universe xi r3
TRANSCRIPT
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A universe is a semantic layer that maps the data
structure found in databases (tables, columns, etc) in
business terms.
A universe can represent any specific business area,
process, or department. For example, a universe can
relate to a department in a company such as
marketing or accounting.
What is a UniverseWhat is a Universe
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Business Objects DesignerBusiness Objects Designer
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A typical universe layout...A typical universe layout...
Classes
Objects
Universe Pane Structure Pane
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ClassClass
A class is a logical grouping of objects within auniverse. In general, the name of a class reflects abusiness concept that conveys the category or typeof objects.
A class can be further divided into subclasses.
As a designer, you are free to define hierarchies ofclasses and subclasses into a model that bestreflects the business concepts of your company.
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ObjectsObjects
An object is the most refined component in a
universe. It maps to data or a derivation of data in thedatabase.
Types of objects -
Dimension Objects -
Focus of analysis in a query.
Maps to one or more columns in a database that are key to a
query.
Measure Objects -
Aggregate functions that map to statistics in a database.
Map to fact attributes of a star schema.
Detail Objects
Descriptive data about the dimensions.
Always attached to a dimension.
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Five stages in universe development processFive stages in universe development process
User RequirementsDetailed analysis of the information needs of the
users.
Data Analysis
Detailed data analysis of the database breaking itdown into functional areas that users can relate to.
Design
Information from first 2 phases must be
amalgamated to create the conceptual design of the
Universe, its objects and other components.
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Development and distributionCreate using the Designer module.
Test using the User module.
Distribute to the users via the repository.
Maintenance
Designer is responsible for updating and maintaining
Universe and keeping it up to date with any changes
in the User Requirements.
Five stages in universe development processFive stages in universe development process
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Define the Parameters
Insert Tables
Make the Joins
Resolve the Loops
Create Classes and Objects
Set up Hierarchies
Creation of the UniverseCreation of the Universe
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Select File, Parameters
To begin creating a new universe:
Select File, New
To access the Universe Parameters dialog box for an
existing universe:
or
Click on
Creating a UniverseCreating a Universe
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A universe is identified with a user name and a connectionto the database
A detailed description can also be added
Setting up Parameters : Definition TabSetting up Parameters : Definition Tab
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What Is a Connection?What Is a Connection?
Definition:A connection is a link from the universe to the
target database.
The link is achieved using middleware (for example
ODBC).
An existing connection may be used or a new
connection created for a universe.
There are three different types of connections.
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Different Types ofConnectionDifferent Types ofConnection
PersonalCan only be used on the client
Shared
Can be used by more than one user to send queries to the
target database from a shared server
Secured
This connection is used when you wish to distribute the
completed universe to the user population via the repository
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3. Identify the driver to be
used to access the
target database
Creating a New ConnectionCreating a New Connection
2. Choose the middleware
1. Click on New.
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Setting up Universe ParametersSetting up Universe ParametersDefinition Tab:name,description
and connection to the database
Summary Tab: author and
statistics about the universe
Strategies Tab: internal or
personal wizards to make
creating a universe easier
Controls Tab: manages access
and control of resources
SQL Tab: queries and SQLparameters
Links Tab: enables dynamic
links with other universes
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The Summary tab displays general information about theuniverse
Setting up Parameters : Summary TabSetting up Parameters : Summary Tab
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Provides automatedstrategies for:
Setting up Parameters : Strategies TabSetting up Parameters : Strategies Tab
Creating objects
Setting joins
The Table browser
listing
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A strategy is a script that reads structural informationfrom a database or a flat file.
DESIGNER uses strategies as an aid for creating thecomponents of the universe - objects, tables and
joins.
In DESIGNER, strategies are of 2 types Built-in Strategies
External Strategies
Universe StrategiesUniverse Strategies
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BuiltBuilt--in Strategiesin Strategies
Built-in strategies are pre-decided strategies that areavailable with any installation of Business Objects.
