welcome to brio query

AAUDE Data Warehouse and
Web Front End Manual
Copyright © 2005, 2008, 2012 Massachusetts Institute of Technology and Association of American Universities Data Exchange
TABLE OF CONTENTS
TABLE OF CONTENTS
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INTRODUCTION
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OVERVIEW
GETTING HELP/COMMENTS AND QUESTIONS
THE AAUDE DATA WAREHOUSE
Data Warehousing Basics
Data Models: Star Schemas, Facts, Dimensions
The AAUDE data warehouse website
Warehouse Metadata
Exercise 1: Using Warehouse Metada
ACCESSING THE DATA WAREHOUSE THROUGH A DESKTOP REPORTING TOOL
ACCESSING THE DATA WAREHOUSE THROUGH THE WEB FRONT END
Two options: plug-in client and thin client
Installing the plug-in
XIs vs. Query Library
Web Front End Access
WFE Navigation
GETTING DATA FROM THE WAREHOUSE
EXCHANGE ITEM INTERFACES
Introduction to XIs
What's available through XIs?
The XI template: standard navigation and functionality
Navigating within an XI : Plug-in client
Navigating within an XI : Thin client
Exercise 2: Using an XI
THE QUERY LIBRARY
Running Library Queries
Exercise 3: Running a Library Query
Exercise 4: Modifying a Library Query
CREATING YOUR OWN QUERY
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AN IN-DEPTH TOUR OF HYPERION/BRIO
The basic elements of a Query
Navigation within Hyperion/Brio
Toolbars for performing tasks
Status bar for getting information about your queries
CREATING THE QUERY
Choosing the tables
Specifying the items of data to retrieve
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Rearranging items in the Request Line
Removing items from the Request Line
Checking the query size
SPECIFYING LIMITS
Variable Limits
Arranging the information
Sorting as part of the query or sorting the results
A look at the completed query
More things to know about limits
Processing the query
WORKING WITH THE RESULTS
Resize Column Widths
Wrap text in a column
Move columns
EXERCISE 5: CREATE YOUR OWN QUERY AND PROCESS THE RESULTS.
EXPORTING DATA INTO OTHER FILE FORMATS
TABLES, JOINS, AND STAR SCHEMAS
Tables and Joins
Turning off Auto-Joins
Deleting an existing Join
Setting up Simple Joins
Star Schemas
Creating the Star
CREATING A COMPUTED COLUMN
PIVOT TABLES
Creating a Pivot Table
Creating Computed Items in the Pivot
Drilling down into data
Adding totals and subtotals to a Pivot
EXERCISE 6: COMPUTED ITEMS AND PIVOT TABLES
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ADD A CHART TO AN EXISTING QUERY
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ADD A REPORT TO AN EXISTING QUERY
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APPENDIX A: INSTRUCTIONS FOR INSTALLING AND TROUBLESHOOTING
THE HYPERION PLUG-IN
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INTRODUCTION
OVERVIEW
This hands-on training session will give you an opportunity to learn about the
AAUDE Web Front End (WFE) and to explore the data in the AAUDE data
warehouse. One of the goals of this class is to introduce you to how to construct
meaningful queries to retrieve data from the warehouse. You’ll also learn some
techniques for building complex queries and working with advanced features
of Hyperion/Brio
During the class, you’ll learn...
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the data warehouse structure and metadata
data models, stars, facts and dimensions
how to navigate within the Hyperion web environment
how to use AAUDE's XIs (eXchange item Interfaces)
how to run existing queries
how to modify existing queries
how to construct queries
how to join data from multiple tables
how to create computed items
how to aggregate data in different ways
how to produce pivot tables, reports, and graphs
Hyperion/Brio has many features – too numerous to cover in this class. We
encourage you to take time to explore other features outside of this session.
GETTING HELP/COMMENTS AND QUESTIONS
Hyperion/Brio has an extensive online help system. To use help, click "HELP"
in top right corner of the browser window. You can also access the help system
from within the plug-in client, by clicking "help" in the top right corner of the
screen. The basic navigational features of the help system:
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Contents: Displays a table of contents.
Index: Lets you search the online help index.
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Find: Lets you search online help using key words or phrases.
For additional help, or to provide comments or ask questions about this
document or the WFE, contact the WFE working group:
[email protected]. For general comments/questions about the
AAUDE data warehouse, contact [email protected].
THE AAUDE DATA WAREHOUSE
Data Warehousing Basics
A data warehouse is a database that is optimized for reporting. This is in
contrast to "transactional" databases, which are designed to manage large
numbers of transactions (e.g. a student registering for courses; a charge being
posted to a general ledger account; an annual salary being updated) but are
often difficult to report out of because of their complexity. "Optimized for
reporting" means, in this context:
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The data warehouse is made up of a relatively small number of tables.
There are generally two types of tables: those storing measurable "facts,"
and those storing "dimensional" data, which allow for analysis at
varying levels of granularity.
The relationships among tables are straightforward.
The data are read-only; users cannot change any of the data in the
warehouse directly.
Data Models: Star Schemas, Facts, Dimensions
A data model is a representation of the logical relationships among tables in a
database. In a data warehouse, data models are referred to as "star schemas"
because in general they contain one central "fact" table surrounded by a group
of "dimension" tables -- an arrangement that looks somewhat like a star. A
sample AAUDE star schema (for Faculty Profile by CIP) is displayed below,
along with additional observations about facts and dimensions:
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Fact tables contain the measurable data to be used in reporting. These
tables can be very large -- on the order of millions of rows. In the
example below, FACULTY_HEAD_COUNT is the measurable data.
