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Building BI Data Models with DeepSee

Kenneth Poindexter, Michael Braam
March 2011
DeepSee

• BI component of Caché and Ensemble
   – Embedded Real-Time Business Intelligence
• Available since Caché 2009.1
   – New release available with Caché 2011.1
   – All academies based on the 2011.1 version
• Integrated User Interface and API
    – Light-weight browser-based user interface
    – Standardized API for BI data access
Academy Outline

 • DeepSee Data Modeling
    – Cubes
    – Subject Areas
    – KPI’s
Accessing DeepSee

• Use Firefox as the browser
   – DeepSee can be accessed from different
     browsers.
     • Firefox, Internet Explorer and Chrome
  – Within Firefox, click one of the three shortcuts
    in the browser’s toolbar
• From your Desktop
   – Click on one of the shortcuts provided.
Demonstration

 • What a cube can do for you?
Exercises (Shortcuts and Hints)
 C:Academy FilesDSMODEL Exercises.pdf
 Contains a pdf copy of the exercise guide. For those of us
  that are visually challenged.
 C:Academy FilesCode.txt
 Anyplace in the exercise guide where you find code that
  you have to type in, you can find that code in this file for
  easy copying and pasting.
 C:Academy FilesCompleted Exercises

 When all else fails…..
Cube

A data structure that allows fast analysis of
 data from different perspectives.
Cube

A data structure that allows fast analysis of
 data from different perspectives.
   Normal Two Dimensional View

  Region   Product    Year   Units
  Europe   Candy      2011   12
  Europe   Candy      2010   6
  Europe   Candy      2009   2
Cube

A data structure that allows fast analysis of
 data from different perspectives.
   Normal Two Dimensional View                View using a Cube

  Region   Product    Year   Units
  Europe   Candy      2011   12
                                      Fruit
  Europe   Candy      2010   6
                                     Candy 12        6    2
  Europe   Candy      2009   2                                        Asia
                                                                    N America
                                     Chips                        Europe
                                              2011 2010 2009
Cube

A data structure that allows fast analysis of
 data from different perspectives.
                                   View using a Cube




                           Fruit

                          Candy 12        6    2           Asia
                                                         N America
                          Chips                        Europe
                                   2011 2010 2009
Cube: Dimensions and Measures

 A data structure that allows fast analysis of
  data from different perspectives.
                        View using a Cube
 Dimensions                                                 Measures

 Defines the                                              Defines what we
 perspective    Fruit                                      are analyzing

   Product     Candy 12        6    2           Asia        Units Sold
  Year Sold                                   N America    Sale Amount
               Chips                        Europe
  Location                                                   Average
                        2011 2010 2009                      Discount
Exercise 1: Create a New Cube
Exercise 1: Create a New Cube

 Key Concepts
 • Every cube requires a unique name
 • The Source Class is where DeepSee will get
   data for your cube. A cube is based on a single
   source class or its related data
 • DeepSee cubes are stored in Cache classes.
Dimension

A Dimension can be a value from our Source
 Class which we add to our cube in order to slice
 and dice, or view our data in different ways or
 from different perspectives.
                                         Dimensions

                                         Defines the
  Fruit                                  perspective
 Candy 12       6    2         Asia       Product
                             N America
 Chips                     Europe        Year Sold
          2011 2010 2009                 Location
Exercise 2: Dimensions from Properties
Exercise 2: Dimensions from Properties

 Key Concepts
 • Dimensions must have unique names within the cube
 • Dimensions are values used to analyze our data from
   different perspectives
 • A dimension can be based upon a source property
 • Any change made to a dimension requires you to compile
   and rebuild your cube.
Measure

A Measure is a numerical value that defines what
 we are analyzing. Measures can be aggregated
 in different ways, such as Sum, Average,
 Minimum and Maximum
                                           Measures

                                         Defines what we
  Fruit                                   are analyzing
 Candy 12       6    2         Asia        Units Sold
                             N America
 Chips                     Europe         Sale Amount
          2011 2010 2009                    Average
                                           Discount
Exercise 3: Measures from Properties
Exercise 3: Measures from Properties

 Key Concepts
 • Measures are numerical values associated with
   the records from our source class that we want
   to analyze
 • It is perfectly normal to use a source property as
   both a measure and a dimension
 • Measures can be aggregated in different ways,
   such as Sum, Min, Max and Avg.
Null Values

 A null is a property within your database that does
  not have a value. DeepSee indexes null values.
Null Values

 A null is a property within the database that does
  not contain a value. DeepSee indexes null
  values.


