OBIEE - Selecting Date range from a Prompt Without breaking aggregation awareness

In the past I wrote about "OBIEE Prompts - Last Year, Last Month and Custom Dates", it works fine and eventually passes date-based filters.

OBIEE developers often use aggregation awareness.

My customer wanted to combine the two methods, having prompt for selecting various date ranges (last month, last year, last 7 days, Yesterday...), but to use the aggregated data when possible.
In our example I will have two tables of fake data, with similar structure. One will have the daily data and the other aggregated by month. Both will share the same logical table and each will be used based on the content of the query.

In aggregation awareness case, each time I pass a date parameter, the lower, less efficient, level of date fact will be used, so I can't simply use my above mentioned post.     

This post is written using OBIEE 12c, but should work with all previous versions. I'd be happy to hear if you have a better, more elegant, solution.

Starting point:

I have six tables: 

• F_DAY - Daily Fact (Sales of 10 of product x, each day between 1-Oct-2015 and 4-Nov-2015. That 310 in October and 40 in November).

• F_Month - Monthly Fact, (wrong summary of F_Day. The wrong data lets me see easier what table is used, without checking logs). I use first day of month to describe month.

• D_Prods - Product dimension with one row of data (surprisingly, it's x)
• DDATES - Date Dimension that include a row for each day with various column such as DDATE (the date), MMONTH (number in format YYYYMM), Day_Order (Number in format YYYMMDD) and many others. The last 2 are important.
• Month - subset of DDATES that has only the month, and above level data.
• BI_Time_Filter - Filter table (actually a view) with various date ranges and start date, start month, end date, end month columns in each. A column named History, when it's value is 'Y', we should use the F_Month fact.

-------------------------------------------------------------

The following section simply covers basic aggregation awareness. The only non-trivial part is setting various columns from dates tables (such as Day_Order) on the relevant dates hierarchy level.

To make it work I create a dates logical table and Dimension.

In the table there are two data sources, both date tables.

the Month table does not have date specific columns, all the rest are common.

Note, both DDATE and Day_order column are defined as day level.

For each source, I assign the relevant level of data based on the hierarchy, in the content tab. For example the Month source:

   

Similar will be done with the Fact tables. 2 sources mapped to same columns and different levels of data for dates dimension of the Table F in the Business Model:

 Here is the F_day Content tab set to Dates level of hierarchy (the F_Month has Month level) :

As a  result, Analysis on month level return the "wrong" results from F_Month, as desired:

When introducing date level the system switches to F_Day table, even for such a "minor" changes as adding filter DDates >= 1-Jan-1900 and, in my case, returns different results:

-------------------------------------------------------------

End of aggregation awareness section. 

 

Now I want to create a prompt on the periods selection table (BI_Time_Filter) and based on that selection create 3 hidden prompts. Those prompts should be dynamic in setting the filter for the relevant aggregation level. It should be similar to the methods used in "OBIEE Prompts - Last Year, Last Month and Custom Dates" mentioned above.

So I will create 3 prompts:

• P_1 that has 2 possible values. Those are column formulas from dates Dimension: "DDATES"."MMONTHFULL" (the number of the month) and "DDATES"."DAY_ORDER" (the number of the day).
• P_From that will accept starting number of month or Starting number of date from the prompt.
• P_Till that will accept ending number of month or ending number of date from the prompt.

Now I just need to use a single filter in all my reports (I can save it and reuse it):

@{P_1}{"DDATES"."MMONTHFULL"} between @{P_From}{201510} and @{P_Till}{201511}

Or without default values:

@{P_1} between @{P_From} and @{P_Till}

for example for values

P_1= "DDATES"."MMONTHFULL"

P_From =201510

P_Till= 201511

I get:

While for 

P_1="DDATES"."DAY_ORDER"

P_From =20151020

P_Till= 20151104

I get:

The last part would be creating the above mentioned prompts.

I need the periods selection table (BI_Time_Filter) available as a single, not joined table in the presentation level. Covered in "OBIEE - Model based on one table" post before, I'll fast forward it.

(I duplicate the BI_Time_Filter table in Business Model, and set a join between the duplicates on Business level only, no need for physical, it's the same table. Next move to the presentation only the dimension copy of the two).

Create a simple Period selection prompt that updates a P_Period variable.

Based on that value create the hidden prompt with the above mentioned 3 lines.

Here is the first line:

With default selection:

SELECT case when "BI_TIME_FILTER"."HISTORY"='Y' then '"DDATES"."MMONTHFULL"' else '"DDATES"."DAY_ORDER"' end saw_1 FROM "test_algo" WHERE "BI_TIME_FILTER"."DISPLAY_MSG" = '@{P_Period}{Previous Month}';

I hide it in the dashboard properties, under Dashboard Filters and Variables:

Here is the result (once with 'This Month', that works on Day level data and once with 'This Year', with Month Level data):

If you want to, you can further complicate it with additional options such as Custom Dates (with extra Prompt for the Custom Values)...

