How to Create Excel Dashboards – 4

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Categories: Dashboard

Previous Part Build Excel Dashboards – 3

We will Add Calculations and Formulas

Add Calculations
Since this is a raw extract of actual transactions, it may need to add additional calculations and columns to create useful metrics.

For e.g in our sample file, we have the “Unit Price” and “Quantity” columns. We will create calculation to derive the “Amount” column

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Right click on the Quantity Column, Navigate to Popup Menu

Create ‘ –>Create Calculation
It shows a calculation wizard.
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1. Click on “Unit Price”
2. Click on * multiplication operator
3. Click on Quantity
4. Rename the column to “Amount”
5. Click on “Use this Formula”

As you see, the “Amount” column is added right next to the Quantity column

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Next – Add Date Hierarchy Columns Excel Dashboards – 5

How to build Excel Dashboards – 3

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Categories: Dashboard, InfoCaptor

Previous step : Excel Dashboards – 2

Create Dashboard and Table portlet

Once connected, it will show you a list of action items to pick from

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We will click on “New Blank Dashboard

In the Dashboard Name, we type in “Order Management Analytics”

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Click OK.

It will present you with a table browser showing all the available worksheets as tables

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Expand the node to see all the worksheets.

In this example file, we just have one worksheet named “order_data”. Note how, it attaches a $ sign at the end, which indicates this is an Excel Worksheet.

So make sure you do not have any dollar sign when naming the Excel worksheet and no other special characters and no white or blank characters. Replace blank characters with “_” underscore character

Double Click on the “order_data$” node

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Click on the “* alias=ord” item at the very top to select all the items

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You may change the name of any column or any other property such as sort and group by.

We will leave it as it is and click on the “Create Table” button.

This action creates a Table Portlet (Qlet) in the Dashboard canvas

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We will use this Qlet as our basic building block for the following exercise

Next : How to build Excel Dashboards – 4

How to build Excel Dashboards – 2

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Categories: Dashboard, InfoCaptor

Previous Step: Excel Dashboards – Part 1

Launch Dashboard Software and Connect


Launch InfoCaptor Dashboard Software on your Desktop and click on the connect button on the toolbar

Connection wizard for Excel Dashboard

The connection wizard has items that simplify connecting to different data sources.

For Excel Files, Click on the Excel button

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Once you click, it automatically selects the appropriate Driver for you

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Click on the “Access/Excel File” button.

Select the order_raw.xls file. It populates the connect name for you. But you can change this name. Connect Name is for your reference

NOTE: Make sure that the order_raw.xls file is not open in MS Excel. The Excel file is locked once you connect to it. If the file is open in MS Excel, you may get connected but not able to query and may get unpredictable results.

Now, click on the Connect button
Upon successful connection, the connection wizard disappears and a new action wizard pops up.

Next : How to build Dashboards – 3

How to build Excel Dashboards – 1

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Databases are often under lock-n-key of the IT Department and not possible to connect directly due to security reasons. So if you plan to build a Dashboard prototype or a Dashboard Mockup it makes sense to export the data to Excel and build it.

Modular Dashboard Design
Lot of the online tutorials and Dashboard e-books teach you to build dashboard in Excel file. They provide you with templates, you fill in the information and build the dashboard using Excel charting techniques.

If you use Excel Templates for your real dashboarding needs then you may end up with any of the below problems.

” Big Bulky and bloated excel files
” Undocumented Macros
” Zero verification on the data authencity
” No way to refresh the dashboard (lost productivity)

“Best Practise for Dashboard Design”
Modular Design
Keep Data and Presentation Separate
How? – Use Excel only for storing your data. Nothing more.

Do not build any visualization in the same place where your Data resides.

Benefits of this approach
” Your dashboard or presenation layer is independent – Dashboard definition is stored separately
” Increased productivity – When you have fresh data just refresh the dashboard, no redevelopment needed
” No Messy Excel Macros or coding knowledge required – Just drag and drop tables and visually build Tables, Charts, Speedometer, Gauges, Dials, Thermometers and more charts
” Simplified Distribution and Presentation – You can Export the Dashboard to PDF or HTML and just send them as attachments
” Save Time – Just build the dashboard presentation layer only once and automate the refreshes.

