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The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11
The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11

The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11: Quickly master this extremely robust and powerful Hyperion business intelligence tool

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The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11

Chapter 2. The Query

The Query section is a gateway to Interactive Reporting for building a query and retrieving data from a database. The Query provides the business analyst with an ad-hoc interface to model and analyze data, allowing the analyst to create, modify, and run scenarios on key business metrics. The Query section supplies the data for all of the other presentation sections of the document, and the Query section can easily be modified and reprocessed as desired. The goal of this chapter is to provide the business analyst with the tools necessary to effectively build and manage queries from a data model.

This chapter covers:

  • An overview of the Query section layout

  • Building a query

  • Creating request items

  • Creating filters

  • Sorting

  • Query processing

  • Query options

  • Identifying metadata (table and column remarks)

The following two chapters address features of the query including building data models and advanced querying and filtering techniques.

Note

The examples in this section are based on the...

The Query section layout


The Query section layout is configured to easily drag-and-drop the content from a data model into the Request, Filter, and Sort lines to build the desired query. This section contains a main window that is used to configure and display the data model. The Sections window, Section Title Bar, and Status Bar facilitate working with the query and provide useful information throughout the process.

Sections window

The Sections window is located on top of the Section Catalogue and is displayed in the following screenshot. Each Query section in the document is always accompanied by a Results section. The Query section is used to model a query, and the Results section contains the data returned after the query is processed. In the following screenshot, the Query section is named Q_Sales and the Results section is named R_Sales:

Note

Each section in the document must contain a unique name. To edit the name of a section, right-click on the section in the Section Catalogue, and...

Working with pre-built data models


In mature environments, business analysts partner with developers or colleagues with a strong database background to create pre-built data models to query. Working with a standard pre-built query template ensures that the model has been correctly configured and will produce accurate data in a timely manner. The following screenshot is a predefined query against the Sales model:

Notice in the previous example that there are seven objects joined together in the main window. These objects are typically tables from a database or preconfigured topics of information (Interactive Reporting objects used to combine data together to make querying easier for the analyst). Each of these table's objects contain multiple elements, which represent columns of data. From this configuration, the analyst can use the elements in the tables on the screen to build a query to retrieve data from the database.

Building a query


A query is built by adding and configuring items in the Request, Filter, and Sort areas of the section. Interactive Reporting provides a significant amount of flexibility for building queries, including the ability to add custom logic into the query. Once the query is configured, the query can be processed and modified as desired.

Request items

The columns of data returned from a query are configured by adding items to the Request line. Items from the model are added to the Request line by the following two methods:

Right-click method

Drag-and-drop method

Highlight the column(s) in the table of interest.

Highlight the column(s) in the table of interest.

Right-click and select Add Selected Items.

Drag-and-drop the columns into the Request line.

Note

The Ctrl and Shift keys can be used to highlight multiple columns, and right-clicking on the entire table object and selecting Add Selected Items will add all of the items in the table into the Request line.

The following...

Filters


Filters provide the ability to return a subset of data in the model by a field or combination of fields from the data model. Interactive Reporting provides a very robust filtering capability, where complex filters can be added to queries through an easy-to-use interface.

A filter is easily added to the query by adding the item to the Filter line. Items are added to the filter line by using one of the following two methods:

Right-click method

Drag-and-drop method

Highlight the column in the table of interest.

Highlight the column in the table of interest.

Right-click and select Filter.

Drag-and-drop the column into the Filter line.

Since the filter must be configured after it is added, only one column can be added to the Filter line at a time. Once the column has been added to the Filter line, the Filter interface appears to configure the filter values for the column.

Filter interface

The Filter interface provides significant flexibility for building complex filter conditions...

Sorting


Many options exist for sorting data throughout each section of the software. Sorting in the Query section is easily achieved by dragging-and-dropping a field from the Request line to the Sort line. Continuing with the example, the query is sorted to return the quantity of a product that is sold in descending order by dragging the Quantity Sold column to the Sort line. Once added, the Quantity Sold item appears in the Sort line with an arrow pointing upward denoting ascending order. Double-clicking on the Quantity Sold box in the Sort line switches the sort to descending order as denoted by the change in the arrow to point down as shown in the following screenshot. The sort will take place after the query has finished processing, where the data will be ordered in the Results section descending by the Quantity Sold column.

Query processing


Queries are frequently processed by a user in daily interactions with the software. Multiple options exist to make query processing easy. Query processing is executed by clicking on the Process button in the Standard toolbar or by clicking on the Tools | Process Query | Current menu option. After the query has finished processing, the software will populate the Results section with the data requested in the Query section.

Note

The Status bar will show the number of rows returned from the query in both the Query and Results section after a query has finished processing.

In addition to simple processing, a few other options exist for processing multiple Query sections in a particular order. Using the previous example, the Q_Sales section is duplicated by right-clicking on the Q_Sales name in the Section window and selecting Duplicate Section. Repeating the process will add a third identical query. Since the section names must be unique, the software renames the section by adding...

Query options


Multiple query options can be set in a Query section to modify the results returned from a query. The Query Properties window, as shown in the following screenshot, is opened by double-clicking the word Request in the Request line, or by clicking on the Query menu and selecting Query Options:

The commonly used features of this window are the Process options contained in the Process box. The following is a breakdown of each Process property:

  • The Return Unique Rows option is used to pull back a distinct list of values for the defined query.

  • The Return First property limits the results returned from a query to a subset of rows. This feature is usually used to sample output from a query. Once the limit has been reached, a dialogue box will appear notifying the user that the query has reached the desired limit and will display the results returned from the query up to the row limit.

