Oracle BI Discoverer
Administrator 11
g
: Develop an
EUL
Volume I •Student Guide
D60283GC10 Edition 1.0
February 2010 D65281
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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 Publishers Jobi Varghese Veena Narasimhan
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
Summary 1-44 Quiz: Overview 1-45 Quiz 1-46
2 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 1 2-25 Creating a Business Area by Using the Load Wizard: Step 2 2-26 Examples of Private, Public, and Partial Access Tables 2-28 Creating a Business Area by Using the Load Wizard: Step 3 2-29 Creating a Business Area by Using the Load Wizard: Step 4 2-30 Creating a Business Area by Using the Load Wizard: Step 5 2-31 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 1 2-43 Export Wizard: Step 2 2-44 Export Wizard: Step 3 2-46 Import Wizard: Step 1 2-47
Import Wizard: Step 2 2-48 Import Wizard: Step 3 2-49 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 2-67
3 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 2 3-8 Creating an LOV by Using the Item Class Wizard: Step 3 3-9
Creating an LOV by Using the Item Class Wizard: Step 4 3-10 Creating an LOV by Using the Item Class Wizard: Step 5 3-12 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 2 3-16 Creating an Alternative Sort by Using the Item Class Wizard: Steps 3 and 4 3-17 Creating an Alternative Sort by Using the Item Class Wizard: Steps 5 and 6 3-18 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
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 4-31
5 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
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 5-45
6 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
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 2 7-19 Creating Drill to Detail by Using the Item Class Wizard: Steps 3 and 4 7-20 Creating Drill to Detail by Using the Item Class Wizard: Step 5 7-21
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 7-42
8 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
Creating Summary Folders by Using the Summary Wizard: Step 1 8-10 Creating Summary Folders by Using EUL Items 8-11
Creating Summary Folders by Using EUL Items: Step 2 8-12 Creating Summary Folders by Using EUL Items: Step 3 8-13 Creating Summary Folders by Using EUL Items: Step 4 8-14 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 5 8-21 Creating Summary Folders by Using EUL Items: Step 6 8-22 Creating Summary Folders by Using Query Statistics 8-23
Creating Summary Folders by Using Query Statistics: Step 2 8-24 Creating Summary Folders by Using Query Statistics: Step 3 8-25
Creating Summary Folders by Using Query Statistics: Steps 4 and 5 8-26 Creating Summary Folders by Using Query Statistics: Steps 6 and 7 8-27 Registering External Summary Tables 8-28
Creating Summary Folders by Using External Tables 8-29
Creating Summary Folders by Using External Tables: Step 3 8-30 Creating Summary Folders by Using External Tables: Step 4 8-31 Creating Summary Folders by Using External Tables: Step 5 8-32 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 8-47
9 Automated Summary Management
Objectives 9-2 Overview 9-3
Summary Management 9-4 ASM Policy 9-5
Executing ASM 9-7
Running ASM After Bulk Load 9-8 Summary Wizard: Step 1 9-9 Summary Wizard: Step 2 9-10 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 3 9-17 Recommended Summaries 9-18
Automated Summary Creation: Complete 9-19 Summary 9-20
Practice 9-1: Overview 9-21 Quiz: Overview 9-23
Quiz 9-24
10 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 10-10 Setting the Repository User Property 10-11
Setting Up Scheduled Workbook Privileges and Limits 10-12 Managing Scheduled Workbooks 10-13
Components of the Manage Scheduled Workbooks Dialog Box 10-14 Editing a Scheduled Workbook 10-16
Viewing Scheduled Workbook Status 10-17 Unscheduling a Workbook 10-18
Changes Affecting Batch Reports 10-19 Summary 10-20
Practice 10-1: Overview 10-21 Quiz: Overview 10-24
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 11-10
Deleting a Business Area 11-11
Migrating from Development to Production 11-12 Moving Only Workbooks 11-14
Support for Multiple Schemas 11-15 Workbooks for EUL Analysis 11-17 Summary 11-19
Practice 11-1: Overview 11-20 Quiz: Overview 11-23
Quiz 11-24
12 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 1 12-4 Creating an EUL for a New User: Step 2 12-5 Deleting an EUL 12-6
Installing the Sample Data 12-7
Installing the Sample Data: Steps 1 and 2 12-8 Installing the Sample Data: Step 3 12-9
Uninstalling the Sample Data 12-10
Uninstalling the Sample Data: Steps 1 and 2 12-11 Multiple End User Layers 12-12
Managing EULs 12-13
Assigning a Default EUL 12-14 Verifying the Default EUL 12-16
Discoverer Administrator Command-Line Interface 12-17 Command-Line Interface 12-18
Examples of Command-Line Options 12-19 Command-Line Options 12-20
Examples of Exporting EUL Elements 12-22 Using a Command File 12-23
Oracle Discoverer EUL Command Line for Java: Running Commands 12-26 Oracle Discoverer EUL Command Line for Java: Features 12-28
Summary 12-30
Practice 12-1: Overview 12-31 Quiz: Overview 12-34
Quiz 12-35
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 Email 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
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