DESIGNER uses the following built-in strategies forcreating the components of universes:
the Objects Creation strategy, which tells DESIGNER howto define classes and objects automatically from thedatabases tables and columns.
the Joins Creation strategy, which tells DESIGNER how todefine joins automatically from the databases tables andcolumns.
the Table Browser strategy, which tells DESIGNER how toread the table and column structures from the databasesdata dictionary.
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BuiltBuilt--in Strategiesin Strategies
To enable automatic creation, the following must be checked
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ExternalStrategiesExternalStrategies
External Strategies enable designers to specify theirown strategy for creating the universe components.
External strategy files are declared in the STG sectionof .PRM files and are specific to RDBMSes.
Use of external strategies
To insert Objects - Insert --> Candidate Objects
To insert Joins - Tools --> Detect Joins
To insert Tables - Insert --> Tables
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These allow you to limit thesize of results and restrictthe time allowed forexecuting queries
Setting up Parameters : Controls TabSetting up Parameters : Controls Tab
The Supervisor can
change these
parameters for
specific groups orusers
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SQL parameters areused to define the
limits of the SQL
that may be
generated by the
universe.
The Supervisor can
change these
parameters for
specific groups andusers.
Setting up Parameters : SQL TabSetting up Parameters : SQL Tab
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Enables
dynamic links
with other
universes
Setting up Parameters : Links TabSetting up Parameters : Links Tab
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Configures certain
SQL parameters
common to most
RDBMS to optimize
the SQL generated.
Setting up Parameters : parameter TabSetting up Parameters : parameter Tab
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Choose File, Save or click
Saving a UniverseSaving a Universe
Save the universe using a maximum of eight characterswith up to three characters as an extension
This makes it possible to distribute the universe acrossdifferent kinds of computers
By default the universe is saved in the folder:
C:\Documents and Settings\\Application
Data\Business Objects\Business Objects 11.5\universes
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Adding TablesAdding Tables
Click on
Choose Insert, Tables from the menu
The Table browser displays all the tables
and views of the database
You can select multiple tables using the
Shift key or Ctrl key
Use the Table browser:Double-click on the background of the
Structure
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Customizing Table InsertionCustomizing Table Insertion
Select Tools, Options then click on the Database tab
From here you can select
and deselect options
related to table insertion
You can set internalstrategies
to:
automatically extract joins
detect cardinalities
create objects when
inserting tables
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Creating classesCreating classes
Manual CreationUse Insert > class from the menu. An Edit Properties
box appears. Enter class description.
OR
Use to create a class
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Automatic creation
Select a table in the structure pane.Drag it to the universe pane.
A class is created in the universe pane with the same name as the
table name.
Objects are also created automatically in the class corresponding
to the fields in the table.
Creating classesCreating classes
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AliasesAliases
In SQL an alias is an
alternative name for a
table. The purpose of
aliases is to resolve
structural issues in a
database arising from
SQL limitations. In
DESIGNER, an alias is
just a pointer to anothertable
Aliases
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Creating objectsCreating objects
Manual Creation
Select the class where object is to be created.
Use Insert--> Object from the menu. An Edit Properties
box appears. Enter object details.
Automatic creationSelect a column from a table in the structure pane.
Drag it to the universe pane.
An object is created under the nearest class to the point
where you drop the column.Default object name is column name with underscores
replaced with spaces.
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Object Properties
Three property pagesDefinition
Name
Datatype
Description
SELECT
statement
WHERE clause
Object PropertiesObject Properties
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Properties
Qualification
Associated List of
Values
Object PropertiesObject Properties
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Aggregate
projection
Applicable only
to measures.
Defines how the
measure will be
aggregated
when projected
from a micro-cube.
Object PropertiesObject Properties
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Advanced
Security
User rights on
Objects Date Formats
Object PropertiesObject Properties
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Joins
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JoinsJoins
WHAT THEY ARE
Relationship between 2 or more tables that help
restrict the result set of a query run against those
tables.
