Introduction to OBIEE (Oracle Business Intelligence)

How to Create your first report in obiee

Step 1: Setting up the ODBC(open database connectivity) connection to the data provider.

            Start -> Control panel ->Administrative tools -> Data source(ODBC), now select System DSN tab.

                                      

If the system data source is already listed out just select the data source else click on add button to add new data source provide.Now select a driver for which you want to set up data source,in our example data source provider is from SQL server(choose your driver based on data source provider),click finish.

          

           

Give a suitable name to refer data base and select the sql server from which your database.This can be obtained by below process.Click next

 

          

Now select the SQL server authentication and enter respected username and password.Click next

               

Select default data base which you are using and click next -> finish.

                   

                 

Finally you can Test data source once it finishes successfully click ok , you can find the data source provider list.

                       

Step 2: Creating  repository in OBIEE.

Start ->  Oracle business intelligence -> Administration ->File ->New and give suitable name to your repository.

             

After specifying suitable name new repository will open having physical layer,business model and mapping layer and presentation layer.

             

Now go to file -> import -> from databases a list of data sources will obtain select the suitable data source and give suitable authentication.Connection type will be ODBC 3.5 in our example since we have used ODBC data sources.Click ok.

            

Now u select import...to import the respected database to your physical layer.


              
The repository contains three layers physical layer,business layer(Business model Mapping),presentation layer.Database whatever you selected will be imported to physical layer of repository.

              

In business model mapping u need to decide which are the tables should be fact and dimension.Based on the business requirements you need to make joins between the tables.Two type of schemas we can follow here Star schema and Snow flake schema.




The Physical diagram will open for the selected tables with joins.

                   

Now perform the join operation between these tables based on suitable key.If the key is unknown between these table make complex join between those tables for this join system itself decides the key and it will be unknown for us.

 To make simple join,complex joins use the foreign key and new complex join option as shown below respectively.To make join drag from dimension to fact table.

                     

After  selecting  drag from dimension to fact table.Once u performed the joins between tables based on the business requirements, you will find yellow tables as fact and white color tables as dimension in business layer.

 

 

U can get business model whole diagram as following

  

To create logical column

Right click on table where logical column u have to create

 

Give name for that logical column

Select the data type double click on selected logical table source

Select column on which your operating……

Select the physical table and suitable column on ur performing operation then click ok

U will find

 

Then choose aggregate function u want to do

 

Then u will find logical column………

Finaly , selected tables and columns  drag  to presentation layer ,tat will be displayed in the obi presentation service ……(i.e table and columns)

Step 3:  OBIEE presentation service

1)Log in to the obi

In subject area u will find the database on which u want create report and dashboard.

Click the subject area u will find all the tables in the subject area over the left pane……using tat  we should generate the report

Generating a report

By exploring the tables in left pane u will find the columns in the respective table just click on the column names u required for the report…….

Click on the display results…..u will find the required result in the specified layout form.

Click on the save report…..and save the report in the required folder(if not create folder using the create folder option)

How to create a prompt in dashboard

Click on the prompt…..which shows subject …..further click tat…

Explore the left pane and select the suitable column on which u want to use as prompt

 

 

U will get……

 

Select presentation variable….and give suitable name for that…

 Save that prompt in required folder……

For creating Dashboard…..select settings ->administrator

 

Select manage interactive dashboard

 

 

Select create dashboard and give suitable name for tat and close window….

Now select dashboard……

 

And click on click here……

 

 

Now drag and drop the prompt and results…in  required format….

    

Give the presentation variable name as value

Now give save ……. and it will show the preview of that…