation Wizard opens. 2 From the Folder List. Adding attributes with the Attribute Editor The Attribute Editor is used to add advanced features such as attribute forms to attributes that already exist. you may still find it useful if you need to create multiple attributes from remaining lookup columns in your warehouse. Follow the steps below to use the Attribute Creation Wizard to create simple attributes in bulk. Inc. 4 To create attributes with the Attribute Creation Wizard. You can also use it to add new attributes to your project. page 129. . 3 From the Schema menu. log in to the project source that contains your project and expand your project.

or select other tables. select Automatic or Manual: • Automatic mapping means that MicroStrategy scans all of the tables in the project and selects all tables with the columns used in the attribute form expression as possible source tables for the attribute form. You do not have to include any operators. you are only required to select an available column and move it to the Form expression pane. 4 To create a simple attribute form expression (Attribute form expressions. Inc. You can then clear any tables mapped automatically. Its columns are listed in the Available Columns pane. drag a column name from the Available columns pane to the Form expression pane. To create a more advanced attribute form expression. and then Attribute. use a combination of any of the following techniques: • • • Enter constants in double quotes. 2 From the File menu. Click any operator in the Form expression toolbar to insert it into the expression. with the Create New Form Expression dialog box displayed on top of it. log in to the project source that contains your project and expand your project.Project Design Guide The Context of Your Business Data: Attributes 6 To create an attribute using the Attribute Editor 1 In MicroStrategy Desktop. 3 From the Source table drop-down list. or parentheses. Click f(x) in the Form expression toolbar to create a function using the Insert Function Wizard. 6 Under Mapping Method. page 147). When you create an expression for an attribute form. Creating attributes 137 . functions. select a table which contains the columns of data for the attribute. © 2007 MicroStrategy. select New. 5 Click Validate to make sure your expression is valid. The Attribute Editor opens.

The Warehouse Catalog mapping methods (discussed in Mapping schema objects and calculating logical sizes for tables. page 231) determine whether attributes or facts are automatically mapped to new tables when they are added after an attribute or fact is created. the default is Manual. For subsequent attributes. – These mapping methods are NOT the same as the automatic mapping methods for the Warehouse Catalog. from which you can create attribute forms for the attribute (Column data descriptions and identifiers: Attribute forms. type a name and description in the associated fields for the attribute form. 138 Creating attributes © 2007 MicroStrategy. select a table and click Set as Lookup to set the lookup table for the attribute. The system maps the expression to each of the source tables. If you chose manual mapping. page 143). 9 In the Form general information area. The Create New Attribute Form dialog box opens. 8 From the Source tables pane. – A constant expression cannot use the automatic mapping method. You then select which of those tables are used as source tables for the attribute form. Note the following: – The mapping method defaults to Automatic for the first attribute or attribute form expression you create.6 The Context of Your Business Data: Attributes Project Design Guide • Manual mapping means that MicroStrategy scans all of the tables in the project and locates all tables with the columns used in the attribute form expression. A lookup table holds the information for an attribute. select the check boxes of the tables to map to the attribute form. Using automatic mapping in the Attribute Editor helps you decide which tables to map your attribute to when creating an attribute. 7 Click OK. Inc. .

12 Click OK. do one of the following: • Select a form category from the drop-down list. © 2007 MicroStrategy. You cannot use the Attribute Creation Wizard to modify attributes. see Attribute form properties. The Attribute Editor opens. For a description of form categories. The Save dialog box opens. Creating attributes 139 . 14 Navigate to the folder in which to save the attribute. For more information on custom groups. select Save As. a warning message appears by default when you click OK in the Create New Attribute Form dialog box.Project Design Guide The Context of Your Business Data: Attributes 6 10 In the Category used drop-down list. This ensures that your project is updated to recognize the new attribute definition. refer to the MicroStrategy Advanced Reporting Guide. you can modify the attribute at any time using the Attribute Editor. Using a column with a non-numeric data type as an ID column of an attribute can result in SQL generation issues. • Modifying attributes After creating an attribute. 15 From the Schema menu. if you select a column with a non-numeric data type and set it as an ID column. Custom groups are sorted by the Default sort of the form that appears first in the Report display forms. Enter a name for the derived fact. page 146. 13 From the File menu. Therefore. 11 In the Form format area. Click Modify to create a new form category. select a display type and a default sorting option from the associated drop-down lists. select Update Schema to update the project schema. Click Save. Inc.

Baltimore BA. You can learn how to create more advanced attributes in the various sections below. Unique sets of attribute information: Attribute elements Attribute elements are the unique sets of information or values of an attribute. Customer is the attribute and New York NY. You can then modify all the options available when creating and attribute in the Attribute Editor. For example. Inc. which is described in the previous procedure To create an attribute using the Attribute Editor. . 2 Double-click the attribute to edit. page 137. and Boston BN are elements of the attribute City: 140 Unique sets of attribute information: Attribute elements © 2007 MicroStrategy. open the folder that contains the attribute to modify. in the following diagram. The Attribute Editor opens.6 The Context of Your Business Data: Attributes Project Design Guide To modify an existing attribute 1 In MicroStrategy Desktop.

first name. As shown above. which should be forms that provide a general description of the attribute element. email address. the First Name and Last Name forms are used to identify the 141 © 2007 MicroStrategy. page 143). Each attribute element is a row in an attribute lookup table in your data warehouse. each attribute element is an individual customer. Inc. and so on which are defined by the attribute forms (see Column data descriptions and identifiers: Attribute forms. With the Customer attribute. Attribute elements are identified by their browse forms. in the image above. For example. Unique sets of attribute information: Attribute elements .Project Design Guide The Context of Your Business Data: Attributes 6 The following example displays the physical warehouse table that stores elements and data for the Customer attribute. as shown below: The Customer attribute is a good example to understand the components of an attribute and the concept of an attribute element. Each customer (attribute element) has its own set of information such as last name. an attribute element is a unique set of information defined by the attribute forms of an attribute.

page 189. the attribute Division has multiple attribute elements. you would not want to use the Address form to identify the Customer attribute elements.6 The Context of Your Business Data: Attributes Project Design Guide attribute elements. . see Using attributes to browse and report on data. Inc. attribute elements are displayed depending on the location of the attribute they are associated with. the report below (created from the Sales 142 Unique sets of attribute information: Attribute elements © 2007 MicroStrategy. Shoes. As shown below. Just as you would not refer to a customer by his or her street address. such as Men’s Clothing. Attribute elements can be identified in logical data models. For example. For more information on selecting the attribute forms used to identify attribute elements. and Sporting Goods: In MicroStrategy reports.

Project Design Guide The Context of Your Business Data: Attributes 6 and Distribute Analysis Module of the MicroStrategy BIDK) has two attributes. Year is on the columns of the report along with its attribute elements such as 2005. and most have at least two: © 2007 MicroStrategy. as explained in Logical data modeling conventions. Inc. Sales Organization and Year. Column data descriptions and identifiers: Attribute forms 143 . The report above uses the common practice of putting the metrics (Sales Orders Quantity (Base Units) and Cost Sales Orders) on the columns of the report. page 33. Sales Organization is on the rows of the report along with its attribute elements such as USA Central. Every attribute must have at least one form. Column data descriptions and identifiers: Attribute forms Attribute forms are identifiers or descriptors of an attribute. The display of attributes and their attribute elements is also affected by the location of the metrics on the report.

For the Customer attribute. the Customer attribute’s ID form is Customer_ID. . These types of forms give context and information about the Customer attribute.6 The Context of Your Business Data: Attributes Project Design Guide • • The ID form (required) A description form Every attribute must have an ID form (identity form). each customer must have a different value for their identity column. For example. Inc. In this case John Smith can have a value of 1 in the Customer_ID column and Fred Black can have a value of 2 in the Customer_ID column. as shown in the following diagram: 144 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. which is a column of unique numeric values to identify each customer. ID forms serve to uniquely identify each attribute element from other elements for the same attribute. Email is included as an additional descriptive form. including the Customer Name and the Address forms. Attributes also have description forms. To differentiate between two customers such as John Smith and Fred Black. The Customer attribute in the MicroStrategy Tutorial has various forms. Some attributes can have additional descriptive forms that do not serve as the primary description form.

one with the forms Customer_ID. which uniquely identifies the attribute. The forms you create must have a reference to a lookup table and can include multiple expressions. identifying number for each customer (ID form) Customer_Full_Name: the full name of each customer (Description form) EMAIL: the email address for the specific customer (Additional description form) In this example. the LU_CUSTOMER table records all of the attribute form data for the Customer attribute. two columns with different names can represent the same information about an attribute. and Email forms and the tables will join together through the ID columns because that is the column they have in common. © 2007 MicroStrategy. described below: • • • Customer_ID: a unique. Inc. Attributes must contain at least one ID form. Column data descriptions and identifiers: Attribute forms 145 . you can choose a lookup table in the Attribute Editor from a list of tables existing in the project. SSN. For example. When creating an attribute form. and SSN. The second lookup table contains Customer _ID and Email. page 153. a lookup table with three columns holds the following separate forms. the ID forms are used to join tables. Name. The attribute will have the Customer_ID.Project Design Guide The Context of Your Business Data: Attributes 6 In the data warehouse. you must map the appropriate columns to the same attribute to retrieve accurate and complete results when using an attribute on a report. Heterogeneous column names are discussed in Joining dissimilar column names: Heterogeneous mappings. In such cases. two tables exist. Name. Each table must have an ID form. In the warehouse.

below. If you define multiple attribute forms of an attribute with ascending or descending sort orders.6 The Context of Your Business Data: Attributes Project Design Guide Attribute form properties You must select properties for each form when you create forms in the Attribute Editor in MicroStrategy Desktop. it is a good practice to map the most commonly used or most important description form to the Desc form of the attribute. For information on how attribute forms are sorted when multiple attribute forms of a single attribute define a default sort order. Descending. When you have attributes that require multiple description forms. and None. You can choose from Ascending. . you can define the default sort order for each attribute form. There is no way to distinguish a Desc attribute form from a None attribute form on a MicroStrategy report. mapping the most commonly used or most important description form can be helpful for project designers to quickly distinguish this attribute form from the other secondary forms. For example. • Default sorting of multiple attribute forms When creating attribute forms. the other description forms must be mapped to None forms. • Format types control how the form is displayed and how filters are built. specifying a format type of Big Decimal allows users to preserve precision when qualifying on a form with more than 15 digits. the first attribute form with a default sort order is 146 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. These properties affect the display of the forms and include the following: • Categories help group the types of forms. Big Decimal is discussed in detail in Appendix D. You can create new form categories in the Attribute Editor. Desc. Inc. The standard category options are ID. Default sort governs how the form is sorted by default when included in a report. or None. see Default sorting of multiple attribute forms. While there is no difference in how a Desc attribute form and None attribute form are used in MicroStrategy. Data Types. Each attribute can have only one Desc form.

In a report you can use advanced sorting to define how attribute forms. then the second attribute form with a default sort order is used for sorting. For more information on advanced sorting. refer to the MicroStrategy Advanced Reporting Guide. An attribute form expression defines what columns in the warehouse are used to represent the attribute form in SQL. and other report objects are sorted. only Last Name has a default sort order set. the Customer attribute holds information about the customer such as Name and Address. Modify the Address form so that it has a descending default sort order. Attribute form expressions Attributes act like holders of information and provide context for fact data. Sorting defined for a report takes precedence over default sorting defined for attribute forms.Project Design Guide The Context of Your Business Data: Attributes 6 used to sort the attribute on the report. It is important to note that you can change how attribute forms are sorted from within a report. Each attribute form must have at least one expression. If you include Customer on a report with both Last Name and Address. customers are sorted by their address in descending order. These information units are called attribute forms. 147 © 2007 MicroStrategy. the Customer attribute in the MicroStrategy Tutorial project has the five attribute forms shown below: Of these five attribute forms. This is the default functionality for how attributes are sorted by their attribute forms on reports. If the first attribute form with a default sort order is not included on a report. For example. If you remove the Last Name form from the report. and so on. metrics. Column data descriptions and identifiers: Attribute forms . This is because Last Name was created first and therefore is considered for sorting before the Address form. Inc. For example. customers are sorted by their Last Name in ascending order.

Inc. and/or mathematical operators. since they only use the constants you declare. constants. /. page 155: Implicit form expressions do not relate directly to data stored in the data warehouse. . page 153: Heterogeneous mappings allow you to use columns with different names in the data warehouse as the same attribute form. In this instance. for example. The definition of the simple expression includes the tables in which the column is found. You can also create a form expression using Apply functions. +. These functions are discussed in the Pass-through Expressions appendix in the MicroStrategy Advanced Reporting Guide. a form cannot have two different expressions in the same source table. *. Implicit expressions. • • Simple expressions A simple expression is based on a single warehouse column. -. Joining dissimilar column names: Heterogeneous mappings. The types of attribute form expressions are: • • Simple expressions. the CUST_FIRST_NAME and CUST_LAST_NAME columns in the warehouse provide information about first and last names respectively. Derived expressions. These form expressions create virtual data by combining or using columns to generate the data.6 The Context of Your Business Data: Attributes Project Design Guide For example. 148 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. page 150: Derived form expressions perform some type of mathematical calculation on columns in the data warehouse to create an attribute form. Only implicit attributes do not include a column in the expression. the form expression for the Customer First Name attribute form is CUST_FIRST_NAME. You can create expressions using attribute columns. The form expression for the Customer Last Name attribute form is CUST_LAST_NAME. page 148: Simple form expressions access data through columns in the data warehouse. Although you can have multiple expressions in different tables.

Once gathered. This will enable report designers to display each customer’s date of birth alongside each customer’s name on reports. The Attribute Editor opens. Both of these columns reside in the table LU_CATEGORY. At this point. and then the Customers folder. both of which are defined by simple expressions. ID and Description. Follow the procedure below to create Customer Birth Date as an attribute form in the Customer attribute. Example: creating an attribute form with a simple expression A retailer begins a promotion that offers customers 25% off of their purchases if they fill out a feedback survey on the company website. To create an attribute form with a simple expression 1 In MicroStrategy Desktop. It has two forms. The expression for the ID form is the CATEGORY_ID column and the expression for the description form is the CATEGORY_DESC column. the date of birth data eventually becomes part of the retailer’s data warehouse and the appropriate lookup table is added to the retailer’s project in MicroStrategy. including their dates of birth. open the Attributes folder. Inc. © 2007 MicroStrategy. 3 Double-click the Customer attribute. Category is an attribute in the MicroStrategy Tutorial. 2 Navigate to the Schema Objects folder. the project designer must add the column containing the customer dates of birth as an additional attribute form of the Customer attribute.Project Design Guide The Context of Your Business Data: Attributes 6 For example. log in to the project source that contains the MicroStrategy Tutorial project and then log in to MicroStrategy Tutorial. Column data descriptions and identifiers: Attribute forms 149 . The retailer’s customers provide a variety of information on the surveys. The retailer intends to analyze the data gathered from the surveys to better market their products in the future.

Derived expressions Derived expressions are created using a combination of warehouse columns. While simple expressions have their value determined by just one column in a warehouse table. By calculating the difference between the columns Date of Birth and Current Date. derived expressions are defined using one or more columns as well as other operators and values. the attribute’s value 150 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. functions. you can create a derived attribute to calculate age or anniversaries. Any operation on a column (such as adding a constant. mathematical operators. The Create New Attribute Form dialog box opens. The mapping method is selected as Automatic by default. in the Name field. 9 From the Category used drop-down list. This is the table that contains customers’ dates of birth. select the LU_CUSTOMER table. or setting the expression to be an absolute value) creates a derived expression. 6 Double-click the CUST_BIRTHDATE column to add it to the Form expression pane on the right. The Create New Attribute Form dialog box opens. 8 In the Form general information area. type Customer Birth Date. Inc. close the Attribute Editor without saving your changes.6 The Context of Your Business Data: Attributes Project Design Guide 4 Click New. 11 Because this is only an example. and constants. For example. select DATE since Customer Birth Date is neither the ID form of Customer nor the primary description form. By creating an attribute to calculate age in this manner. . 5 From the Source table drop-down list. adding another column. 7 Click OK. The new Customer Birth Date attribute form is added to the Attribute form pane in the Attribute Editor. 10 Click OK. you can create an attribute to hold the age of a customer or an employee that has been derived from the two columns.

this information is displayed as Mary Jones under the Name column. the SQL query and resulting report can fail. © 2007 MicroStrategy. Example: creating an attribute form with a derived expression In your database. Calculations and functions used in a derived expression can assist in deriving data from the database. Inc. “ + CUST_FIRST_NAME Using this expression. If you created an attribute for age in which you included a constant number. Using the Customer attribute. You can achieve this using a derived form expression Name. If you use syntax that is not supported by your database or other data source. the information is displayed as Jones. log in to the project source that contains the MicroStrategy Tutorial project and then log in to MicroStrategy Tutorial.Project Design Guide The Context of Your Business Data: Attributes 6 is automatically updated as the age changes. 2 Navigate to the Schema Objects folder. and then the Customers folder. However. CUST_FIRST_NAME and CUST_LAST_NAME. First Name using the following syntax: CUST_LAST_NAME + “. Mary under the Name column. but you must make sure you use expressions that meet the requirements of your database-specific SQL syntax. you store Customer names in two different columns. the attribute would need to be updated every time a customer or an employee has a birthday. you could create a derived expression for Name in the format of Last Name. To create an attribute form with a derived expression 1 In MicroStrategy Desktop. the syntax of the derived expression for Name reads: CUST_FIRST_NAME + “ “ + CUST_LAST_NAME On a report. Column data descriptions and identifiers: Attribute forms 151 . As another example. you want reports to display a customer’s first name and last name together as a single entry on a report. which consists of the two strings. open the Attributes folder.

The Attribute Editor opens. This is the table that contains customers’ first and last names. 4 Click New. select None since Last Name. 5 From the Source table drop-down list. First Name is neither the ID form of Customer nor the primary description form. . 10 Click OK. 7 In the Form expression pane. type Last Name. The new attribute form is added to the Attribute form pane in the Attribute Editor. The Create New Attribute Form dialog box opens. Inc. place the cursor to the right of [CUST_LAST_NAME] and type + “. 14 Because this is only an example. 9 Select Automatic as the mapping method. 11 In the Form general information area. 12 From the Category used drop-down list. The Create New Attribute Form dialog box opens. close the Attribute Editor without saving your changes. in the Name field. Your expression should be defined as shown below. 6 Double-click the CUST_LAST_NAME column to add it to the Form expression pane on the right. 8 Double-click the CUST_FIRST_NAME column to add it to the Form expression pane on the right. select the LU_CUSTOMER table. 152 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. “ +.6 The Context of Your Business Data: Attributes Project Design Guide 3 Double-click the Customer attribute. First Name. 13 Click OK.

in the MicroStrategy Tutorial. Of all the tables in which the columns exist. heterogeneous mapping automatically occurs when tables and column names require it. The Day_Date column occurs in the LU_DATE table and the Order_Date column occurs in the ORDER_DETAIL and ORDER_FACT tables. you can select as many or as few as you want to be used as part of the attribute’s definition. your company may have multiple columns in different tables that all represent the same business concept. you might be able to join columns with data types of Number and Integer. If you define more than one expression for a given form. You can map Order_Date and Day_Date to the Day attribute—this ensures that both columns are used when information about the Day attribute is displayed on a report. Each expression is linked to a set of source tables that contain the columns used in the expression.Project Design Guide The Context of Your Business Data: Attributes 6 Joining dissimilar column names: Heterogeneous mappings Heterogeneous mapping allows Intelligence Server to perform joins on dissimilar column names. Inc. The data types of columns used in a heterogeneous mapping for a given attribute must be identical or similar enough for your particular RDBMS to join them properly. depending on your database platform. For example. © 2007 MicroStrategy. you can view the chosen tables in the source Tables area to the right of the Form Expressions area. you can use heterogeneous mapping to map the Day attribute to all of the columns in the data warehouse that represent the same concept of Day. However. most databases cannot join a data type of Text to a data type of Number. In the Attribute Editor. Column data descriptions and identifiers: Attribute forms 153 . In the above example. the ID form of the attribute Day contains two expressions. Because different source systems may store information in various contexts. For example.

6 Double-click the DAY_DATE column to add it to the Form expression pane on the right. 8 Click New. 3 Double-click the Day attribute. 154 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. 9 From the Source table drop-down list. The Create New Form Expression dialog box opens. 4 Click New. select the LU_DAY table. The Create New Attribute Form dialog box opens. The mapping method is selected as Automatic by default. log in to the project source that contains the MicroStrategy Tutorial project and then log in to MicroStrategy Tutorial. select the ORDER_DETAIL table. The Attribute Editor opens. and then the Time folder. 5 From the Source table drop-down list. You could continue this process to add as many heterogeneous columns as part of one attribute form as necessary. 11 Click OK. The mapping method is selected as Automatic by default. Inc. . The Create New Attribute Form dialog box opens. both of which use different tables as the source of their information. 2 Navigate to the Schema Objects folder. Notice that there are now two expressions for the attribute form definition. 7 Click OK. 10 Double-click the ORDER_DATE column to add it to the Form expression pane on the right. open the Attributes folder.6 The Context of Your Business Data: Attributes Project Design Guide To create an attribute form with a heterogeneous column mapping 1 In MicroStrategy Desktop. The Create New Form Expression dialog box opens.

Some attribute definitions can be implied by the existence of a row in a certain table. For example. An implicit attribute such as Rush Order is useful for this purpose. On a report with the Order and Rush Order attributes on the template. Such an attribute has an implicit expression. rather than being defined in terms of columns.Project Design Guide The Context of Your Business Data: Attributes 6 12 In the Form general information area. close the Attribute Editor without saving your changes. which stands for “Yes. Implicit attributes are not commonly used. 15 Because this is only an example.” This implicit expression is used to keep track of which orders are rush orders. RushOrder=‘Yes’. Implicit expressions While most attributes map directly to one or more physical columns in the warehouse. for each order that is a rush order. Column data descriptions and identifiers: Attribute forms 155 . but are useful in special cases such as the scenario described above. although nothing is saved in an actual column. Implicit expressions are not defined by column names. for example. Implicit attributes are useful in analyzing and retrieving relevant information. 14 Click OK. The Rush Order attribute is defined by two expressions: the Rush_Order column in the Order_Fact table and the implicit expression “Y”. an implicit attribute is a virtual or constant attribute that does not physically exist in the warehouse. type Date Example. select None since this is simply an example scenario. The new Date Example attribute form is added to the Attribute form pane in the Attribute Editor. © 2007 MicroStrategy. which is a constant value. they are defined by constants you specify. 13 From the Category used drop-down list. Suppose you want a report to display which orders are rush orders so you can better keep track of your shipments. Any constant is acceptable. Inc. the Rush Order attribute in MicroStrategy Tutorial is an example of an implicit attribute. a “Y” is displayed in the Rush Order column. in the Name field.

drilling. depending on your database or data source type. However. SQL Server has a Year function that extracts just the year from a date. 156 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. .[Date_Id]) The ApplySimple expression above is syntactically correct for SQL Server. you can create a Year attribute using the following form expression: ApplySimple("Year(#0)". you must modify the column alias for the attribute form and map it to a special data type. The following are some examples of such cases. Data Types for more information on how MicroStrategy selects a matching data type). For attributes. By doing so. Inc. Column aliases allow you to specify a more appropriate data type that can help avoid errors in your SQL. By default. This inheritance is governed by MicroStrategy. there are cases where you may need to change the data type. but you would like to create a Year attribute. Big Decimal. Many database platforms have functions that can extract parts of a date from a Date data type. Another example could be a case in which your warehouse does not have a lookup table for year information. a column alias performs the same function as it does for facts. They can also help you take more advantage of the data in your data warehouse. the precision can be preserved when performing filtering. or page-by on the Account attribute. Because this column stores high-precision values. In your data warehouse you have a lookup table for an Accounts attribute where the ID is Account Number and the ID is stored in the database as DECIMAL(18. For example. you may need to use a different syntax. the data type for an attribute form is inherited from the data type of the column on which the form is defined. In such a case. 0).6 The Context of Your Business Data: Attributes Project Design Guide Modifying attribute data types: Column aliases A column alias is a new data type that you can specify in place of the default data type for a given attribute form. which attempts to use a data type as similar as possible to the data type in your database or other data source (see Appendix D. However.

sum(a11.Date_Id) CustCol_1. In addition to specifying the data type to be used for an attribute form. page 147). This is because Date_ID is a Date data type. log in to the project source that contains the attribute to create a new column alias for. the column alias for the attribute form defaults to CustCol (or CustCol_1. Inc.Date_Id) While the column alias name does not affect the actual results or your report.Tot_Dollar_Sales) WJXBFS1 FROM YR_CATEGORY_SLS a11 cross join TRANS_DATE_LW_LY a12 GROUP BY Year(a12. To create a column alias for an attribute This procedure assumes you have already created an attribute with a valid attribute expression for which to create a new column alias.Project Design Guide The Context of Your Business Data: Attributes 6 The data type for this attribute is automatically set to a Date data type. but this can be useful for troubleshooting the SQL for a particularly complex report. the result of the calculation is a year. where the column alias name is used: SELECT Year(a12. you can change the column alias name to be more meaningful. in bold. the column alias also lets you specify the column alias name to be used in the SQL generated by MicroStrategy. However. You can use the Attribute Editor to create column aliases. if you do not change the data type of the column alias. Column data descriptions and identifiers: Attribute forms 157 . The above example is a simple one. the system uses a Date data type and tries to insert integer data into this column. and it is an integer. To avoid the possibility of an error due to conflicting data types. such as 2002. While this does not create a problem in all database platforms. some databases will return an error. CustCol_2. and so on). 1 In MicroStrategy Desktop. The following piece of SQL shows. modify the column alias for the attribute form and change the default Date data type to an Integer data type. When you create a form expression using a custom expression or multiple columns (as discussed in Attribute form expressions. When a temporary SQL table is created. © 2007 MicroStrategy.

6 The Context of Your Business Data: Attributes Project Design Guide 2 Right-click the attribute and select Edit.Definition dialog box opens. The Column Editor . 3 Select an attribute form and click Modify. The Modify Attribute Form dialog box opens. see the MicroStrategy Desktop online help. you can specify the byte length. precision. Depending on the data type selected.Column Selection dialog box. • • 8 Click OK to save your changes and return to the Column Editor . scale. 10 Select Save and Close to save your changes. The Column Editor . For a description of the different data types supported by MicroStrategy. Inc. see Appendix D. 5 In the Column alias area. click Modify. whereas attributes themselves can be considered as report elements or group-by elements that have a one-to-many or a many-to-many relationship with 158 Column data descriptions and identifiers: Attribute forms © 2007 MicroStrategy. 9 Click OK to save your changes and return to the Attribute Editor. The Attribute Editor opens. . Data type: The data type for the fact. bit length. or time scale for your column alias. 6 Select New to create a new column alias.Column Selection dialog box opens. 7 You can modify the following properties for the column alias: • Column name: The name for the column alias which is used in any SQL statements which include the fact column. For a detailed description on each of these properties. Data Types. Attribute forms versus separate attributes Attribute forms can be considered as additional descriptions for an attribute. 4 Select the Column Alias tab.

which is generally undesirable. page 36. Inc. or cross join. In general. or the actual data values for an attribute. these relationships define how the engine generates SQL. for example—without any problems. however. A Cartesian join. The data that you map to attributes can be represented as separate attributes or as an attribute form of an attribute. In other words. see Attribute forms. The decision to model data as an attribute form for a given attribute or as a separate attribute is usually determined during the logical data modeling phase of project design. is very database intensive as every row in one table is joined to every row in the other table. You can run a report with two attributes that are related—Country and City. dictate the relationships that you define between attributes. You do not group by the data. Attribute relationships 159 . and which tables are related to other tables. you should map data to an attribute form rather than a separate attribute if: • • There is a one-to-one relationship between an attribute and the data.Project Design Guide The Context of Your Business Data: Attributes 6 other attributes. Attribute relationships You link directly related attributes to each other by defining parent-child relationships. must include a metric based on a fact that is on or below the level of the two attributes. For more information on whether to model data as an attribute form or as a separate attribute. The parent-child relationships you create determine the system hierarchy within the project. or else a Cartesian join occurs. A report with two unrelated attributes. page 24. how tables and columns are joined and used. Attribute elements. © 2007 MicroStrategy. The implications of whether attributes are related become clear when you begin building reports. as explained in Attribute relationships.

customers and accounts are an example of a many-to-many relationship. One year has many quarters. as part of the initial project design effort and in Viewing and editing the parents and children of attributes. after a project has already been created. Three types of direct relationships can exist between related attributes. Attributes can be either related or unrelated to one another: • Related: A parent-child relationship is defined between two or more attributes. These are the most common types of attribute relationships. The relationship is defined through the attribute’s lookup table or a relationship table. A common example of a one-to-one relationship is citizen and Taxpayer ID. consider the Geography hierarchy of the Customer Analysis Analytics 160 Attribute relationships © 2007 MicroStrategy. In banking. This assumes that quarters are defined with an accompanying year such as Q4 2006. Many-to-many: Each element in the parent attribute can have multiple children and each child element in the child attribute can have multiple parents. One-to-one: Each element in the parent attribute has one and only one corresponding element in the child attribute. Year has a one-to-many relationship to quarter.6 The Context of Your Business Data: Attributes Project Design Guide In MicroStrategy Desktop. For example. page 161. Attributes can also be related to other attributes through a chain of attribute relationships. you can define relationships for the attributes in your project. and each account may be associated with many customers. . Inc. Attributes of this type are often in the same hierarchy. One-to-many: Each element in the parent attribute corresponds to one or more elements in the child attribute. One customer may have many accounts. This step is covered in Simultaneously creating multiple attributes. such as in the case of a joint checking account. page 129. A citizen can have only one Taxpayer ID and a Taxpayer ID can be assigned to only one citizen. and these relationships are defined by the attribute elements that exist in the related attributes. but a specific quarter can be in one year only. Q1 2007. and so on.

spent $2. This allows you to include Customer Region and Customer City on a report and view the different customer cities for each customer region. Unrelated attributes can exist together in fact tables. these two attributes are related through Customer State. How attributes relate to one another and the types of relationships they share define the system hierarchy which is used to generate SQL. © 2007 MicroStrategy. care must be taken when using unrelated attributes on a single report. For example. For example. In general. Customer Region and Customer State are directly related to each other and Customer State and Customer City also have a direct relationship. Attribute relationships 161 . No relationship is present in the lookup tables or relationship tables for these attributes. however. • Unrelated: No parent-child relationship has been defined and the attributes are not related through a chain of attribute relationships. determines the output of a report. Viewing and editing the parents and children of attributes The relationships that exist between attributes rely on the parent-child specifications that you assign to attributes. This SQL. While Customer City is not directly related to Customer Region. 2003 on behalf of the health care company in which he works. In this case. these attributes are relatively straightforward to deal with from a project design perspective. Inc. giving context to the fact. the Customer and Day attributes have no relationship to one another.500 on January 5.Project Design Guide The Context of Your Business Data: Attributes 6 Module of the MicroStrategy BIDK. which contains the attributes Customer Region. in turn. and Customer City: In this scenario. a certain customer. Customer State. Don Addison. A particular customer and a particular day only make sense together if a fact is associated with that combination.

. open the Attributes folder. This means that only one call center exists in each distribution center. The Call Center attribute is listed. you can continue to make changes to the relationships between attributes even after creating your project. However. refer to the MicroStrategy Desktop online help. Also. For a general procedure to view and edit the parents and children of an attribute. 162 Attribute relationships © 2007 MicroStrategy. Assigning parent-child relationships to attributes allows you to connect attributes to one another in user hierarchies. So these two attributes have a one-to-many relationship. 4 Click the Children tab. along with the relationship type it shares with Distribution Center. viewing and changing parent-child relationships may be a necessary troubleshooting method. page 193. 2 Navigate to the Schema Objects folder. Follow the procedure below to view and edit the parents and children of the Distribution Center attribute. A one-to-one relationship exists between Distribution Center and Call Center. in turn. when a report generates inaccurate SQL and results. the Distribution Center attribute is the parent of the Call Center attribute. is the parent of Distribution Center and multiple distribution centers exist in each country. 3 Double-click the Distribution Center attribute. log in to the project source that contains the MicroStrategy Tutorial project and then log in to MicroStrategy Tutorial.6 The Context of Your Business Data: Attributes Project Design Guide Parent-child relationships were designated when attributes were selected for the new project. For example. and then the Geography folder. Inc. Country. To view and edit the parents and children of an attribute 1 In MicroStrategy Desktop. as discussed in Creating Hierarchies to Organize and Browse Attributes. and the relationship table in which the relationship exists. The Attribute Editor opens.

many-to-many relationships and joint child relationships. close the Distribution Center attribute without saving your changes. 7 Because this is only an example. select One to Many from the Relationship type drop-down list. Attribute relationships 163 . you must change the relationship type between Call Center and Distribution Center. and how to read and interpret them. Inc. select the LU_Employee table from the Relationship table drop-down list. Supporting many-to-many and joint child relationships Two forms of attribute relationships. The Logical Data Model and Chapter 3. Before reading this section. While the topics are largely related to logical model design. The following sections discuss the considerations you must make to ensure an effective warehouse design in light of the unique nature of these relationships. you should know what logical data models and physical warehouse schemas are. in this case. can introduce additional complexity to the schema and warehouse design process. These chapters discuss how to plan and create a conceptual framework for your business intelligence data.Project Design Guide The Context of Your Business Data: Attributes 6 Consider a scenario in which multiple call centers now exist in the same distribution center so they no longer have a one-to-one relationship. a working knowledge of physical schemas is helpful when dealing with the challenges involved with these topics. Warehouse Structure for Your Logical Data Model respectively. To change the relationship table. 5 To change the relationship type. Logical data models and physical warehouse schemas are discussed in Chapter 2. 6 You also want the relationship between the two attributes to be defined in the LU_Employee table instead of the LU_Call_Ctr table in which it is defined now. © 2007 MicroStrategy.

both of which can be avoided by correctly modeling the relationship: • • Loss of analytical capability Multiple counting Loss of analytical capability With the color/item many-to-many relationship. • The following sections use the example of items and colors to demonstrate a many-to-many relationship and the options you have for dealing with them. each salesperson can work in more than one calling center. Inc. red socks. there are usually two business questions for which users want answers: 1 In what colors are certain items available? 2 How much of a particular item/color combination was sold? 164 Attribute relationships © 2007 MicroStrategy. there are many colors for a single type of car. green hats—and one color can be associated with many items—red dress. That is. . and each comes in several colors. blue hats. red shoes. each calling center has many salespeople. you must make additional considerations to effectively plan your design. red hat. Below are some real-life examples of many-to-many relationships which must be carefully handled in the data model and schema: • In a certain organization. Potential problems with many-to-many relationships usually come in the following forms. One item can come in many colors—red hats. With the presence of many-to-many relationships. Likewise. many models of cars are produced.6 The Context of Your Business Data: Attributes Project Design Guide Many-to-many relationships The presence of many-to-many relationships introduces complexity during the warehouse design process. In a car manufacturing plant. and many types of cars can be associated with the same color.

Inc. Recall that one-to-many relationships are usually in the child’s lookup table. In many-to-many relationships this is not feasible. color. Attribute relationships 165 . but in addition it shows a simple fact table containing sales data keyed by item. The following diagram shows the same scenario as before. © 2007 MicroStrategy. Answering the second question requires a fact table that has sales information as well as color and item information. Rather. a distinct relationship table needs to be present in your warehouse. The following diagram shows the lookup and relationship tables for item and color: The Rel_Color_Item table provides a row for every possible item/color combination.Project Design Guide The Context of Your Business Data: Attributes 6 Answering the first question requires a table that contains a list of all possible item/color combinations. and date.

Multiple counting occurs when all of the following takes place: • You attempt to aggregate data to the level of one of the attributes in the many-to-many relationship. page 168. Only item/color combinations that were actually sold—and therefore have sales recorded—can be retrieved from this table. In summary. this fact table cannot provide a complete list of item/color combinations to answer question one. to prevent any loss of analytical flexibility when dealing with a many-to-many attribute relationship. or a higher level than one of the attributes in the many-to-many relationship. Multiple counting When dealing with many-to-many relationships. Another equally significant issue is multiple counting. If you have item/color combinations that are available but that have never been sold.6 The Context of Your Business Data: Attributes Project Design Guide The fact table in the above diagram alone is not sufficient to answer the first question. • • 166 Attribute relationships © 2007 MicroStrategy. All of the attributes in the many-to-many relationship are not in the fact table. which are discussed in Working with many-to-many relationships. loss of analytical capability is only one challenge. Inc. the following requirements must be met: • • A distinct relationship table to identify all the possible combinations of attribute elements between attributes Both the attribute ID columns in the fact table You can implement the above points in several different ways. The relationship exists in a distinct relationship table. .

which come in only green and blue.Project Design Guide The Context of Your Business Data: Attributes 6 Recall the example from above. This query would require both the fact table—which has the sales information by item—and the relationship table—since color is not recorded in the fact table. blue. and socks—and that they come in three colors—red. but make the following change: remove color from the fact table. Assume that there are three items—hats. Inc. and green—with the exception of socks. The following diagram shows this data in the lookup tables as well as some simple sales data: The risk of multiple counting occurs when you run a query requesting the sales by color. © 2007 MicroStrategy. dresses. effectively aggregating to the item attribute level in the many-to-many relationship. Attribute relationships 167 .

The three techniques all have differing levels of 168 Attribute relationships © 2007 MicroStrategy. the query aggregates sales for all items that come in red according to the relationship table. The sum includes all hats and all dresses. but the answer you will get based on the data in the fact table is $50. using the given data. For example. which is the total for all hats and dresses. This obviously leads to numbers that are higher than the true sales for red items. however. you cannot confirm this since color is not recorded in the fact table. seemingly simple questions can require you to take a number of steps to answer them when many-to-many relationships are involved. It is entirely possible that all the dresses sold are green. including blue ones and green ones. Inc. which can be calculated directly from the fact table. • What are the total sales for red dresses? Again. For example. If all the dresses sold are indeed green. • What are the total sales for red items? You cannot determine an accurate answer.6 The Context of Your Business Data: Attributes Project Design Guide The difficulty lies in the fact that color is not in the fact table. . instead of calculating the sales of red items. There is no way to directly relate the sales of an item in the fact table to the color of that particular item. Working with many-to-many relationships As you can see. since socks do not come in red. the correct answer is $0. you cannot determine an accurate answer. the following questions cannot all be answered accurately: • What are the total sales for hats? The answer is $35. The answer you get is $85. The following section describes several ways to prevent multiple counting when dealing with many-to-many relationships. You can use one of three techniques to provide physical support to answer the types of questions that cannot be answered accurately when using many-to-many relationships.

When a metric is included. In all cases. Method 1 This method is the most straightforward way to effectively manage many-to-many relationships. and flexibility is always a trade-off with complexity. the SQL Engine uses the related table when no metric is included on the report. All of the following methods require additional data in the fact table. For example. This means that you must capture the additional data in the source system. the fact table is used to answer the query. Method 1 requires you to create a separate relationship table (in this case. Inc. you need to have data in the source system as to what the color is of each item sold. If you make both of the above physical implementations. Attribute relationships 169 . you cannot fully resolve the many-to-many relationship to calculate the amount of sales for items of a certain color. Rel_Color_Item) and add both attribute IDs to the fact table as shown in the following diagram. If this additional data was never captured in the source system.Project Design Guide The Context of Your Business Data: Attributes 6 flexibility. the two fundamental components remain in place in one form or another: • • A relationship table to define the attribute relationship Both the attribute’s ID columns in the fact table MicroStrategy builds the rules that MicroStrategy SQL Engine uses to generate SQL when a report request is made. © 2007 MicroStrategy.

This attribute is essentially a concatenation of Color and Item. in this case Item_ID and Color_ID. which gives it a 170 Attribute relationships © 2007 MicroStrategy. While this method eliminates the need for a separate relationship table. to the fact table as shown in the following diagram. Here the many-to-many relationship is converted into a compound attribute relationship. rather than two Here you must create a new attribute. . Inc. Method 3 Method 3 is the most versatile solution and has the following characteristics: • • • Further simplifies the compound attribute relationship from Method 2 into a simple attribute relationship Provides the ability to view item and color together or independently Requires only one attribute column in the fact table for complete flexibility. you lose the ability to view items independent of color. you add both attribute IDs. Also. You treat one attribute as a child of the other and have a compound key for the lower level attribute. lower in level than either Color or Item.6 The Context of Your Business Data: Attributes Project Design Guide Method 2 Method 2 eliminates the many-to-many relationship and the need for a distinct relationship table. or vice versa.

The major difference is that the distinct relationship table from Method 1 has an additional column.Project Design Guide The Context of Your Business Data: Attributes 6 one-to-many relationship between itself and each of its parent attributes. text facts. which extends the relationship of each item/color combination into a single value. or qualities. as well as possibly adding complexity to the ETL process. Joint child relationships Some attributes exist at the intersection of other indirectly related attributes. They do not fit neatly into the modeling schemes you have learned about thus far. Joint child relationships connect special attributes that are sometimes called cross-dimensional attributes. Inc. particularly common in retail data models or situations. Such attributes are called joint children. you only need to include this new child attribute SKU. like facts. Attribute relationships 171 . © 2007 MicroStrategy. SKU. Consequently. they exist at the intersection of multiple attribute levels. These relationships can be modeled and conceptualized like traditional attributes but. This method is actually quite similar to Method 1. rather than including Color and Item in the fact table. you can use this single value in the fact table. The major disadvantage of Method 3 lies in creating the new attribute if your business model does not already use a similar structure. as shown in the following diagram. Finally. This is the SKU attribute.

A business might run this promotion around Valentine's Day and again at Christmas time. consider the relationship between three attributes: Promotion. Therefore. Item. . In this case. these are likely candidates for joint child relationships. Inc. For example. if flags are referenced in your source system documentation. and Quarter. Joint child relationships are really another type of many-to-many relationship where one attribute has a many-to-many relationship to two otherwise unrelated attributes. In this case. Supporting joint child relationships One way to resolve a many-to-many relationship is to have a relationship table for the attributes involved in the many-to-many relationships.6 The Context of Your Business Data: Attributes Project Design Guide Many source systems refer to these special attributes as flags. as shown in the following diagram. you might create 172 Attribute relationships © 2007 MicroStrategy. Promotion has a many-to-many relationship to both Item and Quarter. An example of a promotion might be a “Red Sale” where all red items are on sale.

