Creating Sales Analysis Model

Cognos 10 BI Framework Manager Beginner’s Guide Part I

This is another document from “Cognos for Beginner’s” Series. The documents briefs about basic of Cognos Framework Manager and the steps to build the Data Model for Sales Analysis reports in Framework manager. Join our professional training program to learn from the experts.

Provided By: BISP http://bispsolutions.wordpress.com http://learncognosreports.wordpress.com/

Created By: Mitesh Agrawal Reviewed By: Amit Sharma Team BISP

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Table of Contents  Overview of Framework Manager………………………………………..………...4  Introduction to Framework Manager…………………………………….…………5  Planning Your Metadata……………………………………………...…………….7  Contents of Framework Manager ……………………………………….…………8 o Project ……………………………………………………………….9 o Metadata Model………………………………………………………10 o Namespaces……………………………………………………………11 o Data Sources…………………………………………………………...12 o Query Subject…………………………………………………..………13 o Query Item……………………………………………………………..14 o Relationship…………………………………………………….……...15 o Package………………………………………………………..……….16  Architecture to Framework Manager………………………………………………..17  Design and create Project……………………………………………………………18  Create a project…………………………………………………….………………..19  Framework Manager : View………………………………………..……………….32 o Physical View……………………………………………………………32 o Business View…………………………………………………………..37 o Presentation View……………………………………………………….46  Create Relationship……………………………………………………………..……50  Adding Business Rules in Framework Manager…………….....….…………..…..52  Modeling Relational Metadata…………………………………………….………….60  Creating Dimension Objects For OLAP- Style Reporting………………….........66 o Create a Regular Dimension………………………….….……….……66 o Create a Measure Dimension………………………..….……………..84  Create and Publish Package……………………………………….....……….……..87  Validation to Data Model………………………………………………..………….….94  Apply Security in IBM Cognos Framework Manager……………….…………..…100

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Cognos 10 Framework Manager: Overview
 Framework Manager (FM) explains how we can create a project, data source

connection and publishing a package.
 Framework Manager (FM) is the metadata modeling tool for creating and

managing business-related metadata for use in reporting and analysis. Cognos 10 Framework Manager: Introduction Introduction to Framework Manager- Framework Manager is a metadata modeling tool for managing access to all existing data sources and creating a common business model for the entire organization. Using Cognos Framework Manager, the metadata modeler ensures the BI system delivers consistent information across the enterprise for all BI capabilities. What is Framework Manager   

Framework Manager is a “Metadata Modeling Tool”. A Model is a business representation of the information in one or more data sources. A model is the metadata layer, that is imported from one or more data sources. Framework Manager is used to create packages, which are used for reporting and analysis of business requirement. Cognos 10 Framework Manager: Welcome Screen Page

Features of Framework Manager Represents both relational and dimensional data.  Provides a dimensional representation for relational data sources.  Governs data for any BI capability, from simple ad hoc reporting to deep multidimensional analysis.
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 Allows modelers to create conditional SQL syntax. Planning your Metadata:  Do you and the report authors agree on the reporting requirements?  Does the data source contain the data and metadata that you need?  Does the same data exist in more than one source?  Which data source tables are the fact tables, which are the dimensions, and which are both fact table and dimension?  What are the keys and attributes of each dimension?  Which relationships are required?  Do any required tables contain embedded dimension information other than foreign keys?  Are there multiple relationship paths between tables? Cognos 10 Framework Manager: Contents For work in Framework Manager, you should know the following entities Project

 Metadata Model  Namespaces  Data Sources  Query Subject  Query Item  Packages

This Screen shows different objects of Framework Manager, which is specified through rectangular box.

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What is Project A project is a set of data models, packages and related information.

 It is designed in Framework Manager to organize the metadata.  It contains objects for reporting according to business rules.  A single project can span many data sources or tables.

What is Project Files A project folder contains the project files (.cpf ) and .xml file that define the project. Examine the Project Files Location<Drive>:\ProgramFiles\IBM\CognosDeveloper\webcontent\samples\models\oracle\great_outdoo rs_sales

What is Metadata Model A Metadata Model is a collection of metadata that is imported from a database.

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A Metadata model describes the query subject ( i.e; tables) ,query item ( i.e; columns) within query subject, other objects and relationship in the database.  It provides a business view of the information in the data source, so report authors and query users create reports and generate queries. Metadata Model: Workflow

