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If you want to create a planning application, you have to select a planning connection. For more information see
Selecting a Planning Connection [page 79]
Context
Connections represent BW or SAP HANA systems or universes. They are defined and configured by your
administrator. Connections have to be active if you want to select a data source and use it immediately. However,
you can also work with an inactive connection when designing and then validate the data sources for this
connection later when the connection is active. The connection is automatically active when the backend system
(SAP HANA, SAP NetWeaver BW, universe) is up and running.
Procedure
1. In the Connection box, click Browse.... The Select Connection dialog box opens where you can choose one of
the created connections. The Log on to <BW system> or the Log on to <SAP HANA system> dialog box is
displayed.
If you or your system administrator has created new data source connections on the platform (BI platform or
SAP NetWeaver ) or locally, and you want these connections to be displayed in the Select Connection dialog
box, press Reload. The system adds your new connections to the existing connections list in the Select
Connection dialog box.
2. This step depends on your choice of connection (SAP BW or SAP HANA system or universe). For a BW
system, enter the client, your user credentials and the language. For an SAP HANA system, enter your user
credentials and the language. If you chose a universe as your connection, you can skip step 2.
If the administrator has created a single sign-on connection for a BW system, you can connect to the BW
systems without having to enter the BW username and password in the Logon to <BW system> dialog box
(when inserting a BW data source in the design tool). You can change the client and the language of the BW
system in this dialog box.
Note
○
Currently single sign-on for SAP HANA system connections is supported for the SAP BusinessObjects
platform 4.1 but not for the 4.0 platform.
○
Note that for OLAP connections of type SAP BW or SAP HANA the authentication typePrompt is not
supported by Design Studio. So either choose Pre-defined or Single-Sign-On when creating an OLAP
connection on the BI Platform.
Results
You have selected a connection and can now select a data source based on this connection.
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Note
You can see all created connections in the design tool under
Tools
Preferences
Backend Connections.
To display recently defined connections in the corresponding table, click Reload All Connections.
6.2 Selecting a Data Source
Context
You select a data source so that you can assign data to your component. Data sources can be SAP BW queries or
query views, SAP HANA analytic or calculation views or universe queries. Depending on your connection choice,
you have to perform different steps for BW/ and SAP HANA data sources on the one hand, and universe data
sources on the other hand.
Procedure
1. For SAP BW and SAP HANA data sources: In the Data Source box, use one of the following methods:
○
Type the name of a data source that you know.
Tip
To see the history of your last ten choices, press
CTRL
+ Space
on your keyboard.
○
Type the name of a data source that you want to create later but which does not exist at the moment and
click
Enter
. The system asks you to confirm that the data source does not show any data, as long as it is
not active for the chosen connection, and that you can use the data source with the corresponding data
source alias for further design steps. Choose the type for the data source (query, query view,
InfoProvider) and click Add.
○
Click Browse. The Select Data Source dialog box opens. Depending on the chosen connection (BW system
or SAP HANA system), this dialog box will have a folder tab and/or search tab.
Option
Description
connection to
BW system
Folder tab: You can specify if you want to look for queries or query views in the InfoAreas or Roles view.
The InfoAreas view displays all InfoObjects (InfoAreas, InfoCubes, queries, and query views) in a tree
structure. The Roles view displays your role-based objects in a tree structure. Select the view that
suits your needs.
Search tab: You can search for the description or technical name of a data source. To retrieve data
sources that begin with a specific string, you can type * after a partial string. You can also type a
partial string without using *. The system will display any result that includes the partial string.
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Adding a Data Source
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Option
Description
connection to
SAP HANA
system
Folder tab: All available data sources are displayed in a hierarchical structure. Select the one that suits
your needs.
Search tab: You can search for the description or technical name of a data source. To retrieve data
sources that begin with a specific string, you can type * after a partial string. You can also type a
partial string without using *. The system will display any result that includes the partial string.
Remember
The option of typing a data source name or browsing for a data source depends on how a connection has
been configured. If the administrator has set one single data source for a connection, the system
automatically displays this data source in the Data Source box. In this case, you cannot overwrite the entry
or browse for another data source.
2. For universe data sources: Click Edit Query Specification to open the Query Panel. You can use the Query
Panel to build, test, and preview the results of queries. You edit a query specification by adding dimensions
and measures, setting filters, defining prompts, and so on. For further information about using the Query
Panel, see About the Member Selector [page 45] .
