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Copyright
No part of the computer software or this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from Business Objects S.A. The information in this document is subject to change without notice. If you find any problems with this documentation, please report them to Business Objects S.A. in writing at documentation@businessobjects.com. Business Objects S.A. does not warrant that this document is error free. Copyright Business Objects S.A. 2003. All rights reserved. Printed in France.
Trademarks
The Business Objects logo, WebIntelligence, BusinessQuery, the Business Objects tagline, BusinessObjects, BusinessObjects Broadcast Agent, Rapid Mart, Set Analyzer, Personal Trainer, and Rapid Deployment Template are trademarks or registered trademarks of Business Objects S.A. in the United States and/or other countries. Contains IBM Runtime Environment for AIX(R), Java(TM) 2 Technology Edition Runtime Modules (c) Copyright IBM Corporation 1999, 2000. All Rights Reserved. This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM are available at http://oss.software.ibm.com/icu4j. All other company, product, or brand names mentioned herein, may be the trademarks of their respective owners.
Use restrictions
This software and documentation is commercial computer software under Federal Acquisition regulations, and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense. The use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.2277013. U.S. Patent Numbers 5,555,403, 6,247,008, and 6,578,027. 372-10-610-01
Contents
Preface
Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Chapter 1 About Drill Through 15
What does the administrator do? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 What does the administrator need to know? . . . . . . . . . . . . . . . . . . . . . . . . 19 What is drill through? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Setting up drill through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Chapter 2 Drill Through Requirements 29
Normalized relational databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Star schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 What is a Business Objects universe? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 How cubes and universes relate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Chapter 3 Designing the Target Universe 41
Designing the target database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Designing a star schema database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Creating the target universe from the database . . . . . . . . . . . . . . . . . . . . . . 46
Contents
Chapter 4
47
What is UDS Designer? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 What are translation maps? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Mapping from cubes to universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Building translation maps using UDS Designer . . . . . . . . . . . . . . . . . . . . . . 54 Importing data sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Creating a translation map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Working with existing translation maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Making translation maps available to WebIntelligence . . . . . . . . . . . . . . . . 78 Chapter 5 WebIntelligence in Drill Through 79
Creating WebIntelligence target reports . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Drill through workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Chapter 6 Managing and Maintaining a Drill Through Environment 89
Why maintenance is necessary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Changes that require updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Problems caused by outdated translation maps . . . . . . . . . . . . . . . . . . . . . 93 Source cube and target cube/universe locations . . . . . . . . . . . . . . . . . . . . 94
Contents
Examples
What are the unit sales of different brands of soccer cleats in 2001 Q1 ? . . 21 Selecting multiple measure cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Selecting member labels from different dimensions . . . . . . . . . . . . . . . . . . 91 Selecting member labels at the same level . . . . . . . . . . . . . . . . . . . . . . . . . 92 Selecting member labels from the same and different dimensions . . . . . . . 92 Selecting member labels and values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Examples
Examples
preface
Overview
Information, services, and solutions
The Business Objects business intelligence solution is supported by thousands of pages of documentation, available from the products, on the Internet, on CD, and by extensive online help systems and multimedia. Packed with in-depth technical information, business examples, and advice on troubleshooting and best practices, this comprehensive documentation set provides concrete solutions to your business problems. Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment. See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support, education, and consulting requirements.
Information resources
Whatever your Business Objects profile, we can help you quickly access the documentation and other information you need.
Where do I start?
Below are a few suggested starting points; there is a summary of useful web addresses on page 12. Documentation Roadmap The Documentation Roadmap references all Business Objects guides and multimedia, and lets you see at a glance what information is available, from where, and in what format. View or download the Business Objects Documentation Roadmap at www.businessobjects.com/services/documentation.htm Documentation from the products You can access electronic documentation at any time from the product you are using. Online help, multimedia, and guides in Adobe PDF format are available from the product Help menus. Documentation on the web The full electronic documentation set is available to customers with a valid maintenance agreement on the Online Customer Support (OCS) website at www.businessobjects.com/services/support.htm Buy printed documentation You can order printed documentation through your local sales office, or from the online Business Objects Documentation Supply Store at www.businessobjects.com/services/documentation.htm Search the Documentation CD Search across the entire documentation set on the Business Objects Documentation CD shipped with our products. This CD brings together the full set of documentation, plus tips, tricks, multimedia tutorials, and demo materials. Order the Documentation CD online, from the Business Objects Documentation Supply Store, or from your local sales office.