          <null>                   Meaning
Exercise 4: Null Replacement
Exercise 4: Null Replacement

 Key Concepts
 • Null values are properties within our source
   class that do not have a value.
 • By default, DeepSee displays null values as
   <null>
 • Null Value does not necessarily = no meaning
 • A default null replacement string can be set at
   the cube level
 • Null replacement strings on levels override the
   null replacement string from the cube.
Ranges

What is a range
• A range is a grouping of one or more values into
  buckets of lesser number.
Ranges

What is a range
• A range is a grouping of one or more values into
  buckets of lesser number.


                      No Discount         1-19%         20-49%         50%+

                     • 0%           •   5%        •   21.5%      •   51.2%
       Discounts                    •   6.5%      •   22%        •   68%
                                    •   8%        •   25%        •   72.1%
                                    •   10%       •   31%        •   80%
      Grouped Into                  •   14.5%     •   36.5%      •   81%
                                    •   15%       •   40%        •   82%
                                    •   18%       •   42%        •   91%
       Meaningful                   •   18.5%     •   45.2%      •   92.5%
        Ranges                                    •   49%
Ranges

What is a range
• A range is a grouping of one or more values into
  buckets of lesser number.


                     Pediatric   • 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17

          Age
                      18-30      • 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30

      Grouped Into
                      31-50      • 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44,
                                   45, 46, 47, 48, 49, 50

      Age Groups
                       51+       • 51, 52, 53, 54. 55, 56, 57, 58, 59, 60, 61, 62, 63, 64,
                                   65, 66, 67, 68, 69, 70…
Exercise 5: Range Expressions
Exercise 5: Range Expressions

 Key Concepts
 • Range Expressions allow us to group values that
   would otherwise be difficult to manage into
   smaller more manageable range sets
 • Each Range has a From value, a To value and a
   Replacement Value
 • The From and To values can be exclusive or
   inclusive.
Dimension Hierarchies and Levels

 Multiple levels define their members in order of
  detail, with each level becoming more detail than
  the level before.
Dimension Hierarchies and Levels

 Multiple levels define their members in order of
  detail, with each level becoming more detail than
  the level before.
Dimension Hierarchies and Levels
                    Hierarchy


   Outlet   Region         Country        City        Each dimension level
                                                      contains Members that
                                                      are tree-like organized.
             Asia         China         Beijing
                                        Shanghai
                           India        Bangalore
                                           Mumbai
                             Japan          Osaka
                                             Tokyo
                Europe        Belgium        Antwerp
                                              Brussels
                               England        Mancheste
                                               London
                                  France          Nice
                                                   r
                                                  Paris
                                   Germany         Berlin
                                                  Frankfurt
                                    Netherland      Amsterda
                                                     Munich
                                       Spain
                                         s           Barcelona
                                                        m
                                                       Madrid
                       N. America       Canada         Montreal
                                                         Toronto
                                            USA         Vancouver
                                                           Atlanta
                                                            Boston
                                                            Chicago
                                                                Los
                                                             Houston
                                                              New York
                                                              Angelesde
                                                                Seattle
                                S. America       Brazil            Rio
                                                                 Brasilia
                                                   Chile          Santiago
                                                                  Janeiro
                                                                  Sao Paolo
Exercise 6: Multiple Levels and Hierarchies
Exercise 6: Multiple Levels and Hierarchies

 Key Concepts
 • DeepSee dimensions can contain multiple
   hierarchies and multiple levels within each
   hierarchy
 • Levels must be organized into a tree structure
   where each level contains all of the members of
   the next lower level.
Time Dimensions

 Time dimensions are dimensions which give us
  information from the perspective of time or date.
Exercise 7: Time Dimensions
Exercise 7: Time Dimensions

 Key Concepts
 • Time dimensions follow the same rules as other
   multi-level dimensions. They must be organized
   in a way that presents a parent-child
   relationship.
 • DeepSee provides Functions which allow us to
   extract specific portions of date and time fields.
 • Time isn’t always on our side.
Changing our Thought Process…

 Most of the time when we begin building a data
  model, it’s habit to look at our source data and
  say, “What data do I have available to analyze.”