What is Namespace Namespaces are containers like folders.  A namespace uniquely identifies query items, query subjects and other objects.  You import different databases into separate namespaces to avoid duplicate names.  You can create a namespace in Framework Manager if you want to have two objects that have the same name in a project. What is Data sources A data source supplies the information that is helpful to connect to a database.  The data source connection specifies the parameters that is needed to connect to a database.  Data Source must be defines before create data models and import metadata.  A data source defines the one or more physical connection to a database.  Data sources are stored in the Cognos namespaces and must have unique names.  Types Of Data Sources Microsoft SQL Server Data Sources.  Microsoft Analysis Services Data Sources.  ODBC Data Sources.  Oracle Data Sources.  IBM DB2 OLAP and Hyperion Essbase Data Sources.  Native Metadata (refer to objects such as models, packages and queries that are based on an OLAP Data Source).  IBM Cognos cubes.  XML Data Sources .
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What is Query Subject A query subject is the basic building block in Framework Manager.  A query subject is a set of query items that have an inherent relationship.  Each query subject that is based on relational metadata is defined by an SQL statement that describes how to retrieve data from the data source.  Each query subject that is based on multidimensional metadata represents a hierarchy in the data source.  You can use Framework Manager to modify query subjects to optimize and customize the data that they retrieve. Query Item

What is Query Item  For report authors, query items are the most important objects for creating reports.  A Query Item is the smallest piece of the Model that can be placed in a report.  Query Item represents the each column in the table.  Query Item represents a single characteristic such as a date, product name, and region name etc. What is Relationship A relationship describes how to create a relational query for multiple objects, such as dimensions and query subjects. Without relationships, these objects are isolated sets of data.  Relationship exist between two query subjects. Types of Relationship One-to-one - one-to-one relationship occurs when one instance of data in a query  Query items are contained within a query subject or dimensions.

subject relates to exactly one instance of another. For example ,each student has one student number.  One-to-many or zero-to-many - one-to-many or zero-to-many relationship occurs when one instance of data in a query subject relates to many instances of another. For example , each teacher has many students.  Many-to-many - many-to-many relationship occurs when many instance of data in a query subject relates to many instances of another. For example ,many students have many teachers.

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Cardinality The cardinality of a relationship is the number of related rows for each of the two query subjects.  The rows are related by the expression of the relationship; usually refers to the primary and foreign keys.

Detecting Cardinality from the Data Source When importing from a relational data source, cardinality is detected based on a set of rules specified by the modeler. The available options are:    Packages  A package is a subset of the query subjects and other objects defined in the project. A package contains query subjects, whose SQL defines the query items and relationships that the package retrieves.

Use primary and foreign keys. Use matching query item names that represent uniquely indexed columns. Use matching query item names.

 To create and manage packages, you can: • Modify a Package –select, hide, unselect. • Specify Languages –what languages will the report authors be able to see. • Set Governors –set data retrieval limits. • Explore packages–identify what is hidden, selected/unselected in a package. • View package inclusion –select an object and identify which package (s) it has been included in,
 Publish the package to the Cognos BI portal, so that report authors can use the

metadata for creating reports and ad hoc querying.  We can create a several packages from the same project, with each package meeting different reporting requirements. Architecture to Framework Manager

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Design and Create object    Know your data and the structure of the data sources. Work with report authors to understand business reporting requirements. Identify project structure.

Create –   Create a project . Import the required metadata.

Organize Organize objects to create a physical view of the metadata.

Crate a Project Steps to create a ProjectGo to StartAll ProgramsIBM Cognos BI Developer EditionIBM Cognos

Framework Manager

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C lick on create a new project of Framework Manager welcome page.

In a new project page, give project name and location for creating a new project and click ‘OK’.

Message will occur, the directory does not exist. Do you want to create it and click ‘OK’.
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Type User ID and Password in the corresponding block for authentication. If you provided password during the installation, then write password here , otherwise keep it blank and click ‘OK’.

In the selected language page, select the design language for the project and click

‘OK’.

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Import Metadata: Workflow Import metadata from relational database.

 To import Meta Data, select Meta Data source and click ‘Next’ on Metadata Wizard

Page.

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Select a data source connection, if you have created previously and click next. If you didn’t create data source connection then, create a new data source connection by click on ‘New’ button.

 New data source wizard page appear, it helps you to create a new data source and click

‘Next’.

 Specify a name and location and click ‘Next’. The description and screen tips are optional. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.com | BISP

 Specify a Type for the connection of this new data source.

 Now from Type: drop down list will appear, select the Microsoft SQL Server (SQL 2005

Native Client) database and for Isolation level, click the default object gateway check box and click ‘Next’.

 Specify a server name (which is same as full computer name) ,Data base name.

NOTE- To see the Server Name, follow the steps given belowGo to Start->My Computer->Properties->Computer Name.

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 Now select a Sign on check box and type the User ID= ‘sa ‘and Password, then click on

‘Test the connection’.

 Click on ‘Test’, for make up the database connection.

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 If the path specified here is correct and the status is succeeded, then Press ‘Close’.

 Following screen will be display the database connection, now Press ‘Close’.

 Press ‘Finish’.

 Select the data source for creating metadata model and press ‘Next’ button.

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 Select the check boxes for the object, which you want to import and click ‘Next’.

The Metadata Wizard Page will appear, it will help you to create different relationship

between the tables, which you have selected .Select criteria for create relationship and click ‘import’.

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 The Metadata Wizard Page will show you that the import process has been completed, now

press ‘Finish’ button.

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