Information resources
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Multimedia Are you new to Business Objects? Are you upgrading from a previous release or expanding, for example, from our desktop to our web solution? Try one of our multimedia quick tours or Getting Started tutorials. All are available via the Online Customer Support (OCS) website or on the Documentation CD.
If your issue concerns a Business Objects product and not the documentation, please contact our Customer Support experts. For information about Customer Support visit: www.businessobjects.com/services/support.htm
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Services
A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business.
Services
12
Content
Overview of Business Objects documentation. Links to Online Customer Support, Documentation Supply Store, Documentation Roadmap, Tips & Tricks, Documentation mailbox.
Business Objects product information Information about the full range of Business Objects products. www.businessobjects.com Developer Suite Online www.techsupport.businessobjects.com Knowledge Base (KB) www.techsupport.businessobjects.com Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support (OCS) website. Provides all the documentation, latest samples, kits and tips. Technical articles, documents, case resolutions. Also, use the Knowledge Exchange to learn what challenges other users both customers and employees face and what strategies they find to address complex issues. From the Knowledge Base, click the Knowledge Exchange link. Practical business-focused examples.
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Content
Starting point for answering questions, resolving issues. Information about registering with Worldwide Customer Support. The range of Business Objects training options and modules.
Business Objects Consulting Services Information on how Business Objects can help maximize your business intelligence investment. www.businessobjects.com/services/ consulting.htm
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Audience
This guide is intended for administrators who need to set up drill through between WebIntelligence reports.
$DIRECTORYPATHNAME The path to a directory in the Business Objects installation/configuration directory structure. For example: $INSTALLDIR refers to the Business Objects installation directory. $LOCDATADIR refers to a subdirectory of the BusinessObjects installation directory called locData.
chapter
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Overview
Universal Drill Through Service (UDS) is a technology that allows users to drill down into a WebIntelligence Relational report, or another WebIntelligence OLAP report, from a WebIntelligence OLAP report. With UDS, users can seamlessly carry over their data analysis from report to report. The user selects the cell or cells in the OLAP cube for drilling, and UDS presents them with a list of WebIntelligence Relational or OLAP reports that provide more detailed drill down data. UDS remembers the point at which the user left the cube and carries this context across to the target WebIntelligence report. UDS allows users to move from navigation of summarized OLAP cubes to more detailed query, reporting and analysis within the same framework. Users can perform dynamic multidimensional cube analysis and access lower level details stored in the target report. As administrator, you need to map the source OLAP cube to the universe or target OLAP cube and create reports that are appropriate for the different contexts at which the user might drill through from report to report.
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EXAMPLE What are the unit sales of different brands of soccer cleats in 2001 Q1 ?
In this example the data analyst needs to work with two data sources: an OLAP cube that provides unit sales data down to the level of the type of sports equipment (soccer cleats, golf shoes, baseball uniforms) and a WebIntelligence universe that breaks down sales by each different brand of cleat, shoe, uniform etc. Using the cube, the analyst has drilled down as far as producing a report showing the sales of cleats by quarter. However, he now wishes to investigate further the sales of individual brands of cleat by quarter. To do this, he must: 1. Start WebIntelligence. 2. Load the appropriate universe containing data down to the level of unit sales of cleats by quarter. 3. Create a report showing sales of soccer cleats by quarter for the year 2001. 4. Drill down into this data to analyze sales figure by quarter by brand. With drill through, this complex process becomes straightforward. While browsing the data in the OLAP cube, the analyst simply elects to drill-down into the data showing unit sales of brands by quarter. Even though this data is not in the cube, Universal Drill Through Service (UDS) opens the appropriate WebIntelligence report built against the appropriate universe, and passes the analysts context in the OLAP cube to this report. The analyst can then continue drilling into the data in the WebIntelligence report.
