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BusinessObjects Training
Course Outline
Universe Designer
Creating a Universe
Resolving Loops
Managing Universe
Aggregate Awareness
Hands On
Using @ Functions
Setting Hierarchy & LOV
Import\Export of Universe
Locking a Universe
Setting Object Security level
Mapping Table
Universe
Universe Designer
Designer
MIS
MIS
SQL
End Users
SQL
End Users
Corporate Database
Information access
through a Semantic
Layer
Stock
Finance
Universe Design
End-User Needs
Ease of use
Reliability
Integrated reporting and
analysis tools
IS Needs
Security and control
Maintainability
Cost-effective set-up
Enterprise-wide
interoperability
Universe
A Universe is a semantic layer between
Database and end users.
A Universe is a business-oriented mapping of
the data structure found in databases: tables,
columns, joins, etc.
A Universe can represent any specific
application, system, or group of users. For
example, a universe can relate to a department in
a company such as marketing or accounting.
A Universe can also pertain to a section within a
department or just about any set of organized
procedures such as a payroll or inventory system.
A Universe consists of a set of objects, grouped by
Copyright 2002 Cognizant Technology Solutions
Business
Knowledge
Prepare
Know the data
source
HR on
Sybase
Financials
on Oracle
Analyze
Identify the needs
of the end user
population
Plan
Design the
universe(s)
Test
Using a test team (including
end users)
Deploy
Distribute the universe to
end users
Evolve
Adapt and extend
universe over time
Creating a Universe
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Creating a Universe
To begin creating a new universe:
Select File, New
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Inserting Tables
Use the Table browser:
Double-click on the background of the
Structure
Click on
Choose Insert, Tables from the menu
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Making Joins
What do joins achieve in SQL?
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Making Joins
What is Join?
A join is a condition that restricts the result set of a
query
There are several different kinds of join:
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Making Joins
Equi - Join
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Making Joins
Creating a Join in Designer
A join can be entered manually using two methods:
Graphically
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Making Joins
Automatic Join Detection
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Making Joins
Theta Join
A theta join contains an expression that is based on
something other than equality:
Theta Join
Theta Join Result Set:
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Making Joins
Creating Theta Join
A theta join is created by converting an existing equijoin
CTRL-CLICK
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Making Joins
Self Restricting Join
This is not really a join at all. It is a method used to set
a restriction on a table in the universe Structure.
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Making Joins
Adding Cardinalities
Manually using the Edit Join dialog box
Automatically using
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Check Integrity
Always check integrity after defining joins
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Resolving Loops
What is a loop?
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Resolving Loops
Cardinality Detection
Click Detect Cardinalities:
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Resolving Loops
What is an Alias?
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Resolving Loops
When to Alias?
A loop with a single
lookup table should be
resolved by an alias
N
1
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Resolving Loops
How to Alias?
Designer routines
detect loops and
candidates for
aliases
Break the loop by
creating an alias of
the lookup table for
each side of the loop
Some DBs require a
separate alias for
both sides of the
loop
Copyright 2002 Cognizant Technology Solutions
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Resolving Loops
Using aliases in Multi star situation
Normalized dimensions are not amenable to loop
resolution using Aliases
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Resolving Loops
If you try to resolve the loop using Aliases:
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Resolving Loops
Resolving Loops Using Contexts
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Resolving Loops
Resolving Loops Using Contexts
Rental context
Sale context
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Resolving Loops
Sequence for resolving loops
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Managing
Managing Universe
Universe
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Managing Universes
Reason 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
Tip: Do not distribute new versions of universes
too frequently!
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Managing Universes
Changes to target database
The implications of modifying the underlying database
for BusinessObjects universes varies in severity:
No Impact:
Adding new
columns
Adding new tables
Severe Impact:
Renaming/moving database
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Managing Universes
Detecting changes to database
Choose View, Refresh
Structure
Changed tables are
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Managing Universes
Effect of changes to existing Objects
Changes to existing Objects in a Universe can have an
impact on existing Documents created from the
Universe:
No Impact:
Impact:
Deleting an existing
Object
Renaming an Object
Copying to different Class Deleting and then
recreating an object with
Moving in same Class or to
exactly the same
a different Class
definition
Adding new Objects
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Managing Universes
Adding new tables to Universe
The workflow is:
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Managing Universes
Making maintenance more efficient
Maintenance can be made easier by:
Copying and pasting objects between universes
Linking universes
Embedding the structure, classes and objects from one
universe to another
Including universes
Copying the structure, classes and objects from one
universe to another
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Managing Universes
Copy and pasting Objects
You can copy
objects from
one universe
to another
Both
universes
must have
the same
connection
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Managing Universes
Linking Universe
Linking can mean reduced maintenance but there are
limitations
Universe A
Universe A
Universe B
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Managing Universes
Two approaches to linking
Kernel approach
Master approach
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Managing Universes
Kernel Approach
Kernel
Kernel
Human Resources
Kernel
Kernel
Motors2000
Staff
Kernel
Kernel
+
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Managing Universes
Master Approach
Master
Master
Master
Master
Human Resources
HR
and
Motors2000
Motors2000
Master
Master
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Managing Universes
Making a link
Click
Choose universe to
link and click Open
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Managing Universes
The derived Universe
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Managing Universes
Including Universes
Including a Universe COPIES structure and objects to
the derived universe:
Universe A
Everything
from
Universe A
Universe A
Universe B
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Aggregate
Aggregate Awareness
Awareness
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Aggregate Awareness
What is aggregate awareness?
Some databases have Summary Tables which contain
figures aggregated to a high level.
These are used to speed up queries which contain
statistics (for example, Revenue) reported at, for
instance, year rather than event level.
Aggregate Awareness is the BusinessObjects process by
which these higher level aggregates are incorporated
into a universe.
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Aggregate Awareness
Summary Tables
Check the columns in the Summary Table:
Foreign Key columns are
used for the joins
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Aggregate Awareness
Procedure for applying Aggregate
Awareness
1 Insert the Summary Table(s) in the universe structure;
set joins and cardinality
2 Set the contexts
3 Redefine objects using @AggregateAware
4 Define incompatible objects using Aggregate
Navigation
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