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A Universe is the interfacing layer between the client and the actual database. The Universe defines the relationships among the various tables in the database and contains the connection parameters to the database.
http://www.geekinterview.com
6/24/2010
Yesterday it was a #DATASYNC error, today its a #MULTIVALUE error. Why am I getting all of these errors?
I need the data joined with an outer join not an inner join! Wheres the Find Unmatched feature?
Session Objective
This workshop is designed to empower users with the knowledge and skills to manipulate universe data to achieve desired results. Major takeaways include:
How to merge data across multiple data providers with success How to combine queries within a universe in different ways How to build powerful expressions.
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Instructional Methods
This isnt a presentation- its a hand-on workshop! Buddy up and start problem-solving!
Terminology Review
How is a Universe organized?
Classes - Logical grouping of objects.
Objects - Named component that maps to data in the database. You use objects in a query to retrieve data for your reports.
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Measure
Retrieves numeric data based on a calculation performed on data in the database. Refers to pieces of information that do not form the basis for a query but, nonetheless, are needed for the results of a query. A Detail is always attached to a dimension. Details come into play when you merge data providers, so stay tuned!
Detail
Customers Whats in it? Tracks information on every customer in the database, regardless if theyve placed an order or not. This universe is not segmented by org. Query this Universe to access non-primary communication methods, aliases, special needs, non-member employers, position codes, credit statuses and purchasing group information.
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System Setup Whats in it? Contains setup information for your org and products. You typically will not need to query this universe unless you cannot find a products attribute anywhere else. For example, this is the only universe that contains eCommerce controls for web products. Query this Universe to check setup information for your web products.
2. A troop roster for the current year? 3. A list of programs coming up in the next three months, including programs where no one is registered?
Generic Product Setup Security Setup Customer
4. A list of users with the last time they logged on? 5. A list of customers in the database that have an Alias?
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Exclusions
Test Case Annual Members (past or future) Mid-year transfers (from troop/council) Annual mid-year positions that were terminated Begin Dates 10/01/08 10/01/10 10/01/09 11/01/09 10/01/09 11/01/09 End Dates 09/30/09 09/30/11 12/15/09 06/01/10 12/15/09 06/01/10
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Merged Queries
Introduction
Why merge?
When the data you need comes from two different data providers, Web Intelligence does not know that it is related. You tell Web Intelligence that the data is related by merging the two data providers on the common dimension.
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Query 1 - Members
All Order Entry is needed to display active members. But Customer Aliases are not stored in the All Order Entry Universe
Common Dimension
All Order Entry Universe is needed to display customers that have an active membership product
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Common Mistake
And condition cancels out everything! You are filtering for order lines that sell an Adult membership product and products classified as trainings. Each order line can sell either, however, not both!
Better Solution:
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All Order Entry technically contains all the Data Objects you need for this report. But Data Objects must be contained in two separate queries because youre dealing with two separate data sets with different filters
Common Mistake
And condition cancels out everything! You are filtering for order lines that sell a specified meeting product and are linked to a Hierarchy Year. However, only membership order lines are linked to a hierarchy record!
Better Solution:
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Team Activity
To Merge or Not to Merge
No, you do not need to merge! List Demographics are associated with Ship-to Customers (e.g. members) in ALL Order Entry.
Yes, you need merge! Service Units are related to troop records, not awards. You first will need to generate an award listing, then a member listing by service unit. Then, connect the lists by Customer ID and merge whats missing!
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Ex 3 A Statistical Report that counts resident camp participants by year and race
To Merge or Not to Merge
No, you do not need to merge, although you can! Camp orders are found in ALL Order Entry. The Race is an attribute of the Ship-to Customer and can be found in All Order Entry also.
No, you do not need to merge! Adult member employers are found in the Ship-to Customer All Relationships folder of All Order Entry.
Yes, you need merge! You can get the guardian Customer IDs from All Order Entry, but not the employers of the guardians. Instead, you will need to merge guardian IDs with the Customers Universe to grab their employer info.
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How to Merge
A Step-by-Step Guide
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Contains the records you want to see in your final report, and includes the Merged Dimension
Contains the Merged Dimension and the fields you will merge into your final report
Contains the output of Query 1. This report will be your final report that contains merged data.
Contains the output of Query 2. You can discard this report if youd like.
Common field in Query 1 and Query 2 you need to join in order to bridge data from Query 2 to Query 1. The object s name in both queries can be different as long as the data is the same.
Fields in Query 2 that you will bridge over to your final report.
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Detail Objects
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2.
3. 4.
5.
Team Activity
Plan your merges
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Adult Members and their Awards Step 2: Choose your Result Objects
1. What are the Result Objects in Query 1? (List them below)
Answer:
2.
Answer:
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2.
Answer:
Adult Members and their Awards Step 4: Create the Merged Dimension
1. Which object from Query 1 will become the merged dimension? (Circle your answer) 2. Which object from Query 2 will become the merged dimension? (Circle your answer)
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Data is merged on the common dimension in a left- or right-outer join, depending on which side of the merged dimension you insert in your final report. You can join data with an inner join also.