3. Click OK.
4. For universe data sources: this step is optional but usually recommended.
a) Select and right-click the new universe data source in the Outline view.
b) Choose Edit Initial View....in the context menu of the new data source and define the initial geometry of
your query, set additional filters, and so on.
a) Click OK + Create Crosstab or OK to leave the Edit Initial View dialog box. For further information about
the Initial View dialog box, see Working with the Initial View Dialog for Data Souce Aliases.
Results
You have selected a data source that you can now assign to your component. The properties of the chosen data
source (name, description and type) are displayed in the Add Data Source dialog and the properties view of the
data source.
Tip
You can easily exchange the data source: Click the symbol right to the data source name in the data source
properties view. The Exchange Data Source dialog box opens where you can choose another data source.
Related Information
Assigning a Data Source to a Component [page 67]
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6.2.1 Creating a Query
Prerequisites
This procedure assumes that you have opened the Query Panel (also refered to in the design studio as Edit Query
Specification dialog box) on a published universe.
Context
You can use this procedure to create queries and preview the results of universe queries.
For links to more detailed information about each step, see the Related Topics.
Procedure
1. To select the objects you want to include in the query, drag objects from the universe on the left into the
Result Objects pane.
2. For hierarchy result objects, select members to include or exclude in the results. To open the Member
Selector, click the arrow to the right of the hierarchy object name.
3. To filter the results of the query, drag objects from the universe into the Filter Objects pane.
If a mandatory filter is defined on an object, the filter is triggered when you add the object to the Result
Objects pane. The mandatory filter is visible in the query script, but not in the Filter Objects pane.
Non-mandatory, pre-defined filters are listed in the universe. You can drag these pre-defined filters into the
Filter Objects pane to limit the results. The filter is visible in the query script.
You can also build business filters, including filters that use prompts. For detailed information, see the related
topics.
4. For relational universes, you can build combined queries. To open the Combined Queries pane, click the
(Show/Hide) Combined Query Panel icon in the upper left corner of the dialog box.
5. To preview the query results, click the refresh button in the Data Preview pane.
To change the layout of hierarchical data, click the Result set display options icon in the Data Preview pane
and select an option from the list:
Option
Description
Flat layout
Displays repeated values for a level in every row.
Hierarchical layout
Displays repeated values once for a level.
6. Click OK. Now you can use the query as a data source for your application.
To define the initial geometry of your query and set additonal filters, we recommend that you open and refine
the query in the Edit Initial View...dialog box.
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Related Information
Working with the Initial View Dialog Box for Data Source Aliases [page 65]
About the Member Selector [page 45]
Creating a Business Filter [page 54]
Filtering Data Using Prompts [page 56]
6.2.2 About the Member Selector
The Member Selector lets you visualize and select members in a hierarchy. Use the Member Selector to:
●
Select the members you want to appear in the query result set.
●
Define members that will be excluded from queries.
●
Define prompts to allow the selection of members to appear in the query each time you run the query.
●
Select the members for a named set.
●
Select the members when defining a Business Security Profile filter.
You open the Member Selector from hierarchy objects that you include in queries in the Query Panel. The Member
Selector opens automatically when you edit named sets or filters for a Business Security Profile on a hierarchical
business layer.
Related Information
Selecting hierarchy members [page 47]
About selecting hierarchy members [page 45]
6.2.2.1 About selecting hierarchy members
In the Member Selector, you can select members in several ways:
●
Select members explicitly in the hierarchy. For example, explicitly select the [California] and [Los Angeles]
members of the [Geography] hierarchy.
●
Select members implicitly using hierarchy relationships. For example, to select US states, you can select the
child members of the [US] member.
●
Select members included in a named set, for example Top Cities by Revenue, to include the cities that
generate the most revenue.
●
Select all members in a hierarchy level.
●
Select all members up to a certain level in the hierarchy.
●
Select calculated members.
The Member Selector contains three tabs:
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Tab
Description
Members
Displays the members arranged hierarchically. Use this tab to
select members explicitly, by hierarchical relationships, and
by specifying all members up to a given level.
Metadata
Shows the hierarchy levels (if the hierarchy supports named
levels), named sets, and calculated members.
Prompts
Lets you define and modify prompts.
For information on how to select, display, search for, and sort hierarchy members, see the related topics.
