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Updated: 12 hours 46 min ago

We've added Search!

Wed, 2022-11-30 08:07

Well, to be precise, our blog is hosted on Ghost, and we have just upgraded to version 5.0 which includes search, see here.

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What does this mean? Well, now you don't have to use external search engines to find pages on the Rittman Mead blog, you can use our internal search engine.

Categories: BI & Warehousing

Oracle APEX - Social Login

Wed, 2022-11-30 06:21

I looked into Social Sign-in as an option for Oracle APEX a few years ago. This was pre APEX 18.1 and, at this time, it was not simple to configure (in fact it would have taken a considerable amount of code to implement)

Fortunately, since 18.1 APEX offers natively functionality to integrate with Single (Social) Sign on providers and makes the whole process much easier.
This blog will describe the process of getting it up and running and why this might make life easier for both the developer and as an end-user.

Why rely on a 3rd party identity provider (IdP)?

Using a 3rd party to manage and authenticate the users that will be accessing your APEX application offers several potential advantages.

Firstly, delegating such a crucial task as security to an expert in the field in authentication is an inherently sensible idea. It eliminates the need to support (and possibly code for) a password management system inside the APEX application itself.  This relieves an APEX developer of time spent managing users and worrying about the innate security risks that go hand in hand with storing this type of data. Not to mention trying to implement Two-Factor-Authentication (2FA)!

Secondly, from a user's perspective it should provide a better experience, especially if the IdP is chosen carefully based on the application's use. For example, if the application is to reside within an enterprise environment where users are already using Microsoft Azure to authenticate into various services (such as email) then, using the Azure IdP APIs, users could login into APEX with the same username / password. If the APEX application is deployed in a more publicly accessible space on the web, then using a generic IdP like google / facebook will allow you to capture user details more simply, without exposing users to the tedious experience of having to type in (and remember) their details for yet another website to enable them register or pay for something.

Allowing users to login to many systems using a single 3rd party system is sometimes know as federated authentication or single sign on (SSO) and the choice now includes many providers

  • Facebook
  • Microsoft
  • Google
  • Oracle IDCS, Ping, Okta etc
Federated identity - Wikipedia
How do they work?

The protocols IdPs use to authenticate users into client applications (such as APEX) have their roots in Oauth2, which is a standard developed by the web community in 2012 to help websites share users' resources securely. A typical example of a requested resource is when a website (the client) you are registering on wants to access the list of contacts you have in your gmail account (the resource holder) so it can email your friends, in an attempt to get them to register too. Oauth2 allows an authorisation flow where the website can redirect you to a google server (the gmail provider) which will subsequently ask you to authorise this request and, with your consent, then provide an access token back to the original client website, which would be then used to query your contact data securely.

With Oauth2 websites could start sharing all sorts of data with each other, including, commonly, simple user profile data itself (eg name, email address, phone numbers). However, it is important to recognise that Oauth2 is an authorisation rather than an authentication protocol. In 2014 the Oauth2 specification was extended to include OpenId, which specifically deals with the authentication of a user. It is these standards that IdPs use to federate users.

The flow in more detail

The following diagram / points explain the data flow in more detail. In this example we will use a hypothetical set up a client app using Facebook as its IdP. Note that before this can occur the client app will have needed to register itself with Facebook and obtain a client id and client secret which it will need in some of the authentication steps

  1. User attempts to log onto the client. The authentication scheme redirects the user to Facebook authentication end point (with its client id)
  2. User Authenticates onto Facebook (if not logged in already). User prompted to confirm that he trusts the client app (this step is removed the next time the user logs in)
  3. Facebook redirects back to the application with an authorisation code
  4. The client application uses the authorisation code (with its client id and secret) to get and identity token about the user (with various meta data) and that is accepted by the client as a valid authentication
Setting up an example in APEX!

OK, so let’s get an example up and running. For simplicity, I shall run through doing this on the Universal Theme application. We will change access from Public to Social Sign in (OAuth 2.0), create a couple of tables to hold who and when they logged into the application, and then add a report page to the application to detail user access.

This assumes you have the following:

  • An Oracle APEX Cloud account and have a workspace and the Universal Theme application installed (the latest UT application can be downloaded from here).
  • You have created a Google Account which will require a credit card. You may have already used this to create your Free Tier ATP Instance where you have APEX installed and like this scenario, we will need it for Google.  Unless you launch your app to a very large community and start using other Google API features it will be free too. Google will send you alerts if and when you approach the end of the free quota, which resets each month. As an example, Google Maps Matrix API allows 28k calls a month for free.
  • You have some familiarity with APEX and are not a complete beginner. If you are just starting, I would recommend you use one of the many resources now available online to get started.
    Oracle have a lot of information and here is a good starting point.
Overview of what we will build
  1. Open a developer account with Google & setup the Developer Account
  2. Register an application into this google account and generate a client id and secret
  3. Register the client id and secret in an APEX workspace
  4. Create an APEX app and set up a Goole based social sign in Authentication scheme
  5. Create an APEX Authorisation scheme with a number of steps following your demo with done additional explanations on the way were helpful. Maybe just install UT and change that to require Google Auth
  6. Extract the user’s name [maybe add gender, locale and picture] from the Google OAuth 2.0 call and store in app items. (Having the image where the APP_USER is located would be really cool)
  7. Build a few simple tables that hold the user details such as their internal ID, when they last logged in etc
  8. Discuss roles in the app to secure functions for different user types. Create an Admin page and some reporting on the access from the users. Implement this initially with an Authorisation Scheme such as SQL statement of 1=1
  9. Introduce IDCS and roles and demonstrate setting this up with the Administration role
    (do we need a standard role too for a user who comes in with the Google creds but is not an Admin?)
  10. Moving back to the UT application, we will modify the authentication and authorisation to provide this function
The “How To” Build Steps

Finally! Here is the hands-on fun bit!

Open a developer account with Google & setup the Developer Account

Once you have a Google account (you already may have one if you use Gmail) you will need to navigate to the Google developer console.

If you have not done this already enter your details such as your address and mobile phone number. Use a mobile number as it makes life easier with confirmation text messages.

You will need to agree to Google’s terms and conditions and select whether or not to receive email updates. In terms of billing, it is probably a good idea to receive email updates but, in any case, you can opt out of this later if you want to.

You should now get to the following screen:

Every Google API call you want to make will be defined from a “Developer Project”. In doing this, Google makes it nice and easy to control and report on where your API useage is, which is important when have more than one project on the go.
This is useful for demos or switching off access to a system independently of others if you need to so that you have the ability to switch off some usage while leaving others unaffected.

Click “Create Project” and give your project a name. This will be pre-filled and you will need to either be creative or just use the ID as a suffix for example to make it unique.

I’m afraid that now means you can’t use “My Project 50628” as I have below!

Once you have a project, you will have to configure the consent screen.

We’re going to make this available to all users with a Google account so select “External”

Enter details to match your setup:

I have just entered the mandatory fields here. For the domain, just enter the base domain for the site so that my ATP Always Free Tier APEX home page is as follows and the base is bold:

https://xxxxxxxx.oraclecloudapps.com/ords/r/development/ut/home

The domain is oraclecloudapps.com in this example.

A Scopes configuration page is then loaded:

For this example, we are not going to set any scopes here so click
SAVE AND CONTINUE once again.

Finally, we are taken to a “Test users” page. Here you may choose to initially set your access to be limited to yourself & and limited set of users.

Unless you want to do this, click the SAVE AND CONTINUE button again. This project is only for the UT application so we do not mind sharing this without any test users defined as access is normally unrestricted (Public access in the APEX authentication scheme).

The last step is just the summary of the OAuth consent screen where you can double check the entries you have configured so far:

So now we are almost there on the Google side of things. We just need to generate credentials. Click on Credentials and then click CREATE CREDENTIALS, choosing OAuth Client ID in the dropdown menu:

On the next screen we choose a “Web Application” and then fill in the name you wish to assign this set of credentials:

Before you click CREATE, add a redirect URL by pressing the ADD URI button.

All APEX redirects use the same redirect function which is just the part of the URL of your application and then an additional suffix.

Take the URL of any page in your UT Application (you can just run this if you are unsure) and then copy the URL up to the ords section and then add the extra string of:

apex_uthentication.callback

Specifically, in my example this is:
https://xxxxxxxx.oraclecloudapps.com/ords/apex_authentication.callback

Once this is defined, press CREATE and that competes the Google Integration setup.

A dialog will be presented with the following information. This is what we will now set up in APEX for the Universal Theme Application:

Make a note of the client ID and the Client Secret. We will need these when creating the APEX web credentials in the next section. Press OK a final time and you may now review what you have set up on the Google side of things.

Setting up the APEX environment - Web Credentials

The first step here is to define your web credentials in the APEX Workspace itself. Click on the "App Builder>Workspace Utilities > All Workspace Utilities" menu option:

Next, choose “Web Credentials”:

The list of credentials is shown, click on CREATE

Give your Web Credentials a name and enter the Client ID and Client Secret from above repeating the secret in the verify field before saving these details:

This is now available to any application within your APEX workspace. Now we shall use this for our UT application. I am assuming you have installed the UT application or maybe you are setting this up for an application you have developed but you will need an APEX application at this point. If you already have the UT application and use it for reference, you may want to copy it so that you keep one version that does not require authentication via Google OAuth2.

Go to application builder and navigate to the UT application you have installed.

Open it in application builder and then select
Shared Components>Authentication Schemes and then click CREATE.

Select “Based on a pre-configured scheme from the gallery” from the radio group and press NEXT

Now provide a name of your choice and select “Social Sign-in”:

The above page will allow you to specify the following attributes of your Authentication:

  • Name – a meaningful name for your scheme
  • Scheme Type – select Social Sign-in
  • Credential Store – select the one you have just created which is specified at the Workspace level
  • Authentication Provider - here select Google. Note that APEX can integrate with any 3rd party IdP as long as they follow the OpenID protocol. Generic Oauth2 providers may be used as well as long as they support OpenId as an inputted scope. In these scenarios you will have to get information on the API end points for authentication / access token and userinfo.
  • Scope – we could just use email but enter profile here and I will cover how to extract additional attributes from the JSON that is returned with successful login as an extra feature later on
  • Username – here we assign the username to the email address of the Google account user
  • Convert Username to upper case. I select yes here so that I lose case sensitivity for usernames but this is just down to what you intend to do with the user name

The discovery URL is not needed here (as it is pre defined by APEX when you select "Google" as then authentication provider, but is worth mentioning. This URL will provide us with JSON that describes this service in detail. You can examine the response by entering it in a browser:

https://accounts.google.com/.well-known/openid-configuration

Of interest to us in particular in the resulting JSON is the section listing claims_supported:

We shall just use email here for the identifier for the username and shall choose the option of making it uppercase in the application.

Click Create and that will complete the creation and switch the default authentication to your Google Authentication.

If you run your application now, you will see no difference. This is because all the pages are currently public and require no authentication or authorizations. We will change page 100 (the Home Page) now to demonstrate how access can be limited to those users you want to authenticate.

Categories: BI & Warehousing

Oracle Analytics Cloud November 2022 Update: the New Features, Ranked

Mon, 2022-11-14 05:06

The November 2022 Update for Oracle Analytics Cloud came out few days ago and in this blog post I'm going to have a look at all the new features it includes. If you are also interested in a comprehensive list of the defects fixed by the update, please refer to Doc ID 2832903.1.

10. Non-SSL, Kerberos Connections to Hive

Non-SSL connections to a Hive database using Kerberos network authentication protocol are now supported.

9. Enhanced Data Profiling

The random sampling depth and methodology that drives augmented features such as quality insights and semantic recommendations have been improved.

8. Toggle Sample Data Previews in Metadata View

This feature allows users to switch off sample data previews in Metadata view to stop generating the sample values displayed in the Sample Values column and improve their user experience when previews are not required. The toggle switch is displayed at the bottom right of the Metadata view (Figure 1).

Figure 1. The toggle to switch off sample data previews.7. Blurred Thumbnails

Workbook thumbnails displayed on the home page are now blurred to protected sensitive data from being exposed to users that don't have the same access as data authors (Figure 2).

Figure 2. Blurred workbook thumbnails.

Unfortunately, the blur effect is not sufficient to make performance tile content completely indistinguishable. For additional security, administrators can disable workbook thumbnails altogether by switching off the Save Workbook Thumbnail option in the System Settings section of Data Visualization Console (Figure 3).

Figure 3. The new option to disable workbook thumbnails altogether.

When thumbnails are globally allowed, content authors can show or hide the thumbnail for an individual workbook as required. Click Menu on the workbook toolbar, select Workbook Properties and set Save thumbnails to On or Off (Figure 4).

Figure 4. Showing or hiding the thumbnail for an individual workbook.6. Transform Data to Dates More Easily

Unrecognized dates can be transformed more easily using single-click Convert to Date recommendations.

5. Control Filter Interactions from the Filters Bar

When your workbook contains many filters, the Limit Values By icon in the filters bar can be used to toggle between limited filter selection values and unlimited filter selection values (Figure 5).

Figure 5. Control workbook filter interactions from the filter bar.4. Customize the Workbook Header Bar

Authors can show or hide the header bar, and customize it. To customize the header bar color, text, font, and image, go to the Properties panel in the Present page of the workbook and select the Presentation tab (Figure 6). End users can then view the header bar as configured by the author.

Figure 6. The options to customize the workbook header bar.3. Filter Data Using a Slider

Slider dashboard filter can be added to a canvas to animate visualizations and show dynamically how your data changes over a given dimension such as time (Clip 1).

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Clip 1. Filtering data using a slider dashboard filter.

The feature is similar to a section displayed as slider in Analytics, but more powerful: it generates more efficient queries, with a single object you can interact with multiple visualizations at the same time, and it supports tables and pivot tables as well. To make the most of it, I recommend to set up a custom End for Values Axis of your visualizations.

2. Select Columns for Auto Insights

By default, Oracle Analytics profiles all columns in a dataset when it generates insights. Data columns to use for Auto Insights can now be selected by content authors to fine-tuning the insights that Oracle Analytics generates for you and focus only on the most useful ones (Figure 7).

Figure 7. Selecting columns for Auto Insights.1. Export Table Visualizations to Microsoft Excel

Formatted data from table and pivot table visualizations (up to 25,000 rows) can now be exported to the Microsoft Excel (XLSX) format (Figure 8).

Figure 8. Exporting table visualizations to Microsoft Excel.

This feature is currently available for preview. Administrators can enable it by switching on the Preview Excel Export option in the System Settings section of Data Visualization Console (Figure 9).

Figure 9. The new preview option to enable Excel export.Conclusion

The November 2022 Update includes several new features (and fixes) for Oracle Analytics Cloud that significantly improve Data Visualization and make it more user friendly.

If you are looking into Oracle Analytics Cloud and want to find out more, please do get in touch or DM us on Twitter @rittmanmead. Rittman Mead can help you with a product demo, training and assist within the migration process.

Categories: BI & Warehousing

Leveraging Custom Python Scripts in Oracle Analytics Server

Thu, 2022-11-10 04:47

Oracle Analytics Server has enabled users to invoke custom Python/R scripts since the end of 2017. Unfortunately, this feature is not yet widely adopted, probably because the official documentation shows only how to upload a custom script, while the details about enabling the feature and embedding the script in XML format are not provided.

In this post, I'm going to illustrate how to leverage custom Python scripts in Oracle Analytics Server to give you greater control and flexibility over specific data processing needs.

Enabling Custom Scripts

The feature to invoke custom scripts is disabled by default and Doc ID 2675894.1 on My Oracle Support explains how to enable it.

Copy the attached updateCustomScriptsProperty.py script to $ORACLE_HOME/bi/modules/oracle.bi.publicscripts/internal/wlst.

⚠️
There is already an existing updateCustomScriptsProperty.py file in the above location, but it does not work. You have to rename or delete it, and use the attached script.

