Appendix B. Warehouse Designer® User's Manual

Welcome to Warehouse Designer!

WAREHOUSE DESIGNER is a dimensional data warehouse modeling tool that enables users to define data warehouse objects through a graphical user interface. It generates the necessary Structured Query Language Data Definition Language (SQL DDL) scripts for creating a data warehouse or data mart based on definitions specified by the user.

WAREHOUSE DESIGNER is fully compatible with R/OLAPXL®, a Relational Online Analytical Processing tool (also provided with this book) which runs on top of Microsoft Excel for Windows 95. WAREHOUSE DESIGNER automatically creates the warehouse metadata that R/OLAPXL needs to access the data warehouse or data mart.

This Demo Installation is provided freely, and you may copy it to as many computers as you wish, provided that the following disclaimer accompanies each installation.

Warning

Intranet Business systems, Inc., and its distributors and resellers disclaim all liability for any use you make of this software and for anything this software may do to your data or to your computing environment.

The SQL DDL generation and WAREHOUSE DESIGNER metadata creation features are disabled in this Demo Installation. However, users can still define and save warehouse objects such as schemas, dimensions, facts, aggregate schemas, custom schemas, and drill hierarchies.

Manual Contents

This Installation and User's Guide for the WAREHOUSE DESIGNER is intended for the data warehouse database administrator (DBA) who will be creating the necessary database objects for the data warehouse.

This Installation and User's Guide contains the following sections:

  • The Preface contains information about WAREHOUSE DESIGNER, and this manual.

  • The Installation section contains guidelines for installing (and uninstalling) the software.

  • The User's Guide section contains detailed how-to instructions for WAREHOUSE DESIGNER features.

Conventions Used in this Manual

The following icons are used throughout this manual:

Conventions Used in this Manual

A Warning Message

Conventions Used in this Manual

Step-by-Step, How-to Instructions

Conventions Used in this Manual

A Note

The following typefaces are used throughout this manual:

TypefaceDescriptionSample
GaramondNormal text… a pop-up window …
Italicized GaramondWAREHOUSE DESIGNER termsYour Schema can be …
BOLD COURIER UPPER CASEFile, directory namesCopy the CTL3D.DLL file …
CourierText to type in… enter a Set Name
Bold ArialButtons, dialog boxSelect OK when done.

System Requirements

WAREHOUSE DESIGNER requires:

  • An Intel 80486-DX/100 or compatible processor (or faster)

  • A monitor capable of a resolution of 800 × 600 pixels

  • The Microsoft Windows 95 operating system already installed

  • Approximately 17 Mbytes of hard-disk space for the Microsoft Access Runtime, if it is not yet available, and approximately 1 Mbyte of hard-disk space for the WAREHOUSE DESIGNER (MDB).

  • ODBC Drivers to locate data sources. These are not necessary for this demo installation but are a must for a full-featured copy of the product. You will also need the ODBC Driver for the database management system used by your data warehouse or data mart. (Note: the driver must be ODBC Level 2 compliant).

  • Any World Wide Web browser (for viewing the FAQ Guide)

WAREHOUSE DESIGNER runs independently on each PC.

Installation Procedure

Procedure B.1. To install WAREHOUSE DESIGNER:

  1. If you're installing from diskettes, Insert Disk 1 of the WAREHOUSE DESIGNER Installation disks in drive A. Run setup.exe from drive A. This file launches an installation wizard that will guide you through the steps of installing WAREHOUSE DESIGNER.

  2. If you're installing from a CD-ROM, go to the WAREHOUSE DESIGNER subdirectory. run setup.exe.

Successful Installation

You will know that WAREHOUSE DESIGNER has been successfully installed by checking the following:

  • Installed files. . A new directory is created. If you used the default directory name and path during the installation process, the new directory will be called Warehouse Designer and can be found in the Program Files subdirectory.

  • New program group in the Start menu. . A new program group in the Start menu is created. If you used the default directory name and path during the installation process, the new group will be called Warehouse Designer.

Uninstalling Warehouse Designer

WAREHOUSE DESIGNER updates the Windows Registry on your PC when it is first installed. We therefore strongly recommend against directly deleting the contents of the WAREHOUSE DESIGNER subdirectory.

WAREHOUSE DESIGNER comes with it own uninstaller, which you should use if you wish to uninstall the product.

Procedure B.2. To uninstall WAREHOUSE DESIGNER:

  1. Click on the Start menu of Windows 95. Choose Settings, then Control Panel.

  2. From the Control Panel Window, double-click on Add/Remove Programs.

  3. In the dialog box that appears, select WAREHOUSE DESIGNER.

  4. Click on the Add/Remove button. The WAREHOUSE DESIGNER uninstaller executes and guides you through the steps for uninstalling the software.