WHY USE
They limit the occurrence of a Cartesian product, a
situation in which all possible combinations
between each row of each table are retrieved.
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Types ofJoinsTypes ofJoins
Equi-JoinTable 1.Column A = Table 2.Column B
Resulting data set limited to values common in Column A& B.
Outer-Join
Table 1 OUTER JOIN Table 2 on Column A = Column B
Resulting data set limited to ALL the values in Table 1and ONLY matching values in Table 2 based on Column
A and Column B.
Theta-JoinTable 1.Column A BETWEEN .. AND
Links tables based on a relationship other than equalitybetween 2 columns.
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A join can be entered manually using two methods:
Creating and Deleting JoinsCreating and Deleting Joins
With the menu option
Insert, Joins and the
Edit Join box
Graphically
To delete a join, click on the join line and press Delete
40 Copyright 1999 Business Objects SA - All Rights Reserved Issue 2, July 99
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Integrity CheckIntegrity Check
Integrity check allows
the checking of
Universe structure,
Loops , Contexts ,
Cardinality and
Parsing Check on
Joins , Conditions and
Objects .
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HANDSON WORKSHOP
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Create a universe called VACATION
Create a new connection
Use ODBC Driver.
Connection Name Vacation-Connection
Use CLUB datasource
Connection type should be Personal
Remove the limits of 5000 rows and 10 minutes for
query time execution.
Exercise 1Exercise 1
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Identify the windows in the interface...Identify the windows in the interface...
Class and the Object or
Universe Window
Structure Window
Table Window
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Exercise 2Exercise 2
The universe Vacation should have two Classes Customer
& Sales Details. Customer must have 2 objects Customer-Id & Customer-
Name (Full Name)
Sales Details must have two objects Invoice Date &
Invoice-Id. Customer (class) must have 2 detailed objects namely
Phone number & Address giving additional info. about
Customer Name.
Create an appropriate join between Customer and Salestables.
Save your work in the default location.
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Observe the Properties for an ObjectObserve the Properties for an Object
Definition Tab
Properties Tab
Advanced Tab
For the object Customer Name -
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Exercise 2AExercise 2A
Query 1 -Create a query which gives details about Customer
Names and their Invoice ID
Run the query
Query 2
Find Out the number of customers for which the
invoices have not been created from Vacation
Universe.
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Exercise 2BExercise 2B
Customer class has 2 detail objects namely Phonenumber & Address giving additional info. about
Customer Name.
Add another detail object called Age Range which
specifies age range for the customer.
Hint :- Use Age Range table ;Use Theta join between
age ; max ; min
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Exercise 2CExercise 2C
In the Vacation Universe create third class called
Sales Measures.
In this class create a measure object called revenue.
Save the universe and test in user module.
Notice the variation in Group By clause.
Hint :- Revenue = (days) x (nb of guest) x (price)
Use Service & Invoice line table
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Exercise 2DExercise 2D
Create dimension objects City , Region & Country in Class
Customer
In the user module create a data provider using Customer
Name, Country & Sales Revenue.
Using Slice and Dice Panel remove Customer name from
the query. See the changes in Sales Revenue.
In Designer Module set Function = None
Repeat all the above steps
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Restricting Data
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Types ofRestrictionsTypes ofRestrictions
Hard Coded / Direct Restrictions
Indirect Restrictions
Flexible Conditioning of the Data
Multiple Prompt
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HardHard--coded Restrictioncoded Restriction
Adding a WHERE condition to an object allows you to givea more precise definition:
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How Data is RestrictedHow Data is Restricted
The Where clause in an SQL statement restricts thenumber of rows returned in the result set:
WHERE
... join definitions ...
WHERE
... join definitions ...
AND Country=United Kingdom
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Indirect RestrictionIndirect Restriction
Achieved using conditional objects In the User Module , user has the option to apply the
restriction.
Obviously , more flexible than previous type of
restriction. Once a conditional objects are included, restriction
becomes hard-coded for the query.