Then execute the script using the WebLogic Scripting Tool:

Linux:

$ORACLE_HOME/oracle_common/common/bin/wlst.sh $ORACLE_HOME/bi/modules/oracle.bi.publicscripts/internal/wlst/updateCustomScriptsProperty.py true $DOMAIN_HOME $ORACLE_HOME


Windows:

%ORACLE_HOME%\oracle_common\common\bin\wlst.cmd %ORACLE_HOME%\bi\modules\oracle.bi.publicscripts\internal\wlst\updateCustomScriptsProperty.py true %DOMAIN_HOME% %ORACLE_HOME%

Restart Oracle Analytics Server to enable the feature.

Installing Additional Python Packages

Oracle Analytics Server 6.4 relies on Python 3.5.2 (sigh) which is included out-of-the-box with several packages. You can find them all under $ORACLE_HOME/bi/modules/oracle.bi.dvml/lib/python3.5/site-packages.

Call me paranoid or over-cautious, but to me it makes sense not to play around with the out-of-the-box version put in place by the installation. To avoid this, if any additional packages are required, I choose to firstly install another copy of the same Python version (3.5.2) in another location on the server - this way, I know I can add to or make changes without possibly affecting any other standard functionality that uses the out-of-the-box version.

Installing Python 3.5.2 on Linux in 2022 could be a bit tricky since the Python official website does not host the installers for older versions, but only the source code.

First of all download the source code for Python 3.5.2.

$ wget https://www.python.org/ftp/python/3.5.2/Python-3.5.2.tgz

Now extract the downloaded package.

$ sudo tar xzf Python-3.5.2.tgz

Compile the source code on your system using altinstall.

$ cd Python-3.5.2
$ sudo ./configure
$ sudo make altinstall

Then install all required packages using pip. My example needs langdetect and in order to make it work correctly with Python 3.5.2 I decided to install an older version of it (1.0.7). You should always verify which versions of packages used in your code are compatible with Python 3.5.2 and install them explicitly, otherwise pip will automatically pick the latest ones (which may not be compatible).

$ sudo pip3.5 install langdetect==1.0.7

Edit the obis.properties file located under $DOMAIN_HOME/config/fmwconfig/bienv/OBIS, set the PYTHONPATH variable to ensure the packages can be found by Oracle Analytics Server, and restart the services.

PYTHONPATH=$ORACLE_HOME/bi/bifoundation/advanced_analytics/python_scripts:/usr/local/lib/python3.5/site-packages
export PYTHONPATH
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Installing Python 3.5.2 on Windows is a lot easier since you can rely on the installer, but the above procedure to set up the PYTHONPATH variable in obis.properties does not work. As a workaround, you can copy the site-packages folder from the new Python environment to the out-of-the-box one in Oracle Analytics Server.
Anatomy of a Custom Python Script

To be able to use a custom Python script with Oracle Analytics Server, we need to embed it in a simple pre-defined XML format.

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Unfortunately, there is no formal Oracle documentation about the XML format and what follows is based on my understanding of the examples in the Oracle Analytics Library.

The XML must contain one root element <script> that is the parent of all other elements:

<?xml version="1.0" encoding="UTF-8"?>
<script>
    ...
</script>

The <scriptname> element indicates the name of your script:

<scriptname>py.DetectLanguage</scriptname>

According to the documentation, <scriptlabel> should indicate the name of the script as visible for end users, but it seems to be ignored once the script has been uploaded to Oracle Analytics Server. However, if you don't include this element in the XML you will get an error notification while uploading the script.

<scriptlabel>Detect Language (py)</scriptlabel>

<target> refers to the type of script that you are embedding in the XML:

<target>python</target>

In order to use the script in data flows, it's mandatory to include the <type> element and set it to execute_script:

<type>execute_script</type>

<scriptdescription> is straightforward to understand and provides a description of the script as explained by its developer. You can also specify the version of the script in the <version> element.

<scriptdescription>
<![CDATA[
    Determine the language of a piece of text. 
]]>
</scriptdescription>
<version>v1</version>

The <outputs> element lists the outputs returned by the script. In the example, the script returns one column called language. <displayName> and <datatype> elements refer to the name displayed in the user interface and the data type of the outputs.

<outputs>
    <column>
        <name>language</name>
        <displayName>language</displayName>
        <datatype>varchar(100)</datatype>
    </column>	
</outputs>

The <options> element indicates the input parameters to the script. There is also a special parameter includeInputColumns which lets users choose whether to append output columns to the input dataset and return, or just return the output columns. In the example, the script requires one column input (text) and always append the output column (language) to the input dataset.

<options>
    <option>
        <name>text</name>
        <displayName>Text</displayName>
        <type>column</type>
        <required>true</required>
        <description>The input column for detecting the language</description>
        <domain></domain>
        <ui-config></ui-config>
    </option>
    <option>
        <name>includeInputColumns</name>
        <displayName>Include Input Columns</displayName>
        <value>true</value>
        <required>false</required>
        <type>boolean</type>
        <hidden>true</hidden>
        <ui-config></ui-config>
    </option>
</options>

And lastly, the <scriptcontent> element must contain the Python code. You have to import all required packages and implement your data transformation logic in the obi_execute_script function:

  • The data parameter provides access to the input dataset in a Pandas DataFrame structure.
  • The args parameter provides access to the input parameters as defined in the <options> XML element.
  • The function must return a Pandas DataFrame structure.
  • Oracle Analytics Server will automatically execute this function when you invoke the custom script.
<scriptcontent><![CDATA[
import pandas as pd
from langdetect import detect, DetectorFactory

def obi_execute_script(data, columnMetadata, args):
    language_array = []
    DetectorFactory.seed = 0
    for value in data[args['Text']]:
        language_array.append(detect(value))
    data.insert(loc=0, column='language', value=language_array) 
    return data
    
]]></scriptcontent>

In the example above, the values in the input column are analyzed to detect their language using the langdetect package, the results are then collected into an array and returned alongside the input dataset. The source code is attached below, feel free to use it, but remember to install all required packages first!

Custom Python Scripts in Action

Once wrapped into XML, administrators can upload custom scripts into Oracle Analytics Server. Once uploaded they can be shared and executed by other users.

In the Home page, click on the Create button and select the Script option.

Figure 1. Uploading custom scripts into Oracle Analytics Server (step 1)

Drag and drop your custom script to the Add Script dialog, then click OK.

Figure 2. Uploading custom scripts into Oracle Analytics Server (step 2)

The uploaded custom script is now available for use and displayed in the Scripts tab on the Machine Learning page.

Figure 3. The Scripts tab on the Machine Learning page

To invoke the script from a data flow you have to include the Add Custom Script step.

Figure 4. Invoking custom scripts in a data flow (step 1)

Select the script that you want to execute, and click OK.

Figure 5. Invoking custom scripts in a data flow (step 2)

Configure the step by specifying any required input and the outputs that you want to include into the result set. In the example, I chose to detect the language for the review column.

Figure 6. Invoking custom scripts in a data flow (step 3)

Save the output data by adding the Save Data step and run the data flow to execute the custom script.

Figure 7. Invoking custom scripts in a data flow (step 4)Conclusion

Business analysts and end-users often want greater control when performing data preparation tasks. In this context, leveraging custom Python/R scripts into Oracle Analytics Server can give you full control and flexibility over specific data processing needs.

If you are looking into leveraging custom Python/R scripts into Oracle Analytics Server and want to find out more, please do get in touch or DM us on Twitter @rittmanmead. Rittman Mead can help you with a product demo, training and assist within the development process.

Categories: BI & Warehousing

Rittman Mead - de Novo Partnership

Wed, 2022-10-26 07:00
Rittman Mead - de Novo Partnership

26th October 2022

On behalf of Rittman Mead I am delighted to announce the market disrupting partnership of de Novo - Rittman Mead.

Oracle is a large investment for any organisation and as such it needs to be done correctly. By combining forces this new partnership gives clients access to on shore specialists across Finance, HR, Data & Analytics.

I’ve been in the Oracle market in one way or another for 16 years and one story has remained consistent throughout. When a client has a large transformation programme they usually engage with a massive SI that promise the world, but in most cases fail to deliver on that promise.

In fact in the mid naughties it was more common to find a project running at 50% over budget and six months past the deadline than one that actually went as planned.

There’s always been a hunger to get true experts working in collaboration and we see this as the start of that journey.

Meet the Team

Rittman Mead

We’ve been a leader in the Oracle BI, Data & Analytics world for 15 years and believe successful organisations see data as an opportunity, not an overhead. Over that time, we’ve helped companies do exactly that, by partnering with companies we enable them to produce understandable content from their data and drive meaningful business change.

de Novo

A real A team in the world of Oracle Finance and HR. With hundreds of hours of transformation work under their belts for clients from SMB to Enterprise. de Novo not only understand the practicalities of a great Oracle transformation they have the departmental knowledge to make sure your Finance and HR teams are listened to and included in the creation of world class solution.

With the uncertainties facing everyone over the next 12 to 18 months there has never been a more business critical time to do projects correctly from day one, Rittman Mead and de Novo not only offer a true best in breed team, built with the top 10% of consultants in their respective niches. They deliver a real client - consultancy partnership.

For additional information please feel free to contact;

Oliver Matthews - Business Development - Rittman Mead

oliver.matthews@rittmanmead.com

+44 (0) 7766060749

Michelle Clelland - Marketing Experience Lead - de Novo Solutions

michelle.celland@de-novo-solutions.com

+44 (0) 1633492042

Categories: BI & Warehousing

Commute Vs Energy App

Tue, 2022-10-18 11:53

23% of UK workers are considering ditching WFH to save on heating bills!!! Was the title of a news article that appeared on my phone at the end of August.

Back then, and I say back then because the rate at which things are changing in the UK make a month feel more like a years worth of policy and financial worry. The fear was, energy prices could continue to rise every quarter until we’d all be selling a kidney every time we wanted a bath.

For a second it made me think this could actually have some legs.

Then it made me wonder. What about the cost of commuting?

For instance I used to live in Tunbridge Wells and I remember clearly the train season ticket being £6000 to get to London. So, would 10 back to the office hours including commuting actually save me anything or would it just cost me more?

The answer in that scenario was obviously a resounding no! Going to the office was the financially un responsible move.

But there must be some situations where going back to the office makes sense. 23% of UK workers can’t be completely mad. Can they? What home to work distance makes going to the office to get warm economically viable? How much of a difference does the way you get to work make? For instance walking is free, a 6.2 ltr V8 is not so free.

There were too many factors to fit onto a single A4 sheet of paper, so as is the case in many businesses, I released my Excel abilities (predominately the =sum() one). I produced a good data set, with the ability to recalculate based on the miles to office, chosen vehicle, lunch and parking if appropriate.

For me commuting failed to win the economically viable game even after I removed all vehicle related expenses other than fuel. But it was fun and I wanted to share it.

Luckily for me we have a Lucas at Rittman Mead.

For the uninitiated a Lucas is an APEX guru able to spin up even the most random of concepts into a well designed, functional APEX application. Over a few days of listening to Oliver the Sales / Amateur Product Owner explain how he wanted a slidey thing for this and a button for that. Lucas was able to produce my vision in a way others could enjoy.

So here it is the Commute vs Energy application brought to you by the APEX Team at Rittman Mead.

https://commute.ritt.md/ords/r/energy_tool/calc/home?session=404835286670167

Disclamer

The Commute vs Energy app is the brain child of a non technical Sales man who’d had a lot of coffee. So while it does give you a calculated answer based on your options it is in no way an exhausted analysis of every possible penny involved in your WFH or not decision. It’s a fun slightly informative tool for your pleasure.

Categories: BI & Warehousing

How to Sense-Check Your Data Science Findings

Wed, 2022-09-28 04:30

Introduction

One of the most common pitfalls in data science is investing too much time investigating a dead-end. It happens to the best of us; you're convinced that you've found something amazing and profound that will revolutionise the client's business intelligence...And then, in an awkward presentation to a senior stakeholder, somebody points out that your figures are impossible and somewhere along the way you've accidentally taken a sum instead of an average. Here are a few tricks you can and should use to make this kind of embarrassment less likely.

Visualise Early and Often

The sooner you plot your data, the quicker you will notice anomalies. Plot as many variables as you have time for, just to familiarise yourself with the data and check that nothing is seriously wrong. Some useful questions to ask yourself are:

• Is anything about these data literally impossible? E.g., is there an 'age' column where someone is over 200 years old?
• Are there any outliers? Sometimes data that has not been adequately quality-checked will have outliers due to things like decimal-point errors.
• Are there duplicates? Sometimes this is to be expected, but you should keep it in mind in case you end up double-counting duplicate entries.

If It's Interesting, It's Suspicious

I once worked on a project that found that social deprivation scores negatively correlated with mental health outcomes, i.e., more deprived groups had better mental health scores. This was exactly the kind of surprising result that would have made for a great story, with the unfortunate caveat that it wasn't at all true.
It turned out that I had mis-coded a variable; all my zeroes were ones, and all my ones were zeroes. Fortunately I spotted this before the time came to present my findings, but this story illustrates an important lesson:
Findings that are interesting and findings that are erroneous share a common property: both are surprising.

Talk to Subject-Matter Experts

'Ah, this is impossible- this number can never go above ten' is one of the most heart-breaking sentences I've ever heard in my career.

It's often the case that someone more familiar with the data will be able to spot an error that an analyst recently brought onto a project will miss. It is essential to consult subject-matter experts often to get their eyes on your findings.

Check for Missing Data

There is a legendary story in data collection about Survivorship Bias. In WWII, a group called the Statistical Research Group was looking to minimise bombers lost to enemy gunfire. A statistician name Abraham Wald made the shrewd observation that reinforcements should be added to the sections of planes that returned from missions without bullet holes in them, rather than- as intuition might suggestion- the parts riddled with bullets. This was because those planes were the ones that returned safely, and so the parts that were hit were not essential to keeping the pilot alive.

https://en.wikipedia.org/wiki/Survivorship_bias

Missing data can poison a project's findings. There are a lot of reasons data could be missing, some more pernicious than others. If data is missing not-at-random (MNAR) it may obscure a systematic issue with data collection. It's very important to keep this in mind with something like survey data, where you should expect people who abandon the survey to be qualitatively different to people who complete it.

Understand Where the Data Came From and Why

Did you assemble this dataset yourself? If so, how recently did you assemble it, and do you still remember all of the filters and transformations you applied to get it in its current form? If someone else assembled it, did they document what steps they took and are they still around to ask? Sometimes a dataset will be constructed with a certain use case in mind different from your use case, and without knowing the logic that went into making it you run the risk of building atop a foundation of errors.

Beware the Perils of Time Travel

This one isn't a risk for all kinds of data, but it's a big risk for data with a date component- especially time series data. In brief, there is a phenomenon called Data Leakage wherein a model will be built such that it unintentionally cheats by using future data to predict the past. This trick only works when looking retrospectively because in the real world, we cannot see the future. Data leakage is a big enough topic to deserve its own article, but just be aware that you should look it up before building any machine learning models.

Conclusion

It is impossible to come up with a fully-general guard against basic errors, and kidding yourself into thinking you have one will only leave you more vulnerable to them. Even if you do everything right, some things are going to slip you by. I encourage you to think of any additions you might have to this list.

Categories: BI & Warehousing

A Few Words About OAC Embedding

Thu, 2022-09-22 12:10
TL;DR To exit VIM you press Esc, then type :q! to just exit or :wq to save changes and exit and then press Enter.

Some time ago and by that I mean almost exactly approximately about two years ago Mike Durran (https://insight2action.medium.com) wrote a few blogs describing how to embed Oracle Analytics Cloud (OAC) contents into public third-party sites.

Oracle Analytics Cloud (OAC) Embedding— Public User Access — Part 1
Introduction
Oracle Analytics Cloud (OAC) Embedding — Public User Access — Part 2
Introduction

For anyone who needs to embed OAC reports into their sites, these blogs are a must-read and a great source of valuable information. Just like his other blogs and the official documentation, of course.