Note

The WAREHOUSE DESIGNER uninstaller removes all WAREHOUSE DESIGNER files that were copied into your machine. It also tries to remove any subdirectories that were created during the installation of WAREHOUSE DESIGNER.

If you have placed files of your own in any of the WAREHOUSE DESIGNER subdirectories, the uninstaller does not delete the subdirectory (and its parent directories) where your files can be found. In this scenario, although WAREHOUSE DESIGNER was successfully uninstalled, you will receive messages similar to the following: "Unable to remove the directory C:Program filesWarehouse Designer" and "Some components cannot be removed from your computer."

Basic Consepts

WAREHOUSE DESIGNER users should be familiar with dimensional modeling concepts as well as the underlying business concepts of their organization.

Dimensional Modeling Concepts

WAREHOUSE DESIGNER allows you to create dimensional data warehouses and data marts. An understanding of dimensional modeling concepts is helpful to the proper usage of this software, although it is not necessary.

Please refer to Chapter 12 for more information about Dimensional Modeling.

Business Concepts

Almost more important than an understanding of dimensional modeling concepts is an understanding of the business requirements. You must be able to map each of the data items required by your business users into actual warehouse attributes in Fact or Dimension tables. WAREHOUSE DESIGNER merely automates the creation of data warehouse or data mart tables based on your design. It does not guarantee a design that will actually meet the requirements of your users.

The Warehouse Explorer

Start WAREHOUSE DESIGNER by selecting the Warehouse Designer shortcut from your computer's Start menu. This will open the main application window, the [Warehouse Explorer]. The main application window shows in an explorer-type user interface, all data warehouse object definitions that have been saved.

The Warehouse Designer Toolbars

Two toolbars increase the usability of this WAREHOUSE DESIGNER.

  • The [Warehouse Explorer] toolbar appears only in the [Warehouse Explorer] window and contains shortcuts to increase the explorer's usability.

  • The Data Form toolbar contains tools that assist users who are entering, modifying, or browsing through the properties of warehouse objects. These shortcuts are context sensitive; i.e., they are enabled and disabled depending on the currently active window.

The [Warehouse Explorer] Toolbar

The following table describes the tools on the [Warehouse Explorer] toolbar.

ToolNameDescription

The [Warehouse Explorer] Toolbar

Report ViewDisplays all warehouse objects in Report View.

The [Warehouse Explorer] Toolbar

List viewDisplays all warehouse objects in List View.

The [Warehouse Explorer] Toolbar

Icon ViewDisplays all warehouse objects in Icon View.

The [Warehouse Explorer] Toolbar

Small Icon ViewDisplays all warehouse objects in Small Icon View.

The [Warehouse Explorer] Toolbar

Show PropertiesOpens a data form where users can define the properties of the selected warehouse object.

The [Warehouse Explorer] Toolbar

Refresh Warehouse ObjectRetrieves the latest information about the selected warehouse object from the database.

The [Warehouse Explorer] Toolbar

Refresh AllRetrieves the latest information about all warehouse objects from the database.

The [Warehouse Explorer] Toolbar

Generate SQLGenerates SQL statements for creating warehouse tables. Disabled in demo version.

The [Warehouse Explorer] Toolbar

Close Warehouse ExplorerCloses the [Warehouse Explorer] and its related warehouse objects database.

The [Warehouse Explorer] Toolbar

Exit Warehouse ExplorerExits the WAREHOUSE DESIGNER application.

The Generate SQL button has been disabled in this demo version. However, this installation package comes with a sample script that you can view by clicking on the appropriate shortcut in the WAREHOUSE DESIGNER icon group under the Start menu.

The Data Forms Toolbar

The following table describes the tools on the Data Forms toolbar.

ToolNameDescription

The Data Forms Toolbar

FindFinds the record that contains the user-specified text string.

The Data Forms Toolbar

Find NextFinds the next record that contains the user-specified text string.

The Data Forms Toolbar

ReplaceAllows users to find a text string and replace it with another text string.

The Data Forms Toolbar

First RecordDisplays the first record.

The Data Forms Toolbar

Previous RecordDisplays the previous record (relative to the current record).

The Data Forms Toolbar

Next RecordDisplays the next record (relative to the current record).

The Data Forms Toolbar

Last RecordDisplays the last record.

The Data Forms Toolbar

New RecordInserts a new record.

The Data Forms Toolbar

Save RecordSaves the data of the current record.

The Data Forms Toolbar

Delete RecordDeletes the current record.

Applications

In WAREHOUSE DESIGNER, an Application groups together multiple, related data warehouse schemas and dimensions.