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Condition ObjectsCondition Objects
Select Condition Object View
Insert a Condition Object
Condition object name
Description
Where clause
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Flexible / @Prompt type RestrictionFlexible / @Prompt type Restriction
Offers maximum flexibility
Limitation of Indirect type of restriction is overcome
by having flexibility in selecting the where clause.
Achieved using @Prompt Command.
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@Prompt Command Syntax@Prompt Command Syntax
Message in the Prompt Any Message
Data Type A or N or D
List Of Values
Hard Coded List of Values {Japan, USA,France}
Values of existing Objects
Number of Choices Mono ; Multi
Type of Choice Free ; Constrained
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Multiple Prompt ConditioningMultiple Prompt Conditioning
Extension of @Prompt Conditioning
More than one where clause can be prompted.
If the same Message text is used in the next prompt,the user is prompted only once and the same value issubstituted for the next prompt too.
For instance, consider the following where clause -
WHEREcolumn A = @prompt(Enter value,...)
AND column B = @prompt(Enter value,..)
This will result in the user being prompted only once andthe same value will be substituted for column B as well.
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HANDSON WORKSHOP
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Exercise 3Exercise 3
Add a dimension object called CustomerName(French) to class Customer. The new object
should show only French Customers.
Save the Universe.
Test in User Module.
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Exercise 4Exercise 4
Add a condition object called French Only to classCustomer.
Set the conditions for the new object.
Save the Universe.
Check things in User Module.
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Exercise 5Exercise 5
Add another condition Object City-user-prompt toclass Customer.
Set the conditions for the new object using @Prompt
Command
Save the Universe
Check things in User Module
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List of Values
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What is a List ofValues?What is a List ofValues?
A LoV is used on the operand side of a condition in the
query panel of the User module
This is only available if set by the designer
A list of the distinct values from the column or columns to
which the object refers
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Creating a List ofValuesCreating a List ofValues
A LoV is created within the Properties tab of an object
By default,
Associate a List and
Allow Users to edit
are checked:
It is important to
uncheck this box forobjects that dont
need a List
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Controlling How Lists are RefreshedControlling How Lists are Refreshed
Normally, the first time a LoV is used in a User login
session, the system fires a query at the target database.
The results of this query are used to populate the list, and
are stored in the .lov file.
Thereafter, the .lov file from this query is used each time
the List is required.
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Controlling How Lists are RefreshedControlling How Lists are Refreshed
Not normally used -uncheck this box
Check this box for
frequently changing lists
Check this box for lists that
never change
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Modifying the Content ofa List ofValuesModifying the Content ofa List ofValues
You can limit the values returned by applying a condition
to the LoV
You can simplify the process of choosing a value for Users
by creating a hierarchy for the LoV
You can supply a personal data file containing the values
for the list, instead of using the results of the query
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Applying a Condition to a List ofValuesApplying a Condition to a List ofValues
Click Edit in the Properties box:
Apply the condition in the Query
Panel:
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Creating a Hierarchy for a List ofValues
Click Edit in the Properties box:
Place the hierarchy objects (which
must be sorted) to the right of the
LoV object in the Query Panel:
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Creating a Hierarchy for a List ofValuesCreating a Hierarchy for a List ofValues
The resulting Hierarchical View of the LoV makes it easier
to select the required value:
Country:
Town:Showroom:
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Basing a LoV on a PersonalFileBasing a LoV on a PersonalFile
Select Tools,
Lists of Val
ues from the Menu bar:
Select the object:
Select Personal Data:
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Basing a LoV on a PersonalFileBasing a LoV on a PersonalFile
Click OK to acknowledge the message:
Specify the file that contains the values for the list and
click OK
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HANDSON WORKSHOP
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Hierarchies
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HierarchiesHierarchies
An ordered set of related dimensions.
For example, A hierarchy called Geography may consistof Country, Region and City.
Necessary to drill up / down to see less or more
details.
Designer uses the class structure as the defaulthierarchy.