Lets begin Building Dashboard

Data Preparation


Export your transaction data to Excel file by running a report or requesting your IT department.

There are certain rules to be followed when you get the data in Excel files.

Here is a sample Excel dump of Order Entry data.
The first row is always treated as the column names.

Raw data for Excel Dashboard

If you inherit an Excel file with pivots and charts all over the places then try to copy just the raw data in another worksheet in the same file or create another file. If it is not possible to keep the first row as the column names then you could define “named ranges”. In the dashboard designer it is possible to access the data using Cell ranges but then future updates to the Excel file could break the dashboard, for e.g if the data goes beyond the Cell range.

NOTE: Make sure column names do not have any funky characters. Just keep it to simple alpha-numeric column names.

Do you hate Dashboard Gauges?

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Categories: Dashboard

If so, Why do you hate Dashboard Dials

Visual merchandising, primarily and most notably a retail term, is the art of optimizing the presentation of a product or service in order to stimulate sales. A retailer is looking to create a welcoming and comfortable environment for customers by stimulating consumer senses through a variety of mechanisms at its disposal.

Have you been involved in any Dashboard Building excercise?

If yes, did you incorporate any kind of Dials or speedometers? Please share your inputs

Here is a little “ego-boost”, InfoCaptor featured in the Small Business Dashboard solutions

OBIEE Interview Questions and Answers FAQ

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OBIEE Interview Questions and Answers FAQ

These questions are related to what previously known as Siebel Analytics is now known as OBIEE i.e Oracle Business Intelligence Enterprise Edition.

” Define repository in terms of Siebel Analytics
o Repository stores the Meta data information. Siebel repository is a file system ,extension of the repository file. rpd.
o META DATA REPOSITORY
o With Siebel Analytics Server, all the rules needed for security, data modeling, aggregate navigation, caching, and connectivity is stored in metadata repositories.
o Each metadata repository can store multiple business models. Siebel Analytics Server can access multiple repositories

” What is the end to end life cycle of Siebel Analytics?
o Siebel Analytics life cycle
1. Gather Business Requirements
2. Identify source systems
3. Design ETL to load to a DW if source data doesn’t exist.
4. Build a repository
5. Build dashboard or use answers for reporting.
6. Define security (LDAP or External table…)
7. Based on performance, decide on aggregations and/or caching mechanism.
8. Testing and QA.

” What were you schemas? How does Siebel Architecture works? Explain the three layers. How do you import sources?
o There are five parts of Siebel Architecture.
1. Clients
2. Siebel analytics Web Server
3. Siebel analytics server
4. Siebel analytics scheduler
5. data sorces
o Metadata that represents the analytical Model Is created using the siebel Analytics Administration tool.
o Repository divided into three layer
1. Physical – Represents the data Sources
2. Business – models the Data sources into Facts And Dimension
3. Presentation – Specifies the users view of the model;rendered in Siebel answer

” If you have 3 facts and 4 dimension and you need to join would you recommend joining fact with fact? If no than what is the option? Why you won’t join fact to fact?
o In the BMM layer, create one logical table (fact) and add the 3 fact table as logical table source

” What is connection pool and how many connection pools did you have in your last project?
o connection pool is needed for every physical database.
o It contains information about the connection to the database, not the database itself.
o Can use either shared user accounts or can use pass-through accounts -Use: USER and PASSWORD for pass through .
o We can have multiple connection pools for each group to avoid waitin

” Purpose of Alias Tables
o An Alias table (Alias) is a physical table with the type of Alias. It is a reference to a logical table source, and inherits all its column definitions and some properties from the logical table source. A logical table source shows how the logical objects are mapped to the physical layer and can be mapped to physical tables, stored procedures, and select statements. An alias table can be a reference to any of these logical table source types.
o Alias Tables can be an important part of designing a physical layer. The following is a list of the main reasons to create an alias table:
” To reuse an existing table more than once in your physical layer (without having to import it several times)
” To set up multiple alias tables, each with different keys, names, or joins
o To help you design sophisticated star or snowflake structures in the business model layer. Alias tables are critical in the process of converting ER Schemas to Dimensional Schemas.