Procedure B.3. To define an Application:

  1. On the [Warehouse Explorer], select the Applications node, or select a node corresponding to a defined application.

  2. Double-click on the selected node,

    –or–

    Click on the Properties toolbar button on the [Warehouse Explorer]. This opens a form through which you can enter the necessary application information.

    • Name. . The name of the Application.

    • Caption. . The caption of the Application.

    • Description. . A textual description of the Application.

    • Short Name. . A short name for the Application; this name is used in the SQL DDL generation routines.

    • RDBMS. . The target RDBMS that will be used for the warehouse schema. The demo installation is limited to the Oracle RDBMS only.

  3. Use the toolbar or menu to edit, save, or delete records as needed.

  4. Once the Application properties have been defined, click on the Dimensions or Schemas command buttons to define the Dimensions and Schemas that belong to this Application.

Dimensions

A Dimension is a warehouse table that stores data related to one or more of the dimensions of the business. Typical dimension tables are Customer, Product, Time, and Store.

Procedure B.4. To Define a Dimension:

  1. From the [Warehouse Explorer], navigate to the desired Application node, and select the Dimensions node of the application. Once the Dimensions node has been selected, click on the Properties button on the [Warehouse Explorer] toolbar.

    –or–

    If the Application definition form is currently open, select the desired application and click on the Dimensions command button.

  2. In the data form that appears, enter the following information to define a Dimension:

    • Name. . The physical table name to be used in the database. Follow the naming guidelines suggested by the RDBMS vendor.

    • Caption. . The business or logical name of the Dimension, used by warehouse users to refer to the Dimension.

    • Description. . The standard definition of the Dimension.

    • Short Name. . A short name for the Dimension, used in the generation of the primary key column and primary key constraint definitions for the Dimension.

    • Tablespace. . The name of the Tablespace where the physical table will reside. This is an Oracle-specific requirement.

    • Summary Of. . Specifies the Base Table reference of a Summary Table. This is a noneditable property.

    • Custom Of. . Specifies the Core Table reference of a Custom Table. This is a noneditable property.

    • Usage Type. . Indicates if a warehouse object is used as a Fact or as a Dimension. This is a noneditable property.

    • Implementation Type. . Indicates how the Dimension is implemented. Valid values are Table, View, or Synonym, with Table as the default value.

      The two other implementation types are used for the Core and Custom Dimensions or for Multiple-Referenced Dimensions.

    • Key Option. . Indicates how keys are to be managed for this Dimension. Valid values are Overwrite, Generate New, and Create Version.

    • Source. . Indicates the data source for this Dimension. This field is provided for documentation purposes only.

    • Aggregate?. . Indicates whether or not the physical table is a summary. Used only by the R/OLAPXL front-end product.

    • Online?. . Indicates whether the physical table is actually populated correctly and is available for use by the users of the data warehouse. Used only by the R/OLAPXL front-end product.

  3. Click on the Fields button to enter the Dimension Attributes. For each attribute, specify the following information:

    • Seq. . If you want the fields in the generated SQL DDL to follow a particular order, specify a sequence number for the fields.

    • Field Name. . The name of the field as will be used in the physical table.

    • Caption. . A descriptive name of the field.

    • Data Type. . The appropriate data type for the field, as supported by the target RDBMS.

    • Index Type. . Specify the type of index to be used on this attribute. If this attribute will not be indexed, leave it blank.

    • Key?. . Indicate if this is a Key field in the Dimension table.

    • Add?. . Indicate if this field is an Additive Fact. This is not applicable to Dimensional Attributes.

    • Hide?. . Indicate if this field is to be hidden from warehouse users. This property is used for common audit columns (e.g., last update date and last update user).

    • UnGrp?. . Used only by R/OLAPXL, this indicates if the field is to excluded from the normal grouping of rows in the query results. In SQL terms, it has the effect of removing the field from the Group-By clause; instead, the MIN function is applied to the field.

    • Format. . The format of this field.

    • Description. . A description of this field.

    Note

    Due to the number of properties required to fully define a field, you will have to scroll to the right of the Field table to see all properties.

    To scroll down the list of fields, use the Page Up and Page Down keys on your keyboard. You can also click on the leftmost column of the field list and use the Up and Down Arrows to navigate up and down the list.

  4. Click on the Hierarchies button to define the drill hierarchies for the Dimension. If the fields within a dimension have a hierarchy, define the hierarchy level for each field, where Level 1 is the most detailed level. This definition is not necessary for generating the SQL DDL but is required to create the metadata used by the R/OLAPXL front-end product.

Note

For example, the Time dimension may have the hierarchy of Day–Month–Quarter–Year. This hierarchy is defined by setting the Day field at Level 1, the Month field at Level 2, the Quarter field at Level 3, and the Year field at Level 4.

