business objects express
TRANSCRIPT
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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
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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Contents
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preface
Maximizing Your InformationResources
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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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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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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
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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
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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
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