The purpose of this exercise is to show you how to create simple crosstabs
and graphs using the Presentation Wizard.
Exercise Description
The goal of this exercise is to use the BI Wizards to create BI Presentation
objects (crosstab and graph). These objects can then be shared and used in BI
applications for reporting and analysis.
Exercise Tasks
To create a new crosstab:
In the System-Navigator pane, right-click Project1BIDesigner1
and choose New Crosstab from the popup menu.
On the Welcome page of the wizard, after reviewing the steps that are required
to create a crosstab, choose Next to proceed.
Notice that the Crosstab box is checked by default. Specify
the presentation name, description, and search keywords that you want to associate
with the crosstab as follows. The search keywords are used by the search tool
to locate presentations as you will see later in the JSP tutorial.
Presentation location and name: Sales Analysis Crosstab
Description: My New Sales Analysis Report
Keywords: sales report
Choose Next to continue.
The Available list displays all of the measures and dimensions that an
end user may access and display in the crosstab. This list of measures and
their organization into folders was specified by the database administrator
when setting up Oracle9i OLAP. In this case, the tutorial database
bibdemo schema has two folders: Financial data and Sales Performance data.
In the Available list, expand the Sales Performance data
folder.
Select the measure Sales.
Use the shuttle button (which is represented by a single arrow that faces
right '>') to move Sales to the Selected
list. Notice that Sales and its related dimensions are
moved to the Selected list because the Add Dimensions Automatically
box is checked.
Bypass the remaining steps for customizing the crosstab. Choose
Finish to complete the creation of the crosstab.
From the File menu, choose Save All to save your work.
Now, you should see the new crosstab in a Presentation Editor. Later, you will
learn how to customize this crosstab using the Presentation Editor. Notice that
your new crosstab object has been added to the System-Navigator under the Project1BIDesigner1
object.
The next task guides you through the development of a graph.
To create a graph:
In the System-Navigator pane, right-click Project1BIDesigner1
and choose New Graph from the popup menu.
On the Welcome page of the wizard, after reviewing the steps that are required
to create a graph, choose Next to proceed.
Notice that the graph box is checked by default. Specify
the presentation name, description, and the search keywords that you want to associate
with the graph as follows:
Presentation location and name: Sales Analysis Graph
Description: Sales Analysis Graph for Asia
Keywords: analysis Asia graph
Choose Next to continue.
Now, select the same measure Sales to display in
the graph:
In the Available list, expand the Sales Performance data
folder.
Select the measure Sales.
Use the shuttle button (which is represented by the single arrow that
faces right '>') to move Sales to the
Selected list. Notice that Sales and its related dimensions
are moved to the Selected list because the Add Dimensions Automatically
box is checked.
Choose Next.
Specify the graph type. To experiment, select a major graph type that is
listed on the left and review the extensive subtypes that appear in the pane
on the right. Select Bar for graph type and subtype.
Bypass the remaining steps for customizing the graph. Choose Finish.
Now, you should see the new graph in a Presentation Editor. Later, you will learn
how to customize this graph using the Presentation Editor. Notice that your
new graph object has been added to the System-Navigator under the Project1BIDesigner1
object.
From the File menu, choose Save All to save your work.
The next section looks at both modifying and analyzing your presentation
objects using the Presentation Editor.
Exercise Summary
This exercise introduced wizards that enable you to define data-aware crosstabs
and graphs. The definitions of these objects are stored in XML files and are
accessible through the System-Navigator. Subsequent exercises will show you how to
customize these objects.
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