” How do you define the relationship between facts and dimensions in BMM layer?
o Using complex join ,we can define relationship between facts and dimentions in BMM layer.

” What is time series wizard? When and how do you use it?
o We can do comparison for certain measures ( revenue.,sales etc.. ) for current year vs previous year, we can do for month or week and day also
o Identify the time periods need to be compared and then period table keys to the previous time period.
o The period table needs to contain a column that will contain “Year Ago” information.
o The fact tables needs to have year ago totals.
o To use the “Time series wizard”. After creating your business model right click the business model and click on “Time Series Wizard”.
o The Time Series Wizard prompts you to create names for the comparison measures that it adds to the business model.
o The Time Series Wizard prompts you to select the period table used for the comparison measures
o Select the column in the period table that provides the key to the comparison period. This column would be the column containing “Year Ago” information in the period table.
o Select the measures you want to compare and then Select the calculations you want to generate. For ex: Measure: Total Dollars and calculations are Change and Percent change.
o Once the Time series wizard is run the output will be:
a) Aliases for the fact tables (in the physical layer)
b) Joins between period table and alias fact tables
c) Comparison measures
d) Logical table sources
o In the General tab of the Logical table source etc you can find “Generated by Time Series Wizard” in the description section
o Then you can add these comparision measures to the presentation layer for your reports.
o Ex: Total sales of current qtr vs previous qtr vs same qtr year ago

” Did you create any new logical column in BMM layer, how?
o Yes. We can create new logical column in BMM layer.
o Example: Right click on fact table -new lgical column-give name for new logical column like Total cost.
o Now in fact table source,we have one option column mapping, in that we can do all calculation for that new column.

” Can you use physical join in BMM layer?
o yes we can use physical join in BMM layer.when there is SCD type 2 we need complex join in BMM layer.

” Can you use outer join in BMM layer?
o yes we can.When we are doing complex join in BMM layer ,there is one option type,outer join is there.

” What are other ways of improving summary query reports other than Aggregate Navigation and Cache Management
” Indexes
” Join algorithm
” Mat/view query rewrite
” Web proper report design its optimal by making sure that it is not getting any addition column or rows

” What is level-base matrics?
o Leval-base matrics means, having a measure pinned at a certain level of the dimension. For Example, if you have a measure called “Dollars”, you can create a “Level Based Measure” called “Yearly Dollars” which (you guessed it) is Dollars for a Year. This measure will always return the value for the year even if you drill down to a lower level like quarter, month… etc. To create a level based measure, create a new logical column based on the original measure (like Dollars in the example above). Drag and drop the new logical column to the appropriate level in the Dimension hierarchy (in the above example you will drag and drop it to Year in Time Dim
o A LBM is a metric that is defined for a specific level or intersection of levels.
o Monthly Total Sales or Quarterly Sales are the examples.
o You can compare monthly sales with quarterly sales. You can compare customer orders this quarter to orders this year

” What is logging level?Where can you set logging levels?
o You can enable logging level for individual users; you cannot configure a logging level for a group.
o Set the logging level based on the amount of logging you want to do. In normal operations, logging is generally disabled (the logging level is set to 0). If you decide to enable logging, choose a logging
o level of 1 or 2. These two levels are designed for use by Siebel Analytics Server administrators.
o Set Logging Level
1. In the Administration Tool, select Manage > Security.
2. The Security Manager dialog box appears.
3. Double-click the user.s user ID.
4. The User dialog box appears.
5. Set the logging level by clicking the Up or Down arrows next to the Logging Level field

” What is variable in sieble?
o You can use variables in a repository to streamline administrative tasks and modify metadata content dynamically to adjust to a chainging data environment.The Administration Tool includes a Variable Manager for defining variables