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UDS maps Maps are files that tell the Drill Through Service exactly how to carry the drill context from the source cube to the target universe (see Chapter 5 "Building Translation Maps" on page 81). You create UDS maps using UDS Designer (see below). For more details on how UDS maps fit into the overall drill through architecture, see Drill through architecture on page 22. UDS Designer UDS Designer is the graphical tool used to build UDS maps (see Chapter 5 "Building Translation Maps" on page 81). Target database In an OLAP-to-relational scenario, the target database is the database on which the target universe is built. Ideally, this database should be configured in a star or snowflake schema. (see "Designing the Target Database" on page 78). This makes mapping OLAP cube members to universe objects simpler. However, the only hard criterion for target database design is that it must be possible to map the members in the OLAP cube to the objects in the target universe. Target universe In an OLAP-to-Relational scenario, the target universe is a Business Objects universe built against the target database. It must be configured to match the structure of the source cube (see Drill Through Requirements on page 65). Target reports Target reports are the WebIntelligence reports invoked by the Drill Through Service when the analyst drills outside the data contained in the source cube. Each possible context at which you wish to allow the analyst to drill through to the target universe must be covered by a target report (see Creating WebIntelligence Target Reports on page 119). A general rule of thumb is that each measure in the OLAP cube will require its own target report. This is because the OLAP measures contain data at a summarized level; the report corresponding to each measure therefore provides more detailed data for that measure.
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Overall drill through architecture The following diagram illustrates the relationships between the different components of drill through:
Drill through implementation in WebIntelligence The following diagram illustrates the relationships between the different components of drill through as implemented in WebIntelligence:
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Run time architecture The following diagram shows the run time implementation of the drill through architecture. This highlights the two data packages that the Drill Through Service uses: the drilled data package and the translation map:
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NOTE
For more information on universes, see What is a Business Objects Universe? on page 70.
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chapter
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Overview
This chapter looks at the design requirements for a successful drill through environment. For Drill Through to function correctly, each component must be designed according to specific guidelines, and the designs of the various components are interrelated. For example, if you are using OLAP-relational drill through, the design of the universe on which the target reports are built needs to mirror the design of the source OLAP cube, and the database should be in a star schema to facilitate the universe design. The design requirements for a drill through environment are as follows: For OLAP-relational drill through: The target relational database is ideally in a denormalized a star or snowflake schema, although any schema that supports mapping to the OLAP cube is workable. (The following sections describe the differences between normalized and star schema databases.) The classes and objects in the target universe map to the levels and dimensions in the source OLAP cube. For OLAP-to-OLAP drill through: OLAP-to-OLAP drill through is very similar to OLAP-to-relational drill through, except that the target universe objects are replaced by target OLAP levels. The rest of this chapter examines the issues surrounding relational databases in OLAP-to-relational drill through.
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Star schemas
The star schema is an alternative database design that is optimized for data output. Star schemas violate normalization rules spectacularly, but they also speed up data retrieval by a significant degree. As a general rule, they are used strictly for reporting rather than data input. Star schema databases are populated from OLTP databases. The OLTP data is transformed to fit into the star schema, and the database is refreshed periodically from the OLTP systems. The star schema maps closely to the structure of an OLAP cube. As a result, data in OLAP cubes is often drawn from data warehouse databases designed as star schemas.
Snowflake schemas
A snowflake schema is similar to a star schema except that the hierarchies in the dimension table are normalized out to some extent. Snowflake schemas are less common because the database space saved by normalization is small (in a large star schema database, approximately 95% of the space is occupied by the fact table), and the joining of the snowflaked tables
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adds additional overhead. The example database is predominantly in a star schema, although the Product dimension is snowflaked into the PRODUCT and PRODUCT_CLASS tables.
Star schemas
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Member
Cleats
The basic type OLAP-relational mapping provided by UDS is "level translation. In level translation a dimension level is mapped to a universe object where all the members for a dimension level map to a universe object and the member name corresponds exactly to the universe object value (eg. 2000Q1 = 2000Q1)
Design requirements
The following sections examine the structures of the cube, universe and database in the demonstration material more closely, in order to demonstrate the structure of the components in a drill through environment.
Relational database
Ideally, the database should be in a star or snowflake schema, although any schema that allows mapping of cube members to universe objects is workable. The following figure shows the schema for the example MS Access database that
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ships with WebIntelligence. This database is predominantly in a star schema, although the Product dimension is snowflaked into the PRODUCT and PRODUCT_CLASS tables.