Project Design Guide The Context of Your Business Data: Attributes 6 two relationship tables. Alternatively. one to relate Promotion and Item. Attribute relationships 173 . Inc. Defining the relationship directly in the lookup table for the parent of the joint child—in this case. These two tables are sufficient to answer questions such as: • • What items have been in what promotions? What quarters have had what promotions? However. you must combine the two relationship tables. However. you can build the relationship directly into the fact table. © 2007 MicroStrategy. Promotion—would be fine. these tables are not sufficient to answer the following more detailed and insightful questions: • • What items were in what promotions in a given quarter? In what quarters was a certain item involved in a certain type of promotion? To answer these questions. it does not necessarily have to be in its own. The second relates Promotion and Quarter as shown in the following diagram. creating one table to relate all three attributes. The relationship in the distinct relationship table must exist for a joint child relationship to be properly defined. distinct relationship table.

The issues with many-to-many relationships—loss of analytical capability and multiple counting—also apply to many-to-many joint child relationships. it is important for you to define it in MicroStrategy so that you get the correct data for reports that use the parent attribute in a joint child attribute. as opposed to it being related to Item and Quarter separately. This ensures that when you need to join the fact table to the parent attribute of a joint child relationship—for example.6 The Context of Your Business Data: Attributes Project Design Guide In these examples. The Promotion attribute is related to a particular Item-Quarter pair. If you have a joint child relationship in your data. to see sales by promotion—the join will always use both joint children rather than just one or the other. Notice that a joint child relationship can be one-to-many or many-to-many. Inc. . 174 Attribute relationships © 2007 MicroStrategy. This is the essence of a joint child relationship and is shown in the following diagram. It is important to notice the relationship between the three attributes.

notice that the attributes Origin Airport and Destination Airport are defined using the same lookup table. Suppose you define two attributes that have the same data definition but play different roles in your business model. in the following image. Inc. but you do not want to create two separate lookup tables with identical data. © 2007 MicroStrategy. LU_AIRPORT. How an attribute plays multiple roles depends on the specific attribute. When multiple attributes are defined using the same lookup table and column. Attributes that use the same lookup table: Attribute roles 175 . AIRPORT_ID. Creating two separate lookup tables would create redundancy. and thus take up more storage space and be harder to maintain. the attributes are essentially playing different attribute roles. For example. it is understood that destination airport data differs from origin airport data. Although it makes sense to see JFK as either an origin or destination airport on a report. and column. You need to support the logical concepts of an origin airport and a destination airport.Project Design Guide The Context of Your Business Data: Attributes 6 Attributes that use the same lookup table: Attribute roles Attribute roles allow you to use the same data to define and support two separate attributes.

you must create an attribute in the logical model for each of the roles. If a report designer places both the Origin Airport and Destination Airport attributes on a report to obtain the number of flights that originated from MIA and arrived at LGA. the fact columns are ORIGIN_AIRPORT_ID and DESTINATION_AIRPORT_ID. Inc. as shown below.6 The Context of Your Business Data: Attributes Project Design Guide The Origin Airport and Destination Airport attributes share the same attribute forms. This ensures that a report with attributes playing multiple roles returns correct data. In the following diagram. as explained in Specifying attribute roles. This occurs because the SQL statement tries to obtain the description of an airport that is both MIA and LGA at the same time (Airport_ID = "MIA" AND Airport_ID = "LGA"). and so on. In one case. location. an empty result set is returned. it refers to the 176 Attributes that use the same lookup table: Attribute roles © 2007 MicroStrategy. a separate column exists for each of their roles. In the fact table. such as description. If you identify that one of your attributes needs to play multiple roles. or various aspects about them. however. . State is another example of an attribute that can have two roles since it relates to both the Vendor and Store attributes. page 177.

For example. where you create multiple attributes that have the same lookup table and allow MicroStrategy to automatically detect the multiple roles. That is. a query involving both Vendor State and Store State needs to use the State table twice in the same query. Attributes that use the same lookup table: Attribute roles 177 . as shown in the above diagram. To create unique attributes.Project Design Guide The Context of Your Business Data: Attributes 6 location of a vendor. Inc. In the data warehouse. generating the empty result set. The State attribute is therefore said to be playing two roles. The SQL statement tries to obtain the description of a state that is both Arkansas and New York simultaneously. Specifying attribute roles To see both roles on the same report. a report is created to display vendors from Arkansas who sold to New York stores. you must treat them as different attributes. In an OLTP system. The results may be blank if the data warehouse structure was set up incorrectly. they must have different attribute names. you have the following options: • Automatic attribute role recognition. roles are most often implemented as a single table. Automatic recognition is enabled by the VLDB © 2007 MicroStrategy. it refers to the location of a store. In the other.

Inc. an attribute must be created in the logical model for each of the roles. You can use either automatic attribute role recognition or explicit table aliasing to create the attribute roles. refer to the MicroStrategy System Administration Guide. Table aliasing provides advanced users with more control. For example.6 The Context of Your Business Data: Attributes Project Design Guide property Engine Attribute Role Options at the database instance level. meaning that a child attribute is shared. . Remember this rule to help you identify attribute roles: If you want to see the same attribute multiple times on one report. Automatic recognition does not work if the attributes are in the same hierarchy. you can have a maximum of 99 attributes defined on the same column of the same lookup table. the two State attributes do not have a common child attribute. If you are new to MicroStrategy. If you are upgrading or have a very complex schema. 178 Attributes that use the same lookup table: Attribute roles © 2007 MicroStrategy. as Ship Month and Order Month. it is easier to use automatic attribute role recognition. is enabled). Month is the attribute that has multiple roles. for example. In this example. you encounter an error. if you identify that any one of your attributes needs to play multiple roles. In a MicroStrategy project in which automatic attribute role recognition is enabled (meaning that the database instance-level VLDB property. it may be the better alternative. and are unable to update the project schema or restart Intelligence Server. the attribute has multiple roles. however. In summary. in the State example provided above. • Explicit table aliasing. MicroStrategy recommends that you take advantage of automatic role recognition if you do not know the details of the modeling logic or the database. If you create more than this number of attributes. Engine Attribute Role Options. For more information. where you create multiple logical tables pointing to the same physical table and define those two logical tables as the lookup tables for the two attributes.

Inc. Since the state in which a vendor resides and the state in which one of the stores is located are two different things. Store State and Vendor State. The resulting SQL code contains a self-join with the LU_State table. which in most cases simply represents a column or columns in a lookup table. a query involving both Vendor State and Store State needs to use the State table twice in the same query to get correct results. Automatic role recognition works only when the attributes use exactly the same expression. LU_State. Automatic recognition allows these two attributes. to access the same lookup table. Attributes that use the same lookup table: Attribute roles 179 .Project Design Guide The Context of Your Business Data: Attributes 6 Using automatic attribute role recognition In the data warehouse. Consider the following sample desired report: Vendor_State_ID=15 (Arkansas) Metrics Vendor State Vendor Store Store State Dollar Sales In this case. using different attribute names for the same expression. can be used for both © 2007 MicroStrategy. The logical model would look like the following: Note that both roles for the State attribute are included in the logical model so that “State” can be considered from two different perspectives.” The same lookup table. “Show me total sales by Store State for all my vendors in Arkansas (Store State ID = 15). You can set up two attributes. the request is. the logical model must reflect that. both of which use the same lookup table. Vendor State and Store State.

An attribute such as State can play more than one role in the data warehouse. When you use explicit table aliasing to designate attributes that have multiple roles. the State attribute is said to play two roles: it refers to both the location of a vendor as well as the location of a store. if attribute roles are used. it can represent the Vendor State or the Store State. found in the database instance-level VLDB Properties under Query Optimization.6 The Context of Your Business Data: Attributes Project Design Guide attributes. Explicitly aliasing tables to specify attribute roles Explicit table aliasing provides more robust functionality than automatic recognition. The two attributes refer to the same columns of that table. so advanced users are encouraged to take advantage of this solution. The logical model would look like the following. In this case. both roles for the State attribute are included in the logical model so that State can be considered from two different perspectives. . Store State and Vendor State. Inc. To use automatic attribute role recognition. See the MicroStrategy Desktop online help or the MicroStrategy System Administration Guide for steps to set this VLDB property. just as it would if you used automatic recognition: 180 Attributes that use the same lookup table: Attribute roles © 2007 MicroStrategy. you must select the Engine Attribute Role Options.

State_Desc as State_Desc FROM LU_State a12 LU_State a13 © 2007 MicroStrategy. Since they are just different names for the same physical table. as shown by this sample SQL: SELECT a12. If you use explicit table aliasing for the Store attribute. LU_State. the two lookup tables LU_State_Store and LU_State_Vendor are used. as shown in the following diagram.State_Desc as State_Desc SELECT a13. one table (LU_State_Store) contains the attribute Store State while the other (LU_State_Vendor) contains Vendor State. the report accesses the same physical table. but point them each to the same physical table. for both state names. you create separate lookup tables in the schema.Project Design Guide The Context of Your Business Data: Attributes 6 The difference between automatic recognition and explicit table aliasing is that when you use explicit table aliasing. Inc. Attributes that use the same lookup table: Attribute roles 181 . Consider the following sample desired report that should provide data about the total sales by Store State for all vendors in Arkansas (Store State ID = 15): Vendor_State_ID=15 (Arkansas) Metrics Vendor State Vendor Store Store State Dollar Sales When explicit table aliasing is used.

5 Right-click the LU_State table and select Create Table Alias. allowing you to rename a copy of the same table. you would select the LU_State_Store table for the Store State attribute and LU_State_Vendor for Vendor State. 6 Right-click LU_State(1). log in to the project source that contains the MicroStrategy Tutorial project and then log into MicroStrategy Tutorial. Inc. . and then select the Tables folder. 3 Right-click the LU_State table and select Create Table Alias. To create attribute roles with explicit table aliasing This procedure provides steps to re-create the example of explicit table aliasing described in this section. and rename the table as LU_State_Store.6 The Context of Your Business Data: Attributes Project Design Guide You create table aliases in the Schema Objects/Tables folder in MicroStrategy Desktop. 182 Attributes that use the same lookup table: Attribute roles © 2007 MicroStrategy. select Rename. Create the attributes 7 Select the Attributes folder. An LU_State(1) table is created. When you are ready to create new attributes—as in the example discussed above—you can map the appropriate table to each attribute. 2 Navigate to the Schema Objects folder. Table aliases are one kind of logical table. In the case above. select Rename. You can use the same high-level procedure and concepts as guidelines to create attribute roles in your project setup. the selected table is copied. refer to Appendix C. For information about logical tables. and rename the table as LU_State_Vendor. When you create a table alias. 1 In MicroStrategy Desktop. 4 Right-click LU_State(1). An LU_State(1) table is created. Logical Tables.

Attributes with more than one ID column: Compound attributes 183 . The Create New Form Expression dialog box opens. 10 In the Available columns pane. Attributes with more than one ID column: Compound attributes A compound attribute is an attribute with more than one column specified as the ID column. The Attribute Editor opens. 9 From the Source table drop-down list. Do NOT select the LU_State_Vendor table as a source table. select New. and then Attribute. 13 Click OK. page 182) used to create State Store above. This implies that more than one ID column is needed to uniquely identify the elements of that attribute. double-click STATE_ID. you build a compound © 2007 MicroStrategy. Generally. select LU_State_Store. 15 Save the State Store attribute once you are finished mapping attribute forms to columns of the LU_State_Store table. You must make sure to map any State Store attribute forms to columns from the LU_State_Store table. select the LU_State_Store table. 12 In the Source tables pane. otherwise the attributes cannot have separate roles. except you must use the LU_State_Vendor table instead of the LU_State_Store table. 11 Select Manual mapping and click OK. Inc.Project Design Guide The Context of Your Business Data: Attributes 6 8 From the File menu. 16 Create a Vendor State attribute with the same sub-procedure (Create the attributes. The Create New Attribute Form dialog box opens. 14 Click New to map any other columns to attribute forms for the State Store attribute.

with two attribute forms. However. Therefore. but in the same country. see Collections of attribute forms: Form groups. The item shirt has an Item_ID of 1. there are different shirts. The same Distribution Center identification numbers can exist for different distribution centers. For example. both the Country_ID and Dist_Ctr_ID columns must be mapped to the Distribution Center attribute to ensure that data about distribution centers is displayed correctly and completely on a report. Inc. The values in the Item_ID column do not uniquely identify an item. women’s. They should also use the same lookup table. It is an attribute that requires that two different columns are specified as the ID column. creating a compound attribute. You can create a compound attribute. ID and Description. each distribution center has a unique identification number. Class and Item. Example: Creating compound attributes Distribution Center is an example of a compound attribute in the MicroStrategy Tutorial. For information about form groups. Item_ID and Class_ID must be grouped together. When defining the ID form. Distribution Center. regardless of country. 184 Attributes with more than one ID column: Compound attributes © 2007 MicroStrategy. Class is the parent of Item and has a one-to-many relationship with it. a compound key is a primary key that consists of more than one database column. to uniquely identify a man’s shirt. and children’s. In the relational database. To uniquely identify a distribution center. This creates a unique identifier for each distribution center. This data is represented by the Dist_Ctr_ID and Country_ID columns respectively. depending on the class—men’s. All of the ID forms of the compound attribute should be grouped together using form groups. one must know two details about the distribution center: the ID of the distribution center and the country in which it exists. a retail project has two attributes. select the source table columns for Country ID and Distribution Center ID.6 The Context of Your Business Data: Attributes Project Design Guide attribute when your logical data model reflects that a compound key relationship is present. . page 186. Therefore.

select New. and then Attribute. The Create New Attribute Form dialog box opens. 11 Select Automatic mapping and click OK. 4 From the Source table drop-down list. This attribute form maps to the distribution center ID column necessary to complete the definition of the Distribution Center attribute. in the Name field. For a general procedure to create compound attributes. and open the My Objects folder. refer to the MicroStrategy Desktop online help. The Attribute Editor opens. Attributes with more than one ID column: Compound attributes 185 . This is the table in which the two ID columns of Distribution Center reside. 7 In the Form general information area.Project Design Guide The Context of Your Business Data: Attributes 6 Follow the procedure below to create the Distribution Center compound attribute. and click OK. 6 Select Automatic mapping and click OK. The Create New Attribute Form dialog box opens. 10 Double-click the DIST_CTR_ID column to add it to the Form expression pane on the right. 9 In the Attribute Editor. 2 Navigate to the My Personal Objects folder. log in to the project source that contains the MicroStrategy Tutorial project and then log into MicroStrategy Tutorial. with the Create New Form Expression dialog box displayed on top of it. 5 Double-click the COUNTRY_ID column to add it to the Form expression pane on the right. © 2007 MicroStrategy. select the LU_DIST_CTR table. To create the Distribution Center compound attribute 1 In MicroStrategy Desktop. Inc. click New to create the other attribute ID form. 3 From the File menu. type Country ID. 8 Keep all other defaults.

with the form group you created in the Attribute forms pane. The Create New Attribute Form dialog box opens. You must designate this attribute form as an ID column so that it can be combined with the Country_ID form to create one unique identifier ID for the Distribution Center attribute. page 186. Create a form group 14 A dialog box notifies you that another form (in this case. select ID from the Category drop-down list. 16 Because this is only an example. refer to Collections of attribute forms: Form groups. type Distribution Center and click OK. 13 In the Form category section. Click Yes. which identifies that an attribute form requires more than one ID column to uniquely identify its elements. close the Distribution Center attribute without saving your changes. In general. which are attributes with more than one column specified as the ID column. . You must create a form group to create a compound key. Click OK. This is necessary when creating compound attributes. For basic information and examples about form groups. The Attribute Editor opens. 15 In the Name field. You can also use form groups to link similar forms together so that they are displayed together on a report. Inc. type Distribution Center ID Number. in the Name field. 186 Collections of attribute forms: Form groups © 2007 MicroStrategy. you create form groups to create compound attributes.6 The Context of Your Business Data: Attributes Project Design Guide 12 In the Form general information area. Collections of attribute forms: Form groups A form group is a grouping of attribute forms that are related in a way that justifies combining the forms into a single form. COUNTRY_ID) is already using the ID form category and that you must create a form group to combine the two ID columns.

the included forms are joined together and act as one form. In the Attribute Editor. France which has a Dist_Ctr_ID=1 as well. England which has Dist_Ctr_ID=1. Therefore. This is because all countries identify distribution centers with numbers starting at 1. For an example of creating a form group (form group creation is a subtask of the complete procedure). By grouping forms. and you also have a distribution center in Paris. see the procedure To create the Distribution Center compound attribute. To uniquely identify a distribution center. Inc.Project Design Guide The Context of Your Business Data: Attributes 6 Supporting compound attributes Compound attributes are required when an attribute requires two or more columns to uniquely identify its elements. you have a distribution center in London. Distribution Center is an example of a compound attribute. Collections of attribute forms: Form groups 187 . a compound attribute is created by using a form group to group together two forms to create the attribute’s ID. In the MicroStrategy Tutorial. For example. When you create a form group. one needs information from both the Country_ID and Dist_Ctr_ID tables. To uniquely identify the two distribution centers you must include the Country_ID as part of the attribute ID. you can design a uniquely defined form that groups two or more forms under an attribute. choose the same form category for both forms—you are then prompted to name your new form group. © 2007 MicroStrategy. the Distribution Center attribute is identified using a form group that combines these two forms. page 185. When you create a form group.

For example. You can group two or more attribute forms together while creating the attribute forms as described in To create the Distribution Center compound attribute. page 185. Inc. 188 Collections of attribute forms: Form groups © 2007 MicroStrategy. the user can simply display the Name form and the report then includes both the customers’ first and last names. You can also group two or more attribute forms as a form group after creating all of the attribute forms. the form group in the diagram below joins the forms Last_Name and First_Name to create the form group Name for the attribute Customer: By grouping these two forms. To group attribute forms as a form group 1 In MicroStrategy Desktop. as described in the procedure below.6 The Context of Your Business Data: Attributes Project Design Guide Displaying and organizing related forms Form groups are also used to conveniently organize common attribute forms that can be paired on a report. . log in to the project source that contains the MicroStrategy Tutorial project and then log into MicroStrategy Tutorial.

Using attributes to browse and report on data 189 . Since this is only an example of how to create a form group. A form group which includes an item’s name and foreign name is created for the Item attribute. Inc. open the Attributes folder. The Create New Attribute Form dialog box opens. Users browse through attributes to locate an attribute to use on a report. 10 Select the Item Name 2 and Foreign Name attribute forms. and then right-click the selected attribute forms and select Group. 3 Double-click the Item attribute. Using attributes to browse and report on data Once attributes are built. 9 Click OK. 5 Double-click the ITEM_NAME column to add it to the Form expression pane on the right. The Create New Form Expression dialog box opens. 8 In the Form category area. The Attribute Editor opens. type Item Name2. and users place an attribute on a report to display details about the particular attribute and how it relates to fact data. Each © 2007 MicroStrategy. they are used in two primary ways—browsing and reporting. in the Name field. 7 In the Form general information area. in the Category used drop-down list. The Attribute Editor opens.Project Design Guide The Context of Your Business Data: Attributes 6 2 Navigate to the Schema Objects folder. do not save the changes to the Item attribute. 4 Select New. The Attribute Editor opens. type Item and Foreign Name and click OK. select None. 6 Select Automatic mapping and click OK. The Create New Attribute Form dialog box opens. and then the Item folder. 11 In the Name field.

This separation allows for greater attribute display flexibility depending on the application. Browse forms are the attribute forms that appear as a user browses through the element list of an attribute in the Data Explorer in a project. but you still must specify the global. In Grid view.chicago. the first form you create is not included as a report display or browse form.6 The Context of Your Business Data: Attributes Project Design Guide attribute can be displayed in a variety of forms so you must specify the default display of each of the attributes in the project. Report display forms are the attribute forms that appear as columns in a completed report. browse forms identify attribute elements. When creating attributes. . By selecting different forms for the attribute. Inc. then you might choose to display the Long Description form. default for each attribute. www. you can add the attribute forms in Report Objects to the report without re-executing the report. that is. You can modify the attribute forms displayed by: • Right-clicking an attribute on a report or template and selecting the desired attribute forms 190 Using attributes to browse and report on data © 2007 MicroStrategy. If Description is selected as the attribute form. If a report lists the cities in which you have stores. or project-wide. a report includes Region as an attribute. For example you can include a cities URL attribute form as a browse attribute form so that your users can choose to display the form on a report. Therefore. you select a different set of values for display. the display could be a number such as four. The only exception is if you create multiple attribute forms. instead of the URL attribute form. You can also select which attribute forms are retrieved with the report results but not displayed on the grid. all forms are included as report display forms and browse forms by default. such as Northwest. These browse forms are found in the Report Objects pane. You can do this on a report-by-report basis. such as Chicago. If ID is selected as the attribute form. An attribute’s report display forms determine which attribute forms are displayed by default when the report is executed. You must choose a default attribute display for browsing and another for reporting. For example. the display could be a name.com.

The Description form of Distribution Center. Displayed on a report. Using attributes to browse and report on data 191 . however. You can also determine which attribute forms are displayed when browsing a project with the Data Explorer. selecting Attribute Display to open the Attribute Display dialog box For steps to display attribute forms on a report or template. you can specify whether the identification number of each distribution center. the Distribution Center attribute in the MicroStrategy Tutorial consists of an ID form group and a Description form. © 2007 MicroStrategy. displays the actual name of the Distribution Center such as “San Diego. In the case of the Distribution Center attribute. Follow the example procedure below to set one of the Distribution Center attribute’s forms to be displayed in reports and while browsing the MicroStrategy Tutorial project.Project Design Guide The Context of Your Business Data: Attributes 6 • From the Data menu. Inc. refer to the MicroStrategy Desktop online help.” You can use the Attribute Editor to determine how the attribute forms are displayed on a report. the distribution center names. The ID form group is made up of two separate ID columns. see the online help and the section below. For example. For a general procedure to set how attribute forms are displayed by default. the Dist_Ctr_ID form shows the identification numbers of specific distribution centers in the data warehouse. Country_ID and Dist_Ctr_ID. or both are displayed. Setting how attribute forms are displayed by default You can generally display attribute forms in a number of ways.

open the Attributes folder. 4 You can set the ID 2 form to be displayed in the following ways: • To set the ID 2 form as a form that is displayed on a report by default: Select ID 2 from the Available forms pane and click the top > button to add the form to the Report display forms pane on the right. See the MicroStrategy Basic Reporting Guide for details. . page 209. the description form of the Distribution Center is set as the only display form. The ID 2 form in the Available forms pane represents the distribution centers’ identification numbers. Inc. The Data Explorer makes hierarchies available for users to facilitate placing objects on reports. 5 Because this is only an example. close the Attribute Editor without saving your changes. and then the Geography folder. You can also determine how attributes are displayed while users are editing and viewing reports. navigate to the Schema Objects folder. This means that. in the Report display forms pane. The Data Explorer is discussed in Enabling hierarchy browsing in reports: Data Explorer. The Attribute Editor opens. On the right. • 192 Using attributes to browse and report on data © 2007 MicroStrategy. when the Distribution Center attribute is used on a report. the actual names of the distribution centers are displayed. 3 Click the Display tab. To set the ID 2 form so it is displayed in the Data Explorer when a user browses the Distribution Center attribute: Select ID 2 from the Available forms pane and click the bottom > button to add the form to the Browse forms pane on the right. 2 Double-click the Distribution Center attribute.6 The Context of Your Business Data: Attributes Project Design Guide To display an attribute form in reports and in the Data Explorer 1 In the MicroStrategy Tutorial.

Month. 193 . either ordered or unordered. CREATING HIERARCHIES TO ORGANIZE AND BROWSE ATTRIBUTES Introduction Hierarchies are groupings of attributes that can be displayed. Week. This chapter discusses hierarchies as they exist in the MicroStrategy environment and provides information on the two different types of hierarchies in MicroStrategy. In Chapter 2. you can include a Time hierarchy in your model that consists of Day. For example. The system hierarchy is automatically created when you create a project and is maintained by the © 2007 MicroStrategy. and Year attributes. Inc. These types of hierarchies include the system hierarchy and the user hierarchy.7 7. to reflect the relationships that exist between the attributes in a project. you learned how to use hierarchies to group related attributes in practical business areas. The Logical Data Model.

you create user hierarchies using the Hierarchy Editor. This chapter explores how to create and configure user hierarchies in MicroStrategy and provides additional information about hierarchy functionality in MicroStrategy Desktop. For information on user hierarchies and system hierarchies. see Types of hierarchies. page 196. 194 Creating user hierarchies © 2007 MicroStrategy. . Creating user hierarchies In MicroStrategy Desktop. The user hierarchy is a hierarchy which you create specifically for your report designers. Inc.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide relationships that exist among the project’s schema objects. Follow the procedure below to learn how to create a user hierarchy.

arrows appear between related attributes. © 2007 MicroStrategy. Type a name for the hierarchy. and then the Data Explorer folder. 3 Open the Hierarchies folder. The attributes you selected appear in the Hierarchy Viewer. Click OK to close the Select Attributes dialog box. select New. a dialog box opens notifying you that the hierarchy you are about to save is drillable in reports. an entry point. Creating user hierarchies 195 . you must edit the attribute(s) in the Attribute Editor. Drill hierarchies are discussed in Drilling using hierarchies. 4 From the File menu. you can view the details of each attribute in the hierarchy. 7 Click Save and Close. select the attributes to use in the hierarchy and click the arrow to add them to the Selected objects window. Once you save and re-open the hierarchy. navigate to and open the Schema Objects folder. page 161.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 To create a new user hierarchy 1 In MicroStrategy Desktop. 2 In the Folder List. log into the project source that contains your project and open the project. These details include whether or not the attribute is locked. This procedure is covered in Viewing and editing the parents and children of attributes. 6 In the Hierarchy Editor. Inc. from the View menu. page 209. or filtered. select Show Details. and then Hierarchy. To do so. The Hierarchy Editor opens. followed immediately by the Select Objects dialog box. The arrows that connect certain attributes denote the presence of a relationship between the connected attributes. 5 In the Select Attributes dialog box. If arrows do not appear between attributes you know are related. in the Available objects window. If the Use as a drill hierarchy check box at the bottom of the Hierarchy Editor is selected. and update the schema. assign the appropriate parent or child relationship to the attributes.

navigate to the location in which you want to save the hierarchy. They are user-defined and do not need to follow the logical data model. You can save user hierarchies in any folder. Inc. arranged in specific ways that make sense to a business organization. However. You do not need to create the system hierarchy.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide 8 In the Save As dialog box. you must place it in the Data Explorer sub-folder within the Hierarchies folder. it does not define ordering or grouping among attributes. 9 Update the project schema by selecting Update Schema from the Schema menu. Although the system hierarchy specifies an ordered set of all attributes in the project. it is automatically created in Desktop when you create a project. • 196 Types of hierarchies © 2007 MicroStrategy. among other configurations. Types of hierarchies The two types of hierarchies that exist in MicroStrategy include: • System hierarchy: The system hierarchy is created according to the relationships defined between the attributes in your project. The ordering and grouping of attributes. page 194. Steps to create user hierarchies are discussed in Creating user hierarchies. you can easily change the design of a user hierarchy to include additional attributes or limit user access to certain attributes. to make the user hierarchy available for element browsing in the Data Explorer. This type of hierarchy is created to provide flexibility in element browsing and report drilling. is defined in user hierarchies. As the structure of your business intelligence evolves. . User hierarchy: User hierarchies are named sets of attributes and their relationships to each other.

and Day attributes. These report objects are discussed in detail in the MicroStrategy Advanced Reporting Guide. The system hierarchy is useful in determining relationships between all objects in the project. Types of hierarchies 197 . Month. The system hierarchy holds information on the relationships between attributes in the project. arranged in specific sequences for a logical business organization. User hierarchies: Logical business relationships User hierarchies are sets of attributes and their relationships. It contains all of the attributes in the project and is actually part of the schema definition. and components of consolidations. Inc. You create user hierarchies to define the browse and drill relationships between attributes. but not the Hierarchy Editor. Quarter. filter conditions. you can create a Time hierarchy that contains the Year. The Hierarchy Viewer is discussed in detail in Using the Hierarchy Viewer. and so on. You can access the Hierarchy Viewer from Graphical View in the Schema menu. When you first create a project. When you browse the attributes in the Data Explorer. the only hierarchy it contains is the system hierarchy. For example. or when you define attribute children in the Project Creation Assistant. © 2007 MicroStrategy. page 211. You can view the system hierarchy in the Data Explorer or in the Hierarchy Viewer. you can double-click Year to get to Quarter and double-click Quarter to get to Month. The system hierarchy cannot be edited but is updated every time you add or remove attribute children or parents in the Attribute Editor. Any attributes that are not assigned to a user hierarchy remain available to the system as report objects. Attributes from the system hierarchy do not need to be part of an explicitly-defined user hierarchy.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 System hierarchy: Project schema definition The system hierarchy is the default hierarchy that MicroStrategy sets up for you each time you create a project.

You can create user hierarchies in the Hierarchy Editor using one or more attributes from the system hierarchy. A user hierarchy is the only type of hierarchy you can define. . and you can create any number of user hierarchies for each project. Within the Location hierarchy. The Customer hierarchy also groups together the attributes Company. and Customer. This allows users to more easily locate attributes in a project and navigate from one attribute to another. You should define user hierarchies that correspond to specific areas of your company business model and data warehouse schema. he or she can drill down to Month. up to Year. in drilling the user actually chooses to move to higher or lower levels on a report or move across to levels within different hierarchies. 198 Hierarchy organization © 2007 MicroStrategy. For example. Inc. Contact. you can place related attributes into hierarchies by their level. City. if the user drills on the Quarter attribute in a report. The example below demonstrates the Location and Customer hierarchies.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide Whereas browsing occurs through the Data Explorer. and Store are organized according to their relationships to each other. State. or across to an attribute within another hierarchy. For example. Hierarchy organization The best design for a user hierarchy is to organize or group attributes into logical business areas.

The rest of this chapter discusses user hierarchies and how to create and configure them in your project. Inc. State. and Store on a report. only the user hierarchy allows you to logically define and order groups of attributes.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 When creating user hierarchies. there are two instances of the Region hierarchy. In the example below. One hierarchy demonstrates Region having multiple States and the States having multiple Stores. Hierarchy organization 199 . then the only options for drilling or browsing are the Region and Store levels. When you group attributes together into user hierarchies. However. This hierarchy allows you to create drilling and browsing options to the lower levels to view Region. Hierarchy structure While both a system hierarchy and user hierarchy allow you to navigate attributes in your project. you are developing a working design of the display and browse functions of the attributes. as in the second example. keep in mind that hierarchies do not have to be separate from one another or necessarily follow the dimensional structure of your logical data model. © 2007 MicroStrategy. if you only include Store in the Region hierarchy.

A filter on a hierarchy acts like a filter in a report. Browse Attributes: Shows the attributes to which users can browse from a given attribute. The Hierarchy Viewer is discussed in further detail in Using the Hierarchy Viewer. In user hierarchies. page 205). You can use the Hierarchy Editor to configure each of these properties. Inc. The Aerial perspective provides an overview of hierarchies. page 206). its decreased scale allows you to navigate through the entire project. page 211. • • • 200 Configuring hierarchy display options © 2007 MicroStrategy. Represented by lines that connect one attribute to others (see Hierarchy browsing. or limited (see Controlling the display of attribute elements. page 203). unlocked. page 201). Configuring hierarchy display options Each attribute in a user hierarchy has properties that affect how that attribute is displayed and accessed in a hierarchy. Entry Point/Not an Entry Point: Specifies whether the user can begin browsing in this hierarchy using this attribute (see Entry point.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide Viewing hierarchies: Hierarchy Viewer The Hierarchy Viewer graphically represents user hierarchies and the system hierarchy. The element display may be locked. . the connections between the attributes represent the parent-child relationships. Attribute Filters: Specifies whether the data retrieved and displayed should be complete or filtered by any specific criteria. Only data satisfying the filter criteria is displayed (see Filtering attributes in a hierarchy. The Hierarchy Viewer is accessed from the Graphical View option in the Schema menu. as shown in the following procedures: • Element Display: Determines the elements a user can see. the connections show the browse paths between the attributes. In the system hierarchy.

the attribute Order is locked in the Data Explorer sample shown below. The Order attribute may be locked in order to prevent unauthorized users from accessing sensitive information about customer orders. Inc. While the user can view the attribute elements of Customer Region and Customer City. Anything higher in the hierarchy is still visible. A hierarchy is referred to as locked when at least one attribute within that hierarchy has the Element Display option set to Locked. © 2007 MicroStrategy. For example. Controlling the display of attribute elements Locked/Unlocked attribute elements Locking a hierarchy prevents a user from viewing all elements of the specific attribute and any lower level attributes in the hierarchy. a padlock icon appears next to the attribute name. you can prevent the expansion of long attribute element lists that can consume system resources. he or she cannot view information about each customer’s order. Configuring hierarchy display options 201 . When you set the element display to locked.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 The following sections explain these properties and how to use the Hierarchy Editor to configure each. You can lock the hierarchy to restrict the user from viewing elements and lower level attributes for security reasons or to better manage lengthy hierarchies. By restricting the view of attribute elements and lower level attributes in the Data Explorer.

Limited attribute elements Another way to restrict users from viewing attribute elements in the Data Explorer is to limit the number of elements that appear at one time. select Element display. from the right-click menu. 202 Configuring hierarchy display options © 2007 MicroStrategy. This method is useful when there are extensive attribute elements in a hierarchy. click Save and Close. if the attribute Year is locked in the Attribute Editor. and users can now view the elements of this attribute. retrieving a large number of elements at once can negatively impact system performance. no elements for Year display in the Data Explorer when Year is expanded. from the right-click menu. 6 Update the project schema by selecting Update Schema from the Schema menu. 5 In the Hierarchy Editor. You can also lock and unlock attributes when you edit them in the Display tab of the Attribute Editor. this locks and unlocks the attributes within the system hierarchy. and users can no longer view elements of this attribute. select Element display. For example. and then Locked. you can set the limit to five or ten at a time. Also. not any user hierarchies that contain the attributes. The padlock icon is removed from the attribute. 3 To lock an attribute. 4 To unlock a locked attribute. The Hierarchy Editor opens.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide To lock or unlock an attribute in a hierarchy 1 Double-click the hierarchy to edit. . However. Inc. A padlock icon appears next to the locked attribute. Instead of loading all attribute elements at once. The user can then click the arrows to see the next set of elements for that attribute. 2 Right-click the attribute to lock or unlock. and then Unlocked.

2 From the right-click menu. Configuring hierarchy display options 203 . a limit of five items has been set. The following graphic displays this view in the Data Explorer. You can add filters to a hierarchy to control how data is retrieved and displayed. 3 In the Limit dialog box. contains many items. you can filter a hierarchy so that data for only one © 2007 MicroStrategy.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 For example. type the number of elements you want to see at one time and click OK. Filtering attributes in a hierarchy Before reading this section. Rather than displaying all of them at once and overwhelming the user. right-click the attribute to limit. For example. select Element display. the Chocolate subcategory. shown below. 5 Update the project schema by selecting Update Schema from the Schema menu. refer to the Filters chapter in the MicroStrategy Advanced Reporting Guide to understand what filters are and how to create them in MicroStrategy. With a filter you can choose exactly which attribute elements to display in a hierarchy. To limit the display of attributes in a hierarchy 1 In the Hierarchy Editor. and then Limit. Inc. click Save and Close. 4 In the Hierarchy Editor.

you want to view only those customers who are younger than 30 years old. create a filter on Customer Age less than 30.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide quarter is displayed. Creating a limited hierarchy reduces the number of elements displayed at one time. you are limiting the elements of the data returned when you browse the Data Explorer. Only those customers younger than 30 years old are displayed. perform a type of security. Inc. Update the project schema. and the user is unable to see additional data in the hierarchy. Filters increase efficiency when retrieving data because you can limit user access to parts of a hierarchy when you apply filters to attributes. add the filter to the Customer attribute. and view the Customer hierarchy in the Data Explorer. In the Hierarchy Editor. You cannot use a prompt-based filter to filter a hierarchy. click OK. MicroStrategy does not validate that the associated filter makes sense on that attribute. 3 If a tip about filtering opens. Filters. or data for only a few days of one quarter. however. 2 In the Hierarchy Editor. . The filters allow the Data Explorer to display only the criteria you select. For example. Filters make data retrieval faster by only allowing specific data to be displayed. Each attribute in the hierarchy can have multiple filters applied to it. limit the elements a user is allowed to see and therefore. When adding filters to an attribute in a hierarchy. When filtering attributes in a hierarchy. you need to make sure that each filter is relevant to the attribute’s information. First. right-click the attribute to filter and select Define Attribute Filters. See the MicroStrategy Desktop online help for more details. To apply a filter to an attribute in a hierarchy 1 Create a filter in MicroStrategy Desktop. 204 Configuring hierarchy display options © 2007 MicroStrategy.

When you set an attribute to be an entry point. click Save and Close. When you click on 2006. and their elements appear in the Data Explorer. Q2. and 2005. 5 Click OK to close the Select Filters dialog box. it still appears in the hierarchy but with a padlock icon. the attribute Week appears in the Data Explorer at the same level as Year. opens. Q3. you need to open several levels of attributes to reach the correct data level. elements for each Year. such as 2007. 2006. Inc. which is Week. Configuring hierarchy display options 205 . To create entry points in a hierarchy 1 In the Hierarchy Editor. You can see the locked attribute. If an attribute is not set to be an entry point. © 2007 MicroStrategy. and Q4. such as Q1. For example. you are creating a shorter route to access that attribute. it appears in its normal position within the hierarchy structure.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 4 In the Select Filters dialog box. but are unable to access elements or attributes below that level. the attributes. select the filters to apply and click > to add them to the Selected objects list. an element for each Quarter. Entry point An entry point is a shortcut to an attribute in the Data Explorer. If you set a locked attribute as an entry point. When you click on Time. Creating an entry point grants users faster access to the attribute without having to browse through multiple attributes to reach different levels in a hierarchy. a typical hierarchy is Time. This is especially useful when accessing frequently-used attributes. the hierarchy. open. If you set the attribute Week as an entry point. When you create a user hierarchy. right-click the attribute to set as an entry point. If you are seeking Week 24. in the Available objects list. 6 In the Hierarchy Editor. The attribute to which you applied the filter appears in the hierarchy with a filter icon.

the hierarchy resembles the example below. 3 In the Hierarchy Editor. and Item are the attributes that comprise the user hierarchy Catalog Items. These relationships determine how users can browse the attributes from the Hierarchies folder. select Remove Entry Point from the right-click menu. Subcategory. click Save and Close. in the hierarchy below. Some of the attributes in the Hierarchy Viewer may already be set as entry points. To remove an entry point from an attribute. select Set as entry point. attributes set as entry points are denoted by a green check. Category.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide 2 From the right-click menu. showing the parent/child relationships between the attributes. Hierarchy browsing Once you choose which attributes to place in a hierarchy. if Catalog. 206 Configuring hierarchy display options © 2007 MicroStrategy. Category is a parent attribute of Category and Category is the child attribute of Category. you can define the relationships between them. For example. . For example. Inc. 4 Update the project schema by selecting Update Schema from the Schema menu.

For more information on including hierarchies in the Data Explorer. see Enabling hierarchy browsing in reports: Data Explorer. you are specifying what levels of detail are visible when browsing the Data Explorer. Subcategory Subcategory Catalog. Inc. Item The addition of these browse attributes allows users to see the Subcategory elements directly from the Catalog attribute. It can simply be a collection of attributes. some of these attributes have been assigned a browse attribute. When you apply browse attributes to attributes in a hierarchy. Including hierarchies in the Data Explorer makes the hierarchies available for reports and to users in the project. For each attribute in a hierarchy. you can assign one or more browse attributes to it. Browse attributes are attributes you specify a user can directly browse to from a given attribute in the user hierarchy. without having to first browse down through the Category © 2007 MicroStrategy. Using the example above. Configuring hierarchy display options 207 . page 209.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 A user hierarchy does not need to have these direct relationships defined. Attributes in a hierarchy can have both browsing and drilling relationships between them. Specifically: Hierarchy Attribute Catalog Category Subcategory Item Browse Attribute(s) Category.

. Users can now view the subcategories in the catalog without first having to browse through the categories. The ability to browse more directly through the hierarchy can be represented as shown below. Inc.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide attributes to get to Subcategory. 208 Configuring hierarchy display options © 2007 MicroStrategy. In the Data Explorer. the hierarchy described above resembles the example below.

This option enables you to determine. drill back up from Month to Year. to make a user hierarchy available for browsing in the Data Explorer you must place it in the Data Explorer folder—a subfolder of the Hierarchies folder. on the new report. When you create a new project. the system hierarchy for that project is automatically placed in the Data Explorer. Revenue data is reported at the Month level. and across to different levels of detail.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 Enabling hierarchy browsing in reports: Data Explorer You can make hierarchies available for browsing and including in reports by storing the hierarchies in the Data Explorer. When a user selects a drilling path in a report. The Data Explorer is a tool in the Object Browser that holds the system hierarchy and the user hierarchies. which is located in the Schema Objects folder. the report refreshes to display the selected level of detail. In the example of the Year and Month attributes. However. © 2007 MicroStrategy. Moving hierarchies to and from this folder also allows you to keep some hierarchies visible to users while hiding others. Drilling using hierarchies Drilling is a function in MicroStrategy reports that allows users to browse different levels of attributes along specified paths. the attributes to which users can drill from other attributes. drilling is enabled in the Time hierarchy. For example. You can make user hierarchies available for drilling. if they need to. This allows a user to drill down from Year to Month and. Configuring hierarchy display options 209 . the user can drill down on the Year attribute to a lower level attribute such as the Month attribute. reports can allow users to drill down. which contains the two attributes. Depending on the level of the attributes included in the drilling specification. Inc. A new report is automatically executed. You can save user hierarchies in any folder. at a project level. on a report with the Year attribute and Revenue metric. up.

4 Update the project schema by selecting Update Schema from the Schema menu. the default drill path is defined by the System Hierarchy. 3 In the Hierarchy Editor. See Hierarchy browsing. select the Use as a drill hierarchy check box. click Save and Close.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide To enable a user hierarchy as a drill path. To enable drilling in a user hierarchy 1 Open the hierarchy in which to enable drilling. For example. 2 At the bottom of the Hierarchy Editor. which means that you can access the elements of Subcategory without having to necessarily access the elements of Catalog in Data Explorer. If a user hierarchy is not enabled. . in the following hierarchy. you must enable the user hierarchy to be used as a drill hierarchy in the Hierarchy Editor. 210 Configuring hierarchy display options © 2007 MicroStrategy. Inc. If you enable drilling in this hierarchy. page 206 for more details about browsing attributes. you can think of browsing paths in a user hierarchy as potential drilling paths. you can drill from Catalog down to Subcategory—and any other browse attributes of Catalog—on a report. Therefore. Subcategory is a browse attribute of Catalog.