                                      •   Unit Sold
                                      •   Amount of Sale
                          Measures    •
                                      •
                                          Avg Sales Amount
                                          Min Sales Amount
                                      •   Max Sales Amount

                                      •   Date of Sale
                                      •   Channel

                         Dimensions   •
                                      •
                                          Outlet
                                          Product
                                          • Category
                                          • name
Changing our Thought Process…

 I propose a new way of thinking. Instead of
   saying, “What do I have to analyze?” Say to
   yourself, “How do I want to analyze?” And then
   say, “How can I get it?”                     •   Unit Sold
                                                •   Amount of Sale
                                                •   Avg Sales Amount


                                    Measures
                                                •   Min Sales Amount
                                                •   Max Sales Amount
                                                •   Avg Unit Amount
                                                •   Max Unit Amount
                                                •   Min Unit Amount
                                                •   Cases sold


                                                • Date of Sale
                                                • Channel
                                                • Outlet
                                                • Product


                                   Dimensions
                                                  • Category
                                                  • Name
                                                • Comment
                                                  • Type
                                                  • Comment
                                                • SKU Category
                                                • Sales Person’s Age
Exercise 8: Measures from Expressions
Exercise 9: Levels from Expressions
Review: Expressions

 Key Concepts
 • Change the way we think about the elements
   that will go into our data model.
 • We can use source expressions to create new
   measures and dimensions that are not contained
   directly in the properties of our source class.
 • We can use any Cache ObjectScript expression,
   which includes basic expressions as well as calls
   to external class methods which extend our
   possibilities endlessly.
Level Properties

 Are values that are associated with the level to
  which they belong.
             City                     Possible
                                     Properties

                                    Population
                                       Mayor
                                  Registered Dogs

                                    Or any other
                                  value that might
                                   be associated
                                  with a particular
                                         city
Level Properties

 Are values that are associated with the level to
  which they belong.
 Within DeepSee, they can be used in different
  ways:
 • As the name of the members of the level they
   belong
 • To sort the members of the level they belong.
 • Much like a measure in the Columns box within
   Analyzer
Exercise 10: Level Properties
Exercise 10: Level Properties

 Key Concepts
 • Level properties are used to provide additional
   information about the member of a level to which
   it belongs.
 • They can be used to sort the members, or as the
   name of the members of the level to which it
   belongs.
 • Level properties can be both source property
   and source expression based.
Detail List

 A Detail List allows us to drill to the detail
  information about the records which make up a
  given aggregated value.
Detail List

 A Detail List allows us to drill to the detail
  information about the records which make up a
  given aggregated value.
Exercise 11: Detail Lists
Exercise 11: Detail Lists

 Key Concepts
 • Allows drill-down to the detail records which
   make up a given aggregated value or set of
   values
 • Is based on a SQL statement, executed at run-
   time
Subject Area

 A subset of a cube.
 • Filters the records returned by queries without having to
   explicitly define the filter within the query
 • Filters the cube elements available to the end user
 • Allows cube elements to be modified and renamed.


        Fruit

       Candy 12       6    2         Asia
                                   N America
       Chips                     Europe
                2011 2010 2009
Subject Area

 A subset of a cube.
 • Filters the records returned by queries without having to
   explicitly define the filter within the query
 • Allows cube elements to be hidden from the end user
 • Allows you change the display name.