Making member names unique When building your database, you need to account for the fact that members in Essbase/DB2 OLAP cubes must be unique throughout the entire cube. For example, a Time dimension containing data for multiple years cannot contain multiple members called March. You solve this by creating a composite name for such members. A composite name is built from the member name qualified by the names of parent members. For example, the member March in the year 2001 could be named 2001Q103. In this case, the month is qualified by both the quarter and the year in order to make the member name unique.
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You need to account for this when designing your database. In the example database, the TIME_PERIOD table contains the columns ess_month (in the form 2001Q103) to uniquely identify the month, and ess_quarter (in the form 20001Q1) to uniquely identify the quarter.
NOTE
You can also solve the problem of unique member names at the universe level. See the next section.
Universe
The classes, objects and measures in the universe must match the dimensions, levels and measures in the source cube. However, the universe can contain additional items not in the source cube. The table below shows example mappings from the demo universe and cube shipped with WebIntelligence. Cube Dimension Level Member Product Product Family Sportswear Class Object Value Universe Product Product Family Sportswear
You can see this mapping by examining the demonstration translation map supplied with WebIntelligence. Open the map using <smalcap>UDS Designer (see the chapter Building Translation Maps on page 81 for instructions on using this tool).
The translation map maps the cube level Product Family to the universe class/object Product/Product Family. SportsWear is a member in the cube level and a value of the universe object.
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Designing for unique members If your source cube is an Essbase/DB2 OLAP cube, you will need to take the cubes unique member names into account. In Essbase/DB2 OLAP, each member name must be unique throughout the entire cube. Cube designers solve this by qualifying member names with the names of one or more parent members. The time dimension members are often named in this way. If the time dimension contains data for more than one year, the names of the months in the year must be qualified with the year to make them unique. For example, the March 2001 member cannot be named March; it needs a name like 2001March. Creating universe objects to map to unique members You can create universe objects that map to the unique members in a cube. Because universes provide a layer of abstraction between the database and the user, you can add objects to the universe that derive from various objects in the database. For example, you could create a universe object called Essbase Quarter that concatenates the quarters parent year followed by the quarter, in the form "2000Q1". This is what the object definition would look like in Designer:
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Cube
There are no restrictions on cube design, other than the normal restrictions imposed by Essbase/DB2 OLAP (for example, the need to have unique member names). The cube design carries over to the design of the universe and target databases and places restrictions on those components, as described in the previous sections.
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chapter
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Overview
This chapter describes the WebIntelligence target universes on which you base your drill through target reports in OLAP-to-Relational drill through.
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The target database does not need to map to the structure of the whole source cube, just to those dimensions that you wish users to be able to drill through from. After you have designed your database, you will need to populate it. How you do this depends on factors such as the operating system and RDBMS on which the database is hosted. If you use views in the target database, you do not need to perform as much data migration.
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You can also account for unique members at the universe level. See Creating universe objects to map to unique members on page 74 for more details.
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This should not present an issue as the mapping of an Accounts dimension is rarely useful. The purpose of Drill Through is to allow the user to retrieve lowerlevel numerical data from the database than is available in the cube. To do this, Drill Through needs to map dimensions and levels between the cube and database. Numerical data is retrieved based on the dimensions and levels that the user is querying - in itself it is not relevant to drill through context.
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Member
Cleats
chapter
48
Overview
This chapter describes UDS translation maps and how to build them using UDS Designer. Translation maps tell the Drill Through Service how to translate the context from an OLAP source cube to a universe (OLAP-to_relational drill through) or OLAP target cube (OLAP-to-OLAP drill through). Drill through currently supports Microsoft SQL Analysis Services and Essbase/DB2 OLAP as OLAP sources.
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Level translations
A level translation is a general rule that applies to all members at a particular level in an OLAP cube. It has the following components: Target universe class - in an OLAP to relational translation, the universe class that an OLAP member translates to. Target universe objects - in an OLAP to relational translation, the universe objects that an OLAP member translates to. Target OLAP level - in an OLAP to OLAP translation, the OLAP level that an OLAP member translates to. Translation rule - a rule that specifies how to manipulate the member when passing it from the source to the target. Parent translation - an additional translation rule used to qualify the member with its parent member or members where the name of the member alone is not enough to uniquely identify it in the universe.