” What is system variable and non system variable?
o System variables
o System variables are session variables that the Siebel Analytics Server and Siebel Analytics Web use for specific purposes. System variables have reserved names, which cannot be used for other kinds of variables (such as static or dynamic repository variables, or for nonsystem session variables).
o When using these variables in the Web,preface their names with NQ_SESSION. For example, to filter a column on the value of the variable LOGLEVEL set the filter to the Variable NQ_SESSION.LOGLEVEL.
o Nonsystem variables.
o A common use for nonsystem session variables is setting user filters. For example, you could define a nonsystem variable called SalesRegion that would be initialized to the name of the user.s sales region. You could then set a security filter for all members of a group that would allow them to see only data pertinent to their region.
o When using these variables in the Web, preface their names with NQ_SESSION. For example, to filter a column on the value of the variable SalesRegion set the filter to the Variable NQ_SESSION.SalesRegion.

” What are different types of variables? Explain each.
o There are two classes of variables:
1. Repository variables
2. Session variables.
Repository variables.
A repository variable has a single value at any point in time. There are two types of repository variables:
static : This value persists, and does not change until a Siebel Analytics Server administrator decides to change it.
dynamic:The values are refreshed by data returned from queries. When defining a dynamic repository variable, you will create an initialization block or use a preexisting one that contains a SQL query. You will also set up a schedule that the Siebel Analytics Server will follow to execute the query and periodically refresh the value of the variable.
Session Variables
Session variables are created and assigned a value when each user logs on. There are two types of session variables:
1.system
2.nonsystem.

” What are the cache management? Name all of them and their uses. For Event polling table do u need the table in your physical layer?
o Monitoring and managing the cashe is cache management.There are three ways to do that.
o Disable caching for the system.(INI NQ config file), Cashe persistence time for specified physical tables and Setting event polling table.
o Disable caching for the system.(INI NQ config file :
You can disable caching for the whole system by setting the ENABLE parameter to NO in the NQSConfig.INI file and restarting the Siebel Analytics Server. Disabling caching stops all new cache entries and stops any new queries from using the existing cache. Disabling caching allows you to enable it at a later time without losing any entries already stored in the cache.
o Cashe persistence time for specified physical tables :
You can specify a cachable attribute for each physical table; that is, if queries involving the specified table can be added to the cache to answer future queries. To enable caching for a particular physical table, select the table in the Physical layer of the Administration Tool and select the option Make table cachable in the General tab of the Physical Table properties dialog box. You can also use the Cache Persistence Time settings to specify how long the entries for this table should persist in the query cache. This is useful for OLTP data sources and other data sources that are updated frequently, potentially down to every few seconds.
o Setting event polling table :
Siebel Analytics Server event polling tables store information about updates in the underlying databases. An application (such as an application that loads data into a data mart) could be configured to add rows to an event polling table each time a database table is updated. The Analytics server polls this table at set intervals and invalidates any cache entries corresponding to the updated tables.
o For event polling table ,It is a standalone table and doesn’t require to be joined with other tables in the physical layer

” What is Authentication? How many types of authentication.
o Authentication is the process by which a system verifies, through the use of a user ID and password, that a user has the necessary permissions and authorizations to log in and access data. The Siebel Analytics Server authenticates each connection request it receives.
” Operaing system autentication
” External table authentication
” Database authentication
” LDAP authentication

” What is object level security?
o There are two types of object level security: Repository level and Web level
o Repository level : In presention layar we can set Repository level security by giving permission or deny permission to users/groups to see particular table or column.
o web level:thisprovides security for objects stored in the siebel anlytics web catlog,such as dashboards,dashboards pages,folder,and reportsyou can only view the objects for which you are authorized. For example,a mid level manager may not be granted access to a dashboard containing summary information for an entire department.

” What is data level security?
o This controls the type an amount of data that you can see in a report.When multiple users run the same report the results that are returned to each depend on their access rights and roles in the organization.For example a sales vice president sees results for alll regions, while a sales representative for a particular region sees onlu datafor that region.

