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    Express OLAP Access Pack Users Guide

    BusinessObjects Enterprise 6

    Windows

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    2 Express OLAP Access Pack Users Guide

    Copyright No part of the computer software or this document may be reproduced or transmitted in any form

    or by any means, electronic or mechanical, including photocopying, recording, or by any

    information storage and retrieval system, without permission in writing from Business

    Objects S.A.

    The information in this document is subject to change without notice. If you find any problems

    with this documentation, please report them to Business Objects S.A. in writing at

    [email protected].

    Business Objects S.A. does not warrant that this document is error free.

    Copyright Business Objects S.A. 2003. All rights reserved.

    Printed in France.

    Trademarks The Business Objects logo, WebIntelligence, BusinessQuery, the Business Objects tagline,

    BusinessObjects, BusinessObjects Broadcast Agent, Rapid Mart, Set Analyzer, Personal

    Trainer, and Rapid Deployment Template are trademarks or registered trademarks of Business

    Objects S.A. in the United States and/or other countries.

    Contains IBM Runtime Environment for AIX(R), Java(TM) 2 Technology Edition Runtime

    Modules (c) Copyright IBM Corporation 1999, 2000. All Rights Reserved.This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM

    are available at http://oss.software.ibm.com/icu4j.

    All other company, product, or brand names mentioned herein, may be the trademarks of their

    respective owners.

    Use restrictions This software and documentation is commercial computer software under Federal Acquisition

    regulations, and is provided only under the Restricted Rights of the Federal Acquisition

    Regulations applicable to commercial computer software provided at private expense. The use,

    duplication, or disclosure by the U.S. Government is subject to restrictions set forth insubdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.227-

    7013.

    Patents U.S. Patent Numbers 5,555,403, 6,247,008, and 6,578,027.

    Part Number 347-10-610-01

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    Express OLAP Access Pack Users Guide 3

    Contents

    Contents

    Preface Maximizing Your Information Resources 5

    Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

    Chapter 1 Introducing the Express OLAP Access Pack 13

    What is the Express OLAP Access Pack? . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Connecting to Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    The OLAP Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Chapter 2 Using the OLAP Panel 29

    Working with the Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    Working with Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Changing Dimension Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Using the Add/Remove Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

    Drilling in the OLAP Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Setting General and Fonts Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Express and BusinessObjects Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Index 51

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    4 Express OLAP Access Pack Users Guide

    Contents

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    preface

    Maximizing Your InformationResources

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    6 Express OLAP Access Pack Users Guide

    Maximizing Your Information Resources

    Overview

    Information, services, and solutions

    The Business Objects business intelligence solution is supported by thousands

    of pages of documentation, available from the products, on the Internet, on CD,

    and by extensive online help systems and multimedia.

    Packed with in-depth technical information, business examples, and advice on

    troubleshooting and best practices, this comprehensive documentation set

    provides concrete solutions to your business problems.

    Business Objects also offers a complete range of support and services to help

    maximize the return on your business intelligence investment. See in the

    following sections how Business Objects can help you plan for and successfully

    meet your specific technical support, education, and consulting requirements.

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    Express OLAP Access Pack Users Guide 7

    Information resources

    Information resources

    Whatever your Business Objects profile, we can help you quickly access the

    documentation and other information you need.

    Where do I start?

    Below are a few suggested starting points; there is a summary of useful webaddresses on page 10.

    Documentation RoadmapThe Documentation Roadmap references all Business Objects guides and

    multimedia, and lets you see at a glance what information is available, from

    where, and in what format.

    View or download the Business Objects Documentation Roadmap at

    www.businessobjects.com/services/documentation.htm

    Documentation from the productsYou can access electronic documentation at any time from the product you are

    using. Online help, multimedia, and guides in Adobe PDF format are available

    from the product Help menus.

    Documentation on the webThe full electronic documentation set is available to customers with a validmaintenance agreement on the Online Customer Support (OCS) website at

    www.businessobjects.com/services/support.htm

    Buy printed documentationYou can order printed documentation through your local sales office, or from the

    online Business Objects Documentation Supply Store at

    www.businessobjects.com/services/documentation.htm

    Search the Documentation CDSearch across the entire documentation set on the Business Objects

    Documentation CD shipped with our products. This CD brings together the full set

    of documentation, plus tips, tricks, multimedia tutorials, and demo materials.

    Order the Documentation CD online, from the Business Objects Documentation

    Supply Store, or from your local sales office.

    http://www.businessobjects.com/services/documentation.htmhttp://www.businessobjects.com/services/support.htmhttp://www.businessobjects.com/services/documentation.htmhttp://www.businessobjects.com/services/documentation.htmhttp://www.businessobjects.com/services/support.htmhttp://www.businessobjects.com/services/documentation.htm
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    8 Express OLAP Access Pack Users Guide

    Maximizing Your Information Resources

    MultimediaAre you new to Business Objects? Are you upgrading from a previous release or

    expanding, for example, from our desktop to our web solution? Try one of our

    multimedia quick tours or Getting Started tutorials. All are available via the Online

    Customer Support (OCS) website or on the Documentation CD.

    How can I get the most recent documentation?

    You can get our most up-to-date documentation via the web. Regularly check the

    sites listed below for the latest documentation, samples, and tips.