Fact tables in the AAUDE data warehouse always contain the word
"Detail" in their name.
Fact tables are joined to dimension tables based on "Key" fields that both
tables have in common. For example, the Faculty_Profile_Detail table
has a field called Institution_Key, which means it can be joined to the
INSTITUTION table.
Dimension tables provide granularity to the fact tables. They allow you
to "slice and dice," limit, organize, and group the data you want to see.
When building a query to run against a data warehouse, always set your
limits in the dimension tables, and never in the fact tables.
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Figure 1: Star Schema for Faculty Profile by CIP
The AAUDE data warehouse website
The AAUDE data warehouse web page is a valuable resource for information
related to the warehouse, including:
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confidentiality and data-sharing policies
connectivity information for users connecting to the warehouse via ODBC
links to extensive metadata pages
View the web page at http://www.aaude.org
Warehouse Metadata
The AAUDE warehouse metadata page should be your first stop for
information about the data in the warehouse and for constructing queries for
extracting that data. For each exchange item housed in the warehouse, the
metadata site provides multiple resources, including:
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A description of the exchange item, with links to table listings and data
models:
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Figure 2: exchange item description in warehouse metadata
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A listing of the tables in each star/table group:
Figure 3: table listing in warehouse metadata
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For each table, a description of every field in the table:
Figure 4: field listing in warehouse metadata
To access the AAUDE data warehouse metadata, visit:
http://web.mit.edu/warehouse/metadata/aaude/
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Exercise 1: Using Warehouse Metadata
1. Locate the AAUDE data warehouse metadata online.
2. Assume you want to get information about "Graduate Stipends - Cash
Salary." Locate the appropriate data model and identify which tables
you would need to use in your query, and for each table whether it is a
fact or dimension table.
3. One measure used in this Exchange Item is "MAX CREDITS PER
TERM." Lookup this field in the metadata and review its description.
ACCESSING THE DATA WAREHOUSE THROUGH A DESKTOP REPORTING TOOL
The AAUDE data warehouse is an Oracle database that can be accessed with
any desktop reporting tool capable of making an ODBC (Open Database
Connectivity) connection. Please see the AAUDE website for instructions on
establishing an ODBC connection to the data warehouse
(http://aaude.org/connecting-to-the-warehouse).
ACCESSING THE DATA WAREHOUSE THROUGH THE WEB FRONT END
Two options: plug-in client and thin client
There are two options for accessing the AAUDE data warehouse via the web
front end: the plug-in client or the thin/html client. The plug-in client offers
full Hyperion/Brio functionality; it looks and feels exactly like the desktop
version of Hyperion/Brio, but requires only the installation of a browser plugin.
The thin client is strictly html-based and requires no plug-ins. The thin client
has limited functionality: users can open and run already existing queries and
XIs, but cannot create new queries or modify existing queries. The plug-in
client is only available using Internet Explorer or Firefox on the Windows
operating system. For the thin client, the recommended browsers are Internet
Explorer or Firefox.
From the plug-in client users can save copies of Hyperion/Brio documents to
their local computers, but in no case can users save documents to the server
itself. If you've developed a new query that you think would be useful in the
AAUDE query library, contact the relevant caretaker or the WFE working group
([email protected]).
Installing the plug-in
For plug-in installation instructions and troubleshooting, please see Appendix
A. If you run into difficulties installing the plug-in, please email [email protected]
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XIs vs. Query Library
XIs (eXchange item Interfaces) are user-friendly "dashboards" that allow you to
access data for specific exchange items by selecting institutions and other
parameters. The benefit of an XI is that it does not require any knowledge of
the underlying data model, or of the Hyperion/Brio reporting application.
The Query Library is a collection of Hyperion/Brio queries that have been
developed by caretakers and other AAUDE users. The benefit of the query
library is that you are able to modify and manipulate queries to a greater extent
than in XIs.
Web Front End Access
To access the Web Front End from the AAUDE page:
• Navigate to the AAUDE website: http://www.aaude.org
• Login to the members' section using your individual AAUDE username and
password.
• After logging in, hover over the “Data Warehouse” link on the left hand
side of the screen then select “Web Front End.”
Figure 5: Selecting the WFE from the AAUDE website toolbar
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The first list under “What’s Available?” are the XIs, followed by a link to
accessing the Query Library.
To use an XI, click on the appropriate link, login to Hyperion with your
warehouse username and password, then you will be directed to the WFE
server.
To access the web front end directly, point your browser to the WFE server
(https://brioware.mit.edu/aaude/browse/login), and login with your
warehouse username and password.
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WFE Navigation
Whether you arrive at the WFE from the AAUDE site or directly via the url, the
first step is to login to the server with your warehouse username and password.
Figure 6: WFE server login page
Once you've logged in successfully, one of three things should happen:
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If you've requested an XI from the AAUDE site, that XI should open up.
If you have never installed the plug-in, please follow the instructions
described above.
If you've requested the Query Library from the AAUDE website, you'll
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Figure 7: Query Library
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If you've logged into the WFE server directly, you'll see the following
screen:
Figure 8: WFE Navigation
The Hyperion environment has a basic folder hierarchy:
• Root: the top-most level in the hierarchy; AAUDE users don't need to
worry about Root, since they only have access to items in the AAUDE
sub-folder.