Member translations
You use member translations to exclude specific members that you do not want to be translated as part of a level translation. For example, the dynamic time series members in an Essbase cube (Quarter to Date) have no equivalent in a relational database. To prevent this member from being translated, you assign a member translation to it and disable translation for the member.
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Description Loads the source cube metadata into UDS Designer Loads the target universe metadata into UDS Designer Loads the target cube metadata into UDS Designer Adds the translations that describe the cubeto-universe mapping to the translation map
For further information, see... Importing the source cube on page 56 Importing the target universe on page 58
Adds the Specifying target reports WebIntelligence target on page 73 reports to the translation map
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Import the source cube When you load the source OLAP cube, you make its metadata (dimensions, hierarchies, levels and members) available to UDS Designer. You can then add these metadata objects to the translation map. Import the target universe When you load the target universe, you make its metadata (classes and objects) available to UDS Designer for the same reason. Import the target cube When you load the target cube, you make its metadata available to UDS Designer. Add the translations to the map This is the key process in which you tell the Drill Through Service how to translate the context from the source cube to the target WebIntelligence report. You do this by adding translation objects to the map and setting their properties. Specify WebIntelligence target reports After you have added all the translations to the map, you specify the target WebIntelligence reports to which the map applies. These are the reports that the user will drill through to from the source OLAP cube.
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The OLAP Source Information pane shows the dimensions, hierarchies and levels in the source cube The Universe Target Information pane shows the classes and objects in the target universe
The Mapping Parts pane contains the different objects that you can add to a translation map
You use the Add and Delete The Map Model buttons to add or remove ob- pane displays the translation map jects from the translation map
The Properties area allows you to change the properties of the currently-selected object in the translation map
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When working with a previously-saved translation map that you open using UDS Designer, it is not possible to change the data sources.
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3. Enter the name of the OLAP server in the OLAP Server box. 4. Select the OLAP server type from the Server Type dropdown list. 5. Enter your OLAP server username and password in the User Name and Password boxes. (This step does not apply to MS OLAP.) 6. Click Connect. UDS Designer attempts to connect to the server using the information you have given. If connection is successful, the DataBases dropdown list box is populated with names of the OLAP databases available on the server. 7. Select the database containing the cube you want to access from the Databases dropdown list box. 8. The Cubes dropdown list box is populated with the names of all the cubes available in the database you selected. 9. Select the cube that you want to connect to from the Cubes dropdown list box. 10. Click Load Cube. 11. The OLAP Source Information pane is populated with the dimensions, levels and hierarchies in the source cube. In addition, the translation map is populated with all the dimensions, hierarchies and levels in the cube.
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NOTE
You can also import a source cube when you already have a translation map loaded. In this case, UDS Designer does not automatically assign all the dimensions, hierarchies and levels to the translation map.
Enter your User Name and Password and click OK. If the connection to the repository succeeds, you will see the Universe Target Information dialog box.
If you cannot connect to the repository, check that the repository database is available and that you have the correct middleware installed to access it. Select a universe from the Universes dropdown, then click Load Universe. UDS Designer populates the Universe Target Information with the classes and objects from the universe.
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Security
Drill through security is handled entirely by the originating and target query tools. The displayed cube members and values are based on the user ID used to connect to the OLAP cube. Universe security is governed entirely by the user ID used to connect to WebIntelligence.
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Adding, removing and replacing dimensions You can add, remove or replace dimensions in the translation map. To add a dimension: 1. Select the Map object in the Map Model pane.
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To remove a dimension: 1. Select the dimension in the Map Model pane. 2. Click Remove. The dimension is removed from the translation map. To replace a dimension: 1. Select the dimension to be replaced in the Map Model pane. 2. Select the replacing dimension in the OLAP Source information pane. 3. Click Add. The dimension is replaced with the new dimension from the source cube. Enabling dimensions for translation When you load the source cube for a new translation map, UDS Designer adds all the cube dimensions to the translation map. Initially, all dimensions are not enabled for translation. You need to enable the dimensions that you wish to be translated. To enable a dimension: 1. Click the dimension in the Map Model pane. The Properties area shows the dimension properties.
