1 A Joint Oracle Teradata White Paper March 2012 Configuring Oracle Business Intelligence Enterprise Edition for Teradata Temporal Tables
2 Executive Overview... 2 Introduction... 2 As-is and As-was Example... 3 Step 1. Define a session variable... 4 Step 2. Define the temporal table... 5 Step 3. Pull the table and column definition into the physical layer... 6 Step 4. Expose the temporal columns to the end user... 9 Step 5. Building the dashboard Step 6. Add a new Dashboard prompt Step 7. Add a column prompt Step 8. Save and test the dashboard SQL Examples Conclusion... 18
3 Executive Overview Teradata temporal capabilities allow data warehouse time travel. Temporal supports the reproduction of a report that ran previously, such as six months ago, even though numerous changes have been made to the underlying data. Oracle Business Intelligence Enterprise Edition (OBIEE) supports and can utilize the temporal capabilities of Teradata and expose them to end users in an easy-to-use fashion. Introduction The purpose of this document is to show how to integrate OBIEE with Teradata Temporal Tables. It details how to set up OBIEE for "as-is" and "as-was" type analysis. It is a cook book style write-up and assumes the customer has (and knows) OBIEE and that the customer knows what they want to do with temporal. It does not go into detailed analysis of different use cases for temporal tables. This write-up was done using OBIEE 11g, although it is completely applicable for OBIEE version 10.1.x. There are some variations in the setup but the concepts are the same. Teradata Database 13.10, released in September of 2010, included a number of fully integrated, in-database data attributes, qualifiers, and predicates that are extremely useful for automating the management of time-varying data. Also included were a number of powerful functions to enable native time series analysis and comparison of periods of time. 2
4 As-is and As-was Example Temporal tables can be configured as regular OBIEE source tables. However, the data returned for queries will only reflect the current transaction time or valid time. In order to return data for a specific point in time, regular OBIEE source tables cannot be used. OBIEE requires special configuration to take advantage of a table s temporal capabilities. Basically, a normally defined OBIEE table needs to be converted to a select type table (also known as opaque views). A SQL select statement is defined for the temporal table and can then include temporal keywords such as as of. The following is an example of an OBIEE dashboard that has a temporal query. Figure 1. Dashboard with temporal query Channel is defined in Teradata as a temporal table with a valid time column. The dashboard above queries the channel table with an as of date based on the prompt for calendar_date. The temporal columns for valid start date and valid end date are exposed on the dashboard. Follow the steps below to see how to put together a temporal dashboard. 3
5 Step 1. Define a session variable The first step is to define a session variable that will be used to determine and store the as of date for the temporal query. The session variable should be set so that any user can set the value. The default Initializer should be set to current_date (without the quotes). The screen shot below shows the properties for the as_of_date variable. Figure 2. as_of_date variable 4
6 Step 2. Define the temporal table Below is the DDL for the channel example table; the vt column (in red) is the temporal column: CREATE MULTISET TABLE SAMPLEDATA.channels_t,NO FALLBACK, NO BEFORE JOURNAL, NO AFTER JOURNAL, CHECKSUM = DEFAULT, DEFAULT MERGEBLOCKRATIO ( CHANNEL_ID FLOAT FORMAT ' E+999' NOT NULL, CHANNEL_DESC VARCHAR(20) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL, CHANNEL_CLASS VARCHAR(20) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL, CHANNEL_CLASS_ID FLOAT FORMAT ' E+999' NOT NULL, CHANNEL_TOTAL VARCHAR(13) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL, CHANNEL_TOTAL_ID FLOAT FORMAT ' E+999' NOT NULL, vt PERIOD(DATE) NOT NULL AS VALIDTIME) PRIMARY INDEX ( CHANNEL_ID ); 5
7 Step 3. Pull the table and column definition into the physical layer Use the OBIEE import metadata wizard to pull the table and column definition into the physical layer. The wizard is used so that all of the column definitions do not need to be manually added into the physical layer. Next, the table type for the physical table properties needs to switch from physical table to select and the temporal SQL needs to be added. Change from physical table to select Figure 3. Import metadata 6
8 The SQL for the select table is entered into the text box: Figure 4. Import metadata The SQL needs to be carefully formed in order to support any valid as of date the user picks as well as to support the user not picking any value for as of date. In the case of no as of date, the query will default to the current date. The SQL is reiterated below with notes for key points. 7