• AAUDE: the sub-folder containing all AAUDE Hyperion/Brio
documents. Listed at the AAUDE level are all of the available XIs
• library: the Query Library, which contains all of the available standard
AAUDE queries
General AAUDE users cannot create or modify anything within these folders,
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so feel free to explore.
The icons beside each XI or query indicate if plug-in and/or html versions of
the document are available. These icons are not particularly intuitive, but the
general rule of thumb is:
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if there are two icons, the one on the left is the html version and the one
on the right is the plug-in version
if there is only one icon, it is the plug-in version
Figure 9: plug-in vs. html
GETTING DATA FROM THE WAREHOUSE
EXCHANGE ITEM INTERFACES
Introduction to XIs
Exchange Item Interfaces (or XIs) are dashboard-style reporting tools developed
by the WFE development team. The goal is to have at least one XI per exchange
item, and ultimately to develop cross-item XIs. As currently configured, the
AAUDE XIs can be used to produce raw datasets or pivot tables. Reports and
charts may be added as future enhancements.
What's available through XIs?
As of February 29, 2012, the following XIs are available via the web front end:
• AAUDE Faculty Profile by CIP
• AAUDE Faculty Salary by CIP
• AAU Institutional Indicators
• AAUP Faculty Salaries
• CUPA Administrative Salaries
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Delaware Study
Faculty Survey
Freshman Profile
Graduate Student Stipends
IPEDS Completions
IPEDS HR
NSF R&D Expenditures
Retention and Graduation Rates
Undergraduate Time to Degree
The XI template: standard navigation and functionality
While XIs have different features and functionality depending on the nature of
the underlying exchange item, the WFE development team has implemented a
common template of stylistic and functional elements across all XIs. Key
features of the template include:
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A login page.
A master list of selected institutions to be included in your dataset.
Primary institution selection.
Peer Group selection: selecting a peer group allows you to add a predetermined list of multiple institutions at once.
Add and remove additional institutions from your selected list.
Institutional labeling: allows you to indicate whether you want formal
or informal names in your report.
Institutional grouping: list institutions individually, or alternately
display one line for your primary institution and one line for all your
selected institutions.
Year options: allow you to select a starting year and indicate whether the
report should reflect a trend or a single year of data.
Buttons to export data and to reset selections:
o "Process and Display:" processes your request and displays the
pivoted results.
o "Process and Export Pivot:" processes your request and exports the
results to an Excel pivot table.
o "Process and Export CSV:" processes your request and exports the
raw results to a comma-separated-value text file.
o "Reset Institutions:" resets your institution list, but none of your
other selections
o "Reset Selections:" resets all of your selections, but not your
institution list.
Contextual help buttons.
When you first open an XI you should arrive at a login screen. Even though
you've already logged into the WFE server, you also have to log into each XI;
this is a Hyperion/Oracle security requirement. To login, enter your warehouse
username and password and click the "Login." button. (Note: hitting the
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"Enter/Return" key will not work; you must click the "Login" button).
Figure 10: Logging in to an XI
If the login is unsuccessful, you'll get an error message. If it is successful, the
main XI page will be loaded.
In any XI, the top section of the page will have the standard template elements,
and the bottom section of the page will have XI-specific reporting options.
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Figure 11: XI template elements
Navigating within an XI : Plug-in client
Figure 12: XI navigation - plug in client
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Navigating within an XI : Thin client
Figure 13: XI navigation - thin client
Exercise 2: Using an XI
1. Navigate to the WFE and log in with your warehouse username and
password.
2. Open the NSF R&D Expenditures XI.
3. Login to the XI.
4. Select a Primary Institution.
5. Select a Peer Group.
6. Add an additional institution to your selected list.
7. Remove 2 institutions from your selected list.
8. Make your labeling and grouping selections.
9. Make your year selections.
10. Make your report type and additional reporting selections
11. Click "Process and Review."
12. Return to the main XI page. Reset your institution list, and select new
institutions.
13. Click "Process and Export Pivot."
14. Save the Pivot to your desktop.
THE QUERY LIBRARY
The WFE query library is a collection of queries developed by caretakers and
other AAUDE members. These queries can be run as-is, or can be customized
by users.
Running Library Queries
The steps for running a library query are simple:
1. Login to the Hyperion server, either directly or via the AAUDE website.
2. Navigate to the library section.
3. Open the relevant query.
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Click "Process," or select Tools->Process Query->Current
Enter your warehouse username and password.
Supply the appropriate limits, if requested.
Wait for the results to appear.
Exercise 3: Running a Library Query
In this exercise you'll open and run a standard library query.
1. Navigate to the Query Library of the Web Front End.
2. Open the plug-in version of ipeds_completion_detail.
3. Process the query, either by pushing the “Process” button or selecting
Tools/ Process Query/ Current. The first time you process you will be
prompted to connect to aaude.oce. Do so by entering your warehouse
username and password
Figure 14: Process button
4. You will be prompted to select Academic Year(s)
5. Highlight your desired Academic Year(s) by clicking on the year.
To select multiple years:
Consecutive years: Click on beginning year. Hold shift key down and
click on ending year.
Non-consecutive years: Hold control button down and click on multiple
years.
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Figure 15: Selecting values from a limit
6. Press enter key or click the OK button when you have completed
making your choices.