    Tips & TricksOpen to everyone, this is a regularly updated source of creative solutions to any

    number of business questions. You can even contribute by sending us your own

    tips.

    www.businessobjects.com/forms/tipsandtricks_login.asp

    Product documentationWe regularly update and expand our documentation and multimedia offerings.

    With a valid maintenance agreement, you can get the latest documentation in

    seven languages on the Online Customer Support (OCS) website.

    Developer Suite OnlineDeveloper Suite Online provides documentation, samples, and tips to those

    customers with a valid maintenance agreement and a DEVELOPER SUITE license

    via the Online Customer Support (OCS) website.

    Send us your feedback

    Do you have a suggestion on how we can improve our documentation? Is there

    something you particularly like or have found useful? Drop us a line, and we will

    do our best to ensure that your suggestion is included in the next release of our

    documentation: [email protected]

    NOTE

    If your issue concerns a Business Objects product and not the documentation,

    please contact our Customer Support experts. For information about Customer

    Support visit: www.businessobjects.com/services/support.htm

    http://www.businessobjects.com/http://www.businessobjects.com/forms/tipsandtricks_login.aspmailto:[email protected]://businessobjects.com/services/support.htmhttp://businessobjects.com/services/support.htmmailto:[email protected]://www.businessobjects.com/forms/tipsandtricks_login.asphttp://www.businessobjects.com/
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    Express OLAP Access Pack Users Guide 9

    Services

    Services

    A global network of Business Objects technology experts provides customer

    support, education, and consulting to ensure maximum business intelligence

    benefit to your business.

    How we can support you?

    Business Objects offers customer support plans to best suit the size and

    requirements of your deployment. We operate three global customer support

    centers:

    Americas: San Jose, California and Atlanta, Georgia

    Europe: Maidenhead, United Kingdom

    Asia: Tokyo, Japan and Sydney, Australia

    Online Customer SupportOur Customer Support website is open to all direct customers with a current

    maintenance agreement, and provides the most up-to-date Business Objects

    product and technical information. You can log, update, and track cases from this

    site using the Business Objects Knowledge Base.

    Having an issue with the product?

    Have you exhausted the troubleshooting resources at your disposal and still not

    found a solution to a specific issue?For support in deploying Business Objects products, contact Worldwide

    Customer Support at: www.businessobjects.com/services/support.htm

    Looking for the best deployment solution for your company?

    Business Objects consultants can accompany you from the initial analysis stage

    to the delivery of your deployment project. Expertise is available in relational and

    multidimensional databases, in connectivities, database design tools,

    customized embedding technology, and more.

    For more information, contact your local sales office, or contact us at:

    www.businessobjects.com/services/consulting.htm

    Looking for training options?

    From traditional classroom learning to targeted e-learning seminars, we can offer

    a training package to suit your learning needs and preferred learning style. Find

    more information on the Business Objects Education website:

    www.businessobjects.com/services/education.htm

    http://www.businessobjects.com/services/support.htmhttp://www.businessobjects.com/services/consulting.htmhttp://www.businessobjects.com/services/education.htmhttp://www.businessobjects.com/services/consulting.htmhttp://www.businessobjects.com/services/support.htmhttp://www.businessobjects.com/services/education.htm
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    10 Express OLAP Access Pack Users Guide

    Maximizing Your Information Resources

    Useful addresses at a glance

    Address Content

    Business Objects Documentation

    www.businessobjects.com/services/documentation.htm

    Overview of Business Objects documentation. Links

    to Online Customer Support, Documentation Supply

    Store, Documentation Roadmap, Tips & Tricks,Documentation mailbox.

    Business Objects Documentation

    mailbox

    [email protected]

    Feedback or questions about documentation.

    Product documentation

    www.businessobjects.com/services/

    support.htm

    The latest Business Objects product

    documentation, to download or view online.

    Business Objects product information

    www.businessobjects.com

    Information about the full range of Business

    Objects products.

    Developer Suite Online

    www.techsupport.businessobjects.com

    Available to customers with a valid maintenanceagreement and a Developer Suite license via the

    Online Customer Support (OCS) website. Provides

    all the documentation, latest samples, kits and tips.

    Knowledge Base (KB)

    www.techsupport.businessobjects.com

    Technical articles, documents, case resolutions.

    Also, use the Knowledge Exchange to learn what

    challenges other users both customers and

    employees face and what strategies they find to

    address complex issues. From the KnowledgeBase, click the Knowledge Exchange link.

    Tips & Tricks

    www.businessobjects.com/forms/

    tipsandtricks_login.asp

    Practical business-focused examples.

    http://www.businessobjects.com/services/documentation.htmhttp://www.businessobjects.com/services/documentation.htmmailto:[email protected]://www.businessobjects.com/services/support.htmhttp://www.businessobjects.com/services/support.htmhttp://www.businessobjects.com/http://www.techsupport.businessobjects.com/http://www.techsupport.businessobjects.com/http://www.businessobjects.com/forms/tipsandtricks_login.asphttp://www.businessobjects.com/forms/tipsandtricks_login.asphttp://www.businessobjects.com/forms/tipsandtricks_login.asphttp://www.techsupport.businessobjects.com/http://www.techsupport.businessobjects.com/http://www.businessobjects.com/http://www.businessobjects.com/services/support.htmmailto:[email protected]://www.businessobjects.com/services/documentation.htm
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    Express OLAP Access Pack Users Guide 11

    Useful addresses at a glance

    Online Customer Support

    www.techsupport.businessobjects.com

    www.businessobjects.com/services

    Starting point for answering questions, resolving

    issues.