Visualizing Data and Building Reports in Oracle Analytics Cloud
The topics in this section explain how to use the JavaScript embedding framework to embed Oracle Analytics content into applications and web pages.

If you have ever tried it, you most likely noticed that the embedding process is not exactly easy or intuitive. Roughly it consists of the following steps:

  1. Create content for embedding.
  2. Setup infrastructure for authentication:
    2.1. Create an Oracle Identity Cloud Service (IDCS) application.
    2.2.Create an Oracle Functions function.
    2.3. Set up Oracle API Gateway.
  3. Embed JavaScript code to the third-party site.

Failing to implement any of the above leads to a fully non-functional thing.

And here is the problem: Mike knows this well. Too well. Some things that are entirely obvious to him aren't obvious to anyone trying to implement it for the first time. When you know something at a high level, you tend to skip bits and bobs here and there and various tasks look easier than they are.

A small story When I was studying at the university, our techer told us a story. Her husband was writing a math book for students and wrote the infamous phrase all students love: "... it is easy to prove that ...". She said to him that, if it was easy to prove, he should do it.

He spent a week proving it.

That is why I think that I can write something useful on this topic. I'm not going to repeat everything Mike wrote, I'm not going to re-write his blog. I hope that I can fill in a few gaps and show some it is easy to do things.

Also, this blog is not intended to be a complete step-by-step guide. Or, at least, I have no intention of writing such a thing. Although, it frequently happens that I'm starting to write a simple one-paragraph hint and a few hours later I'm still proofreading something with three levels of headers and animated screen captures.

Disclaimer. This blog is not a critique of Mike's blog. What he did is hard to overestimate and my intention is just to fill some gaps.

Not that I needed to make the previous paragraph a disclaimer, but all my blogs have at least one disclaimer and once you get locked into a serious disclaimers collection, the tendency is to push it as far as you can.

Testing out Token Generation

My main problem with this section is the following. Or, more precisely, not a problem but a place that might require more clarification in my opinion.

You’ll see that the token expires in 100 seconds and I describe how to increase that in a separate blog. For now, you can test this token will authenticate your OAC embedded content by copying the actual token into the following example HTML and deploying on your test web server or localhost (don’t forget to add suitable entries into the OAC safe domains page in the OAC console)

I mean why exactly 100 seconds is a bad value? What problem does increasing this value solve? Or, from the practical point of view, how do we understand that our problem is the token lifespan?

It is easy and confusing at the same time. The easy part is that after the token is expired, no interaction with the OAC is possible. It is not a problem if you embed non-interactive content. If the users can only watch but do not touch, the default value is fine. However, if the users can set filters or anyhow interact with reports, tokens must live longer than the expected interaction time.

Here is what it looks like when the token is OK:

And the same page a few minutes later:

Assuming that we don't know the right answer and need to find it, how do we do it? The browser developer console is your friend! The worst thing you can do to solve problems is to randomly change parameters and press buttons hoping that it will help (well, sometimes it does help, but don't quote me on that). To actually fix it we need to understand what is going on.

To be fair, at first sight, the most obvious and visible message is totally misleading. Normally, we go to the Console tab (Ctrl+Shift+J/Command+Option+J) and read what is written there. But if the token is expired, we get this:

The console shows multiple CORS errors: Access to XMLHttpRequest at 'https://OAC-INSTANCE-NAME.analytics.ocp.oraclecloud.com/ui/dv/ui/api/v1/sessioninfo/ext' from origin 'https://THIRD-PARTY-SITE' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header is present on the requested resource. CORS stands for Cross-Origin Resource Sharing. In short, CORS is a security mechanism implemented in all modern browsers which allows for specifying if content from one server may be embedded into another server.

So looking at this we might assume that the solution would be either specify Safe domains in OAC or set CORS policy for our Web server, or both. In reality, this message is misleading. The real error we can get from the Network tab.

Let's take a look at the first failed request.

Simply click it once and check the Headers tab. Here we can clearly see that the problem is caused by the token, not by CORS. The token is expired.

The same approach shows when there is something wrong with the token. For example, once I selected a wrong OAC instance for the Secure app. Everything was there. All options were set. All privileges were obtained. The token generation was perfect. Except it didn't work. The console was telling me that the problem was CORS. But here I got the real answer.

Oracle Functions Service

I feel like this is the part which can use more love. There are a few easy-to-miss things here.

And the most important thing is why do we need Oracle Functions at all? Can't we achieve our goal without Functions? And the answer is yes, we can. Both Oracle Functions and API Gateways are optional components.

In theory, we can use the Secure application directly. For example, we can set up a cron job that will get the token from the Secure application and then embed the token directly into static HTML pages using sed or Python or whatever we like. It (theoretically) will work. Note, that I didn't say it was a better idea. Or even a good one. What I'm trying to say is that Functions is not an essential part of this process. We use Oracle Functions to make the process more manageable, but it is only one of the possible good solutions, not the only one.

So what happens at this step is that we are creating a small self-containing environment with a Node.js application running in it. It all is based on Docker and Fn Project, but it is not important to us.

The function we are creating is a part required to simplify the result.

High-level steps are:

  1. Create an application.
  2. Open the application and either use Cloud Shell (the easy option) or set up a development machine.
  3. Init a boilerplate code for the function.
  4. Edit the boilerplate code and write your own function.
  5. Deploy the code.
  6. Run the deployed code.

Creating a new function is easy.  Go to Developer Services -> Applications

Create a new function and set networking for it. The main thing to keep in mind here is that the network should have access to Oracle Cloud Infrastructure Registry. If it doesn't have access, you'll get Fn: Error invoking function. status: 502 message: Failed to pull function image error message when trying to run the function: Issues invoking functions.

The first steps with Oracle functions are simple and hard at the same time. It is simple because when you go to Functions, you see commands which should be executed to get it up and running. It is hard because it is not obvious what is happening and why. And, also, diagnostics could've been better if you ask me.

After you create an application, open it, go to the Getting started, press Launch Cloud Shell and do what all programmers do: copy and paste commands trying to look smart and busy in the process. Literally. There are commands you can copy and paste and get a fully working Hello World example written in Java. Just one command has a placeholder to be changed.

Hint: to make your life easier first do step #5 (Generate an Auth Token) and then come back to the steps 1-4 and 6-11.

If everything is fine, you will see "Hello, world!" message. I wonder, does it make me a Java developer? At least a junior? I heard that is how this works.

OK, after the Java hello-world example works, we can add Node.js to the list of our skills. Leave the Java hello-world example and initialize a new node function:

cd
fn init --runtime node embed_func

This creates a new Node.js boilerplate function located in the embed_func directory (the actual name is not important you can choose whatever you like).  Now go to this directory and edit the func.js file and put Mike's code there.

cd embed_func
vim func.js

- do some vim magic
- try to exit vim

I don't feel brave enough to give directions on using vim. If you don't know how to use vim but value your life or your reason, find someone who knows it.

But because I know that many wouldn't trust me anyways, I can say that to start editing the text you press i on the keyboard (note -- INSERT -- in the bottom of the screen) then to save your changes and exit press Esc (-- INSERT -- disappears) and type :wq and press Enter. To exit without saving type :q! and to save without exiting - :w . Read more about it here: 10 Ways to Exit Vim Editor

Image source: https://www.linuxfordevices.com/tutorials/linux/exit-vim-editor

Most likely, after you created a new node function, pasted Mike's code and deployed it, it won't work and you'll get this message: Error invoking function. status: 504 message: Container failed to initialize, please ensure you are using the latest fdk and check the logs

I'm not a Node.js pro, but I found that installing NOT the latest version of the node-fetch package helps.

cd embed_func
npm install node-fetch@2.6.7

At the moment of writing this, the latest stable version of this package is 3.2.10: https://www.npmjs.com/package/node-fetch. I didn't test absolutely all versions, but the latest 2.x version seems to be fine and the latest 3.x version doesn't work.

If everything was done correctly and you managed to exit vim, you can run the function and get the token.

fn invoke <YOUR APP NAME> <YOUR FUNCTION NAME>

This should give you a token every time you run this. If it doesn't, fix the problem first before moving on.

Oracle API Gateway

API Gateway allows for easier and safer use of the token.

Just like Functions, the API Gateways is not an essential part. I mean after (if) we decided to use Oracle Functions, it makes sense to also use Gateways. Setting up a gateway to call a function only takes a few minutes, no coding is required and things like CORS or HTTPS are handled automatically. With this said API Gateways is a no-brainer.

In nutshell, we create an URL and every time we call that URL we get a token. It is somewhat similar to where we started. If you remember, the first step was "creating" an URL that we could call and get a token. The main and significant difference is that now all details like login and password are safely hidden behind the API Gateway and Oracle Functions.

Before Functions and Gateway it was:

curl --request POST \
 --url https://<IDCS-domain>.identity.oraclecloud.com/oauth2/v1/token \
 --header 'authorization: Basic <base64 encoded clientID:ClientSecret>' \
 --header 'content-type: application/x-www-form-urlencoded;charset=UTF-8' \
 -d 'grant_type=password&username=<username>&password=<password>&scope=\
 <scope copied from resource section in IDCS confidential application>'

With API Gateways the same result can be achieved by:

curl --request https://<gateway>.oci.customer-oci.com/<prefix>/<path>

Note, that there are no longer details like login and password, clientID and ClientSecret for the Secure application, or internal IDs. Everything is safely hidden behind closed doors.

API Gateways can be accessed via the Developer Services -> [API Management] Gateways menu.

We click Create Gateway and fill in some very self-explanatory properties like name or network. Note, that this URL will be called from the Internet (assuming that you are doing this to embed OAC content into a public site) so you must select the network accordingly.

After a gateway is created, go to Deployments and create one or more, well, deployments. In our case deployment is a call of our previously created function.

There are a few things to mention here.

Name is simply a marker for you so you can distinguish one deployment from another. It can be virtually anything you like.

Path prefix is the actual part of the URL. This has to follow rather strict URL rules.

The other very important thing is CORS. At the beginning of this blog I already mentioned CORS but that time it was a fake CORS message. This time CORS is actually important.

If we are embeddig OAC content into the site called https://thirdparty.com, we must add a CORS policy allowing us to do so.

If we don't do it, we will get an actual true authentic CORS error (the Network tab of the browser console):

The other very likely problem is after you created a working function, exited vim, created a gateway and deployment, and defined a deployment, you are trying to test it and get an error message {"code":500,"message":"Internal Server Error"}:

If you are getting this error, it is possible that the problem is caused by a missing policy:

Go to

And create policy like this:

ALLOW any-user to use functions-family in compartment <INSERT YOUR COMPARTMENT HERE> where ALL { request.principal.type= 'ApiGateway'}

A few minor things

It is rather easy to copy pieces of embedding code from the Developer menu. However, by default this menu option is disabled.

It can be enabled in the profile. Click your profile icon, open Profile then Advanced and Enable Developer Options. It is mentioned in the documentation but let's be real: nobody reads it.

If you simply take the embedding script, it won't work.

This code lacks two important modules: jquery and obitech-application/application. If either of them is missing you will get this error: Uncaught TypeError: application.setSecurityConfig is not a function. And by the way, the order of these modules is not exactly random. If you put them in an incorrect order, you will likely get the same error.

As a conclusion

After walking this path with a million ways to die we get this beautifully looking page: Niðurstaða stafrænna húsnæðisáætlana 2022

https://hms.is/husnaedi/husn%C3%A6%C3%B0isa%C3%A6tlanir/m%C3%A6labor%C3%B0-husn%C3%A6%C3%B0isa%C3%A6tlana/ni%C3%B0ursta%C3%B0a-stafr%C3%A6nna-husn%C3%A6%C3%B0isa%C3%A6tlana-2022
Categories: BI & Warehousing

OAC Semantic Modeler and Version Control with Git

Wed, 2022-09-21 12:35

This is my third blog post in the series of posts about OAC's Semantic Modeler. The first one was an overview of the new Semantic Modeler tool, the second was about the new SMML language that defines Semantic Modeller's objects. This post is about something that OBIEE developer teams have been waiting for years - version control. It looks like the wait is over - Semantic Modeler comes with native Git support.

When you open Semantic Modeler from OAC, you will see two toggle buttons in the bottom right corner:

The right toggle is for Git Panel, where version control magic takes place.

Enabling Git for a Semantic Model

Version control with Git can be enabled for a particular Semantic Model, not the whole Modeller repository. When first opening the Git Panel, it will inform you it requires configuration.

Click Start and you will be asked for a Git Repository URL and the name of the main branch. I created my test repository on Github but you may have your own company internal Git server. The easiest way to establish version control for a Model is to create an empty Git repository beforehand - that is what I did. In the "Initialize Git" prompt, I copied the full https URL of my newly created, empty (no README.md in it!) Github repository and clicked "Continue".

If the repository URL is recognised as valid, you will get the next prompt to choose a Git profile, which is your Git logic credentials. To create a new profile, add your git user name and password (or Personal Access Token if you are using Github) to it and name your profile.

Click "Initialize Git". After a short while, a small declaration of success should pop up...

... and the Git Panel will now have a typical set of Git controls and content.

Next, let us see it in action.

Git and Semantic Modeler - the Basics

The basics of Semantic Modeler's version control are quite intuitive and user friendly. Let us start by implementing a simple change to our Customers dimension, let us rename a column.

We type in the column name, press Enter. We see that the Unstaged Changes list in the Git Frame is still empty. We press Ctrl+S to save our changes and the Unstaged Changes list gets updated straight away.

We click on "Stage All". At the bottom of the Git panel, "Commit description" input and "Commit" button appear.

We enter a description, click "Commit" and get a message:

However, the changes have not yet been pushed to the Git server - we need to push them by clicking the "Push" button.

Now let us check the repository content in the Git server.

We can see the "Dim - Customers.json" SMML file has just been updated.

Git and Semantic Modeler - Working with Branches

At Rittman Mead we are evangelists of Gitflow - it works well with multiple developers working independently on their own features and allow us to be selective about what features go into the next release. The version control approach we have developed for OBIEE RPD versioning as part of our BI Developer Toolkit relies on Gitflow. However, here it is not available to us. No worries though - where there is a will, there is a way. Each of our devs can still have their own branch.

Before we start playing with branches, let us make sure our main branch is saved, checked in and pushed. To create a new branch, we click on the "Create Local Branch" button.

We base it on our current "main" branch. We name it "dev-janis" and click "Create".

If successful, the Current branch caption will change from "main" to "dev-janis". (An important part of version control discipline is to make sure we are working with the correct branch.)

In our dev branch, let us rename the "LAST_NAME" column to "Last Name".

Save.

Stage. Commit. Push.

Once pushed, we can check on the Git server, whether the new branch has been created and can explore its content.

We can also switch back to the "main" branch to check that the "LAST_NAME" column name remains unchanged there.

Git and Semantic Modeler - Merge Changes

The point of having multiple dev branches is to merge them at some point. How easy is that?

Let us start with changes that should merge without requiring conflict resolution.

In the previous chapter we have already implemented changes to the "dev-janis" branch. We could merge it to the "main" branch now but Git would recognise this to be a trivial fast-forward merge because the "main" branch has seen no changes since we created the "dev-janis" branch. In other words, Git does not need to look at the repository content to perform a 3-way merge - all it needs to do is repoint the "main" branch to the "dev-janis" branch. That is too easy.

Before merging, we will implement a change in the "main" branch.

We switch to the "main" branch.

We rename the "INITIALS" column to "Initials".

Save. Stage. Check in. Push.

Let us remind ourselves that in the "dev-janis" branch, the INITIALS column is not renamed and the LAST_NAME column is - there should be no merge conflicts.

To merge the "dev-janis" branch into the "main" branch, we switch to the "main" branch. We click the "Merge" button.

We select the Merge branch to be "dev-janis" and click "Merge".