7. You will be prompted to select one or more institutions. Highlight your
desired institution(s) by using the same process as for Academic Year.
8. You will be prompted to select one or more CIP categories. Highlight
your desired categories using the same process as for Academic Year.
9. You will be prompted to select one or more award degree levels.
Highlight your desired degree levels using the same process as for
Academic Year.
10. Your request will be processed and your results displayed.
11. Navigate to a pivot by clicking on its name in the Sections Catalog on
the left side of the window. If Sections are not visible, check
Section/Catalog under View menu.
Pivot tables
Figure 16: Viewing the Section/Catalog and pivot tables
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Once you are comfortable with running standard queries in the WFE, you may
want to experiment with modifying these queries. Among the options open to
you:
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changing which fields are requested
changing the sort order of your results
adding additional pivot, chart, or report sections
adding computed items to results and pivot tables
To export a section:
• Select the Results, Pivot, or Report you want to export
• Click File->Export->Section
• Select the File Type, indicate the location to which you want the file
saved, and click "Save."
Exercise 4: Modifying a Library Query
1. Navigate to the query library
2. Select the plug-in version of ipeds_enrolment_total_detail.
3. Select the Query section. Expand the list of tables available by clicking
on the plus (+) sign. Enter your warehouse username and password
when the login screen appears.
4. Review the list of fields requested.
5. Add the AAUDE_Peer_Institution table to the query by dragging it into
the main query window. Join it to the Institution table by connection the
Institution_Key fields. The resulting query will look like the following.
Figure 17: data model for exercise 4
6. In the AAUDE_PEER_INSTITUTION table, double-click the "Peer
Group" field. A limit screen will appear. Click the "Show Values"
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button, and select "AAU" from the list of values displayed. Click "OK."
7. Process the query.
8. Make the following selections:
Academic Year equal to “2004-2005.”
9. The status bar should report the number of rows that have been
retrieved; in this example the number will be approximately 5240.
10. Review existing pivot reports.
Save the query for future use
If you are using IE6, you can save the query and continue use it in the future.
Currently this does not work with IE7 or with Firefox.
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Select File/Save As and select your destination and file name.
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To reuse the file, you have two options: drag it over an open IE6 window, or
right-click on its icon and select ‘Open with / Internet Explorer’.
CREATING YOUR OWN QUERY
AN IN-DEPTH TOUR OF HYPERION/BRIO
Navigate to the library folder in the WFE window and open the bqy file called
"_blank." This is a blank slate for creating your own queries.
The Hyperion/Brio workspace provides a number of tools, in the form of a
menu bar, toolbars with buttons, the section pane, and task lines help you to
create queries and work with results:
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Figure 18: the Hyperion/Brio workspace
Hyperion/Brio lets you “ask questions” of the AAUDE Data Warehouse. To
use the application effectively, you need to form your question, then build a
query designed to answer that question.
The basic elements of a Query
There are 3 basic elements to a Hyperion/Brio query:
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The fields of data that you want to retrieve, e.g., Institution Name,
Academic Year, Department Name or CIP Program Code. Hyperion/Brio
refers to these as "request items." In order to create a query and produce
results, you must specify one or more request items
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Your criteria for selecting data for retrieval. For example, you may want to
retrieve data only for one Academic Year or only for certain Institutions.
Hyperion/Brio refers to these criteria as “limits.” Limits are optional when
constructing a query.
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How to arrange your results. For example, you may want to retrieve
financial data sorted by Institution Name or Department Name.
Hyperion/Brio refers to this as a “sort.” Sorting Results is optional when
constructing a query.
Hyperion has two methods you can use to specify these criteria. One way is to
choose commands from the Query menu; the other is to use the Request Line,
Limit Line and Sort Line features.
Query menu
command
Add Request
Item(s)
Line name
Purpose
Request
specify the items you
want to retrieve
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Add Limit(s)
Limit
specify criteria for
retrieving data
Add Sort(s)
Sort
specify how you want
to arrange data
By default the Request Line is displayed. If you want to use the Limit Line and
Sort Line you may have to turn on their display.
You can turn on the display of the Limit and Sort Lines by clicking the Limit
and Sort Line “links” displayed in the Section Title Bar.
Figure 19: displaying the Request, Limit, and Sort lines
Navigation within Hyperion/Brio
There are two tools for navigating, the section pane and the scrollbar:
Sections
The Hyperion/Brio program is divided into sections that which correspond to
data retrieval and reporting tasks:
Section
Purpose
Query
constructing queries
Results
displaying the results of a query
Pivot
display results in a pivot table
Report
prepare formatted reports based on query results
Chart
create a chart based on query results
You can also add sections using the New [Query/Pivot/Report/Chart]
commands from the Insert menu. Each Query section has at least one Results
section, and inserting a new Query section automatically inserts a new
corresponding Results section.
Section pane
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A series of icons appear at the left of the screen that you can use to navigate
from one section to another. This area is referred to as the Section Pane.
Figure 20: detail of the section pane
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To navigate from one section to another, click on the appropriate icon.
To rename a section tab, right-click on it and select Rename Section.
To make the display area for the Section Tabs larger, place the mouse
pointer on the Resize bar.
The Table Catalog
The Table Catalog appears directly below the Section pane. You can click the +
button to expand Tables and view the tables in the database.