” What is the difference between Data Level Security and Object Level Security?
o Data level security controls the type and amount of data that you can see in a reports.Objectlevel security provides security for objects stored in the siebel analytics web catlog, like dashboards,dashboards pages,folder,and reports.

” How do you implement security using External Tables and LDAP?
o Instead of storing user IDs and passwords in a Siebel Analytics Server repository, you can maintain lists of users and their passwords in an external database table and use this table for authentication purposes. The external database table contains user IDs and passwords, and could contain other information, including group membership and display names used for Siebel Analytics Web users. The table could also contain the names of specific database catalogs or schemas to use for each user when querying data
o Instead of storing user IDs and passwords in a Siebel Analytics Server repository, you can have the Siebel Analytics Server pass the user ID and password entered by the user to an LDAP(Lightweight Directory Access Protocol ) server for authentication. The server uses clear text passwords in LDAP authentication. Make sure your LDAP servers are set up to allow this.

” If you have 2 fact and you want to do report on one with quarter level and the other with month level how do you do that with just one time dimension?
o Using levelbase matrics.

” Did you work on a stand alone Siebel system or was it integrated to other platforms?
o Deploying the Siebel analytics platform without other Siebel applications is called Siebel analytics Stand -Alone .If your deployment includes other siebel Analytics Application it called integrated analytics -You can say Stand-Alone siebel analytics

” How to sort columns in rpd and web?
o Sorting on web column, sort in the rpd its sort order column

” If you want to create new logical column where will you create (in repository or dashboard) why?
o I will create new logical column in repository.because if it is in repository,you can use for any report.If you create new logical column in dashboard then it is going to affect on those reports ,which are on that dashboard.you can not use that new logical column for other dashboard(or request)

” What is complex join, and where it is used?
o we can join dimention table and fact table in BMM layer using complex join.when there is SCD type 2 we have to use complex join in Bmm layer.

” If you have dimension table like customer, item, time and fact table like sale and if you want to find out how often a customer comes to store and buys a particular item, what will you do?
o write a query as “SELECT customer_name, item_name, sale_date, sum(qty) FROM customer_dim a, item_dim b, time_dim c, sale_fact d WHERE d.cust_key = a.cust_key AND d.item_key = b.item_key AND d.time_key = c.time_key GROUP BY customer_name, item_name, sale_date”

” You worked on standalone or integrated system?
o Standalone.

” If you want to limit the users by the certain region to access only certain data, what would you do?
o using data level security.
o Siebel Analytics Administrator: go to Manage -> Security in left hand pane u will find the user, groups, LDAP server, Hierarchy
What you can do is select the user and right click and go to properties, you will find two tabs named as users and logon, go to user tab and click at permission button in front of user name you have selected as soon as u click at permission you will get a new window with user group permission having three tabs named as general ,query limits and filter and you can specify your condition at filter tab, in which you can select presentation table ,presentation columns ,logical table and logical columns where you can apply the condition according to your requirement for the selected user or groups.

” If there are 100 users accessing data, and you want to know the logging details of all the users, where can you find that?
o To set a user.s logging level
1. In the Administration Tool, select Manage > Security.
The Security Manager dialog box appears.
2. Double-click the user.s user ID. The User dialog box appears.
3. Set the logging level by clicking the Up or Down arrows next to the Logging Level field

” How do implement event polling table?
o Siebel Analytics Server event polling tables store information about updates in the underlying databases. An application (such as an application that loads data into a data mart) could be configured to add rows to an event polling table each time a database table is updated. The Analytics server polls this table at set intervals and invalidates any cache entries corresponding to the updated tables.
” Can you migrate the presentation layer only to different server
o No we can’t do only presentation layer. And ask him for more information and use one of the above answers
o Create a ODBC connection in the different serve and access the layer.
o Copy the Rpd and migrate it to other server

” Define pipeline. Did you use it in your projects?
o Yes, pipelines are the stages in a particular transaction. assessment, finance etc.