The Merge Strategy value applies to conflict resolution. In our simple case, there will be no merge conflicts so we leave the Strategy as Default.

After the merge, I could see moth the "INITIALS" and the "LAST_NAME" columns renamed - the merge worked perfectly!

Save. Stage. Check In. Push.

Well, how easy was that!? Anybody who has managed an OBIEE RPD multidev environment will the new Semantic Modeler.

Git and Semantic Modeler - Merge Conflict Resolution

At last we have come to merges that require conflict resolution - the worst nightmare of OBIEE RPD multidev projects. How does it work with OAC's Semantic Modeler?

Let us create a trivial change that will require conflict resolution - we will rename the same column differently in two branches and then will merge them. The default Git merge algorithm will not be able to perform an automatic 3-way merge.

We use our trusted Customers dimension, we select the "main" branch and change the column "DOB" name to "Date of Birth".

"main" branch:

Save. Stage. Check in. Push.

In the "dev-janis" branch, we rename the same "DOB" column to "DoB".

"dev-janis" branch:

To merge, we switch back to the "main" branch. (Pull if necessary.) As the branch to be merged with, we choose "dev-janis".

As for Merge Strategy, we have 3 options here: Default, Ours and Theirs. (In our example, Ours would be the "main" branch whereas Theirs would be the "dev-janis".) We can use the Ours and Theirs strategies if we are 100% certain in case of a conflict we should always prefer the one or the other branch. In most cases however, we want to see what the conflicts are before deciding upon the resolution, therefore I expect the Default Strategy will almost always be used. You can read more about Merge Strategies in OAC's documentation here.

We call the Merge command.

As expected, we get merge errors - two of them. (The reason there are two is because our Business Layer column names are automatically propagated to the Presentation Layer - hence we get two errors - one from Business Layer and the other from Presentation.)

We click on the first conflict. Lo and behold - we get a proper A/B conflict merge window that does a decent job at showing us the merge conflict. However, I did find it to be a bit buggy - the "Resolve Item" and "Resolve All" buttons only work when you click on their edges. Also the A and B version toggle buttons did not work at all for me.

However, I got it working by using the Take All buttons, which worked fine for me, since there was only a single conflict to resolve. I wanted the B version so I clicked the Take All button in the B frame and then clicked the Resolve Item button and then pressed Ctrl+S. That did the trick and the error disappeared from the Merge Conflicts list. The same I did with the Presentation Layer conflict. After that, there were no more Merge conflicts in the Merge frame and I got a message there: "Merge successful".

And successful it was. This is the end result - the Customer dimension in the "main" branch after a conflict-resolved merge.

Version control merge conflict resolution can be challenging. I recommend you read the Understand and Resolve Merge Conflicts chapter from the OAC documentation.

Conclusions

As of the time of this writing, version control features like change staging, checking in, push and pull, switching between branches, appear to be rock-solid. When it came to merging and in particular merge conflict resolution, the version control functionality appears a bit more capricious but it still worked for me.

Overall, Git support in Semantic Modeler looks well designed and will be a huge improvement over OBIEE RPD versioning.

If you want to run advanced queries against your repository content from Python, if you want to auto-generate Semantic Model content with scripts, version control with Git will enable that. And it will be easier than with OBIEE RPD.

Categories: BI & Warehousing

OAC Semantic Modeler and the SMML Language

Wed, 2022-09-14 05:28

There are a few reasons to like the Oracle Analytics Cloud (OAC) paired with the new Semantic Modeler:

  • It works in the cloud. I mean, it actually works. (Check my blog post for an overview of Semantic Modeler.)
  • It has a native, built in git integration. (A blog post about that is coming shortly.)
  • The SMML language.

The SMML, which is short for Semantic Modeler Markup Language, is my personal favourite feature coming with the new Semantic Modeler.

The old UDML and the new SMML

In the old days the only way to manipulate the OBIEE RPD content automatically was to export the RPD in UDML format, tweak it and then import it back. UDML was proprietary, undocumented and an utter nightmare to parse - content analysis was usually done with sophisticated regex and it did not work very well. The use of UDML was mostly "local" when you copy an RPD object into Notepad, tweak it and then copy it back into the RPD. That all changed with the XML export feature - parsing of the whole repository became feasible, almost easy. At Rittman Mead we have parsed the entire RPD content and inserted it into a relational database to make it available for further analysis like lineage or data dictionary. The XML export capability was a game changer. However, for individual RPD object manipulation we were still stuck with UDML.

In OAC and with the new Semantic Modeler, UDML is replaced with SMML. It is documented. It is JSON-based, which I usually prefer to XML. Instead of modifying UDML at our own risk, Semantic Modeler objects are available in SMML format from the Modeler itself - the Modeler features a SMML editor.

Editing SMML in Semantic Modeler

To easiest access to Semantic Modeler objects in SMML format is from the Modeler itself. You right-click a Modeller object, choose Open in SMML Editor from the pop-up menu and a new tab will open with the script.

However, this way you are accessing only one object at a time. (You cannot multi-select objects to have them in a single SMML editor view.) Moreover, when opening a high-level object like a Business Model, you will not get full SMMLs of its Logical Tables - you will have to open the SMML Editor for each Logical Table separately. Also, some low-level objects like Columns do not have their own SMML - when opening SMML Editor for a particular Column, you will get the SMML code for the whole Table.

Let us give it a try. We go to the Logical Layer, double-click the "Dim - Customers" Logical Table to open it in designer.

Now, right-click the same "Dim - Customers" table and open the SMML Editor from the menu. The two tabs will sit next to each other.

Let us change a dataType value from NUMERIC to VARCHAR:

To save the changes, we either press Ctrl+S or click the save icon in the top right corner. Now let us go back to the designer tab. We see that the data type in the designer has changed from '99' to 'ab' - without refreshing the designer we can see the change there. (Note that the same change cannot be done from the designer - data types are normally derived from the Physical sources, instead of specified explicitly.)

Can repository content be broken in SMML Editor? Let us try that by renaming a JSON key:

When trying to save it, I get this error:

No explanation, no line number. In this case, the save did not take place. I can either revert the change in the SMML Editor itself or I can close the Editor tab and choose to discard changes.

However, the way errors come up is inconsistent. For some errors, I would get this message:

When I choose to proceed (common sense says No but I'm doing this for you!), the Dim - Customers dimension disappears from the Business Model...

But it is not all lost. It is now found in the Invalid Files section.

Here I can open it and this time the row with the error is actually highlighted. I remove the unneeded commas that make the JSON invalid and save it.

However, the file is still in the Invalid Files section and still missing from the Business Model - I don't think that is how it is supposed to work. Perhaps I am missing a simple trick here but I could not find an easy way of moving the Customer dimension back to the Business Model. The best solution for me was to use the git reset command.

I will describe git integration in my next blog post.

The SMML editing works well but when you get it wrong, it does not do a good job at telling what and where the issue is. However, it does tell you there is an issue and when that happens, do not save it!

We have seen that SMML editing works well for individual objects. But how about a whole repository export and import?

Whole Repository SMML Export and Import

The documentation does not go into much detail on whole repository exports and imports. I found two ways of exporting the whole repository in SMML format and one for importing it.

The easiest way to export the whole Semantic Model is to open it in Modeler and then open the triple-dot menu from the top right corner.

There you can choose to Export and then specify the name of the Zip file.

Upon pressing Export, the zip file gets generated and your browser will download it. When unpacking the archive, this is what you see - (at least) three folders...

...with lots of JSON files in them - those are SMML scripts.

An alternative way of exporting the whole repository in SMML format is to upload it to a git repository. In git, the repository is stored in exactly the same format as the export zip file.

When the repository is in git, you can clone the repository locally and edit it with a text editor - it will be the same as with a zip export. However, when done, you can commit and push your changes back to the git repository and then pull the repository changes from Semantic Modeler - this is the only way I found to import the whole repository into Semantic Modeler.

Querying OAC Repository SMML Content with Python

Why do I love the SMML so much? Because it presents a great opportunity for repository content analysis and development acceleration.

Now that we have the entire OAC Repository exported in JSON format, we can use Python to query it or even modify its content. Python is very good at handling data in JSON format - it is much easier than XML.

Let us start with something simple - in Python we open the Customers dimension JSON to count columns in it:

import json

with open("D:\OAC-Semantic-Modeller\Repo\logical\HelloBusinessModel\Dim - Customers.json") as f:
    customerJson = json.load(f)

    print(f"Logical Table Name is {customerJson['logicalTable']['name']} and its type is {customerJson['logicalTable']['type']}.")

    logicalColumnNames = [lc['name'] for lc in customerJson['logicalTable']['logicalColumns']]
    print(f"The table has {len(logicalColumnNames)} columns:\n\t{', '.join(logicalColumnNames)}")

These are just a few lines of code and the output looks like this:

Note above that in the SMML JSON, the name attribute is a single attribute whereas logicalColumns is a list. In Python they become a single attribute and a list accordingly.

It would be easy to modify the above script to do the same for more than one table, to run the script regularly to keep track of table column changes...

However, it would be more useful to do queries across multiple repository objects. With a bit more effort, we can do that.

Let us set a task to get a list of all Logical Table Columns in the format <Logical Table name>.<Logical Column name> (<Logical Column data type>) but without opening each JSON individually like we did in the first script. Instead we want to load the whole repository in memory and then run our queries.

import json
import os
from functools import reduce

def getFileContent(filePath):
    with open(filePath) as f:
        return json.load(f)


def getFolderContent(folderPath):
    folderPaths = [{'name': f, 'path': os.path.join(folderPath, f)} for f in os.listdir(folderPath) if not os.path.isfile(os.path.join(folderPath, f))]
    filePaths   = [{'name': f, 'path': os.path.join(folderPath, f)} for f in os.listdir(folderPath) if os.path.isfile(os.path.join(folderPath, f))]

    folderContent = [{f['name']: getFolderContent(f['path'])} for f in folderPaths]
    fileContent = [{f['name']: getFileContent(f['path'])} for f in filePaths]

    return reduce(lambda a, b: {**a, **b}, folderContent + fileContent)


smmlRootPath = "D:\OAC-Semantic-Modeller\Repo"  # this is the root path to where I unzipped the SMML export
allRepositoryJson = getFolderContent(smmlRootPath)

# get all Logical Tables in the Repository
logicalTableNames = [lt['logicalTable']['name'] for lt in allRepositoryJson['logical']['HelloBusinessModel'].values()]
print(f"There are {len(logicalTableNames)} Logical Tables in the repository: {', '.join(logicalTableNames)}\n")

# get all Logical Table Columns
ltColumns = []
for ltName in logicalTableNames:
    ltColumns.extend([
        f"{ltName}.{lc['name']} ({lc['dataType']})"
         for lc in allRepositoryJson['logical']['HelloBusinessModel'][ltName + '.json']['logicalTable']['logicalColumns']
    ])

div = "\n\t * "
print(f"There are {len(ltColumns)} Columns found across {len(logicalTableNames)} Logical Tables:{div}{div.join(ltColumns)}")

The script is still quite simple and now allows us to run pretty much any query we can think of against the repository. The (top of the) output looks like this:

The new SMML language allows for a much easier repository content analysis and manipulation with Python - I expect that no big OAC project in the future will go without a Python developer. Development standards checks, change monitoring, development speed measurement, lineage tracing, repetitive repository content generation - these are just a few scripting opportunities that come to mind.

Conclusions
  • The SMML language is a major improvement over the OBIEE's UDML language;
  • It is a good way of quickly editing a repository object in a text editor;
  • Editing SMML is more dangerous than using the standard object designer. The SMML editor will give you warnings if you try to save something dodgy but you can break things;
  • Use Python to run repository-wide queries and updates. It is easier than it was with OBIEE's XML extracts;
  • If planning to use SMML editing extensively, enable git and follow best version control practices - if you do break something, make sure it is your own dev branch.
Categories: BI & Warehousing

Giving OAC Semantic Modeller a Try

Wed, 2022-07-13 09:41

Kids just love it when old folk go on about good old days. The particular good old days I have in mind is when Oracle CRM On Demand was released. Competition in the Cloud CRM space was tough but the Oracle product had one trick up its sleeve: its data analytics capability that set it apart from the competition. It was almost scary how well CRM worked in the cloud, and Cloud BI surely was just round the corner. A few years later (time seems to pass quicker as you get older), Oracle Analytics Cloud (OAC) gets released and we can safely say that Cloud BI works. The Semantic Modeller that has been made available for evaluation on May 2022 as part of OAC, is a big step towards Cloud BI not just working but working well.

At the time of this writing, Semantic Modeller is available for evaluation only, hence needs to be enabled from the Navigator menu > Console > System Settings > Preview Semantic Modeller.

Once enabled, we are ready to try it out, to see how it compares to the old ways.

From the Create menu we select Semantic Model and choose to start with an empty Model.

Let us call our Model 'HelloSemanticModel'. Once it is created, its high-level building blocks are available as icons just under the Model name:

  1. Connections,
  2. Physical Layer,
  3. Logical Layer,
  4. Presentation Layer,
  5. Variables,
  6. Invalid Files.

The names of items 2., 3. and 4. look familiar - indeed they are borrowed from the three Layers of the OBIEE's RPD.

Semantic Model's Physical Layer

Here we manage Databases that consist of Physical Schemas, Tables, Table Aliases and Joins between them - much like in the RPD's Physical Layer. Let us create a new Database - from the New menu we select Database.

Interestingly, the Physical Layer is not where physical database connections are defined - they are defined outside the Semantic Model. But Connections are visible in the Semantic Modeller's Connections view - this is where we select a FACT table and drag and drop it into our newly created Database's Tables view. Helpfully, it offers to import the DIMs that are joined to it in the physical database and even creates joins.

However, the joins created are of little use to us - our FACT_ORDER_LINE fact joins to the DIM_ADDRESS dimension in 3 ways: as Customer, Outlet and Staff Address. Just like in the RPD, we fix that by using Table Aliases.

After creating Aliases for all Physical Tables, I was about to create Joins between them and then I saw this:

Columns in all my Physical Tables had been duplicated. Why? Because most of my Aliases were named the same as their base Physical Tables, the only difference being UPPER_CASE replaced with Camel_Case. It turns out, Semantic Modeller's name uniqueness checker is case sensitive whereas further down the line the case is ignored. The best way I found to fix this was to scrap and re-create the Semantic Model, while reminding myself this is just a preview.

After re-creating the Model and using proper naming for Aliases, the issue was fixed.

Before moving on to the next Layer, let us have a look at the Connection Pool tab. Instead of defining a connection from start to finish like in the RPD, here you select it from a drop-down and provide a bit of additional info like Timeout and DB Writeback.

Semantic Model's Logical Layer

Semantic Model's Logical Layer does the same job as the RPD's BMM Layer. Here, as expected, we turn Physical Database Tables into Facts and Dimensions and define Logical Joins between them. Lookup Tables don't get to hang out with the cool guys - they are separated from Facts and Dimensions in a different tab.

Do you notice something missing? That's right - no dimension hierarchies! That is because they are now part of the Dimension tables, which makes sense.

First we import the Fact table. Then the Dimensions. Helpfully, the dimensions that the Fact table can physically be joined with, are already pre-selected.

After importing the Dimensions, we want to define their Hierarchies.  To do that, we have to right-click on each and choose Edit from the menu.

Then we go straight to the Hierarchy tab and define a Dimensional Hierarchy in a manner very similar to RPD.

Grand total:

Detail:

It looks very similar to RPD so we feel right at home here. (To build an entire Model in a single blog post, we rush forward without exploring the detail.)

Now that dimensional hierarchies are defined, we want to set dimensional levels for our Fact Source. We right-click our Fact table and choose Edit from menu.

We scroll down the Sources tab and, unsurprisingly, we find Data Granularity section. Setting dimensional levels here is nicer than in the RPD's Admin Tool - kids have it so easy these days!

Before we move on to the next Layer, let us have a look at Attribute expressions. We create a Full Name attribute for the Dim - Customers dimension as a concatenation of First and Last Names.