You can use the Hierarchy Viewer to view either the system hierarchy or any of your user hierarchies. Inc. For details on entry points. see Entry point. For instance. the hierarchy contributes to the drilling path of any attributes in it. © 2007 MicroStrategy. you do not see true attribute relationships. You can see all of the entry points into a hierarchy at once. When a user right-clicks on Year and selects Drill Down. Using the Hierarchy Viewer and Table Viewer Through the Hierarchy Viewer. Using the Hierarchy Viewer The Hierarchy Viewer allows you to select the hierarchy you want to examine. The Table Viewer is another tool within MicroStrategy Architect that provides you with a bird’s eye view of some of the information within your project. When you view a user hierarchy.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 After a user hierarchy is enabled for drilling. the attribute Week appears in the drill-down list. • The Hierarchy Viewer gives you flexibility over how much of a given hierarchy you choose to view at once. MicroStrategy Architect gives you the ability to view the system hierarchy as well as all of your user hierarchies in a single place. Additional information on drilling is available in the MicroStrategy Advanced Reporting Guide. assume Week is a browsing attribute assigned to Year. and also allows you direct access to the attributes that comprise it. as defined by the system when the project was created. • When you view the system hierarchy. to facilitate user browsing and report development. you can see the actual relationships between attributes. Using the Hierarchy Viewer and Table Viewer 211 . but rather the structure of the user hierarchy as defined by a project designer. It is used to view all of the tables in your project graphically. or you may select only one at a time. page 205.

the Aerial perspective provides an overview of the hierarchies in your project.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide The Hierarchy Viewer also gives you direct access to any of the attributes in the hierarchy you choose to view. 212 Using the Hierarchy Viewer and Table Viewer © 2007 MicroStrategy. you can define them as entry points. from the Hierarchy menu. . In the Hierarchy Viewer. 2 Select Edit. See Entry point. When you access a hierarchy’s attributes directly. select Aerial perspective. from the Schema menu. Inc. The green squares indicate attributes that are entry points. right-click the attribute to edit. See Entry point. 2 Select Hierarchies. Its decreased scale allows you to navigate through the entire project. from the View menu. select the hierarchy to view. page 205 for more details on creating entry points. To access Aerial perspective mode in the Hierarchy Viewer 1 In the Hierarchy Viewer. 2 Attributes that have a green check mark next to them are entry points. To view a user hierarchy in the Hierarchy Viewer 1 In the Hierarchy Viewer. To view the system hierarchy in the Hierarchy Viewer 1 In MicroStrategy Desktop. An aerial view of the hierarchy you are currently viewing is displayed. To edit an attribute from the Hierarchy Viewer 1 In the Hierarchy Viewer. page 205 for more details on creating entry points. select Graphical View.

See The size of tables in a project: Logical table size. They represent and indicate how Architect sees the tables that were brought into the project when it was created. Click a section of the aerial view display to shift your view of a hierarchy to that particular section.Project Design Guide Creating Hierarchies to Organize and Browse Attributes 7 2 The hierarchy in the Hierarchy Viewer shifts according to where you navigate in the aerial view. as described above. If you make changes to the actual tables in the data warehouse. 2 Select Tables. select Graphical View. To view your project’s tables in the Table Viewer 1 In MicroStrategy Desktop. To view more or less information about each table in the project 1 Open the Table Viewer. Inc. from the Schema menu. 2 In the Table Viewer. Using the Table Viewer The Table Viewer allows you to view all of the tables in your project as well as the joins and/or relationships between those tables and the names of the individual columns in each table. select Options. © 2007 MicroStrategy. The tables that are displayed here are logical tables. Using the Hierarchy Viewer and Table Viewer 213 . page 249 for information on updating logical table structures. you will need to update the logical table structure.

. Inc. select or clear the options for any of the following. depending on what you want to see in the Table Viewer: • • • • • Show joins Use circular joins Show relationships Show relationship types Show columns 214 Using the Hierarchy Viewer and Table Viewer © 2007 MicroStrategy.7 Creating Hierarchies to Organize and Browse Attributes Project Design Guide 3 From the Options menu.

215 . creating aggregate tables.8 8. you will need to make various schema changes. and explains how to use these methods to enhance your project. OPTIMIZING AND MAINTAINING YOUR PROJECT Introduction Once your MicroStrategy project is set up and populated with schema objects. and using partition mapping. This chapter introduces you to maintenance and optimization concepts such as tuning the interaction between your data warehouse and your project. page 216—As you continue to enhance the design and functionality of your project. © 2007 MicroStrategy. You can find this information in the sections listed below: • Updating your MicroStrategy project schema. To see any enhancements and changes to your project schema. you are ready to start thinking about ways to better maintain the project and optimize it for both the short and long term. you must update your project schema. Inc.

reduce input/output and other resource requirements. • • Updating your MicroStrategy project schema All of the schema objects—facts. You can also tune the interaction between your data warehouse and your MicroStrategy project to bring your data into MicroStrategy in a way that meets your requirements. Whenever you make any changes to a schema object you must indicate to MicroStrategy that new schema object definitions have been included and that these definitions need to be loaded into memory. page 241—Aggregate tables store data at higher levels than the data was originally collected in the data warehouse. These summary tables provide quicker access to frequently-used data. Inc. . Although the concepts are related. page 250—Partition mapping involves the division of large logical tables into smaller physical tables. Rather. This can include adding new tables to your project or removing tables that are no longer used. and minimize the amount of data that must be aggregated and sorted at run time. Dividing tables to increase performance: Partition mapping. fact levels. table sizes. the project schema is not the same as the physical warehouse schema. You can do any of the following to update your project schema: 216 Updating your MicroStrategy project schema © 2007 MicroStrategy.8 Optimizing and Maintaining Your Project Project Design Guide • Data warehouse and project interaction: Warehouse Catalog. transformations. the project schema refers to an internal map that MicroStrategy uses to keep track of attribute relationships. attributes. and so on—in your project come together to form your project’s schema. your project must reflect these changes. and so on within the project. page 218—As your data warehouse changes to meet new data logging requirements. hierarchies. Using summary tables to store data: Aggregate tables. Partitions improve query performance by minimizing the number of tables and records within a table that must be read to satisfy queries issued against the warehouse.

Project Design Guide Optimizing and Maintaining Your Project 8 • • • Stop and restart MicroStrategy Intelligence Server. To manually update the schema 1 In MicroStrategy Desktop. if in direct (2-tier) mode. 2 In the Schema Update dialog box. select Update Schema. • 3 Click Update. Logical table sizes are a significant part of how the MicroStrategy SQL Engine determines the tables to use in a query. modified. Recalculate table logical sizes: Use this option to use MicroStrategy Desktop’s algorithm to recalculate logical table sizes and override any modifications that you have made to logical table sizes. Inc. or deleted a schema object. You can also update the schema with the last saved settings by clicking the Update Schema icon in the toolbar. • Recalculate project client object cache size: Use this option to update the object cache size for the project. Recalculate table keys and fact entry levels: Use this option if you changed the key structure of a table or if you changed the level at which a fact is stored. Disconnect and reconnect to the project or the project source. © 2007 MicroStrategy. Manually updating the schema allows you to determine which specific elements of the schema are updated. Manually update the schema. select or clear the following check boxes: • • Update schema logical information: Use this option if you added. Updating your MicroStrategy project schema 217 . if in server-connected (3-tier) mode. from the Schema menu.

You can add warehouse tables to your project with the Warehouse Catalog or MicroStrategy Project Builder. you can select the tables to add to your project. Every project can have a unique set of warehouse tables. . page 219 Adding and removing tables for a project. page 220 Managing warehouse and project tables. This section covers the following topics: • • • • • • • What should I know before I use the Warehouse Catalog?. page 226 Customizing catalog SQL statements. and the default SQL statements used for each database. page 221 Modifying data warehouse connection and operation defaults. Adding tables through Project Builder is useful only when you are creating a project for the first time. as later. The Warehouse Catalog queries the data warehouse and lists the tables and columns that exist in it. Inc. This section also discusses customizing catalog SQL statements. The Warehouse Catalog is better for maintaining the warehouse tables used for an existing project. the structure of the SQL catalogs. page 239 218 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. page 233 Troubleshooting table and column messages.8 Optimizing and Maintaining Your Project Project Design Guide Data warehouse and project interaction: Warehouse Catalog This section discusses how the Warehouse Catalog can control the interaction between the data warehouse and the database instance for a project. page 219 Accessing the Warehouse Catalog. adding tables in the project through Project Builder can become a cumbersome process. From this list.

then Desktop. and Microsoft Analysis Services instead of a relational database. Inc. the OLAP Cube Catalog handles tasks similar to the Warehouse Catalog. refer to Appendix B. see the MicroStrategy Advanced Reporting Guide. and expand your project. so you know how the information in your data warehouse should be brought into MicroStrategy How to create a project Accessing the Warehouse Catalog To access the Warehouse Catalog 1 On the Windows Start menu. you need to be familiar with: • • Your schema. For more information about privileges see the Permissions and Privileges appendix of the MicroStrategy System Administration Guide. For more information. Connecting to OLAP Cube Sources. • What should I know before I use the Warehouse Catalog? Before you begin using the Warehouse Catalog. For more information on Query Builder. © 2007 MicroStrategy. Data warehouse and project interaction: Warehouse Catalog 219 . point to Programs. 2 Log in to the project source that contains your project in MicroStrategy Desktop. You must use a login that has Architect privileges. and then select Desktop. In this case. You can connect to OLAP cube sources such as SAP BW. then to MicroStrategy. Hyperion Essbase.Project Design Guide Optimizing and Maintaining Your Project 8 Note the following: • You can also add tables to a project using MicroStrategy Query Builder.

page 219. The Warehouse Catalog opens after it retrieves the table information from the warehouse database. To add or remove tables after creating a project 1 Access the Warehouse Catalog for your project as described in To access the Warehouse Catalog. Inc. To remove tables—From the left side. it may become necessary to add additional tables from the data warehouse to your project. select the tables you want to add to the Warehouse Catalog. select the tables you want to add to the Warehouse Catalog. and click > to add the selected tables. The list on the right shows all the tables already being used in the project: • To add tables—From the left side. Also. Click >> to add all the listed tables. as your project matures. select Warehouse Catalog. Log in to the project source that contains your project in MicroStrategy Desktop. 2 The left side of the Warehouse Catalog lists all available tables and the number of rows each table contains. You can access the Warehouse Catalog at any time to add additional tables from your data warehouse to your project and remove tables from your project. • 220 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. Click >> to add all the listed tables. you may need to remove tables from your project that are no longer used and are taking up space in the metadata. and click > to add the selected tables.8 Optimizing and Maintaining Your Project Project Design Guide 3 Select a project and then from the Schema menu. Adding and removing tables for a project As you become aware of the additional needs of report designers and users. and expand your project. .

Project Design Guide Optimizing and Maintaining Your Project 8 3 In the toolbar. The table definitions are written to the metadata. 4 Update the project schema from the Schema menu. Warehouse Catalog has the following menu options. As you make changes to the tables in the warehouse. page 219. Description • © 2007 MicroStrategy. Managing warehouse and project tables The Warehouse Catalog allows you to view tables that have been included in the project. as well as those tables that are available in the warehouse but have not been included in the project. This process can take some time to complete. You can remove tables from the project by double-clicking the tables or by selecting the tables and then clicking <. You can add tables to the project by double-clicking the tables or by selecting the tables and then clicking >. The Warehouse Catalog has the following sections: • Tables available in the warehouse: Displays tables that are located in the warehouse. To access the Warehouse Catalog for a project. by selecting Update Schema. Data warehouse and project interaction: Warehouse Catalog 221 . Menu File • Save Saves the current settings and status of the Warehouse Catalog. click Save and Close to save your changes to the Warehouse Catalog. see Accessing the Warehouse Catalog. Inc. you need to periodically load the updates into the Warehouse Catalog. You can add or remove all the tables from one section to the other by clicking << and >> buttons. Tables being used in the project: Displays tables that have been selected to be part of the project. but have not been included in the project. You can update it by selecting Read the Warehouse Catalog from the Actions menu.

Viewing table structure To view the table structure of a table. and so on. Allows you to specify various settings for the Warehouse Catalog such as changing the database instance. Inc. For more information. Displays MicroStrategy help options Some of these options are also available through toolbar buttons and through right-click menus for quick access. Allows you to import the prefixes from the warehouse table name space. row calculation. Calculates the number of rows in the selected tables. changing or assigning default table prefixes and structures. Allows you to add or remove a table prefix for the selected table. This option is enabled when a partition mapping table is selected. see Data warehouse connection and read operations. • Table Structure • Calculate Table Row Count • Table Prefix • Table Database Instances • Import Prefix • Options Actions • Read the Warehouse Catalog Help Allows you to update and reflect the changes done to tables in the warehouse. right-click any table in the Warehouse Catalog (see Accessing the Warehouse Catalog.8 Optimizing and Maintaining Your Project Project Design Guide Menu • Exit Tools • View Partitions Description Exits the Warehouse Catalog. Displays the structure of a table selected in the Warehouse Catalog. automatic mapping. page 227 of this appendix. Allows you to assign or update a database instance for the project. page 219) and choose Table Structure from the 222 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. . Displays the list of tables referred to by the selected partition mapping table in the Table Partitions dialog box.

© 2007 MicroStrategy.Project Design Guide Optimizing and Maintaining Your Project 8 shortcut menu. The table structure of the selected table is displayed in the dialog box. The dialog box displays the columns available in the selected table and the data type of each column. Data warehouse and project interaction: Warehouse Catalog 223 . page 223). Updating table structure Whenever the structure of the warehouse table changes you have to update the table structure in the Warehouse Catalog for the changes to reflect in the MicroStrategy system. The Warehouse Catalog opens. Some examples of these type of changes are when you add. This option is selected by default. Click Cancel to undo all data type changes. you get a warning message of this change. When the data type of one or more columns is modified. The warning message appears only if you have selected the Display a warning if the columns data types are modified when updating the table structure option in the Warehouse Catalog Options dialog box. 2 In the Tables being used in the project list. Inc. which provides the following options: • • Click OK to apply the change to this column in all the tables it appears. or rename a column in a table associated with a project. right-click the table that has changed and select Update Structure. You can also click Update Structure to reflect any recent changes done to that table (see Updating table structure. delete. To update the structure of a table 1 Access the Warehouse Catalog for your project (see Accessing the Warehouse Catalog. This action results in no changes being applied to any tables or columns. You can also select Table Structure from the Tools menu. page 219).

The Modify Fact Expression dialog box opens. . Verify the changes from the information dialog box that opens and click OK to apply the change in this column to all the tables in which it appears. – Click Update. the table structure is only partially updated with the Update Structure command. – From the list of source tables select the source table from which the fact has been created. • 224 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. Inc. The procedure for manually updating the fact is as follows: – Right-click the fact and select Edit. You are returned to the Fact Editor. If any of the object definitions have changed. The Schema Update dialog box opens.8 Optimizing and Maintaining Your Project Project Design Guide If the data type of one or more columns is modified. For example. you receive a message warning of this change. you have to manually update the schema objects that depend on the outdated structure. – Repeat the first to steps of this procedure to open the Warehouse Catalog and update the table structure. if you rename a column in a table. 3 Click Save and Close to close the Warehouse Catalog dialog box. the warehouse structure gets updated completely with the Update Structure command. this would apply if you rename a column in the table and the column is not being used in any fact expression. Then. For example. • If no object definitions have changed. Edit the fact expression and click OK. select Update Schema. – Click Save and Close to save the changes and close the Fact Editor. – From the Schema menu. The Fact Editor opens. – Select the fact expression and click Modify. you have to manually update the facts that use this column.

© 2007 MicroStrategy. click Reload table values.Project Design Guide Optimizing and Maintaining Your Project 8 – Click Save and Close to save the changes and close the Warehouse Catalog dialog box. Inc. In the Warehouse Catalog. From the perspective of MicroStrategy products in this environment. For example. one for the primary database and another for the secondary database. Data warehouse and project interaction: Warehouse Catalog 225 . in your environment you might have a gateway between two databases such as an Oracle database and a DB2 database. you need to define two database instances. Specifying a secondary database to support database gateways MicroStrategy allows you to specify a secondary database instance for a table. You can also select Show Sample Data from the Tools menu. This way. page 219) and choose Show Sample Data from the shortcut menu. The first 100 rows of the table are returned as sample data in the Values dialog box. Viewing sample data To view sample data from a table. you must set the secondary database instance for any tables that are found in the secondary database. The primary database receives all SQL requests and passes them to the correct database. The default database instance for the project is set to be the primary database. To refresh the table data. right-click a table in the Warehouse Catalog (see Accessing the Warehouse Catalog. One of them is the primary database and the other is the secondary database. MicroStrategy products know how to generate SQL for each table. which is used to support database gateways.

The Available Database Instances dialog box opens. Inc. Example settings include changing the database instance. and name spaces Mapping schema objects and calculating logical sizes for tables 226 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. 2 Right-click a table being used in the project. by choosing Options from the Tools menu (see Accessing the Warehouse Catalog. 4 Select one or more Secondary Database Instances. and so on. 3 In the Primary Database Instance drop-down list. The settings are available from the Warehouse Catalog. (in the pane on the right side) and select Table Database Instances. select Save and Close to save your changes and close the Warehouse Catalog.8 Optimizing and Maintaining Your Project Project Design Guide To specify a secondary database for a table 1 Access the Warehouse Catalog for your project (see Accessing the Warehouse Catalog. row calculation. Modifying data warehouse connection and operation defaults You can specify various settings for data warehouse connection and operation defaults using the Warehouse Catalog. . automatic mapping. page 219). The Warehouse Catalog Options dialog box opens. page 219 for steps to access the Warehouse Catalog). row counts. changing or assigning default table prefixes and structures. 5 Click OK to accept your changes and return to the Warehouse Catalog. The Warehouse Catalog opens. which allows you to perform the following tasks: • • • Data warehouse connection and read operations Displaying table prefixes. You cannot select the primary database instance as a secondary database instance. 6 From the toolbar. select the primary database instance for the table.

which is divided into the following subcategories: • Warehouse Connection: Select the desired database instance to use for the project as well as the custom database login. The General tab of the Database Instances dialog box opens. The default catalog SQL retrieves a DISTINCT list of tables and columns from all users. Inc. Refer to the MicroStrategy System Administration Guide for more information on either of these dialog boxes. • Read Settings: You can customize the SQL that reads the Warehouse Catalog for every platform except Microsoft Access. as well as change how the database catalog tables are read. by © 2007 MicroStrategy. You can make these type of modification from the Catalog category. If the desired database instance does not appear in the Database Instance box. you can select from the following: – Click Edit to modify the selected database instance. – Click New to create a new database instance. the Settings option is disabled. The Database Instance Wizard opens. You could restrict the information returned. When connected to a Microsoft Access data source. for example. Database Instance: You can select the database instance for the Warehouse Catalog from the drop-down list. Clicking Settings allows you to directly edit the catalog SQL statements that are used to retrieve the list of available tables from the Warehouse Catalog and the columns for the selected tables. Data warehouse and project interaction: Warehouse Catalog 227 . see the online help. or if it does but needs to be modified. For more information on the database login.Project Design Guide Optimizing and Maintaining Your Project 8 Data warehouse connection and read operations You can modify the database instance and database login used to connect the data warehouse to a project. Custom Database Login: You can either select the database login or clear the login to use no database login.

page 233). The check for the data type change is only performed when updating a table’s structure. By default this option is selected. You can also select the following check boxes: Count the number of rows for all tables when reading the database catalog: Select this option if you want to control whether or not the Warehouse Catalog should get the number of rows each table has when loading from the data warehouse. By default this option is selected. For more information. Ignore current table name space when reading from the database catalog and update using new table name space: This option allows you to switch between warehouses found in different database name spaces. For example. If performance is more important than obtaining the row count. Inc. This option is helpful when you want to identify fact tables and aggregation tables. it may redefine the data type for a column included in the project. By default this option is selected when you open the Warehouse Catalog for the first time. your project includes a table named Table1 that has 228 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. Display a warning if the column data types are modified when updating the table structure: Select this option if you want to be warned when the data type for a column stored in the project is different from the one read from the data warehouse. This setting should be cleared when the number of PMTs in the project is so large that reading their structure is causing performance problems when opening the Warehouse Catalog. By default this option is selected.8 Optimizing and Maintaining Your Project Project Design Guide specifying certain conditions and table owners (see Customizing catalog SQL statements. Column Merging Options: When you add a new table to your data warehouse. . see Ignoring table name spaces when migrating tables. Automatically update information for all Partition Mapping tables when reading the database catalog: Select this option to read the latest information for the partition mapping tables (PMTs) currently present in the project. do not select this option as it will have a negative effect on performance. page 232 of this appendix.

depending on the option you select. Then a new table named Table2 is added to the project. a warning is displayed and you are asked if you want to use the new data type. © 2007 MicroStrategy. as illustrated in the image below. – Use maximum denominator data type: This option updates the column data type to use the data type with the largest precision or scale. Data warehouse and project interaction: Warehouse Catalog 229 . For example.Project Design Guide Optimizing and Maintaining Your Project 8 column C1 of data type char(1). When you update the table structure. If the data type has changed to an incompatible data type. Inc. the column data type for C1 would be changed to char(4). but it has column C1 set to data type char(4). as defined in Table2. – Use most recent data type: This option updates the column data type to use the most recent column definition. the column data type for C1 would be changed to char(4) since Table2 was added after Table1. If the data type has been changed to a different compatible data type. the data type with the largest precision or scale is used. In the example above. This is because char(4) has a higher precision than char(1) defined in Table1. the column data types are modified to maintain a consistent schema in one of three ways. This example is used to illustrate the options described below. The options below do not handle the merge if the data type has changed to an incompatible data type. In the example above. a column is changed from data type char to data type integer.

row counts. Column C1 in Table2 is defined as a separate copy of C1 and uses the char(4) data type. Displaying table prefixes. This option can cause unwanted schema changes and should be used only when necessary. or restricted to only be read when a read is manually requested: Automatic: This option sets the Warehouse Catalog tables to be read as soon as the catalog browser is loaded. which allows the columns to have different data types. column C1 uses the char(1) data type for Table1. and name spaces You can choose to show or hide table prefixes. by using the View category. Manual: This option sets the Warehouse Catalog tables to be read only when the read catalog action is selected. From the example above. . This category is divided into the following subcategories: • Table Prefixes: You can specify whether table prefixes are displayed in table names and how prefixes are automatically defined for tables that are added to the project. Automatically define prefixes for all tables that are added to this project: This setting enables/disables the following options: – Set a prefix based on the warehouse table name space or owner (import prefix): When this option is selected. including new tables added to the project. row counts. By default this option is selected. You have the following options: Display table prefixes in the main dialog: Select this option to display all prefixes in table names. and name spaces. the Warehouse Catalog reads the 230 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. • Read Mode: The Warehouse Catalog can be automatically read upon opening the Warehouse Catalog. Inc.8 Optimizing and Maintaining Your Project Project Design Guide – Do not merge: This option renames the column in the newly added table.

• Table Row Counts: You can show or hide the number of rows per table. using the following options: © 2007 MicroStrategy. you can determine whether existing schema objects in the project are mapped to these new tables automatically. By default. • Table Name Spaces: You can show or hide the name space for each table. – Modify prefix list: You can create a new tables prefix or delete an existing prefix by selecting this option. For more information on modifying the prefix list. By default.Project Design Guide Optimizing and Maintaining Your Project 8 name space for each table being added. creates a prefix having the same text as the name space. using the check box: Display the name space for each table (if applicable): You can show or hide the owner or table name space where the table is located in the warehouse. Mapping schema objects and calculating logical sizes for tables The Schema category is divided into the following subcategories: • Automatic Mapping: When you add new tables to the Warehouse Catalog. this option is selected and the number of rows are shown. and associates it with the table being added. This option is only active when the database supports prefixes. Inc. Data warehouse and project interaction: Warehouse Catalog 231 . The Table Prefixes dialog box opens. this option is selected and table name spaces are shown. using the check box: Display the number of rows per table: You can show or hide the values calculated for the number of rows for the tables. – Set a default prefix: Select this to add a prefix to tables when they are added to a project. You can select the default prefix from the Default prefix box drop-down list or create a new table prefix by clicking Modify prefix list. see the online help.

Do not calculate table logical sizes: Logical sizes are not calculated for the tables you add to the project. you change the project to point to the primary warehouse. Do not map schema objects to the new tables: Objects in the schema are not automatically mapped to tables you add to the project. For example. the attribute Year with an attribute form mapped to YEAR_ID is included in a project. Ignoring table name spaces when migrating tables It is a common practice to establish a secondary warehouse with less information than the primary warehouse for development and testing. the Warehouse Catalog automatic mapping settings do not determine whether the attribute and table are automatically mapped. 232 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. Inc. Automatically mapping tables to schema objects when adding attributes or facts to a project is controlled by the Attribute Editor and Fact Editor. Then a new table which includes a YEAR_ID column is added to the Warehouse Catalog. respectively. If the table was added to the Warehouse Catalog first and then the attribute was created. . • Table Logical Sizes: You can select whether the Warehouse Catalog calculates logical sizes for new tables using one of the following options: Calculate the logical table sizes automatically: Logical sizes are automatically calculated for tables you add to the project. With the Map schema objects to new tables automatically option selected. These automatic mapping methods are only applied to existing schema objects when tables are added to the Warehouse Catalog. the Year attribute is automatically mapped when the new table is added.8 Optimizing and Maintaining Your Project Project Design Guide Map schema objects to new tables automatically: Existing objects in the schema automatically map to tables you add to the project. Before going into production.

LU_STORE. which is a way of organizing database tables into different storage spaces. To solve this problem. and the table is actually stored as admin. MicroStrategy uses SQL statements to query the relational database management system (RDBMS) catalog tables to obtain warehouse catalog information. Customizing catalog SQL statements In all supported warehouse platforms other than Microsoft Access. Thus.Read Settings options subcategory.LU_STORE and admin. This information includes catalog tables. DB2. 233 © 2007 MicroStrategy. select the Ignore current table name space when reading from the database catalog and update using new table name space check box. This setting allows you to migrate much more easily between warehouses. Data warehouse and project interaction: Warehouse Catalog . This is because the Warehouse Catalog is looking for a table named dbo. This method allows you to repeat the same table name in different table name spaces. If you select this option.LU_STORE. the Warehouse Catalog ignores the current table name space when it reads the catalog information. columns. and others) support the concept of a table name space. Inc. The table name space provides an extra piece of information that uniquely identifies the table. The Warehouse Catalog interprets the table as already in the project and not found in the new warehouse. you can have LU_STORE in a table name space called dbo and another table LU_STORE in another table name space called admin. and their data types. the Warehouse Catalog recognizes the two tables as the same table and saves the new table name space information. the Warehouse Catalog defaults to identifying the table by both table name space and table name. For instance. If the check box is cleared. When you add tables to a project. This can cause a problem when you migrate from a warehouse that resides in a certain table name space to another warehouse in a different table name space. You can find this option in the Warehouse Catalog Options dialog box under the Catalog . the Warehouse Catalog saves information to the appropriate table name space.LU_STORE in the new production warehouse.Project Design Guide Optimizing and Maintaining Your Project 8 Most database management systems (Oracle. You now have two tables dbo.

reads all the tables and columns in one SQL statement. The MicroStrategy Warehouse Catalog can be configured to read the catalog information in one. a similar ODBC call is used for the Generic DBMS database type. This option is recommended only if the catalog SQL is well customized to limit the amount of data returned by it. By default. Microsoft Access does not have catalog tables. . on the other hand. The name Full Catalog SQL refers to the SQL used to read all the tables and columns in one pass. the first SQL used in a two-pass catalog retrieval. that is. One-pass SQL mode. but both can be customized in the Warehouse Catalog Options dialog box. but you can choose to use custom catalog SQL for the generic type if you wish. This is the recommended option for interactive warehouse catalog building because no unnecessary catalog information is read from the database. In the following sections. The two retrieval options use different catalog SQL. the name Catalog Table SQL refers to the catalog SQL to retrieve the tables in the warehouse. The structure of individual tables is read only when the table is selected. it first reads only the tables from the database. so an ODBC call must be used to retrieve information about tables and columns in Access. Inc.8 Optimizing and Maintaining Your Project Project Design Guide These catalog SQL statements vary from platform to platform and can be customized according to the characteristics of the specific warehouse. which increases processing speed. 234 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy.or two-pass SQL mode. In two-pass SQL mode.

SQL placeholder strings and incomplete catalog SQL The default system catalog SQL can contain certain placeholder strings that can be resolved at run time or must be completed manually by the user. you must understand several important concepts and procedures: • • • • • • The table name space. The table name space is optional. the owner of the table. These placeholders are: • #LOGIN_NAME#—This placeholder is automatically replaced at run time with the login name used to connect to the database. In both the Catalog Table SQL and Full Catalog SQL. Data warehouse and project interaction: Warehouse Catalog 235 .Project Design Guide Optimizing and Maintaining Your Project 8 To customize a catalog SQL. This helps you to avoid confusing tables that share the same table name. a table name does not uniquely identify it in a particular database installation. page 236 Modifying catalog SQL. page 235 Structure of Catalog Table SQL. this name space can be the name of the database. Depending on the type of RDBMS. page 238 The table name space In a typical RDBMS platform. page 237 Default catalog SQL. a name space gives each table a unique name. Inc. page 235 SQL placeholder strings and incomplete catalog SQL. page 236 Structure of Full Catalog SQL. A customized catalog SQL can omit the name space if duplicate table names do not present a problem in the warehouse database. You can leave this template in the customized SQL if you want the catalog SQL to yield © 2007 MicroStrategy. A table name space is a partition of the database installation in which table names are unique. or a combination of both database and owner.

. one identifying the name space of the table and the other the name of the table. must be replaced with the name of the schema in which the database tables reside. this template is replaced with the name of the database user who owns the warehouse tables of interest. • #?Database_Name?#. only the table name column is required. depending on the RDBMS platform and the customization. must be replaced with the name of the database containing the database tables. The string starts with #? and ends with ?#. If a name space is not provided. The command #?Database_Name?#. Structure of Catalog Table SQL Catalog Table SQL is expected to return two columns. The following aliases identify each column returned: • • NAME_SPACE (optional): the table name space TAB_NAME (required): name of the table 236 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. The following example is the default Catalog Table SQL for Oracle 8.0: SELECT DISTINCT OWNER NAME_SPACE. The column that identifies the table name has the alias TAB_NAME. Otherwise. Duplicates are not allowed. #?Schema_Name?#—This catalog SQL placeholder is an incomplete SQL string that must be completed by the user before it can be executed. The column that identifies the table name space uses the SQL column alias NAME_SPACE. used with DB2 AS/400. Each row of the SQL result must uniquely identify a table. Inc. #?Schema_Name?#.8 Optimizing and Maintaining Your Project Project Design Guide different results depending on the warehouse login used. TABLE_NAME TAB_NAME FROM ALL_TAB_COLUMNS WHERE OWNER = '#LOGIN_NAME#' Structure of Full Catalog SQL Full Catalog SQL is expected to return between five and seven columns. used with Teradata.

Data warehouse and project interaction: Warehouse Catalog 237 .length DATA_LEN.uid = U. 'V') AND T.name TAB_NAME. C.Project Design Guide Optimizing and Maintaining Your Project 8 • • • • • COL_NAME (required): name of the column DATA_TYPE (required): a string or a number that identifies the major data type of the column DATA_LEN (required): a number that describes the length or size of the column data DATA_PREC (optional): a number that describes the precision of the column data DATA_SCALE (optional): a number that describes the scale of a floating point column data Full Catalog SQL must return its rows ordered first by NAME_SPACE. sysusers WHERE T.uid ORDER BY 1. To modify the catalog SQL for your project 1 Access the Warehouse Catalog for your project (see Accessing the Warehouse Catalog. T.0: SELECT U.id = C. The Warehouse Catalog opens.type in ('U'. © 2007 MicroStrategy. syscolumns C.prec DATA_PREC.id and T. C. The following example is the default Full Catalog SQL for Microsoft SQL Server 7. Inc.type DATA_TYPE. C. 2 Modifying catalog SQL You can customize and modify the catalog SQL that is run against your database for each project. C. The catalog SQL can be modified in the Warehouse Catalog options for your project.name NAME_SPACE. C. page 219).name COL_NAME. if available.scale DATA_SCALE FROM sysobjects T. and then by TAB_NAME.

Default catalog SQL When customizing the catalog SQL that is executed on your database. and select Read Settings. The Warehouse Catalog Options dialog box opens.8 Optimizing and Maintaining Your Project Project Design Guide 2 From the Tools menu. the catalog SQL options are displayed as shown below. 3 Expand the Catalog Category. it is recommended you consult the default catalog SQL that MicroStrategy uses to support different database 238 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy. The top pane controls the Catalog Table SQL and the bottom pane controls the Full Catalog SQL. Inc.Read Settings options are displayed. The Catalog . 4 Click the Settings button. The catalog SQL settings are unavailable if your project is connected to a Microsoft Access database. select Options. .

page 237). which retrieves a list of available tables in the Warehouse Catalog. A dialog box for the catalog SQL options is displayed. Data warehouse and project interaction: Warehouse Catalog 239 . • • You can use the default catalog SQL statements or compare and combine them with your own customized catalog SQL statements. which retrieves column information for the selected tables. Any text in the panes is overwritten with the default catalog SQL statements: • To generate and view the default Catalog Table SQL for your database platform. Before performing the next step. This allows you to save any modifications you have made previously to the catalog SQL statements. and then compare them to the default statements you are about to generate. 2 Generate and view the default catalog SQL for your database platform.Project Design Guide Optimizing and Maintaining Your Project 8 platforms. Inc. To generate and view the default Full Catalog SQL for your database platform. You can generate the default catalog SQL in MicroStrategy for the database platform your project connects to. To generate and view the default catalog SQL 1 Access the catalog SQL options for your project (see Modifying catalog SQL. cut and paste the SQL statements in the two panes into any text editor. click the upper-most Use Default button. The bottom pane controls the Full Catalog SQL. • The top pane controls the Catalog Table SQL. Troubleshooting table and column messages You may encounter the following messages while using the Warehouse Catalog: © 2007 MicroStrategy. click the bottom-most Use Default button.

Inc. they are presented to you. and you have the option to proceed or cancel the operation. the Warehouse Catalog does not check for any dependencies until you save the changes.8 Optimizing and Maintaining Your Project Project Design Guide • • • Tables missing Columns data type changed Columns missing Tables missing This happens when one or more tables already in the project are removed from the data warehouse. If there are any dependencies. In this case. • When the Warehouse Catalog tries to update the structure of a table that is missing in the warehouse. you get a warning message showing the table name. no changes occur and the original table structure remains intact. column name. it displays an error message which gives you the following options: Leave the Table in the project: This leaves everything as is in the project metadata. Columns data type changed When the table structure is updated for one or more tables in which the column data types have been changed. . This can result in SQL errors when running reports that need data from a “missing” table. a message is shown which explains that the table structure update cannot proceed because the table was not found in the warehouse. However the definition in the project may be inconsistent with the real physical structure in the warehouse. In this case. Remove the table from the project. Two cases can be seen: • When the Warehouse Catalog is starting and retrieving the table information from the data warehouse and it detects that one or more tables already in the project are missing. 240 Data warehouse and project interaction: Warehouse Catalog © 2007 MicroStrategy.

The Logical Data Model. Using summary tables to store data: Aggregate tables 241 . then no error message is shown. The Building Blocks of Business Data: Facts. You can click Cancel at any time to undo all data type changes. and new data type. You are asked to remove the mapping before continuing with the update structure and original table structure is restored. and Chapter 5. the Warehouse Catalog checks for the following: • • Column is not mapped to any schema object: If this is the case. MicroStrategy creates aggregates only on fact tables since lookup tables and relationship tables are usually significantly smaller. Columns missing Missing columns are detected when Update Structure is performed. see Chapter 2. then a message is displayed that gives details on objects. Column is mapped to a schema object: If this is the case. © 2007 MicroStrategy. If this happens. Aggregate tables provide quicker access to frequently requested information. For more information on these topics. Using summary tables to store data: Aggregate tables Aggregate tables are summary tables that store data at higher levels than it was stored when the data was initially captured and saved. you should be familiar with fact tables in the context of data modeling and data warehousing. Chapter 3. Inc. which are mapped to the missing column and the update structure operation is canceled. Warehouse Structure for Your Logical Data Model. This section describes how and why aggregate tables are used. while retaining the traditional power of ROLAP to directly query the database to answer any questions. To understand aggregate tables.Project Design Guide Optimizing and Maintaining Your Project 8 original data type. This results in no changes being applied to the tables and columns.

and swapping requirements Eliminate the need to perform dynamic calculations Decrease the number of physical disk reads and the number of records that must be read to satisfy a query Minimize the amount of data that must be aggregated and sorted at run time Move time-intensive calculations with complicated logic or significant computations into a batch routine from dynamic SQL executed at report run time In summary. Multidimensional OLAP (MOLAP) is sometimes considered by some to be the answer to this problem. the MicroStrategy SQL Engine. in combination with aggregate tables and caching. However. . Inc.8 Optimizing and Maintaining Your Project Project Design Guide When to use aggregate tables MicroStrategy uses optimized SQL to query the relational database directly to answer users’ questions. MicroStrategy’s solution is the use of aggregate tables to provide quicker access to frequently-accessed data while still retaining the power to answer any user query. can produce results at about the same speed as MOLAP. 242 Using summary tables to store data: Aggregate tables © 2007 MicroStrategy. CPU. MOLAP is not scalable for large projects because of the difficulty of maintaining every possible combination of aggregates as the number of attributes and the amount of data increases. RAM. The disadvantage to this relational OLAP (ROLAP) methodology is that accessing huge fact tables can be potentially time-consuming. Aggregate tables are advantageous because they • • • • • Reduce input/output. Users can ask any question that is supported by the data in their warehouse and then analyze the results until they find a precise answer. This combined solution allows questions to be answered on the fly and is also scalable for large databases.

the rolling up of data. sales data is stored by day in a fact table. sorted. aggregation occurs dynamically with a SQL statement at report run-time. The daily values from the fact table are selected. A report requesting month-level data is executed. and added to produce the monthly totals. as shown below. Inc. By default. © 2007 MicroStrategy. an aggregate table with the sales data rolled up to the month level is useful. Aggregation can also be completed before reports are executed. If sales data is frequently requested at the month level. must occur. as in the previous example. that is. For example. Using summary tables to store data: Aggregate tables 243 . This process is called pre-aggregation. the results of the aggregation are stored in an aggregate table. You can build these pre-aggregated—or aggregate—tables as part of the ETL process.Project Design Guide Optimizing and Maintaining Your Project 8 Aggregation versus pre-aggregation Whenever the display level of data on a report must differ from the level at which the data is initially captured. aggregation.

Inc. it is referred to as a base table.8 Optimizing and Maintaining Your Project Project Design Guide Pre-aggregation eliminates the reading. If the daily sales fact table is the lowest-level fact table and contains atomic-level data. . Degree of aggregation While MOLAP can provide fast performance when it answers a question. it requires a completely aggregated schema to answer most questions. This ensures that all possible 244 Using summary tables to store data: Aggregate tables © 2007 MicroStrategy. lower-level fact table at run time. an aggregate table is any fact table whose data is derived by aggregating data from an existing base table. That is. as shown in the following example. and calculation of data from many database rows in a large. sorting. In these terms. every possible combination of aggregate associations must be generated when the multidimensional cube is built.

the degree of aggregation can be as dense or as sparse as is appropriate for your users. the space in the RDBMS does not need to be consumed and the resources to build that table during the batch process do not need to be used. Consider the following factors when deciding whether to create aggregate tables: • • The frequency of queries at that level—Determining the frequency of queries at a specific level. page 246 The compression ratio—Compression ratio. page 246 The relationship between the parent and child—Considering any related parent-child relationships. Build aggregate tables only if they can benefit users. However. if the aggregate table is useful in answering frequently-asked queries. In a ROLAP environment. Using summary tables to store data: Aggregate tables 245 . Not every attribute level or hierarchy intersection is suitable for pre-aggregation. and therefore is not very scalable. page 247 • © 2007 MicroStrategy. This scenario becomes very difficult to maintain as the number of attributes and the amount of data increase. therefore.Project Design Guide Optimizing and Maintaining Your Project 8 questions can be answered. provides much greater flexibility than MOLAP. if a certain aggregate combination is rarely or never used. since the creation and maintenance of aggregate tables requires additional work by the database administrator. Sparse aggregation refers to the fact that a given project only requires as many aggregate fact tables as is useful to its users. Inc. ROLAP. A densely aggregated warehouse has a large number of aggregate tables while a sparsely aggregated warehouse has fewer. Only the aggregate combinations that you determine are beneficial must be created. do not waste database space for tables that will not be used. Also. its presence provides a response as fast as a MOLAP system can provide. That is.

consider the following hierarchy: A summary of data at the department level seems to be a good candidate for an aggregate table. if users frequently want to exclude inactive items. If aggregate tables are never accessed. Once your warehouse is in production. as well as the database backup routines. .8 Optimizing and Maintaining Your Project Project Design Guide Determining the frequency of queries at a specific level Build aggregate tables only if they can be useful to your users. In any hierarchical relationship. the department aggregate tables would not be used in this situation. when the parent-child relationship is altered. However. For more information on Enterprise Manager. translation. However. Considering any related parent-child relationships When an aggregate table is created. Inc. MicroStrategy Enterprise Manager allows you to easily track table usage. based on the key combinations in a relationship table. the query must use item-level data and summarize the department data dynamically. usefulness is not always easy to quantify. the child records are usually summarized into the parent record. see the MicroStrategy System Administration Guide. they consume disk space and impose unnecessary burdens on the extraction. Therefore. For example. and loading process. trace the usage of any aggregate tables to determine how frequently they are used in a day-to-day business environment. eliminate it from the warehouse. If any table is not used. all 246 Using summary tables to store data: Aggregate tables © 2007 MicroStrategy.