Figure 21: the AAUDE data warehouse table catalog
Scroll bars
The standard window scroll bars are available to move either up and down or
left and right if the workspace does not fit into the window.
Toolbars for performing tasks
By default a Standard toolbar appears at the top of the workspace:
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Figure 22: the Standard toolbar
You can use these buttons as an alternative to choosing commands from the
menus. You’ll learn about using some of these icons during the course of this
class. If you can't see the standard toolbar, select View->Toolbars->Standard.
Status bar for getting information about your queries
You can turn on the display of a status bar that provides information about
your connection to the AAUDE Data Warehouse and queries that you make.
Figure 23: the Status bar
The icon that looks like a barbell with the “X” in it, called a Connection icon,
means that you are not connected to a database -- in this case, the AAUDE Data
Warehouse. When the barbell has no “X” in it, you’re connected to a database.
To turn on the Status bar,
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From the View menu, choose Status bar.
CREATING THE QUERY
Before you begin creating a query, select "Query" from the section pane.
To create a query, you need to make some decisions:
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What items of data do you want to retrieve?
Do you want to limit the data values that you retrieve?
Do you want to arrange the results according to some criteria? For example,
do you want to sort the results alphabetically by the Institution Name?
Once you’ve made these decisions, you can start constructing your query. To
do this, you need to open the tables that contain the types of data you need,
indicate what types of data you want to retrieve using either the Add
command, or the Request Line, then if you want to limit the retrieval and/or
group it, use the Limit and/or Sort commands.
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Choosing the tables
The tables (also called Topics in Hyperion/Brio) you see in the list are named to
reflect the nature of the data that’s associated with them. For example, the
Cip_Cross_Faculty_Salary table has CIP cross walk data for faculty salaries for
different institutions in different academic years. As you work with these
tables, you’ll become more familiar with what groups of data are associated
with which tables.
You can use the data explorer at
http://web.mit.edu/warehouse/metadata/aaude to find out more about the
various tables and what's contained in them.
Since we want to build a report which will display the faculty salary cross walk
data that is available for several Institutions, we’ll need to use the
Cip_Cross_Faculty_Salary table.
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To open a table, either double-click on it or click and drag the Table name
from the Table Catalog to the workspace.
Result: The table appears in the workspace displaying a list of all of the
items (also called field names) contained in it.
Figure 24: table opened for constructing a query
In the Status bar, the number of tables you've placed in the work area is
indicated as "x topics" where x is the total number of tables.
The items in each table make up the structure of the table. You can also get a
sample view of the actual data in a table. To do this, use the Topic View
command under the DataModel menu.
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1. Click once in the title of the Cip_Cross_Faculty_Salary table to make it
active, then from the DataModel menu, choose Topic View->Detail.
Result: The values for each item in the table are displayed for the first 10
records:
Figure 25: example of Detail view of the Cip_Cross_Faculty_Salary table
2. To redisplay the field names instead, from the DataModel menu, choose
Topic View->Structure.
3. You can achieve the same effect by right-clicking on the table-name and
selecting "Detail View" or "Structure View."
Specifying the items of data to retrieve
A query is built by specifying items of data that you want to retrieve and
putting them in the Request Line. There are three techniques for specifying the
items of data that you want to retrieve
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Select one or more fields in a table, then choose the Add Request Item(s)
command from the Query menu.
Select one or more fields in a table, then right-click and select Add
Selected Items.
Click and drag items from a table to the Request Line.
You can select multiple items using the same technique as in other programs
such as Word:
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To select multiple items that are contiguous, click on the first item, then
<shift> - click on the last item.
To select non-contiguous items, <ctrl> - click on each item.
Using any of the techniques described above, place the following items on the
request line: Academic Year, Unit Id, Aaude Inst Code, Institution Name,
Division Code, Division Name, Department, and Department Name on the
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Request Line
Rearranging items in the Request Line
You can also rearrange the order of the items in the Request Line by clicking
and dragging them to the new position. We’ll move Division Name so it is to
the left of Aaude Inst Code.
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In the Request Line, click on Division Name and drag it to the left of
Aaude Inst Code, then release the mouse button.
Result: Aaude Inst Code is now preceded by Division Name.
Removing items from the Request Line
You can remove fields from the Request Line just by dragging them off. To try
this out, we’ll remove Division Name, but we’ll put it back again because we
want it in the report.
1. Press and drag the Division Name item down off of the Request Line. Or,
click once on it and press <delete>.
Result: The item no longer appears in the Request Line.
2. From the Cip_Cross_Faculty_Salary table, drag Division Name back to the
Request Line, to the left of Aaude Inst Code.
To remove all items from the Request line, click once on the Request button to
select it, then click <delete>.
Checking the query size
At any time when you’re constructing a query, you can check to see how many
rows would be retrieved if you processed the query. This is especially useful to
avoid processing a query that will result in long processing time and retrieval of
many rows. To check the query size, use the Estimate Query Size command
under the Query menu:
•
From the Query menu, choose Estimate Query Size.
Result: A status box appears displaying the number of rows that would be
retrieved if you processed the query.
26
Figure 26: example of Query Count dialog box
SPECIFYING LIMITS
You can specify limits either by choosing the Add Limit(s) command from the
Query menu, by dragging the item by which you want to limit from the table to
the Limit Line, or by double-clicking on the item.
1. From the Cip_Cross_Faculty_Salary Table, click and drag the Academic
Year item to the Limit Line.