    Information about registering with Worldwide

    Customer Support.

    Business Objects Education Services

    www.businessobjects.com/services/

    education.htm

    The range of Business Objects training options and

    modules.

    Business Objects Consulting Services

    www.businessobjects.com/services/

    consulting.htm

    Information on how Business Objects can helpmaximize your business intelligence investment.

    Address Content

    http://www.techsupport.businessobjects.com/http://www.businessobjects.com/services/http://www.businessobjects.com/services/education.htmhttp://www.businessobjects.com/services/education.htmhttp://businessobjects.com/services/consulting.htmhttp://businessobjects.com/services/consulting.htmhttp://businessobjects.com/services/consulting.htmhttp://www.businessobjects.com/services/education.htmhttp://www.businessobjects.com/services/http://www.techsupport.businessobjects.com/
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    12 Express OLAP Access Pack Users Guide

    Maximizing Your Information Resources

    About this guide

    This guide describes the Express OLAP Access Pack, a data provider that lets

    BUSINESSOBJECTS users access Express multidimensional servers.

    Audience

    This guide is intended for the person who uses the Express OLAP Access Pack

    with BUSINESSOBJECTS to access data from Express multidimensional servers.

    Conventions used in this guide

    The conventions used in this guide are described in the table below.

    Convention Indicates

    This font Code, SQL syntax, computer programs. For example:

    @Select(Country\Country Id)

    Some code

    more code

    Placed at the end of a line of code, the symbol ()

    indicates that the next line should be entered

    continuously with no carriage return.

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    14 Express OLAP Access Pack Users Guide

    Introducing the Express OLAP Access Pack

    Overview

    This chapter:

    describes the BusinessObjects Express OLAP Access Pack and the OLAP

    Panel

    provides the instructions for installing the BusinessObjects Express OLAPAccess Pack at your site

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    Express OLAP Access Pack Users Guide 15

    What is the Express OLAP Access Pack?

    What is the Express OLAP Access Pack?

    Online analytical processing (OLAP) describes a software technology extracts

    and presents multidimensional data from different points of view.

    The Express OLAP Access Pack is a data provider that lets BusinessObjects

    users access Oracle Express multidimensional servers. An Express OLAP

    server is a data manipulation engine that supports and operates onmultidimensional data structures. These data structures are represented by

    objects that you manipulate with the Express OLAP Access Pack.

    The data structures represent how you think about your business. Your products,

    the territories in which they are sold, the time in which sales occur or costs

    accrue, and how you measure your business activity (units sold, net profit, etc.)

    are represented as dimensions. How you measure your business activity is

    represented as a special type of dimension, an account, which BusinessObjects

    represents as a measure.You create a focus on a part of your business by selecting dimensions and

    measures to analyze. From these dimensions and measures, you create a data

    provider from which you generate a BusinessObjects report. You use the

    BusinessObjects report for query and analysis with the multidimensional data

    structures in the Express OLAP server.

    The Express OLAP Access Pack complements BusinessObjects access to

    Relational Database Management Systems (RDBMS).

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    Introducing the Express OLAP Access Pack

    Connecting to Express

    You can connect to an Express server to create a new BusinessObjects report

    using the New Report wizard, or from a BusinessObjects report to edit or refresh

    the data provider.

    Connecting to an Express server for a new report

    You can connect to an Express Server via the BusinessObjects New Report

    Wizard.

    To do this:

    1. Launch BusinessObjects.

    2. Start the New Report wizard by selecting the New command from the File

    menu, or by clicking New Report Wizard on the Standard toolbar.

    The welcome screen of the wizard appears.

    New Report

    Wizard

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    Express OLAP Access Pack Users Guide 17

    Connecting to Express

    3. Select Generate a standard reportoption button. Click Begin.

    The Specify Data Access panel appears.

    4. Select the Others option button, then OLAP Express from the drop-down list

    box. Click Next.

    The Select a Connection panel appears.

    5. If this is your first time connecting to an Oracle Express server, type a

    connection name, then click Edit. Make the appropriate selections in the Edit

    Connection to Oracle Express Server dialog box, then click OK. The optionsfor the Edit Connection to Oracle Express Server dialog box are described on

    page 19.

    6. Select a connection, then enter your user name and password. Click Next.

    7. Select a database and, if necessary, enter your password. Click Finish.

    The OLAP panel appears.

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    NOTE

    Your ability to establish a connection to an Express server depends on your

    access rights to the server and on the server security. For more information on

    setting up a connection to an OLAP server, contact your IS manager.

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    Express OLAP Access Pack Users Guide 19

    Connecting to Express

    Edit Connection to Oracle Express Server Options

    NOTE

    If you select Express Server 5: Enter the UUID and host name, available from

    your IS manager.

    If you select Express Server 6: For a Windows NT server: Select the transport

    ncacn_ip_tcp and enter the host name.

    For a UNIX server: select the transport ora_ro_tcp, then enter the host name andthe endpoint.

    Group box Option Description

    Connection Name The name of the connection you

    want to use or save

    Express Server Type

    Note: This option is

    available only if you

    select Express Server 5

    Server

    Daemon

    Select to access a server

    Select to access a daemon

    Express Server Binding Server

    version

    Select Express Server 5 or Express

    Server 6 (see Note on below).

