Oracle BI Discoverer Administrator 11g: Develop an EUL

Transcription

1 Oracle BI Discoverer Administrator 11g: Develop an EUL Volume I Student Guide D60283GC10 Edition 1.0 February 2010 D65281

2 Author Lea Shaw Technical Contributors and Reviewers Praveen Deshpande Kumar Dhanagopal Laura Garza Mitravinda Kolachalam Alessandro Leite Timothy McGlue Miguenel Morales Kasturi Shekhar Jason Stoddart Savija TV Lalith Prasad Velidi Editors Raj Kumar Amitha Narayan Graphic Designer Satish Bettegowda Copyright 2010, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Publishers Jobi Varghese Veena Narasimhan

3 Contents 1 Introduction to Discoverer Administrator 11g: Develop an EUL Course Objectives 1-2 Lesson Objectives 1-3 In Search of BI Solutions 1-4 The Evolving Role of Business Intelligence 1-5 Addressing BI Requirements 1-6 Portfolio Approach: Enterprise Performance Management 1-7 Oracle Fusion Middleware 11g 1-9 Fusion Middleware Solutions 1-10 Fusion Middleware BI Solution 1-12 Fusion Middleware BI Capabilities 1-13 Typical Analysis Needs 1-15 What Is Discoverer? 1-16 Discoverer: Components 1-17 Discoverer Plus Relational 1-18 Discoverer Plus OLAP 1-19 Discoverer Catalog 1-20 Discoverer Viewer (Relational and OLAP) 1-21 Discoverer Portlets and Portlet Provider 1-22 Discoverer Administrator 1-24 Discoverer End User Layer (EUL) 1-25 Discoverer Web Services 1-26 Deploying Discoverer 1-27 Key Terminology 1-29 Role of the Discoverer Manager 1-31 Implementing Discoverer 1-33 Defining End-User Requirements 1-34 Administering Discoverer 1-35 Building Robust Business Areas 1-37 Sales History (SH) Data Model 1-38 SH Tables Used in the Course 1-39 SH Business Area: Folders 1-40 Human Resources Data Model 1-41 Administrator HR Business Area 1-42 End-User HR Business Area 1-43 iii

4 Summary 1-44 Quiz: Overview 1-45 Quiz Creating the End User Layer and Business Areas Objectives 2-2 Connecting to Discoverer Administrator 2-3 What Are Discoverer Connections? 2-4 Discoverer: Connection Mechanisms for End Users 2-5 Overview of Creating and Managing EULs 2-7 Public and Private End User Layers 2-8 Security in an EUL 2-9 Creating the Initial EUL 2-10 Discoverer in Applications Mode 2-12 Creating an Applications Mode EUL: Considerations 2-14 Practice 2-1: Overview 2-15 Business Areas 2-17 Folders 2-18 Loading Metadata into the EUL 2-19 Designing a Business Area 2-20 Assigning Folders to a Business Area 2-21 Customizing a Business Area 2-22 Adding Folders to Other Business Areas 2-23 Creating a New Business Area by Using the Load Wizard 2-24 Creating a Business Area by Using the Load Wizard: Step Creating a Business Area by Using the Load Wizard: Step Examples of Private, Public, and Partial Access Tables 2-28 Creating a Business Area by Using the Load Wizard: Step Creating a Business Area by Using the Load Wizard: Step Creating a Business Area by Using the Load Wizard: Step Using the Workarea Window 2-33 Navigating the Workarea Window 2-34 Administration Tasklist 2-35 Bulk Load Defaults 2-36 Object Property 2-39 Exporting and Importing 2-40 Export Options 2-42 Export Wizard: Step Export Wizard: Step Export Wizard: Step Import Wizard: Step iv