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pane. 2. Select the hierarchy in the OLAP Source Information pane. 3. Click Add. The hierarchy is added to the dimension in the translation map. To remove a hierarchy: 1. Select the hierarchy in the Map Model pane. 2. Click Remove. The hierarchy is removed from the translation map. To update a hierarchy: 1. Select the hierarchy to be updated in the Map Model pane. 2. Select the replacing hierarchy in the OLAP Source information pane. 3. Click Add. The hierarchy is replaced with the new hierarchy from the source cube. Enabling hierarchies for translation To enable a hierarchy for translation: 1. Click the hierarchy in the Map Model pane. The Properties area shows the hierarchy properties.
2. Select Translation Enabled in the Properties area to enable translation for the hierarchy.
NOTE
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3. Click Add. The level is added to the dimension/hierarchy in the translation map.
To remove a level: 1. Select the level in the Map Model pane. 2. Click Remove. The level is removed from the translation map. To update a level: 1. Select the level to be updated in the Map Model pane. 2. Select the replacing level in the OLAP Source Information pane. 3. Click Add. The level is replaced with the new level from the source cube.
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Enabling levels for translation To enable a level for translation: 1. Click the level in the Map Model pane. The Properties area shows the level properties.
To disable an enabled level, select Translation Enabled again. Populating translation objects automatically UDS Designer can populate the class and object properties automatically when you add a level translation. To add a level translation and automatically populate these properties, do the following: 1. Select the level in the Map Model pane. 2. Select the universe object in the Target Universe information pane. 3. Click Add. Because you specified a target universe object in step 2, the Universe Class and Universe Object properties of the level translation are automatically populated with the universe objects parent class and object name respectively. Specifying member translations A level translation applies to all members at a level. If you need to specify a translation for a particular member, you can do so by adding a member translation.
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To add a member translation: 1. Select the members level in the Map Model pane. 2. Select Member Translation in the Mapping Parts pane. 3. Click Add. UDS Designer adds a level translation (if one is not already present) and a member translation to the level.
4. Specify the class and object properties for the level translation.
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5. Select the Source Member Unique Name component of the member translation.
6. Type the member name in the Member Unique Name box in the Properties area. The source member is updated in the Map Model pane.
7. Select the Target Unique Value component of the member translation in the
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8. Type the member name in the Member Unique Name box in the Properties area. The source member is updated in the Map Model pane.
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Deleting member translations To delete a member translation: 1. Select the member translation in the Map Model pane. 2. Click Delete. The member translation is removed from the translation map. Adding parent translations You might need to qualify a member with at least one parent member in order to make translation to the target universe possible. For example, the source cube might contain the member Q4 in the Time dimension. You would need to qualify the name of this member with the name of the parent member (for example 2000) in order to create a unique member name. In this case, the context passed by the Drill Through Service would be 2000Q4. To do this you need to add a Parent Translation object to the level. You can add a Parent Translation Object only after you have added a level translation. To add a Parent Translation Object: 1. Select the level translation in the Map Model pane. 2. Select Parent Translation in the Mapping Parts pane.
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3. Click Add. The Parent Translation object is added to the level. By default it points to the immediate parent level.
4. Specify the level to which the Parent Translation Object points by typing its name into the Unique Name box in the Properties area. Qualifying a translation with multiple parent levels You can qualify a level with more than one parent level by adding a Parent Translation object that points to a level that itself has a parent translation object. The Drill Through Service will move up through the hierarchy of Parent Translation objects and qualify the level name with all the parent levels in the hierarchy. Deleting parent translations You delete a Parent Translation Object directly or by deleting the level or member translation to which it is associated.
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2. 3. 4. 5.
Type the name of the report in the Document Name box. Type the document caption in the Document Caption box. Type a comment in the Comment box. Click Add. The report appears in the Assigned Documents list. 6. Click OK.
NOTE
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Editing a target report To edit a target report: 1. Select the report in the Assigned Documents list. The Add button becomes a Set button.
2. Modify the document name, caption or comment as necessary. 3. Click Set. Deleting a target report To remove a report from the target reports list: 1. Select the report in the Assigned Documents list. 2. Click Remove. The report is removed from the list.