                                      Candy     6   2
                                                            Orlando
                                      Chips               Los Angeles
                                              2010 2009
Exercise 12: Subject Areas
Exercise 12: Subject Areas

 Key Concepts
 • Provide the ability to filter the records available
   to the user
 • Provider the ability to limit access to measures,
   dimensions and listings as well as modify their
   display names.
 • Enables us to secure our data by requiring a
   specific resource to access the subject area.
Academy Review

• Cubes
   – Measures
   – Dimensions
• Subject Areas
• KPIs
Review: More Information
 • Exploring and Presenting Data with DeepSee
    – Tuesday 4:00PM
    – Wednesday 9:00AM
 • Building BI Data Models with DeepSee
    – Monday 2:00PM
    – Tuesday 1:30PM
 • Using MDX in DeepSee
    – Tuesday 10:00AM
    – Wednesday 11:15AM
Review: More Information
 • Developers Room
 • Cache Documentation
    – Defining and Building DeepSee II Models
    – Getting Started with DeepSee Introduction
    – DeepSee II Implementation Guide
       Implementation
    – Developer Tutorial           Step-by-Step
Building BI Data Models with DeepSee

Kenneth Poindexter, Michael Braam
March 2011

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Building BI Data Models With Deep See

  • 1. Building BI Data Models with DeepSee Kenneth Poindexter, Michael Braam March 2011
  • 2. DeepSee • BI component of Caché and Ensemble – Embedded Real-Time Business Intelligence • Available since Caché 2009.1 – New release available with Caché 2011.1 – All academies based on the 2011.1 version • Integrated User Interface and API – Light-weight browser-based user interface – Standardized API for BI data access
  • 3. Academy Outline • DeepSee Data Modeling – Cubes – Subject Areas – KPI’s
  • 4. Accessing DeepSee • Use Firefox as the browser – DeepSee can be accessed from different browsers. • Firefox, Internet Explorer and Chrome – Within Firefox, click one of the three shortcuts in the browser’s toolbar • From your Desktop – Click on one of the shortcuts provided.
  • 5. Demonstration • What a cube can do for you?
  • 6. Exercises (Shortcuts and Hints) C:Academy FilesDSMODEL Exercises.pdf Contains a pdf copy of the exercise guide. For those of us that are visually challenged. C:Academy FilesCode.txt Anyplace in the exercise guide where you find code that you have to type in, you can find that code in this file for easy copying and pasting. C:Academy FilesCompleted Exercises When all else fails…..
  • 7. Cube A data structure that allows fast analysis of data from different perspectives.
  • 8. Cube A data structure that allows fast analysis of data from different perspectives. Normal Two Dimensional View Region Product Year Units Europe Candy 2011 12 Europe Candy 2010 6 Europe Candy 2009 2
  • 9. Cube A data structure that allows fast analysis of data from different perspectives. Normal Two Dimensional View View using a Cube Region Product Year Units Europe Candy 2011 12 Fruit Europe Candy 2010 6 Candy 12 6 2 Europe Candy 2009 2 Asia N America Chips Europe 2011 2010 2009
  • 10. Cube A data structure that allows fast analysis of data from different perspectives. View using a Cube Fruit Candy 12 6 2 Asia N America Chips Europe 2011 2010 2009
  • 11. Cube: Dimensions and Measures A data structure that allows fast analysis of data from different perspectives. View using a Cube Dimensions Measures Defines the Defines what we perspective Fruit are analyzing Product Candy 12 6 2 Asia Units Sold Year Sold N America Sale Amount Chips Europe Location Average 2011 2010 2009 Discount
  • 12. Exercise 1: Create a New Cube
  • 13. Exercise 1: Create a New Cube Key Concepts • Every cube requires a unique name • The Source Class is where DeepSee will get data for your cube. A cube is based on a single source class or its related data • DeepSee cubes are stored in Cache classes.
  • 14. Dimension A Dimension can be a value from our Source Class which we add to our cube in order to slice and dice, or view our data in different ways or from different perspectives. Dimensions Defines the Fruit perspective Candy 12 6 2 Asia Product N America Chips Europe Year Sold 2011 2010 2009 Location
  • 15. Exercise 2: Dimensions from Properties