5 Import Wizard: Step Import Wizard: Step Importing from Multiple Files 2-50 Practice 2-2: Overview 2-51 Providing Access to Business Areas 2-54 EUL Administration Privileges 2-55 EUL User Privileges 2-57 Governing Queries 2-59 Data-Access Requirements for Administrators 2-60 Data-Access Requirements for End Users 2-61 Summary 2-62 Practice 2-3: Overview 2-63 Quiz: Overview 2-66 Quiz Creating Lists of Values (LOVs), Alternative Sorts, and Conditions Objectives 3-2 Overview 3-3 Item Classes 3-4 Creating Item Classes 3-5 LOVs 3-7 Creating an LOV by Using the Item Class Wizard: Steps 1 and Creating an LOV by Using the Item Class Wizard: Step Creating an LOV by Using the Item Class Wizard: Step Creating an LOV by Using the Item Class Wizard: Step Managing LOVs 3-13 Alternative Sorts 3-14 Alternative Sorts 3-15 Creating an Alternative Sort by Using the Item Class Wizard: Steps 1 and Creating an Alternative Sort by Using the Item Class Wizard: Steps 3 and Creating an Alternative Sort by Using the Item Class Wizard: Steps 5 and Conditions 3-19 Optional Conditions 3-21 Mandatory Conditions 3-22 Conditional Operators 3-23 Creating a New Condition 3-25 Creating a Simple Condition 3-26 Creating an Advanced Condition 3-27 Summary 3-29 Practice 3-1: Overview 3-30 Quiz: Overview 3-32 Quiz 3-33 v

6 4 Customizing Properties, Creating Calculated Items, and Registering PL/SQL Functions Objectives 4-2 Overview 4-3 Viewing Default Folder and Item Properties 4-4 Formatting Folders and Items 4-5 Folder Properties 4-6 Customizing Folder Properties 4-8 Customizing Item Properties 4-9 Indexed Item Property 4-10 More Item Formatting Properties 4-12 Calculated Items 4-13 Creating a Simple Calculation 4-14 Common SQL Functions 4-16 Complex Calculation: Example 4-17 Calculations Using Banded Ranges 4-19 User-Defined Functions 4-20 Registering PL/SQL Functions 4-21 Registering PL/SQL Functions by Using Import 4-22 Registering PL/SQL Functions Manually 4-24 Summary 4-26 Practice 4-1: Overview 4-27 Quiz: Overview 4-30 Quiz Creating Complex and Custom Folders Objectives 5-2 Overview 5-3 Joins 5-4 Join Expressions 5-6 Creating a New Join 5-7 Creating a Multi-item Join 5-8 Join Options 5-9 Join Options: Outer Join on Detail 5-10 Join Options: Outer Join on Master 5-11 Join Options: Detail Item Values Might Not Exist in Master Folder 5-12 Join Options: One-to-One 5-14 Managing Join Relationships 5-15 Joins: Fan Traps 5-17 Example of a Fan Trap 5-18 Detection of Fan Traps and Multiple Join Paths in Discoverer Plus 5-20 Complex Folders 5-21 vi

7 Complex Folders from Source Folders 5-22 More About Complex Folders 5-23 More Reasons for Using Complex Folders 5-24 Creating a Complex Folder 5-25 Assigning Items to Complex Folders 5-26 Complex Folder Reach-Through 5-28 Optimizing SQL Generation 5-29 Custom Folders 5-31 SQL Objects Supported in Custom Folders 5-32 Creating a Custom Folder 5-33 Similarities in Simple and Custom Folders 5-34 Differences Between Simple and Custom Folders 5-35 Editing a Custom Folder 5-36 Custom LOVs 5-37 Summary 5-38 Practice 5-1: Overview 5-39 Quiz: Overview 5-44 Quiz Creating Analytical and Aggregate Items Objectives 6-2 Overview 6-3 Why Analytical Functions Are Required 6-4 Some Useful Categories of Analytical Functions 6-5 Using Analytical Functions 6-7 Examples of Analytical Items 6-9 More Examples of Analytical Items 6-10 Administration Calculations 6-11 Types of Calculations 6-12 Derived Items: Example 6-13 Aggregate Calculations: Example 6-14 Derived Aggregates: Example 6-16 Nested Aggregates: Example 6-17 User-Defined Aggregate Calculations 6-18 Discoverer Manager Defined Aggregate Calculations 6-19 Summary 6-20 Practice 6-1: Overview 6-21 Quiz: Overview 6-24 Quiz 6-25 vii