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Join Definitions
A left outer join selects all of the IDs from Query 1 and shows data from Query 2 if theres a match. A right outer join selects all of the IDs from Query 2 and shows data from Query 1 if theres a match. An inner join only selects IDs that exist in both queries.
Selecting the Ship-to Customer ID from Query 1 displays all members (i.e. Ship to Customers), whether they have awards or not.
Only members with an awards show in the results. Selecting the Master Customer ID from Query 2 creates an inner join if the property Show rows with empty dimension values is set to No. (It is set to No by default)
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Selecting the Master Customer ID from Query 2 displays all customers with awards, regardless if they are members or not if the property Show rows with empty dimension values is set to Yes. (It is set to No by default)
Team Activity
Select the records you want using Inner and Outer joins
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Query 1 contains lifetime members Query 2 contains customers with active positions
Query 1 contains lifetime members Query 2 contains customers with active positions
Activity #2a:
Non-Primary Email Addresses for Members
Circle the dimension you would drag to show all members, whether they have a non-primary email address or not.
Query 1 contains all current members Query 2 contains customers with a non-primary email address
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Query 1 contains all current members Query 2 contains customers with a non-primary email address
FAQ: I know which queries I need. Which query should I make Query 1?
Contains your final record count in other words, the records that should display on the final report.
Query 1
Query 2
Includes information you want to see relating to the records in your final report, but not the actual filters that will produce your final record set.
This recommendation only applies if data needs to be related with an outer join (all records from one data provider show in the final report). If data ultimately needs to be related in an Inner join, it doesnt matter which query becomes Query 1.
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Team Activity #1
Award Listing by Service Unit The final report displays award recipients by their 2010 membership Service Unit (SU). If they do not have a 2010 SU (because they arent members), they should display a Null value in the SU column. Here are the two queries you will need. Which should become Query 1? (Circle your answer)
A list of all of the award recipients at the council with the award name and Begin Date A list of active members in 2010 with their current SU.
Team Activity #2
Girl Guardian Employers The final report displays a list of guardian customers for 2010 that are employees of the specified employer, in this example Conoco Phillips. Here are the two queries you will need. Which should become Query 1?
A lists all guardian 1 and guardian 2 customers related to girl members registered for the current membership year. A list of adult customers related to the specified employer.
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#DATATSYNC Errors
Cause Associated Dimension for the Detail Object is not linked to the Merged Dimension. Fix Link the Associated Dimension to the Merged Dimension from Query 1.
#MULTIVALUE Errors
Cause
A Detail object can have one value only for each value of its associated dimension. If the detail object contains multiple values for an associated dimension, Web Intelligence places the #MULTIVALUE error in the detail cell.
Fix
Select the table. Under Properties set the Avoid Duplicate Row Aggregation property to Yes
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Checkpoint #1
What youve learned so far
Merging queries becomes necessary if the data you need comes from two different data providers. To merge two queries you need a common dimension in each query. The merged dimension tells BO how to match up data across queries. Dimensions merging to Query 1 must be made into Detail objects before they can be merged. You can change the way data is joined across queries by dragging either half of the merged dimension to your main query. Data Sync errors can be resolved by ensuring Detail objects are associated with the merged dimension Multi-value errors can be resolved by setting the Avoid Duplicate Row Aggregation property to Yes
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Combined Queries
Multiple queries on the same universe
Combined Queries
Intersection
Union
Minus
Union Queries
A union combination takes the all the data from both queries, eliminates duplicate rows, and builds a combined data set
Query 1
Union
Query 2
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Intersection Queries
An intersection combination returns the data common to both queries.
Query 1
Query2
Minus Queries
A minus combination returns data from the first query that does not appear in the second query.
Query 1Query 2
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3. The query transforms to a combined query, giving you access to two queries. The Combined Query type defaults to Union. Double-click Union to change it to a Minus or Intersection query.
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Team Activity
Combined Queries
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Minus
2010 Girl Members
Minus
2010 Girl Members
Combines results of both minus queries, selecting Distinct Records to avoid duplicates from both record sets
Checkpoint #2
What youve learned so far Combined queries allow you to answer questions that are otherwise difficult or impossible to frame in a single Web Intelligence query:
A minus combination returns data from the first query that does not appear in the second query. An intersection combination returns the data common to both queries. A union combination takes the all the data from both queries, eliminates duplicate rows, and builds a combined data set
The individual queries in a combined query must have the same structure. You can include more than 2 queries in a combined query
Formulas
Display results based on a formula you create
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Variable Editor
The Variable Editor enables you to build your own dimensions based on other dimensions, formulas and operators
To Build a Formula
1. From the Report, click the Variable Editor In the Variable Editor, give your expression a Name. Then build your formula, using the Functions, Operators and Data objects required. Click the green checkmark to validate your formula. Click Ok to return to the report. Then drag the expression from the Data tab onto your report.
2.
3.
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Formula Demo
Create a Service Unit Roster from the Committee Universe that includes Trooplevel and SU-level positions grouped under each Service Unit.
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Checkpoint #3
What youve learned so far To can build your own expressions in your reports based on formulas. Formulas can consist of report objects, functions and operators. The If function can help you display the results you want in a column based on a condition.
Q&A
Thank you for attending!
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