Result: The Limit screen appears:
Figure 27: the Limit dialog box
In this dialog box, you can specify the value(s) on which you want to limit
as well as logical operators, such as "= Equal" or "> Greater Than." The
default setting is “= Equal.”
The check mark can be used to enter custom limits after typing them in the
edit field. Use the "X" to remove a custom limit in the edit field.
2. Click on the down arrow next to "= Equal" to view the possibilities. For this
27
example, we will use "= Equal."
3. Enter a value by which to limit. You can either type in a value in the box
below where you choose the logical operator, or choose a value from a list.
For this exercise, we’ll choose from a list. Click on the Show Values button.
Result: All of the values for Academic Year are displayed to the right of the
button.
4. Click on “2002-2003”.
5. Click on OK.
Result: The Cip_Cross_Faculty_Salary table has an equal sign which
indicates that the results will be limited to records that have the value of
“2002-2003”.
Variable Limits
For any limit that you set you can identify it as a variable limit. This means that
every time the query is run you will have the opportunity to accept the current
limit values or select new ones; you will also have the opportunity to ignore the
limit. To make a variable limit, right click on the limit and select "Variable
Limit."
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Figure 28: Setting a variable limit
Arranging the information
In many cases you’ll want to put the results of your query in a meaningful
order. For example, you may want to list Institutions alphabetically by name.
There are several techniques for accomplishing this. You can click once on the
item on which you want to sort in the Request Line, then either click one of the
Sort buttons, or choose Ascending or Descending from the Query -> Add
Sort(s) menu. Another way to do it is to drag the item on which you want to
sort from the Request Line to the Sort Line. You can also sort by more than one
item at a time; for example, you can sort by Institution Name and then by
Division Name. The sequence of items from left to right in the Sort Line
dictates the sort order.
Sorting as part of the query or sorting the results
29
Besides setting up sorting criteria when you create the query, you can also
perform sorts after you’ve processed the query and you’re working in the
results section. The difference is that when you specify sorting criteria as part
of the query, the AAUDE Data Warehouse server performs the sorting. If you
sort when working with the results, the operation is performed with the data
that’s been transferred to your computer. In both cases, the end results should
be the same. It is generally more efficient to sort the results rather than the
query.
A look at the completed query
The screen shot below shows your query with the appropriate fields in the
Request, Limit, and Sort Lines:
Figure 29: Completed Query
More things to know about limits
You can create more than one limit for a query just by repeating the above
procedure for each limit. The default behavior in Hyperion/Brio is that all
limits must be met in order for a record to be retrieved. For example, if the
query we’re creating had the limit of Academic Year equal to “2000-2001,”
Institution Name equal to “MIT”, and Cip Program Title equal to “Engineering,
Other” then only those records are retrieved. This is confirmed by the “and”
that is displayed between the items in the Limit Line. If you want to modify the
query so that records have to meet only one of two criteria, double-click on the
“and” to make it an “or.”
Text limits in Hyperion/Brio are case-sensitive, so if you enter limits manually
be sure to match the case used in the field on which you're limiting. For
30
example, the data in Cip_Cross_Faculty_Salary is stored in mixed case, so you
would need to specify limits using mixed case.
Processing the query
Now that you have specified all your requirements, you are ready to process the
query and see the results on your screen. To do this, you can either use the
Process Query->Current command under the Tools menu, or use the Process
button on the Toolbar. The query is sent to the AAUDE Data Warehouse. The
Results tab is automatically activated, and your query results are displayed on
the screen.
Figure 30: results of a query
In the status bar, you’ll see a report of how many rows have been retrieved. The
date and time the query was processed is also indicated in the status bar. When
you save the query and results (see next section), the number of rows retrieved
and date processed are saved with it.
Remember that you can always return to the Query section and re-configure a
query. You will also need to process it again to get the new results.
WORKING WITH THE RESULTS
Once you’ve processed your query and the results are displayed, there’s a lot
you can do with them:
•
•
•
•
Reorganize the data to view it from different perspectives, e.g., move the
columns around, compute them, or group them.
Format the data to make it easier to read, e.g., change the font size and
type or add row numbers.
Create computed items.
Export the data as an Excel file, as a text file, or as an HTML file to work
31
•
with in other programs.
Produce Reports, Pivot reports, and Charts that make use of more
elaborate formatting capabilities for presentations.
If you missed items that should be included in the query, you can go back and
add them, then click on Process and run the query again.
Resize Column Widths
You may have noticed that all of the columns in your results are the same
width. In fact, the standard width is too narrow to display the values for
Department Name. You can adjust the size of the columns to make it easier to
read rows of records. To do this,
1. Click once on the grey area at the top of the Department Name column to
highlight the entire column.
2. Try these two techniques
•
Place the mouse pointer on the right column divider (the cursor
becomes↔) and drag the divider a small amount to the right.
Result: The Department Name column becomes wider.
•
Place the mouse pointer on the right column border and double-click or
press <ctrl> - E (Windows) or <command> - E (Mac).
Result: The column automatically widens so that all of the text is
displayed on one line:
Wrap text in a column
Hyperion/Brio has a command called Text Wrap under the Format menu that
will make text fit into a narrower column. We’ll use the Text Wrap command
with Department Name.
1. Click on the Department Name column and make it smaller by dragging the
right border to the left.
32
2. Highlight the Department Name column and choose Text Wrap from the
Format menu.