Notice the Aggregation Rule option here, relevant for facts.

Semantic Model's Presentation Layer

Not much going on here - we create a Subject Area...

... and add tables to it.

All done!  Well, almost. Just like in the Admin Tool, we want to check consistency.

Is Cloud BI the Future?

It has been a long wait but now it looks like it! Whilst not perfectly stable and production-ready, using the Semantic Modeller is a good experience. In this blog post we went through the creation of a very simple dimensional model. I did not mention the very promising lineage visualisation capability that the Semantic Modeller now offers, the new and much nicer SMML language instead of the old UDML language of the OBIEE's RPD, Git support. But those are so exciting they deserve their own blog posts. The future looks bright for Cloud BI. Back in the day when we worked with Siebel Analytics, we could only dream of...

Categories: BI & Warehousing

Oracle APEX - Basic Business Questions

Tue, 2022-07-05 04:16
Oracle APEX - Basic Business Questions

It could be the case that you have heard of Oracle APEX lately. Maybe not just once, but a couple of times and maybe more often than ever before. We I will try to answer a couple of basic questions in this blog, that might help you understand why Oracle APEX is great and is becoming very popular.

What is Oracle APEX? What is Oracle APEX used for? What is Oracle ORDS? is Oracle APEX free? How popular is Oracle APEX? Is Oracle APEX low-code or no-code? How can I learn Oracle APEX?

If you are still doubting Application Express super powers, this blog might help you clarify.

What is Oracle APEX?

Oracle Application Express (APEX) is a low-cost, easy-to-use development environment that enables you to create sophisticated, database-driven applications. With APEX, you can quickly develop applications that run on the Oracle Database.

APEX enables you to develop and deploy web-based applications on the Oracle Database. It includes an IDE with a set of tools to accelerate the development process. APEX is fully supported and comes with a set of sample applications.

What is Oracle APEX used for?

APEX is the perfect tool for creating small, departmental applications, prototyping new ideas or even creating large enterprise applications. Given that it follows the latest web standards, it makes it simple to create any type of application that can be handled by your browser.

Some common use cases for Oracle Apex include:

  • Opportunistic Apps
  • Spreadsheet Replacement
  • Oracle Forms Modernization
  • External Data Sharing
  • Datamart Reporting
  • Enterprise-scale Apps
  • SaaS and EBS Extensions
Is Oracle APEX free?

I would like to say NO to this question, as the price seems to be one of the key factors in APEX's unpopularity a couple of years ago. Free things are not very welcomed in enterprises. But... YES, Oracle Application Express (APEX) is free. It is a fully supported no-cost feature of the Oracle Database. It can run as well in the free version of the database (XE).

How popular is Oracle APEX?

There is no definitive answer to this question as popularity is subjective. However, a quick Google search shows that there are many articles and blog posts discussing the popularity of Oracle APEX. For some real examples, you can check this site or contact us for a demo :). Maybe checking this post from Oracle is worth it.

Is Oracle APEX low-code or no-code?

Oracle APEX can be considered low-code as it allows users to develop applications without writing extensive amounts of code. As Oracle said:

Build enterprise apps 20x faster with 100x less code.

but I believe the good thing is, that you can execute any PL/SQL logic or reuse any views that you have already in your database.

How can I learn Oracle APEX?

Generally speaking, if you know SQL and PL/SQL, you might be halfway there. Add some Web technologies knowledge (HTTP, HTML, CSS, JS, etc.) and you will be able to deploy your first app in no time.

There are a few ways that you can learn Oracle APEX:

  • Take an Oracle APEX training course. Contact our training department if need help with that.
  • Read the Oracle APEX documentation.
  • Download the Oracle APEX development environment from the Oracle website and build some sample applications.
  • Attend some of the many Oracle APEX community events.
What is Oracle ORDS?

Oracle ORDS (Oracle Rest Data Services) is a tool that allows developers to quickly create RESTful API endpoints for data stored in an Oracle database.

ORDS can be used with any Oracle database and makes it easy to build RESTful services that expose the data in the database.

In the APEX case, is the middle-tier platform that allows a client (browsers) to reach APEX scripts to receive data back from the database (an HTML document to be rendered for example).

Categories: BI & Warehousing

Oracle Analytics Summit 2022

Wed, 2022-06-22 03:41

Last week I attended the second Oracle Analytics Summit at Skywalker Ranch.

The last Summit was in 2019 and attended by Jon Mead and he summarised the experience here.

The purpose of the event is unchanged, and the idea is to showcase the current analytics products and services and more importantly, get feedback from analytics customers and partners on future developments and strategy.

It was clear during the event lots had changed since 2019 and the initiative has really started to pay off, Oracle was named as visionary in the 2022 Gartner magic quadrant for analytics and Business Intelligence Platforms for the third year in a row.  Rittman Mead has certainly seen an uptake of OAC/OAS and positive customer feedback.

The event started well with a recorded opening keynote and two customer success stories. MTN being one of them. We have been working with MTN for the last five years.

The core workshops over the two days focused on three main areas:

1.     Analytics (OAC/OAS)

2.     Oracle Applications and Fusion Analytics Workspace (FAW)

3.     Data

One of the highlights for me was a couple of talks around storytelling by James Richardson.  James used to work for Gartner and is now at Oracle. He continues to look at data storytelling and how this is expected to dominate business intelligence in the future, specifically now with Oracle.

The biggest change to OAC is the introduction of web-based semantic modelling tool. This will absolutely revolutionise the way we build semantic models in OAC. I’m sure most of the readers know or have come across the OBIEE Admin tool and RPD.

The Oracle BI Repository (RPD file) stores BI Server metadata. The metadata defines logical schemas, physical schemas, physical-to-logical mappings, aggregate table navigation, and other constructs. You can edit Oracle BI repositories using the Oracle BI Administration Tool.”

The challenge with the RPD has always been how to do multiuser development (MUD). The RPD is a single binary object and unless you edit in online mode (not advisable) it’s hard to version changes (Enabling OBIEE Concurrent development). The new semantic layer has been completely re-engineered to the latest software engineering practices thanks to the leadership of Bret Grinslade and team.  The User Interface (UI) looks modern, and you can use the UI or code directly in Semantic Model Markup Language (SMML). The lineage tool presents well. Keep an eye out for  upcoming blogs from our team on the subject as we start testing its current capabilities.

“The current version supports relations objects modelling. Essbase and OLAP are not available, and the tool is only for OAC. The traditional Admin tool will be here for a while.”

In addition there are continued improvements to OAC, focusing on AI/ML and natural language processing.

There is a continued drive to enhance Fusion Analytics Warehouse (FAW) for Fusion application users.  Additional external pipelines include SalesForce and EBS as examples.

Summary

There is a continued commitment to supporting customers and building a strong analytics community. The event was certainly filled with thought leaders in the area and hearing about customer experiences gave useful insight and feedback to Oracle product teams and partners.

Look out for our blogs on the new semantic layer and our experiences with FAW.

Customers I spoke to during the event were struggling to increase their users’ adoption of new analytics capabilities. Same reports, different platform. If you are struggling with user adoption, let us know.We have an excellent team of consultants and we have a user engagement service that helps to identify why users aren’t engaged with the reporting tools.

Categories: BI & Warehousing

Tracing Data Lineage from Source Column to End User

Thu, 2022-06-16 05:46

A while ago I blogged about our Lineage Tool, which back then was limited to diving into the ODI Work Repository and emerging from it with source-to-target data flow diagrams. The task at hand was simple and the design straightforward: show Source and Target database entities and connect them with arrows representing the ELT logic in ODI Mappings. The hierarchy to use to drill down from summary to detail was quite natural: ODI Environment > ODI Model > Datastore (Table) > Attribute (Column).

ODI Environment ODI Lineage Demo

This 4-level hierarchy works very well with ODI. Here is a view at the Table level:(Similarly we can have views at the Model or the Environment level.)

Demo ODI Environment

However, there was a temptation to add more to the lineage: OBIEE (OAS/OAC) RPD and Web Catalog lend themselves nicely to lineage analysis. In fact, in the case of these two, Oracle allows us to generate lineage reports from the Model Administration Tool and Catalog Manager respectively.

Starting with RPD's Physical Model, we have very similar entities there: Physical Tables and their Aliases have Columns. Tables are grouped into Physical Schemas, which in turn are part of Databases. It looks like we have one more hierarchy level here: OBIEE Environment > Database > Physical Schema > Physical Table / Alias > Column. We could acknowledge that different lineage analysis sources will have different hierarchies with their own number of hierarchy levels. However, we also want to see the entire lineage across ODI and OBIEE at a certain hierarchy level - showing ODI lineage at a Column level and OBIEE lineage at a Table level will not work very well. Therefore we had to force all hierarchies to conform to 4 hierarchy levels. Here is the OBIEE RPD Physical Layer:

OBIEE RPD Test Environment Database

We have 4 hierarchy levels instead of 5 - Environment and Database are squeezed into a single level.

Notice Physical Tables on the left and their Aliases on the right - table and view aliasing naturally becomes part of the lineage flow.

Further down the lineage line, we have the OBIEE Presentation Layer - we can keep the Lineage more compact by hiding the BMM Layer by going from Physical straight to Presentation. Controversial? Yes, we do not always want as much detail in a diagram as possible. Just like our ODI lineage diagram that shows only Source and Target tables, hiding the inner workings of the ODI Mapping.

OBIEE RPD enviroment Drmo RPD

Here we have Presentation Tables and their Columns, Subject Area (SA) instead of a Schema, OBIEE RPD Environment at the top. This time there is no need to an extra hierarchy level, but we add (Presentation)  after the Environment name to better distinguish it from the Physical Layer.

Adding OBIEE Web Catalog to our Lineage is no harder than adding the RPD.

Obiee web cat environment

This time it seems we only really need 3 hierarchy levels: OBIEE Environment > Analysis (Report) > Report Column. However, we can introduce Catalog Folders to the hierarchy to stand at the Schema level.

As we can see, conforming to the 4-level hierarchy can be artificial in some cases, but overall the lineage makes sense and, importantly,  we can easily switch between the 4 hierarchy levels to get summary or detailed views, drill down Schemas, Tables and Columns to get a filtered view of those entities.

But does the Lineage end at the BI Report? It depends on what we want to call Lineage. We can argue that the end point of our lineage is not the Report but the BI User. Getting Usage Adoption data from OBIEE is easy, assuming that Usage Adoption data gathering is enabled. But can we fit UA data into our lineage, and make it conform to the 4-level hierarchy?

OBIEE UA Envionment

It is a stretch but yes, we can. Let us note that Usage Adoption is the first lineage source that does not have the concept of a Column and a collection of Columns (e.g. table or report). I chose to assign the user name to the table hierarchy level - because the table and the column hierarchy levels are probably going to be the two most frequently used and I do not want the user to be available at the finest level only. In the example above, the finest detail is Report Access Date. In a Production system that has been used for a few years, it would be substituted with Month or Quarter.

The end result is one large diagram that goes from the source table and column all the way to the BI User accessing that data in a report.

Data lineage tool mappings

In the diagram, we can select a source column, say, SRC_PRODUCT.PRICE and see which users have accessed reports with Product Price in it. If the column data is deemed sensitive, we can do security audits by using this Lineage diagram. We can see if a certain source Table or Column is currently being used in BI reports and also if those reports are actually being used. We can start our analysis from the other end as well, by selecting a user and seeing what source table and column data that user is or is not accessing.

As of now, the Rittman Mead's Lineage Tool is capable of tracing and visualising data lineage starting with the ODI Mapping's Source Datastore Column and ending with the OBIEE User. The Lineage Tool is constantly evolving and there is still much we want to add to it. The journey so far has been interesting and I am sure we will revisit the compromises we have made to make the many lineage data sources fit together in a coherent hierarchy in a single end-to-end lineage.

Interested in finding out more about the Lineage Tool, contact us.

Categories: BI & Warehousing

OAS / DV & HR Reporting (A Learning Experience Part 2)

Tue, 2022-06-07 03:04
OAS / DV & HR Reporting                  (A Learning Experience Part 2)

Until recently as a relative newbie to Oracle Analytics Server (OAS) and Oracle Data Visualisation (DV) myself, I was keen to share with you this learning experience.  

If you are a HR professional, or you work supporting HR with data and reports, this blog is aimed at you. My intention was, that you could use these two blogs (part 1 and part 2) as a guide to get your own local working OAS copy. You could also load in your own HR data into the system to make the experience more relatable. You could start working with HR data and quickly create some HR data visualisation reports. You could begin to build a business case for moving any current OBIEE system to OAS based on your findings. Even if you don't use OBIEE, OAS may well be worth a look.  

This is not a sales pitch for OAS, more to show how you can get OAS up and running with some HR data and make up your own mind about it. You can also to use the system to engage with others who may be interested. In addition the content should freely available to you if you have My Oracle Support.

Firstly as a recap, in Part 1 of this blog, I created a stand alone Oracle database and OAS system using Docker. I connected my local OAS instance to an Oracle database which contained an Oracle HR sample schema. Using the HR schema, I created an OAS HR dataset. I then used the HR dataset (the actual data!) to create some Basic HR visualisations (reports!). In Part 1 of the blog I focused on the newer business intelligence Data visualisation tools and data self-serve facility OAS (akin to Microsoft Power BI Desktop).

Hopefully if all that makes sense, so far so good!

Is this blog (Part 2) I am going old school. What if I want to leverage my existing HR OBIEE developments and recreate / migrate my existing BI subject areas to OAS and write the BI reports in OAS with the same interface OBIEE uses. What if i want to move my current HR BI Publisher reports into OAS? In addition what if i want to mix and match all the visualisations and BI reports in OAS.  DV/Classic BI/BI Publisher etc on a BI Dashboard.

Can I do all of this?  

Answer: Yes

In this blog are the the steps I took to prove it.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)A mix of OAS Classic Views (OBIEE) and OAS Data Visualisation views on the HR Dataset. Rendered in OAS classic dashboard.

Firstly, how can I re-use an existing OBIEE schema and data in OAS?

The HR professionals my be less interested in the BI technical side might glaze over in this part of the blog! however, they will be interested in knowing if they have existing BI reports, these are going to transition and work fine in OAS with the minimum of fuss. Assuming I already use OBIEE, and have already have my HR subject areas set up. How do I get these into OAS so I can report on it?

Maybe I want to create new OAS visuals using this HR subject area to get some additional functionality thrown in for the effort involved.    

OAS / DV & HR Reporting                  (A Learning Experience Part 2)HR subject area in OAS Repository

1) My existing OBIEE repository is currently working against a local OBIEE 12c install and local Oracle database instance I created a while ago. We have already used this same HR Oracle sample schema in Part 1 of the blog to create visualisations in OAS. It would be interesting to see once I get the HR subject area working in OAS and write the reports that they reconcile back to the OAS reports that i created in Part 1 of the blog! after all I don't want to remodel the data again thats the point of doing this exercise and the same may be the case for you if you are thinking of a move from OBIEE to OAS.

Firstly I needed to get hold of the OAS repository from the OAS server copied locally. Then I can edit it with the BI Administration tool and add in the HR schema from my existing OBIEE repository.

To get access to the OAS642 container in docker

Docker exec -it oas642 bash  

Then cd /opt/oracle/config/domains/bi/bitools/bin

Run the datamodel download script to get hold of the OAS repository.

 ./datamodel.sh downloadrpd -O /home/oracle/oas642.rpd -W Admin123 -SI ssi -U weblogic -P Admin123

Now I can locate oas642.rpd in home/oracle.

I renamed the original OAS repository before I made any changes to it just so I retained an original copy locally.

mv oas642.rpd oas642orig.rpd

2) Next I edited the oas642 repository in the BI Administration tool to add in the HR physical/logical and presentation layer of the HR Subject Area. OK so here I had a slight issue in that my local BI Admin tool could not open the OAS repository as it complained it was a newer version than the local client BI Admin tool. I installed a newer BI client version using setup_bi_client-12.2.1.3.0-win64.exe and I installed this in windows 8 in compatibility mode.  I am using windows 10 and if I didn't do this, the BI admin tool would not work!