For example. Frequent changes can mean aggregate tables are not optimal for this situation. and fiscal weeks do not move into different months. These changes often occur because of organizational restructuring. geographical realignment. and the impact on the batch process. or the addition. In these cases. a table contains one value for the sum of all stores. Also. The average number of child records combined to calculate one parent record is called the © 2007 MicroStrategy. such as sum or average. or discontinuation of items or services. Whether these relationships are dynamic or static change how they are aggregated into tables. Inc. Aggregate tables that contain dynamic relationships must be recalculated every time a change is made. Compression ratio The process of data aggregation applies an aggregate function. For example. maintaining aggregate tables is very easy. a store can decide to reclassify the department to which items belong. It is not affected by a reorganization within the geography hierarchy. Consider the frequency of the changes. this process can take time. Using summary tables to store data: Aggregate tables 247 . the table size. Dynamic relationships When the relationship between parent and child elements change. time hierarchies are seldom dynamic—days do not migrate into different weeks. rolling up an entire hierarchy can avoid many problems with relationship changes. and then balance the disadvantages against the advantages of having an aggregate table. For example. they are a part of static relationships. reclassification. consume resources. and complicate the batch process. Static relationships When elements rarely or never change relationships. the relationship is called dynamic.Project Design Guide Optimizing and Maintaining Your Project 8 tables that hold that relationship or data relevant to it must be updated. If the tables are large. to a set of child records to produce a single parent record.

One measure of effectiveness of an aggregate table can be estimated from this number. Inc. Therefore. for smaller base tables. For more information on ratios. Also.8 Optimizing and Maintaining Your Project Project Design Guide compression ratio. as outlined in the following procedure. the aggregate table requires 2/3 of the base table’s storage space but yields only a 1/3 reduction in the number of records. In contrast. the aggregate table reduces the number of records by 3/4 and uses only 1/4 of the storage space. since it represents the decrease in records that must be read to respond to a query at that level. When the number of elements differs significantly between two attributes in the same hierarchy. page 35. you must balance the importance of speed of query response time and the availability of disk space and resources to maintain the schema. To determine when pre-aggregation is worthwhile for your system. the resource demands placed on the database server by dynamic aggregations decrease and therefore so does the effectiveness of pre-aggregation. . if the compression ratio is 4:1. Recall that some of the reasons to build aggregate tables include the reduction of disk I/O and the number of records that must be dynamically sorted and aggregated. 248 Using summary tables to store data: Aggregate tables © 2007 MicroStrategy. For example. the compression ratio suggests that an aggregate table can provide more efficient queries. refer to Cardinalities and ratios. if the compression ratio is 3:2. Creating aggregate tables You can integrate aggregate tables in your project using the Warehouse Catalog in MicroStrategy Desktop. pre-aggregating data is effective only if the compression ratio is significant.

based on logical table size.Project Design Guide Optimizing and Maintaining Your Project 8 To use an aggregate table in an existing project 1 Using the Warehouse Catalog. 2 Use the new table in the desired fact expressions and attribute form expressions. If your aggregate table structure is consistent with your base fact table structure. How does Architect know to use the aggregate table rather than the base fact table. Inc. In other words. this measurement is known as the logical table size. see Adding and removing tables for a project. Using summary tables to store data: Aggregate tables 249 . The size of tables in a project: Logical table size MicroStrategy Desktop assigns a size to every table in the project when you first add them to the project. Because Desktop uses the conceptual or logical attribute definitions when assigning sizes. Changing the logical table size The initial logical table size is based on the number of attribute columns and the various levels at which they exist in their respective hierarchies. have only higher-level or summary data. when either could provide the answer to a query? The answer is logical table size. Architect automatically adds it to the definitions of your existing attributes and facts. page 220. add the table to the project. Architect is aggregate-aware. however. that contains enough data to answer the query. Suppose the base fact table contains millions of rows of transaction-level detail. When you run a report. The other tables. For steps to add tables using the Warehouse Catalog. These size assignments are stored in the metadata and are calculated based on the table columns and their corresponding attributes. Because the attribute levels are lower in the base fact © 2007 MicroStrategy. the Analytical Engine chooses the smallest of all tables.

The terms “application” and “server” refer to what manages the partitioned tables. such as month or department. see the MicroStrategy Desktop online help. Therefore. Server versus application partitioning Partitioning can be managed by either the database server or the MicroStrategy application. Logical tables are discussed in detail in Appendix C. . this is not always true in a real warehouse. Dividing tables to increase performance: Partition mapping Partition mapping involves the division of large logical tables into smaller physical tables. 250 Dividing tables to increase performance: Partition mapping © 2007 MicroStrategy. tables are partitioned at the database level. the table as a whole is assigned a higher value for the logical table size than are the summary tables with higher-level attributes. Logically. For steps to use the Logical Table Editor. this division is based on a definable data level. partitions improve the speed and efficiency of database queries. the Logical Table Editor allows you to alter the logical table sizes based on their true relative sizes.8 Optimizing and Maintaining Your Project Project Design Guide table. Partitions improve query performance by minimizing the number of tables and records within a table that must be read to satisfy queries issued against the warehouse. a table with a higher-level attribute should be smaller in size. Time is the most common category for partitioning databases. Inc. Logical Tables. Of course. not where the tables are split. Either way. By distributing usage across multiple tables. Partitioning by time limits growth of the database tables and increases stability.

The original fact table is not physically broken into smaller tables. In contrast. page 251—stores the mapping information in the project metadata Warehouse partition mapping. Since only the logical table is displayed to the end user. MicroStrategy.Project Design Guide Optimizing and Maintaining Your Project 8 Server-level partitioning The database server. 251 © 2007 MicroStrategy. rather than the RDBMS server. You do not need to take any action in MicroStrategy to support the partitioning. rather than MicroStrategy. in this case. Application-level partitioning In application-level partitioning the application. page 254—uses a specialized warehouse table to determine which table to access Metadata partition mapping Metadata partition mapping is the mapping of partitions where the mapping of partitions is performed and maintained in the project metadata by the application. MicroStrategy manages the mapping between the logical table and the physical tables. such as time or geography. A partition base table (PBT) is a warehouse table that contains one part of a larger set of data. MicroStrategy supports two types of partitioning: • • Metadata partition mapping. Dividing tables to increase performance: Partition mapping . the partitioning is transparent to MicroStrategy. Refer to your database documentation for details on server partitioning for your particular platform. manages the partition tables. This approach makes it easier for you to specify a flexible partitioning schema. Inc. Instead. the database server logically partitions the table according to parameters specified by the database administrator. in application-level partitioning the relational database is unaware of the partitioned tables. manages the partitioned tables in RDBMS server-level partitioning. Partition tables are usually divided along logical lines.

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Optimizing and Maintaining Your Project

Project Design Guide

In metadata partition mapping, you specify one or more partitioning attributes in the Metadata Partition Mapping Editor. Next you define what attribute elements within those attributes should point to which PBT. You create all of the rules for choosing the appropriate PBT here and the rules are stored in the MicroStrategy metadata. For steps to create a metadata partition mapping, refer to the MicroStrategy Desktop online help.

Homogenous and heterogeneous partitions
Metadata partitions can be homogenous or heterogeneous. With heterogeneous partitioning, the PBTs can have different amounts of data stored in them at different levels. For example, one table can contain six months of sales data, while another stores an entire year. The PBT level, or key, refers to how the data is stored. For example, sales data for the current year can be stored at the daily level, while historical sales data is saved by month only. Heterogeneous partitions can therefore require additional long-term maintenance and organization because the data contained in them is stored at various levels throughout the partition. MicroStrategy stores one PBT level for each partition. If all the PBTs within a partition are not stored at the same level, the highest PBT level is used as the PBT level of the partition. For instance, if all the sales data in the previous example is stored in one partition, you cannot access current sales at the day level. This is because the PBT level for the partition is month, which is higher than day. If you save current data in a partition at the daily level and the historical data in another partition at the month level, you are able to fully access the data. In contrast, homogenous partitions must have the same amount of data stored at the same PBT level. The logical structure of the PBTs must be the same, that is, they must have the same facts and attributes defined. To continue with the previous examples, each table must store one year of data at the month level. Homogeneous partitions work well for frequently-accessed data such as information about the previous year.

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When you define the particular PBT to which an attribute is linked in MicroStrategy, you do not need to specify whether or not the PBT is homogeneous or heterogeneous. MicroStrategy makes the distinction automatically depending, in part, on how the data is stored in the PBT.

Data slices
After PBTs are created, you define a data slice. The data slice acts as a filter that describes what portions of data are placed in the partition table. Based on this data slice, the MicroStrategy engine knows which table to get data from when generating the SQL. A data slice holds the parameters that a partition is based upon, for example, Month=January. Instead of retrieving data for all months, the server knows to access a particular table that contains the data for January only. By creating a data slice with the partition, you can retrieve specific data quickly without time-consuming joins and searches. It is important to create a reasonable and valid data slice because MicroStrategy cannot verify its accuracy or relevance. The data slice must make sense for the data. A poorly crafted data slice can lead to errors from generating incorrect SQL and retrieving the wrong data. Data slicing displays and can be modified only for the metadata partitioning. Each partition mapping table must include at least one data slice. In a heterogeneous mapping, data slices can exist at different levels and can be composed of different keys.

Attribute qualifications
To create data slices, you use attribute qualifications. Attribute qualifications are types of filters that are applied to attribute forms. These qualifications allow you to limit the type and amount of data that is returned for a report. For example, if you create a report that contains the attribute Country but you want to return only the data for France, you can create a qualification on the attribute Country and select France as the element that appears on the report.

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For steps to create a data slice, refer to the MicroStrategy Desktop online help.

Warehouse partition mapping
Warehouse partition mapping is the mapping of partitions, where the mapping is performed by and maintained in the data warehouse. You can define a warehouse partition by using the MicroStrategy Warehouse Catalog to add a table with a special structure. This table contains the map for the partition, and is stored in the warehouse. Warehouse partitions divide tables physically along any number of attributes, although this is not visible to the user. Warehouse partitions must be homogenous, unlike metadata partitions, so that the same amount of data is stored at the same PBT level and the same facts and attributes are defined. Homogenous partitioning divides data of equal levels, like January and February. A sample fact table and warehouse partitioning table are shown below for months. Note how the data exists at equal levels, for example, different months of the same year.

The original fact table, which contains all of the data, is not brought into the project. Rather, the database administrator creates multiple smaller physical tables in the data warehouse. Each table contains a subset of the data in the original fact table. The database administrator is responsible for keeping the partitions consistent and up-to-date. He or

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she must also create and maintain a partition mapping table (PMT), which is used to identify and keep track of the partitioned base tables as part of a logical whole. After the PMT is created, when you run a report in Desktop or Web that requires information from one of the PBTs, the Query Engine first runs a pre-query to the PMT to determine which PBT to access to bring the data back for the report. The pre-query requests the PBT names associated with the attribute IDs from the filtering criteria. When it finds the name of the PBT, it calls the SQL Engine to write the appropriate SQL for the warehouse. When using warehouse partition mapping, it is usually not necessary to bring in the individual PBT tables into the project. Doing so can cause errors if such tables are mistakenly mapped directly to schema objects. You should only include the PMT table in the project. With this strategy you can map all related schema objects to the PMT, which then accesses the correct PBT in the warehouse. Note the following: • • There are no data slices in a warehouse partition. MicroStrategy supports warehouse partitions on both upgraded and newly created projects. These are added using the Warehouse Catalog Browser. For steps to add warehouse partitions, refer to the MicroStrategy Desktop online help.

Metadata versus warehouse partition mapping
Metadata partition mapping does not require any additional tables in the warehouse. Metadata partition mapping is generally recommended over warehouse partition mapping in MicroStrategy. However, if you already have warehouse partition tables set up and are migrating to a newer version of MicroStrategy, you can continue to use the warehouse partitions. If you are creating partitions for the first time, however, it is recommended you implement metadata partition mapping.

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Metadata partition mapping is recommended because you create the rules in MicroStrategy that the Query Engine uses to generate the SQL to run reports. Because you create the partitions directly in the metadata, it is easier to maintain. Metadata partition mapping also allows both heterogeneous and homogenous partitions, unlike warehouse partition mapping. With heterogeneous partitions, the PBTs can have different amounts of data stored in them at different levels. Only homogenous partitions can be used in warehouse partition mapping. For steps to map partitions, refer to the MicroStrategy Desktop online help.

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9.

CREATING TRANSFORMATIONS TO DEFINE TIME-BASED AND OTHER COMPARISONS

Introduction
Suppose you want to compare how much revenue your company grew last year to how much it grew this year. This type of analysis, called a TY/LY comparison (This Year versus Last Year), is a commonly used form of time-series analysis and is relevant to many different industries, including retail, banking, and telecommunications. Transformations—schema objects you can create using attributes in your project—are one of the many MicroStrategy techniques used to perform time-series analysis. To calculate a variance or a growth percentage such as last year’s revenue versus this year’s revenue, it is very convenient to use a transformation. Transformations are often the most generic approach and can be reused and applied to other time-series analyses. To use a transformation, a report designer creates a metric and applies the transformation to it. This chapter discusses the different types of transformations and how to create them. It is assumed that you have some understanding of what metrics are, as transformation metrics
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are discussed in this chapter. For information on metrics and using transformations in metrics and reports, see the Metrics chapter of the MicroStrategy Advanced Reporting Guide.

Creating transformations
A transformation is a schema object that typically maps a specified time period to another time period, applying an offset value, such as current month minus one month. Usually defined by a project designer, transformations are used in the definition of a metric to alter the behavior of that metric. Such a metric is referred to as a transformation metric. For example, time-related transformations are commonly used in metrics to compare values at different times, such as this year versus last year or current date versus month-to-date. Any transformation can be included as part of the definition of a metric and multiple transformations can be applied to the same metric. Transformation metrics are beyond the scope of this guide; for information about transformation metrics, refer to the MicroStrategy Advanced Reporting Guide. Recall the example used in the introduction, the TY/LY comparison. To calculate this year’s revenue, you can use the Revenue metric in conjunction with a filter for this year. Similarly, to calculate last year's revenue, you can use the Revenue metric in conjunction with a filter for last year. However, a more flexible alternative is to use a previously created Last Year transformation in the definition of a new metric, last year’s revenue. With a single filter, on 2003 for example, the two metrics Revenue and Last Year Revenue give you results for 2003 and 2002, respectively. Since a transformation represents a rule, it can describe the effect of that rule for different levels. For instance, the Last Year transformation intuitively describes how a specific year relates to the year before. It can in addition express how each month of a year corresponds to a month of the prior year. In the same way, the transformation can describe how each day of a year maps to a day of the year before. This information defines the transformation and abstracts all cases into a

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generic concept. That is, you can use a single metric with a last year transformation regardless of the time attribute contained on the report. While transformations are most often used for discovering and analyzing time-based trends in your data, not all transformations have to be time-based. An example of a non-time-based transformation is This Catalog/Last Catalog, which might use Catalog_ID-1 to perform the transformation.

Expression-based versus table-based transformations
The definition of the association between an original value and a transformed one can be represented in an expression that uses columns of the warehouse, constants, arithmetic operators, and mathematical functions. This is known as an expression-based transformation. However, it is sometimes desirable to precalculate these values and store them in a table designed for the transformation. This method is sometimes referred to as a table-based transformation. The advantage of a table-based transformation is the possible use of indexing to speed query times. Another advantage is that table-based transformations provide additional flexibility beyond what formula expressions can produce. The drawback of this kind of transformation is that it requires the creation and management of an additional table in the warehouse. However, once the table is created, it usually significantly decreases the query time. Returning to the TY/LY example, you have the option of using a simple formula such as Year_ID - 1 in the definition of the transformation or precalculating the data and storing it in a column in a table. A table-based transformation is required when a many-to-many transformation is performed. An example is a year-to-date calculation. A significant advantage to the dynamic calculation of an expression-based transformation is that the database administrator does not have to create and maintain a transformation table. The drawback is that the system must perform the calculation every time.

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A single transformation can use a combination of table-based and expression-based transformations. For example, you can create a last year transformation based on Year and Month. The ID of the Year attribute is in the format YYYY, so the transformation can use the expression Year_ID - 1. The ID for the Month attribute is in the format ‘MonthName,’ so you cannot easily use a mathematical expression. You must use a table instead. The following sections walk you through creating both a table-based transformation and an expression-based one.

Building a table-based transformation
The following example shows how to create a last year transformation based on a lookup table in MicroStrategy Tutorial, which pairs each year with the previous year. This transformation is used in the report displayed below, which compares revenue for this year and last year.

Creating the transformation metric and the report are discussed in the Transformation metrics section in the Metrics chapter of the MicroStrategy Advanced Reporting Guide.

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Define a new member attribute expression dialog box opens. 6 Click OK. 4 Select the LU_Year table from the Table drop-down list. A report designer can now use the transformation in a revenue metric to calculate last year’s revenue. then create a report using that transformation metric to obtain last year’s revenue. The Year . Inc. which maps this year to last year. and select Transformation. For example. Building an expression-based transformation This example shows how to create a last year transformation using an expression rather than a table. 2 From the File menu. one subtracted from the year 2005 results in the previous year. then double-click Year.Project Design Guide Creating Transformations to Define Time-Based and Other Comparisons 9 To create a last year transformation based on a table 1 Log in to the project source that contains your project in MicroStrategy Desktop and expand your project. Name the transformation Last Year (Table). Notice that this table contains a previous year column. 5 Double-click the PREV_YEAR_ID column to place it in the expression box. The Transformation Editor opens with the Select a Member Attribute dialog box displayed. 2004. 7 Click Save and Close on the toolbar. The table's columns appear in the Available columns list. Creating transformations 261 . so the previous year is simply Year_ID minus one. point to New. © 2007 MicroStrategy. You have now created the transformation. 3 Double-click Time to open the folder. The Year_ID is in the format YYYY.

3 Select the LU_Year table from the Table drop-down list.Define a new member attribute expression dialog box opens. The Transformation Editor opens with the Select a Member Attribute dialog box displayed. 262 Creating transformations © 2007 MicroStrategy. 5 Type -1 in the expression box. The transformation will subtract 1 from the Year ID to calculate last year’s ID. Again. To create a last year transformation based on an expression 1 In MicroStrategy Desktop. The table's columns appear in the Available columns list. then double-click Year. Inc.9 Creating Transformations to Define Time-Based and Other Comparisons Project Design Guide This transformation is added to the report shown in the table-based transformation example above. point to New. from the File menu. and select Transformation. creating the transformation metric and the report are discussed in the Transformation metrics section in the Metrics chapter of the MicroStrategy Advanced Reporting Guide. The Year . . 2 Double-click Time to open the folder. 4 Double-click the YEAR_ID column to place it in the expression box. The resulting report is displayed below.

Month. Inc. LU_QUARTER. 8 Click Save and Close on the toolbar. For example. Quarter. and Day. © 2007 MicroStrategy. For example. generally the lookup table corresponding to the attribute being transformed. Month. Transformation components All transformations have the following components: • Member attributes: This component contains the attributes to which the transformation applies. each member expression is based on a specific table. this is the transformation table defining the relationship. For an expression-based transformation. then add it to the report created in the previous example. You have now created the last year transformation. the member attributes are Year. A report designer can now use the transformation in a revenue metric to calculate last year’s revenue. and Day. • Member expressions: Each member attribute has a corresponding expression. 7 Click OK. the member tables are LU_YEAR. The message “Valid expression” appears with a green check mark. in the Last Year transformation in the MicroStrategy Tutorial. in the Last Year transformation. Quarter. respectively. for the member attributes Year. Transformation components 263 . Name the transformation Last Year (Expression). LU_MONTH. the different levels to which the rule applies. and LU_DAY. • Member tables: These tables store the data for the member attributes.Project Design Guide Creating Transformations to Define Time-Based and Other Comparisons 9 6 Click Validate. that is. For a table-based transformation.

Suppose this metric is used on 264 Transformation components © 2007 MicroStrategy. Many-to-many transformations can lead to double-counting scenarios. For one date. These are all columns from the lookup tables set in the Member tables field. For a table-based transformation. you cannot subtract one and receive December 1999 as the result. The rule is then not encapsulated in an expression but directly in the data of the column. typically the attribute ID column. you can create a Last Year transformation using Year_ID-1 as the expression. Since the data defines the rule.9 Creating Transformations to Define Time-Based and Other Comparisons Project Design Guide For an expression-based transformation. . • Mapping type: This component determines how the transformation is created based on the nature of the data. It is particularly effective when no straightforward formula can express the rule. mathematical functions. LY_QUARTER_ID. For example. and PREV_YEAR_ID. However. For example. this approach provides considerable flexibility in the transformation definition. the member expressions are LY_DAY_DATE. LY_MONTH_ID. consider YearToDate defined as a many-to-many transformation and Revenue (YTD) as a transformation metric. if you store Month as 200001 (January 2000). For example. In fact. in the case of a many-to-many transformation. this is simply a column from a specific warehouse table specifically populated with data supporting the transformation. arithmetic operators.” One day or month this year maps exactly to one day or month from last year. a separate table is required. Many-to-many: A typical many-to-many relationship is year-to-date. many cases can exist where the data is not conducive to such calculation. In the most generic case. this expression uses constants. in the Last Year transformation. The mapping can be one of the following: One-to-one: A typical one-to-one relationship is “last year to this year. and columns from the warehouse. this is a mathematical expression. many other dates are included in the year-to-date calculation. Inc. For instance.

For more information about joint child attributes. the values for the transformation. the © 2007 MicroStrategy. In the report. that is. In this instance. For example. The report displays the quarter. which is the member attribute on the template. with the previous year’s revenue. page 171. the joint child attribute Promotion is added to the previous report. the Revenue (YTD) metric will double count. For example. The joint child attribute cannot be transformed because not all of its joint children—Quarter and Item—are time-related. as shown below: When a joint child attribute—an attribute that exists at the intersection of other indirectly related attributes—is added. Inc.Project Design Guide Creating Transformations to Define Time-Based and Other Comparisons 9 a report that does not include the Day attribute. Transformation metrics and joint child attributes Review the discussion of joint child attributes and relationships in Joint child relationships. Transformation metrics and joint child attributes 265 . a report contains Quarter and the transformation metric Last Year’s Revenue. a range of dates is specified in the filter. In a report. Each quarter is displayed. a transformation metric displays the current attribute with transformed data. page 171 before proceeding in this section. a conflict arises. see Joint child relationships.

. However. the Valentine’s Day promotion is not listed for Q1 2002 despite the existence of the last year transformation. Notice that the Valentine’s Day promotion existed in 2003 but not in 2002. This is the case because. 266 Transformation metrics and joint child attributes © 2007 MicroStrategy. and the revenue data from the date-promotion combination. minus one year. Inc. remember that only the metric values are transformed. That is. but not attributes such as Promotion. since the joint child attribute Promotion essentially exists in both the time dimension and a non-time dimension. since the Valentine’s Day promotion was not run in 2002. it is not intuitive how the transformation should be performed. again. not the attributes. displaying transformed data. A sample report is shown below: The displayed attributes should still be current. transformations “transform” metric values such as Revenue.9 Creating Transformations to Define Time-Based and Other Comparisons Project Design Guide promotion associated with a given quarter. the Valentine’s Day-Q1 2002 combination cannot be displayed on the report. In summary. While you may want to see it listed for 2002.

filters. You create projects that users access to run reports. and functions. A project is the highest-level of intersection of a data warehouse. metadata repository. A typical project contains reports. What is the MicroStrategy Tutorial? The MicroStrategy Tutorial is a MicroStrategy project. which includes a metadata and warehouse.A A. including the data model and physical warehouse schema. metrics. and user community. Inc. and a set of demonstration applications designed to illustrate the features of the MicroStrategy platform. © 2007 MicroStrategy. the project is the environment in which all related reporting is done. What is the MicroStrategy Tutorial? 267 . Conceptually. MICROSTRATEGY TUTORIAL Introduction This appendix provides information on the MicroStrategy Tutorial.

Promotions. Options to create reports from MicroStrategy Desktop and MicroStrategy Web focusing on a particular analysis area. Products. Each subfolder contains reports that would be of interest to the type of business user for which the subfolder is named. and business reports. Inc. The Supplier folder contains a Supplier Sales report. Products. Human Resources Analysis. including Billing Managers. Reporting areas: Customer Analysis. 268 What is the MicroStrategy Tutorial? . Inventory and Supply Chain Analysis. Employee. Geography. • • • MicroStrategy Tutorial reporting areas MicroStrategy Tutorial reports are grouped into four folders: • Business Roles: This folder contains subfolders that reflect different types of business intelligence users within an organization. Numerous customers and purchased items. Enterprise Performance Management. and Time. and the Brand Managers subfolder contains a report called Brand Performance by Region. production and operational reports. managed metrics reports. Brand Managers. The key features include the following: • Hierarchies—Customer. Category. such as scorecards and dashboards. books. and Suppliers. Company Executives. or Call Center. For instance. such as Customer. Regional Sales Managers. Inventory. Category Managers. Time. Each hierarchy can be viewed graphically through MicroStrategy Desktop and MicroStrategy Web. the Billing Managers folder contains an Invoice report and a customer-level transaction detail report. District Sales Managers. and Supplier Analysis. movies and music. Operations Managers. © 2007 MicroStrategy. invoices and statements. They are a sampling of the types of reporting documents that can be built using MicroStrategy Report Services. Sales and Profitability Analysis. • Enterprise Reporting Documents: This folder contains various examples of different types of standard enterprise reporting documents.A MicroStrategy Tutorial Project Design Guide The theme of the MicroStrategy Tutorial project is a retail store for the time 2003 to 2006 that sells electronics.

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MicroStrategy Platform Capabilities: This folder contains examples of many of the sophisticated capabilities within the MicroStrategy platform. Evaluators of the software, as well as customers, can use the examples to get a better feel for many of the platform’s capabilities. Customers can use the examples to guide their own development. The subfolders under these folders are named according to the capabilities that their reports exemplify. For instance, the Graph Styles folder contains examples of most of the graph types that can be created in MicroStrategy, and the Analytics and Data Mining folder contains examples of Linear Regression models built within MicroStrategy.

Subject Areas: This folder contains reports that are categorized further by topic. Topics covered include Customer Analysis, Enterprise Performance Management, Human Resource Analysis, Inventory and Supply Chain Analysis, Sales and Profitability Analysis, and Supplier Analysis. Customer Analysis: Reports analyzing the customer base, studying areas such as Customer Income, Customer Counts, Revenue per Customer, and Revenue Growth. Enterprise Performance Management: Reports containing information on revenue amounts, trends and forecasts, profits, profit margins, and profit forecasts. These reports make it easy for an executive at any level of the company to understand how the company is performing as a whole or at the region, category, and subcategory levels. Human Resource Analysis: Reports containing information on employees, including headcount, birthdays, length of employment, and the top five employees by revenue. These reports are based on employees, time, geography, and sales. The Human Resources Analysis reports provide insight into human capital so that managers can boost the efficiency and effectiveness of their employees. Human Resource Representatives can highlight under-performing employees and misallocated headcount. Managers at all levels can focus on the

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performance of their employees, drill down to an individual employee detail level, view trends, and extract intelligence not otherwise evident. Inventory and Supply Chain Analysis: Reports containing information based on supplier, product, cost, revenue and profit, such as Inventory and Unit Sales, or Inventory Received from Suppliers by Quarter. The Inventory reports track inventory information within the company and through to suppliers. Essentially, these reports show how many units of an item are on hand, how many are expected from a particular supplier, and how many units have been sold. Inventory reports are used to ensure that the supply chain is as efficient as possible. Using these reports, employees can analyze trends and details, quickly adjust inventory and distribution, and understand underlying supply chain costs and inefficiencies. Sales and Profitability Analysis: Reports analyzing revenue and profit from multiple perspectives. Examples include Sales by Region, Revenue over Time, and Brand Performance by Region. The Product Sales reports allow managers and analysts to monitor and analyze sales trends, track corporate revenue goals, compare store-to-store performance, and respond more quickly and accurately to feedback from the marketplace. In turn, executives can analyze sales trends and details, quickly adjust pricing and promotions, identify product affinities and key profit centers, and understand costs and revenue trends. Supplier Analysis: Reports containing supplier, sales, profit, and revenue information, such as Brand Sales by Supplier, Supplier Sell-Through Percentage, and Units Sold and Profit by Supplier. The Supplier reports allow managers and analysts to monitor and analyze vendor performance so that they can quickly identify performance problems. These reports track brands and items sold that came from a particular vendor. They also correlate profit and revenue information with particular suppliers so that relationships with key vendors can be strengthened.

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These reports and documents are located in the Public Objects/Reports folder of the MicroStrategy Tutorial project. Once the areas of analysis are determined, a data model is created.

MicroStrategy Tutorial data model
A logical data model graphically depicts the flow and structure of data in a business environment. It provides a way of organizing facts so that they can be analyzed from different business perspectives. For example, a simple logical data model for a retail company can organize all necessary facts by store, product, and time, which are the three common business perspectives typically associated with retail business. For detailed information about data modeling, see Chapter 2, The Logical Data Model. For MicroStrategy Tutorial, the areas of analysis discussed earlier, Customer Analysis, Human Resources Analysis, and so on, are organized into the following hierarchical groupings: • • • • • Geography Products Customers Time Promotions

These MicroStrategy Tutorial hierarchies are displayed on the following pages for your reference.

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Data modeling notations
The following notations are used in graphical depictions of hierarchies.
Symbol Indicates entry point Definition An entry point is a shortcut to an attribute element in the Data Explorer. Creating an entry point grants you faster access to the attribute without having to browse through multiple attributes to reach different levels of the hierarchy.

attribute

A data level defined by the system architect and associated with one or more columns in the data warehouse lookup table. Attributes include data classifications like Region, Order, Customer, Age, Item, City, and Year. They provide a handle for aggregating and filtering at a given level. An attribute relationship in which every element of a parent attribute relates to multiple elements of a child attribute, while every element of the child attribute relates to only one element of the parent. The one-to-many attribute relationship is the most common in data models.

one-to-many relationship

Geography hierarchy
The Geography hierarchy contains attributes, such as Country and Region, as well as Distribution Center, Call Center, and employee-specific attributes. It is easy to understand why Country and Region are in the Geography hierarchy, but what about Distribution Center, Call Center, and the employee-related attributes? The data used in MicroStrategy Tutorial is based upon a fictitious company that sells electronics, movies, music, and books. The company does not have physical stores, but instead does its business from catalog and Web sales. Customers review the products in a printed or online catalog and call in their order over the phone. The order is then processed by an employee located at one of the call centers. The order is then fulfilled by a distribution center that holds the correct item and sends it through one of the shippers.

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The Geography hierarchy contains the following attributes.
Attribute Country Region Call Center Distribution Center Manager Employee Experience Hire Date Salary Employee Age Employee Birth Date Employee Description Countries where the company does or hopes to do business in the future. Also refers to countries where employees work. Each country is split into regions. Where product phone-in orders are taken. Each call center is located in a different city. The location where product orders are sent out to customers. Currently, each is located in the same city as the call center it services. Person responsible for a specific call center. The number of years an employee has worked for the organization. The date on which a particular employee was hired. The amount of money an employee makes per year. The age of each employee. The date each employee was born. The lowest level in the Geography hierarchy, representing the individual responsible for each order placed. Example USA, Spain, France. Central, Northeast, Southwest. Atlanta, Boston, Charleston. Miami, New Orleans, Fargo. Peter Rose, Alice Cooper. 3, 5, 6. 2/16/97, 3/15/99. 24,000, 35,000. 29, 36, 52. 5/6/66, 1/1/77. Jennifer Lee, Laura Kelly.

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Refer to the following image to see how all these attributes are organized into the MicroStrategy Tutorial Geography hierarchy.

Products hierarchy
The products hierarchy contains attributes, such as Category, Brand, Catalog, and Supplier. The Products hierarchy contains the following attributes.
Attribute Category Subcategory Description Products are organized into categories at the highest level. Used to further differentiate a subset of products within a category. Example Electronics, Music. Business, Cameras, Drama.

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Attribute Warranty Brand Catalog Supplier Discontinued Code Item

Description The time period in months during which a manufacturer repairs a broken item (specific to Narrowcast Server). The manufacturer or artist for a particular product. The medium used to sell products. The distributor for a set of brands. 0 = discontinued product, 1 = non-discontinued product. The individual product sold.

Example 3, 5. Ayn Rand, 3Com, Sony. Spring 2002, Fall 2003. McGraw Hill, Disney Studios. 0, 1 The Great Gatsby, Sony Discman.

Refer to the following image to see how all these attributes are organized into the MicroStrategy Tutorial Products hierarchy.

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Customers hierarchy
The Customers hierarchy contains customer demographic and purchase information, such as Customer Age, Income Bracket, Payment Method, and Ship Date. The Customers hierarchy contains the following attributes.
Attribute Customer Country Customer Region Customer State Customer City Customer Age Customer Birth Date Income Bracket Zip Code Customer Shipper Rush Order Description The highest level of differentiation for where Customers live The highest level of differentiation for where customers live. Each Customer Region is divided into multiple States. Each Customer State is broken down into cities. The age of a particular customer at a current point in time. The date on which the Customer was born. The salary range reported by the customer. The lowest level of differentiation for where customers live. The name of the individual customer. The vendor used to send products to the customer. (Currently not implemented in the project.) Indicates whether a customer chose to expedite delivery of an order. The way a customer pays for an order. The date on which an order is shipped from the distribution center. The tracking number associated with a particular group of items purchased. Amex, Check. 9/15/02, 3/26/03. 167, 2635. Example USA, Spain, France Northeast, South, France. Maine, North Dakota. Albany, Chicago, Memphis. 26, 38, 59. 8/4/50, 4/30/72. $31,000 - 40,000, $61,000 70,000. 07026, 36303. Selene Allen, Chad Laurie. Pronto Packages, MailFast.

Payment Method Ship Date Order

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Refer to the following image to see how all these attributes are organized into the MicroStrategy Tutorial Customers hierarchy.

Time hierarchy
The Time hierarchy contains time-specific attributes, Year, Quarter, Month, and Day.

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12/26/03. Refer to the following image to see how all these attributes are organized into the MicroStrategy Tutorial Time hierarchy. Calendar quarter of purchase. 5/14/02. Calendar date of purchase. Aug 03. . November. Promotions hierarchy The Promotions hierarchy contains Promotion and Promotion Type. This hierarchy is useful for recording whether a sale was a promotional purchase.A MicroStrategy Tutorial Project Design Guide The Time hierarchy contains the following attributes. Q2 02. 278 MicroStrategy Tutorial data model © 2007 MicroStrategy. January. Jul 02. 2003. Inc. Calendar month of purchase. Month of purchase. Q3 03. Attribute Year Quarter Month of Year Month Day Description Calendar year of purchase. Example 2002.

Viewing the MicroStrategy Tutorial data model Although the MicroStrategy Tutorial data model is displayed in the previous pages.Project Design Guide MicroStrategy Tutorial A The Promotions hierarchy contains the following attributes. To view the MicroStrategy Tutorial data model 1 If you are not already using the MicroStrategy Tutorial. Example Mother’s Day. (Currently not implemented in the project. MicroStrategy Tutorial data model 279 .) Type of discount period offered (Sale type). you can also view it directly in the product. You must log on as an Administrator.9/4/02.) Date range for a particular discount period under which an item is purchased (Sales Date). Labor Day. Attribute Promotion Type Promotion Description (Currently not implemented in the project. 9/1/02 . log on to the project source containing the MicroStrategy Tutorial and expand the MicroStrategy Tutorial project. Refer to the following image to see how all these attributes are organized into the MicroStrategy Tutorial Promotions hierarchy. Specify the user name as Administrator and provide a blank password to complete these steps. Inc. 2/16/03 2/19/03. © 2007 MicroStrategy.

4 To focus on a different entry point. 8 To save the layout view of the hierarchy. It is a graphic-intensive technique that results in a data model representing the definition. After the data model is created. The logical data model is a picture of all the pieces of information necessary to understand your data and how it relates to your business. . physical characteristics. 7 To return to the default view. and then choose Hierarchies. This does not affect the browse order. click Auto arrange in the toolbar. 5 To view the entire hierarchy in the window. Once loaded. but allows you to view the hierarchy in a way meaningful to you.A MicroStrategy Tutorial Project Design Guide 2 From the Schema menu. MicroStrategy Tutorial schema A schema is a logical and physical definition of warehouse data elements. the next step is to create the schema. click Fit in window from the toolbar. the HierarchiesMicroStrategy Tutorial dialog box opens. and interrelationships. point to Graphical View. 280 MicroStrategy Tutorial schema © 2007 MicroStrategy. click Save in the toolbar. The next time you open the Hierarchy Viewer. characteristics. select it from the Entry Point drop-down list in the toolbar. and relationships of data in a business. this saved view is displayed. 3 To view a different hierarchy. 6 You can rearrange the attributes by dragging and dropping them. select it from the Hierarchy drop-down list on the toolbar. or conceptual environment. Inc. technical.

© 2007 MicroStrategy. While the logical data model tells you what facts and attributes to create. or Account. such as Day. the set of columns required to uniquely identify a record in a table. the physical warehouse schema tells you where the underlying data for those objects is stored. Inc. Item. Symbol LU_ Indicates Definition a lookup table A database table used to uniquely identify attribute elements. Lookup tables are usually joined to fact tables in order to group the numeric facts in the fact table by dimensional attributes in the lookup tables. MicroStrategy Tutorial schema 281 . Several physical warehouse schemas can be derived from the same logical data model. The MicroStrategy Tutorial schema is divided into the following parts: • • • • • • Geography Products Customers Time Promotions Fact tables Schema notations The following notations are used in the graphical depictions of the MicroStrategy Tutorial schema. The physical warehouse schema describes how your data is stored in the data warehouse. They typically consist of descriptions of dimensions. refer to earlier chapters in this guide. This appendix shows the physical warehouse schema.Project Design Guide MicroStrategy Tutorial A The physical warehouse schema is based on the logical data model. Store. a primary key In a relational database. For more detailed information on the physical schema. including data types.

A monetary reduction made from a regular price. A fact table is a database table containing numeric data that may be aggregated along one or more dimensions. Inc. The number of individual items remaining at the close of each month. Unit price . Begin on hand The number of individual items available at the beginning of each month. The excess of the selling price of goods over their cost. The amount of money charged by the supplier to the company per individual item purchased. Also referred to as a PMT. Relate tables contain the ID columns of two or more attributes. 282 MicroStrategy Tutorial schema © 2007 MicroStrategy. The amount of money charged to expedite delivery service. relate tables store information about the relationship between two attributes. The schema also contains fact tables. Freight Profit Revenue Rush Charge Unit Cost Unit Price Unit Profit Units Received Units Sold The compensation paid for the transportation of goods. Fact tables may contain atomic or summarized data. The amount of money charged by the company to the customer per individual item sold. PMT_ a partition A warehouse table that contains information used to identify the mapping table partitioned base tables as part of a logical whole.unit cost. The number of individual items bought by customers. thus defining associations between them. The basic facts from which all metrics in the MicroStrategy Tutorial were created from are listed below. The total income produced by a given source accounting for all product sales deducting discounts. The number of individual items acquired from a supplier. .A MicroStrategy Tutorial Project Design Guide Symbol REL_ Indicates a relationship table Definition While lookup tables store information about one or more attributes. Fact Cost Discount End on hand Description The total amount charged by the supplier to the company.

Project Design Guide MicroStrategy Tutorial A Geography schema © 2007 MicroStrategy. MicroStrategy Tutorial schema 283 . Inc.

Inc.A MicroStrategy Tutorial Project Design Guide Products schema 284 MicroStrategy Tutorial schema © 2007 MicroStrategy. .

Inc.Project Design Guide MicroStrategy Tutorial A Customers schema © 2007 MicroStrategy. MicroStrategy Tutorial schema 285 .

.A MicroStrategy Tutorial Project Design Guide Time schema 286 MicroStrategy Tutorial schema © 2007 MicroStrategy. Inc.

MicroStrategy Tutorial schema 287 . Inc.Project Design Guide MicroStrategy Tutorial A Promotions schema Sales fact tables © 2007 MicroStrategy.

Inc.A MicroStrategy Tutorial Project Design Guide Inventory fact tables Miscellaneous fact tables 288 MicroStrategy Tutorial schema © 2007 MicroStrategy. .

To view the MicroStrategy Tutorial schema 1 If you are not already using the Tutorial.Project Design Guide MicroStrategy Tutorial A Viewing the MicroStrategy Tutorial schema Although the MicroStrategy Tutorial physical schema is displayed in the previous pages. you can also view it or the logical schema directly in the product. select View. MicroStrategy Tutorial schema 289 . log in to the project source containing the MicroStrategy Tutorial and expand the MicroStrategy Tutorial project. use the following options from the Options menu: • • • • Show joins: Select whether to connect the tables to represent the joins between the warehouse tables. 4 To change display preferences for the physical view. Use circular joins: Select whether to use circular joins. and then choose Tables. Show table prefixes: Select whether to display the table prefix as part of the table name. Show column data types: Select whether to show the data type and size for each column. 2 From the Schema menu. You must login as an Administrator to complete these steps. 5 To change display preferences for the logical view. Once loaded. © 2007 MicroStrategy. then Logical View. point to Graphical View. use the following options from the Options menu: • • Show joins: Select whether to connect the tables to represent the joins between the table columns. the TablesMicroStrategy Tutorial dialog box opens with the physical view displayed. Use circular joins: Select whether to use circular joins. 3 To switch to the logical view. Inc.

Show columns: Select whether to display the warehouse columns that define each attribute. this saved view is displayed. select Copy as Metafile from the File menu. Inc. 7 To view the entire schema in the window. one-to-many. as a link between the logical and physical views. 10 To save the layout view of the tables. 11 To copy the layout view. .A MicroStrategy Tutorial Project Design Guide • • Show relationships: Choose whether to map the relationships between the tables. 9 To return to the default view. then Physical View. select View. The next time you open the Table Viewer. This does not affect the relationships or joins. 290 MicroStrategy Tutorial schema © 2007 MicroStrategy. 8 You can rearrange the tables by dragging and dropping them. click Save in the toolbar. Show relationship types: Choose whether to differentiate between one-to-one. • 6 To switch back to the physical view. and many-to-many relationships. many-to-one. click the Fit in window button on the toolbar. but allows you to view the tables in a way meaningful to you. click Auto arrange in the toolbar.

such as MicroStrategy. and Microsoft Analysis Services Introduction Many companies have both a data warehouse and an OLAP cube source such as SAP Business Intelligence Warehouse (SAP BW). this appendix discusses the following topics: • • MicroStrategy integration with OLAP cube sources. and Essbase uses XML for Analysis (XMLA). Specifically. Microsoft Analysis Services (Analysis Services). SAP BW. or Hyperion Essbase (Essbase).B CONNECTING TO OLAP CUBE SOURCES B. This system setup requires an integrated business intelligence (BI) solution. page 298 © 2007 MicroStrategy. Inc. Analysis Services 2005. page 292 Understanding the SAP BW terminology. that can concurrently access OLAP cube sources and the data warehouse effectively. 291 . This appendix describes how MicroStrategy Intelligence Server integrates with these products using MultiDimensional Expressions (MDX). Integration with Analysis Services 2000. Hyperion Essbase. The integration with SAP BW uses SAP’s OLAP Business Application Programming Interface (BAPI).