” How do you create filter on repository?
o Where condition on content tab.

” How do you work in a multi user environment? What are the steps?
o Create a shared directory on the network for Multi-user Development (MUD).
o Open the rpd to use in MUD. From Tools->Options, setup the MUD directory to point to the above directory.
o Define projects within the rpd to allow multiple users to develop within their subject area or Facts.
o Save and move the rpd to the shared directory setup in point 1.
o When users work in the MUD mode, they open the admin tool and start with
o MUD ->Checkout to checkout the project they need to work on (not use the File open as you would usually do).
o After completely the development, user checkin the changes back to the network and merge the changes.

” Where are passwords for userid? Ldap,external table authentication stored respectively?
o passwords for userid are in siebel analytics server repository Ldap authentication in Ldap server external database in a table in external database

” Can you bypass siebel analytics server security ?if so how?
o yes you can by-pass by setting authententication type in NQSCONFIG file in the security section as:authentication_type=bypass_nqs.instanceconfig.xml and nqsconfig.ini are the 2 places
” Where can you add new groups and set permissions?
o you can add groups by going to manage>security>add new groups> You can give permissions to a group for query limitation and filter conditions.

” what are the things you can do in the BMM layer?
o Aggrigation navigation,level base matrics,time series wizard,create new logical column,comlex join.

” what is Ragged hierarchy? and how do u manage it
o Ragged Hierarchy is one of the different kinds of hierarchy.
o A hierarchy in which each level has a consistent meaning, but the branches have inconsistent depths because at least one member attribute in a branch level is unpopulated. A ragged hierarchy can represent a geographic hierarchy in which the meaning of each level such as city or country is used consistently, but the depth of the hierarchy varies.
o For example, a geographic hierarchy that has Continent, Country, Province/State, and City levels defined. One branch has North America as the Continent, United States as the Country, California as the Province or State, and San Francisco as the City. However, the hierarchy becomes ragged when one member does not have an entry at all of the levels. For example, another branch has Europe as the Continent, Greece as the Country, and Athens as the City, but has no entry for the Province or State level because this level is not applicable to Greece for the business model in this example. In this example, the Greece and United States branches descend to different depths, creating a ragged hierarchy.

” What is the difference between Single Logical Table Source and Multiple Logical Table Sources?
o If a logical table in BMM layer has only one Table as the source table then it is Single LTS.
o If the logical table in BMM layer has more than one table as the sources to it then it is called Multiple LTS.
o Ex: Usually Fact table has Multiple LTS’, for which sources will be coming from different Physical tables.
” Can you let me know how many aggregate tables you have in your project? On what basis have you created them?
o As per resume justification document

” How do you bring/relate the aggregate tables into the Siebel analytics Logical layer?
o One way of bringing the Aggregate Tables into the BMM layer is by bringing them as Logical Table sources for the corresponding Fact table.
o This is done by dragging and dropping the aggregate table into the corresponding fact table. After doing that establish the column mappings and the set the aggregation levels.

” How do you know which report is hitting which table, either the fact table or the aggregate table?
o After running the report, go to “Administration” tab and go to click on “Manage Sessions”. There you can find the queries that are run and in the “View Log” option in the Session Management you can find which report is hitting which table.

” Suppose I have report which is running for about 3 minutes typically. What is the first step you take to improve the performance of the query?
o Find the sql query of the report in Admin->manage Session-> run the sql query on toad ->read the explain plan output ->modify the SQL based on the explain plan output