Custom Hierarchies can be built using Tools >
Hierarchies. A Hierarchy editor pops up. Use this to
create new hierarchies.Some classic examples for hierarchies -
Products - Category > Brand > Product
Time - Year > Quarter > Month > Week > Day
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U.K.
North South
Liverpool ManchesterNewcastle London Southampton Bristol
Level in Hierarchy Data Returned
What is a Hierarchy?What is a Hierarchy?
An ordered set of related dimensions.
For example, A hierarchy called Geography may consist ofCountry, Region and City.
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A Default Hierarchy is the hierarchy based on the order of
the Objects within the Class
Default Hierarchies are
represented in the Usermodule by the order in whichDimension Objects areorganized in the Classes andObjects box of the QueryPanel
What is a Default Hierarchy?What is a Default Hierarchy?
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The key to creating Default HierarchiesThe key to creating Default Hierarchies
The designer must ensure, wherever possible, thatDimension Objects are organized from the most general to
the most specific within the Class
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A Custom Hierarchy combines Objects from Default
Hierarchies to build a Custom Analysis Path
What is a CustomHierarchy?What is a CustomHierarchy?
Default Hierarchies
Custom Hierarchy
i i hii i hi
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Creating CustomHierarchiesCreating CustomHierarchies
Add Objects from Default Hierarchies to build a new
Custom Hierarchy
(or Tools,
Hierarchies)
A i i i hA i i i h
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Automatic Time HierarchyAutomatic Time Hierarchy
A time hierarchycan be built
automatically for
date objects.
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HANDSON WORKSHOP
E i 7E i 7
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Exercise 7Exercise 7
Make a copy of the Island resorts marketing universe(Beach.unv) called TEST.unv
Create a custom hierarchy in this universe thatconsists of Customer, Service Line, Service.
Test this out in the User Module.
For the VACATION universe, create a Automatic TimeHierarchy on the object called Invoice Date in theclass Sales Details.
Save the Universe and test this out in the UserModule.
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Loops
Wh t i l ?Wh t i l ?
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What is a loop?What is a loop?
Multiple paths between the tables selected
in queries.
L b l d bL b l d b
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Loops can be resolved by..Loops can be resolved by..
ALIASES
Alias - Same as the namesake in SQL.
Exact duplicate of the original table.
A different name tricks the SQL query to accept that you
are using 2 different tables.
CONTEXTS
Rule which helps BO decide which of the 2 paths to choose
in a loop.
BO prompts the user to indicate the correct perspective(relevant path) for the query.
Wh t AliWh t Ali
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When toAliasWhen toAlias
A loop with a singlelookup table should beresolved by an alias
A lookup table can beidentified by its
cardinality
N N
N
N
N
1 1
1
1
1
A lookup table only hasthe one end of joins
attached to itAlias needed here
H t AliH t Ali
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How toAliasHow toAlias
Designer routinesdetect loops and
candidates for aliases
Break the loop by
creating an alias of the
lookup table for each
side of the loop
Do not remove the
original table
R l i L i C t tR l i L i C t t
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Resolving Loops using ContextsResolving Loops using Contexts
Customers
Sales SalLines
Loans LoansLines
Country
There are two possible routes to
link Clients with Models:
Working with sales
Working with rentals
D t ti d C ti C t tD t ti d C ti C t t
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Detecting and Creating ContextsDetecting and Creating Contexts
Detect Contexts detects and proposesa list of contexts to create
Loop Detection routine: suggests candidates
for both aliases and contexts
Insert Contexts inserts a contextmanually
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HANDSON WORKS
HOP
Exercise 8Exercise 8
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Add following table to the Vacation Universe
Service_line
Resort
Use Alias to Solve the loop Complete the universe Designing
Save the universe as Vct-Als
Test the new universe in the User Module
Exercise 8Exercise 8
Exercise 9Exercise 9
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Add following table to the Vacation Universe
Service_line
Reservation
Reservation_Lines
Resort
Solve the loop
Complete the universe Designing
Save the universe as Vct-Con
Test the new universe in the User Module
Exercise 9Exercise 9
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OLAP Universes
OLAP UniversesOLAP Universes
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OLAP UniversesOLAP Universes
OLAP universes are generated from OLAP cube orQuery.