Inc. • • • Microsoft Analysis Services 2000 Microsoft Analysis Services 2005 Hyperion Essbase 7.B Connecting to OLAP Cube Sources Project Design Guide • • • • • • • • • Relating objects from SAP BW to MicroStrategy. MicroStrategy refers to SAP BW/SAP BI OLAP cube sources as SAP BW.1 292 MicroStrategy integration with OLAP cube sources © 2007 MicroStrategy. SAP has renamed SAP BW to SAP BI. in addition to relational databases.0 With version 7. page 302 Relating objects from Essbase to MicroStrategy.5 and SAP BI 7. Using the MicroStrategy standard interface. page 327 Connecting to Essbase servers. page 311 Relating objects from Analysis Services 2000 to MicroStrategy. These additional OLAP cube sources include the following: • SAP BW 3. page 340 Integrating OLAP cubes into MicroStrategy. Intelligence Server can join data from different OLAP cube sources. page 334 Connecting to Analysis Services 2000 servers.1 and 3. and bring the data into one single MicroStrategy project. page 343 MicroStrategy integration with OLAP cube sources MicroStrategy provides a rich set of functionality ranging from OLAP Services and Report Services to Narrowcast capabilities. page 337 Connecting to Analysis Services 2005 servers.0. . page 317 Relating objects from Analysis Services 2005 to MicroStrategy. all of which can be exposed via a unified Web interface. page 322 Connecting to SAP BW servers.

With the Powered by Net Weaver Certification on MicroStrategy 7i -7. Analysis Services and Essbase store data in cubes obtained from various sources. MicroStrategy Web Universal is certified to run on SAP Web Application Server. CRM. For more information on MDX syntax. MicroStrategy integration with OLAP cube sources 293 . or another SAP data source system. each of these products is simply another data warehouse that holds data for report generation. cell data. Defined by Microsoft. the Intelligence Server generates MDX. see the MicroStrategy readme. the OLAP BAPI provides an open interface through which Intelligence Server can access the SAP BW data.0. An MDX expression returns a multidimensional result set (dataset) that consists of axis data. integration allows MicroStrategy to gain additional data sources for analysis. you can get the best out of both products. Rather. If you use OLAP cube sources and MicroStrategy as your combined BI solution. The XMLA integration provides a Web Service interface for OLAP and data mining functions. SEM.Project Design Guide Connecting to OLAP Cube Sources B For MicroStrategy’s support status with the OLAP cube sources listed above. and MicroStrategy Web and SDK are certified to run with SAP Enterprise Portal through iView Packages. SAP BW obtains data from R/3. As SAP’s proprietary API for accessing SAP BW data and functionality. It is important to understand that the MicroStrategy integration with OLAP cube sources does not change the overall structure of the MicroStrategy product. To access the data.com/ and search for MDX.3.xmla.5. MicroStrategy has chosen to use the OLAP BAPI approach because it is the most native interface that SAP provides. Inc. refer to http://msdn. This data is stored in cubes or other SAP objects. MDX is similar to SQL but is used to query cubes. In other words.org and is the basis for the MicroStrategy implementation. With the SAP BW OLAP BAPI Certification on MicroStrategy 8.1 of the specification is available at www. MicroStrategy Intelligence Server is certified to connect and execute reports against SAP BW cubes. including the following: © 2007 MicroStrategy. and properties data.microsoft. Version 1. Likewise.

For information on Freeform SQL and Query Builder reporting. Data is pulled from multiple OLAP cube sources using MDX and operational systems using Freeform SQL or Query Builder. Inc. Analysis Services. see the Troubleshooting the System chapter of the MicroStrategy System Administration Guide. Support for SAP BW. Understanding MicroStrategy architecture The MicroStrategy platform offers OLAP Services. Freeform SQL. refer to the MicroStrategy Advanced Reporting Guide. it is treated in the same 294 MicroStrategy integration with OLAP cube sources © 2007 MicroStrategy. as illustrated in the following diagram. Once the data is retrieved. .B Connecting to OLAP Cube Sources Project Design Guide • • • • • Access to OLAP cube sources and a regular data warehouse Five styles of BI Custom development of reports and applications Transaction-level analysis Integration with other systems via Web Services For troubleshooting and diagnostics logging routines related to OLAP cube sources. Essbase. Report Services. all of which can be accessed through MicroStrategy Web. and Query Builder provides additional mechanisms for pulling data into the MicroStrategy platform for analysis. and Narrowcast Server functionality.

each pointing to a data warehouse.Project Design Guide Connecting to OLAP Cube Sources B manner as data pulled from the relational data warehouse. To understand the current MicroStrategy architecture better. Each project contained one project schema that held the logical model for that project. you could have multiple MicroStrategy projects. This means that core MicroStrategy capabilities are available no matter what the original data source is. Inc. © 2007 MicroStrategy. which was represented by the database instance. Object model in MicroStrategy 7i In the 7i metadata model. MicroStrategy integration with OLAP cube sources 295 . it is helpful to review the basic object model of MicroStrategy 7i and how various data sources were accessed then. shown below. One database instance could be referenced by multiple projects in a configuration.

296 MicroStrategy integration with OLAP cube sources © 2007 MicroStrategy. but the only source is the data warehouse. You can create multiple reports to run against one cube. a Report Services document can contain multiple datasets. each OLAP cube report points directly to one cube in MicroStrategy. However. Each report can only reference one specific cube. Object model in MicroStrategy 8 The MicroStrategy 8 model shown below highlights how a project can be extended to access OLAP cube sources through a separate database instance. Inc. due to the structure in OLAP cube sources where queries can only be run against one cube at a time. the SQL Engine would implicitly reference the schema to determine which table(s) should be queried. note that instead of pointing to the project schema. which is a logical placeholder for a physical cube that exists in an OLAP cube source. each of which can represent a distinct OLAP cube source. . In addition. and a single MicroStrategy project can reference multiple database instances.B Connecting to OLAP Cube Sources Project Design Guide When a report was executed.

and OLAP cube reports in one Report Services document. Query Builder reports. report designers can create rich reports and analytics that take advantage of data from both data warehouses and OLAP cube sources. By bringing these different types of reports together inside a document. Freeform SQL reports. described as follows: © 2007 MicroStrategy.Project Design Guide Connecting to OLAP Cube Sources B The model also shows how you can include any number of standard reports. For information on Freeform SQL and Query Builder reports. refer to the MicroStrategy Advanced Reporting Guide. MicroStrategy integration with OLAP cube sources 297 . refer to the MicroStrategy Document Creation Guide. Authentication Most of the standard MicroStrategy platform authentication features also apply to OLAP cube sources and OLAP cube reports. Inc. For information on Report Services documents.

it is recommended that you use connection mapping or pass-through authentication. Inc. To enforce OLAP cube source security in MicroStrategy. Some of these terms are provided in the following section. page 302. • • • For information on authentication in general. This is explained in Relating objects from SAP BW to MicroStrategy. you need to be familiar with the terms that are used to describe the SAP BW objects. In addition. If multiple sources are configured for warehouse pass-through execution. NT authentication: used for database logins are not supported with OLAP cube sources. Understanding the SAP BW terminology Before looking in depth into how MicroStrategy integrates with SAP BW. then the same login information must be applicable to all sources. for example.B Connecting to OLAP Cube Sources Project Design Guide • Standard authentication and LDAP authentication: are supported independent of the data source that is being used. Further information is provided later in this appendix on how the SAP BW objects are related to those in the MicroStrategy environment. relational databases or OLAP cube sources. NT Authentication can be used to authenticate the user to the Intelligence Server. but not to the cube sources. specific connection mappings may be designated for each database instance and user or group combination. . For a comprehensive and detailed explanation on SAP BW objects. refer to the MicroStrategy System Administration Guide. Warehouse pass-through authentication: is supported in the same way as for relational data providers. refer to your SAP documentation. 298 Understanding the SAP BW terminology © 2007 MicroStrategy. Connection mapping: is supported the same way as for standard MicroStrategy reports.

ODS objects are flat relational tables and are similar to MicroStrategy fact tables. They include objects such as characteristics and key figures. • • InfoCube: is the primary object that SAP BW uses to store data for analysis. select the Allow External Access to This Query check box under the Extended tab in the SAP Query Properties dialog box in the Query Analyzer • © 2007 MicroStrategy. three InfoCubes or two ODS objects. InfoCubes define a specific domain of analysis in special areas. A query cube includes characteristics (dimensions/attributes) and key figures (metrics) from its source provider. for example.Project Design Guide Connecting to OLAP Cube Sources B • InfoObject: are the building blocks for individual cubes. which are roughly equivalent to attributes and facts in a MicroStrategy project. Inc. The fact table at the center of an InfoCube contains the data available for analysis. Query cube (or query): defines a subset of data from an InfoCube or another InfoProvider. Data is organized by dimension and stored physically in a star schema. InfoSets. finance or sales. and MultiProviders. ODS object: is an operational data store object. Any existing query can be released for analysis within MicroStrategy. for example. The relationship between the InfoCube and the query cube is very similar to how a MicroStrategy report includes a subset of modeled attributes and metrics that are available in the data warehouse. Query cubes generally offer better performance than InfoCubes because they are smaller and can be scheduled and cached within SAP BW. Understanding the SAP BW terminology 299 . MultiProvider: is a logical union of two or more InfoProviders that are used to combine data from two different subject areas. To release a query for analysis in MicroStrategy. Query cubes also provide MicroStrategy users access to additional InfoProviders including ODS objects. InfoProvider: is a generic term defining all SAP BW data structures available for reporting and analysis purposes such as the following: InfoCube: is a multi-dimensional cube. which is described below.

• Characteristic: provides classification possibilities for a dataset. Defined in the Query Designer. the Item characteristic might have a hierarchy that includes Category. © 2007 MicroStrategy. Inc. For example. However. quantities. a Sales Region characteristic can have North. SAP BW characteristics are similar to MicroStrategy attributes. • • 300 Understanding the SAP BW terminology . texts. all of which can be used in InfoCubes. they are presented with the traditional attribute-based parent-child relationships. customer group. hierarchy nodes. as noted later. hierarchies can be associated with a specific characteristic within SAP BW. and master data attributes. such as sales region. In addition. This is a different paradigm from MicroStrategy’s model where each attribute defines its own level. and South specifications. numbers. SAP BW also has an object called an attribute. variables can be of such types as characteristic values. Central.B Connecting to OLAP Cube Sources Project Design Guide interface. Hierarchy: is a way of defining the relationships among elements within a characteristic. These hierarchies are also available when you work with a cube in MicroStrategy. profit. Subcategory. For example. • Key figure: describes numeric data. There are five types of key figures: amount. However. and formulas. and period. hierarchies. and finally Item. but it is equivalent to an attribute form in MicroStrategy. designers can quickly access existing query cubes and business content when working in MicroStrategy. date. When the query is executed. fiscal year. and time. product. ODS objects. when the levels of a hierarchy are viewed in MicroStrategy. these variables are filled with values by the system or by the user. This is similar to creating derived metrics and conditional metrics within the MicroStrategy environment. such as revenue. it is treated as a separate dimension for analysis. You can also create calculated key figures and restricted key figures in the query definition in the Business Explorer. when each characteristic is translated into a cube. and number of call centers. Variable: is used as a parameter of a query in SAP BW. With this option enabled.

Besides the above-mentioned terminology. refer to documentation provided by SAP BW. columns. Understanding the SAP BW terminology 301 . rows. see Supporting SAP BW variables. the report inherits all those prompts. refer to the MicroStrategy Desktop online help. and free characteristics. you also need to have a basic understanding of the SAP Query Designer. In addition.Project Design Guide Connecting to OLAP Cube Sources B When an OLAP cube is imported into a MicroStrategy project. where you define queries. page 308. When working in MicroStrategy. and MultiProviders. InfoCubes. For step-by-step instructions on how to create MicroStrategy reports from the data in SAP BW cubes. When the OLAP cube is used to create a MicroStrategy report. For more information. Inc. © 2007 MicroStrategy. including all of the published query cubes. all the variables in this cube are represented as prompts. For more information on variables. You can select and combine InfoObjects or reusable structures for an InfoProvider and specify the view of the data (query view) by distributing them to filters. standard prompts can also be created for this report. you will find a list of available cubes for reporting.

The ODBO model is similar to SAP’s standard model. 302 Relating objects from SAP BW to MicroStrategy © 2007 MicroStrategy.B Connecting to OLAP Cube Sources Project Design Guide Relating objects from SAP BW to MicroStrategy As a Web or Desktop Analyst. Inc. if you are a report designer. it is helpful to understand how SAP’s metadata model is translated into MicroStrategy’s metadata model. However. keep in mind how those objects appear in ODBO. but not identical. you can treat SAP BW reports as if they were standard MicroStrategy reports. when thinking about SAP objects. Thus. . ODBO stands for OLE database for OLAP and is a protocol defined by Microsoft. The translation process involves the following steps: 1 From SAP BW to ODBO: SAP exposes its query cubes and InfoCubes to Intelligence Server through the ODBO model. ODBO defines an object model that is used in conjunction with MDX to query cubes.

they are then translated into the MicroStrategy metadata model. Relating objects from SAP BW to MicroStrategy 303 . Inc. You can then interact with SAP content while working within the paradigm that is consistent with the rest of MicroStrategy’s products. Query cubes are accessed through their respective InfoCube catalogs. The following sub-sections—each starting with a table—describe each level of comparison from top to bottom as shown in the above illustration. © 2007 MicroStrategy. The following image demonstrates how SAP BW objects are exposed in ODBO and then how they are related to objects in the MicroStrategy environment.Project Design Guide Connecting to OLAP Cube Sources B 2 From ODBO to MicroStrategy: After SAP objects are translated into the ODBO model. SAP BW ---> InfoCube ODBO ---> catalog MicroStrategy (catalog) • SAP BW: InfoCube Each InfoCube that has queries associated with it is exposed as a catalog in ODBO.

and query cubes. a MicroStrategy cube maps the physical columns of an SAP BW cube to attributes and metrics. • MicroStrategy: (Catalog) Each catalog includes one InfoCube and associated query cubes. if any.B Connecting to OLAP Cube Sources Project Design Guide • ODBO: Catalog Catalogs are used to group cubes. Inc. MultiProviders. ODBO catalogs are exposed in a few editors when selecting and managing cubes. • MicroStrategy: not supported SAP BW ---> InfoCube/ query cube ODBO ---> cube MicroStrategy cube • • • SAP BW: InfoCube/query cube ODBO: cube MicroStrategy: cube A MicroStrategy cube is an object that is used to map the levels of an SAP BW cube into the MicroStrategy environment. Cubes are treated in a manner very similar to tables in the MicroStrategy metadata. 304 Relating objects from SAP BW to MicroStrategy © 2007 MicroStrategy. Catalogs in MicroStrategy are represented in a folder. In the same way that a regular table maps the physical columns of a relational table to attributes and metrics. SAP BW ---> N/A ODBO ---> schema MicroStrategy N/A • • SAP BW: not supported ODBO: schema Schema in ODBO provides another grouping mechanism. Therefore. . The cube can be used to represent InfoCubes.

which represents months just like it does in MicroStrategy. A characteristic can have any number of additional hierarchies. all dimensions in cubes coming from SAP BW are shared. each with an arbitrary number of levels. Each characteristic (dimension) has at least one hierarchy with two levels: the first level is an aggregate of all the data. A characteristic appears as a dimension for MicroStrategy users. see the following sub-section. Quarter. an InfoCube might include the Month characteristic. This hierarchy defines a number of levels including Year. The SAP BW characteristic hierarchies appear as hierarchies to MicroStrategy users. • ODBO: dimension A dimension in ODBO defines a logical category of analysis. For more information. Relating objects from SAP BW to MicroStrategy 305 . However. For example. Time and Geography are dimensions along which you can slice data. and Month. For example. these same levels could either be specifically defined as part of the hierarchy. For example. and the second level is the detailed data.Project Design Guide Connecting to OLAP Cube Sources B SAP BW ---> characteristic ODBO ---> dimension MicroStrategy dimension • SAP BW: characteristic Characteristics in SAP BW are similar to attributes in MicroStrategy. Each characteristic in SAP is modeled as a dimension in ODBO and is shared across cubes. or they could be other characteristics that are used to define the levels of this one hierarchy. They can only be seen inside the SAP BEx Query Designer when you build a query cube. Dimensions in SAP BW are used to group characteristics and are not exposed through the ODBO interface. Therefore. Inc. © 2007 MicroStrategy. Shared dimensions allow a designer to use only one definition for a dimension across multiple cubes. you can build a Time hierarchy that is attached to the Month characteristic.

measures are simply one more dimension of a cube. Region Level 02. The inclusion of the term “Level” is an SAP BW convention. SAP BW ---> hierarchy ODBO ---> hierarchy MicroStrategy hierarchy • • • SAP BW: hierarchy ODBO: hierarchy MicroStrategy: hierarchy Hierarchies are used to group attributes (levels) together and define the relationships between these attributes. MicroStrategy reuses the hierarchy objects to represent both dimensions and hierarchies from ODBO. In this way. 306 Relating objects from SAP BW to MicroStrategy © 2007 MicroStrategy. SAP BW levels have names such as Region Level 01. . and they are represented as physical columns. It is used to group attributes and define parent-child relationships. In MicroStrategy. Measures in ODBO are called key figures in SAP BW. architects have the option to rename the levels of a cube with a more readable convention.B Connecting to OLAP Cube Sources Project Design Guide Measures (metrics) are stored in a special measure dimension. • MicroStrategy: dimension A dimension object in MicroStrategy is very similar to an ODBO dimension. and so on. Inc. which are very similar to metrics in MicroStrategy. SAP BW ---> virtual level ODBO ---> level MicroStrategy attribute • SAP BW: virtual level Levels are generated automatically based on either the definition of the characteristic or the hierarchies associated with a characteristic.

SAP BW also supports navigational attributes. Relating objects from SAP BW to MicroStrategy 307 . For example. forms are sometimes referred to directly as attributes. These attributes are presented as distinct dimensions when working in MicroStrategy. This concept also applies to ODBO and SAP BW. However. SAP BW ---> characteristic attribute ODBO ---> property MicroStrategy attribute form • • • SAP BW: characteristic attribute ODBO: property MicroStrategy: attribute form Attribute forms provide additional information about a given attribute. In SAP BW. For example. the Customer attribute may have the forms First Name and Last Name. © 2007 MicroStrategy. each ODBO level generates two physical columns and forms in MicroStrategy—ID and DESC. SAP BW ---> characteristic value ODBO ---> member MicroStrategy (attribute element) • • • SAP BW: characteristic value ODBO: member MicroStrategy: (attribute element) Element values come from either the database or a cube. 2003 and 2004 are elements of the Year attribute.Project Design Guide Connecting to OLAP Cube Sources B • • ODBO: level MicroStrategy: attribute (ID/DESC) MicroStrategy attributes map to ODBO levels. Inc.

308 Relating objects from SAP BW to MicroStrategy © 2007 MicroStrategy. refer to your SAP documentation. SAP BW variables of type Replacement Path cannot be imported into MicroStrategy. hierarchy nodes. an error occurs when you attempt to import the SAP BW cube. Variable types with the Customer Exit/SAP Exit and Authorization processing types are automatically resolved by the SAP BW system. including characteristic values. these variables are filled with values. Originally created in an SAP query cube. When the query is being executed. The conversion process involves the following general steps: 1 When an SAP query cube is imported into a MicroStrategy project. On top of the “inherited” variable prompts. see the Prompts section of the Creating OLAP Cube Reports chapter of the MicroStrategy Advanced Reporting Guide. There are several types of variables. and formula elements. the report inherits the prompts included in the OLAP cube. 2 When a MicroStrategy report is created using a MicroStrategy OLAP cube. variables are represented as prompts in the MicroStrategy environment. If your SAP BW cube included variables of type Replacement Path. texts. Inc.B Connecting to OLAP Cube Sources Project Design Guide Supporting SAP BW variables Variables are used in SAP BW to enter values as parameters for the queries on a cube. Only variables with the Manual Entry/Default processing type are presented to users for resolution. hierarchies. Otherwise. For more information. additional standard MicroStrategy prompts can also be created for the report. For detailed information on variables. . variables are automatically turned into prompts in the MicroStrategy OLAP cube. you must remove them before importing the cube into MicroStrategy.

dimensions. Default Low. and measures/key figures. In addition. using the right-mouse click you can Edit the prompt in the Prompt Generation Wizard. as shown in the following image. Inc. and Variable Ordinal. The OLAP Cube Catalog lists all the prompts that were converted from variables. you can view any variable’s properties by right-clicking its name and then selecting Properties. Selection Type. Relating objects from SAP BW to MicroStrategy 309 . in addition to cube names. Rename the prompt.Project Design Guide Connecting to OLAP Cube Sources B Mapping between variables and prompts can be viewed in the OLAP Cube Catalog. © 2007 MicroStrategy. or Map the variable to a prompt in an existing MicroStrategy project. Default Low Description. In the OLAP Cube Catalog. Variable Type. Entry Type. including Variable Name. Details about this variable in SAP BW are displayed on the Variable tab.

the MicroStrategy interface qualifies on the key value of each element by default. If you use any SAP BW key date variables in your query. a prompt is displayed only once. For more information about prompts in OLAP cube reports. SAP Variable Type ---> Characteristic Value variable Hierarchy variable MicroStrategy Prompt Element list prompt or attribute qualification prompt N/A Notes See the note below for more information. The following table contains information on how the different types of SAP BW variables are mapped to MicroStrategy prompts. Not supported. see the Prompts section of the Creating OLAP Cube Reports chapter of the MicroStrategy Advanced Reporting Guide. Hierarchy Node variable Hierarchy element list prompt Text variable Formula variable N/A Value prompt: all types Characteristic value variables offer an “Including/Excluding” option. while those in the Excluding section restrict the data from being displayed in the query. This allows the same prompt answer to be used to resolve multiple variables during document execution. After an OLAP cube report is executed. 310 Relating objects from SAP BW to MicroStrategy © 2007 MicroStrategy. No major changes. To be consistent with the SAP functionality. This is especially useful if you want to get a summary of the variable elements that are used in answering the variable prompts. you need to manually set the variable’s property in the OLAP Cube Catalog. When executing a Report Services document with multiple datasets using these cubes. Both single and multiple selection are supported. Inc. Not available from SAP BW.B Connecting to OLAP Cube Sources Project Design Guide One prompt can be mapped to more than one variable across cubes. . Qualifications in the Including section cause the data to be brought into the query. you can view the prompt details in the Report Details pane in the Report Editor. so it is distinguished from a simple characteristic variable on date.

SAP BW structures Structures in an SAP BW query cube define the two axes of a query (rows and columns) and are of two types: key figure structures and characteristic structures. Inc. Each element of a key figure structure is represented as a unique metric in the MicroStrategy environment. each of which is represented as a single flat dimension with one level. Relating objects from Essbase to MicroStrategy As a Web or Desktop Analyst. you cannot drill down into the elements of characteristic structures. it is helpful to understand how Essbase’s metadata model is translated into MicroStrategy’s metadata model. and then click OK. This representation is consistent with how characteristic variables are represented in SAP BW through the OLAP Business Application Programming Interface (BAPI). you can treat OLAP cube reports from an Essbase OLAP cube as if they were standard MicroStrategy reports. a query could also have characteristic structures. However. 2 On the Variable tab. Relating objects from Essbase to MicroStrategy 311 . In a MicroStrategy report. if you are a report designer. select the Set Key Date check box. In addition to key figure structures. © 2007 MicroStrategy. The Properties [variable name] dialog box is displayed.Project Design Guide Connecting to OLAP Cube Sources B Set the properties for key date variables 1 Right-click the variable name and select Properties.

When thinking about Essbase objects. 2 From XMLA to MicroStrategy: After Essbase objects are translated into the XMLA model. they are then translated into the MicroStrategy metadata model. XMLA defines an object model that is used in conjunction with MDX to query cubes. . Inc. 312 Relating objects from Essbase to MicroStrategy © 2007 MicroStrategy. You can then interact with Essbase content while working within the paradigm that is consistent with the rest of MicroStrategy’s products. keep in mind how those objects appear in XMLA.B Connecting to OLAP Cube Sources Project Design Guide The translation process involves the following steps: 1 From Essbase to XMLA: Essbase exposes its databases through the XMLA model which is derived from the ODBO model used by SAP. The Essbase model predates XMLA so there are some differences. The following image demonstrates how Essbase objects are exposed in XMLA and then how they are related to objects in the MicroStrategy environment.

Project Design Guide Connecting to OLAP Cube Sources B The following subsections (each starting with a table) describe each level of comparison from top to bottom as shown in the above illustration. • XMLA: catalog Catalogs are used to group cubes. Catalogs in MicroStrategy are represented as a folder. • MicroStrategy: not supported Essbase ---> database XMLA ---> cube MicroStrategy cube • • Essbase: database XMLA: cube © 2007 MicroStrategy. Essbase ---> Application XMLA ---> catalog MicroStrategy (catalog) • Essbase: Application Each Application is exposed as a catalog in XMLA. Therefore. Databases are accessed through their respective catalogs. • MicroStrategy: (catalog) Each catalog includes one application and associated databases. Essbase ---> N/A XMLA ---> schema MicroStrategy N/A • • Essbase: not supported XMLA: schema Schema in XMLA provides another grouping mechanism. Inc. XMLA catalogs are exposed in editors when selecting and managing cubes. Relating objects from Essbase to MicroStrategy 313 . if any.

Inc. Essbase ---> dimension XMLA ---> dimension MicroStrategy dimension • Essbase: dimension In Essbase. Time and Geography are dimensions along which you can slice data.B Connecting to OLAP Cube Sources Project Design Guide • MicroStrategy: cube A MicroStrategy cube is an object that is used to map the levels of an Essbase cube into the MicroStrategy environment. An Essbase dimension appears as a dimension for MicroStrategy users. Cubes are treated in a manner very similar to tables in the MicroStrategy metadata. • MicroStrategy: dimension 314 Relating objects from Essbase to MicroStrategy © 2007 MicroStrategy. Measures in ODBO are the members of the dimension of type=Accounts in Essbase. For example. Each dimension has a single hierarchy with the number of levels determined by the greatest depth in the outline. A MicroStrategy cube maps the physical columns of an Essbase cube to attributes and metrics in the same way that a regular table maps the physical columns of a relational table to attributes and metrics. In this way. measures are simply one more dimension of a cube. The dimension therefore is both the highest level member in the dimension and the dimension itself. . • XMLA: dimension A dimension in XMLA defines a logical category of analysis. The cube represents an Essbase database. Measures (metrics) are stored in a special measure dimension. These can be raw data or formulas with associated calculation or aggregation rules. a dimension represents the highest consolidation level in the database outline. Each dimension has a single root node or member and is a child of the outline root node which is the database.

architects have the option to rename the levels of a cube with a more readable convention. the outline defines a single hierarchy. MicroStrategy reuses the hierarchy objects to represent both dimensions and hierarchies from XMLA. It is used to group attributes and define parent-child relationships. Inc. • • XMLA: hierarchy MicroStrategy: hierarchy Hierarchies are used to group attributes (levels) together and define the relationships between these attributes.Project Design Guide Connecting to OLAP Cube Sources B A dimension object in MicroStrategy is very similar to an XMLA dimension.Levels(0). The outline is a hierarchical structure of database members with a parent containing its children. Essbase ---> level XMLA ---> level MicroStrategy attribute • Essbase: level Levels group together members in an Essbase database outline. • • XMLA: level MicroStrategy: attribute (ID/DESC) © 2007 MicroStrategy. Therefore the dimension is the same as the hierarchy in Essbase. Relating objects from Essbase to MicroStrategy 315 . Essbase ---> dimension XMLA ---> hierarchy MicroStrategy hierarchy • Essbase: dimension An Essbase dimension is defined as part of the database outline. Essbase levels may have default names such as Time. As a result. In MicroStrategy.

each XMLA level generates the two physical columns and forms ID and DESC in MicroStrategy. the Customer attribute may have the forms First Name and Last Name. For example. • • XMLA: property MicroStrategy: attribute form Attribute forms provide additional information about a given attribute. properties can be defined for a database as user defined attributes or attribute dimensions and used in an MDX statement. .B Connecting to OLAP Cube Sources Project Design Guide MicroStrategy attributes map to XMLA levels. Until they are returned as rows in the property schema rowset they are not available as attribute forms in MicroStrategy. Essbase ---> N/A XMLA ---> property MicroStrategy attribute form • Essbase: N/A Essbase as of version 7.3 does not return any properties in the XMLA property schema rowset. Essbase ---> member XMLA ---> member MicroStrategy attribute element • • • Essbase: member XMLA: member MicroStrategy: attribute element Element values come from either the database or a cube. Inc. However. 2003 and 2004 are elements of the Year attribute.1. However. For example. 316 Relating objects from Essbase to MicroStrategy © 2007 MicroStrategy.

The translation process involves the following steps: 1 From Analysis Services 2000 to XMLA: Analysis Services 2000 exposes its cubes through the XMLA model which is derived from the ODBO model. You can then interact with Analysis Services 2000 content while working within the paradigm that is consistent with the rest of MicroStrategy’s products. Relating objects from Analysis Services 2000 to MicroStrategy 317 . If you are a report designer. it is helpful to understand how Analysis Services 2000’s metadata model is translated into MicroStrategy’s metadata model. Inc. XMLA defines an object model that is used in conjunction with MDX to query cubes. 2 From XMLA to MicroStrategy: After Analysis Services 2000 objects are translated into the XMLA model. © 2007 MicroStrategy.Project Design Guide Connecting to OLAP Cube Sources B Relating objects from Analysis Services 2000 to MicroStrategy Microsoft Analysis Services 2000 (Analysis Services 2000) cubes are exposed directly for XMLA access. they are then translated into the MicroStrategy metadata model.

. XMLA catalogs are exposed in editors when selecting and managing cubes. Analysis Services 2000 ---> XMLA ---> database catalog MicroStrategy (catalog) • Analysis Services 2000: database Each database is exposed as a catalog in XMLA. Cubes are accessed through their respective catalogs. The following sub-sections—each starting with a table—describe each level of comparison from top to bottom as shown in the above illustration. Therefore. • XMLA: catalog Catalogs are used to group cubes. • MicroStrategy: (catalog) 318 Relating objects from Analysis Services 2000 to MicroStrategy © 2007 MicroStrategy.B Connecting to OLAP Cube Sources Project Design Guide The following image demonstrates how Analysis Services 2000 objects are exposed in XMLA and then how they are related to objects in the MicroStrategy environment. Inc.

Cubes are treated in a manner very similar to tables in the MicroStrategy metadata. In the same way that a regular table maps the physical columns of a relational table to attributes and metrics. Analysis Services 2000 ---> XMLA ---> N/A schema MicroStrategy N/A • • Analysis Services 2000: not supported XMLA: schema Schema in XMLA provides another grouping mechanism. The cube represents an Analysis Services 2000 cube.Project Design Guide Connecting to OLAP Cube Sources B Each catalog includes one database and associated cubes. Inc. a MicroStrategy cube maps the physical columns of an Analysis Services 2000 cube to attributes and metrics. if any. Analysis Services 2000 ---> XMLA ---> dimension dimension MicroStrategy dimension • Analysis Services 2000: dimension © 2007 MicroStrategy. Catalogs in MicroStrategy are represented as a folder. Relating objects from Analysis Services 2000 to MicroStrategy 319 . • MicroStrategy: not supported Analysis Services 2000 ---> XMLA ---> cube cube MicroStrategy cube • • • Analysis Services 2000: cube XMLA: cube MicroStrategy: cube A MicroStrategy cube is an object that is used to map the levels of an Analysis Services 2000 cube into the MicroStrategy environment.

These can be columns in the table or calculated members represented by formulas with associated aggregation rules. Inc. Time and Geography are dimensions along which you can slice data. • • XMLA: hierarchy MicroStrategy: hierarchy Hierarchies are used to group attributes (levels) together and define the relationships between these attributes. An Analysis Services 2000 dimension appears as a dimension for MicroStrategy users.B Connecting to OLAP Cube Sources Project Design Guide In Analysis Services 2000. . 320 Relating objects from Analysis Services 2000 to MicroStrategy © 2007 MicroStrategy. Each dimension can have one or more hierarchies. It is used to group attributes and define parent-child relationships. Measures (metrics) are stored in a special measure dimension. measures are simply one more dimension of a cube. related dimensions can be grouped together so that they represent hierarchies of the same dimension from an XMLA perspective. For example. • XMLA: dimension A dimension in XMLA defines a logical category of analysis. Measures in XMLA are the members of the Measures dimension in Analysis Services 2000. • MicroStrategy: dimension A dimension object in MicroStrategy is very similar to an XMLA dimension. a dimension is defined from one or more tables of data. Analysis Services 2000 ---> XMLA ---> dimension hierarchy MicroStrategy hierarchy • Analysis Services 2000: dimension Using a structured naming approach. In this way. MicroStrategy reuses the hierarchy objects to represent both dimensions and hierarchies from XMLA.

each XMLA level generates two physical columns and forms in MicroStrategy—ID and DESC. • • © 2007 MicroStrategy.Project Design Guide Connecting to OLAP Cube Sources B Analysis Services 2000 ---> XMLA ---> level level MicroStrategy attribute • Analysis Services 2000: level Levels are mapped to columns in a table and are organized into hierarchies and dimensions. Member properties are returned in the XMLA property schema rowset. Analysis Services 2000 ---> XMLA ---> member property property MicroStrategy attribute form • Analysis Services 2000: member property A member property is a descriptive piece of information associated with the element of a level. XMLA: property MicroStrategy: attribute form Relating objects from Analysis Services 2000 to MicroStrategy 321 . However. For example. • • XMLA: level MicroStrategy: attribute (ID/DESC) MicroStrategy attributes map to XMLA levels. Inc. 2003 and 2004 are elements of the Year attribute. Analysis Services 2000 ---> XMLA ---> member member MicroStrategy attribute element • • • Analysis Services 2000: member XMLA: member MicroStrategy: attribute element Element values come from a cube.

Inc. Relating objects from Analysis Services 2005 to MicroStrategy Microsoft Analysis Services 2005 (Analysis Services 2005) has a unique modeling approach for building cubes. For example. 322 Relating objects from Analysis Services 2005 to MicroStrategy © 2007 MicroStrategy. XMLA defines an object model that is used in conjunction with MDX to query cubes. This section is limited to information on the basic cube object and how it relates to the XMLA model. You can then interact with Analysis Services 2005 content while working within the paradigm that is consistent with the rest of MicroStrategy’s products. they are then translated into the MicroStrategy metadata model. the Customer attribute may have the forms First Name and Last Name.B Connecting to OLAP Cube Sources Project Design Guide Attribute forms provide additional information about a given attribute. 2 From XMLA to MicroStrategy: After Analysis Services 2005 objects are translated into the XMLA model. The translation process involves the following steps: 1 From Analysis Services 2005 to XMLA: Analysis Services 2005 exposes its cubes through the XMLA model which is derived from the ODBO model. .

• XMLA: catalog Catalogs are used to group cubes. Analysis Services 2005 ---> XMLA ---> database catalog MicroStrategy (catalog) • Analysis Services 2005: database Each database is exposed as a catalog in XMLA.Project Design Guide Connecting to OLAP Cube Sources B The following image demonstrates how Analysis Services 2005 objects are exposed in XMLA and then how they are related to objects in the MicroStrategy environment. Relating objects from Analysis Services 2005 to MicroStrategy 323 . Inc. • MicroStrategy: (catalog) © 2007 MicroStrategy. Therefore. The following sub-sections—each starting with a table—describe each level of comparison from top to bottom as shown in the above illustration. Cubes are accessed through their respective catalogs. XMLA catalogs are exposed in editors when selecting and managing cubes.

a MicroStrategy cube maps the physical columns of an Analysis Services 2005 cube to attributes and metrics. In the same way that a regular table maps the physical columns of a relational table to attributes and metrics. if any. . The cube represents an Analysis Services 2005 cube. • MicroStrategy: not supported Analysis Services 2005 ---> XMLA ---> perspective cube MicroStrategy cube • Analysis Services 2005: perspective A perspective in Analysis Services 2005 is a view of the defined cube and the list of perspectives includes the original cube. Analysis Services 2005 ---> XMLA ---> N/A schema MicroStrategy N/A • • Analysis Services 2005: not supported XMLA: schema Schema in XMLA provides another grouping mechanism. • • XMLA: cube MicroStrategy: cube A MicroStrategy cube is an object that is used to map the levels of an Analysis Services 2005 cube into the MicroStrategy environment. 324 Relating objects from Analysis Services 2005 to MicroStrategy © 2007 MicroStrategy. Cubes are treated in a manner very similar to tables in the MicroStrategy metadata.B Connecting to OLAP Cube Sources Project Design Guide Each catalog includes one database and associated cubes. Inc. Catalogs in MicroStrategy are represented as a folder.

It is used to group attributes and define parent-child relationships. Measures (metrics) are stored in a special measure dimension. Relating objects from Analysis Services 2005 to MicroStrategy 325 . In this way. Measures in XMLA are the members of the Measures dimension in Analysis Services 2005. Each attribute is used to define a hierarchy within the dimension and multi-level hierarchies can be defined as well. Time and Geography are dimensions along which you can slice data. These can be columns in the data source table or calculated members represented by formulas with associated aggregation rules. • MicroStrategy: dimension A dimension object in MicroStrategy is very similar to an XMLA dimension. All columns in the tables are eligible to become attributes of the dimension. An Analysis Services 2005 dimension appears as a dimension for MicroStrategy users. a data source does not always map directly to the tables in a relational database.Project Design Guide Connecting to OLAP Cube Sources B Analysis Services 2005 ---> XMLA ---> dimension dimension MicroStrategy dimension • Analysis Services 2005: dimension In Analysis Services 2005. a dimension is defined from one or more data source tables. For example. • XMLA: dimension A dimension in XMLA defines a logical category of analysis. Inc. Each dimension can have one or more hierarchies. measures are simply one more dimension of a cube. Analysis Services 2005 ---> XMLA ---> hierarchy hierarchy MicroStrategy hierarchy © 2007 MicroStrategy. Unlike Analysis Services 2000.

Inc. Analysis Services 2005 ---> XMLA ---> level level MicroStrategy attribute • Analysis Services 2005: level Each attribute in a hierarchy becomes a level. MicroStrategy reuses the hierarchy objects to represent both dimensions and hierarchies from XMLA. However.B Connecting to OLAP Cube Sources Project Design Guide • Analysis Services 2005: hierarchy Analysis Services 2005 allows the definition of one or more hierarchies within a dimension as collections of attributes which become levels of the hierarchy. • • XMLA: level MicroStrategy: attribute (ID/DESC) MicroStrategy attributes map to XMLA levels. 326 Relating objects from Analysis Services 2005 to MicroStrategy © 2007 MicroStrategy. Analysis Services 2005 ---> XMLA ---> member member MicroStrategy attribute element • • • Analysis Services 2005: member XMLA: member MicroStrategy: attribute element Element values come from a cube. . For example. 2003 and 2004 are elements of the Year attribute. • • XMLA: hierarchy MicroStrategy: hierarchy Hierarchies are used to group attributes (levels) together and define the relationships between these attributes. each XMLA level generates two physical columns and forms in MicroStrategy—ID and DESC.

Connecting to SAP BW servers In addition to relational databases. and 7. Connecting to SAP BW servers 327 . Member properties are returned in the XMLA property schema rowset. the Customer attribute may have the forms First Name and Last Name.5. Inc. see the MicroStrategy readme. 3.1. • • XMLA: property MicroStrategy: attribute form Attribute forms provide additional information about a given attribute. This section discusses how to connect to SAP BW servers in the following environments: • • Connecting to SAP BW servers on Windows Connecting to SAP BW servers on UNIX and Linux © 2007 MicroStrategy. For more information on establishing a connection to SAP BW. MicroStrategy certifies connecting to SAP BW 3. For any late-breaking changes to the certification status of connecting to various SAP BW versions. you need to establish a connection to the SAP BW system. Before creating any reports using the SAP BW data. For example.Project Design Guide Connecting to OLAP Cube Sources B Analysis Services 2005 ---> XMLA ---> member property property MicroStrategy attribute form • Analysis Services 2005: member property Attributes can be related as member properties when defining the levels of a dimension. MicroStrategy can also use SAP BW as a data source to conduct enterprise reporting and analysis.0. refer to the MicroStrategy Desktop online help.

Take the following steps to connect to SAP BW servers in Windows. you may have to perform some extra configuration and troubleshooting steps to connect to SAP BW servers. For more information. 2 Install the SAP Java Connector. Inc.NET C/C++ run-time libraries on Windows platforms. on the Advanced tab.11.1. 3 Place the following SAP Java Connector files in any directory that is referenced in the Path environment variable: • • Librfc32. you are required to install the new Visual Studio .sap.1. You can use the following URL to download the Java Connector: https://service. To connect to SAP BW servers on Windows 1 Open the SAP Service Marketplace and download the SAP Java Connector.3 and also supports more recent versions. select Environment Variables. In 328 Connecting to SAP BW servers © 2007 MicroStrategy.B Connecting to OLAP Cube Sources Project Design Guide Connecting to SAP BW servers on Windows Important note from SAP: “Starting with JCo 2.” Depending on your system and SAP BW setup. refer to the Tech Note TN5800-800-0559.dll Locate the Path environment variable from your machine’s System Properties dialog (right-click on My Computer and select Properties). See SAP Note 684106 for details on how to install them.0.dll Sapjcorfc.com/~form/sapnet?_SHOR TKEY=01100035870000463649 MicroStrategy certifies version 2.4 and JCo 2. .