” Suppose you have a report which has the option of running on aggregate table. How does the tool know to hit the Aggregate table and for that what the steps you follow to configure them?
o Explain the process of Aggregate navigation
” Have you heard of Implicit Facts? If, so what are they?
o An implicit fact column is a column that will be added to a query when it contains columns from two or more dimension tables and no measures. You will not see the column in the results. It is used to specify a default join path between dimension tables when there are several possible alternatives.
o For example, there might be many star schemas in the database that have the Campaign dimension and the Customer dimension, such as the following stars:
” Campaign History star. Stores customers targeted in campaign.
” Campaign Response star. Stores customer responses to a campaign.
” Order star. Stores customers who placed orders as a result of a campaign.
In this example, because Campaign and Customer information might appear in many segmentation catalogs, users selecting to count customers from the targeted campaigns catalog would be expecting to count customers that have been targeted in specific campaigns.
” To make sure that the join relationship between Customers and Campaigns is through the campaign history fact table, a campaign history implicit fact needs to be specified in Campaign History segmentation catalog. The following guidelines should be followed in creating
” segmentation catalogs:
” Each segmentation catalog should be created so that all columns come from only one physical star.
” Because the Marketing module user interface has special features that allow users to specify their aggregations, level-based measures typically should not be exposed to segmentation users in a segmentation catalog.

” What is aggregate navigation? How do you configure the Aggregate tables in Siebel Analytics?
o Aggregate tables store precomputed results, which are measures that have been aggregated (typically summed) over a set of dimensional attributes. Using aggregate tables is a very popular technique for speeding up query response times in decision support systems.
o If you are writing SQL queries or using a tool that only understands what physical tables exist (and not their meaning), taking advantage of aggregate tables and putting them to good use becomes more difficult as the number of aggregate tables increases. The aggregate navigation capability of the Siebel Analytics Server, however, allows queries to use the information stored in aggregate tables automatically, without query authors or query tools having to specify aggregate tables in their queries. The Siebel Analytics Server allows you to concentrate on asking the right business question; the server decides which tables provide the fastest answers.

” (Assume you are in BMM layer) We have 4 dimension tables, in that, 2 tables need to have hierarchy, then in such a case is it mandatory to create hierarchies for all the dimension tables?
o No, its not mandatory to define hierarchies to other Dimension tables.

” Can you have multiple data sources in Siebel Analytics?
o Yes.

” How do you deal with case statement and expressions in siebel analytics?
o use expression builder to create case when…then.. end statement

” Do you know about Initialization Blocks? Can you give me an example where you used them?
o Init blocks are used for instantiating a session when a user logs in.
o To create dynamic variable you have to create IB to write sql statement.

” what is query repository tool?
o It is utility of Seibel/OBIEE Admin tool
o allows you to examine the repository metadata tool
o for example: search for objects based on name,type.
o Examine relationship between metadata objects like which column in the presentation layer maps to which table in physical layer

” what is JDK and why do we need it?
o Java Development Kit (JDK), A software package that contains the minimal set of tools needed to write, compile, debug, and run Java applets.

” Oracle doesn’t recommend Opaque Views because of performance considerations, so why/when do we use them?
o an opaque view is a physical layer table that consists of select statement. an opaque view should be used only if there is no other solution.

” Can you migrate the presentation layer to a different server.
o No we have to migrate the whole web & rpd files

” How do you identify what are the dimension tables and how do you decide them during the Business/Data modeling?
o Dimension tables contain descriptions that data analysts use as they query the database. For example, the Store table contains store names and addresses; the Product table contains product packaging information; and the Period table contains month, quarter, and year values. Every table contains a primary key that consists of one or more columns; each row in a table is uniquely identified by its primary-key value or values

” Why do we have multiple LTS in BMM layer?What is the purpose?
o to improve the performance and query response time.

” what is the full form of rpd?
o there is no full form for rpd as such, it is just a repository file (Rapidfile Database)

” how do i disable cache for only 2 particular tables?
o in the physical layer, right click on the table there we will have the option which says cacheable

” How do you split a table in the rpd given the condition. ( the condition given was Broker and customer in the same table) Split Broker and customer.
o we need to make an alias table in the physical layer.

” What type of protocol did you use in SAS?
o TCP/IP

IT Dashboard – Federal Spending Dashboard

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If you have not checked it yet,

“IT Dashboard” is a new, one-stop clearinghouse of information that allows anyone with a web browser to track federal IT initiatives and hold the government accountable for progress and results. A part of USASpending.gov, the dashboard allows you to see what IT projects are working and on-schedule (and which are not), offer alternative approaches, and provide direct feedback to the chief information officers at federal agencies – in effect, keeping tabs on the people who are responsible for taxpayer dollars for technology.”