Schemas

A Schema refers to a warehouse Fact table and its related Dimension tables.

Procedure B.5. To Define a Schema

  1. From the [Warehouse Explorer], navigate to the desired Application node, and select the Schemas node of the application. Once the Schemas node has been selected, click on the Properties button on the [Warehouse Explorer] toolbar.

    –or–

    If the Application definition form is currently open, select the desired application and click on the Schemas command button.

  2. In the data form that appears, enter the following information to define a Schema:

    • Name. . The physical fact table name to be used in the database. Follow the naming guidelines suggested by the RDBMS vendor.

    • Caption. . The business or logical name of the Schema as the data warehouse users know it.

    • Description. . The standard definition for the Schema.

    • Short Name. . Used in the generation of the primary key column and primary key constraint definitions for the Schema Fact table.

  3. In the table provided, specify the Dimension tables that will be used with this Schema.

    • Use the Table drop-down list box to select a table.

    • Use the Seq column to specify the sequence in which these tables will appear in the generated SQL DDL.

      Note

      Foreign key constraints in the Fact tables will be implemented based on the specified Schema Dimensions.

      Similarly, primary key constraints will be based on the Dimensions that are specified to be part of the granularity of the Schema.

    • Enable the Grain? checkbox if the Dimension table influences the grain of the Fact table.

  4. A default Fact table definition (with the same name, caption, description, and short name as the schema) is automatically created after a Schema is successfully defined.

  5. Click on the Facts button to enter the Schema facts and modify the Default Fact Table Definition. Fill up the field table to specify the attributes of the Fact table. Note that the process for defining a Fact field is similar to the process for defining a Dimension field.

Custom Dimensions

A Custom Dimension is used when a dimension (such as Product) has many dimensional attributes that vary depending on the dimen-sion record. For example, a company may have many different kinds of products, and different attributes are tracked for different products.

A Core Product Dimension is defined to track all attributes that are common to all products, and Custom Product Dimensions are defined for each type of Product to track the attributes that are of special interest to that product type.

Procedure B.6. To Define a Custom Dimension:

  1. From the [Warehouse Explorer], navigate to the desired Dimension node. Select the Custom Dimensions node for that Dimension, and click on the Properties button in the [Warehouse Explorer] toolbar.

  2. In the data that appears, define the Custom Dimension as you would a Core Dimension.

    Note that WAREHOUSE DESIGNER will automatically enter the appropriate Core Dimension table reference in the Custom Of field.

Custom Schemas

A Custom Schema refers to a related set of Custom Fact and Custom Dimension tables.

Procedure B.7. To Define a Custom Schema:

  1. From the [Warehouse Explorer], navigate to the desired Schema node. Select the Custom Schemas node for that Schema, and click on the Properties button in the [Warehouse Explorer] toolbar.

  2. In the data form that appears, define the Custom Schema as you would a Core Schema.

    Note that at least one Custom Dimension must be selected as part of the Schema definition.

  3. Click on the FACTS command button to open the DW Field window. On this new window, modify the table definition as needed, then define the facts for this Custom Schema.

Aggregate Dimensions

An Aggregate Schema is a set of Fact and Dimension tables that contain summarized or aggregated facts. For example, if a base-level (detailed) schema contains Daily Sales per Product per Store, then the following are possible Aggregate Schemas: Monthly Sales per Product per Store, Quarterly Sales per Product per Store, Monthly Sales per Product Group per Store, etc.

Aggregate Schemas provide faster response times to high-level, summary queries that would otherwise take a much longer time to derive if these were queried against base-level tables.

Procedure B.8. To Define an Aggregate Dimension:

  1. From the [Warehouse Explorer], navigate to the desired Dimension node. Select the Aggregate Dimensions node for that Dimension, and click on the Properties button in the [Warehouse Explorer] Toolbar.

  2. Enter data as you would for a Base Dimension definition. The Summary Of table reference will be populated automatically by WAREHOUSE DESIGNER.

Aggregate Schemas

Once you have defined the Aggregate Dimensions, you can now define an Aggregate Schema.

Procedure B.9. To Define an Aggregate Schema:

  1. From the [Warehouse Explorer], navigate to the desired Schemas node. Select the Aggregate Schemas node for that Schema, and click on the Properties button in the [Warehouse Explorer] Toolbar.

  2. Enter data as you would for a Base Schema definition. Use either an Aggregate Dimension to define the Schema, or use base-level Dimension tables if applicable.

  3. Click on the FACTS command button to open the DW Field window. On this new window, modify the table definition as needed, then define the facts for this Aggregate Schema.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.144.86.138