OBIEE 12c and VA - Playing with "BI Ask" (using the Home search to create reports in Visual Analyzer / Data Visualization)

During last few years, at Oracle Open World, an option named "BI Ask" was mentioned few times. I wanted to check it out now with OBIEE 12c. It should be part of the new BI component named Data Visualization, or some times Visual Analyzer. It's URL is http://myserver:9502/va/. I will call it VA and solve the name formalities problem.

In OBIEE Administration screen I Configured BI Search crawl:

I indexed Data Model (and Catalog). In my case I selected Index and not "Index Metadata Only", this option might take some time in real production environments (see user's guide appendix D for more details).

 Checked, the Monitor Crawls window to see the Success status

And I opened VA, directly using http://myserver:9502/va/. 

Another option to get to that screen is by selecting "go to the new Home Screen" from the (old) Home screen:

If you select  New / Visual Analyzer Project from OBIEE 12c, you will get into a new project window of VA with slightly different URL http://myserver:9502/va/project.jsp#.

In this case I want the first 2 options.
I don't know if it's a bug or a feature, but by first time entering VA requires login again.

I will use this line to create a report just by typing names and values. From what I understand, the same on mobile can be done by talking to the phone/tablet.

The next screens will show what I typed and selected as well as the outcome:

Typed "Rev" and selected Revenue from Sample Sales Base Facts:

 Result:

 Typed 2009 and selected Year Value:

The result:

Typed "Mon" and selected "Billed Month":

Result:

Typed "Comp" and selected Offices.Company (note graph options that appeared on the right part of screen):

I don't want all 3 companies so:

Any time I can change Visualization Type:

Zoom in:

 

Here is a Tree Map

And This is a Tag Cloud

Any Time I can continue working with all the features of VA:

More about VA, some other time. 

 

Enabling R and the relevant Analytics functions on OBIEE 12c

One of the great new features of OBIEE 12c is the ability to have advanced analytic functions based on R. "R is a widely used environment for statistical computing and graphics and can be used with many different datasources including external files or databases."

This post will only deal with enabling this functionality on the server. But first what we get?

The default functions are Cluster, Outlier, Regr, Trendline and Evaluate Script:

For example Regression:

User can add additional R Based functions based on your own scripts through Evaluate Script . 

When trying to run Analytics function by default, without the setup, for example: REGR("Base Facts"."Revenue", ("Base Facts"."Discount Amount"), ("Products"."Product Type", "Products"."Brand"), 'fitted', '') I get an error. 

The critical part of it is: State: HY000. Code: 47092. [nQSError: 47092] The value of R_EXECUTABLE_PATH is set to /usr/bin/R which is invalid. (HY000).

To solve it, I have to setup R in the environment.
 

We can set up 2 types of R. "Regular" R And Oracle R Enterprise, (that is part of the Oracle DB). Both option are described in: Administration Guide, chapter 17.11. 

In this post I will do the basic "regular" R setup on Windows box. The Unix / Linux steps are in the guide as well as the Oracle R Enterprise.

The R package is in ORACLE_HOME/bi/bifoundation/advanced_analytics/r-installer.tar.gz (on my computer it is D:\MWHOME12\bi\bifoundation\advanced_analytics).

Oracle recommends to download and install unzip and wget utilities:

• http://gnuwin32.sourceforge.net/packages/wget.htm
• http://gnuwin32.sourceforge.net/packages/unzip.htm

I unzipped the r-installer.tar.gz in the same folder on the disk, got r-installer.tar file and unzipped it as well. Now I have a RInstaller folder at the same location ORACLE_HOME/bi/bifoundation/advanced_analytics/. 

R uses internet connection to download software and packages. That is why before installing Oracle recommends to set up the definitions in proxy.txt.  For example, if you are working from within Oracle intranet you should setup proxy=http://www-proxy.us.oracle.com:80 in that file.What should you do when you are in "regular" / not secured network? This part took me some time. Eventually, I opened a command windows and executed ipconfig (ifconfig in linux). I used the default Gateway ip. Assuming my default Gateway 192.1.1.1,  in my proxy.txt I used proxy=192.168.4.1:80 .(Another, not recommended and probably not supported option, would be to delete the first 2 lines in r-package-install.R)

 

Now comes the actual installation.
I opened a command line in Oracle_Home/bi/bifoundation/advanced_analytics/RInstaller and run set path=%path%;C:\Program Files (x86)\GnuWin32\bin (to add wget to the path).

Now  RInstaller.bat install

Next to install the R specific packages I'd run RInstaller.bat installpackages

It installs required R packages (forecast, mvoutlier, randomForest, RJSONIO, and matrixcalc). Running this command also installs the OBIEEAdvancedAnalytics R package that is in the Oracle_Home/bi/bifoundation/advanced_analytics/RInstaller/OBIEERPackage.

If your failed with text such as bellow, that means you have a problem with your proxy.txt.   

You are using Oracle's distribution of R. Please contact Oracle Support for any problems you encounter with this distribution.