Related Information
Selecting hierarchy members [page 47]
Selecting members by hierarchy relationship [page 47]
Selecting hierarchy members by level [page 48]
Selecting named sets [page 49]
Selecting calculated members [page 50]
Searching for hierarchy members [page 50]
Excluding hierarchy members [page 51]
Defining a prompt to select members [page 52]
Showing selected members in the Member Selector [page 52]
Sorting hierarchy members [page 53]
Setting display options [page 53]
Showing estimated child count [page 54]
6.2.2.2 Opening the Member Selector in the Query Panel
Procedure
1. In the Query Panel, add the hierarchy object to the Result Objects pane.
2. To open the Member Selector, click the arrow to the right of the hierarchy object name:
.
3. You can now select members in the hierarchy for inclusion or exclusion in a query. For descriptions of
different ways to select members, see the related topic.
Related Information
About selecting hierarchy members [page 45]
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6.2.2.3 Selecting hierarchy members
Procedure
1. In the Member Selector, click the Members tab to display the hierarchy members.
2. Select members in the hierarchy display.
3. To select all members in the hierarchy, click the Select icon
, and select Select All.
4. To select all members up to a specified level in the hierarchy, click the Select icon
. You can identify the
level in two ways:
Option
Description
Select a named level
This option is only available if the hierarchy has named levels. Select Select All
Members until Named Level and select the level from the submenu.
Select a number of levels below
the root
Select Select All Members until and select the number of levels from the submenu.
5. When you complete your selection, click OK.
Results
The selected members appear below the hierarchy object in the Result Objects pane of the Query Panel. When you
run the query, only those members are included in the query result.
Related Information
Opening the Member Selector in the Query Panel [page 46]
6.2.2.4 Selecting members by hierarchy relationship
Procedure
1. In the Member Selector, click the Members tab to display the hierarchy members.
2. In the hierarchy, right-click the member for which you want to define the hierarchy relationship.
3. Select the relationship function from the menu:
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Note
Children/Descendants and Parents/Ancestors are mutually exclusive pairs. You cannot select both the
children and the descendants of a member, and you cannot select both the parents and the ascendants of
a member.
Relationship
Function
Description
Self
Includes only the selected member. This is the default setting.
Children
Includes members one level below the selected member that have the selected member as
their parent. The selected member is not included.
Descendants
Includes all members at all levels below the selected member. The selected member is not
included.
Descendants until
Named Level...
Includes the members at levels below the selected member until the named level you select.
This option is only available if the hierarchy has named levels.
Descendants until...
Includes the members at levels below the selected member until the number of levels you
select.
Parent
Includes the member that is one level above the selected member. The selected member is not
included.
Ancestors
Includes all members at all levels above the selected member. The selected member is not
included.
Siblings
Includes members at the same level that have the same parent as the selected member. The
selected member is not included.
Exclude
Excludes members according to the relationship function (Self/Children/Descendants/
Parent/Ancestors/Siblings).
Related Information
Opening the Member Selector in the Query Panel [page 46]
6.2.2.5 Selecting hierarchy members by level
Prerequisites
To select members by level, the hierarchy must have named levels.
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Procedure
1. In the Member Selector, click the Metadata tab to display the hierarchy levels.
Note
If the Levels folder does not display in the Metadata tab, the hierarchy is not level-based and you cannot
select members by level.
2. Select levels in the Levels folder.
3. Click OK.
Related Information
Opening the Member Selector in the Query Panel [page 46]
6.2.2.6 Selecting named sets
Prerequisites
To select members by named set, the hierarchy must have at least one named set defined. Named sets are
defined in the business layer of the universe.
Procedure
1. In the Member Selector, click the Metadata tab to display the named sets.
Note
If the Named Sets folder does not display in the Metadata tab, the hierarchy has no named sets defined.
2. Select named sets in the Named Sets folder.
3. Click OK.
Related Information
Opening the Member Selector in the Query Panel [page 46]
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6.2.2.7 Selecting calculated members
Prerequisites
To select calculated members, the hierarchy must have at least one calculated member defined. Calculated
members are defined in the business layer of the universe.
Procedure
1. In the Member Selector, click the Metadata tab to display the calculated members.
Note
If the Calculated Members folder does not display in the Metadata tab, the hierarchy has no calculated
members defined.
2. Select calculated members in the Calculated Members folder.
3. Click OK.
Related Information
Opening the Member Selector in the Query Panel [page 46]
6.2.2.8 Searching for hierarchy members
Context
Use the Search function in the Member Selector to select hierarchy members from a list of search results.
Procedure
1. To open the Member Search dialog box, in the Member Selector Members tab, click the Search icon
.
2. Enter text to search for in the Search pattern box.
You can use wildcards in the search:
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Application Designer Guide: Designing Analysis Applications
Adding a Data Source
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