    Object UUID This option has to be specified only

    if you select Express Server 5, then

    select Daemon.

    Transport Select the transport appropriate to

    your LAN configuration.

    Host The host name

    Endpoint If you need to use this option, speak

    with your Information System (IS)

    manager.

    Domain The domain name of your server

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    20 Express OLAP Access Pack Users Guide

    Introducing the Express OLAP Access Pack

    Connecting to an Express server from an existing report

    To edit or refresh the data provider from an open BusinessObjects report, you

    must be connected to an Express server. If you are not connected to the server,

    follow the steps below.

    1. From the open BusinessObjects report, click the appropriate toolbar button to

    edit or refresh the data provider.

    2. In the OLAP User Identification dialog box that appears, type your user name

    and password, then click OK.

    If you are connecting to an Express server, you must type a password to

    connect to the server, then type another password to connect to the database

    you want.

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    Express OLAP Access Pack Users Guide 21

    The OLAP Panel

    The OLAP Panel

    The OLAP Panel is the graphical interface that lets you create reports from the

    data in an Express server. An Express server is a multidimensional database for

    storing data with an unlimited number of dimensions, such as time, accounts,

    region, or product. It manages data models, data storage, calculations, and data

    security.

    a. The OLAP toolbar

    b. The Database Objects box

    c. The Filters box

    d. The Gride. Displays a dialog box from which you can set the font used for text and

    numbers in the Grid or filters, and set options for managing the volume of data

    to be retrieved.

    e

    g h i j

    a

    b

    c

    d

    f

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    22 Express OLAP Access Pack Users Guide

    Introducing the Express OLAP Access Pack

    f. The status bar indicates the results of an action.

    f. Clears the panel of all dimensions, dimension values, measures, filters, and

    data values.

    g. Generates a BusinessObjects report.

    h. Closes the OLAP Panel and returns to the New Report wizard from which you

    can select another Express application or database.

    i. Displays OLAP Panel online help.

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    Express OLAP Access Pack Users Guide 23

    The OLAP Panel

    The Database Objects box

    The Database Objects box displays the measures available in the attached

    Express database. Once you have dropped a measure in the OLAP Panel Grid,

    the measure's associated dimensions are also listed in the Database Objects

    box.

    In the OLAP Panel, the Database Objects box uses a tree structure to show the

    dimensions, values, and measures in the database, and to represent their

    relationships. These elements of a database are discussed below.

    The Database Objects box in View by dimension value mode, showing dimensions and

    measures. The box shows the name of the Express database and server name, in the

    above example xademo and Chester respectively.

    dimension

    measure

    view by dimension levelview by

    dimension value

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    24 Express OLAP Access Pack Users Guide

    Introducing the Express OLAP Access Pack

    DimensionsA dimension is one of the organizational elements of a database. A dimension

    lists components that you group according to the requirements of your business.

    For example, YEAR, QUARTER, MONTH, and DAY can comprise a time

    dimension.

    In Express, a dimension can have one or more hierarchies, which identify the

    values that contribute to subtotals and totals in the data. For example, DAY can

    appear in different TIME hierarchies: YEAR, QUARTER, MONTH, DAY andYEAR, WEEK, DAY.

    BusinessObjects dimensions support default or standard hierarchies.

    In the Database Objects box of the OLAP Panel, a dimension is represented by

    the symbol.

    Dimension valueDimension values, also referred to as values, identify data needed for specificpurposes. For example, BOSTON, MIAMI, and NEW YORK can be dimension

    values for a CITY dimension.

    In the Database Objects box of the OLAP Panel, a dimension value is

    represented by the cube symbol.

    LevelA level corresponds to a set of dimension values in a hierarchy. For example, the

    CITY level corresponds to the dimension values BOSTON, MIAMI, and NEWYORK in the DISTRICT hierarchy.

    In the Database Objects box, a level is represented by the double cube

    symbol.

    MeasuresA BusinessObjects measure is an Express variable or formula associated with

    specific dimensions. For example, a SALES measure may be associated with

    MONTH, PRODUCT, and DISTRICT.

    In the Database Objects box, measures are represented by the pink ball

    symbol and contained in a folder named Measures, which is represented by the

    pink ball folder symbol.

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    Introducing the Express OLAP Access Pack

    The filters box

    Filters restrict the data values returned from the database and allow you to view

    data by slices. The Filters box allows you to place one or more dimensions,

    values, or levels that act as filters on the Grid. The Grid applies filters to

    measures based on the selected values of the dimension.

    To show or hide the Filters box, click Show/Hide Filters.

    You can position the filters vertically within the Filters box if there are at least twofilters in the Filters box. To do so, click Wrap Filters.

    A filter based on the Market dimension

    The grid

    The Grid is an area of the OLAP panel that you populate with dimensions and

    measures from the Database Objects box.

    The Grid can display many dimensions, values, and measures at any one time.

    It is made up of three areas:

    Area 1, the body, is typically the drop point for measures. Area 2, the down edge, is a drop point for dimensions.

    Area 3, the across edge, is a drop point for dimensions.