  • 16. Exercise 2: Dimensions from Properties Key Concepts • Dimensions must have unique names within the cube • Dimensions are values used to analyze our data from different perspectives • A dimension can be based upon a source property • Any change made to a dimension requires you to compile and rebuild your cube.
  • 17. Measure A Measure is a numerical value that defines what we are analyzing. Measures can be aggregated in different ways, such as Sum, Average, Minimum and Maximum Measures Defines what we Fruit are analyzing Candy 12 6 2 Asia Units Sold N America Chips Europe Sale Amount 2011 2010 2009 Average Discount
  • 18. Exercise 3: Measures from Properties
  • 19. Exercise 3: Measures from Properties Key Concepts • Measures are numerical values associated with the records from our source class that we want to analyze • It is perfectly normal to use a source property as both a measure and a dimension • Measures can be aggregated in different ways, such as Sum, Min, Max and Avg.
  • 20. Null Values A null is a property within your database that does not have a value. DeepSee indexes null values.
  • 21. Null Values A null is a property within the database that does not contain a value. DeepSee indexes null values. <null> Meaning
  • 22. Exercise 4: Null Replacement
  • 23. Exercise 4: Null Replacement Key Concepts • Null values are properties within our source class that do not have a value. • By default, DeepSee displays null values as <null> • Null Value does not necessarily = no meaning • A default null replacement string can be set at the cube level • Null replacement strings on levels override the null replacement string from the cube.
  • 24. Ranges What is a range • A range is a grouping of one or more values into buckets of lesser number.
  • 25. Ranges What is a range • A range is a grouping of one or more values into buckets of lesser number. No Discount 1-19% 20-49% 50%+ • 0% • 5% • 21.5% • 51.2% Discounts • 6.5% • 22% • 68% • 8% • 25% • 72.1% • 10% • 31% • 80% Grouped Into • 14.5% • 36.5% • 81% • 15% • 40% • 82% • 18% • 42% • 91% Meaningful • 18.5% • 45.2% • 92.5% Ranges • 49%
  • 26. Ranges What is a range • A range is a grouping of one or more values into buckets of lesser number. Pediatric • 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17 Age 18-30 • 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 Grouped Into 31-50 • 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50 Age Groups 51+ • 51, 52, 53, 54. 55, 56, 57, 58, 59, 60, 61, 62, 63, 64, 65, 66, 67, 68, 69, 70…
  • 27. Exercise 5: Range Expressions
  • 28. Exercise 5: Range Expressions Key Concepts • Range Expressions allow us to group values that would otherwise be difficult to manage into smaller more manageable range sets • Each Range has a From value, a To value and a Replacement Value • The From and To values can be exclusive or inclusive.
  • 29. Dimension Hierarchies and Levels Multiple levels define their members in order of detail, with each level becoming more detail than the level before.
  • 30. Dimension Hierarchies and Levels Multiple levels define their members in order of detail, with each level becoming more detail than the level before.
  • 31. Dimension Hierarchies and Levels Hierarchy Outlet Region Country City Each dimension level contains Members that are tree-like organized. Asia China Beijing Shanghai India Bangalore Mumbai Japan Osaka Tokyo Europe Belgium Antwerp Brussels England Mancheste London France Nice r Paris Germany Berlin Frankfurt Netherland Amsterda Munich Spain s Barcelona m Madrid N. America Canada Montreal Toronto USA Vancouver Atlanta Boston Chicago Los Houston New York Angelesde Seattle S. America Brazil Rio Brasilia Chile Santiago Janeiro Sao Paolo
  • 32. Exercise 6: Multiple Levels and Hierarchies
  • 33. Exercise 6: Multiple Levels and Hierarchies Key Concepts • DeepSee dimensions can contain multiple hierarchies and multiple levels within each hierarchy • Levels must be organized into a tree structure where each level contains all of the members of the next lower level.
  • 34. Time Dimensions Time dimensions are dimensions which give us information from the perspective of time or date.
  • 35. Exercise 7: Time Dimensions
  • 36. Exercise 7: Time Dimensions Key Concepts • Time dimensions follow the same rules as other multi-level dimensions. They must be organized in a way that presents a parent-child relationship. • DeepSee provides Functions which allow us to extract specific portions of date and time fields. • Time isn’t always on our side.
