PUBLIC SAP BusinessObjects Business Intelligence platform Document Version: 4.3 – 2020-06-12 Information Design Tool User Guide company. All rights reserved. All rights company. affiliate THE BEST RUN 2020 SAP SE or an SAP SE or an SAP SAP 2020 © Content 1 What's new?............................................................... 11 2 Getting started.............................................................12 2.1 What is the information design tool?...............................................14 Who uses the information design tool?...........................................15 2.2 Starting the information design tool...............................................15 Setting the information design tool to start in Set Editing Mode only ......................16 Starting the information design tool in set editing mode...............................17 2.3 Working with the interface......................................................17 Welcome page............................................................19 Resetting the user interface display.............................................20 Preferences............................................................. 20 Help...................................................................22 2.4 Using the sample universe......................................................23 2.5 Using extensions in the tool.....................................................24 3 Converting universe design tool universes........................................25 3.1 Benefits of converting .unv universes..............................................25 In a repository............................................................28 Locally.................................................................29 3.2 Supported features...........................................................31 3.3 Resolving conversion errors.....................................................35 4 Working with universes.......................................................38 4.1 Relational universe...........................................................38 4.2 Multi-dimensional (OLAP) universe............................................... 39 4.3 Multi-source universe.........................................................40 4.4 Specific data sources.........................................................40 SAP BW................................................................40 SAP HANA..............................................................46 SAP ERP................................................................52 Microsoft Analysis Services (MSAS)............................................ 53 Essbase................................................................55 SAS...................................................................57 4.5 Working with the New Universe wizard............................................. 57 Select or create a project in the New Universe wizard................................ 58 Select the data source type in the New Universe wizard...............................58 Select or create a relational connection in the New Universe wizard......................59 Information Design Tool User Guide 2 PUBLIC Content Select or create an OLAP connection in the New Universe wizard........................59 Select or create a data foundation in the New Universe wizard..........................60 4.6 Creating universes...........................................................60 5 Managing your projects and resources...........................................64 5.1 Working with projects.........................................................64 Working with local projects and resources........................................64 Recovering universe resources in local projects after workspace corruption................ 68 Working on shared projects.................................................. 69 What is project synchronization?...............................................71 Saving resources as PDF, HTML, or Text files.......................................77 5.2 Working with repository resources................................................78 Managing repository resources................................................78 Managing a session........................................................80 Running a query on a universe published in a repository...............................81 Locking universes.........................................................82 6 Accessing databases through connections........................................83 6.1 What are connections?........................................................83 Local connections.........................................................84 Secured connections.......................................................85 Connection shortcuts...................................................... 86 6.2 Working with the Connection Editor...............................................87 6.3 Creating and editing connections.................................................87 Relational connection.......................................................87 OLAP connection.........................................................109 Local and secured connections...............................................120 Connection shortcuts......................................................121 Editing connection shortcuts.................................................122 7 Designing a data foundation..................................................123 7.1 Getting started with data foundations.............................................123 Single-source data foundations...............................................124 Multisource-enabled data foundations..........................................124 Building a data foundation...................................................126 Data foundation properties..................................................129 7.2 The Data Foundation Editor....................................................133 Arranging tables in the Data Foundation Editor....................................134 Changing the display of objects in the Data Foundation Editor..........................135 Views................................................................. 138 7.3 Connections...............................................................142 Adding connections to a data foundation........................................144 Information Design Tool User Guide Content PUBLIC 3 Changing a connection in a data foundation......................................145 Selecting delimitation overrides to keep.........................................145 Searching for tables in the Connection pane......................................146 Filtering the tables in the connection by table type..................................147 Filtering tables in an SAP HANA connection by information model...................... 148 7.4 Table elements.............................................................149 Tables.................................................................149 Table row counts......................................................... 158 Inserting a calculated column................................................159 Inserting a time column.................................................... 160 Input columns...........................................................160 Showing table values...................................................... 162 Showing column values.....................................................163 Profiling column values.....................................................164 Alias tables and derived tables................................................164 7.5 Managing tables............................................................170 Refreshing a data foundation.................................................171 Filtering the data foundation.................................................173 Searching for tables and columns in the data foundation............................. 173 Showing local dependencies in the data foundation.................................174 7.6 Joins.................................................................... 174 Joins..................................................................175 Cardinality..............................................................179 Contexts...............................................................181 Using parameters, derived tables, and lists of values in the data foundation................184 7.7 Optimizing................................................................185 Loops.................................................................186 Chasm traps............................................................188 Fan traps...............................................................190 7.8 Stored procedures in the data foundation...........................................191 Inserting a Stored Procedure.................................................193 Editing values for Stored Procedures Input Parameters..............................193 Refreshing the structure of a data foundation based on stored procedures tables............193 Stored procedure security right...............................................195 8 Working with the federation layer..............................................196 8.1 What is the federation layer?................................................... 196 8.2 Building the federation data flow.................................................196 8.3 Federated tables............................................................197