    Show/Hide

    Wrap Filters

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    Express OLAP Access Pack Users Guide 27

    The OLAP Panel

    The toolbar

    The buttons on the toolbar allow you to modify the OLAP Panel display, reverse

    actions, hide or display areas of the OLAP Panel, and add or remove values. The

    toolbar buttons are described below.

    The OLAP Panel toolbar

    Toolbar Button Description

    Displays or hides the Database Objects box in the OLAP

    Panel.

    Displays or hides the Filters box in the OLAP Panel.

    Displays or hides the Status Bar in the OLAP Panel.

    Aligns filters horizontally within the Filters box. Any filters

    that cannot be viewed on one line in the Filters box are

    displayed on a second, third, or further line.

    Allows you to reverse actions you performed. When you

    click the button for the first time, you reverse the most recent

    action; the second time you click the button, you reverse theaction preceding the most recent one. In this way, you can

    reverse up to five consecutive actions.

    Displays the Add/Remove Panel, which allows you to add

    values to, or remove values from, a dimension as

    necessary. The panel is useful for obtaining more refined

    data values.

    Allows you to exchange the dimensions and measures in thedown edge with those in the across edge. Swap Edges does

    not alter the values of dimensions in any way.

    Opens the Dimensions Properties dialog box, which allows

    you to modify the properties of the selected dimension.

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    ch

    apte

    r

    Using the OLAP Panel

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    30 Express OLAP Access Pack Users Guide

    Using the OLAP Panel

    Overview

    Working with the OLAP Panel includes:

    swapping or moving dimensions in the Grid

    applying filters and drilling on them

    adding or removing values from dimensions drilling up or down

    setting information retrieval and appearance options

    creating BusinessObjects reports

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    Express OLAP Access Pack Users Guide 31

    Working with the Grid

    Working with the Grid

    The Grid contains the dimensions and measures necessary for reporting and

    analysis. The data values are the intersections of these dimensions and

    measures.

    To begin populating the Grid drag a measure from the Database Objects box and

    drop it in the Grid. When you drop a measure into the Grid, its associated

    dimensions become visible in the Database Objects box and in the Grid. You canremove all values from the Grid at any time by clicking Clear.

    Swapping dimensions

    1. Click a dimension that you want to swap and hold down the mouse button.

    2. Hold down the Shift key and drag the dimension until it is on top of the

    dimension you want to swap.

    3. Release the mouse button.

    TIP

    To swap the contents of the Down Edge with the contents of the Across Edge, Swap

    Edges.

    You can swap dimensions between the Filters box and the Grid, and within either of

    these two boxes.

    Moving a dimension or a measure1. Click the dimension or measure you want to move and hold down the mouse

    button.

    2. Drag the dimension or measure to the desired location, then release the

    mouse button.

    TIP

    You can move dimensions not only inside the Grid and Filters box, but also between

    these boxes.

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    32 Express OLAP Access Pack Users Guide

    Using the OLAP Panel

    Removing a measure

    You can remove a measure from the Grid in either of the following ways:

    Right-click the measure's name, then select Remove Measure on the popup

    menu that appears.

    or

    Drag the measure from the Grid and drop it in the Database Objects box.

    Resizing the columns of the grid1. Position the pointer over the right border of a column.

    2. Use the left mouse button to drag the border to the left or right.

    3. Release the mouse button when the column is the appropriate size.

    NOTE

    You cannot resize individual columns.

    Resizing the rows of the grid

    1. Position the pointer over the bottom border of a row.

    2. Use the left mouse button to drag the border up or down.

    3. Release the mouse button when the row is the appropriate size.

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    Express OLAP Access Pack Users Guide 33

    Working with Filters

    Working with Filters

    Filters, which restrict the data returned from the database, appear in the Filters

    box of the OLAP Panel.

    When you begin populating the Grid by adding a measure, the measure's

    dimensions appear in either the Filters box or the Grid. You can move dimensions

    between the Filters box and the Grid to obtain the results you want.

    NOTE

    When you perform actions in the Grid, the status bar indicates the results of the

    action.

    Applying a filter

    Drag the dimension from the Grid and drop it in the Filters box.

    Removing a filter value

    1. Right-click on the filter.

    2. In the popup menu that appears, select Remove Current Value.

    Adding or removing dimension values

    1. Right-click on the filter.

    2. In the popup menu that appears, select Add/Remove Values.The Add/Remove Panel appears.

    3. In the Filters tab, select and move the values you want:

    Drilling on a filter

    1. With the right mouse button, click the filter you want.

    2. In the popup menu that appears, select Drill Down orDrill Up.

    To... Select...

    add values, values in the Available Dimension Values list box. Either

    click the arrows pointing to the Selected Dimension Values

    list box, or drag the selection and drop it in the list box.

    remove

    values,

    values in the Selected Dimension Values list box. Either

    click the arrows pointing to the Available Dimension Values

    list box, or drag the selection and drop it in the list box.

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    34 Express OLAP Access Pack Users Guide

    Using the OLAP Panel

    Changing Dimension Properties

    The Dimension Properties dialog box allows you to change the properties of a

    selected dimension and the appearance of the BusinessObjects report.

    To open the Dimension Properties dialog box, do one of the following:

    Click Dimension Properties.

    In the Database Objects box, right-click a dimension or measure, and in the

    popup menu that appears, select Dimension Properties.

    The Express Dimension Properties panel appears.

