bo universe trainnig guide

BO Universe Training Guide

Wipro Confidential Page i

Universe Creation

Quick Design Wizard

Author Ehtesham Reza

Date of Creation October 04, 2009

Email id [email protected]

Reviewed By Vishal Thakur

Reviewer Email id [email protected]


Wipro Confidential Page ii

Table of Contents

1 Overview.................................................................................................................................................................. i 2 Universe Designer (Quick Design Wizard) ............................................................................................................ ii 3 Define Universe Parameters .................................................................................................................................. iii 4 Create Connection (Select Data Access Driver) ..................................................................................................... iv 5 Login Parameters (Access DB server using ODBC Middleware) ............................................................................. v 6 Configuration Parameters ..................................................................................................................................... vi 7 Test Connection .................................................................................................................................................... vii 8 Classes and Objects ............................................................................................................................................... ix 9 Measure Objects ................................................................................................................................................... x 10 Universe Successfully Created ............................................................................................................................... xi 11 Set Cardinality ...................................................................................................................................................... xii 12 Integrity Check ..................................................................................................................................................... xiii 13 Integrity Check Results ........................................................................................................................................ xiv 14 Save ..................................................................................................................................................................... xv 15 Export .................................................................................................................................................................. xvi 16 Distribute the Universe ...................................................................................................................................... xvii 17 Creating Reports Using Web Intelligence ........................................................................................................... xviii 18 Selecting of Data Access Type ............................................................................................................................. xix 19 Selecting Universe ................................................................................................................................................ xx 20 Adding Objects and Measures ............................................................................................................................. xxi 21 Query Filters ........................................................................................................................................................ xxii 22 Query Filters Operators ...................................................................................................................................... xxiii 23 Mapping Values .................................................................................................................................................. xxiv 24 Selecting the values ............................................................................................................................................. xxv 25 Running query against the Values Selected ....................................................................................................... xxvi 26 Report Output ................................................................................................................................................... xxvii


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1 Overview

Designer and universe fundamentals Business Objects Designer is a software tool that allows you to create universes for Web Intelligence and Desktop Intelligence users. What is a universe? A universe is a file that contains the following: • Connection parameters for one or more database middleware. • SQL structures called objects that map to actual SQL structures in the database such as columns, tables, and database functions. Objects are grouped into classes. Objects and classes are both visible to Web Intelligence users. • A schema of the tables and joins used in the database. Objects are built from the database structures that you include in your schema. The schema is only available to Designer users. It is not visible to Web Intelligence and Desktop Intelligence users. What is the role of a universe? • The role of a universe is to provide an easy to use and understand interface for non technical Web Intelligence users to run queries against a database ,to create reports and perform data analysis • As the universe designer, you use Designer to create objects that represent database structures, for example columns and database functions, that users need to access and query, to get the information necessary to meet their business requirements.



2 Universe Designer (Quick Design Wizard) Business Objects Designer is a software tool that allows you to create Universes for Web Intelligence and Desktop Intelligence users.



3 Define Universe Parameters Universe parameters are definitions and restrictions that you define for a Universe that identify a universe and its database connections



4 Create Connection (Select Data Access Driver) On the "Database Middleware Selection" page of the New Connection wizard, enter a name for the connection, select the type and the database middleware for the connection.



5 Login Parameters (Access DB server using ODBC Middleware) Input the Login Parameters to access Database server. DSN is created using ODBC data source Administrator.



6 Configuration Parameters On the "Configuration Parameters" page of the New Connection wizard, define the connection parameters to manage the connection life-time.



7 Test Connection

Test the database server connection.



8 Classes and Objects

Classes:

A class is a logical grouping of objects within a universe. It represents a category of objects. Objects: An object is a named component that maps to data or a derivation of data in the database. The name of an object should be drawn from the business vocabulary of the targeted user group.



9 Measure Objects

A measure object returns numeric information. You create a measure by using aggregate functions. The five most common aggregate functions are the following: Sum, Count, Average, Minimum, Maximum.



10 Universe Successfully Created



11 Set Cardinality Cardinality is a property of a join that describes how many rows in one table match rows in another table. Check an example Illustrated below for Customer and Reservations table.

Description Notation

For each customer, there can be one or more reservations (1,N)

For each reservation, there can be one and only one customer (1,1)



12 Integrity Check

You can use Check Integrity to test to verify if the design of your active universe is accurate and up-to-date. Check Integrity detects the following: • Errors in the objects, joins, conditions, and cardinalities of your universe. • Loops in join paths. • Any necessary contexts. • Changes to the target database.



13 Integrity Check Results



14 Save Select File > Save As to save the universe. When you save a universe, you update the version in the repository file system. This does not update the CMS version. If you save a universe and do not export the updated version, the CMS is not updated.



15 Export

When you export a universe the universe is: • Moved to the selected universe folder on the repository file system • Created in the Central Management System (CMS)



16 Distribute the Universe Distribute the universe by exporting universe to the Central Management Server (CMS), where it can be accessed by the Business users.



17 Creating Reports Using Web Intelligence BusinessObjects Web Intelligence gives your users self-service information access and interactivity, while delivering:

• Powerful, Web-based ad hoc queries • Integrated and trusted analysis for all users • A tool built upon the proven, market-leading business intelligence (BI) platform



18 Selecting of Data Access Type Selecting Universe from the wizard to define query.



19 Selecting Universe To access Universe data and generate report select a Universe.



20 Adding Objects and Measures You can drag & drop Objects and Measures from the Web Intelligence Universe data, beneath Result Objects.



21 Query Filters To filter the query, drag predefined filters beneath query filters or Objects then use the filter editor to define Custom filters.



22 Query Filters Operators

Select the operator from the pre defined drop down list.



23 Mapping Values

Select the Mapping Values from the Options Provided.



24 Selecting the values Select the list of values to be filtered.



25 Running query against the Values Selected



26 Report Output The report is generated for the chosen query and selected parameter.

bo universe trainnig guide

Education

universe parameters

x universe

connection parameters

measure objects

web intelligence

database middleware

configuration parameters

database functions