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2. Select a translation map and click OK. The translation map is loaded into UDS Designer.
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2. Enter the name of the OLAP server in the OLAP Server box. 3. Select the OLAP server type from the Server Type dropdown list. 4. Enter your OLAP server username and password in the User Name and Password boxes. (This step does not apply to MS OLAP.) 5. Click Connect. UDS Designer attempts to connect to the server using the information you have given. If connection is successful, the DataBases dropdown list box is populated with names of the OLAP databases available on the server. 6. Select the database containing the cube you want to access from the Databases dropdown list box. 7. The Cubes dropdown list box is populated with the names of all the cubes available in the database you selected. 8. Select the cube that you want to connect to from the Cubes dropdown list box. 9. Click Load Cube.
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The OLAP Source Information pane is populated with the dimensions, levels and hierarchies in the source cube. In addition, the translation map is populated with all the dimensions, hierarchies and levels in the cube.
NOTE
When you change the originating data source, the current map information is lost. To change the target data source 1. Click Change Target Data Source on the Data Sources menu. The OLAP Source Information dialog box appears if your are working with an OLAP to OLAP map.
The Universe Target Information dialog box appears if you are working with an OLAP to relational map.
2. Follow the procedure outlined in To change the originating data source on page 76 to select a different OLAP cube, or select the universe and click Change Originating Data Source to select a different universe.
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2. Type the name of the server and the port number, then click Update.
chapter
80
Overview
This chapter concentrates on the WebIntelligence side of drill through. It looks at creating WebIntelligence target reports as well as the workflow that the user follows when drilling through to a target report.
81
82
Member cell
Measure cell
83
84
2. Click the Drill Through button on the toolbar. The Drill Through dialog box appears.
85
The target report opens at the context where you started drill through.
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In this situation the filter generated by the Drill Through Service is (2000 and Fashion) or (2000 and Work)
In this situation the filter generated by the Drill Through Service is 100 and West
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In this situation the filter generated by the Drill Through Service is West or Central
EXAMPLE Selecting member labels from the same and different dimensions
In this situation the filter generated by the Drill Through Service is ((2000 or 2001) and Fashion) or (2001 and Sportswear)
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chapter
90
Overview
This chapter describes the ongoing maintenance tasks that you will need to carry out to keep a drill through environment up-to-date and functioning correctly.
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Remember that after you have modified a translation map, you need to stop and then restart the drill through service (see Making translation maps available to WebIntelligence on page 78).
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Level changes
The following changes will require you to update your translation map: A cube dimension is added, removed or renamed A cube hierarchy is added, removed or renamed A cube level is added, removed or renamed Any universe class or object referenced by the translation map is removed or renamed
Member changes
Any of the above changes affect member translations also. You must also account for new members that require additional member-specific translation rules. If such members are added to the source cube, you will need to add corresponding member translations to the translation map.
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94
95
Index
B
Business Objects consulting services 11, 13 documentation 10 Documentation Supply Store 9 support services 11 training services 11, 13
F
feedback on documentation 10
K
Knowledge Base 12
C
consultants Business Objects 11 customer support 11
M
multimedia quick tours 10
O
OLAP source cube design requirements 39 Online Customer Support 11
D
demo materials 9 Developer Suite 10, 12 documentation CD 9 feedback on 10 on the web 9 printed, ordering 9 roadmap 9 search 9 Documentation Supply Store 9 drill through and Business Objects 25 architecture 22-24 components 21-22 defined 20-21 previous difficulty of 24 drill through samples described 27
R
relational database normalized 31 snowflake schema 32 star schema 32
S
search documentation 9 support customer 11
T
target database design requirements 35 designing 43 Essbase Accounts dimension 44 Essbase member-naming restrictions 44
E
education see training
Index
96
target reports defined 18 target universe creating from the target database 46 design requirements 37 Tips & Tricks 10 training on Business Objects products 11 translation maps defined 17
U
UDS 16, 21 UDS Designer 48-75 Universal Drill Through Service see UDS 16 universes 25, 34 relation to cubes 35
W
web customer support 11 getting documentation via 9 useful addresses 12 WebIntelligence administrator required knowledge 19 tasks 17-18
Index