8 7 Creating Drills Objectives 7-2 Overview 7-3 Drill Structures 7-4 Drill Facilities 7-5 Drilling Options 7-6 Drilling Down for Detailed Information 7-7 Drilling Up for Summarized Information 7-8 Filtering Drills 7-9 Drilling to a Related Item 7-10 Drilling to Detail 7-11 Other Drill Facilities 7-12 Designing an Item Hierarchy 7-13 Creating an Item Hierarchy by Using the Hierarchy Wizard 7-14 Maintaining Item Hierarchies 7-16 Creating Drill to Detail by Using the Item Class Wizard: Steps 1 and Creating Drill to Detail by Using the Item Class Wizard: Steps 3 and Creating Drill to Detail by Using the Item Class Wizard: Step Managing Drill-to-Detail Item Classes 7-22 Editing a Drill-to-Detail Item Class 7-23 Date Hierarchy Template 7-24 Designing a Date Hierarchy 7-26 Creating a Date Hierarchy 7-27 Maintaining Date Hierarchies 7-30 Assigning a Date Hierarchy to an Item 7-31 Nonstandard Calendars 7-32 Example of a Nonstandard Calendar 7-33 Implementing a Nonstandard Calendar 7-34 Summary 7-37 Practice 7-1: Overview 7-38 Quiz: Overview 7-41 Quiz Creating and Managing Summary Folders Objectives 8-2 Overview 8-3 Introducing Materialized Views 8-4 Summary Folders 8-6 Summary Management 8-7 Requirements for Creating Summary Folders 8-8 Requirements for Using Materialized Views 8-9 viii

9 Creating Summary Folders by Using the Summary Wizard: Step Creating Summary Folders by Using EUL Items 8-11 Creating Summary Folders by Using EUL Items: Step Creating Summary Folders by Using EUL Items: Step Creating Summary Folders by Using EUL Items: Step Estimating Storage Space 8-16 Viewing Database Storage Properties 8-17 Viewing Mapping Information 8-18 Viewing Tablespace Information 8-19 Viewing Database Storage Properties 8-20 Creating Summary Folders by Using EUL Items: Step Creating Summary Folders by Using EUL Items: Step Creating Summary Folders by Using Query Statistics 8-23 Creating Summary Folders by Using Query Statistics: Step Creating Summary Folders by Using Query Statistics: Step Creating Summary Folders by Using Query Statistics: Steps 4 and Creating Summary Folders by Using Query Statistics: Steps 6 and Registering External Summary Tables 8-28 Creating Summary Folders by Using External Tables 8-29 Creating Summary Folders by Using External Tables: Step Creating Summary Folders by Using External Tables: Step Creating Summary Folders by Using External Tables: Step Editing Summary Folders 8-33 Refreshing Summary Folders 8-34 Viewing Summary Folder Properties 8-35 Creating and Refreshing Summaries 8-36 Summary Combination Strategies 8-38 More Summary Combination Strategies 8-39 Summary Combination: Example 8-40 Summary Management in Applications Mode 8-41 Summary 8-42 Practice 8-1: Overview 8-43 Quiz: Overview 8-46 Quiz Automated Summary Management Objectives 9-2 Overview 9-3 Summary Management 9-4 ASM Policy 9-5 Automated Summary Management Process 9-6 ix