Result: The text in each row wraps and the rows deepen to accommodate
the multiple lines of text.
Figure 31: the Text Wrap feature
Move columns
You can change the order of the columns in your results simply by clicking and
dragging a column to a new location. We’ll try this out by moving the Division
Name column to the left of the Unit Id column.
Click on the Division Name column; drag it to the left of the Unit Id column,
then release the mouse button.
Result: The Division Name column is positioned to the left of the Unit Id
column.
33
Figure 32: moving the Division Name column
EXERCISE 5: CREATE YOUR OWN QUERY AND PROCESS THE RESULTS.
1. Navigate to the query library either by going directly to the WFE
website or navigating to the Web Front End page on the AAUDE
members’ website and selecting “Query Library” from near the bottom
of the page.
2. Log in using your individual username and password.
3. Select the plug-in version of the blank query to create a new query.
4. Add the Cip_Cross_Faculty_Salary table to your query, and select the
following fields: Academic Year, Unit Id, Aaude Inst Code, Institution
Name, Division Code, Division Name, Department, Department Name,
Input Cip Code, Cip Program Code, Cip Program Title, Cip Four Digit
Code, Cip Four Digit Title, and Cip Category Code.
5. Set the following limits:
Academic Year should be equal to “2000-2001”
Institution Name should be equal to “Missouri” and “Ohio State”
6. Sort by: Institution Name and Division Name.
7. Process the Query
Your results should look something like this:
34
Figure 33: results for exercise 5
The status bar should report the number of rows that have been retrieved; in
this example the number will be approximately 271.
EXPORTING DATA INTO OTHER FILE FORMATS
You can export the results of a query in several formats: Excel, CSV (commaseparated values), tab-delimited text, PDF, or html. There may be situations
where you'll find that working with the data in another program is more
convenient than working with it in Hyperion/Brio. For example, you may need
to incorporate data that you’ve retrieved with Hyperion/Brio into an existing
Excel spreadsheet to produce some specific reports.
To export data, you use the Export command under the File menu and choose
the format in which you want to export. To try this out, we’ll export our data
into a text file.
1. If it’s not already selected, click on the Results in the section pane.
2. From the File menu, choose Export->Section….
Result: A dialog box appears where you can name the file and choose the
type in which you want to save it.
35
Figure 34: the Export Section dialog box
3. Click on the "Save in:" dropdown menu at the top of the dialog, and select
your Desktop.
4. Click on the "Save as type:" dropdown menu at the bottom of the dialog and
choose Text (Tab delimited).
4. Change the file name to "aaude_test" as, and click on Save.
Result: A text file is stored in the Hyperion/Brio installation folder on the
desktop. You can open and work with this file in any program that opens
text files.
TABLES, JOINS, AND STAR SCHEMAS
Tables and Joins
If you’ve looked at any of the AAUDE library queries you’ve noticed probably
lines connecting tables. These lines represent "joins:" relationships between two
or more tables. Joins can only be established between similar fields; in the
AAUDE data warehouse joins are almost always created between "key" fields,
which have the word "Key" in their name. Any query lacking the proper joins
will either produce inaccurate results or simply not run.
An example: Cip_Cross_Faculty_Salary and Aaude_Faculty_Salary_Detail have
two items in common: Cip Cross Facsal Compare Key and Warehouse Load
Date so Joins are possible between these two items. These two Joins were
automatically made as soon as we had both tables open because a feature called
“Auto-Join” is turned on. Auto-Join is turned on by default when you start up
Hyperion/Brio and it automatically joins all items between tables to be queried
that have the same name and data type. However, for the purposes of querying
the AAUDE Data Warehouse, Auto-Join should be turned off and joins should
be done manually. The reason for this is that the Auto-Join feature often creates
36
unnecessary or incorrect joins, leading to inaccurate data or a query that is very
inefficient.
Turning off Auto-Joins
•
To turn off Auto-Join, from the DataModel menu, choose Data Model
Options. Select the General tab and deselect Auto join tables.
Result: The next time you drag tables into the workspace, no joins will be made.
For tables already in the workspace at the time you turn off Auto-Joins, the
Joins will remain in place.
Deleting an existing Join
To remove a Join,
• Click once on the Join line, then press <delete> Mac or <backspace>
Windows.
Setting up Simple Joins
The procedure for setting up Simple Joins between tables is straightforward.
The results of a query that involves items from two or more joined tables are
determined by the intersection of items that are joined. So Hyperion/Brio will
look for data that’s associated with the Joined items, in all Joined tables, using
the criteria you indicated in your query. It’s best to set up a Join using a field
that is common to both fields.
For example, both Cip_Cross_Faculty_Salary and Aaude_Faculty_Salary_Detail
contain fields called Cip_Cross_Facsal_Compare_Key, which makes it the best
choice for joining the tables together. By making this Join, we’ve expanded the
number of items of information available for each Institution from those in one
table to those in two. Field names that have the word “key” at the end are for
the purpose of joining tables. Do not include key fields in your queries as
Request, Limit, or Sort Items.
Each time you create a query with more than one table, you need to set up Joins
so that each table is linked to another table. After processing a query, if you get
no results, or you get an error about joins not being made properly, go back and
make sure you’ve set up valid joins.
To set up the Join:
•
Click on Cip Cross Facsal Compare Key in either the
Cip_Cross_Faculty_Salary or the Aaude_Faculty_Salary_Detail table and
drag it on top of the same field name in the other table.