  • 37. Changing our Thought Process… Most of the time when we begin building a data model, it’s habit to look at our source data and say, “What data do I have available to analyze.” • Unit Sold • Amount of Sale Measures • • Avg Sales Amount Min Sales Amount • Max Sales Amount • Date of Sale • Channel Dimensions • • Outlet Product • Category • name
  • 38. Changing our Thought Process… I propose a new way of thinking. Instead of saying, “What do I have to analyze?” Say to yourself, “How do I want to analyze?” And then say, “How can I get it?” • Unit Sold • Amount of Sale • Avg Sales Amount Measures • Min Sales Amount • Max Sales Amount • Avg Unit Amount • Max Unit Amount • Min Unit Amount • Cases sold • Date of Sale • Channel • Outlet • Product Dimensions • Category • Name • Comment • Type • Comment • SKU Category • Sales Person’s Age
  • 39. Exercise 8: Measures from Expressions
  • 40. Exercise 9: Levels from Expressions
  • 41. Review: Expressions Key Concepts • Change the way we think about the elements that will go into our data model. • We can use source expressions to create new measures and dimensions that are not contained directly in the properties of our source class. • We can use any Cache ObjectScript expression, which includes basic expressions as well as calls to external class methods which extend our possibilities endlessly.
  • 42. Level Properties Are values that are associated with the level to which they belong. City Possible Properties Population Mayor Registered Dogs Or any other value that might be associated with a particular city
  • 43. Level Properties Are values that are associated with the level to which they belong. Within DeepSee, they can be used in different ways: • As the name of the members of the level they belong • To sort the members of the level they belong. • Much like a measure in the Columns box within Analyzer
  • 44. Exercise 10: Level Properties
  • 45. Exercise 10: Level Properties Key Concepts • Level properties are used to provide additional information about the member of a level to which it belongs. • They can be used to sort the members, or as the name of the members of the level to which it belongs. • Level properties can be both source property and source expression based.
  • 46. Detail List A Detail List allows us to drill to the detail information about the records which make up a given aggregated value.
  • 47. Detail List A Detail List allows us to drill to the detail information about the records which make up a given aggregated value.
  • 49. Exercise 11: Detail Lists Key Concepts • Allows drill-down to the detail records which make up a given aggregated value or set of values • Is based on a SQL statement, executed at run- time
  • 50. Subject Area A subset of a cube. • Filters the records returned by queries without having to explicitly define the filter within the query • Filters the cube elements available to the end user • Allows cube elements to be modified and renamed. Fruit Candy 12 6 2 Asia N America Chips Europe 2011 2010 2009
  • 51. Subject Area A subset of a cube. • Filters the records returned by queries without having to explicitly define the filter within the query • Allows cube elements to be hidden from the end user • Allows you change the display name. Candy 6 2 Orlando Chips Los Angeles 2010 2009
  • 53. Exercise 12: Subject Areas Key Concepts • Provide the ability to filter the records available to the user • Provider the ability to limit access to measures, dimensions and listings as well as modify their display names. • Enables us to secure our data by requiring a specific resource to access the subject area.
  • 54. Academy Review • Cubes – Measures – Dimensions • Subject Areas • KPIs
  • 55. Review: More Information • Exploring and Presenting Data with DeepSee – Tuesday 4:00PM – Wednesday 9:00AM • Building BI Data Models with DeepSee – Monday 2:00PM – Tuesday 1:30PM • Using MDX in DeepSee – Tuesday 10:00AM – Wednesday 11:15AM
  • 56. Review: More Information • Developers Room • Cache Documentation – Defining and Building DeepSee II Models – Getting Started with DeepSee Introduction – DeepSee II Implementation Guide Implementation – Developer Tutorial Step-by-Step
  • 57. Building BI Data Models with DeepSee Kenneth Poindexter, Michael Braam March 2011