    DimensionProperties

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    Express OLAP Access Pack Users Guide 35

    Changing Dimension Properties

    Express Dimension Properties

    Option selection Description

    Apply sort defined on

    server

    In the BusinessObjects report, displays values in

    the same order as in the Express database.

    Turn hierarchy into a single

    Report Dimension

    Displays all the hierarchy levels as one dimension

    in the BusinessObjects report.

    Display totals after

    subitems

    Display totals after the subitems in the

    BusinessObjects report.

    To activate this option, you must checkApply sort

    defined on serverand Turn hierarchy into a single

    Report Dimension.

    Indentation Controls the appearance of the BusinessObjects

    report. To activate this option, you must check the

    Turn hierarchy into a single Report Dimension.

    Subitems: Applies a left indent to the subitems in

    the report.

    Totals: Applies a left indent to the totals in the

    report.

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    36 Express OLAP Access Pack Users Guide

    Using the OLAP Panel

    Using the Add/Remove Panel

    The Add/Remove panel lets you manage data retrieved from the Oracle Express

    database by adding values to, or removing values from, the dimensions in the

    OLAP Panel, one value at a time. You cannot apply one value at a time when you

    work directly in the OLAP Panel.

    The Add/Remove panel contains tabs representing the areas of the OLAP Panel

    in which you can place dimensions. Each tab appears only when thecorresponding area contains at least one dimension.

    The Filters tab allows you to select the values of the dimensions used as filters

    in the Grid.

    The Down Edge tab allows you to select the values of the dimensions in the

    Down Edge of the Grid.

    The Across Edge tab allows you to select the values of the dimensions in the

    Across Edge of the Grid.

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    Express OLAP Access Pack Users Guide 37

    Using the Add/Remove Panel

    Adding values to a dimension

    1. Click Add/Remove Panel to display the Add/Remove panel.

    The panel shows all the dimensions currently populating the Grid and the

    Filters box. Dimensions are located in any one of the three tabs: Filters, Down

    Edge, or Across Edge.

    2. Click the tab in which the dimension is located.

    3. In the Available Dimension Values list box, select the dimension containing

    the value you want to add.4. Click the + beside the dimension to view all its values.

    5. Select the value(s) you want to add.

    - To select consecutive values, hold down the Shift key, then click the first and

    last values you want to add.

    - To select nonconsecutive values, hold down the Ctrl key, then click each

    value you want.

    6. To add the selected value(s), do one of the following:- To add the selection to the target dimension only, click the specific

    dimension in the Selected Dimension Values list box, drag the selection, and

    drop it in the box.

    - To add the selection to all possible target dimensions, click the right arrow.

    TIP

    You can gain access to the Add/Remove panel from the Grid:

    Right-click a dimension or dimension value. From the popup menu, clickAdd/Remove Values.

    Add/Remove

    Panel

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    38 Express OLAP Access Pack Users Guide

    Using the OLAP Panel

    Removing values from a dimension

    1. Click Add/Remove Panel to display the Add/Remove panel.

    The panel shows all the dimensions currently populating the Grid and the

    Filers box. Dimensions are located in any one of the three tabs: Filters, Down

    Edge, or Across Edge.

    2. Click the tab in which the dimension is located.

    3. In the Available Dimension Values list box, click the + beside the dimension

    or measure to view all its values.4. Select the values you want to remove from the dimension.

    - To select several consecutive values, hold down the Shift key, then click the

    first and last values you want to add.

    - To select nonconsecutive values, hold down the Ctrl key, then click each

    value you want.

    5. To add the selected value(s), do one of the following:

    - To add the selection to the target dimension only, drag and drop theselection in the Selected Dimension Values list box.

    - To add the selection to all possible target dimensions, click the left arrow

    button.

    TIP

    You can gain access to the Add/Remove panel from the Grid:

    Right-click a dimension or dimension value. From the popup menu, clickAdd/

    Remove Values.

    Add/Remove

    Panel

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    Express OLAP Access Pack Users Guide 39

    Drilling in the OLAP Panel

    Drilling in the OLAP Panel

    Drilling is a means of analyzing data by examining it from different viewpoints and

    levels of detail.

    The Grid allows you to drill through the levels of the hierarchy. You can drill up or

    down on one or all selected values in a dimension. You can drill on a dimension

    in the Grid or in the Filters box.

    Drilling down

    Drill down is an operation that expands the levels of a dimension. When you drill

    down one level, you expand the dimension values to include those at the lower

    level. The values at this lower level are known as the children of the higher level

    value, called the parent.

    You can drill down until you have reached the bottom of the hierarchy; at that

    point, the Drill Down command is dimmed on the popup menu.

    To drill down on a dimension:

    1. Right-click the dimension or one of its values.

    A popup menu appears.

    2. From the popup menu, select a drill down command.

    TIP

    To drill down on all occurrences, double-click a dimension.

    To drill down on a selected occurrence, press Ctrl and double-click a dimension.

    Command Action

    Drill Down on Selected

    Occurrence

    expands the dimension by only one level

    below the selected dimension or value.

    Drill Down on all

    Occurrences

    expands the dimension by one level below all

    the selected dimensions or values.

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    Using the OLAP Panel

    Drilling up

    Drill up is an operation that collapses the levels of a dimension. As a result, the

    values in the levels below the current value are no longer visible.