I cut and pasted the physical/logical and presentation layer between one session of the BI Admin tool (one OBIEE repository the other the OAS repository). There are other ways to get the the HR Subject Area into the OAS repository (repository merge etc) but, for now, I wanted to keep things simple. Once the elements were copied over I ran a consistency check on the OAS repository and made sure there were no errors with the copied HR subject area.

I changed the HR database connection pool to point to my docker container oracle database rather than my local database instance (the HR sample schema and data is identical in both databases). Note the Data source name IP in image below is the docker container IP for OAS (as identified in part 1 of this blog) not my local machine IP.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)OAS Repository Data source name re-pointed to docker database container IP.

3) Next step was to upload the updated OAS repository with the HR subject area to the Docker OAS server container.

To upload the OAS repository from the directory /opt/oracle/config/domains/bi/bitools/bin

./datamodel.sh uploadrpd -i /home/oracle/oas642.rpd -si ssi -u weblogic -p Admin123

Message returned on command line was 'RPD upload completed successfully'.        

4) In OAS I navigated to the Datasets menu, and saw a new Dataset 'HR'.                        The purple box icon (below) denotes this is a OAS subject area.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)HR Dataset which is the HR Subject Area.

I clicked on the icon and I can begin to build OAS visualisations using the HR Subject area. I could see the dimension folders and the HR Fact folder which all looked familiar.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)HR Subject Area now in OAS. Select columns to start building.

In addition to the complete HR subject area, I also created another Dataset called 'HR Local Subject Area' based on a subset of the complete HR subject area. Why do this? I wanted to see if i could cherry pick elements of the HR subject area just to include the columns I needed to replicate the OAS visualisations that I created in Part 1 of the blog (which were written directly against the database). This process helps simply the report writing. Not so much required for this small HR subject area used in the examples, but, in the real world often very large subject areas get confusing to users who don't know which dimensions to use and they only need certain elements of the data. Also they may not be permitted to see all the data elements. You can tailor the dataset to a specific set of requirements and add other calculated columns if required at this stage.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)Creating a Dataset subset of the HR Subject Area for a specific requirement

5) OK so now to create the visualisations in OAS against the HR local Subject Area Dataset!

OAS / DV & HR Reporting                  (A Learning Experience Part 2)Note:Two Datasets (top left) and The active tab writing against the HR Local SA Dataset

This was pretty straight forward to do, there were a couple of issues with data types but nothing that didn't take more that a couple of minutes to fix. The main thing was the data reconciled exactly to the visualisations written against the database connection which gave confidence that the move from the OBIEE repository to the OAS repository was successful.

6) What if I want to present the OAS data visuals on a BI Dashboard and also write some additional reports the old fashioned OBIEE way. Then combine these on a Dashboard.

I click on Open Classic home

OAS / DV & HR Reporting                  (A Learning Experience Part 2)

I go to My Dashboard and Edit. I drag my DV workbook into the dashboard and as I have two OAS canvas, I choose display canvas1 (show view) this was the Oracle database connection visuals. Note Canvas2 was the HR Subject Area visuals I just created.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)Presenting the Data Visualisations on a Dashboard

I also added in a logo. I saved My Dashboard and had a look at it.

Quite happy with that view!

OAS / DV & HR Reporting                  (A Learning Experience Part 2)OAS Data visualisations on a BI classic Dashboard.

For the new BI Classic content, I clicked on create and choose Analysis.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)

With the Criteria tab I could now create my OBIEE reports with the familiar interface using the HR Subject Area.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)This all looks very familiar!

I knocked together a quick report. Note I could have also used the HR Local Subject Area Dataset I created to write the analysis.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)

I added the new Analysis to my dashboard and combined with the OAS Data visualisations to get this view (below).

Again I was pretty happy with that view.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)

7) Finally, I wanted to create a couple of basic BI Publisher reports in OAS as a way of proving I could migrate HR BI Publisher content to OAS should I wish.

In OAS I created a BIP Data Source connection to the HR schema database so I could get to the data.

For this I needed to go into Administration page of BI Publisher in OAS and create a new JDBC connection.

OAS / DV & HR Reporting                  (A Learning Experience Part 2)Oracle HR JDBC Connection created (second in list above). 

Then I created my data model, in this case with a bit of SQL (below). I also used the HR subject area to create another BI publisher HR salary report as its useful to be able to demonstrate both methods .

OAS / DV & HR Reporting                  (A Learning Experience Part 2)Basic BIP Data Model on HR Schema in Oracle Database 

Once I wrote my reports using the BI Publisher report interface, I presented them with my other Classic views on a BI dashboard.

Job done!

OAS / DV & HR Reporting                  (A Learning Experience Part 2)Example of OBIEE and BI Publisher views in OAS Classic 

Conclusion

During this exercise the penny dropped regarding OAS.  

I have worked in organisations where certain departments felt trapped into the traditional approach taken to BI. Basically that BI is a technical product that should be administered directly from IT (obviously this may be less relevant to you if you have already moved away from this model).

Essentially OAS moves you to a platform where you can start to involve users from the business and get them fully engaged in preparing and curating data through to writing visuals and reports. Once connections to data sources are set up a certain level of ownership of data and reporting can be passed over to the business from IT OAS also gives the business users the chance to create their own datasets based on data they may have in 3rd party systems or spreadsheets. Working alongside other departments in the business, all which have similar aspirations and requirements for data, then OAS has an enterprise ready feel to it.      

As well as the OAS Data visuals and interface it was reassuring to see that you could continue with the older BI technology and re-use content and Subject Areas/reports from OBIEE, also BI Publisher data models/reports should you have these.

In the real world with OAS, I can see HR departments sticking to having certain more complex HR reporting datasets written for them by more technical people in the OAS stack, but, certainly the flexibility is there to have one or two people within the HR department creating OAS datasets and visuals with complete autonomy. These individuals could also have SQL skills and work with the OAS Administrator to fast track content into the system. The OAS Administrator for HR content could also sit within the HR department. A blended approach is always the best in my opinion.

As a real world example, it's worth mentioning, I am currently working for a Rittman Mead client who are moving a number of on premise OBIEE repositories to OAS in the cloud (migrating to one consolidated OAS repository).  Phase 1 of the project involves replicating and enhancing current OBIEE dashboard and analytics in OAS classic. This phase of the project is being handled by a team specifically set up for this purpose. Phase 2 of the project is to push out the OAS Data Visualisation tool for adoption by business users, who will be trained to create and design datasets and workbooks. In addition the business unit users will receive training to maintain and develop further OAS analytics and dashboards in OAS classic. This is to help facilitate a move to a user reporting self serve model out in the business from the old central IT report writing model.

With Microsoft Power BI Desktop and similar products increasingly being requested by business users that have got tired of waiting for an overstretched IT to address reporting issues,  It certainly might be worth looking at OAS as a candidate solution into the mix.  

Overall, personally I found this a useful practical learning experience. I hope you may have gained something too, and, if you stuck with it this far then thanks for reading.

Categories: BI & Warehousing

A quick way of generating Informatica PowerCenter Mappings from a template

Mon, 2022-05-16 04:52
Generating Informatica PowerCenter Content - the Options

In our blogs we have discussed the options for Oracle Data Integrator (ODI) content generation here and here. Our go-to method is to use the ODI Java SDK, which allows querying, manipulating and generating new ODI content.

Can we do the same with Informatica PowerCenter? In the older PC versions there was the Design API that enabled browsing the repository and creating new content. However, I have never used it. My impression is that Oracle APIs are more accessible than Informatica APIs in terms of documentation, help available online and availability for download and tryout.
If we want to browse the PowerCenter repository content, there is an easy way - query the repository database. But what about content generation? Who will be brave or foolish enough to insert records directly into a repository database!? Fortunately, there is a way, and a fairly easy one, if you don't mind doing a bit of Python scripting.

Generate PowerCenter Mappings - an Overview

Selective Informatica PC repository migrations are done via XML export and import - it is easy and mostly fool-proof. If we can generate XMLs for import, then we have found a way of auto-generating PowerCenter content. Informatica seems to support this approach by giving us nice, descriptive error messages if something is wrong with import XMLs. Only completely valid XMLs will import successfully. I have never managed to corrupt my Informatica repository with a dodgy XML import.

Let us look at an example - we need to extract a large number of OLTP tables to a Staging schema. The source and staging tables have very similar structures, except the staging tables have MD5 codes based on all non-key source fields to simplify change data capture (CDC) and also have the extract datetime.

  1. We start by creating a single mapping in Designer, test it, make sure we are 100% happy with it before proceeding further;
  2. We export the mapping in XML format and in the XML file we replace anything unique to the source and target table and their fields with placeholder tags: [[EXAMPLE_TAG]]. (See the XML template example further down.)
  3. Before we generate XMLs for all needed mappings, we need to import Source and Target table definitions from the databases. (We could, if we wanted, generate Source and Target XMLs ourselves but PC Designer allows us to import tables in bulk, which is quicker and easer than generating the XMLs.)
  4. We export all Sources into a single XML file, e.g. sources.xml. Same with all the Targets - they go into targets.xml. (You can select multiple objects and export in a single XML in Repository Manager.) The Source XML file will serve as a driver for our Mapping generation - all Source tables in the sources.xml file will have a Mapping generated for them.
  5. We run a script that iterates through all source tables in the source XML, looks up its target in the targets XML and generates a mapping XML. (See the Python script example further down.) Note that both the Source and Target XML become part of the Mapping XML.
  6. We import the mapping XMLs. If we import manually via the Designer, we still save time in comparison to implementing the mappings in Designer one by one. But we can script the imports, thus getting both the generation and import done in minutes, by creating an XML Control File as described here.
Scripting Informatica PowerCenter Mapping generation

A further improvement to the above would be reusable Session generation. We can generate Sessions in the very same manner as we generate Mappings.

The Implementation

An example XML template for a simple Source-to-Staging mapping that includes Source, Source Qualifier, Expression and Target:

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE POWERMART SYSTEM "powrmart.dtd">
<POWERMART CREATION_DATE="05/26/2021 11:55:12" REPOSITORY_VERSION="188.97">
<REPOSITORY NAME="DemoETL" VERSION="188" CODEPAGE="UTF-8" DATABASETYPE="Oracle">
<FOLDER NAME="Extract" GROUP="" OWNER="Developer" SHARED="NOTSHARED" DESCRIPTION="" PERMISSIONS="rwx---r--" UUID="55321111-2222-4929-9fdc-bd0dfw245cd3">

    [[SOURCE]]
	
    [[TARGET]]
	
    <MAPPING DESCRIPTION ="[[MAPPING_DESCRIPTION]]" ISVALID ="YES" NAME ="[[MAPPING_NAME]]" OBJECTVERSION ="1" VERSIONNUMBER ="2">
	
        <TRANSFORMATION DESCRIPTION ="" NAME ="SQ_EXTRACT" OBJECTVERSION ="1" REUSABLE ="NO" TYPE ="Source Qualifier" VERSIONNUMBER ="1">
            [[SQ_TRANSFORMFIELDS]]
            <TABLEATTRIBUTE NAME ="Sql Query" VALUE =""/>
            <TABLEATTRIBUTE NAME ="User Defined Join" VALUE =""/>
            <TABLEATTRIBUTE NAME ="Source Filter" VALUE =""/>
            <TABLEATTRIBUTE NAME ="Number Of Sorted Ports" VALUE ="0"/>
            <TABLEATTRIBUTE NAME ="Tracing Level" VALUE ="Normal"/>
            <TABLEATTRIBUTE NAME ="Select Distinct" VALUE ="NO"/>
            <TABLEATTRIBUTE NAME ="Is Partitionable" VALUE ="NO"/>
            <TABLEATTRIBUTE NAME ="Pre SQL" VALUE =""/>
            <TABLEATTRIBUTE NAME ="Post SQL" VALUE =""/>
            <TABLEATTRIBUTE NAME ="Output is deterministic" VALUE ="NO"/>
            <TABLEATTRIBUTE NAME ="Output is repeatable" VALUE ="Never"/>
        </TRANSFORMATION>
		
        <TRANSFORMATION DESCRIPTION ="" NAME ="EXPTRANS" OBJECTVERSION ="1" REUSABLE ="NO" TYPE ="Expression" VERSIONNUMBER ="2">
            [[EXP_TRANSFORMFIELDS]]
            <TRANSFORMFIELD DATATYPE ="nstring" DEFAULTVALUE ="ERROR(&apos;transformation error&apos;)" DESCRIPTION ="" EXPRESSION ="[[MD5_EXPRESSION]]" EXPRESSIONTYPE ="GENERAL" NAME ="CDC_MD5" PICTURETEXT ="" PORTTYPE ="OUTPUT" PRECISION ="32" SCALE ="0"/>
            <TRANSFORMFIELD DATATYPE ="date/time" DEFAULTVALUE ="ERROR(&apos;transformation error&apos;)" DESCRIPTION ="" EXPRESSION ="SYSTIMESTAMP()" EXPRESSIONTYPE ="GENERAL" NAME ="EXTRACT_DATE" PICTURETEXT ="" PORTTYPE ="OUTPUT" PRECISION ="29" SCALE ="9"/>
            <TABLEATTRIBUTE NAME ="Tracing Level" VALUE ="Normal"/>
        </TRANSFORMATION>

        [[SOURCE_INSTANCE]]
		
        <INSTANCE DESCRIPTION ="" NAME ="SQ_EXTRACT" REUSABLE ="NO" TRANSFORMATION_NAME ="SQ_EXTRACT" TRANSFORMATION_TYPE ="Source Qualifier" TYPE ="TRANSFORMATION">
            <ASSOCIATED_SOURCE_INSTANCE NAME ="[[SOURCE_INSTANCE_NAME]]"/>
        </INSTANCE>
		
        <INSTANCE DESCRIPTION ="" NAME ="EXPTRANS" REUSABLE ="NO" TRANSFORMATION_NAME ="EXPTRANS" TRANSFORMATION_TYPE ="Expression" TYPE ="TRANSFORMATION"/>
		
        [[TARGET_INSTANCE]]

        [[SRC_2_SQ_CONNECTORS]]

        [[SQ_2_EXP_CONNECTORS]]

        [[EXP_2_TGT_CONNECTORS]]

        <CONNECTOR FROMFIELD ="CDC_MD5" FROMINSTANCE ="EXPTRANS" FROMINSTANCETYPE ="Expression" TOFIELD ="CDC_MD5" TOINSTANCE ="[[TARGET_INSTANCE_NAME]]" TOINSTANCETYPE ="Target Definition"/>
        <CONNECTOR FROMFIELD ="EXTRACT_DATE" FROMINSTANCE ="EXPTRANS" FROMINSTANCETYPE ="Expression" TOFIELD ="EXTRACT_DATE" TOINSTANCE ="[[TARGET_INSTANCE_NAME]]" TOINSTANCETYPE ="Target Definition"/>

        <TARGETLOADORDER ORDER ="1" TARGETINSTANCE ="[[TARGET_INSTANCE_NAME]]"/>

        <ERPINFO/>
        <METADATAEXTENSION COMPONENTVERSION ="1000000" DATATYPE ="STRING" DESCRIPTION ="" DOMAINNAME ="User Defined Metadata Domain" ISCLIENTEDITABLE ="YES" ISCLIENTVISIBLE ="YES" ISREUSABLE ="YES" ISSHAREREAD ="NO" ISSHAREWRITE ="NO" MAXLENGTH ="256" NAME ="Extension" VALUE ="" VENDORNAME ="INFORMATICA"/>
    </MAPPING>
</FOLDER>
</REPOSITORY>
</POWERMART>

Python script snippets for generating Mapping XMLs based on the above template:

  1. To translate database types to Informatica data types:
mapDataTypeDict = {
	"nvarchar": "nstring",
	"date": "date/time",
	"timestamp": "date/time",
	"number": "decimal",
	"bit": "nstring"
}

2. Set up a dictionary of tags:

xmlReplacer = {
	"[[SOURCE]]": "",
	"[[TARGET]]": "",
	"[[MAPPING_DESCRIPTION]]": "",
	"[[MAPPING_NAME]]": "",
	"[[SQ_TRANSFORMFIELDS]]": "",
	"[[EXP_TRANSFORMFIELDS]]": "",
	"[[MD5_EXPRESSION]]": "",
	"[[SOURCE_INSTANCE]]": "",
	"[[SOURCE_INSTANCE_NAME]]": "",
	"[[TARGET_INSTANCE]]": "",
	"[[TARGET_INSTANCE_NAME]]": "",
	"[[SRC_2_SQ_CONNECTORS]]": "",
	"[[SQ_2_EXP_CONNECTORS]]": "",
	"[[EXP_2_TGT_CONNECTORS]]": ""
}

3. We use the Source tables we extracted in a single XML file as our driver for Mapping creation:

sourceXmlFilePath = '.\\sources.xml'

# go down the XML tree to individual Sources
sourceTree = ET.parse(sourceXmlFilePath)
sourcePowerMart = sourceTree.getroot()
sourceRepository = list(sourcePowerMart)[0]
sourceFolder = list(sourceRepository)[0]

for xmlSource in sourceFolder:
	# generate a Mapping for each Source
    
    # We also need to go down the Field level:    
    for sourceField in xmlSource:
    	# field level operations

4. Generate tag values. This particular example is of a Column-level tag, a column connector between Source Qualifier and Expression:

sqToExpConnectorTag = f'<CONNECTOR FROMFIELD ="{columnName}" FROMINSTANCE ="SQ_EXTRACT" FROMINSTANCETYPE ="Source Qualifier" TOFIELD ="{columnName}" TOINSTANCE ="EXPTRANS" TOINSTANCETYPE ="Expression"/>'

5. We assign our tag values to the tag dictionary entries:

xmlReplacer["[[SQ_2_EXP_CONNECTORS]]"] = '\n'.join(sqToExpConnectors)

6. We replace the tags in the XML Template with the values from the dictionary:

for replaceTag in xmlReplacer.keys():
	mappingXml = mappingXml.replace(replaceTag, xmlReplacer[replaceTag])

Interested in finding out more about our approach to generating Informatica content, contact us.

Categories: BI & Warehousing

Analyzing Brand Reputation with Oracle Analytics

Wed, 2022-05-11 04:00

When Italy used to qualify for the FIFA World Cup, I was a big fan of Oracle Endeca Information Discovery and implemented several innovative projects with it. Endeca allowed users to upload and combine diverse data for agile discovery on structured and unstructured information, transform and enrich data with a powerful visual data integration environment, mine text in multiple languages, and identify sentiment through natural language processing within the same framework. Unfortunately, it was too ahead of its time and didn't achieve the success it deserved.

Two World Cup qualifying failures and one Euro Cup triumph later, the time is ripe and several features seen in Endeca have been included in Oracle Analytics. In this post, I'm going to illustrate how to use Oracle Analytics to easily perform brand reputation analysis without machine learning or marketing experience.

Let's begin!

Identifying the Brand to Analyze

According to Marketing91:

Brand Reputation is the perception of the brand and how the particular brand of the company is viewed by customers, stakeholders, and the market as a whole. It is the culmination of ideas and emotions that a customer associated with the brand with the customer service experienced during the purchase of goods and services, whilst using them, and after-sales services provided by the company.

Since Italy can have a chance to win the 2022 FIFA World Cup only in videogames, I'm going to pick eFootball 2022 - a free-to-play football game - to conduct my brand reputation analysis.

At launch, the game was panned by critics and players, who criticized the atrocious graphics, lack of content, laggy engine and finicky controls. With 92% negative reviews, it became the worst-rated game on Steam a day after launch, and the lowest-rate game of 2021 on the review aggregator Metacritic.

Konami - the publisher - apologised for the game's many issues and said they would work on improving it. A major update was released on the 14th of April 2022 on PC and consoles: would it be sufficient to raise the reputation of the game?

Gathering the Data

People love to share their thoughts and opinions online. Due to this fact and the rise of social media, consumers have the greatest say in how a brand is perceived nowadays. Online discussions, reviews, posts, and articles about a brand can make it or break it.

I'm going to focus on a single social network - Twitter - to start my analysis and understand what people think about eFootball 2022. Unfortunately, Oracle Analytics does not (yet) allow users to gather data directly from social networks, so I decide to use the Twitter API v2 and search-tweets - a Python library for the v2 search endpoints - because I'm familiar with them. I don't cover the details here, but you can trust me when I say that the most difficult thing is to get the developer account application approved by Twitter!

In order to have a set of data suitable for analysis, I'm going to consider only tweets in English, and ignore retweets and quotes. I'm also going to exclude tweets with links because I noticed that most of them were actually spam. I can then retrieve all tweets posted over the last week related to eFootball 2022, and its official Twitter account @play_eFootball, with the following query:

(to:play_eFootball OR @play_eFootball OR #eFootball OR #eFootball2022 OR eFootball OR eFootball2022) -from:play_eFootball -is:retweet -is:quote -has:links lang:en

The response is in JSON format, which is not directly supported by Oracle Analytics, and contains a mix of tweets and users information, so I'm going to convert it in a couple of Excel files - Tweets.xlsx and Users.xlsx - using a simple custom Python script.

Tweets.xlsx contains the following fields:

  • id - The unique identifier of the requested tweet
  • text - The Actual UTF-8 text of the tweet
  • author_id - The unique identifier of the user who posted the tweet
  • created_at - Creation time of the tweet
  • Public engagement metrics for the tweet at the time of the request, such as retweet_count, reply_count, like_count and quote_count

Users.xlsx contains the following fields:

  • id - The unique identifier of the user
  • name - The name of the user, as they've defined it on their profile (subject to change)
  • username - The Twitter screen name, handle, or alias that the user identifies themselves with
  • location - The location specified in the user's profile (freeform value)
  • Public metrics about activity for the user, such as followers_count, following_count, tweet_count and listed_count
Enriching the Data

With the gathered data in Excel format, I'm finally able to upload it to Oracle Analytics and use the data preparation features to enrich the datasets before visualizing the data.

Focusing solely on the numbers is a big mistake in brand reputation analysis. The high number of mentions does not automatically mean the brand is doing great, in particular when the vast majority of those mentions are terrible reviews. Understanding the general attitude towards the brand it's a crucial activity, but it could be really tedious if you have to do it manually.

Luckily, the Analyze Sentiment step comes in handy: in Oracle Analytics, it can be added to a data flow to automatically detect the sentiment (Positive, Neutral or Negative) for a given text column. Figure 1 shows how easy is to configure this step. All I have to do is to select the column to analyze (text ) and provide a name for the new column that will contain the calculated sentiment (the default is emotion).

The Analyze Sentiment step allows to automatically detect the sentiment for a given textual column in a data flow.Figure 1. The Analyze Sentiment step allows to automatically detect the sentiment for a given textual column in a data flow.

The next step requires to save the data in an Oracle Database or Oracle Autonomous Data Warehouse, for instance by adding a Save Data step to the data flow and setting the Save data to property to an existing database connection (Figure 2).

The Save Data step can be used to save data in a database table and access additional database functions.Figure 2. The Save Data step can be used to save data in a database table and access additional database functions.

Having the data in the database allows to display the Database Analytics step in the data flow editor and perform advanced analysis and data mining analysis. In particular, I'm going to use it to break tweets text down into distinct words, count their occurrences and save the results in a new database table. Once again it's very easy to configure this step. All I have to do is to select the Text Tokenization analytics operation (Figure 3), specify the column to be tokenized (text), the reference column(s) to be included in the output dataset (id), the number of top tokens to return and wheter to use a special language lexer (Figure 4).

The Database Analytics step allows to use several database analytics functions in a data flow.Figure 3. The Database Analytics step allows to use several database analytics functions in a data flow.The Text Tokenization analytics function can be used to break a textual column down into distinct words and count their occurrences.Figure 4. The Text Tokenization analytics function can be used to break a textual column down into distinct words and count their occurrences.
⚠️
The user specified in the database connection must have execution privileges on the CTX_DDL package in order to successfully perform text tokenization.

Tokens and occurrences will be fundamental when I analyze the data to display Tag Cloud visualizations. It is a great visualization of the things people usually associate with the brand, and it can be an indicator of the brand reputation in general.

Since all tweets, users and tokens data is in the database, it's a good idea to create a dataset with multiple tables to analyze the data (Figure 5). This solution allows me to achieve better performance because all the joins will be executed at the database level and only the tables needed to satisfy a visualization are used in the query.

A dataset with multiple tables (Tweets, Tokens and Users) is the ideal solution for analyzing brand reputation in Oracle Analytics.Figure 5. A dataset with multiple tables (Tweets, Tokens and Users) is the ideal solution for analyzing brand reputation in Oracle Analytics.Analyzing the Data

Now that data is set up, it's time to conduct a brand reputation analysis to identify what works and what does not, and optimize the brand strategy accordingly.

The Line visualization is the ideal way to display brand mentions (i.e., the number of tweets) over time (Figure 6). The number of mentions fluctuate with the higher peaks on the 21st of April, when eFootball 2022 Season 1 started, and on the 25th of April, when Konami made important announcements related to the game. The decreasing trend of mentions should not be cause for concern: most of the tweets are created in the afternoon/evenining while I gathered the data on the 28th of April during my lunch break (Figure 7).

The Line visualization can be used to display the number of mentions over time in Oracle Analytics.Figure 6. The Line visualization can be used to display the number of mentions over time in Oracle Analytics.The Grid Heat Map visualization can be used to understand when the majority of tweets has been created in Oracle Analytics.Figure 7. The Grid Heat Map visualization can be used to understand when the majority of tweets has been created in Oracle Analytics.

As stated previously, the sentiment analysis is crucial for a successfull brand reputation analysis. I like to analyze it either at aggregated level with a Donut visualization (Figure 8) and over time with a Line visualization (Figure 9). According to the Analyze Sentiment step 47.66% are positive and only 21.64% are negative, a big step forward compared to when the game was originally published in 2021!

The Donut visualization can be used to display the total number of mentions and the sentiment ratio in Oracle Analytics.Figure 8. The Donut visualization can be used to display the total number of mentions and the sentiment ratio in Oracle Analytics.The Line visualization can be used to display the sentiment over time in Oracle Analytics.Figure 9. The Line visualization can be used to display the sentiment over time in Oracle Analytics.

Users have a major impact on brand reputation and a good brand reputation analysis should take into account what the most relevant influencers are posting. I usually display a Table visualization of the top 10 users by mentions, by followers count and by engagement (i.e., the sum of mentions' retweets, replies, likes and quotes), and create a data action to a detailed canvas for inspecting the user's content (Figure 10).

The Table visualization can be used to display the most relevant influencers by mentions, followers count and engagement in Oracle Analytics.Figure 10. The Table visualization can be used to display the most relevant influencers by mentions, followers count and engagement in Oracle Analytics.

Finally, there is the Tag Cloud visualization which clearly shows what people are looking for when mentioning the brand (Figure 11).

The Tag Cloud visualization can be used to display what people are looking for when mentioning the brand in Oracle Analytics.Figure 11. The Tag Cloud visualization can be used to display what people are looking for when mentioning the brand in Oracle Analytics.

With the fundamental visualizations clear in mind, the brand reputation workbook can take shape. In the Overview canvas (Figure 12), I like to present aggregated data such as the total number of mentions, the sentiment ratio, the sentiment over time, the number of mentions over time, and the top 50 words by occurence. I can restrict the analysis to a specific emotion, a date range, a peak or a word, and see how the selection affects the other visualizations.

The Overview canvas displays aggregated data about the brand.Figure 12. The Overview canvas displays aggregated data about the brand.

The Influencers canvas (Figure 13) lists the most relevant influencers alongside with the sentiment ratio and the most used words by mention, followers count and engagement. Again, I can restrict my analysis to a specific user, an emotion or a word, and see how the selection affects other visualizations.

The Influencers canvas displays aggregated data about the most relevant influencers.Figure 13. The Influencers canvas displays aggregated data about the most relevant influencers.

The last canvas, Tweets (Figure 14), allows to fully inspect the content of the gathered tweets and related public metrics. Since the data in this canvas is at a very granular level, I prefer to reach it through data actions from the Overview or Influencers canvases. This allows to preserve any selection previously made (i.e., the search context) and display the details only for the tweets that I'm really interested in.

The Tweets canvas displays the content of the gathered tweets and related public metrics.Figure 14. The Tweets canvas displays the content of the gathered tweets and related public metrics.What's next?

Once the data is available in a format supported by Oracle Analytics, it takes less than an hour to build a workbook like the one described in previous sections. It's worth saying that while it represents a solid starting point for a brand reputation analysis, there is also large room for improvement:

  • Manual data gathering is not the way to go in a production scenario, and the process must be automated.
  • I gathered data from Twitter, but there is a wide variety of platforms people use to mention brands and all relevant sources should be monitored.
  • Competitors' data should be collected to evaluate the strenghts and weaknesses of brands that are deemed to be a potential threat to your business.
Conclusion

Brand reputation nowadays is a must have intangible asset for any organization since even the small error in service can be visible to the entire world by a single tweet by that unhappy customer, and impact the business.

If you are looking into brand reputation analysis with Oracle Analytics and want to find out more, please do get in touch or DM us on Twitter @rittmanmead. Rittman Mead can help you with a product demo, training and assist within the development process.

Categories: BI & Warehousing

OAS / DV & HR Reporting (A Learning Experience)

Wed, 2022-05-04 03:13
OAS / DV & HR Reporting                   (A Learning Experience)

I wanted to share a personal learning experience around HR reporting using Oracle Analytics Server (OAS) and Data Visualisation (DV). In my experience, more often than not, the old school Oracle BI development tool skillset (BI Apps / OBIEE / BI Publisher) usually reside in the IT department. Often IT cannot respond quickly enough to develop new HR reports in line with increasing demand from HR for data. In addition, HR Professionals want to access the data themselves or at least be served it from people who report directly to them. After all they are the individuals who both need and fully understand the data and also in many cases are the only people who should be accessing it. Perhaps OAS has a part to play in improving this situation and give HR better access to HR/Pay data? My target audience for this blog is HR professionals and those that support the both technical and non-technical.

OAS / DV & HR Reporting                   (A Learning Experience)Example of Some DV reports built using Oracle Sample HR Schema

By explaining the steps I have taken during my learning experience (below), my intention is to illustrate the capability and flexibility of Oracle Analytics Server in both quickly accessing and presenting HR data while at the same time showing some of the touch points between the functional and more technical aspects of the tool. Finally I wanted to build the environment myself locally and use existing resources that are free to use. The only cost should be the time taken to learn!

Personally I am from an Oracle BI Apps / OBIEE background, so I wasn't really that familiar with OAS and the DV tool. I set myself the target of getting a working OAS system locally and then getting hold of some HR data and then presenting some basic HR reports in DV, Including some basic payroll metrics.  How hard can it be!?

The purpose of this blog is to assist an individual who has Admin rights to a machine and some technical skills to quickly get some data in front of HR for comment and feedback (your going to need at least 16GB ram to get docker images running). The intention was also to give visibility on key components of the application if you are a newbie to OAS. And Finally to show where the HR team can get involved into accessing and improving data quality quicker than with the older BI toolset. Please Note the blog is not intended to show complex data modelling of ERP/Fusion Oracle HR or Payroll for reporting purposes.