9 A. coalesce is used to default the as of date when the end-user has not chosen a date B. cast is used to convert the string returned from the trim function to the date data type C. trim is used to get rid of the extra spaces in surrounding the VALUEOF( ) function D. The string VALUEOF(NQ_SESSION.as_of_date) needs spaces surrounding it in order for the OBIEE to substitute the chosen date for the string. If there are no spaces around the VALUEOF() function then OBIEE will generate errors like the repository variable as_of_date has no value definition. Substituting sp for space, the string needs to be formatted as such: spvalueof(nq_session.as_of_date)sp E. current_date is used to default the as of date to today s date F. VALUEOF(NQ_SESSION.as_of_date) returns the chosen date stored in the variable that was defined in step 1 G. as_of_date is the variable that was defined in step 1 H. Vt_start is a derived column. Begin(vt) is a function that returns the beginning date of the valid time period (see Teradata temporal documentation for more details). This column is not mandatory in the physical layer. It is shown here as a way of exposing the data. The column alias name must match the column name in the physical layer. I. vt_end is a derived column. End(vt) returns the ending date of the valid time period. This column is not mandatory in the physical layer. It is shown here as a way of exposing the data. The column alias name must match the column name in the physical layer. 8
10 Step 4. Expose the temporal columns to the end user If you want to expose the temporal columns to the end user you will need to manually add columns to the physical definition. In the example above, two columns were manually added: vt_start and vt_end (valid time start and end). Note that the additional columns need to be defined in the select SQL (as in the example above) as well as actual physical columns in OBIEE: Figure 5. Add columns to physical definitions Note that they are defined as date data type columns as the functions return the date data type. With all of the table and column and variable definitions correctly in place, the view data action (right click on table name) should show data from the table: 9
11 Figure 6. View data That completes the configuration in the OBIEE Administrator. Next up is building the dashboard. Step 5. Building the dashboard In OBI Answers, configure and save your query on the temporal table. This is a standard dashboard query there is nothing unique about it. Figure 7. Save query 10
12 Step 6. Add a new Dashboard prompt In OBI Answers, add a new Dashboard prompt: Figure 8. Dashboard prompt Step 7. Add a column prompt On the dashboard prompt page, add a new column prompt: 11
13 The column associated with the prompt is vt_start. Since it has a data type of date, OBIEE allows us to use a calendar type input. Under Options, the Set a variable dropdown should be set to Request Variable. Then the name of the variable that was defined in step 1 is entered, as_of_date, which is used to pick a date from a calendar. calendar allows the end-user drop down Enter the name of the variable defined in step 1 Figure 9. Column prompt Save the prompt. 12
14 Step 8. Save and test the dashboard Now create and save a dashboard with the query defined in step 5 and the prompt defined in step 6. Figure 10. Save dashboard 13
15 When the dashboard is run, the data from the query defaults to the current date. Figure 11. Run dashboard report 14
16 Clicking on the calendar brings up the prompt: Figure 12. Date prompt Click OK on the prompt. 15
17 Click Apply on the dashboard. The data in the query now reflects the date selected on the calendar prompt. Figure 13. Temporal report run This completes the tutorial on temporal dashboard set-up. This technique can be applied to many different temporal tables. They can use a common date, or dates can be set up for each table. SQL Examples The SQL that was generated by OBIEE for the above query is below. The temporal bits are in red: select distinct 0 as c1, D1.c1 as c2, D1.c2 as c3, D1.c3 as c4, D1.c4 as c5, D1.c5 as c6 from (select T2489."CHANNEL_CLASS" as c1, T2489."CHANNEL_ID" as c2, T2489."CHANNEL_TOTAL" as c3, T2489."vt_end" as c4, T2489."vt_start" as c5 from (as of coalesce(cast (trim( ' ') as date),current_date) 16
18 select channel_class,channel_class_id,channel_desc,channel_id, channel_total,channel_total_id,begin(vt) vt_start,end(vt) vt_end from channels_t ) T2489 ) D1 order by 2, 3, 6, 5, 4 A query that was generated by OBIEE that includes the temporal dimension channel and a fact table sales is shown below: select distinct 0 as c1, D1.c2 as c2, D1.c3 as c3, D1.c1 as c4 from (select sum(t2086."amount_sold") as c1, T2489."CHANNEL_CLASS" as c2, T2489."CHANNEL_TOTAL" as c3 from (as of coalesce(cast (trim( ' ') as date),current_date) select channel_class,channel_class_id,channel_desc,channel_id, channel_total,channel_total_id,begin(vt) vt_start,end(vt) vt_end from channels_t ) T2489, "sales" T2086 where ( T2086."CHANNEL_ID" = T2489."CHANNEL_ID" ) group by T2489."CHANNEL_CLASS", T2489."CHANNEL_TOTAL" ) D1 order by 3, 2 17
19 Conclusion Teradata (and subsequent releases) allows organizations to gather, manage, and analyze time varying data with very little administration. Using the above techniques allows Oracle Business Intelligence Enterprise Edition to utilize the temporal capabilities of Teradata and expose them to end users in an easy-touse fashion. This capability can be vital, for example, when responding to inquiries from regulators who want to know what information organizations had and when they had it. 18
20 Configuring Oracle BI EE for Teradata Temporal Tables March 2012 Author: Stephen Kamyszek, Teradata Corporation Contributing Authors: Alan Lee, Oracle Ragnar Edholm, Oracle Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA U.S.A. Worldwide Inquiries: Phone: Fax: Copyright 2012, Teradata Corporation, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Teradata and the Teradata logo are registered trademarks of Teradata Corporation and/or its affiliates in the U.S. and worldwide. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark licensed through X/Open Company, Ltd oracle.com
OBIEE Configuration for Teradata Temporal Tables Steve Kamyszek Teradata Partners Integration & Technical Consulting Teradata Corporation Rev. 1 Page 1 Jan 2012 Teradata and the Teradata logo are registered
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