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Getting Started with Information Design
Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or S"P B# $.%. The doc ment !oc ses on basic &e'words, terminolog' and de!initions one sho ld &now be!ore starting S"P B# $.%. (oin o r pro!essional training program and learn !rom e)perts.
History:
Version Description Change 0.1 Initial Draft 0.1 %e&ie'(1 Author Lax i Ahu!a A it )har a Publish Date 10th "ct #01$ 10th "ct #01$
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Table of Contents
Table of Contents.............................................................................................................................. 2 Introduction to Information Design Tool.............................................................................................3 Starting Information Design Tool....................................................................................................3 Creating Universe using Information Design Tool..............................................................................5 Steps for Creating Universe........................................................................................................... 5 Changing b!ect t"pe................................................................................................................... 25 #etrieving a published universe from the local file s"stem..............................................................32
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1o authentication is re2uired to use the information design tool in offline mode 3not connected to a repositor"4. 5ou can begin creating and editing local resources. !ote" -hen "ou double6clic7 a resource file in the local file s"stem 3for e)ample a .bl)* .df)* or .cn) file4* the information design tool opens ,ithout opening the specific resource editor. 5ou must open the editor from the +ocal %ro!ects 8ie,.
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onnections
onnection
;nter the #esource 1ame and Description. Description can be used to identif" the connection ,hen multiple connection are made in a single pro!ect. Clic7 on 1e)t.
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Choose the Data Source 1ame. +et us ta7e Club as the data source.
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$ popup ,indo, ,ill appear li7e this as "ou can see. Test #esult ,ill be seen in another popup ,indo, li7e this.
5ou can clic7 on test details to see the details. It should displa" the details li7e this.
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1o, "ou can configure the parameters li7e connection timeout* fetch si@e* bind si@e * etc for the connection.
$fter "ou clic7 on <inish. 5ou can see the Aeneral Information.
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onnections can be local or secured" Create a local connection if "ou ,ant to publish the universe on the local file s"stem. +ater* "ou can publish the business la"er to a repositor". Create a secured connection if "ou ,ant to create a multisource6enabled universe* or if "ou ,ant to publish the universe in a repositor" ,ithout first publishing locall". <or secured connections* "ou must create connection shortcuts in the local pro!ect to reference the secured connections in the repositor". To ma7e a secure connection* ta7e the follo,ing steps #ight clic7 on connection that "ou have made and goto Publish onnection to *epositor+&
$fter "ou %ublish Connection to a #epositor"* "ou can see this popup ,indo,.
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Define the repositor" folder ,here "ou ,ant to publish the connection.
$fter "ou clic7 on <inish. 5ou get the Info ,indo, that "our connection ,as published successfull".
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;nter the name "ou ,ant to give to "our data foundation* "ou can also give some description about "our data foundation. Clic7 on ne)t.
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Select the t"pe of data foundation "ou ,ant6 Single source or multiple sources enabled. Clic7 on 1e)t.
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Select the t"pe of connection 6 Secured or +ocal. -e ,ould select the secured connection. Clic7 on <inish.
5ou can see the data foundation created ,ith the e)tension df). 5ou can ,or7 on the ........ to insert the tables.
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5ou can Select the connection from ,here "ou ,ant to insert the tables.
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Select the tables "ou ,ant in "our data foundation and "ou can chose to Detect the Be"s and the Coins along ,ith cardinalities associated ,ith !oins. Clic7 on <inish.
1o, "ou can see all the selected tables in the structure panel li7e this.
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5ou can manuall" create the !oins li7e this after "ou rearrange the tables.
-hen "ou double clic7 on the Coin* "ou can edit the !oin as per "our re2uirements and clic7 on %&/0ui join
7.
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4&Theta .oin
1&Shortcut .oin
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Select the t"pe of data source for the business la"er. Clic7 on 1e)t.
Aive the &usiness +a"er a name and describe it. Clic7 on 1e)t.
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Select the Data <oundation "ou ,ant to build "our business la"er to associate ,ith. Chec7 the bo) to automaticall" create folders and ob!ects. Clic7 on <inish.
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5ou can clic7 on change data foundation to change the data foundation that "ou have connected ,ith initiall". 5ou can clic7 on the folders to see the ob!ects. There are 3 t"pes of ob!ects Dimensions 9easures $ttributes 1o, "ou can see the b!ects and folders enclosed in the red label.
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1o, "ou can see that Da+s and !b Guests are changed to t"pe 9easure.
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5ou need to select the business la"er ,hich "ou need to publish as universe. Clic7 on O5.
In the %ublish Universe "ou can chec7 for integrit" of all the components. Cust chec7 the components "ou ,ant to chec7 and clic7 on hec5 Integrit+& Clic7 on !e6t&
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.. Creating :ueries to Test "our Universe Clic7 on %arameters and +ist of values . Clic7 on the Insert option in the +ist of 8alues panel. ;nter 1ame for +ist of 8alues. Clic7 on /dit 7uer+&
1o, "ou can see the 2uer" panel and the re2uired universe along ,ith the #esult ob!ects for 2uer" * :uer" filters and the Data %revie, for "ou 2ueries.
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5ou can drag and drop the ob!ects "ou ,ant in "our report.
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1o, clic7 on #efresh to get the #esult Data Set. $s sho,n here.
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(& <ollo, the instructions on the ,i@ard pages. -hen the ,i@ard finishes* the business la"er and its dependent resources 3connections* connection shortcuts8 and data foundation9 are created in the local project and are read+ to be edited&
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Select the Universe "ou ,ant to retrieve. 5ou can choose to Save it for all users. Clic7 on 'inish&
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Note: By default, the resources are retrieved into the local project and are secured locally by requiring you to enter your repository system authentication when opening a retrieved data foundation or business layer. To remove the local security requirement, select the Sa$e for all users option when selecting the universe in the repository. Follow the instructions on the wizard pages When the wizard finishes, the business layer and its dependent resources connections, connection shortcuts, and data foundation! are created in the local project and are ready to be edited.
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