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Cognizant Data Warehouse Solution Center

BusinessObjects Training

Data Warehouse & Business Intelligence Practice

Creative MindsInnovative Approach

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

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Creative MindsInnovative Approach

Data Warehouse & Business Intelligence Practice

Universe
Universe Designer
Designer

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Data Warehouse & Business Intelligence Practice

Creative MindsInnovative Approach

Extracting information from Database


Many different attempts have been made to
resolve issues surrounding reporting:
The Bureau Approach:

MIS

The SQL Education


Approach:

MIS

SQL

End Users

SQL

End Users

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Data Warehouse & Business Intelligence Practice

Creative MindsInnovative Approach

The Business Objects Solution

Corporate Database
Information access
through a Semantic
Layer

Database and Security


Design
Sales

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

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Data Warehouse & Business Intelligence Practice

Creative MindsInnovative Approach

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
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Advantages of using Universe

Business
Knowledge

Users can access data in an easy


way using their own terminology

Users can make queries without


knowing SQL

The organization has a shared


business content

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The Universe Development Process

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)

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The Universe Development Process


Implement
Create 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

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Creating a Universe

Define the Parameters


Resolve the Loops
Insert Tables
Create Classes and Objects
Make the Joins
Set up Hierarchies

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Creating a Universe
To begin creating a new universe:
Select File, New

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Setting up Universe Parameters


Definition 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 SQL
parameters
Links Tab: enables dynamic
links with other universes

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Setting up Universe Parameters


The Summary tab displays general information
about the universe

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Setting up Universe Parameters


Strategies Tab
Provides automated
strategies for:
Creating objects
Setting joins
The Table browser
listing

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Setting up Universe Parameters


Controls Tab
These allow you to limit
the size of results and
restrict the time allowed
for executing queries
The Supervisor
can change these
parameters for
specific groups or
users

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Setting up Universe Parameters


SQL Tab
SQL parameters
are used to define
the limits of the
SQL that may be
generated by the
universe
The Supervisor
can change these
parameters for
specific groups
and users

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Setting up Universe Parameters


Link Tab
Enables
dynamic links
with other
universes

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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

The Table browser displays all the


tables and views of the database
You can select multiple tables using
the Shift key or Ctrl key

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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:

Equi-join (otherwise known as a standard or


inner join)
Outer join
Theta join
Self 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

With the menu option


Insert, Joins and the Edit
Join box

To delete a join, click on the join line and press Delete

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Making Joins
Automatic Join Detection

The Strategy for automatic detection of joins is


based on common column names between tables

You can choose from one of three specific


strategies for join detection:

Smart Matching Column Names (no key info.)

All Matching Column Names

All Matching Numeric Column Names


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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

(but can take a long time)

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Check Integrity
Always check integrity after defining joins

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Resolving Loops
What is a loop?

A loop exists when the joins between tables form a continuous


path
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Resolving Loops
Cardinality Detection
Click Detect Cardinalities:

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Resolving Loops
What is an Alias?

An Alias is an exact duplicate of the original table


with a new name. The data in the table is exactly
the same.
The Alias is used only to resolve the loop in the
structure of the universe. There is no impact on
the schema of the database
Easy to define
Easy to maintain
Easy to use

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Resolving Loops
When to Alias?
A loop with a single
lookup table should be
resolved by an alias

A lookup table can be


identified by its
cardinality

N
1

A lookup table only has


the one end of joins
attached to it

Alias needed here

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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
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Resolving Loops
Using aliases in Multi star situation
Normalized dimensions are not amenable to loop
resolution using Aliases

Candidates for Aliases

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Resolving Loops
If you try to resolve the loop using Aliases:

All candidates for


there Aliases
is still a loop

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Resolving Loops
Resolving Loops Using Contexts

There are two possible routes to


link Clients with Models:

Working with rentals


Working with sales
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Resolving Loops
Resolving Loops Using Contexts
Rental context

Sale context

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Resolving Loops
Sequence for resolving loops

1. Detect and set cardinality on all joins


2. Use Detect Aliases to detect candidates for aliases
3. Insert all required alias tables and joins
4. Use Detect Contexts to detect candidates for
contexts
5. Create the required contexts
6. Test in the User module

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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

Changing existing column


and table names
Deleting tables and columns

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Managing Universes
Detecting changes to database
Choose View, Refresh
Structure
Changed tables are

highlighted in the Structure


A message on the screen
indicates that tables have
been deleted

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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:

Redefining Object SQL

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:

Add tables to the universe structure


Insert joins and set cardinalities
Delete existing contexts
Detect aliases
Detect contexts
Create new objects
Set up hierarchies

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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

and click on the Links tab

Click Add Link...

Choose universe to
link and click Open

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Managing Universes
The 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
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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

The other columns relate to


objects that require
@AggregateAware
definitions
Note that Summary Tables without Foreign Keys do not
need joins - they can be free floating tables.

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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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