    You can drill up until you have reached the top of the hierarchy; at that point, the

    Drill Up command is dimmed on the popup menu.

    To drill up from a dimension:

    1. Right-click the dimension or one of its values.

    A popup menu appears.

    2. From the popup menu, select a drill up command.

    TIP

    To drill up on all occurrences, press Shift and double-click a dimension.

    To drill up on a selected occurrence, press Ctrl + Shift, then double-click a dimension.

    Command Action

    Drill Up on Selected

    Occurrence

    collapses the dimension by only one level

    below the selected dimension or value.

    Drill Up on all Occurrences collapses the dimension by one level below all

    the selected dimensions or values.

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    Express OLAP Access Pack User s Guide 41

    Setting General and Fonts Options

    Setting General and Fonts Options

    To set or change options relating to the control of data volume and the font used

    in the Grid:

    1. In the OLAP Panel, click Options.

    2. In the General tab:

    - specify the dimension/measure value labels

    - type a label for undefined values

    - set a limit for the number of dimension values

    - specify a data retrieval option

    - select a filter option

    Refer to the section titled General Tab Options below.

    3. In the Fonts tab:

    - select the element of the OLAP Panel to which you want to apply formatting

    - select the font, size, style, and color

    Refer to the section titled Fonts Tab Options below.

    4. When you have completed your selections in both tabs, click OK.

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    p

    Using the OLAP Panel

    General tab options

    The General tab allows you to manage the volume of data retrieved by

    specifying:

    dimension/measure value labels

    undefined data labels

    the number of dimension values

    a limit for the number of rows and columns of retrieved data

    You can choose to receive a warning if the data from the server exceeds a

    specified number of rows or cells.

    filter fetch and display parameters

    By default, the data retrieved from the server is filtered by the dimension

    values displayed in the Filters box. However, you can choose to retrieve all

    the values of a dimension but display only the filtered values in the report. You

    can also retrieve and display all values.

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    Setting General and Fonts Options

    General tab

    option

    Option

    selection

    Description

    Dimension

    Value Labels

    Lets you manage the length of the values

    displayed in the Grid.

    Short labels Displays the values' short labels.

    Long labels Displays the values' long labels.

    Value Displays the values as they are defined in the

    database.

    Undefined

    Data Labels

    Lets you manage the way undefined values

    appear in the Grid.

    NA Spell Displays the text that appears in the Grid when

    undefined values occur. To change the current

    text, highlight the text then type the new text.

    Dimensions

    without

    hierarchy

    Limit number of

    dimension

    values

    Lets you set a limit for the number of

    dimension values to retrieve in the Grid or filter

    when a dimension without hierarchies is

    inserted in the Grid.

    Data

    Retrieval

    Lets you limit the quantity of data retrieved

    from the server.

    Warn if number

    of rows

    exceeds

    Displays a warning message when you

    attempt to retrieve more than the specified

    number of rows of data. Enter the desired

    number in the text box.

    Warn if number

    of cells

    exceeds

    Displays a warning message when you

    attempt to retrieve more than the specified

    number of cells. Enter the desired number in

    the text box.

    Array fetch size Lets you specify the size of the packets of rows

    to retrieve.

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    Using the OLAP Panel

    Filters Lets you customize the filters you applied in

    the OLAP Panel.

    Fetch only

    current filter

    values

    Filters the data on the dimension value(s)

    currently displayed in the Filters box of the

    OLAP Panel. This is the default option.

    Fetch all filter

    values but

    display only

    current values

    Retrieves all the values in the filters but the

    report shows only the values currently

    displayed in the OLAP Panel Filters box.

    Though you cannot see some of the values in

    the report, you can still use them in the report.

    Fetch and

    display all filter

    values

    Retrieves and displays all the values of the

    filtered dimensions. Thus, you deactivate the

    filter but can reactivate it later by editing thedata provider.

    General tab

    option

    Option

    selection

    Description

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    Setting General and Fonts Options

    Font tab options

    The options in the Fonts tab let you format the text and numbers appearing in the

    OLAP Panel. By default, text and numbers are formatted as Arial, Regular, size

    10.

    Fonts tab

    option

    Option

    selection

    Description

    Apply to Select the section of the OLAP Panel to which you

    want to apply the font: Filters, Down Edge, Across

    Edge, or Grid.

    Font Changes the font of the text and numbers in the

    selected section of the panel. Select the font you

    want, or type the name of the font in the box above

    the list.

    Style Changes the style of the text and numbers in theselected section of the panel. Select the style, or

    type the name of the style in the box above the list.

    Size Changes the font size of the text and numbers in

    the selected section of the panel. Select a font

    size, or type the size you want in the box above

    the list.

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    Using the OLAP Panel

    Colors Changes the color of the text and numbers in the

    selected section of the panel. Double-click the box

    to display the color palette. Select one of the

    standard colors displayed, or create your own

    custom color by clicking Define Custom Colors.

    Effects Underline Adds a line under the text and numbers in theselected section of the panel.

    Strike Adds a line through the characters in the selected

    section of the panel.

    Preview Shows a sample of text formatted with the settings

    you have selected.

    Apply Applies the settings you have chosen to the text

    and numbers in the selected section of the panel.

    The OLAP Panel Options dialog box remains

    open.

    Default Font

    button

    Lets you restore the default font settings of the

    selected section of the panel.