IT Dashboard tracks government spending and you can check it online at http://usaspending.gov

There is way to get your own customized version of the dashboard at

http://it.usaspending.gov/?q=content/data-feeds

Never Build a Dashboard in Excel

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Categories: Dashboard

Organizations cannot continue to spend 80% of their time collecting, copying, pasting, and reformatting data, 10% weeding out errors, and then realize in the remaining 10% that the resulting data is not structured in a way that allows it to be analyzed. They cannot rely on undocumented macros and formulas when no one remembers how to maintain them.

Let us focus on the two worst side effects of using Excel for reporting or any kind of Dashboards

  • Spend enormous time building it
  • No documentation on the Macros and Formulas

The hard truth is that most organizations are not equipped with managerial information that is properly structured to make prudent business decisions.

Excel is a very flexible tool, but to create a dashboard you can’t just paste some data and add a few charts, can you? The dashboard must be maintained and updated and if you want to minimize the cost associated with that tasks you must impose some structure to your data.

Exactly!

How do you achieve the seperation between Data and Presentation?

Most spreadsheet users have a widely held misconception that their spreadsheet application is some sort of database. It’s not. It is a calculator effective at manipulating and viewing data, but it is not particularly good at storing and managing it in a reliable, secure, scalable way.

What do you get when you use Excel for Data and Presentation?

  • Big, Bulky and bloated spreadsheets
  • Hidden worksheets, Hidden Cells, Hidden Rows
  • A Spider worksheet – linking to multiple files across the network
  • Undocumented Macros and Functions – Impossible to delegate
  • Non -Scalable solution
  • 100% chance of mis-representation or missing information

How could you live with false representation or missing information when you cannot control what data is fed to the pretty Pie Chart?

Here are some Best Practices for building dashboards using Excel

Best Practices

  • Seperate Data and Presentation layer
  • Organize your Excel file into a single worksheet if your data is flat and very less number of columns
  • If you are extracting data from a database and want to create quick Prototypes, then pull individual tables into seperate worksheets so it maintains the relational integrity.
  • Having seperate worksheets will benefit parameter lookups on your dashboard
  • Use the Excel file only as a Data-source

So how do you build a dashboard?

Use a dedicated Dashboard Designer tool that can connect to your Excel Data over ODBC.

You could try one of the Dashboard Builders listed below

Check out Excel Dashboard Tool if you are looking for the following things

  • Auto-Refresh – Build the dashboard and set it on auto-refresh
  • Web Based Excel Dashboard – Put the Excel file on the webserver and connect it over http to Excel
  • Visual Development – Zero Coding or Macro Development Knowledge needed
  • Centralized Presentation – Excel data file on webserver or common file share Drive
  • Common Parameters for Dashboard Charts – Wire all objects in the dashboard together
  • Unlimited Drilling – Drill from Summary to Detail – No Coding needed
  • Build Speedometer, Gauges, Dials, Thermometer charts for your Excel Data
  • Other standard charts include, Bar,Pie,Stacked Bar, line, Bubble,Scatter, Polar, Waterfall and many more
  • Dashboard Mockups – Build Quick Prototypes or Mockups of dashboards

Excel Dashboards – Simplified

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Categories: Dashboard

Excel Users now have a powerful way of building dashboards that are easy to build, simple to use and extremely powerful.

Excel dashboard Designer is a all purpose reporting and dashboard development application.

Here is a brief process of how you build dashboard with Excel data

  1. Open Excel File ( create as many connections to multiple excel files)
  2. Visually join all worksheets or query single worksheet
  3. Create parameters (pivot tables)
  4. Launch the chart factory
  5. Create as many charts
  6. Repeat the process from step 2 to build another set of charts

Check this video

Visit Excel Dashboards