6 From the folder list. as shown below. locate Path.Project Design Guide Connecting to OLAP Cube Sources B the list of System Variables.jar in the Common Files MicroStrategy folder. C:\Program files\Common files\MicroStrategy. Connecting to SAP BW servers 329 . For example. 4 Place the Sapjco. Verify that the directory is included in the value for the Path variable. The Database Instance editor opens. open a project source and expand Administration from the folder list. To specify database connection parameters 9 For the database instance. select a database connection or create a new database connection that provides the following information as required: • • • • Application Server is the name of the SAP BW Server or IP address. System Number from the SAP BW system. select Database Instance Manager. Inc. © 2007 MicroStrategy. Client Number from the SAP BW system. and then Database Instance from the File menu. 7 Select New. To create a database instance for your SAP BW connection 5 In Desktop. 8 Create a database instance with SAP BW as the database connection type. SAP Router String if you use an SAP Router.

refer to the MicroStrategy online help. Connecting to SAP BW servers on UNIX and Linux Take the following steps to connect to SAP BW servers in UNIX.sap. refer to the MicroStrategy Tech Note TN5300-802-0734. Inc. refer to the MicroStrategy Desktop online help. For more information. For example. . You can use either the Database Instances Editor or the Database Instance Wizard to create a database instance for SAP BW. To specify a database login 10 Create a database login with the user and password to use to connect to SAP BW. You can use the following URL to download the Java Connector: https://service. For more information. EN is the language code for English. you may have to perform some extra configuration and troubleshooting steps to connect to SAP BW servers.com/~form/sapnet?_SHOR TKEY=01100035870000463649 330 Connecting to SAP BW servers © 2007 MicroStrategy. Note the following: • • You can get the above information from your SAP Logon. To connect to SAP BW servers on UNIX/Linux 1 Open the SAP Service Marketplace and download the SAP Java Connector. Depending on your system and SAP BW setup. For more detailed steps on creating a database instance and related components to connect to SAP BW.B Connecting to OLAP Cube Sources Project Design Guide • Language is the language code provided by your SAP administrator.

so sapjco. This information indicates where the server needs to point to use the downloaded files. Open the SAP.so sapjco.sh file and enter the information for XXXX_SAP_LIBRARY_PATH=’’.3 and also supports more recent versions. use the command gunzip [file name] or gzip [file name]. then xxxx_append_path LD_LIBRARY_PATH "${XXXX_SAP_LIBRARY_PATH:?}" export LD_LIBRARY_PATH fi • © 2007 MicroStrategy. Inc.1. You can type the command “chmod+wx SAP. copy them onto your machine.jar 4 Edit the SAP. The default is Read Only.sh file in the MicroStrategy installation directory [INSTALL_PATH]/env/SAP.so sapjco. For example.o libsapjcorfc.so libsapjcorfc. 2 Select the zip file for the platform you want to use and unzip it.sh” in the UNIX/Linux console. AIX librfccm. and create a new directory for them.Project Design Guide Connecting to OLAP Cube Sources B • MicroStrategy certifies version 2.so libsapjcorfc. Connecting to SAP BW servers 331 . for AIX: # # set up the environment for SAP # XXXX_SAP_LIBRARY_PATH='/opt/var/MicroStr ategy/SAP' if [ -n "${XXXX_SAP_LIBRARY_PATH}" ].sh by doing the following: • Add the Write and Execute privileges to this file.jar SUN librfccm. For example. /opt/var/MicroStrategy/SAP. For example.jar Linux librfccm. 3 Search for the files listed in the following table.

. select Database Instance Manager. then xxxx_append_path LIBPATH "${XXXX_SAP_LIBRARY_PATH:?}" export LIBPATH fi • Save the file.B Connecting to OLAP Cube Sources Project Design Guide For example. 8 From the folder list. open a project source and expand Administration from the folder list. Make sure you have Write privilege to this directory. for Solaris: # # set up the environment for SAP # XXXX_SAP_LIBRARY_PATH='/opt/var/MicroStr ategy/SAP’ if [ -n "${XXXX_SAP_LIBRARY_PATH}" ]. To create a database instance for your SAP BW connection 7 In Desktop (available only in Windows). The Database Instance editor opens. 6 Restart the server to get the latest updates. 5 Add sapjco. /install/jar. 332 Connecting to SAP BW servers © 2007 MicroStrategy. and then Database Instance from the File menu. Inc.jar to the installation directory. 9 Select New.

You can also refer to Tech Note TN5300-802-0734 for more information on setting up SAP BW with Intelligence Server Universal. For more information. Connecting to SAP BW servers 333 . refer to the MicroStrategy Desktop online help. To specify database connection parameters 11 For the database instance. as shown below. for example. © 2007 MicroStrategy. EN for English Note the following: • • You can get the above information from your SAP Logon. You can use either the Database Instances Editor or the Database Instance Wizard to create a database instance for SAP BW. select a database connection or create a new database connection that provides the following information as required: • • • • • Application Server: name of the SAP BW Server or IP address SAP Router String.Project Design Guide Connecting to OLAP Cube Sources B 10 Create a database instance with SAP BW as the database connection type. if you use an SAP Router System Number from the SAP BW system Client Number from the SAP BW system Language: the language code provided by your SAP administrator. Inc.

xmla. . For information on how to use the XMLA Connectivity Test Tool. refer to the MicroStrategy online help.1 specification found at www. 334 Connecting to Essbase servers © 2007 MicroStrategy. you need to establish a connection to the Essbase servers. The Execute request queries cube data and results are returned in an ExecuteResponse message. MicroStrategy can also use Essbase as a data source to conduct enterprise reporting and analysis. Connecting to Essbase servers In addition to relational databases. You can think of XMLA as a Web Service that supports metadata and data queries against an OLAP Cube source. Inc. For more detailed steps on creating a database instance and related components to connect to SAP BW. A Discover request supports queries to metadata and the results are packaged in a DiscoverResponse message.B Connecting to OLAP Cube Sources Project Design Guide To specify a database login 12 Create a database login with the user and password to use to connect to SAP BW. refer to MicroStrategy Tech Note TN1100-000-0635. You can perform a test of the XMLA connection to your OLAP cube servers completely separate of any MicroStrategy dependencies with the XMLA Connectivity Test Tool provided with your MicroStrategy installation.org. This section discusses how to connect to Essbase servers in the Windows or UNIX/Linux environment. Configuring the XMLA Provider The material in this section assumes familiarity with the XMLA 1. Before creating any reports using the Essbase data. and the configuration of the XMLA provider for each of these products.

1 and Apache Tomcat. For information on installation procedures.Project Design Guide Connecting to OLAP Cube Sources B Make sure the XMLA 1. The Hyperion XMLA provider supports BEA WebLogic 6. The application server that hosts the Hyperion XMLA provider must enable anonymous access to the XMLA application. Inc. Connecting to Essbase servers 335 . see MicroStrategy Tech Note TN5300-802-0794. © 2007 MicroStrategy. Install Hyperion Enterprise Deployment Services 7. The web application server may be installed on a different machine from the Essbase server. The Hyperion XMLA Provider must be installed and configured on a compatible web application server. • • • • Creating a database instance Perform the following steps to connect to Hyperion Essbase servers. Note the following: • For the latest information on the 3rd-party connection prerequisites given below. You can verify it is working by connecting to the provider URL from your browser. You should receive a confirmation from the provider that includes a display of currently configured properties.1 provider is correctly deployed and security settings are configured correctly.1 on the application server machine to verify that access is available to the Essbase server via the Service Console. refer to your 3rd-party documentation. Consult your 3rd-party documentation for further details on system requirements and the latest updates. Information for correctly installing the XMLA provider can be found in the 3rd-party documentation for Hyperion’s Enterprise Deployment Services product.

For example. Inc. • DSI: The DataSourceInfo (DSI) value is of the form: 336 Connecting to Essbase servers © 2007 MicroStrategy. 3 From the File menu. To specify database connection parameters 5 For the database instance. You can also use the IP address as the fully-qualified-machinename. select a database connection or create a new database connection that provides the following information as required: • URL: This is the URL of the XMLA Provider that was configured for HTTP access. The Database Instance editor opens. as shown below. For Essbase the URL is most likely case sensitive. http://fully-qualified-machinename:8080/ xmla/EssbaseXmlForAnalysis. The fully-qualified-machinename is usually of the form machine. 2 Expand Administration from the Folder List and select Database Instance Manager. connect to a project source.com.company. select New. 4 Create a database instance with Hyperion Essbase as the database connection type.domain. . and then Database Instance.B Connecting to OLAP Cube Sources Project Design Guide To create a database instance for Essbase 1 From the Desktop Folder List.

Data source=<machine name> The value is split between the DSI setting and an additional connection string parameters setting. MicroStrategy can also use Analysis Services 2000 as a data source to conduct enterprise reporting and analysis. You can perform a test of the XMLA connection to your OLAP cube servers completely separate of any MicroStrategy dependencies with the XMLA 337 • © 2007 MicroStrategy. you should check that you meet all of the requirements listed in the tech note TN5200-802-0540. To specify a database login 6 Create a database login with the user and password to use to connect to the Web service hosting the Essbase XML Provider. This section discusses how to connect to Analysis Services 2000 servers in the Windows or UNIX/Linux environment. Before creating any reports using the Analysis Services 2000 data. Inc. Note the following: • Before connecting to your Analysis Services 2000 servers. refer to the MicroStrategy online help. Use the Essbase Administration Console to view the applications and databases available on the server. • Catalog: The Essbase Catalog value is the Essbase Application containing the database you want to work with in MicroStrategy. Connecting to Analysis Services 2000 servers . A cube in XMLA is a database in Essbase. you need to establish a connection to the Analysis Services 2000 servers.Project Design Guide Connecting to OLAP Cube Sources B Provider=Essbase. For more detailed steps on creating a database instance and related components to connect to Analysis Services. Connecting to Analysis Services 2000 servers In addition to relational databases.

338 Connecting to Analysis Services 2000 servers © 2007 MicroStrategy. . Creating a database instance Perform the following steps to connect to Microsoft Analysis Services 2000 servers.xmla. select Database Instance Manager. Information for correctly installing the XMLA provider can be found in your Microsoft documentation. Inc. You can verify Analysis Services 2000 is working by connecting to the provider URL from your browser. and the configuration of the XMLA provider for each of these products. For information on how to use the XMLA Connectivity Test Tool. You should receive an XML response indicating that the site is available as an XMLA provider. You can think of XMLA as a Web service that supports metadata and data queries against an OLAP Cube source. The Execute request queries cube data and results are returned in an ExecuteResponse message.1 specification found at www. A Discover request supports queries to metadata and the results are packaged in a DiscoverResponse message.1 provider is correctly deployed and security settings are configured correctly. open a project source and expand Administration from the folder list. Make sure the XMLA 1. Creating a database instance for Analysis Services 2000 1 In Desktop.B Connecting to OLAP Cube Sources Project Design Guide Connectivity Test Tool provided with your MicroStrategy installation. 2 From the folder list. refer to MicroStrategy Tech Note TN1100-000-0635. Configuring the XMLA Provider The material in this section assumes familiarity with the XMLA 1.org.

dll The fully-qualified-machinename is usually of the form machine. the URL is not case-sensitive. The database that contains the cube becomes the catalog for XMLA. You can also use the IP address as the fully-qualified-machinename.company. • DSI: With Analysis Services 2000 the DataSourceInfo (DSI) value is the configuration setting for your data source labeled as DataSourceName in the datasources. Connecting to Analysis Services 2000 servers 339 . 4 Create a database instance with Microsoft Analysis Services as the database connection type. select New.Project Design Guide Connecting to OLAP Cube Sources B 3 From the File menu. For example. and then Database Instance. Inc. To specify database connection parameters 5 For the database instance. http://fully-qualified-machinename/xmla/ msxisapi. Catalog: Use Microsoft’s Analysis Manager to view the Analysis Server containing the cubes you want to work with in MicroStrategy.com. • © 2007 MicroStrategy. select a database connection or create a new database connection that provides the following information as required: • URL: This is the URL of the XMLA Provider that was configured for HTTP access. The Database Instance Editor opens. For Analysis Services XMLA running on IIS.domain.xml file. as shown below.

you should check that you meet all of the requirements listed in the tech note TN5200-802-0542. Note the following: • Before connecting to your Analysis Services 2005 servers. For information on setting up authentication for Intelligence Server with Analysis Services.B Connecting to OLAP Cube Sources Project Design Guide To specify a database login 6 Create a database login with the user and password to use to connect to Analysis Services. you need to establish a connection to the Analysis Services 2005 servers. Connecting to Analysis Services 2005 servers In addition to relational databases. This section discusses how to connect to Analysis Services 2005 servers in the Windows or UNIX/Linux environment. Inc. For information on how to use the XMLA Connectivity Test Tool. refer to the MicroStrategy online help. You can perform a test of the XMLA connection to your OLAP cube servers completely separate of any MicroStrategy dependencies with the XMLA Connectivity Test Tool provided with your MicroStrategy installation. MicroStrategy can also use Analysis Services 2005 as a data source to conduct enterprise reporting and analysis. Before creating any reports using the Analysis Services 2005 data. refer to MicroStrategy Tech Note TN1100-000-0635. For more detailed steps on creating a database instance and related components to connect to Analysis Services. . • 340 Connecting to Analysis Services 2005 servers © 2007 MicroStrategy. refer to the tech note TN5300-802-0755.

2 From the folder list. Follow Microsoft documentation to make sure that the XMLA provider is correctly configured for HTTP access. Creating a database instance Perform the following steps to connect to Microsoft Analysis Services 2005 servers. Connecting to Analysis Services 2005 servers 341 .Project Design Guide Connecting to OLAP Cube Sources B Configuring the XMLA Provider The material in this section assumes familiarity with the XMLA 1. XMLA is the native access method for Analysis Services 2005. © 2007 MicroStrategy. The Database Instance Editor opens. and then Database Instance. You can think of XMLA as a Web Service that supports metadata and data queries against an OLAP Cube source. select New. Information for correctly installing the XMLA provider can be found in your Microsoft documentation. only the TCP/IP transport is configured. The Execute request queries cube data and results are returned in an ExecuteResponse message. Inc. Creating a database instance for Analysis Services 2005 1 In Desktop. which includes configuring security settings.1 specification found at www. A Discover request supports queries to metadata and the results are packaged in a DiscoverResponse message. open a project source and expand Administration from the folder list.org. 3 From the File menu. However. by default.xmla. and the configuration of the XMLA provider for each of these products. select Database Instance Manager.

To specify database connection parameters 5 For the database instance. For Analysis Services 2005 XMLA running on IIS. The database that contains the cube becomes the catalog for XMLA. 342 Connecting to Analysis Services 2005 servers © 2007 MicroStrategy.com.domain. Unlike Analysis Services 2000. the DSI entry can be left blank. You can also use the IP address as the fully-qualified-machinename. each URL will be configured to support only one data source. Inc. Catalog: Use Microsoft’s SQL Server Management Studio to view the Analysis Server which contains the cubes to work with in MicroStrategy. the URL is not case sensitive.company. . as shown below.B Connecting to OLAP Cube Sources Project Design Guide 4 Create a database instance with Microsoft Analysis Services as the database connection type. • To specify a database login 6 Create a database login with the user and password to use to connect to Analysis Services.dll The fully-qualified-machinename is usually of the form machine. For example. http://fully-qualified-machinename/xmla/ msmdpump. • DSI: For Analysis Services 2005. select a database connection or create a new database connection that provides the following information as required: • URL: This is the URL of the XMLA Provider that was configured for HTTP access.

Integrating OLAP cubes into MicroStrategy 343 . see one of the following sections: • – Connecting to SAP BW servers. see Mapping OLAP cubes. refer to Chapter 5. refer to the tech note TN5300-802-0755. For information on setting OLAP cube schema loading options for an OLAP cube source database instance. page 359. Integrating OLAP cubes into MicroStrategy Once you understand the relationships among the objects in an OLAP cube source and MicroStrategy and connect to your OLAP cube source. page 337 © 2007 MicroStrategy. The OLAP Cube Catalog is available only after an OLAP cube source database instance has been created. Like the Warehouse Catalog. To learn how to create a database instance for an OLAP cube source. For more detailed steps on creating a database instance and related components to connect to Analysis Services. The best place to start is with the OLAP Cube Catalog. Inc. Note the following: • Once an OLAP cube is imported. you can remap an OLAP cube to MicroStrategy objects and create metrics within an OLAP cube with the OLAP Cube Editor.Project Design Guide Connecting to OLAP Cube Sources B For information on setting up authentication for Intelligence Server with Analysis Services. the OLAP Cube Catalog can be accessed from the Schema menu on Desktop. For more information. page 349 and Creating metrics from OLAP cube data with MDX and compound metric techniques. Configuring and Connecting to Intelligence Server of the MicroStrategy Installation and Configuration Guide. refer to the MicroStrategy online help. page 327 – Connecting to Analysis Services 2000 servers. where you can import OLAP cubes and remap the OLAP cubes before you create any OLAP cube reports. you can start working with the OLAP cube data in MicroStrategy.

For information on setting OLAP cube schema loading options for an OLAP cube source database instance. For details on how to use the OLAP Cube Catalog. Importing OLAP cubes OLAP cube importing is performed on the Cube Selection tab. under their respective catalog names in the Available Cubes pane. You can choose to load the schema for imported OLAP cubes when Intelligence Server starts or during OLAP cube report execution. 344 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. SAP BW is used as the OLAP cube source but the procedure is similar for Analysis Services and Essbase. as shown in the image below. Configuring and Connecting to Intelligence Server of the MicroStrategy Installation and Configuration Guide. you can expand or hide the cubes contained in this catalog. Using the plus (+) or minus (-) sign next to a catalog name. all the OLAP cubes are displayed. refer to Chapter 5. page 340 – Connecting to Essbase servers. OLAP cubes can be imported into a MicroStrategy project only by an architect with the “Import OLAP cube” privilege. Inc. . refer to the MicroStrategy Desktop online help (search for “OLAP Cube Catalog”).B Connecting to OLAP Cube Sources Project Design Guide – Connecting to Analysis Services 2005 servers. page 334 This section discusses how you can use the OLAP Cube Catalog to bring the OLAP cube data into a MicroStrategy project and what functions you can perform once the data is brought into MicroStrategy. by default. When you open the OLAP Cube Catalog.

Integrating OLAP cubes into MicroStrategy 345 . and a query cube is marked with a cube icon in green. you may have to modify some permissions in Analysis Services. 2 From the Schema menu.Project Design Guide Connecting to OLAP Cube Sources B A catalog is marked with an icon showing a folder containing a cube. see MicroStrategy Tech Note TN4100-802-1879. To import OLAP cubes 1 In Desktop. For details on how to make Analysis Services cubes available for import in the OLAP Cube Catalog. Inc. select OLAP Cube Catalog. an InfoCube is marked with a cube icon in blue. If you create new cubes in Analysis Services and the cubes are not being displayed in the OLAP Cube Catalog. log in to a project that is connected to an OLAP cube source. © 2007 MicroStrategy.

The catalog contains all the OLAP cubes associated with it. • 3 Select the Cube Selection tab. . the OLAP Cube Catalog opens. click the single arrow (>). you can build reports that access the imported OLAP cubes. You can edit. After importing OLAP cubes. select the OLAP cube to import. you can use the OLAP Cube Catalog to map the OLAP cube data to MicroStrategy objects (see Mapping OLAP cubes.) Once the data is mapped to MicroStrategy objects. Select Find from the Edit menu or click the Find icon on the toolbar to open the Find dialog box to search for a specific OLAP cube that you want to import. 4 From the Catalog drop-down list. and select an OLAP cube source database instance to connect to. 7 Once imported. 346 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. page 349. Once you select a valid OLAP cube source database instance. the imported OLAP cubes are displayed in the Selected Cubes pane on the right. using this dialog box. create. If you have multiple OLAP cube source database instances created for the project. To import all OLAP cubes. click the double arrows (>>). click OK. 5 Click the plus (+) sign to expand the catalog folder and display the OLAP cubes in the Available Cubes pane on the left.B Connecting to OLAP Cube Sources Project Design Guide • If you have a single OLAP cube source database instance created for the project. and the OLAP Cube Catalog opens. You can also select All to display the OLAP cubes for all catalogs. 6 Use one of the following methods to import the OLAP cubes: • • To import the selected OLAP cubes. Inc. 8 Click Save to save your progress. a Database Instance dialog box opens.

you choose OLAP cubes for your report from the Select Cube dialog box. you can right-click any OLAP cube in the Selected Cubes pane. Integrating OLAP cubes into MicroStrategy 347 . a Data Explorer for that OLAP cube source is added to the MicroStrategy project. you can also select the Update Structure option to synchronize with the updated definition of cube structures in the OLAP cube source.Project Design Guide Connecting to OLAP Cube Sources B To remove an OLAP cube. You can find the Data Explorer in the Folder List of Desktop. Using the right-mouse click. when a new characteristic or key figure has been added to the InfoCube in SAP BW you can use the Update Structure option to update the MicroStrategy OLAP cube to include these modifications. This option is available only after a database © 2007 MicroStrategy. Once the first OLAP cube for an OLAP cube source is imported into MicroStrategy. Inc. under the associated MicroStrategy project. This dialog box can also be used by an architect with the “Import OLAP cubes” privilege to import cubes by using the Retrieve cubes option. and select Remove [cube name]. For example. Importing OLAP cubes during report creation When you create an OLAP cube report.

However. see the related sections above on connecting to the different OLAP cube sources. For details. tables. You can click Find at the bottom of this dialog box to open the Find dialog box.B Connecting to OLAP Cube Sources Project Design Guide instance has been defined. Inc. from the Tools menu select Options. Managed objects When an OLAP cube is imported into a project. columns. and then select the Display Managed Objects option so that managed objects are displayed in the 348 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. refer to the MicroStrategy Desktop online help. managed objects (attributes. . A managed object is just like a normal object except that it is created by the system and is stored in a special system folder that is hidden from users. In the Search for Objects dialog box. metrics. For detailed information. one way to access managed objects is by using the Search for Objects function from the Tools menu on Desktop. and so on) are created to describe the OLAP cube. where you can search for a specific cube for your report by the cube’s name.

When you. A managed object can be removed once it is no longer referenced by another object in the project. you can simply select a cube by using the OLAP Cube Catalog or Select Cube dialog box. an OLAP cube. After you have imported an OLAP cube. need to add an OLAP cube to a project in MicroStrategy. see the Managing Your Applications chapter of the MicroStrategy System Administration Guide. In the context of OLAP cube sources. Once the managed objects are listed in the search result. and hierarchies that reflect the data and levels of the imported OLAP cube. they © 2007 MicroStrategy. such as attributes and facts. For example. that exist in physical tables. Once the logical entities are identified. The removal of unused managed objects is usually performed by an administrator. When an OLAP cube is imported into MicroStrategy. instead of a single table. metrics. such as SAP BW. Intelligence Server creates new attributes. are new and are part of the project. a MicroStrategy OLAP cube is created that maps to the definition of the source cube in the OLAP cube source. an architect might identify that the key for the Customer attribute exists in the table LU_CUSTOMER. referred to as managed objects. as described in Importing OLAP cubes. page 344. contains all the metadata information necessary to define a logical model and physical model. Although these objects. By default. Inc. the architect can then define a logical and physical model in the MicroStrategy metadata. much of the process centers on identifying logical entities. Mapping OLAP cubes When an architect defines a project. To do this. you can rename or edit any of them by right-clicking its name. you can perform the same mapping tasks available in the Cube Mapping tab of the OLAP Cube Catalog by editing the OLAP cube with the OLAP Cube Editor. right-click an OLAP cube in Desktop and select Edit.Project Design Guide Connecting to OLAP Cube Sources B search result. Integrating OLAP cubes into MicroStrategy 349 . For more information on removing a database instance and its related managed objects. This model is referenced by the SQL Engine to generate SQL at run time. as the architect.

page 356. you can remap OLAP cube data to existing attributes in a MicroStrategy project rather than new managed objects. it can be used to build reports and documents in MicroStrategy. see Why do you need to remap OLAP cubes?. For steps on how to perform these schema cleanup tasks. A new schema is created for each OLAP cube source database instance used in a MicroStrategy project. a new managed object named Year has no relation to the Year attribute in the Tutorial project connected to the data warehouse. For more information on managed objects in OLAP cube reports. In addition. you can remove the OLAP cube source database instance and all of its associated managed objects. which ensures that a consistent logical model is maintained. .) For example.B Connecting to OLAP Cube Sources Project Design Guide are not related to the project’s schema and schema objects (see Managed objects above. For more information on the benefits of remapping OLAP cube data to project attributes. Once an OLAP cube is mapped. This allows data to be joined across sources in Report Services documents. Remapping OLAP cube data to existing attributes can also facilitate the use of MicroStrategy features such as security filters. see the Managing Your Applications chapter of the MicroStrategy System Administration Guide. see the Reporting on External Data Sources: OLAP Cube Reports chapter of the MicroStrategy Advanced Reporting Guide. Inc. 350 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. If you decide to discontinue the use of OLAP cube reports.

the characteristic (dimension) is located at the very top with a green chart and box symbol. • In the Physical View column. you can use the plus (+) sign next to the attribute levels to display the attribute forms. By default. and attributes are represented by a green symbol with two side-by-side rectangles. For SAP BW. Integrating OLAP cubes into MicroStrategy 351 . Inc. with the same symbols for hierarchies and attributes as in standard reports. The Logical View in the right-hand column represents the equivalent structure in MicroStrategy. As shown in the image above: • The Physical View in the left-hand column represents the cube structure in the OLAP Cube Source. © 2007 MicroStrategy. only the ID and DESC forms are automatically mapped for each attribute. you can map attribute forms for each attribute contained in the imported cube.Project Design Guide Connecting to OLAP Cube Sources B Using the Cube Mapping feature in the OLAP Cube Catalog shown below. hierarchy is below the dimension with a green stacked boxes symbol.

MicroStrategy retrieves the column data type through MDX. note that when you select Edit. For MicroStrategy attributes and metrics. Map the characteristic or key figure to an existing attribute or metric in the MicroStrategy project. you can view the information on its Name. This can be the case even with ID columns of data that are of a 352 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. In the case of OLAP cube data that is mapped to attributes. refer to Supporting SAP BW variables.B Connecting to OLAP Cube Sources Project Design Guide By default. An ID form must be mapped for each attribute. Rename the attribute or metric so it has a different name in the MicroStrategy project from the name of the characteristic or key figure it is mapped to in SAP BW. • • • For variables. only the ID and DESC forms are displayed. Check the Properties of the characteristic or key figure. The Show Technical Names option applies to SAP BW OLAP cubes only. you can also perform the above-mentioned manipulations. This is because variables in SAP BW are represented as prompts in MicroStrategy. Technical Name. the columns are often returned as a string of characters. This option opens the Attribute Editor to edit attributes and the Metric Editor to edit metrics. Manually setting column data types for OLAP cube data When OLAP cube data is mapped to MicroStrategy objects. the Prompt Generation Wizard is displayed. . page 308. Use the Display All Columns icon on the toolbar to show additional attribute forms in the Physical View column and then map each one to an attribute form in the Logical View pane. For more information. However. You can also use the Show Technical Names icon on the toolbar to display the SAP BW terms for each attribute and its attribute forms. In the Properties dialog box. Inc. and Description in SAP BW. you can perform the following manipulations by right-clicking the name in the Logical view column: • Edit the attribute or metric.

Returning data such as ID columns of attributes as strings can make it impossible to group attributes with common data as the same attribute in Report Services documents. This allows the OLAP cube data to be correctly represented in MicroStrategy and facilitates the grouping of related attributes as the same attribute in a Report Services document. The ID attribute form for Product is returned as a string. Starting in MicroStrategy 8. © 2007 MicroStrategy. Integrating OLAP cubes into MicroStrategy 353 . Inc.0 you can manually select the column data type that is applied to a column of OLAP cube data mapped to an attribute. You can do this same mapping for another OLAP cube and create reports including the Product attribute. You can perform this task during the initial import and mapping procedure for an OLAP cube with the OLAP Cube Catalog. You can access the OLAP Cube Editor by right-clicking an imported OLAP cube and selecting Edit.Project Design Guide Connecting to OLAP Cube Sources B numeric type such as integer. By setting the Product ID attribute form to read the OLAP cube data as an integer. or as a later modification with the OLAP Cube Editor. For example. OLAP cube data that is mapped to MicroStrategy metrics is automatically converted to a numeric data type and thus does not need its column data type to be manually set. The following procedure uses the OLAP Cube Catalog. but you know that its associated OLAP cube column is of type integer. you have OLAP cube data that is mapped to a Product attribute in MicroStrategy. but the same steps apply for the OLAP Cube Editor. you can then include the two OLAP cube reports as datasets of a Report Services document and group the two Product attributes. To manually set column data types for OLAP cube data You manually set column data types for OLAP cube data when you are mapping OLAP cube data to MicroStrategy objects. starting with the step to expand data in the Physical view column.1.

From the Select the Database Instance drop-down list. . 354 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. The Column Editor — Definition dialog box opens. the OLAP Cube Catalog: Cube Selection tab opens. select the OLAP cube you want to map to MicroStrategy objects. expand the OLAP cube data until you find the OLAP cube column data for which to manually set the data type. 3 Move all OLAP cubes you want to import from the Available Cubes pane to the Selected Cubes pane by using the > button. 6 In the Physical view column. The OLAP cube data is displayed in the pane below. select the OLAP cube source database instance you want to connect to and click OK. page 340 2 From the Schema menu. page 337 Connecting to Analysis Services 2005 servers. The OLAP Cube Catalog: Cube Selection tab opens.B Connecting to OLAP Cube Sources Project Design Guide 1 Log in to a project that is connected to an OLAP cube source. Inc. • • If the project connects to only one OLAP cube source. The Cube Mapping tab opens. For information on connecting to an OLAP cube source. select OLAP Cube Catalog. 4 Select the Cube Mapping tab. If the project connects to more than one OLAP cube source the Database Instance dialog box opens. 7 Right-click the OLAP cube column data and select Data Type. page 327 Connecting to Essbase servers. 5 From the Catalog\Cube drop-down list. page 334 Connecting to Analysis Services 2000 servers. 8 Clear the Use default from source check box. see one of the following sections depending on your OLAP cube source: • • • • Connecting to SAP BW servers.

• • • © 2007 MicroStrategy. Quarter. a Product hierarchy may contain the levels Category. if you know that the structure of a hierarchy is unbalanced or ragged you must set the hierarchy’s properties to reflect its structure. 10 Depending on the data type selected. For example. Unbalanced and ragged hierarchies include at least one branch that does not descend to the lowest level and one branch that includes a skipped level. The terms balanced. However. 12 Click Save and Close to save your changes to the OLAP cube and exit the OLAP Cube Catalog. in a Product hierarchy that includes Category. • Balanced hierarchies have an equal number of levels in each branch of the hierarchy. select which data type to map the OLAP cube data as. Integrating OLAP cubes into MicroStrategy 355 . unbalanced. Ragged hierarchies have at least one branch that includes a member whose logical parent is not the level above that member. Subcategory. For example. When Category. and Item each branch would descend to a particular item. Unbalanced and ragged hierarchies By default. Unbalanced hierarchies have at least one branch that does not descend to the lowest level. Inc.Project Design Guide Connecting to OLAP Cube Sources B 9 From the Data type drop-down list. For example. and ragged are used to describe the different set of characteristics of hierarchical sets of data. in a Time hierarchy that includes Year. 11 Click OK to save your changes and return to the OLAP Cube Catalog. all hierarchies of an OLAP cube are treated as balanced hierarchies. precision. and scale for the data type. specify the byte length. and Item but Item number 22 does not have a Subcategory associated with it. and Month one branch might only have data down to the Quarter level. Subcategory. Subcategory. and Item are displayed on the report there is an empty cell for the Subcategory of Item number 22.

A hierarchy in the Physical View column is represented with a green stacked boxes symbol. This modification also allows you to perform date qualifications on the mapped MDX property data. metrics. please refer to MicroStrategy Tech Note TN1100-000-0636. right-click the hierarchy name in the Physical View column and select Properties. 2 On the Hierarchies tab. select the check box This hierarchy is unbalanced or ragged and then click OK. The word “(Unbalanced)” will be displayed next to the name of the hierarchy in the Logical View column. For information on how to support these date forms and qualifications. For detailed steps on mapping and remapping objects from OLAP cube sources to MicroStrategy objects. Inc. and hierarchies you may want to remap OLAP cube data to existing attributes in the MicroStrategy project for the following reasons: 356 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. Set a hierarchy as unbalanced or ragged 1 In the OLAP Cube Catalog. Why do you need to remap OLAP cubes? Although you can use the automatically generated managed object attributes. . The Properties dialog box is displayed.B Connecting to OLAP Cube Sources Project Design Guide The steps below are necessary for any unbalanced or ragged hierarchy to prevent inaccurate results when applying certain types of filters. refer to the MicroStrategy Desktop online help (search for the “Mapping OLAP cubes” topic). Date form support for MDX properties You can support mapping MicroStrategy date forms to MDX property data of the date data type by performing a special modification of a VLDB property.

Integrating OLAP cubes into MicroStrategy 357 . then Year can be used to group the data within a document. In the case of attributes. When should you remap cubes? Although you can remap the columns either when an OLAP cube is first imported or later on after you have created a project. However. Data can be joined across sources within a Report Services document. Administrators can search for dependents and manage access control lists (ACLs) for attributes that map both to the data warehouse and an OLAP cube source. This also prevents maintenance issues because reports need to be modified if an OLAP cube is remapped after the report is created. three OLAP cubes can share the same managed object metric named Revenue. © 2007 MicroStrategy. For example. If a user with a security filter on Year runs the OLAP cube report that contains Year. Inc. MicroStrategy security filters can be applied to attributes in OLAP cube reports. thus creating a relation between the two sets of data. the security filter on Year is applied. For example. metrics and hierarchies can only be remapped to other managed object metrics and hierarchies that are mapped to OLAP cube source data.Project Design Guide Connecting to OLAP Cube Sources B • Report designers can integrate the logical model of the project with the data in the imported OLAP cube. For example. Remapping simply replaces the managed object attributes that are used to represent the OLAP cube’s structure with attributes in an existing MicroStrategy project. they can be remapped to project attributes that participate in the ROLAP schema. • • • You can remap the levels of an OLAP cube. it is recommended that you do the remapping initially so that subsequent users can take advantage of the mapping. but the nature of the cube is not changed. if an OLAP cube report and a standard report both use the Year attribute. you can map an OLAP cube level to the Year attribute in your project.

Example 2. and Month. C u b e A ttr ib u te s C u s to m e r R e g io n P r o je c t A ttr ib u te s R e g io n Ye a r C u b e Ye a r Q u a r te r M onth of Ye a r C u s to m e r S ta te C u b e Q u a r te r C a ll C e n te r M onth C ube M o nth C u s to m e r C ity E m p lo ye e Da y Example 2: Partially mapped cube After an OLAP cube source has been included in MicroStrategy as an OLAP cube. Since this relation is not created. . also shows two logical models. and the one on the right exists in a MicroStrategy project. Quarter. Inc. The drawback with this setup is that you cannot create a relation between your OLAP cube data and your project data. you can map the attributes within the OLAP cube to existing project attributes. The diagram below shows two logical models. and Month information for both your 358 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. Although both models have a Time hierarchy. The one on the left exists in a specific OLAP cube. The difference between the two examples is that the OLAP cube has been partially remapped so that it shares the attributes Year. you cannot join data from these different sources in a Report Services document and you cannot support project security filters in OLAP cube reports. With this technique. shown in the diagram below. This feature allows you to quickly start creating reports for your OLAP cube data. Quarter.B Connecting to OLAP Cube Sources Project Design Guide Example 1: Unmapped cube You can map managed object attributes for your OLAP cubes instead of using project attributes. none of the individual attributes are shared. you can create a Report Services document that contains Year.

In this case.Project Design Guide Connecting to OLAP Cube Sources B data warehouse and OLAP cube sources. these metrics cannot be directly integrated with data from a separate relational data source. see the Designing Documents chapter of the MicroStrategy Report Services Document Creation Guide. that change applies to all the OLAP cubes that share that dimension. Metrics created with MDX combine the robust set of MDX functions and expressions with MicroStrategy analytical tools such as prompts. when a level is remapped. You can also use basic arithmetic expressions to create these advanced metrics from OLAP cube data. In addition. Therefore. Integrating OLAP cubes into MicroStrategy 359 . © 2007 MicroStrategy. Cu b e A ttrib u te s C usto m e r R e gio n Proje c t A ttrib u te s R e gio n Ye a r Ye a r Q ua rte r M o nt h o f Ye a r C usto m e r S ta te Q ua rte r C a ll C e nte r M o nt h M o nt h C usto m e r C ity Em plo ye e Da y The dimensions of OLAP cubes are always shared. changes to the Time dimension apply to OLAP cubes in the project that contain this dimension. Therefore. Metrics created to map to your OLAP cube data are related only to their associated OLAP cube. Inc. and Month are applied to OLAP cube reports that include these mapped attributes. Quarter. Creating metrics from OLAP cube data with MDX and compound metric techniques When you map your OLAP cube data into MicroStrategy. except by using calculated expressions in Report Services documents. you can take advantage of MDX (MultiDimensional eXpressions) to create advanced metrics. For information on creating calculated expressions. any security filters for Year.

The MDX you create is passed to your OLAP cube source to be executed and to return the data. This technique allows you to use MDX functions and flexibility to query and report on your OLAP cube data. such as Discount * 1. and so on). These metrics can also reference multiple MicroStrategy metrics within the OLAP cube with an expression such as Revenue . For general information on smart metrics. Inc. You can reference one or more MicroStrategy metrics mapped to OLAP cube data using custom MDX just as you can with a standard arithmetic expression. You can also use prompts in these compound and custom MDX metrics (see Using prompts within OLAP cube metrics. you can create your own custom MDX to return data for a metric. page 363. For examples of smart metrics. The metrics created in this way for an OLAP cube are stored in a Compound Metrics folder within the Metrics folder for the OLAP cube. The expression can be as simple as a metric multiplied by a constant value. For tips and insights on how to build analysis with MDX in MicroStrategy. If you do not make the metric a smart metric you can only use basic operators (+. 360 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. Once you create metrics using these techniques you can include them in your MicroStrategy reports and report filters in the same ways that you can include any MicroStrategy metric.B Connecting to OLAP Cube Sources Project Design Guide You can create metrics that map to OLAP cube data using either of the following techniques: • Compound metrics: A compound metric is any MicroStrategy metric with an expression that includes a MicroStrategy metric and an arithmetic expression. . You can use MicroStrategy analytical and aggregation functions with metrics mapped to OLAP cube data only if the metric you create is defined as a smart metric.Total Expenses.*.5. To use MDX to create your calculated measures you must enclose MDX in double quotes (“”). see How to build analysis into metrics with custom MDX. where Revenue and Total Expenses are both metrics.-. see the MicroStrategy Advanced Reporting Guide. • MDX customization: Rather than relying only on MicroStrategy to create MDX to return data from your OLAP cube source. to build a Profit metric. where Discount is a metric mapped to data in the OLAP cube./. see the MicroStrategy Basic Reporting Guide. page 366).

If the project connects to more than one OLAP cube source the Database Instance dialog box opens. To create a metric from OLAP cube data with MDX and compound metric techniques 1 Log in to a project that is connected to an OLAP cube source. The following procedure uses the OLAP Cube Catalog. Integrating OLAP cubes into MicroStrategy 361 . After right-clicking an OLAP cube and selecting Edit to access the OLAP Cube Editor. page 340 2 From the Schema menu. the steps below apply for the OLAP Cube Editor. 4 Select the Cube Mapping tab. page 337 Connecting to Analysis Services 2005 servers. page 334 Connecting to Analysis Services 2000 servers. depending on your OLAP cube source: • • • • Connecting to SAP BW servers. For information on connecting to an OLAP cube source. 3 Move all the OLAP cubes to import from the Available Cubes pane to the Selected Cubes pane by using the > button. the OLAP Cube Catalog: Cube Selection tab opens. select OLAP Cube Catalog. The OLAP Cube Catalog: Cube Selection tab opens. • • If the project connects to only one OLAP cube source.Project Design Guide Connecting to OLAP Cube Sources B You can create these metrics during the initial importing and mapping procedure of your OLAP cube data with the OLAP Cube Catalog. © 2007 MicroStrategy. Inc. starting with the step to access the Edit menu. see one of the following sections. page 327 Connecting to Essbase servers. From the Select the Database Instance drop-down list. select the OLAP cube source database instance to connect to and click OK. These metrics can also be created as a later modification to an OLAP cube with the OLAP Cube Editor.

For example. 362 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. The Metric Editor opens. 6 From the Edit menu. you can enter the following: “[Measures]. The OLAP cube data is displayed in the pane below.B Connecting to OLAP Cube Sources Project Design Guide 5 From the Catalog\Cube drop-down list. For an example of creating a metric that includes a prompt.Cost to create a Profit metric. select Add New Compound Metric. 8 Click Save and Close. see Using prompts within OLAP cube metrics. page 366.5” You cannot validate MDX in the Metric Editor as you can for a standard expression that is not enclosed by double quotes. select the OLAP cube to map to MicroStrategy objects. Validating MDX verifies that the entire expression is enclosed in double quotes. and MicroStrategy analytical and aggregation functions. arithmetic operators. • If you are creating a metric using custom MDX. enter a name for your metric. if you have Revenue and Cost metrics in your OLAP cube you can create the expression Revenue . . 7 Create the expression for your metric: • If you are creating a compound metric. 10 Click Save to save your metric. you can simply drag and drop metrics from the OLAP cube’s Metrics folder. enter your custom MDX in the Definition pane of the Metric Editor.[Discount Amount] * 1. For example. You can use MicroStrategy analytical and aggregation functions with metrics mapped to OLAP cube data only if the metric you create is defined as a smart metric. The Save As dialog box opens. 9 In the Object name text field. while also including any required constants. it does not validate the syntax of the expression. Inc. Make sure to enclose the entire expression in double quotes.

MDX syntax and functionality is not described in depth in this section. This allows you to further combine the analysis capabilities of MDX and MicroStrategy. Integrating OLAP cubes into MicroStrategy 363 .x Creating such analysis requires appropriate knowledge of both MDX and MicroStrategy. © 2007 MicroStrategy. refer to the following MicroStrategy Tech Notes: • • TN5200-81x-2345—How to create customized metric expressions for OLAP cube sources in MicroStrategy 8.[Total Sales]” is valid syntax for a metric defined with MDX.1.Project Design Guide Connecting to OLAP Cube Sources B 11 Click Save and Close to save your changes to the OLAP cube.1.1.1.x TN5200-81x-2343—How to write a custom metric formula in MDX to filter on an attribute in MicroStrategy 8. For additional best practices and examples. This section provides some tips and best practices on how to build analysis into metrics with custom MDX. For example. • • Basics Creating your own custom MDX allows you to draw further analysis from your OLAP cube source into MicroStrategy.x TN5200-81x-2344—How to write a custom metric formula in MDX to implement a transformation in MicroStrategy 8. TN5200-81x-2342—How to write a custom metric formula in MDX to ignore grouping on a cube dimension in MicroStrategy 8. only basic principles of analysis with the use of MDX and MicroStrategy is provided. Inc. To use MDX to create your metrics you must enclose MDX in double quotes (“”).x. “[Measures]. Be aware that MicroStrategy does not validate any custom MDX created by users to build metrics for OLAP cubes. How to build analysis into metrics with custom MDX You can build sophisticated analysis into your OLAP cube metrics by creating your own custom MDX.

you can also display revenue for a certain category such as electronics. the function is passed to the OLAP cube source and processed as a pass-through function. Inc. along with viewing your total revenue on a report. [Measures]. as shown in the report below. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. In 364 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. you can create conditional metrics in MicroStrategy from your OLAP cube data.B Connecting to OLAP Cube Sources Project Design Guide The expression shown above is a simple expression that returns the Total Sales data from an OLAP cube. you can also utilize MDX functions to create more advanced analysis. For example. the following expression applies a multiplier to the Total Sales data: “[Measures]. You can also perform basic arithmetic in your MDX.CurrentMember). as shown below: “sum(YTD([Quarter]. Report designers can include these metrics on reports to view multiple perspectives of data on the same report. For example.06” Along with these simple expressions.[Profit])” This expression returns year-to-date values by quarter for profit data. you can use the MDX year-to-date (YTD) function to create transformation-style analysis on your OLAP cube data. Conditional metrics Using MDX. When you include an MDX function in your custom MDX.[Total Sales] * . For example. .