WHAT I DID

1) I used Docker Desktop to create a container for Oracle Database R19.3 and also a container for OAS 642. (the R19.3 Db container was sourced from Oracle Github Docker Images and OAS from Github gianniceresa Oracle Analytics 6.4 folder Note you still need the binaries from Oracle to perform the installation)  

2) I used the Oracle HR sample schema provided in an oracle database install as the Oracle datasource.  $ORACLE_HOME/demo/schema/human_resources. The schema and data was imported into the docker container for the R19.3 database.

OAS / DV & HR Reporting                   (A Learning Experience)Connection shown to Docker DB in SQLDeveloper for illustration of schema

3) In OAS I made a Database connection to the docker database container containing the HR schema. I called the connection 'HR' as I made the connection using  the HR database user.

Create Connection --> Oracle Database (I used basic connect)

OAS / DV & HR Reporting                   (A Learning Experience)The Oracle Database Connection

Note to make the connection in the connection field host you need to put the IP of the docker image so use command below to find (note db19r1 was the name of my db container)  

docker inspect -f '{{range.NetworkSettings.Networks}}{{.IPAddress}}{{end}}' db19r1

4) I created a new OAS dataset using the HR connection

OAS / DV & HR Reporting                   (A Learning Experience)HR Connection to create dataset denoted by Red Icon

I used manual SQL queries to select all data for each of the tables -

e-g Select * from HR.EMPLOYEES - Note. I could have just dragged and dropped the entire Employee table, however, I created as a SQL query in case I wanted to be more specific with data going forward and be able to alter or change the queries.

Queries / tables are then joined them together in the Join Diagram.

OAS / DV & HR Reporting                   (A Learning Experience)Join Diagram Example

Make sure you certify and grant access to the dataset in line with you security requirements. As this is just a sample set of data from Oracle we don't need to worry about this for now but it is worth mentioning.

OAS / DV & HR Reporting                   (A Learning Experience)

5) I wrote some basic reports in DV using the newly created HR Dataset.

OAS / DV & HR Reporting                   (A Learning Experience)Simple Table Vis. Salary By County and Dept with TotalsOAS / DV & HR Reporting                   (A Learning Experience)Simple Category Vis. UK Sales Dept Commission % by Person (ref line shown as Average)OAS / DV & HR Reporting                   (A Learning Experience)Pie Vis. Headcount by County Value and %OAS / DV & HR Reporting                   (A Learning Experience)Table Vis. Min / Max salary ranges by dept and Job Title.

I put a country filter on all the reports in the filter section of DV so I could limit to one or more countries.

OAS / DV & HR Reporting                   (A Learning Experience)DV Filter Vis. Filtered on United Kingdom

I found it fairly intuitive to use DV to write basic reports, however, there is a lot of functionality in DV that I can't even begin to cover here. So here is the sales pitch! Rittman Mead do a great course on DV https://www.rittmanmead.com/oracle-analytics-frontend/ :)

I also quickly had a look at the same HR dataset in OAS using the classic interface and felt very at home as a long time OBIEE user!

OAS / DV & HR Reporting                   (A Learning Experience)OAS Classic Report writing Interface

In Conclusion

With a little bit of effort, I created a working local OAS system locally on Docker desktop. I was able to connect OAS to an Oracle database. I created an OAS dataset against the HR database schema and wrote some basic DV reports using the dataset. At step 4 (above) I could see the HR team getting involved and assisting with or creating the dataset within OAS themselves and taking it from that point into DV or OAS Classic and creating the reports. Often in the HR team certain individuals have or want to learn SQL skills and the push is certainly in the direction of HR and payroll taking ownership of the data themselves.  I used a very basic HR dataset however the principles for creating more data sets with more complex requirements and data would be the same.

What's next?

In my next blog I am going t0 show how I used the OAS repository (RPD) to model the same Oracle HR sample data and present it to the user as a Local Subject Area for writing HR reports against using DV. If you currently use OBIEE this could interest you as you can replicate your current subject areas in OAS and rewrite the reports in DV or keep them in the OAS classic look and feel on a dashboard. So you get the best of both worlds with OAS! DV and the OAS classic interface.  

OAS / DV & HR Reporting                   (A Learning Experience)OAS / DV & HR Reporting                   (A Learning Experience)

 

Categories: BI & Warehousing

Introducing Rittman Mead Lineage Tool

Tue, 2022-04-26 06:19
Introduction Introducing Rittman Mead Lineage Tool

Rittman Mead Lineage Tool analyses ODI Mappings and produces neat visualisations of source-to-target mappings. The Lineage Tool is quick to set up and easy to run.

Introducing Rittman Mead Lineage ToolRittman Mead Lineage Tool: from ODI Mappings to Mapping Lineage Visualisation

The Lineage Tool can be used to reverse-engineer legacy ELT logic as the first step in a migration project. It can be a useful tool to track the progress of ongoing ODI development by scheduling it to be run on a daily basis. The tool can be useful for ODI content documentation - the output it produces is a set of static, cross-navigable SVG files that can be opened and navigated in a web browser.

Running the Lineage Tool

The Lineage Tool connects to an ODI Work Repository via the ODI Java SDK. This means the tool will connect to the ODI repository in the same way ODI Studio does. (The Tool has no dependency on the ODI Studio.)

The Tool scans through ODI Repository Projects and Folders, looking for Mappings. For each Mapping it traces all Attributes (columns) in Target Datastores (tables) to their Source Datastores and Attributes.

Introducing Rittman Mead Lineage ToolExtracting ODI metadata...

An intermediate result of the analysis is metadata of columns and mappings between them - similar to a data dictionary - that is written into the Lineage Tool's metadata schema. This output is much richer in data than the visualisations ultimately produced, therefore can be used for ad-hoc analysis of the lineage.

Introducing Rittman Mead Lineage Tool...and generating Lineage Visualisations.

Based on the produced lineage metadata, the Lineage Tool generates visualisations. The visualisations are generated as SVG documents  - vector graphics files that are written in format similar to HTML and support some of the functionality that an HTML file does: hyperlinks, HTML tables and HTML-like content formatting. The SVG documents are static (no Javascript), they are cross-navigable and support drill-down.

Exploring the Lineage

Lineage explorations starts from a Landing page that gives a summary of the Lineage content.

Introducing Rittman Mead Lineage Tool

Lineage content is offered at 4 levels of granularity: Column, Table, Schema and Project.

Introducing Rittman Mead Lineage ToolExploring Lineage at Table level...Introducing Rittman Mead Lineage Tool...and Column Level

Column and Table names, Schemas and Projects are navigable hyperlinks.

Clicking on a particular column gives us all source tables and columns as well as targets. We also get to see accompanying columns and their mappings - included for context but greyed out.

Introducing Rittman Mead Lineage ToolWe can also explore a single Column.

A single column view can be useful for security audits - to trace sensitive data like Customer Address from OLTP source columns to Data Warehouse Dimension attributes.

Interested in finding out more about the Lineage Tool, contact us.

Categories: BI & Warehousing

Oracle Analytics Server 2022 (6.4): The Best 15 New Features, Ranked

Mon, 2022-03-14 07:38

OAS 6.4 is finally live and provides a big set of enhancements that had been already available to OAC users. New features mostly affect the Data Visualization tool and involve the full process flow, from the data preparation to the data presentation, including visualizations, machine learning and administration improvements.

The focus of this post is on the best 15 new features of OAS 6.4 according to my personal opinion. I asked to my colleagues at Rittman Mead to rank them after a quick demonstration, so you know who to blame if the feature to hide loading messages is not at the top of the ladder!

If you are interested in a comprehensive list of new features and enhancements in OAS 6.4 please refer to What's New for Oracle Analytics Server.

15. Redwood themeThe Analysis Editor with the Redwood theme

OAS 6.4 includes components of Redwood - Oracle's new user experience design language. With a consistent look and feel across Analytics, Publisher and Data Visualization tools, the new default theme improves the user experience through a better handling of white space, a softer color palette, and new fonts.

14. Hide loading messagesThe new Hide loading messages setting

Funny random quotes are displayed in Data Visualization during loading since it has been released, and since then people are asking for a way to disable or customize them. These messages can be fun for the first 2 seconds, but when they are displayed over and over if loading takes longer... I feel like the application is fooling me!

My custom solution to hide loading messages in OAS 5.9My workaround to hide loading messages in OAS 5.9

I'm really happy to announce that I can finally crumple my loyal sticky note (see the picture above) because quotes can be replaced with a generic "Loading..." message in OAS 6.4. This can be done by switching on the Hide loading messages option in the System Settings section of Data Visualization Console, and restarting the Presentation Server.

13. Improved Home page searchThe new advanced search commands

The search bar in the Home page can be used to search for content and generate on-the-fly visualizations based on the chosen keywords. This was already one of my favourite features and it has been further improved in OAS 6.4: advanced search commands can be used to tailor search results for exact matches, multi-term matches, and field-level matches. When the list of accessible datasets is huge, these commands result particularly useful to quickly locate datasets created by a specific user or with a particular name. Unfortunately, the advanced search commands can be used only in the Home page search bar, and not in all other pages such as Data.

12. Support for Back button in browsers

The Back button in the browser can be pressed to navigate within the OAS 6.4 interface such as between editors and the Home page. Unfortunately, this cannot be used it in Analytics (Classic) and Publisher editors to undo an action.

11. View and export membership dataExporting membership data in OAS 6.4

Exporting membership data for auditing purposes and to find out exactly who has what access is a common task for any OAS administrator. To achieve this task I always used WLST with custom Python scripts, and I will probably continue with this approach in future. However, for users not familiar with WLST and Python, there is a new option in OAS 6.4 to download membership data for users, groups, and application roles to a CSV file in few clicks.

To view and export membership data for a user:

  1. Open the Users and Roles section in Data Visualization Console.
  2. Select the Users tab and select the name of the user whose membership details you want to see.
  3. Click on Application Roles (or Groups) under Direct Memberships.
  4. Click on the menu icon and select Show Indirect Memberships.
  5. Click on the Export button.

In a similar way membership data for groups and application roles can be viewed and exported.

10. Annotations on canvasesAdding notes in the Visualize tab

Notes are a great way to emphasize or explain important information in visualizations, but I always found it limiting to be able to use them only in Data Visualization stories. In OAS 6.4 notes can be added to canvases in workbooks and tied to specific data points also in the Visualize tab. If you are wondering what a workbook is, it's just how projects are called in the new release!

9. Expression filters for entities in datasetsFiltering entities in datasets using expression filters

When a column is added to a dataset from a database connection or a subject area, all of the column values are included in most cases. Columns can be filtered so that the dataset contains only the rows needed, but it was not possible to filter on expressions in OAS 5.9. More complex filters are now supported by using expression filters. They must be Boolean (that is, they must evaluate to true or false) and can reference zero or more data elements.

8. Select multiple columns/visualizations for editingSelecting multiple columns for editing

In the Metadata view of the Dataset Editor multiple columns can be selected to change settings (Data Type, Treat As, Aggregation and Hide) for more than one column at once. This is not yet possible in the Data view, properties of one column at a time can be configured. In a similar way, multiple visualizations can be selected on a workbook to easily change shared properties, copy and paste, and delete them. These two new features will surely allow users to save time when changing settings for multiple objects.

7. Automatic refresh of visualizationsAutomatic refresh of visualizations

Data in workbooks can now be automatically refreshed at a specified interval to ensure that the visualizations contain the most current data. It's sufficient to right-click on a canvas tab, select Canvas Properties and set Auto Refresh Data to Enabled to automatically refresh the data using a given Refresh Interval. Please note that this operation does NOT trigger a data cache reload. If a dataset table's access mode is set to Automatic Caching, then the table re-queries the cached data that could be stale.

6. Custom knowledge recommendationsAdding custom knowledge

After creating a dataset, the dataset undergoes column-level profiling to produce a set of semantic recommendations to enrich the data. These recommendations are based on the system automatically detecting a specific semantic type (such as geographic locations or recurring patterns) during the profile step. In OAS 6.4 custom knowledge recommendations can be used to augment the system knowledge by identifying more business-specific semantic types and making more relevant and governed enrichment recommendations. System administrators can upload custom knowledge files using the new Reference Knowledge section in Data Visualization Console. Custom knowledge files must be in CSV or Microsoft Excel (XLSX) format, contain keys to profile the data in the first column, and enrichment values in the other columns.

5. Data quality insightsData quality insights

OAS 6.4 automatically analyzes the quality of the data in the Dataset Editor, and provides a visual overview known as a quality insight in a tile above each column. Quality insights allow to explore data in real time using instant filtering, evaluate data and identify anomalies and outliers, replace or correct anomalies and outliers, and rename columns.

4. Developer OptionsThe Developer Options pane

In Data Visualization, built-in developer options are now available to embed content in other applications and analyze statistics such as query time, server, and streaming time for visualizations in workbooks. Users with administrator or content author privileges can display developer options by appending &devtools=true to the URL of a workbook in the browser.

3. Conditional formattingConditional formatting is now available in Data Visualization

How can conditional formatting be applied to workbooks in Data Visualization similar to the way it can be applied to analyses in Analytics (Classic)? This is frequently asked in Data Visualization training and the answer used to be that the feature was not available - a workaround was required to achieve something similar (e.g. by dragging a conditional expression to the color drop target and changing the color assignments as required). In OAS 6.4 it's now possible to highlight important events in data in a proper manner by clicking on the Manage Conditional Formatting Rules icon in the visualization toolbar.

2. Reload datasets on a scheduleDatasets can be reloaded on a schedule

Reloading datasets ensures that they contain current data. When a dataset is reloaded and it contains one or more table with the Data Access property set to Automatic Caching, the dataset's SQL statements are rerun and the current data is loaded into the cache to improve performance. This has always been a manual process in the past, but now it can be automated by creating a one-time or repeating schedule to reload a dataset's data into the cache. The New Schedule option has been added to the Actions Menu which appear by right-clicking on a dataset in the Data page. This option is NOT available for datasets that use only files or when data access for all tables is set to Live.

1. Datasets with multiple tablesDatasets with multiple tables can now be created

In OAS 5.9 it was possible to create a dataset only with a single entity from a data source connection or a local subject area. This could have been a set of columns from a single table, when the Select Columns option was selected, or a more complex query with joins and native functions, when the Enter SQL option was used instead.

As downsides:

  • Users without any SQL knowledge were not able to join tables in a dataset, or they had to run a data flow to join multiple datasets to achieve a similar result.
  • It was always necessary to retrieve all columns from all tables in a complex query, even when only one was included in a visualization, and this resulted in potential performance issues.

OAS 6.4 allows to perform self-service data modeling with datasets by adding multiple tables to a dataset from one or more relational data source connections or local subject areas. Not all the supported data sources can be used to create datasets with multiple tables. Please refer to Data Sources Available for Use in Datasets Containing Multiple Tables for a comprehensive list.

The Dataset Editor contains a new Join Diagram pane which displays all of the tables and joins in the dataset. When tables are dragged and dropped to the Join Diagram, joins are automatically added if they are already defined in the data source and column name matches are found between the tables. It's possible to prevent this default behaviour and define joins manually by switching off the Auto Join Tables toggle button in the Dataset Editor.

When creating datasets with multiple tables, Oracle recommends to:

  • Add to the dataset the most detailed table first (a fact table when data are dimensionally modeled) and then all remaining tables that provide context for the analysis.
  • Create a dataset for each star schema and use data blending to analyze data based on two star schemas.

OAS 6.4 treats datasets with multiple tables as data models in that only the tables needed to satisfy a visualization are used in the query. This is surely the best new feature of this release and represents a valid alternative to model data in the Metadata Repository (RPD) for users interested only in the Data Visualization tool.

Conclusion

OAS 6.4 includes an incredible amount of new features and the Data Visualization tool has been significantly improved. The support to datasets with multiple tables alone is worth the upgrade as it allows to define complex and structured datasets without impacting performance.

If you are looking into OAS 6.4 and want to find out more, please do get in touch or DM us on Twitter @rittmanmead. Rittman Mead can help you with a product demo, training and assist within the upgrade process.

Categories: BI & Warehousing

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