10 Executing ASM 9-7 Running ASM After Bulk Load 9-8 Summary Wizard: Step Summary Wizard: Step Advanced Settings: Analyze 9-11 Advanced Settings: Folders 9-12 Advanced Settings: Query User 9-13 Advanced Settings: Query Usage 9-14 Advanced Settings: Deletion 9-16 Summary Wizard: Step Recommended Summaries 9-18 Automated Summary Creation: Complete 9-19 Summary 9-20 Practice 9-1: Overview 9-21 Quiz: Overview 9-23 Quiz Managing Batch Scheduling Objectives 10-2 Overview 10-3 Scheduling Workbooks 10-4 Opening and Managing Scheduled Workbooks 10-5 Batch Reports Process 10-6 Batch Repository Owner 10-7 Storing Scheduled Workbook Results 10-8 Creating a Batch Repository User Setting the Repository User Property Setting Up Scheduled Workbook Privileges and Limits Managing Scheduled Workbooks Components of the Manage Scheduled Workbooks Dialog Box Editing a Scheduled Workbook Viewing Scheduled Workbook Status Unscheduling a Workbook Changes Affecting Batch Reports Summary Practice 10-1: Overview Quiz: Overview Quiz x

11 11 Maintaining the End User Layer Objectives 11-2 Overview 11-3 Effects of Database Changes on Queries 11-4 Refreshing the EUL 11-5 Refreshing the Business Area 11-6 Managing Folders 11-8 Deleting a Folder 11-9 Orphaned Folders Deleting a Business Area Migrating from Development to Production Moving Only Workbooks Support for Multiple Schemas Workbooks for EUL Analysis Summary Practice 11-1: Overview Quiz: Overview Quiz Administering Multiple End User Layers and Automating Tasks Objectives 12-2 Using the EUL Manager Wizard 12-3 Creating an EUL for a New User: Step Creating an EUL for a New User: Step Deleting an EUL 12-6 Installing the Sample Data 12-7 Installing the Sample Data: Steps 1 and Installing the Sample Data: Step Uninstalling the Sample Data Uninstalling the Sample Data: Steps 1 and Multiple End User Layers Managing EULs Assigning a Default EUL Verifying the Default EUL Discoverer Administrator Command-Line Interface Command-Line Interface Examples of Command-Line Options Command-Line Options Examples of Exporting EUL Elements Using a Command File Discoverer EUL Command Line for Java xi

12 Oracle Discoverer EUL Command Line for Java: Running Commands Oracle Discoverer EUL Command Line for Java: Features Summary Practice 12-1: Overview Quiz: Overview Quiz Appendix A: Practice Solutions Appendix B: Configuring Discoverer Oracle Fusion Middleware B-2 Oracle WebLogic Server B-4 Deploying Discoverer B-6 Stand-Alone Discoverer Installation Versus Discoverer and Portal Installation B-7 Fusion Middleware Control B-8 Discoverer and the Middle-Tier B-10 Managing Discoverer on the Middle-Tier B-11 Configuring Discoverer on the Middle-Tier B-12 Customizing Discoverer on the Middle-Tier B-13 Monitoring Discoverer Performance and View Logs B-14 Additional Tasks B-15 Logging In to Fusion Middleware Control B-16 Managing Component-Related Settings B-17 Discoverer: Topology Viewer B-19 Discoverer Menu B-20 Configuring Discoverer: Administration Settings B-21 Discoverer: Log Messages B-22 Discoverer: Log Configuration B-23 Discoverer: Monitoring B-24 Configuring Discoverer: Selecting Components B-25 Discoverer Plus: Configuration Settings B-26 Configuring Discoverer Plus: Look and Feel, Logo, and Communications Protocols B-27 Discoverer Viewer: Configuration Settings B-29 Configuring Discoverer Viewer: Configuration Settings B-30 Configuring Discoverer Viewer: Changing the Look and Feel and Layout B-32 Configuring Discoverer Viewer: Printing, PDF, and Options B-34 Configuring Discoverer Viewer: Delay Times B-36 Discoverer Portlet Provider: Configuration Settings B-37 Configuring Discoverer Portlet Provider: Sessions B-39 Configuring Discoverer: Creating Public Connections B-41 Configuring OracleBI Discoverer: Private Connections B-43 xii

13 What Is the Discoverer Catalog? B-44 Discoverer Catalog, EUL, and OLAP Catalog B-46 End-User Requirements to Use Discoverer Plus OLAP B-47 What Are Discoverer Preferences? B-48 Editing Discoverer Preferences B-49 Some Useful Preferences B-50 Case Study xiii

14