Inc.[Category]. Integrating OLAP cubes into MicroStrategy 365 . 2 identifies the electronics category. The report shown below uses this metric to compare total revenue with electronics revenue. meaning they will produce the same MDX every time.Project Design Guide Connecting to OLAP Cube Sources B the example expression below.[Revenue].[2]. In the example expression below. a second condition on the year is included by adding another comma and conditional expression: “([Measures].[2])” In the example above. The example below shows the basic structure of an ApplySimple statement to create metrics with custom MDX. For example. © 2007 MicroStrategy. bold highlights the part of the expression (including the comma) that applies the condition to the revenue data: “([Measures]. You can include more than one condition for each metric.[Year]. Using the ApplySimple function. you can include prompts in your MDX to provide dynamic analysis on your OLAP cube data. [2006])” Prompts All of the MDX examples in the sections above are static expressions.[Category]. The values that identify data depend on how you have defined data in your OLAP cube source. Prompts are objects in MicroStrategy that provide users the ability to dynamically select what data is returned to their report to analyze. you can create the same metric to return electronics revenue for only the year 2006.[Revenue].

.. To provide this analysis to users. you can allow users to choose what category to view revenue for. see the Using prompts within OLAP cube metrics section below. rather than always returning the revenue data for electronics. ApplySimple(“([Measures]. allowing users to determine the data to see on the report. page 364. For example. Using prompts within OLAP cube metrics If you are creating new metrics in your OLAP cube. the prompts are displayed to the user for completion. . you can also include MicroStrategy prompts with the metrics.?valueprompt) In the example syntax above. Inc. ApplySimple(“([Measures]. When the metrics are included on a report and the report is run. For metrics created using MDX expressions.object1. You can also use this technique with the conditional metrics techniques described in Conditional metrics... The syntax for including a prompt as an object to replace a placeholder is ?promptname.[Total Sales] / #0)” .object0.[Revenue]. you can simply include a prompt in the metric definition. For metrics created with compound metric techniques without any custom MDX.B Connecting to OLAP Cube Sources Project Design Guide ApplySimple(“MDX expression with placeholders for objects”. you can include an element list prompt on the Category attribute of the OLAP cube as shown below.#0)”. This adds flexibility to your queries.objectN) A simple application of this technique is to use a constant value prompt in your project as a multiplier of metric data as shown below. #0 is a placeholder in the MDX expression for the value prompt. ?elementlistprompt) For more information on and a procedure for creating metrics in OLAP cubes with prompts. you must use the ApplySimple function to 366 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy.

Users can then choose to view revenue data for different categories such as Books or Music. which is conditional on an element list prompt answered by the user running the report. © 2007 MicroStrategy. Inc. 3 Click Save and Close. Integrating OLAP cubes into MicroStrategy 367 . In this example it is assumed that constantprompt is the name of a value prompt in the project and Discount Amount is a metric within the OLAP cube. • ApplySimple(“([Measures]. page 361) until the step to create an expression for the metric. The following types of prompts can be included with metrics built from custom expressions: • • • Element list prompts defined on an attribute of the associated OLAP cube Value prompts Object prompts defined on objects of the associated OLAP cube To use prompts within OLAP cube metrics 1 Follow the steps in the procedure above (To create a metric from OLAP cube data with MDX and compound metric techniques. 2 Enter your expression in the Definition pane of the Metric Editor. you can enter expressions similar to the following: • ([Discount Amount] * ?constantprompt) This expression applies a special discount amount.[Revenue]. Make sure to enclose the entire expression in double quotes. The Save As dialog box opens.#0)”. entered by the user running the report. For example.Project Design Guide Connecting to OLAP Cube Sources B include prompts in the metric definition. ?CategoryElementPrompt) This expression creates a Revenue metric. In this example it is assumed that CategoryElementPrompt is the name of an element list prompt in the project that references a Category attribute within the OLAP cube.

6 Click Save and Close to save your changes to the OLAP cube and exit the OLAP Cube Catalog. and you can then remove the metric from the OLAP cube. When you try to remove a metric with dependent metrics. If a compound metric of an OLAP cube has been added to any reports.B Connecting to OLAP Cube Sources Project Design Guide 4 In the Object name text field. Then you can remove the metric. You then create a new compound metric named Profit within the OLAP cube by subtracting the OLAP cube’s cost data from its revenue data. If you try to remove the Profit metric. you import an OLAP cube. you create a Profit Margin metric that uses the Profit metric you just created. Once this metric is created in your OLAP cube. and its data is automatically mapped to MicroStrategy metrics. 368 Integrating OLAP cubes into MicroStrategy © 2007 MicroStrategy. Inc. a list of metrics that are dependent on the metric you are removing is returned. dependencies may need to be resolved before you can remove the metric. You can remove the compound metric from the report rather than deleting the report. This makes the Profit Margin metric dependent on the Profit metric. enter a name for your metric. Removing compound metrics from OLAP cubes When you remove metrics based on multiple metrics of an OLAP cube. 5 Click Save to save your metric and return to the OLAP Cube Catalog. This removes the dependency between the metric and the report. a search for dependent objects is automatically triggered. To remove the Profit metric. You must remove all of the metrics and reports which depend on the metric you are trying to remove. you must first remove the Profit Margin metric. and the Profit Margin metric is returned. If the Profit metric is included on any reports. . you need to also delete those reports or remove the Profit metric from the reports before you can remove the Profit metric from the OLAP cube. For example. a list of reports that depend on the metric is also returned.

which point to physical tables in the data warehouse. 369 . and logical views. logical views are defined using SQL queries against the data warehouse. © 2007 MicroStrategy. While logical tables are set up in a project by using the Warehouse Catalog. Different from the logical tables. table aliases. There are three types of logical tables in the MicroStrategy environment: logical tables. Inc. LOGICAL TABLES Introduction Logical tables represent tables in the data warehouse.C C. logical views are created using the Table Editor. This chapter introduces you to the different types of logical tables. with a focus on how you can use the logical view feature to take advantage of the enhanced schema support in MicroStrategy.

While physical tables in a data warehouse consist of columns. There are three types of logical tables: 1 Logical table: is a logical representation of a table that the Engine uses to generate SQL. It does not point directly to a physical table and is defined using a SQL query against the warehouse. A logical table is created for each physical table that is imported into a project. Once created. based on which attributes. These physical tables are referenced in the SQL that is generated for the report. page 175). and other schema objects can be defined. 370 Logical tables © 2007 MicroStrategy.C Logical Tables Project Design Guide Logical tables Logical tables are MicroStrategy objects that form the foundation of a schema. Inc. logical tables and all the other schema objects are stored in the Schema Objects folder. Using the Logical Table Editor. you can define your logical view using the SQL statement as well as view the content of all the logical tables and their associated warehouse tables. using the Warehouse Catalog. 2 Table alias: is an additional logical table that points directly to an existing physical table. A table alias is created outside of the Warehouse Catalog. This type of logical table maps directly to physical tables in the data warehouse. logical tables in the MicroStrategy schema consist of attributes and facts. facts. These attributes and facts are part of the report definition that the MicroStrategy Engine refers to when a report is executed. One physical table can have more than one table aliases. A table alias can have a different name from the physical table. . Logical views are created using the Table Editor. In the MicroStrategy Tutorial. the logical view can be used in the same way as the Type 1 logical table. The logical view is also referenced in the SQL that is generated for the report. 3 Logical view: is a logical table that points to a SQL statement instead of directly to a physical table. Table aliasing is used to create attribute roles (see Attributes that use the same lookup table: Attribute roles. the whole SQL query is displayed in the place of physical tables as for Type 1 logical tables.

if the Customer table is used to represent both Ship to Customer and Bill to Customer. you can create MicroStrategy schema objects. please refer to the MicroStrategy online help (search for “Step-by-step instructions to create a table alias”). Based on these tables. page 175. such as attributes and facts. For more information on how to use the Warehouse Catalog. For detailed information on attribute roles. When an attribute plays more than one role. you create multiple logical tables pointing to the same physical table and define those logical tables as the lookup tables for the attributes in different roles. Logical views are defined using SQL queries. For step-by-step instructions. Logical views are created from scratch. create a table alias by copying an existing logical table and giving it a new or different name.Project Design Guide Logical Tables C How should I use logical tables? The most common logical tables are the ones that are imported into the project from the data warehouse using the Warehouse Catalog. instead of being imported from a data warehouse or duplicated from existing logical tables. How should I use logical tables? 371 . you can create a table alias to resolve the double usage case. right-click the logical table name and select Create Table Alias. Logical views are a little different from the above-mentioned logical tables and table aliases for the following reasons: • • • Logical views do not map directly to physical tables in the data warehouse. please refer to the MicroStrategy online help (search for “Warehouse Catalog”). which is accessed from the Schema menu. then define the new attributes using the appropriate tables. © 2007 MicroStrategy. One way to do this is to create explicit table aliases. please refer to Attributes that use the same lookup table: Attribute roles. Inc. To create a table alias. you need to create an attribute in the logical model for each of the roles. Basically. First. For example.

once logical views are created. This means that you can use the logical views to build attributes and facts and that you can also create table aliases for the logical views. The Update Schema option can be accessed from the Schema menu. table aliases. such as the following: • • • • Slowly-changing dimensions Attribute form expressions from multiple tables Consolidated dimension tables Recursive hierarchies For common usage examples. The biggest benefit of using logical views is that you can model a MicroStrategy schema that cannot be supported with only the physical database structures in the warehouse. . please refer to Logical view examples. you need to update the schema. page 376. There are many common modeling scenarios that are easier to manage with the use of logical views.C Logical Tables Project Design Guide However. Whenever you create or add logical tables. or logical views to the project. they can be used in the same way as the regular logical tables (brought into the project using the Warehouse Catalog). 372 How should I use logical tables? © 2007 MicroStrategy. Inc.

while the Mapping panel is where you map for the columns returned by the SQL query.Project Design Guide Logical Tables C Creating logical tables Most logical tables are brought into the project by using the Warehouse Catalog. Inc. Creating a Logical View involves a few simple steps that require you to provide your own SQL statement and map the columns in the statement to the correct data types (see the following information). please refer to the online help (search for “Creating logical views”). on the other hand. Logical views. Any physical table in the project database instance can be used in the SELECT statement. Object Browser lists all tables and columns that have been imported into the project. For detailed instructions. are created in MicroStrategy Desktop using the Table Editor. One way to access the Table Editor is to select New from the File menu and choose Logical Table. © 2007 MicroStrategy. As illustrated in the following image. Detailed instructions on how to create them are provided in the online help (search for “Tables”). Creating logical tables 373 . The SQL statement panel is where you type in your SQL query. and table aliases are created by duplicating existing logical tables.

Inc. 3 Click Add to map columns returned by the SQL statement. However. This creates a new column. .C Logical Tables Project Design Guide To create a logical table in the Table Editor 1 From the File menu. 5 Select a Data Type for the column by using the drop-down list. these expressions cannot be nested in the SQL because this would result in invalid SQL syntax. It is recommended that you use derived tables to define logical views because the logical view SQL syntax becomes nested inside SQL statements generated by the Engine. you map an existing column to the logical view. the change will affect all the tables with that column. You can drag and drop columns from the Object Browser to insert into the statement). The names of the columns must match exactly the column aliases defined in the SQL statement. Keep in mind that if you change the data type. 374 Creating logical tables © 2007 MicroStrategy. select New and then Logical Table. you inherited the data type of that column. If you used an existing column in the mapping in Step 5. Although common table expressions (CTEs) are also supported for some databases. Alternatively. 4 Type in the column name under Column Object. By doing this. The Table Editor is displayed with the Physical View tab selected by default. 2 In the SQL Statement panel. type in your SQL statement. the order of the columns does not have to match the order in which the column aliases appear in the SQL statement. you can also drag and drop columns from the Object Browser to the Column Object cell. Please check your database for best usage.

It is recommended that you use derived tables to define logical views. 8 From the Schema menu. the statistics log does not contain any information about the actual physical tables accessed. Therefore. are not nested in the SQL because this would result in invalid SQL syntax. When the Engine needs to use a logical table that maps directly to a physical database table. It is your responsibility to ensure the accuracy and validity of your SQL statements. however. The same holds true if you use a view in the database. although CTEs are also supported by some databases. Creating logical tables 375 . select Update Schema to ensure that the new logical table is loaded into the project. CTEs. The Engine generates derived table syntax to represent the logical view.Project Design Guide Logical Tables C 6 Modify the Precision and Scale of the column. Inc. you should be experienced with using SQL before you use the logical view feature. Because the MicroStrategy Engine does not parse through the SQL syntax. Derived tables are advantageous because they are nested in the SQL generated by the Engine. For a logical view—which maps to a SQL statement—the Engine inserts the SQL syntax in the FROM clause. © 2007 MicroStrategy. please check your database. make sure that your RDBMS is optimized to answer the query that you create. in which case table objects accessed would are not logged either. you should also understand that the SQL query entered for logical views is not modified in any way by MicroStrategy. For best usage. In the SQL generated for a report. it inserts the name of the table into the FROM clause. if applicable. the logical view is logged instead. Using SQL for logical views Since SQL queries are the key to creating logical views. 7 Save and close the logical table. In addition. logical views are generated as either a derived table or a common table expression (CTE) depending on the type of database that you use.

The following is an example lookup table for Store. the MicroStrategy Engine joins the fact table with one lookup table and does the aggregation. If there is no distinct list of attribute elements. • Too many rows in the dimension table may slow down the SELECT DISTINCT query. Logical view examples The following business cases are intended to help you understand how you can use the logical view feature in your applications. Market. thus affecting element browsing requests that display a list of attribute elements. Inc. when populating pick lists for prompts. Usually. for example. you may double count if you have to join to a table where that attribute is part of the key. While it is possible to model a schema with such a dimension table. Lookup_store Store_ID Store_Name Market_ID Market_Name Region_ID Region_Name Level 376 Logical view examples © 2007 MicroStrategy. .C Logical Tables Project Design Guide The results of logical views are not cached. This restriction applies to summary tables as well as to intermediate results that may be generated by the SQL Engine. Business case 1: Distinct attribute lookup table Many star schemas feature a single lookup table that is shared by all the attributes in one dimension (see the following example). in one-SQL-pass reports. the logical view simply appears as additional syntax in the report SQL generated by MicroStrategy. and Region. often two problems arise: • The model cannot support fact tables at the level of attributes that are not keys.

Market_Desc. SUM(a12. Market_Name. Therefore. a11. To avoid that.Market_ID.Market_ID = a12.Market_Name Business case 2: Attribute form expression across multiple tables Customers often request the ability to generate an attribute form expression across multiple tables. F_Table1 Ship_Date Order_ID Fact1 © 2007 MicroStrategy.Project Design Guide Logical Tables C In this table. the following report SQL is generated: Select a11. Inc. if the requested fact table is at the Market or Region level. Market_Sales a12 Where a11. For example.a11.Market_ID.Region_ID from Lookup_Store where level=1) a11.Market_ID Group by a11. Logical view examples 377 . a direct join between the fact table and the above lookup table may result in double-counting. Market and Region are not the keys. Usually. When it is joined with a Market-level fact table (Market_Sales).Sales) From (select Market_ID.Region_ID From Lookup_store Where level=1 Then use this table as the lookup table for Market. the case is on Date columns. you want to define an attribute based on the Date difference between two Date columns (Ship_Date and Order_Date) in two different tables as follows. Market_Name. you can use the Logical View feature to define another logical table Lookup_Market as follows: Select Market_ID.

Logical view Cycle_Time Order_ID Fact1 Fact2 Business case 3: Slowly changing dimensions Slowly changing dimensions (SCDs) are a common characteristic in many business intelligence environments. . F_table1. F_table2 Where F_table1.Fact2 From F_table1. For example. you can use the following SQL query to create a logical table to calculate the Date difference and then define the attribute on that new column: Select Ship_Date-Order_Date Cycle_time. Fact1. a Type I SCD 378 Logical view examples © 2007 MicroStrategy. “Slowly” typically means after several months or even years. a company may annually reorganize their sales organization or recast their product hierarchy for each retail season. it may be better to model separate dimensions. Indeed. For example. Usually. Kimball has further coined different distinctions among ways to handle SCDs in a dimensional model. for instance).Order_ID The new logical table (logical view) looks like the following table. if dimensional relationships change more frequently.C Logical Tables Project Design Guide F_Table2 Order_Date Order_ID Fact2 Using the Logical View feature. Inc. Ralph Kimball has been particularly influential in describing dimensional modeling techniques for SCDs (see The Data Warehouse Toolkit.Order_ID=F_table2.Order_ID. SCDs are well documented in the data warehousing literature. and a new attribute can be defined on the Cycle_Time column. dimensional hierarchies are presented as independent of time.

© 2007 MicroStrategy. For example. for example. and Kelly moved from District 38 to 39 on 7/1/2004. page 43. please refer to Lookup tables: Attribute storage. For example. “As-was” analysis presents a historical view of the slowly changing relationships. Example 1: Compound key with Effective Date and End Date One way to physically store an SCD is to employ Effective Date and End Date columns that capture the period of time during which each element relationship existed. As-is vs. show me sales by District according to the way Districts were organized at the time the sales transactions occurred. In the example below. show me sales by District according to the way Districts are organized today.Project Design Guide Logical Tables C presents only the current view of a dimensional relationship. sales representatives switch districts in time. For information on compound keys. Logical view examples 379 . They also provide you an easy way to specify which type of analysis you would like to perform. Sales Rep Jones moved from District 37 to District 39 on 1/1/2004. as-was analysis One of the capabilities available with slowly changing dimensions is the ability to perform either “as-is” analysis or “as-was” analysis: • “As-is” analysis presents a current view of the slowly changing relationships. a Type II SCD preserves the history of a dimensional relationship. and so forth. Inc. • The techniques described here provide the flexibility to perform either type of analysis. The discussion below is based on an example sales organization that changes slowly in time as the territories are reorganized.

FACT_TABLE Sales_Rep_ID 1 2 3 1 2 3 2 3 4 Trans_Dt 9/1/2003 9/10/2003 9/15/2003 3/1/2004 3/10/2004 3/15/2004 9/5/2004 9/15/2004 9/20/2004 Sales 100 200 150 200 250 300 125 275 150 To specify the MicroStrategy schema 1 Create a logical view to represent just the current District-Sales Rep relationships. LVW_CURRENT_ORG 380 Logical view examples © 2007 MicroStrategy. such as a transaction date.C Logical Tables Project Design Guide LU_SALES_REP Sales_Rep_ID 1 2 3 4 1 3 Sales_Rep_Name Jones Smith Kelly Madison Jones Kelly District_ID 37 37 38 38 39 39 Eff_Dt 1/1/1900 1/1/1900 1/1/1900 1/1/1900 1/1/2004 7/1/2004 End_Dt 12/31/2003 12/31/2099 6/30/2004 12/31/2099 12/31/2099 12/31/2099 When using this type of dimensional lookup table. the fact table must include a date field. . Inc.

@Desc = sales_rep_name – Tables: LU_SALES_REP (lookup). resulting in a fact view at the District level.Sales_Rep_ID) where F.Sales_Rep_ID = F. LVW_CURRENT_ORG. Trans_Dt. @Desc = district_name – Tables: LU_CURRENT_DISTRICT (lookup). 4 Define the following attributes: • Sales Rep: – @ID = sales_rep_id. Trans_Dt 3 Create a table alias LU_CURRENT_DISTRICT for LU_DISTRICT. which captures the Sales Rep-District relationships that existed at the time the transactions occurred. LVW_CURRENT_ORG – Child: Sales Rep • Historical District: – @ID = district_id.Project Design Guide Logical Tables C select Sales_Rep_ID. Logical view examples 381 . LVW_HIST_DISTRICT_SALES select District_ID.Eff_Dt and L. The resulting view is an “as-was” or historical view. Inc. sum(sales) sales from LU_SALES_REP L join FACT_TABLE F on(L. District_ID from LU_SALES_REP where End_Dt = '12/31/2099' 2 Create another logical view that performs the “as-was” join between the lookup table and fact table.Trans_Dt between L. @Desc = district_name © 2007 MicroStrategy.End_Dt group by District_ID. FACT_TABLE • Current District: – @ID = district_id.

LVW_HIST_DISTRICT_SALES 6 Define the metric as required: • Sales: SUM(sales) The result of this is a logical schema that looks like the following: LU_CURRENT_DISTRICT LU_CURRENT_ORG LU_SALES_REP FACT_TABLE Current District Sales Rep Current District Sales Rep Historical District Sales Rep Date Sales LU_TIME Date LVW_HISTORICAL_ DISTRICT_SALES Month Historical District Date Sales 382 Logical view examples © 2007 MicroStrategy.C Logical Tables Project Design Guide – Tables: LU_DISTRICT (lookup). trans_dt – Tables: LU_TIME (lookup) . LVW_HIST_DISTRICT_SALES – Child: Sales Rep • Date: – @ID = date_id. LVW_HIST_DISTRICT_SALES • Month: – @ID = MONTH_ID – Tables: LU_TIME (lookup) 5 Define the Sales fact: • • Expression: sales Tables: FACT_TABLE. FACT_TABLE. Inc. . LU_SALES_REP.

Month_ID • Report results As-is analysis Specify the “as-is” analysis by using the Current District attribute on reports: • • © 2007 MicroStrategy.Sales_rep_ID) where F.District_ID District_ID.sum(sales) sales from LU_SALES_REP L join FACT_TABLE F on (L.Month_ID Month_ID.District_ID) group by a11. Sales Resulting SQL Select a11. a12. max(a13.SALES) WJXBFS1 From (select District_ID.Distrcit_ID. Trans_dt. a12.EFF_DT and L. Month.trans_dt between L. Inc. Month. Sales Resulting SQL Logical view examples 383 . sum(a11.Project Design Guide Logical Tables C As-was analysis Specify the “as-was” analysis by using the Historical District attribute on reports: • • Report definition: Historical District.Sales_rep_ID = F.District_ID =a13.District_Name) District_Name.Date_ID) join LU_DISTRICT a13 on (a11. Report definition: Current District.END_DT group by District_ID. Trans_dt) a11 join LU_TIME a12 on (a11.Trans_dt = a12.

District_Name) District_Name.Trans_dt = a13.Sales_Rep_ID) join LU_TIME a13 on (a11.Sales_Rep_ID = a12. District_ID from LU_SALES_REP where END_DT = '12/31/2099')a12 on (a11.C Logical Tables Project Design Guide select a12.Month_ID • Report result Example 2: New surrogate key for each changing element A more flexible way to physically store a SCD is to employ surrogate keys and introduce new rows in the dimension table whenever a dimensional relationship changes.District_ID District_ID.District_ID. Another common characteristic is to include an indicator field that identifies the current relationship records.SALES) WJXBFS1 from FACT_TABLE a11 join (select Sales_rep_ID. Inc. a13. .District_ID) group by a12.District_ID = a14. a13.Month_ID Month_ID. max (a14.Date_ID) join LU_DISTRICT a14 on (a12. LU_SALES_REP Sales_Rep_CD 1 2 3 Sales_Rep_ID 1 2 3 Sales_Rep_Name Jones Smith Kelly District_ID 37 37 38 Current_Flag 0 1 0 384 Logical view examples © 2007 MicroStrategy. An example set of records is shown below. sum(a11.

District_ID from LU_SALES_REP where Current_flag = 1 2 Create a table alias LU_CURRENT_DISTRICT for LU_DISTRICT. Inc. LVW_CURRENT_ORG select Sales_rep_ID.Project Design Guide Logical Tables C Sales_Rep_CD 4 5 6 Sales_Rep_ID 4 1 3 Sales_Rep_Name Madison Jones Kelly District_ID 38 39 39 Current_Flag 1 1 1 When using this type of dimensional lookup table. FACT_TABLE Sale-Rep_CD 1 2 3 5 2 3 2 6 4 Sale 100 200 150 200 250 300 125 275 150 Specifying the MicroStrategy schema 1 Create a logical view to represent just the current District-Sales Rep relationship. Logical view examples 385 . © 2007 MicroStrategy. the fact table must also include the surrogate key. A transaction date field may or may not exist.

FACT_TABLE • Month: – @ID = MONTH_ID – Tables: LU_TIME (lookup) – Child: Date 4 Define the Sales fact: • Expression: sales 386 Logical view examples © 2007 MicroStrategy.C Logical Tables Project Design Guide 3 Define the following attributes: • Sales Rep Surrogate: – @ID = sales_rep_cd – Tables: LU_SALES_REP (lookup). LU_SALES_REP – Child: Sales Rep • Date: – @ID = date_id. . Inc. LVW_CURRENT_ORG – Child: Sales Rep Surrogate • Current District: – @ID = district_id. @Desc = district_name – Tables: LU_CURRENT_DISTRICT (lookup). FACT_TABLE • Sales Rep: – @ID = sales_rep_id. LVW_CURRENT_ORG – Child: Sales Rep • Historical District: – @ID = district_id. @Desc = sales_rep_name – Tables: LU_SALES_REP (lookup). trans_dt – Tables: LU_TIME (lookup). @Desc = district_name – Tables: LU_DISTRICT (lookup).

Date_ID) join LU_DISTRICT a14 on (a12. sum(a11.Project Design Guide Logical Tables C • Tables: FACT_TABLE.Sales_Rep_CD = a12.SALES) WJXBFS1 from FACT_TABLE a11 join LU_SALES_REP a12 on (a11. Inc. LVW_HIST_DISTRICT_SALES 5 Define the metric as required: • Sales: SUM(sales) The result is a logical schema as follows: LU_CURRENT_DISTRICT LU_CURRENT_ORG LU_SALES_REP FACT_TABLE LU_TIME Current District Sales Rep Current District Sales Rep Surrogate Sale rep Historical District Sales Rep Surrogate Date Sales Date Month LVW_HISTORICAL_ DISTRICT_SALES Historical District As-was analysis Specify the “as-was” analysis by using the Historical District attribute on reports: • • Report definition: Historical District. a13.Distrcit_Name) Distrcit_Name.District_ID = © 2007 MicroStrategy. Logical view examples 387 .District_ID District_ID.Sales_Rep_CD) join LU_TIME a13 on (a11. Month. max(a14.Month_ID Month_ID. Sales Resulting SQL select a12.Trans_dt = a13.

District_ID from LU_SALES_REP where current_flag = 1) a13 on (a12.District_ID) group by a12.District_ID. a14.Month_ID Month_ID.SALES) WJXBFS1 from FACT_TABLE a11 join LU_SALES_REP a12 on (a11.Trans_dt = a14. Inc. Sales Resulting SQL: select a13.C Logical Tables Project Design Guide a14.District_ID.Month_ID • Report results As-is analysis Specify the “as-is” analysis by using the Current District attribute on reports: • • Report definition: Current District.District_ID District_ID. sum(a11. .Distrcit_Name) District_Name.Sales_Rep_CD = a12. a13. a14. Month.Date_ID) join LU_DISTRICT a15 on (a13. max(a15.Sales_Rep_CD) join (select Sales_rep_ID.Sales_Rep_ID) join LU_TIME a14 on (a11.District_ID = a15.Sales_Rep_ID = a13.District_ID) group by a13.Month_ID 388 Logical view examples © 2007 MicroStrategy.

day_date mtd_date From lu_day A. Although one-to-one transformations. B. Logical view examples 389 .day_date) = YEAR(B. The MTD transformation can then be defined using the MTD_DATE column. you need to define transformations. lu_day B Where A. Select A.day_date) The same technique can be used to define a year-t0-date transformation.day_date >= B. such as Last Month. B. one-to-many transformations require tables in the database that map each date to all the previous dates that make up “month-to-date”. lu_day B Where A. can be defined in terms of an expression.day_date And YEAR(A.day_date day_date.day_date >= B.day_date And MONTH(A. The SQL below can be used to define a logical MTD_DATE table.Project Design Guide Logical Tables C • Report result Business case 4: One-to-many transformation tables In order to support time-series analysis.day_date) © 2007 MicroStrategy. then you can use the logical view approach to address this issue as long as you already have a lookup table for the Day attribute. which contains the Day attribute. such as month-to-date and year-to-date calculations.day_date ytd_date From lu_day A.day_date)= MONTH(B. If you do not already have such a table in the warehouse and your circumstances do not allow you to add additional tables to the database. Inc. Select day_date day_date.

. Abraham Walker. Dawson... the relationship between Employees and Emergency Contacts is such that each employee may have up to one contact. Department Marketing Finance R&D Finance .. One of the reports you probably would like to create may look like the following: Employee Gonzalez. George . Martha . . Inc... consider the tables below. James Dawson. Mary Walker. For example. you could model an attribute hierarchy as follows: • • • Business Unit -< Department -< Employee Hire Date -< Employee Emergency Contact -< Employee In addition. 390 Logical view examples © 2007 MicroStrategy. Jane Taylor. which means not all employees have contacts on record. Emergency Contact Phone Number NULLS are displayed for employees who do not have emergency contacts.. no metrics).. EMPLOYEE EMP_ID FIRST_NAME LAST_NAME HIRE_DATE DEPT_ID EMERGENCY CONTACT EMP_ID CONTACT_FIRST_NAME CONTACT_LAST_NAME CONTACT_PHONE_NUMBER DEPARTMENT DEPT_ID DEPT_NAME BUS_UNIT_ID Given this structure.C Logical Tables Project Design Guide Business case 5: Outer joins between attribute lookup tables A common request is the ability to generate an outer join between attribute lookup tables for a report that contains only attributes (that is. John Larkins. 555-1212 555-3456 555-9876 .

@[First Name] = FIRST_NAME. you can perform an outer join using a logical view. described as follows. © 2007 MicroStrategy. Inc. @[Last Name] = CONTACT_LAST_NAME Tables: EMERGENCY_CONTACT (lookup) Child: Employee Using the above model. In order to see all employees. EMERGENCY_CONTACT • Department: @ID = DEPT_ID Tables: DEPARTMENT (lookup). EMPLOYEE Child: Employee • Hire Date: @ID = HIRE_DATE Tables: EMPLOYEE (lookup) Child: Employee • Emergency Contact: @ID = CONTACT_PHONE_NUMBER. if you model the attributes as described below. you would not get the desired output: • Employee: @ID = EMP_ID. and only those employees who have emergency contacts would appear in the final result. the SQL generated would join the EMPLOYEE table to the EMERGENCY_CONTACT table. @[First Name] = CONTACT_FIRST_NAME. Logical view examples 391 . @[Last Name] = LAST_NAME Tables: EMPLOYEE (lookup).Project Design Guide Logical Tables C However.

C.CONTACT_LAST_NAME.EMP_ID.EMP_ID = C. @[Last Name] = LAST_NAME Tables: EMPLOYEE (lookup).EMP_ID) LVW_EMERGENCY_CONTACT EMP_ID FIRST_NAME LAST_NAME HIRE_DATE DEPT_ID CONTACT_FIRST_NAME CONTACT_LAST_NAME CONTACT_PHONE_NUMBER Make sure to include all columns from the original child table (for example. EMPLOYEE).CONTACT_FIRST_NAME.DEPT_ID.FIRST_NAME. C. E. Inc. . C. @[First Name] = FIRST_NAME. E.HIRE_DATE.LAST_NAME.CONTACT_PHONE_NUMBER from EMPLOYEE E left outer join EMERGENCY_CONTACT C on (E. E. LVW_EMERGENCY_CONTACT 392 Logical view examples © 2007 MicroStrategy.C Logical Tables Project Design Guide Using a logical view for an outer join To perform an outer join for the case described above. The new logical table LVW_EMERGENCY_CONTACT can then be used to define attributes as follows: • Employee: @ID = EMP_ID. E. you can use the following SQL and the list of columns to map to the view: select E.

Now if we run a report with Employee and Emergency Contact attributes. the EMPLOYEE table will be outer joined to the EMERGENCY_CONTACT table. the EMERGENCY_CONTACT table will be joined only when necessary. Inc. This technique is applicable any time that the lookup tables should always be outer joined. LVW_EMERGENCY_CONTACT Child: Employee • Hire Date: @ID = HIRE_DATE Tables: EMPLOYEE (lookup). @[First Name] = CONTACT_FIRST_NAME. Logical view examples 393 . it will be executed against the EMPLOYEE table. and NULLs will be returned for any employees who do not have emergency contacts. LVW_EMERGENCY_CONTACT Child: Employee The Employee attribute is not represented in the original EMERGENCY_CONTACT table and all attributes represented in the EMPLOYEE table are also represented in the LVW_EMERGENCY_CONTACT table. LVW_EMERGENCY_CONTACT Child: Employee • Emergency Contact: @ID = CONTACT_PHONE_NUMBER. EMPLOYEE. © 2007 MicroStrategy.Project Design Guide Logical Tables C • Department: @ID = DEPT_ID Tables: DEPARTMENT (lookup). Also note that if we run a report that includes only the Employee attribute. @[Last Name] = CONTACT_LAST_NAME Tables: EMERGENCY_CONTACT (lookup). The technique does not work when the lookup tables should sometimes be outer joined and sometimes be inner joined.

C Logical Tables Project Design Guide 394 Logical view examples © 2007 MicroStrategy. Inc. .

D D. Each column from your database becomes associated with a MicroStrategy data type. Mapping of external data types to MicroStrategy data types 395 . © 2007 MicroStrategy. Inc. MicroStrategy generalizes them into a set of MicroStrategy-specific data types. As each RDBMS supports a different set of data types. MicroStrategy must be aware of the data types that exist in your database. Mapping of external data types to MicroStrategy data types When you create a project and add tables from your data warehouse to the MicroStrategy Warehouse Catalog. MicroStrategy automatically maps the columns within those tables to MicroStrategy-specific data types. DATA TYPES Introduction To generate SQL or retrieve data from data sources.

and generating the correct syntax for literals.” This allows MicroStrategy to maintain a consistent SQL generation process. a column within that table has a data type of “SMALLINT. Suppose you add a table to the Warehouse Catalog. Data types that may be conceptually the same can have different names. The data type is also used whenever multi-pass SQL is used. in part. refer to MicroStrategy Technical Note TN5200-7X0-0166. as with custom groups. MicroStrategy must map every column brought into the project schema to an internal data type. Inc. Therefore. In your relational database. The MicroStrategy data type stores data values internally and in the metadata repository and is later used during SQL generation when defining intermediate tables.D Data Types Project Design Guide This external-to-internal mapping is necessary. 396 Mapping of external data types to MicroStrategy data types © 2007 MicroStrategy. because each database names data types in different ways.pds) in any way. see the MicroStrategy Advanced Reporting Guide. . It is strongly recommended that you do not alter the mapping file (DTMAPPING. For more information about data marts and custom groups.” MicroStrategy maps this column to a MicroStrategy-specific data type. for example. and data mart tables. For information about how your relational database’s data types are mapped to MicroStrategy data types and the specific mappings that pertain to your RDBMS. “INTEGER.

Similar to ANSI DECIMAL. Decimal Fixed point numbers up to 15 digits of precision. Real 4-byte floating point numbers. Inc. Numeric Fixed point numbers up to 15 digits of precision. Fixed-length bit strings. Similar to ANSI TIME.Project Design Guide Data Types D MicroStrategy data types When the data warehouse catalog is read from the Warehouse Catalog. MicroStrategy data types 397 . Integer Signed integer values. Time Time of day. Data Type Big Decimal Binary Description High-precision fixed point numbers. Similar to ANSI DOUBLE PRECISION. Float 4-byte floating point numbers. Similar to ANSI BLOB. Similar to ANSI NUMERIC. © 2007 MicroStrategy. Similar to ANSI CHAR. Similar to ANSI FLOAT. Similar to ANSI DATE. Similar to ANSI CLOB. Double 8-byte floating point numbers. Timestamp Combinations of calendar date and time of day. Char Fixed-length character strings. Similar to ANSI REAL. all columns in the database are automatically mapped to one of the following MicroStrategy data types. LongVarBin Large strings of bits. Unsigned Unsigned integer values. Similar to ANSI TIMESTAMP. Date Calendar dates. Similar to ANSI INTEGER. Similar to ANSI BIT. LongVarChar Large strings of characters.

which specifies how attribute form values should be displayed on MicroStrategy interfaces. Inc. Format Type Big Decimal Description Information is stored and displayed in the Big Decimal form. The date follows the MM/DD/YYYY format and time follows the HH:MM:SS format. Date Datetime Email HTML Tag Number 398 Format types © 2007 MicroStrategy. If the Warehouse Catalog displays a column with data type as Unknown. it implies that the data type in the database has not mapped to one of the MicroStrategy data types.D Data Types Project Design Guide Data Type Varbin Description Variable-length bit strings. It represents dates in the MM/DD/YYYY format. Similar to ANSI BIT VARYING. You specify the format type of an attribute form in the Form Format: Type drop-down menu in the Attribute Editor. Information is stored and displayed in a number format. For more information about Big Decimal. Information is stored and displayed as dates in a sequential form to perform calculations on the dates. which represents high-precision fixed point numbers. page 400. Similar to ANSI VARCHAR. . Information is stored and displayed as an HTML tag. Information is stored and displayed in the form of an e-mail address. Format types Attribute forms are also associated with a MicroStrategy format type. The attribute form format types are described in the following table. Information is stored and displayed both as date and time in the format specific to the data. see Big Decimal. Varchar Variable-length character strings.

This format type must be compatible with the data type you assigned in the Column Alias tab. Although you have the option to continue by clicking Yes. If you select a format type that is incompatible with the data type and click OK to exit the Attribute Editor. Information is stored and displayed in a text format. JPG. The data type of your column must be consistent with the format type you select because SQL generation issues can occur if the format type and data type are incompatible. you edit the ID form of the Year attribute in the Attribute Editor. Inc. In the Column Alias tab. URL Data type and format type compatibility If you change the MicroStrategy data type of one of the columns in your project—using a column alias. You are warned in the Attribute Editor whenever you have selected a format type that is incompatible with the data type of your column. or GIF.Project Design Guide Data Types D Format Type Picture Text Time Description stored and displayed the form of an image file. doing so can still result in SQL generation issues. Data type and format type compatibility 399 . © 2007 MicroStrategy. such as bitmap. you notice that the Year attribute is assigned an “Integer” data type. you must select an appropriate format type from the Form Format: Type drop-down menu. you create a new column alias and assign it the “Date” data type. However. a warning message appears notifying you of the incompatibility. For example. When you return to the Definition pane in the Attribute Editor. Information is stored and displayed as time in the HH:MM:SS format. This displays only the time and not the date. Information is stored and displayed as either an absolute or a relative Universal Resource Locator. for example—you must also change the format type of the attribute.

Picture Big Decimal Big Decimal is a MicroStrategy-specific data type that allows users to support high-precision attribute ID values that have more than 15 digits of precision. Datetime Number Number Number Number Picture. Text. HTML Tag. Data Type Big Decimal Binary Char Date Decimal Double Float Integer LongVarBin LongVarChar Numeric Real Time Timestamp Unsigned Varbin Varchar Compatible Format Types Big Decimal Number. Text Number Number Time. Text Text. Text depending on data Picture. Different format types are compatible with different data types given the specific data in your column.D Data Types Project Design Guide The following chart is intended to guide you in assigning format types that are compatible with the data type you have assigned to a column. URL. Therefore. URL. Inc. E-mail. such as BIGINT and 400 Big Decimal © 2007 MicroStrategy. HTML Tag Date. some of the data type-format type combinations below may not work with your specific data. E-mail. . Picture Text. Date or Time depending on data Number Picture. Datetime Datetime.

and long integers. MicroStrategy preserves the precision of attribute ID values and attribute ID forms when displaying IDs and performing operations such as filtering. and page-by may not return results. If you do not associate high-precision database fields with the Big Decimal data type. Attribute form: If you change the column data type to Big Decimal on the Column Alias tab in the Attribute Editor.Project Design Guide Data Types D DECIMAL (precision. • • © 2007 MicroStrategy. drilling. see the MicroStrategy Basic Reporting Guide. you may see numbers truncated starting with the 16th digit. You must use the Big Decimal data type to handle these values. scale) data types. Attribute ID: Follow the steps in the topic Defining attributes with high-precision ID forms in the MicroStrategy Desktop online help. The WHERE clause in the report SQL statement in drill reports may truncate numbers starting from the 16th digit. even though 12345678 does not necessarily require the Big Decimal data type. When using the Big Decimal data type. follow the rules listed below: • Constant: You can force a constant to be stored as a Big Decimal value by enclosing it in hash marks. Big Decimal 401 . you can define a filter as "Customer@ID exactly #12345678#". These numeric columns can have more than 15 digits of precision. Examples of such attribute ID values are account numbers. Inc. You can define attributes that are identified by numeric columns in the database. Using the Big Decimal data type With the Big Decimal data type. such as account numbers and other long integers. you must also select Big Decimal as the form format type in the Form format: Type drop-down menu in the Definition tab. because these data values have higher precision and cannot be stored in normal numeric data types. credit card numbers. For example. For more information about these operations. and page-by.