  • The Time Limit property limits the amount of time a query is allowed to run in minutes. This...

Identifying metadata (table and column remarks)


Table and column remarks are used to provide information on specific tables and columns of interest. The remarks are setup and configured in the OCE database connection file and are customized to provide information to the user. The remarks are accessed by highlighting and right-clicking on the table or column of interest and selecting the Show Remarks menu option. A window appears with the remarks for the table or column.

If multiple remarks have been created for an object, the remarks appear with tabs to allow navigation between the different sets of information as shown in the following screenshot:

Note

If a remark does not exist, a window appears stating that a remark does not exist for the specified object.

Summary


The Query section is the Interactive Reporting interface for returning data on-demand from a database. The goal of this chapter was to provide the business analyst with the tools necessary to effectively build and manage queries from a data model. The chapter began with an overview of the layout of the Query section. The chapter continued with information for building a query and configuring Request items. The chapter examined and provided examples of the different filtering options including Show Values, Custom Values, Importing from a file, and Variable filters. The chapter addressed Query sorting as well as the different processing options for executing the Query sections in the document. Finally, the chapter closed with an overview of locating metadata in the document through viewing table and column remarks.

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Key benefits

  • Get to grips with the most important, frequently used, and advanced features of Oracle Hyperion Interactive Reporting 11
  • A step-by-step Oracle Hyperion training guide packed with screenshots and clear explanations
  • Explore the features of Hyperion dashboards, reports, pivots, and charts
  • Learn how to build advanced data models and queries, and how to import external data set into your analysis

Description

Oracle Hyperion Interactive Reporting is one of the many products in the Oracle Enterprise Performance Management software suite, an industry-leading business intelligence software package. The primary focus of the Interactive Reporting product is to provide strong relational querying and data analysis capabilities. It also provides the capability to disseminate information throughout an enterprise. There is a very steep learning curve for most users of this tool.This book examines the power of the Interactive Reporting Web Client software, focusing on the key features of each section of the product. The author's experience in developing and supporting Interactive Reporting users is very well documented in this book. The goal is to educate you on every useful feature of the product, enabling you to gather information from various sources and process it to produce meaningful results that help you to spot problems and analyze trends necessary for business decisions.The book starts with a quick introduction to the product interface and the EPM Workspace, with explanation of importing and provisioning. It then takes you through each section from building a query and data model to building graphical displays of the data in a logical sequence. The report sections and interactive dashboards are also discussed at length. The book also covers advanced features of the product and provides you with the information necessary to build the foundation for creating complex queries and computations using the product.

Who is this book for?

This book is for all Oracle Hyperion Interactive reporting users from novice to advanced. If you find yourself struggling while using this tool or you are new to the tool, this book will guide you through and make the learning process incremental.

What you will learn

  • Navigate the Workspace with examples for importing and provisioning Interactive Reporting documents
  • Learn to build data models and queries, and import external data
  • Gain in-depth understanding of leveraging user-defined SQL in the product
  • Learn to analyze data in the Result, Table, and Pivot sections
  • Explore the different chart types and methods for adding chart content
  • Build report sections including data from multiple queries and different charts and pivots
  • Create interactive dashboards and configure interactive components
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Sep 13, 2010
Length: 232 pages
Edition : 1st
Language : English
ISBN-13 : 9781849680363
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Language : English
ISBN-13 : 9781849680363
Vendor :
Oracle

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Table of Contents

9 Chapters
Oracle Hyperion Interactive Reporting Chevron down icon Chevron up icon
The Query Chevron down icon Chevron up icon
The Data Model Chevron down icon Chevron up icon
Advanced Querying and Filtering Chevron down icon Chevron up icon
Results and Tables Chevron down icon Chevron up icon
Pivots Chevron down icon Chevron up icon
Charts Chevron down icon Chevron up icon
Reports Chevron down icon Chevron up icon
Dashboards Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Full star icon 5
(5 Ratings)
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4 star 0%
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1 star 0%
J Avenue May 20, 2011
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Being a Hyperion consultant with 6 years of report development experience, I found that this is a great, informative book for beginners and advanced users alike. It is easy to understand for those who are new to Hyperion Interactive Reporting. For those who are more experienced, there are still new features that the author talks about in the book that they can find very helpful. He gives detailed explanation behind every object and function in the tool. The book includes a lot of examples and pictures to guide the readers along, making it very easy to understand and follow. (H.B.)
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Ahmed Oct 05, 2019
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Fast shipping, item is just as described, high quality and great communication
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Backbutton Nov 24, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Bought this to learn up on the subject, and not finished yet. Well written and clear; much better than some of the titles out there.
Amazon Verified review Amazon
Xavier Nov 15, 2010
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I am a software trainer for Hyperion and I can honestly say that this book is a great resource. If you interact a lot with the Hyperion Interactive Reporting tool because of a job function that you perform and you have questions on how to use the software more efficiently, this book is definitely worth a look.The book also explains some other powerful features which even if you are a regular user of Hyperion, you might be unaware of. Let's see what else? The book also has a number of walkthroughs that you can use to follow along with the author to help you understand what it is you are doing and reading.Last but not least, the book avoids using a lot of techno-jargon babble in its many chapters. You honestly don't need to have taken a number of database classes at a university to understand what it is the author is talking about.So in closing, if you need a handy resource that can help you with the Hyperion Interactive Reporting tool, this book is very useful and you will probably learn something new to help you with your use of the tool.
Amazon Verified review Amazon
John C McAllister Sep 01, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book explains in clear language how to operate and get the most out of Oracle Hyperion. Having recently taken on a project with no prior knowledge of the product I have found this book invaluable
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