    Fonts tab

    option

    Option

    selection

    Description

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    Express and BusinessObjects Reports

    Express and BusinessObjects Reports

    Once you have populated an OLAP Panel grid with the necessary dimensions,

    measures, and filters, you can create a BusinessObjects report. Then you can

    view and work in the report in BusinessObjects, and return to the Express OLAP

    Panel to edit or refresh the data provider.

    To create a BusinessObjects report:

    In the OLAP Panel, click Continue.

    Structure mapping from BusinessObjects to Express

    When you create a report from the OLAP Panel, BusinessObjects converts

    Oracle Express components to BusinessObjects components. The structure

    mapping is explained below.

    Oracle Express dimensionsExpress dimensions and BusinessObjects dimensions are not identical.Each Oracle Express dimension is converted into one BusinessObjects hierarchy

    of dimensions.

    Oracle Express measuresOracle Express measures are identical to BusinessObjects measures. Express

    measures tagged as Date or Text are converted into BusinessObjects

    dimensions.

    Oracle Express filtersBusinessObjects uses the filters to create a master/detail report. For every value

    in a filter, BusinessObjects creates in the report a section that contains a master

    and a detail.

    The value of a filter is the master and the data values associated with the filter

    become the detail.

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    Using the OLAP Panel

    The illustration above shows a populated Express grid and the BusinessObjects

    master/detail report generated from it.

    OLAP Panel

    Business Objects Report

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    Express and BusinessObjects Reports

    Viewing the report

    Once you have created a report from the OLAP Panel, you can use any of the

    features of BusinessObjects to view or format the contents of your report.

    Viewing the structureThe Express server performs aggregations and calculations based on the

    Database Outline, thereby ensuring the accuracy of the values in the report.

    The BusinessObjects calculation engine does not automatically perform the

    calculations.

    You can use BusinessObjects Data Manager to view all the values retrieved from

    the Express server.

    The values identified with #OlapAll are the aggregate values the Express server

    returns for a dimension.

    Server valuesThe report displays all the data values associated with the dimensions,measures, and filters you selected in the OLAP Panel. By default, these values

    include the aggregate values or server values returned by the Express server

    calculation engine.

    Server values are calculated in the Express server because BusinessObjects is

    unaware of the consolidation, relationships, and formulas defined in the

    Database Objects.

    You can make your own calculations in the report. To do so, you must specify the

    values you want by modifying the formula in a cell:

    Server values are defined with the formula:

    =(ServerValue), for example =Sum(ServerValue())

    Local values are defined with the formula:

    =(), for example =Sum()

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    Using the OLAP Panel

    Example of server values and local values in a reportIn the report below, two sets of totals are shown: local values and server values.

    The upper totals are local values. These aggregates are the sum of the profits by

    quarter for western cities displayed in the report.

    The lower totals are server values. These aggregates are the sum of the profits

    by quarter for the cities in all the regions, not just the western cities.

    local values

    server values

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    Index

    Index

    AAdd/Remove panel

    adding values 37purpose 36

    removing values 38

    BBusiness Objects

    consulting services 9, 11

    documentation 8

    Documentation Supply Store 7

    support services 9

    training services 9, 11

    Cconnecting to Express server

    for a new report 16

    from existing report 20

    consultants

    Business Objects 9creating reports 47

    customer support 9

    Ddata retrieval option 43

    Database Objects box

    purpose 23

    viewing modes 25

    demo

    materials 7

    Developer Suite 8, 10

    dimension value label option 43

    dimension value, defined 24

    dimensions

    adding values 37

    changing properties 34defined 24

    in BusinessObjects reports 47

    moving 31

    removing values 38

    swapping 31

    documentation

    CD 7

    feedback on 8

    on the web 7printed, ordering 7

    roadmap 7

    search 7

    Documentation Supply Store 7

    drilling in the OLAP Panel 39

    Eeducation see training

    Express serverconnecting to 16

    defined 21

    Ffeedback

    on documentation 8

    filters

    adding dimension values 33applying 33

    drilling on 33

    in BusinessObjects reports 47

    options 44

    purpose 26, 33

    removing a value 33

    removing dimension values 33

    font settings 45

    52 Express OLAP Access Pack Users Guide

    http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-
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    Index

    GGrid

    defined 26, 31

    drilling down 39

    drilling up 40

    drop points 26

    illustrated 26

    moving dimensions 31

    moving measures 31

    populating 31

    purpose 26

    removing measures 32

    resizing columns 32

    resizing rows 32

    swapping dimensions 31

    working with 31

    KKnowledge Base 10

    Llevel, defined 24

    Mmeasures

    defined 24in BusinessObjects reports 47

    moving 31

    removing 32

    multimedia

    quick tours 8

    OOLAP Panel

    defined 21

    drilling 39

    toolbar 27

    Online Customer Support 9

    optionsdata retrieval 43

    dimension value labels 43

    filters 44

    fonts 45

    general 42

    undefined value labels 43

    Rreportscreating 47

    structure mapping 47

    viewing the structure 49

    Ssearch

    documentation 7

    server values 49support

    customer 9

    TTips & Tricks 8

    toolbar buttons, described 27

    training

    on Business Objects products 9

    Uundefined value label option 43

    Vvalues. server 49

    Wweb

    customer support 9

    getting documentation via 7

    useful addresses 10

    http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-