When qualifying on a Big Decimal metric. you must explicitly identify high-precision constants by enclosing the value within hash (#) symbols. Number formatting strings are not supported on the Web. s) columns to the Big Decimal MicroStrategy data type even when the precision is greater than 15. Inc. . 402 Big Decimal © 2007 MicroStrategy. For example. consider the following drawbacks: Precision is lost when any Analytical Engine calculation is performed. or metric values are displayed in Graph view. the metric is subtotaled. #1234567890123456#. Note that the Warehouse Catalog does not automatically map DECIMAL(p. Some number formatting strings are not supported in MicroStrategy Desktop.D Data Types Project Design Guide • Metric: Although it is possible to define Big Decimal as the data type for metric values. s) or NUMERIC(p. the metric is used in a calculated field in a document. This is because Big Decimal should only be used when the column is used as an attribute ID form.

aggregate table A fact table that stores data that has been aggregated along one or more dimensions. MAX. documents. MicroStrategy supports two methods of application-level partitioning: metadata partition mapping and warehouse partition mapping. and prompts are derived from schema objects. filters. COUNT. the application rather than partition the database server manages the partition tables. metrics. Reports and documents can also be created and manipulated in MicroStrategy Web. Examples include SUM. © 2007 MicroStrategy. application-level In application-level partitioning. Inc. templates. aggregate function 403 . Compare database-level partition. custom groups. The definition of application objects such as reports. See pre-aggregation. MIN. All of these objects can be built and manipulated in MicroStrategy Desktop.GLOSSARY aggregate function A numeric function that acts on a column of data and produces a single result. application object An object used to provide analysis of and insight into relevant data. and AVG.

attribute form A mapping to the columns in the warehouse that are used to expression represent a specific attribute form in SQL. February. New York and Dallas are elements of the attribute City. and Year. ID. They provide a means for aggregating and filtering at a given level. City. Every attribute supports its own collection of forms. For example. attribute role A database column that is used to define more than one attribute. Name. . and March are elements of the attribute Month. Last Name.Glossary Project Design Guide attribute A data level defined by the system architect and associated with one or more columns in a data warehouse lookup table. Long Description. Billing City and Shipping City are two attributes that have the same table and columns defined as a lookup table. January. defined by the attribute forms. 404 attribute © 2007 MicroStrategy. Inc. Age. attribute form One of several columns associated with an attribute that are different aspects of the same thing. Item. Customer. Order. attribute relationship See relationship. See also: • • • • • • attribute element attribute form child attribute constant attribute derived attribute parent attribute attribute element A unique set of information for an attribute. and Abbreviation could be forms of the attribute Customer. For example. Attributes include data classifications like Region.

if the results of that report are cached. Results from the data warehouse are stored separately and can be used by new job requests that require the same data. This is normally done for frequently requested reports. whose execution is faster because they need not run against the database. © 2007 MicroStrategy.Project Design Guide Glossary axis A vector along which data is displayed. There are three axes—Row. cache A special data store holding recently accessed information for quick future access. when a user runs a report for the first time. When a user defines a template for a report. and custom groups—along each axis. the job is submitted to the database for processing. However. browse attribute An attribute a user can directly browse to from a given attribute in a user hierarchy. Column. axis 405 . In the MicroStrategy environment. See also: • • column row base fact column A fact column represented by a single column in a fact table. the results can be returned immediately without having to wait for the database to process the job the next time the report is run. dimensions. business intelligence A system that facilitates the analysis of volumes of complex (BI) system data by providing the ability to view data from multiple perspectives. cardinality The number of unique elements for an attribute. and Page. metrics. Inc. consolidations. he places template units—attributes.

the more you stand to gain by creating an aggregate table that pre-calculates the higher-level data. the specific name of the column to be used in temporary tables and SQL statements. a primary key consisting of more than one database column. 3) MicroStrategy object in the schema layer that can represent one or more physical table columns or no columns. 406 child attribute © 2007 MicroStrategy. For example. See also: • • parent attribute relationship column 1) A one-dimensional vertical array of values in a table. compression ratio The average number of child records combined to calculate one parent record. the compression of ratio between monthly data and yearly data is 12:1. See also: • • axis row column alias In a fact definition. compound attribute An attribute that has more than one key (ID) form. . The larger the compression ratio between two attributes. This is used to determine where aggregate tables would have the greatest impact. Inc. Column aliases also include the data type to be used for the fact and allow you to modify the names of existing metrics for use in data mart reports without affecting the original metric. 2) The set of fields of a given name and data type in all the rows of a given table.Glossary Project Design Guide child attribute The lower-level attribute in an attribute relationship. compound key In a relational database.

and analysis. or storage location which stores data that is to be used in MicroStrategy for query. containing the historical data of an enterprise. © 2007 MicroStrategy. Configuration objects include these object types: users. See also data source.Project Design Guide Glossary conditionality Conditionality of a metric enables you to associate an existing filter object with the metric so that only data that meets the filter conditions is included in the calculation. it organizes data and allows coordinated updates and loads. system. conditionality 407 . See also: • • data warehouse OLAP cube source data warehouse 1) A database. and analysis. reporting. Excel files. Inc. Used for decision support or business intelligence. data source A data source is any file. 2) A copy of transaction data specifically structured for query. database login IDs. configuration object A MicroStrategy object appearing in the system layer and usable across multiple projects. A data warehouse can be thought of as one type of data source. typically very large. which refers more specifically to using a database as your data source. Users can navigate through hierarchies of attributes that are defined by the administrator to find the data they need. and OLAP cube sources such as SAP BW. Microsoft Analysis Services 2000 and 2005. and Hyperion Essbase. Other data sources include text files. schedules. Data Explorer A portion of the interface used to browse through data contained in the warehouse. constant attribute See implicit attribute. database instances. reporting.

Database server software running on a particular machine. and other data warehouse specific information. Login ID and password. 2. Use a derived metric to perform column math. Inc. not in the database. .Glossary Project Design Guide database instance 1. Although it is technically possible to have more than one instance running on a machine. there is usually only one instance per machine. on report data after it has been returned from the database. derived attribute An attribute calculated from a mathematical operation on columns in a warehouse table. calculations on other metrics. For example. degradation A type of fact extension in which values at one level of aggregation are reported at a second. It is calculated by Intelligence Server. description column Optional columns that contain text descriptions of attribute elements. that is. Compare allocation. 408 database instance © 2007 MicroStrategy. such as the data warehouse DSN. derived metric A metric based on data already available in a report. A MicroStrategy object created in MicroStrategy Desktop that represents a connection to the warehouse. derived fact column A fact column created through a mathematical combination of other existing fact columns. Age might be calculated from this expression: Current Date–Birth Date Compare implicit attribute. lower attribute level. A database instance specifies warehouse connection information.

For example. For example. a store may decide to reclassify the department to which items belong. entry point In a user hierarchy. See also: • • • • • page-by pivot sort subtotal surf dynamic relationship When the relationship between elements of parent and child attributes changes. a shortcut to an attribute in the Data Explorer which is helpful in allowing users to more easily access frequently-used attributes in the Data Explorer. These changes often occur because of organizational restructuring. entity relationship A diagram that provides a graphical representation of the diagram (ERD) physical structure of the data in the source system.Project Design Guide Glossary drill A method of obtaining supplementary information after a report has been executed. reclassification. which lets you easily recognize tables and columns and the data stored in those columns. © 2007 MicroStrategy. or the addition. or discontinuation of items or services. viewing the list of months in a year. drill 409 . element browsing Navigating through hierarchies of attribute elements. Inc. geographical realignment. The new data is retrieved by re-querying the Intelligent Cube or database at a different attribute or fact level. entry level The lowest level set of attributes at which a fact is available for analysis.

A filter is normally implemented in the SQL WHERE clause. 410 extraction. Multiple qualifications in a single filter are combined using logical operators. or inventory quantities in counts. fact column A column in a database table that contains fact data. loading (ETL) 2) Third-party software used to facilitate such a process. or sales in dollars. 2) A schema object representing a column in a data warehouse table and containing basic or aggregated numbers—usually prices. fact 1) A measurement value. Fact expressions can be as simple as a fact column name from the warehouse or as sophisticated as a formula containing fact columns and numeric constants. A filter is composed of at least one qualification. often numeric and typically aggregatable. transformation. fact table A database table containing numeric data that can be aggregated along one or more dimensions. . stored in a data warehouse. fact expression A mapping of facts to physical columns in the warehouse. Using a filter on a report narrows the data to consider only the information that is relevant to answer your business question. and disparate existing database systems. filter A MicroStrategy object that specifies the conditions that the data must meet to be included in the report results. since a report queries the database against all the data stored in the data warehouse. 1) The process used to populate a data warehouse from transformation. Facts can have multiple fact expressions.Glossary Project Design Guide extraction. Examples include "Region = Northeast" or "Revenue > $1 million". which is the actual condition that must be met for the data to be included on a report. Fact tables can contain atomic or summarized data. See also metric. and loading (ETL) © 2007 MicroStrategy. Inc.

but the description columns are present as well. For example. For example. hierarchy A set of attributes defining a meaningful path for element browsing or drilling. The order of the attributes is typically—though not always—defined such that a higher attribute has a one-to-many relationship with its child attributes. A form group must be created to create a compound key. ID column A column that contains attribute element identification codes. one column named Customer in one table and one named Customer Name in a different table. though. You do not have to actually create the column. form group 411 © 2007 MicroStrategy. you may wish to create columns in the database with a value of 1 for every row to get around COUNT limitations. both containing customer names. homogeneous column Columns in different tables of a database that contain the naming same data and have the same column name. which identifies that an attribute form requires more than one ID column to uniquely identify its elements. Such an attribute has its expression defined as a constant value. All attributes must have an ID column.Project Design Guide Glossary form group A grouping of attribute forms that are related in a way that justifies combining the forms into a single form. though nothing is saved in a column. Inc. highly denormalized Schema type where not only are higher-level attribute ID schema columns present within all related tables. . implicit attribute An attribute that does not physically exist in the database because it is created at the application level. because in the Attribute Editor. heterogeneous column Columns in different tables in a database that store the same naming data but have different names. See also compound key. highly normalized Schema type where lookup tables contain unique schema developer-designed attribute keys.

Implicit attributes are useful in analyzing and retrieving information. where you can sum the column holding the constant to create a COUNT. lookup table A database table used to uniquely identify attribute elements. consider the relationship between three attributes: promotion. joint children Joint child relationships are another type of many-to-many relationship where one attribute has a many-to-many relationship to two otherwise unrelated attributes. locked hierarchy A hierarchy that has at least one attribute that may not be browsed by end users. which arranges data for efficient database use. Lookup tables are usually joined to fact tables to group the numeric facts in the fact table by dimensional attributes in the lookup tables. you can use constant attributes to create a COUNT to keep track of the number of rows returned. Hierarchies are usually locked if there are so many attribute elements that element browsing is not usable. logical data model A graphical representation of data that is arranged logically for the general user.For example. . promotion has a many-to-many relationship to both item and quarter. but like facts. An example of a promotion might be a “Red Sale” where all red items are on sale. These relationships can be modeled and conceptualized like traditional attributes. and quarter. In this case. When analyzing data. You can use constant attributes when building metrics. 412 joint children © 2007 MicroStrategy. They typically consist of descriptions of dimensions.Glossary Project Design Guide you can just enter a “1” in the expression to create a count. A business might run this promotion around Valentine's Day (Q1) and again at Christmas time (Q4). as opposed to the physical data model or warehouse schema. they exist at the intersection of multiple attribute levels. item. Inc. Any constant is acceptable. Compare derived attribute.

See also: • • • • one-to-one one-to-many many-to-many relationship metadata A repository whose data associates the tables and columns of a data warehouse with user-defined attributes and facts to enable the mapping of the business view. which is created by the system and stored in a separate system folder. and needs to the underlying database structure. managed object 413 . Query Builder. many-to-many An attribute relationship in which multiple elements of a parent attribute can relate to multiple elements of a child attribute. It can even be held in a different RDBMS. and vice versa. See also: • • • • one-to-one one-to-many many-to-one relationship many-to-one An attribute relationship in which (1) multiple elements of a parent attribute relate to only one element of a child attribute. metrics. See also metadata shell. hierarchies and other schema objects for Freeform SQL.Project Design Guide Glossary managed object A schema object unrelated to the project schema. and OLAP cube reports. terms. © 2007 MicroStrategy. and (2) every element of the child attribute can relate to multiple elements of the parent. Inc. Managed objects are used to map data to attributes. Metadata can reside on the same server as the data warehouse or on a different database server.

object Conceptually. multithreaded Characteristic of a process that supports the simultaneous execution of multiple threads. facts. Narrowcast Server is a proactive information delivery server that allows for this distribution of information through e-mail. the process terminates. See also fact. More concretely. reports. SMS. 414 metadata shell © 2007 MicroStrategy. When the primary thread terminates. moderately normalized Schema type having the same basic structure as the highly schema normalized schema. and so on. narrowcast application In a business intelligence environment. MOLAP Multidimensional online analytical processing. The startup code initiates the primary thread of a process by passing the main function address to the operating system. an application that allows for the distribution of personalized business information to subscribed users. For example: sum(dollar_sales) or [Sales] . file services. In MicroStrategy. See also metadata.[Cost] 2) The MicroStrategy object that contains the metric definition. used by the user to achieve the goal of specified data analysis. metrics. and mobile devices. attributes. . or other metrics. an object is the highest grouping level of information about one concept. including folders. an object is any item that can be selected and manipulated. metric 1) A business calculation defined by an expression built with functions.Glossary Project Design Guide metadata shell A set of blank tables that are created when you initially implement a MicroStrategy business intelligence environment. Inc. printers. but here the higher-level attribute ID columns are present within all related tables. facts.

while every element of the child attribute relates to only one element of the parent. You can import and map data from these different OLAP cube sources in MicroStrategy to query. See also OLAP cube source. See also: • • OLAP cube data source one-to-many An attribute relationship in which every element of a parent attribute can relate to multiple elements of a child attribute. Microsoft Analysis Services. MicroStrategy can integrate with OLAP cube source data as well as access data from a relational database concurrently. the third-party tools SAP BW. The one-to-many attribute relationship is the most common in data models. and analyze data with MicroStrategy. and Hyperion Essbase are referred to as OLAP cube sources. which is imported into MicroStrategy and mapped to various objects to allow query. Inc. OLAP cube 415 . See also: • • • • one-to-one many-to-many many-to-one relationship © 2007 MicroStrategy. reporting.Project Design Guide Glossary OLAP cube An OLAP cube is a collection or set of data retrieved from an OLAP cube source. report on. and analysis on the data. OLAP cube source When integrated with MicroStrategy.

databases or mainframes that store transactional processing (OTLP) data. and profit analysis. See also: • • • • one-to-many many-to-one many-to-many relationship online analytical A system with analytical processing that involves activities processing (OLAP) such as manipulating transaction records to calculate sales trends. See also: • • • • • drill pivot sort subtotal surf 416 one-to-one © 2007 MicroStrategy. withdrawals.Glossary Project Design Guide one-to-one An attribute relationship in which every element of the parent attribute relates to exactly one element of the child attribute. inventory. page-by Segmenting data in a grid report by placing available attributes. only a slice of the cube can be seen at any one time. Inc. consolidations. percent to total contributions. By varying the selection of elements. or deposits. The slice is characterized by the choice of elements on the Page axis. and vice versa. Since a grid is two-dimensional. trend reporting. Transactional processing involves the simple recording of transactions such as sales. and metrics on a third axis called the Page axis. online transaction Typically. growth patterns. . the user can page through the cube.

© 2007 MicroStrategy. partitions improve the speed and efficiency of database queries. See also partition mapping. See also: • • child attribute relationship partial relationship An attribute relationship in which elements of one attribute relate to elements of a second attribute. such as time or geography. partition mapping The division of large logical tables into smaller physical tables based on a definable data level. such as month or department.Project Design Guide Glossary parent attribute The higher-level attribute in an attribute relationship with one or more children. Inc. while the opposite is not necessarily true. See also: • • • • relationship one-to-many many-to-one many-to-many partition base table A warehouse table that contains one part of a larger set of data. Partitions minimize the number of tables and records within a table that must be read to satisfy queries issued against the warehouse. Partition tables are usually divided along logical lines. By distributing usage across multiple tables. parent attribute 417 . Also referred to as a PBT.

consolidations) on different axes. Also. 418 partition mapping table © 2007 MicroStrategy. Narrowcast Server. Inc. See also: • • partition base table partition mapping physical warehouse A detailed graphic representation of your business data as it schema is stored in the data warehouse. Web. to reconfigure a grid report by interchanging row and column headers. pivot To reconfigure data on a grid report by placing report objects (attributes. when the Intelligence Server machine receives a network call from a client (Desktop. . For example. and so on). It organizes the logical data model in a method that make sense from a database perspective. See also schema. See also: • • • • • drill page-by sort subtotal surf port number The port number is how a server process identifies itself on the machine on which it is running. and hence the associated data. Subset of cross-tab.Glossary Project Design Guide partition mapping table A warehouse table that contains information used to identify the partitioned base tables as part of a logical whole. it knows to forward those calls to the Intelligence Server port number that is specified in the call. Also referred to as a PMT. metrics. Command Manager.

the Catalog Server uses it to obtain table sample values and row counts. filters. and user community. Inc. Processes use temporary private address spaces and control operating system resources such as files. dynamic memory allocations. or the calculation of numeric data at a specific attribute level. metrics. project 1) The highest-level intersection of a data warehouse. pipes.Project Design Guide Glossary pre-aggregation Aggregation. and functions. A server project source is a 3-tier connection to a MicroStrategy Intelligence Server. process An executing application comprising one or more threads. See also: • • aggregate table aggregation prefix A prefix is stored in the project metadata associated with a table or tables and is used by the Engine to generate SQL. The project object is specified when requesting the establishment of a session. project source Defines a connection to the metadata repository and is used by various MicroStrategy products to access projects. © 2007 MicroStrategy. Also. and synchronization objects. as defined in (1). with the results stored in an aggregate table. containing reports. that is completed before reports are run. 2) An object containing the definition of a project. See also table name space. One project source can contain many projects and the administration tools found at the project source level are used to monitor and administer all projects in the project source. it should match the name space field since it is used to qualify on a specific table belonging to a certain owner or name space. pre-aggregation 419 . In most cases. A direct project source is a two-tier connection directly to a metadata repository. metadata repository. Prefixes can be defined and modified from the Warehouse Catalog interface.

and OR NOT. A typical example with a filter is choosing a specific attribute on which to qualify. amount. Examples include "Region = Northeast" or "Revenue > $1 million". a window requesting user input. 2) In general.” qualification The actual condition that must be met for data to be included on a report. thus defining associations between them. See also cardinality. You can create multiple qualifications for a single filter or custom group. quality relationship The relationship between a parent attribute and two or more “joint child” attributes. OR. and then set how to combine the qualifications using the logical operators AND. relate table A table containing the ID columns of two or more attributes. update. The parent attribute is referred to as a “quality” because its definition is complete only with the intersection of its joint children. Inc. .Glossary Project Design Guide prompt 1) MicroStrategy object in the report definition that is incomplete by design. The leading RDBMS products are Oracle. The user is asked during the resolution phase of report execution to provide an answer that completes the information. A relational database is a collection of data items organized as a set of formally-described tables from which data can be accessed or reassembled in many different ways without having to reorganize the database tables. relational database A relational database management system (RDBMS) is a management system program that lets you create. and administer a relational database. or size between the cardinalities of related attributes. 420 prompt © 2007 MicroStrategy. ratio The relationship in quantity. Qualifications are used in filters and custom groups. IBM DB2 and Microsoft SQL Server. as in “type login ID and password at the prompt. AND NOT.

analyze that data. City is a child attribute of State.Project Design Guide Glossary relationship An association specifying the nature of the connection between one attribute (the parent) and one or more other attributes (the children). and then present it in a visually pleasing manner. For example. a report allows users to query for data. relationship 421 . See also: • • filter template report creation The process of building reports from existing. report design The process of building reports from basic report components using the Report Editor in MicroStrategy Desktop or MicroStrategy Web. Inc. predesigned reports in MicroStrategy Desktop or in MicroStrategy Web. © 2007 MicroStrategy. See also: • • • • • • • • parent attribute child attribute partial relationship quality relationship one-to-one one-to-many many-to-one many-to-many report The central focus of any decision support investigation.

facts. Inc. functions. The attribute and fact columns in those tables are considered part of the schema itself. server definition A MicroStrategy object stored in the metadata containing information about the configuration of an Intelligence Server. shortcut object A MicroStrategy object that represents a link to any other MicroStrategy object such as report. .Glossary Project Design Guide row The horizontal axis of a report. a primary key that requires only one column to uniquely identify a record within a table. that relates the information in the logical data model and physical warehouse schema to the MicroStrategy environment. server instance The combination of an Intelligence Server running with a particular server definition. These objects are developed in MicroStrategy Architect. filter. partition mappings. schema object A MicroStrategy object created. which can be accessed from MicroStrategy Desktop. tables. hierarchies. the schema defines the tables. and transformations. 2) The layout or structure of a database system. usually by a project designer. metric. In relational databases. operators. Schema objects directly reflect the warehouse structure and include attributes. See also: • • axis column schema 1) The set of tables in a data warehouse associated with a logical data model. simple key In a relational database. and the relationships between fields and tables. 422 row © 2007 MicroStrategy. the fields in each table. and so forth.

Project Design Guide Glossary sort Arranging data according to some characteristic of the data itself (alphabetical descending. star schema A highly denormalized physical warehouse schema in which lookup tables are consolidated so that every attribute ID and description column for a given hierarchy exists in one table. numeric ascending. subtotal A totaling operation performed for a portion of a result set. Structured Query The query language standardized in 1986 by the American Language (SQL) National Standards Institute (ANSI) and used to request information from tables in a relational database and to manipulate the tables’ structure and data. See also: • • • • • drill page-by pivot subtotal surf source system Any system or file that captures or holds data of interest. See also: • • • • • © 2007 MicroStrategy. statistics tables Tables that are used to record a variety of statistical information about the usage and performance of a MicroStrategy system. Inc. and so forth). drill page-by pivot sort surf sort 423 .

metrics. table name space A field that is read from the warehouse catalog and used to organize databases. See also: • • • • • drill page-by pivot sort subtotal system hierarchy The superset hierarchy containing all attributes in a project. table size The estimated size of a database table in terms of number of rows. Compare user hierarchy. metrics. 424 surf © 2007 MicroStrategy. and functions to existing analysis objects. The layout and format of these objects are defined within the template's view definition. attribute elements. Unlike a browse hierarchy. attributes. custom groups. Each table object in the metadata stores the name space or owner from which it came. it is not explicitly created but is automatically deduced by the MicroStrategy platform from all information available to it. This field cannot be modified from the product since it is actually stored in the warehouse.Glossary Project Design Guide surf To add filters. Inc. template The data definition portion of the template consists of the group of objects (attribute. and so on) that defines the columns of data to be included in the result set. . This is needed to uniquely identify each table saved in the project when comparing table information in the metadata to the real one in the warehouse.

a metric calculates total sales. threshold Used to create conditional formatting for metric values. Unlike a physical cube. Although the vast majority are based on time. if revenue is greater than $200. arranged in specific sequences for a logical business organization. Time transformations are used in metrics to compare values at different times. multidimensional representation of data. such as this year versus last year or current date versus month-to-date. Inc. but a definition of the virtual cube structure is stored in MicroStrategy metadata. a virtual cube does not perform data retrieval and consequently lacks the performance problems and size limitations associated with a physical cube. 2) The result of mapping a logical data model to an OLE DB for OLAP multidimensional model after hierarchies and metrics have been selected from a project. applying an offset value. such as defunct product codes to new ones. format that cell to have a blue background with bold type. transformation metric An otherwise simple metric that takes the properties of the transformation applied to it. such as current month minus one month. © 2007 MicroStrategy. a transformation can also map different objects. Add a transformation for last year and the metric now calculates last year’s total sales. user hierarchy A named set of attributes and their relationships. For example.Project Design Guide Glossary transformation A schema object that maps a specified time period to another time period. virtual cube 1) In an OLAP data model. A virtual cube maps MicroStrategy objects such as hierarchies and metrics to OLE DB for OLAP objects. For example. a conceptual. transformation 425 . No physical cube is created or loaded. They are user-defined and are used to define the browse and drill relationships between attributes.

Inc.Glossary Project Design Guide 426 virtual cube © 2007 MicroStrategy. .

180 allocation expression 121 Analysis Services 2000 catalog 339 connecting to 337 DSI 339 metadata models 317 relating objects to MicroStrategy 317 URL 339 Analysis Services 2000 to MicroStrategy cube 319 database 318 database instance 338 dimension 319. 212 aggregate function defined on 247 aggregate table defined on 241 advantages 242 base table 244 compression ratio 248 effectiveness 248 integrate into project 249 logical table size 249 parent-child relationship 246 pre-aggregation 243 query frequency 246 aggregate-aware 249 aggregation defined on 243 degree of 244 dense 244 dynamic 243 sparse 244 alias attribute column 156 © 2007 MicroStrategy. 320 level 321 member property 321 relating objects 317 Analysis Services 2005 catalog 342 connecting to 340 DSI 342 hierarchy 326 relating objects to MicroStrategy 322 URL 342 427 . fact column 96. 105 table 178.INDEX A accessing Project Creation Assistant 78 Warehouse Catalog 219 adding tables to a project 79 aerial perspective of hierarchy 200. Inc.

heterogeneous mapping 153 identifying 30 implicit. time-series 257 application for Essbase 313 application-level partition defined on 251 architecture. See attribute element. 164 MicroStrategy to Analysis Services 2000 321 MicroStrategy to Analysis Services 2005 326 MicroStrategy to Essbase 315 MicroStrategy to SAP BW 307 multiple counting in relationship 166 nonrelated 161 one-to-many relationship 160 one-to-one relationship 160 overview 22 parent 24 properties 127. See report display form and browse form. MicroStrategy 294 atomic defined on 244 attribute defined on 10 Attribute Creation Wizard 129 Attribute Editor 135 browse form 190 cardinality 35 child 24 column alias 156 component.Index Project Design Guide Analysis Services 2005 to MicroStrategy cube 322 database 323 database instance 341 dimension 325 level 326 member 326 member property 327 perspective 324 relating objects 322 analysis. expression 127 filtering in a hierarchy 203 form. See attribute role. 428 . simple expression 148 system hierarchy 159 attribute component. See attribute relationship. 128 qualification 253 ratio 35 relationship. compound 183 compound key 184 creating in Project Creation Assistant 130 creating using Attribute Editor 136 cross-dimensional. derived attribute 150 derived expression 150 display 189 element. See attribute form. Inc. See joint-child relationship. Attribute Creation Wizard about 129 using 130 Attribute Editor about 135 creating attribute forms 146 creating attributes 136 updating hierarchies 197 attribute element defined on 23 about 140 © 2007 MicroStrategy. attribute constant 155 in hierarchy 25 joint child relationship 171 many-to-many relationship 160. See report display form and browse form. report display form 190 role.

. 180 authenticating OLAP cube reports 297 automatic attribute role recognition 177 about 207 enabling in a hierarchy 209 building a logical data model 26 business intelligence (BI) system defined on 1 C calculating growth percentage 257 variance 257 calculating logical table sizes 231 cardinality for an attribute 35 Cartesian join 159 catalog for Analysis Services 2000 318 for Analysis Services 2005 323 for Essbase 313 for SAP BW 304 SQL 234 category. Inc. See hierarchy. attribute form 307 characteristic value 307 characteristics. 223 base fact column 47 data type.Project Design Guide Index for Analysis Services 2000 321 for Analysis Services 2005 326 for Essbase 316 for SAP BW 307 overview 23 attribute form defined on 37 creating using Attribute Editor 146 display 189 expression 147 for Analysis Services 2000 321 for Analysis Services 2005 327 for Essbase 316 for SAP BW 307 group 186 qualification 253 attribute relationship defined on 24 about 159 as property of attribute 127 identifying 31 in lookup table 44 overview 24 attribute role defined on 175 automatic recognition 179 automatic recognition of 177 explicit table alias 178. derived fact 47 description 41 fact 41 heterogeneous naming 49 homogeneous naming 50 ID 41 physical warehouse schema 40. 41 column alias attribute 156 429 B base fact column 47 base table defined on 244 pre-aggregation 243 BI architecture 2 browse attribute 207 form 190 browsing © 2007 MicroStrategy. See column data type. column defined on 41. SAP BW 300 child attribute 24 class. See hierarchy. characteristic attribute vs.

data provider. . See joint child relationship. 209 data model. cube 319 for Analysis Services 2000 319 for Analysis Services 2005 324 for Essbase 314 for SAP BW 304 mapping 349 customizing catalog SQL 233 D Data Explorer defined on 209 about 209 enabling hierarchy browsing 196.Index Project Design Guide fact 96. See database instance. 105 column data type changed 240 manually setting for OLAP cube 352 compound attribute defined on 183 creating 184 compound key defined on 42 and compound attributes 184 compound metric. data slice 253 data source defined on 6 data type and mapping 395 Big Decimal 400 changed in column 240 high-precision 400 warehouse catalog 397 data warehouse defined on 5 and physical schema 39 connecting to 72 schema type 51 structure 51 Warehouse Catalog 218 database 323 connection operations 227 custom login 227 gateway support 225 instance. creating for OLAP cube 359 compression ratio defined on 248 Configuration Wizard 71 connecting to a database 227 to Analysis Services 2000 337 to Analysis Services 2005 340 to Essbase 334 to SAP BW 327 consolidating lookup tables 58 constant attribute 155 creating attributes 136 compound attributes 184 compound metric for OLAP cube 359 facts 87 logical data model 26 project 75 creating hierarchies 194 cross product join 116 cross-dimensional attribute. See project source. read operations 227 secondary 225 database instance defined on 67 for Analysis Services 2000 338 for Analysis Services 2005 341 for Essbase 335 for SAP BW 329 for SAP BW (UNIX/Linux) 333 database management system 233 degradation defined on 118 dense aggregation 244 derived 430 © 2007 MicroStrategy. See logical data model. Inc.

member 316 relating objects 311 ETL. and loading. 315 level 315 © 2007 MicroStrategy. See extraction. See MicroStrategy Desktop. attribute 140 entity relationship diagram (ERD) defined on 29 entity. 105 creating 87 cross product join 116 degradation defined on 118 derived 99 derived fact column 47 disallowing 122 expression 98 extension 107 Fact Creation Wizard 88 fact definition 96. 315 for SAP BW 306 See also hierarchy. 180 expression map 98 expression. direct access approach 292 disallowing fact entry level 122 drilling using hierarchies 209 dynamic aggregation 243 dynamic relationship defined on 247 E element. 6 F fact defined on 85 allocation expression 121 base fact column 47 column defined on 41 column alias 96. fact 98 expression-based transformation 259 creating 261 member expressions 264 member tables 263 extension. dimension for Analysis Services 2000 319. entry level defined on 87 entry point 205 ERD. See entity relationship diagram. and loading (ETL) process defined on 4. Inc. 97 Fact Editor 88. transformation. See hierarchy. example data model sample 26 physical schema 289 project 267 table data sample 225 explicit table alias 178.Project Design Guide Index attribute 150 fact 99 fact column 47 description column defined on 41 Desktop. 320 for Analysis Services 2005 325 for Essbase 314. transformation. Essbase catalog 337 connecting to 334 database instance 335 DSI (DataSourceInfo) 336 metadata models 311 relating objects to MicroStrategy 311 URL 336 Essbase to MicroStrategy application 313 database 313 dimension 314. level 107 extraction. 92 fact entry level 87 431 .

Index Project Design Guide fact relation 114 heterogeneous fact column 102 identifying 29 implicit 99 in hierarchy 25 level extension 96. 200. 209 Attribute Editor 197 attribute filter 203 attributes in 25 browse attribute 207 browsing 207 browsing. fact column defined on 41 base 47 derived 47 heterogeneous 102 Fact Creation Wizard 88 Fact Editor 88. 93 fact expression 98 fact table defined on 86 column naming 51 in a warehouse 46 level 48 overview 21 filtered hierarchy 203 flag 172 form attribute form 143 expression 147 group 186 G gateway support for database 225 growth percentage calculation 257 H heterogeneous attribute mapping 153 column naming defined on 49 432 fact column 102 partition mapping 252 hierarchy defined on 193 aerial perspective 212 and the Data Explorer 196. See fact table. enabling 209 creating 194 defining 32 displaying 201 drilling 209 entry point 205 facts in 25 filtering attributes in 203 for Analysis Services 2000 320 for Analysis Services 2005 326 for Essbase 315 for SAP BW 306 Hierarchy Editor 198. Inc. 210 Hierarchy Viewer 200 in a logical data model 25 in SAP BW 300 limited 202 locked 201 organization 198 Project Creation Assistant 197 ragged 355 See also dimension. 107 overview 21 table 46 table relation 110 table. structure 199 system hierarchy 197 unbalanced 355 user hierarchy 197 Hierarchy Editor 198. . 200. 210 Hierarchy Viewer 200 © 2007 MicroStrategy.

304 InfoObjects 299 InfoProviders 299 international technical support xxiii J Java Connector 328. Inc. 344 InfoCube 303. cross product 116 joint child attribute transformation metrics 265 joint child relationship 171 joint children defined on 171 for Analysis Services 2005 326 for Essbase 315 virtual 306 limited hierarchy 202 locating OLAP cubes 348 locked hierarchy defined on 201 logical data model defined on 17 attributes in 24 building 26 cardinality 35 conventions 33 design factors 59 for MicroStrategy Tutorial 271. 280 ratio 35 sample 26 schema type 51 source of structure 29 unique identifier 34 Logical Table Editor 250 logical table size 249 login.Project Design Guide Index highly denormalized schema 57 higher level lookup tables 58 highly normalized schema 52 homogeneous column naming 50 partition mapping 252. custom 227 lookup table defined on 43 attribute relationships and 44 consolidating 58 many-to-many relationship 44 one-to-one relationship 44 K key compound 42 figures 300 simple 42 M managed object 349 managed objects OLAP cubes 348 many-to-many relationship defined on 160 design considerations 164 example 32 lookup table 44 relate table 45 many-to-many transformation 433 L level extension 107 for Analysis Services 2000 321 © 2007 MicroStrategy. See Essbase. 254 Hyperion Essbase. 330 join. . I implicit attribute 155 fact 99 importing OLAP cubes 343.

See Analysis Services 2005. See Analysis Services 2000. tables 263 member property for Analysis Services 2000 321 for Analysis Services 2005 327 metadata defined on 8 connecting to 72 shell 65 table 71 metadata model Analysis Services 2000 317 Essbase 311 SAP BW 302 metadata partition mapping attribute qualification 253 data slice 253 overview 251 versus warehouse partition mapping 255 metadata shell defined on 65 metric creating compound metrics for OLAP cube data 359 creating with custom MDX 359 prompts within custom MDX 366 removing compound metrics from OLAP cubes 368 transformations 258 Microsoft Analysis Services 2000. See MultiDimensional Expressions. Microsoft Analysis Services 2005. MicroStrategy Project Builder. See member property. MicroStrategy to Analysis Services 2000 317 attribute 321 attribute element 321 attribute form 321 catalog 318 cube 319 dimension 320 hierarchy 320 MicroStrategy to Analysis Services 2005 322 attribute 326 attribute element 326 attribute form 327 catalog 323 cube 324 dimension 325 hierarchy 326 MicroStrategy to Essbase 311 434 © 2007 MicroStrategy. See Project Builder. MicroStrategy architecture 294 object model 7i 295 object model 8 296 MicroStrategy Desktop 11 MicroStrategy metadata. member attributes 263 expressions 263 for Analysis Services 2000 321 for Analysis Services 2005 326 for Essbase 316 property. See metadata. .Index Project Design Guide and table-based transformations 259 double-counting 264 mapping OLAP cubes 343 OLAP cubes examples 358 schema objects in Warehouse Catalog 231 mapping type about 264 many-to-many 264 one-to-one 264 MDX. Inc.

55 © 2007 MicroStrategy. 280 physical warehouse schema 281 schema. 435 . MultiDimensional Expressions about 291 remapping objects 356 multiple counting 164 MultiProviders 299 O object models in MicroStrategy 7i 295 in MicroStrategy 8 296 using SAP direct access 296 object. See logical data model.Project Design Guide Index attribute 315 attribute element 316 attribute form 316 catalog 313 cube 314 dimension 314 hierarchy 315 MicroStrategy to SAP BW 302 attribute 307 attribute element 307 attribute form 307 catalog 304 cube 304 dimension 306 hierarchy 306 MicroStrategy Tutorial 267 data model. 343 OLAP Cube Editor 349 OLAP cube reports authentication 297 managed objects 348 OLTP 3 one-to-many relationship defined on 160 example 31 relate table 45 N nonrelated attributes 161 normalized schema 53. See OLAP cube. general 280 view physical schema 289 MicroStrategy Web Universal 13 migrating tables 232 moderately normalized schema 54 MOLAP defined on 242 multidimensional data model. viewing 279 logical data model 271. user 10 ODS object 299 OLAP BAPI certification 293 Cube Catalog 309 Cube Editor 349 cube. Inc. OLAP cube defined on 343 creating compound metrics 359 creating metrics with custom MDX 359 importing 344 integration 292 manually setting column data type 352 mapping 349 prompts within custom MDX metrics 366 remapping 356 removing 347 removing compound metrics 368 searching for 348 source 291 unbalanced and ragged hierarchies 355 OLAP Cube Catalog 309.

See partition base table. See OLTP. 80 aggregate table. 197 project source defined on 65 connecting to 72 creating 77 prompt. perspective 324 physical warehouse schema defined on 39 design factors 59 for MicroStrategy Tutorial 281 sample 289 planning a project 76 PMT. See joint child relationship. online transaction processing. in metrics with custom MDX 366 properties for SAP BW 311 Q qualification for an attribute form 253 quality.See ODS object. 255 partition mapping defined on 250 application-level 251 attribute qualification 253 data slice 253 heterogeneous 252 homogeneous 252. defined on 255 types 251 warehouse 254. P parent attribute 24 parent-child relationship 246 dynamic 247 overview 25 static 247 partition base table defined on 251. See project source tables. © 2007 MicroStrategy. .Index Project Design Guide one-to-one relationship defined on 160 lookup table 44 online analytical processing. 80 removing tables from 80 sample project 267 schema 216 source. 436 pre-aggregation defined on 243 aggregate table 241 base table 244 compression ratio 248 integrate aggregate table 249 logical table size 249 parent-child relationship 246 query frequency 246 prefix 230 project defined on 14 adding tables to 79. integrating 248 creating 75 data warehouse 79 integrating aggregate tables 248 managing tables for 220 planning 76 Project Builder 74 Project Creation Assistant 78. managing 220 Warehouse Catalog 79 warehouse tables in 79 Project Builder 74 Project Creation Assistant 77. 255 PBT. See partition mapping table. opening Project Creation Assistant 78 Warehouse Catalog 219 Operational Data Store object. Inc. 255 partition base table 255 server-level 251 table 222. 254 metadata 251. See OLAP.

343 query cubes 299 relating objects to MicroStrategy 302 SAP. 304 relating objects 302 virtual level 306 SAP.Project Design Guide Index query cubes 299 query frequency 246 R ragged hierarchy 355 ratio for an attribute 35 RDBMS defined on 5 server-level partitioning 251 read operations for database 227 relate table 45 related attributes.sh 331 structures 311 terminology 298 variable properties 309 variables 300. 437 . See RDBMS. 308 SAP BW to MicroStrategy characteristic attribute 307 characteristic value 307 characteristics 305 hierarchy 306 InfoCube 303.sh. Inc. 333 hierarchies 300 InfoObjects 299 InfoProviders 299 Java Connector 328. 330 key figures 300 mapping cubes 349 metadata models 302 OLAP Cube Catalog 309. relating objects to MicroStrategy from Analysis Services 2000 317 from Analysis Services 2005 322 from Essbase 311 from SAP BW 302 relation. fact 114 relational database management system. See attribute relationship. configuring 331 schema for project 216 highly denormalized 57 highly normalized 53 MicroStrategy Tutorial project 280 moderately normalized 55 object 14 physical warehouse defined on 39 star 58 © 2007 MicroStrategy. relationship dynamic 247 many-to-many 164 parent-child 246 relate table 45 static 247 remapping OLAP cubes 356 removing compound metric from OLAP cube 368 OLAP cube 347 table from project 80 report display form 190 row count for table 230 S SAP BW characteristics 300 connecting to 327 on UNIX/Linux 330 on Windows 328 database instance 329.

44 managing for a project 221 migrating 232 name space 222. 28 sparse aggregation 244 SQL defined on 5 attributes and columns in 22 catalog 233 default catalog SQL 239 facts and columns in 21 star schema 58 static relationship defined on 247 structure in SAP BW query cube 311 of hierarchy 199 of table 222 Structured Query Language. 5. 86 key 42 Logical Table Editor 250 lookup 43. See technical support. See schema type. .Index Project Design Guide type. summary table 241 support. See joint child relationship. Inc. time-series analysis 257 transformation defined on 258 components 263 double-counting 264 expression-based 259. 180 calculating logical sizes 231 calculating size 231 compound key 42 fact table defined on 46. See SQL. defined on 197 T table adding to a project 79 aggregate 241 alias 178. updating 217 schema type 51 comparison 60 searching for OLAP cubes 348 server-level partitioning 251 simple expression 148 key 42 source system defined on 3. 228 name spaces 230 physical warehouse schema 40 prefixes 230 primary key 42 relation 110 row counts 230 sample data 225 simple key 42 size defined on 249 summary 241 transformation 259 updating structure 223 viewing structure 222 warehouse tables in Project Creation Assistant 79 table-based member expressions 264 transformations 259 creating 260 member tables 263 technical support xxv international xxiii text fact. system hierarchy 159. 261 many-to-many 259 mapping types 264 member attributes 263 member expressions 263 member tables 263 438 © 2007 MicroStrategy.

Inc. setting 311 supporting 308 variance calculation 257 viewing sample data model 279 sample table data 225 sample warehouse schema 289 table structure 222 virtual level 306 U unbalanced and ragged hierarchy 355 unique identifier 34 UNIX/Linux. See fact expression. connecting to SAP BW 330 updating project schema 217 updating table structure 223 URL for Analysis Services 2000 339 for Analysis Services 2005 342 for Essbase 336 user defined object. user hierarchy defined on 197 browse attribute 207 browsing 207 browsing. See transformation metric. enabling 209 creating 194 displaying 201 drilling 209 entry point 205 filtering attributes in 203 limited 202 locked 201 structure 199 user object 10 using attribute form vs characteristic attribute 158 © 2007 MicroStrategy. 260 transformation metric defined on 258 joint child attributes 265 troubleshooting column data type changed 240 column missing 241 data warehouse connection 239 tables missing 240 V variables overview 300 properties.Project Design Guide Index metric. metrics 258 one-to-one mapping types 264 table-based 259. W Warehouse Catalog accessing 219 column missing 241 connection operations 227 data types 240 database gateway support 225 default catalog SQL 239 displaying information 230 managing 221 mapping schema objects 231 read operations 227 troubleshooting 239 updating table structure 223 usage and settings 218 viewing table structure 222 warehouse partition mapping overview 254 partition base table 255 partition mapping table 255 versus metadata partition mapping 255 warehouse table in Project Creation Assistant 79 439 .

Inc. .Index Project Design Guide warehouse. 281 Windows. physical schema defined on 39. connecting to SAP BW 327 X XMLA 293 Analysis Services 2000 317 Analysis Services 2005 322 Essbase 312 provider for Analysis Services 2000 338 provider for Analysis Services 2005 341 provider for Essbase 335 440 © 2007 MicroStrategy.

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