Peoplesoft Cube Manager Peopletools 8.4: Peoplesoft Cube Manager
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PeopleTools 8.4: PeopleSoft Cube Manager PeopleTools 8.4: PeopleSoft Cube Manager SKU Tr84CBM-B 0302 PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and Development. Copyright © 2002 PeopleSoft, Inc. All rights reserved. Printed in the United States. All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft. This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft in writing. The copyrighted software that accompanies this document is licensed for use only in strict accordance with the applicable license agreement which should be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof. PeopleSoft, the PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and Vantive are registered trademarks, and "People power the internet." and Pure Internet Architecture are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners. The information contained herein is subject to change without notice. Contents PeopleSoft Cube Manager Preface About This PeopleBook.................................................................................................... vii Before You Begin............................................................................................................. vii PeopleSoft Application Fundamentals ............................................................................ viii Related Documentation ................................................................................................... viii Hard-copy Documentation........................................................................................ viii PeopleBooks Standard Field Definitions........................................................................... ix Typographical Conventions and Visual Cues..................................................................... x Page and Panel Introductory Table.................................................................................... xi Comments and Suggestions.............................................................................................. xii Chapter 1 Introduction to Cube Manager Understanding OLAP ...................................................................................................... 1-1 Understanding Cubes....................................................................................................... 1-3 Rollups ...................................................................................................................... 1-4 Cube Manager Architecture...................................................................................... 1-6 Designing With PeopleSoft Cube Manager..................................................................... 1-7 PeopleSoft Metadata ................................................................................................. 1-8 PeopleSoft Process Scheduler Integration ................................................................ 1-8 Using Supported OLAP Tools......................................................................................... 1-9 PowerPlay ................................................................................................................. 1-9 Essbase.................................................................................................................... 1-11 Designing and Building OLAP Cubes........................................................................... 1-11 Chapter 2 Designing Cube Metadata Using Trees...................................................................................................................... 2-1 Creating Queries.............................................................................................................. 2-2 Dimension Queries.................................................................................................... 2-3 Attribute Queries....................................................................................................... 2-7 Data Source Queries................................................................................................ 2-10 P EOPLES OFT P ROPRIETARY AND C ONFIDENTIAL C ONTENTS iii P EOPLES OFT C UBE M ANAGER Chapter 3 Designing Cubes Understanding Cube Design and Components ................................................................3-1 Designing a Cube.............................................................................................................3-3 Pages Used to Design a Cube....................................................................................3-3 Defining Dimension Structures.................................................................................3-4 Defining Dimension Options ....................................................................................3-9 Defining Rollup Options .........................................................................................3-10 Defining the Source of the Metadata for Each Rollup ............................................3-10 Mapping Fields to a Role in the Rollup ..................................................................3-13 Designing Cube Definitions...........................................................................................3-15 Pages Used to Design Cube Definitions..................................................................3-15 Mapping Data Sources to Dimensions and Selecting Dimensions for the Cube.....3-15 Adding Cube Inputs to a Cube Definition...............................................................3-18 Mapping Source Query Fields to Cube Components..............................................3-19 Designing Attribute Names ...........................................................................................3-20 Page Used to Design Attribute Names....................................................................3-20 Specifying User-Defined Attributes........................................................................3-20 Chapter 4 Building Cubes Understanding Cube Instance Definitions .......................................................................4-1 Building Cube Instances ..................................................................................................4-1 Pages Used to Build Cube Instances.........................................................................4-2 Defining Cube Settings and Selecting Dimensions, Measures, and Attributes.........4-2 Creating the Cube Filter ............................................................................................4-4 Defining Cube Settings for Essbase ..........................................................................4-6 Defining Cube Settings for Cognos PowerPlay ......................................................4-10 Identifying Field and Record Objects .....................................................................4-13 Defining Cube Aggregates......................................................................................4-14 Building Cubes ..............................................................................................................4-14 Pages Used to Build Cubes .....................................................................................4-15 Defining the Cube Build Specifications and Bind Variables ..................................4-15 Defining Bind Variables..........................................................................................4-18 Defining a Cube Build Process Using Process Scheduler Manager........................4-22 Running the Process to Build the Cube...................................................................4-23 Chapter 5 Securing Cubes Securing PeopleSoft Cube Manager Cubes .....................................................................5-1 C ONTENTS iv P EOPLES OFT P ROPRIETARY AND C ONFIDENTIAL P EOPLES OFT C UBE M ANAGER Pages Used to Secure PeopleSoft Cube Manager Cubes .......................................... 5-1 Controlling User Operations ..................................................................................... 5-1 Setting User Actions ................................................................................................. 5-2 View Content References.......................................................................................... 5-3 Chapter 6 Appendix A: Installing PowerPlay Glossary Index P EOPLES OFT P ROPRIETARY AND C ONFIDENTIAL C ONTENTS v PeopleSoft Cube Manager Preface This book discusses Cube Manager, a set of PeopleTools pages and processes that you use to create and maintain analytic data stores, also called OLAP (Online Analytical Processing) cubes. Its chapters explain the basic concepts of OLAP and the tools that are supported, as well as how to use PeopleTools to design analytic components, build, and troubleshoot cubes. The