OLAP data sources supported are:
BW SAP
Microsoft Analysis Services
Essbase
OLAP universes are created by selecting a OLAP
connection to a QueryCube or InfoCube. The
universe creation process is automatic once the
connection is selected.
OLAP UniversesOLAP Universes
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OLAP UniversesOLAP Universes
Creating a OLAP connection.
Select Tools > Connections.
Select Add.
Expand the node for your target OLAP datasource.
Expand the middleware node.
Select the data access driver.Select logon options and click Next.
Expand cube nodes to display the cubes and query cubes
available.
Select Advanced options and click Next.
Click Next.Click Finish to complete the connection creation.
OLAP UniversesOLAP Universes
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OLAP UniversesOLAP Universes
Generating a OLAP universe
Click the New Universe icon.
Select a connection from the Connections drop down
list box.(It should be an OLAP connection.
Click OK.
Note: Since it is a OLAP connection, the
universe is automatically generated.
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Universe Maintenance
Reasons for Universe MaintenanceReasons for Universe Maintenance
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Reasons for Universe MaintenanceReasons for Universe Maintenance
New tables added to database
Tables deleted, changed or renamed in database
Users request new classes or objects
Note:Your primary concern when you introduce a new
version of a universe should be what effect it will
have on existing end user reports
Changes to the Target DatabaseChanges to the Target Database
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No Impact:
Adding new columns Adding new tables
Severe Impact:
Renaming/moving database Changing existing column
and table names Deleting tables and columns
Changes to the Target DatabaseChanges to the Target Database
The implications of modifying the underlying database forBusinessObjects universes varies in severity:
Detecting Changes to the UniverseDetecting Changes to the Universe
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Detecting Changes to the UniverseDetecting Changes to the Universe
Choose View, Refresh Structure
Changed tables are highlighted inthe Structure
A message on the screenindicates that tables have been
deleted
The Effect of Changing ObjectsThe Effect of Changing Objects
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No Impact:
Redefining Object SQL Renaming an Object Copying to different Class Moving in same Class or to
a different Class Adding new Objects
Impact:
Deleting an existingObject
Deleting and thenrecreating an object withexactly the samedefinition
The Effect ofChanging ObjectsThe Effect ofChanging Objects
Changes to existing Objects in a Universe can have animpact on existing Documents created from the Universe:
Linking UniversesLinking Universes
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Linking UniversesLinking Universes
Linking can mean reduced maintenance.
UniverseA
UniverseA
Universe B
Two Approaches to LinkingTwo Approaches to Linking
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TwoApproaches toLinkingTwoApproaches toLinking
Kernel approach
Master approach
Kernel ApproachKernel Approach
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KernelApproachKernelApproach
Human Resources
+
Motors2000
+
KernelKernel
KernelKernel
KernelKernel
Staff
Master ApproachMaster Approach
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MasterApproachMasterApproach
MasterMasterHuman Resources
Motors2000
HR
andMotors2000
-
-MasterMaster
MasterMaster
Making a LinkMaking a Link
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Click and click on the Links tab
Making a LinkMaking a Link
Click Add Link...
Choose universe to
link and click Open
The Derived UniverseThe Derived Universe
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The Derived UniverseThe Derived Universe
The linked universe structure and objects cannot be
edited in the derived universe The linked universe should be treated as though they
were new tables inserted in the derived universe. The
same procedure should be applied
Including UniversesIncluding Universes
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Including UniversesIncluding Universes
UniverseA
Universe B
Everything
from
Universe A
Universe B
Universe A
Including a Universe COPIES structure and objects to thederived universe:
Included UniversesIncluded Universes
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Included UniversesIncluded Universes
Included universes become part of the new universe