> proxy<-read.table("proxy.txt", header=FALSE, sep="=", stringsAsFactors=FALSE)[
,2]
> Sys.setenv(http_proxy=proxy)
> install.packages("forecast", repos="http://cran.us.r-project.org")
...
Warning: unable to access index for repository http://cran.us.r-project.org/bin/
windows/contrib/3.1
Warning message:
package 'forecast' is not available (for Oracle Distribution of R version 3.1.1)

My R installation is now in C:\Program Files\R\R-3.1.1

 

Lets find NQSConfig.ini in BI_DOMAIN/config/fmwconfig/biconfig/OBIS = ORacle_home/user_projects/domains/bi/config/fmwconfig/biconfig/OBIS. Find there ADVANCE_ANALYTICS_SCRIPT section and update R_EXECUTABLE_PATH to point to the R exactable path: C:/Program Files/R/R-3.1.1/bin/x64/R

Restarted OBIS.

Now it’s working.

For Linux guidelines see PEAK Indicators blog here.

If you want to try an offline environment, here is the response of the R installpackages:
There is a binary version available (and will be installed) but the
  source version is later:
         binary source
forecast    7.1    7.2

also installing the dependencies 'stringi', 'magrittr', 'stringr', 'RColorBrewer', 'dichromat', 'munsell', 'labeling', 'quadprog', 'digest', 'gtable', 'plyr', 'reshape2', 'scales', 'zoo', 'timeDate', 'tseries', 'fracdiff', 'Rcpp', 'colorspace', 'ggplot2', 'RcppArmadillo'

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The downloaded binary packages are in
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also installing the dependencies 'minqa', 'nloptr', 'RcppEigen', 'Matrix', 'lme4', 'SparseM', 'MatrixModels', 'pbkrtest', 'quantreg', 'lmtest', 'chron', 'mvtnorm', 'pcaPP', 'reshape', 'car', 'sp', 'vcd', 'data.table', 'pls', 'e1071', 'cvTools', 'rrcov', 'GGally', 'sROC', 'VIM', 'DEoptimR', 'sgeostat', 'robCompositions', 'robustbase'

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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/matrixcalc_1.0-3.zip'
Content type 'application/zip' length 163518 bytes (159 Kb)
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/randomForest_4.6-12.zip'
Content type 'application/zip' length 177216 bytes (173 Kb)
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/NbClust_3.0.zip'
Content type 'application/zip' length 39943 bytes (39 Kb)
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also installing the dependencies 'bitops', 'gtools', 'gdata', 'caTools', 'gplots'

trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/bitops_1.0-6.zip'
Content type 'application/zip' length 36018 bytes (35 Kb)
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/gtools_3.4.2.zip'
Content type 'application/zip' length 128615 bytes (125 Kb)
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/gdata_2.17.0.zip'
Content type 'application/zip' length 1177911 bytes (1.1 Mb)
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/caTools_1.17.1.zip'
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/gplots_3.0.1.zip'
Content type 'application/zip' length 511603 bytes (499 Kb)
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trying URL 'http://cran.us.r-project.org/bin/windows/contrib/3.1/ROCR_1.0-7.zip'
Content type 'application/zip' length 151965 bytes (148 Kb)
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package 'bitops' successfully unpacked and MD5 sums checked
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package 'ROCR' successfully unpacked and MD5 sums checked

The downloaded binary packages are in
        C:\Users\BDAHAB\AppData\Local\Temp\RtmpWkBg3J\downloaded_packages
* installing *source* package 'OBIEEAdvancedAnalytics' ...
** R
** preparing package for lazy loading
** help
*** installing help indices
** building package indices
** testing if installed package can be loaded
* DONE (OBIEEAdvancedAnalytics)
Oracle Distribution of R version 3.1.1 (2012-06-22)
Platform: x86_64-w64-mingw32/x64 (64-bit)

locale:
[1] LC_COLLATE=Hebrew_Israel.1255  LC_CTYPE=Hebrew_Israel.1255
[3] LC_MONETARY=Hebrew_Israel.1255 LC_NUMERIC=C
[5] LC_TIME=Hebrew_Israel.1255

attached base packages:
[1] stats     graphics  grDevices utils     datasets  base

loaded via a namespace (and not attached):
[1] tools_3.1.1
#### R Package Install completed successfully ####

מסלול Business Analytics & Big Data בשבוע אורקל 2015

שבוע אורקל יתקיים השנה בשבוע המתחיל ב15 לנובמבר. ביומיים של השבוע שלאחר מכן, (22,23 לנובמבר) יתקיימו גם ימי After Event Workshops.

טובית ואני ננהל את מסלול הBusiness Analytics  & Big Data. ניתן לראות את ההרצאות כאן:

 http://www.oracleweek.com/learning-track/business-analytics/.

השקענו גם בסרטון חינוכי באורך דקה ו21 שניות, המתאר את המסלול ומפרט את ההרצאות. ניתן לראות אותו כאן.

אישית, אני מעביר את Introduction to Data Science Concepts and Tools ומתארח אצל דני במערכות BI בעידן ה- Big Data - טכנולוגיות, מתודולוגיות, כלים ומגמות.