37
Result: A line appears with an equal sign in the middle.
Figure 35: a simple join
Star Schemas
To put together a typical query you need to create a basic star. Begin by
deciding which fact table is needed. Select a fact table, and drag it to the middle
of your query screen. Then decide which dimensions to use. Connect each
dimension table with the fact table using the key fields. Each dimension should
only have a single connection to the fact table, and there should be no
connections between dimensions. When you have a properly constructed star,
you should have an efficient way to limit and get the information you want.
You will also reduce the chances of getting the wrong results.
Creating the Star
Before you begin building your query, determine what question you're trying
answer. Suppose you want to create a query to compare AAUDE Faculty
salaries by CIP. You might want to look for certain institutions, faculty ranks,
appointment types, departments, academic years, and CIP categories. To create
such a query start by thinking about the relevant facts. In this example we will
use the Aaude_Faculty_Salary_Detail table as the fact. You know that it is a fact
because it contains _Detail as part of the title.
Once you have selected the fact table the dimensions are easy to identify.
Remember that the _key items in the facts are named for the dimension tables
that you can join with. The Aaude_Faculty_Salary_Detail table contains seven
_key items. They are: Academic Year Key, Institution Key, Aaude Facsal Rank
Key, Cip Key, Secondary Cip Key, Aaude Facsal Department Key, and Cip
Cross Facsal Compare Key.
You can also identify the dimension tables in a specific star schema by
reviewing the warehouse metadata.
38
Since we have said that we want our query to look for certain institutions,
faculty ranks, appointment types, departments, academic years, and CIP
categories then we know that we want to use the Institution dimension table,
the Aaude_Facsal_Rank dimension table, the Aaude_Facsal_Department
dimension table, the Academic_Year dimension table, and the Cip dimension
table. The Cip table contains both the Cip_Key and Secondary_Cip_Key items.
Once you have the identified facts and dimensions you can now create your
joins. Remember you will join each dimension to the fact once and only once.
Your star schema should look something like this:
Figure 36: example of a star schema
Once you have the query constructed properly you can determine what data
items you might want retrieved in your report. You can select these from the
tables and drag them onto the request line.
For this query we might want to select the following data items:
Institution
Inst Name
Control
Acad Year Conversion Factor
Aaude_Facsal_Rank
Appointment Type
Faculty Rank
Aaude_Facsal_Department
Department Abbreviation
39
Academic_Year
Academic Year
Cip
Cip Program Code
Cip Program Title
Cip Category Code
Cip Category Title
Cip Four Digit Code
Cip Four Digit Title
Aaude_Faculty_Salary_Detail
Average Salary
Faculty Fte
We will add the following limits to our query by double clicking on the data
item in the table or selecting the item and dragging it to the limit line.
Limit the query to return:
• Academic Year equal to “2000-2001.”
• Faculty Rank equal to “Assistant Professor”, “Associate Professor”,
“Professor.”
• Cip Category Title equal to "Engineering."
Sort by
Cip Program Code
Inst Name
Your completed query should look something like this:
40
Figure 37: the completed query
Click "Process" to see the results of your query.
CREATING A COMPUTED COLUMN
Sometimes you may want to add a column that is calculated from existing
columns in your Results sections. To do this, use the Add Computed Item
command under the Results menu, or right-click and select "Add Computed
Item." You can create computed items in the query and/or in the results.
In this exercise, we will create an item called Nine Month Salary. We will use the
Add Computed Item command to calculate Nine Month Salary.
•
From the Results menu, choose Add Computed Item...
Result: The Computed Item dialog box appears:
Figure 38: the Add Computed Item dialog box
This dialog box lets you assign a name to the new column and create an
equation that produces the desired results. It also provides some tools for
creating the equation:
•
•
•
•
The Definition area is where you enter the equation. You can either type
in the equation or use the buttons in the dialog box to build the equation
by pointing and clicking.
The two rows of buttons below the Definition list, are called “Hotstamp
buttons,” can be used for entering mathematical operators. Notice that
you can do usual math functions as well as comparisons, conditional
and mod. You can create very sophisticated computations.
Use the Functions button to go to another dialog box that lets you
choose from a number of pre-made functions such as date, and math,
that you click on to automatically enter these functions into the
Definition area.
Use the Reference button to get a list of the items in your query and
click on the ones you need to have them automatically entered into the
Definition area.
41
Even though it’s easy to type an item name, e.g., “salary” you shouldn’t do this.
By clicking on an item, you’re building SQL code. More information is
associated with each item you click on which is necessary for successfully
building SQL code. Typing the item name will omit the additional information.
1. Change the Name from “Computed” to “Nine Month Salary” just by
typing the new name. (When the dialog box opens, you’re positioned to
enter a new name.)
2. Using the Hotstamp button, click on the if button.
Result: An if ( ) { } appears in the definition box.
3. Click in between ( ) in the definition box.
4. Click on the Reference button.
Result: The Reference dialog box appears:
Figure 39: the Reference dialog box
This dialog box lets you locate, then select items that you want to use in the
equation you’re building:
The Topic list lets you choose from the list of items in the Request Line.
5. From the Items list, click once on Appointment Type, and then click on
OK.
Result: Appointment Type appears in the ( ) within the definition box.
6. Using the Hotstamp button, click on the == button
Result: == appears next to “(Appointment Type” in the definition box.
7. Enter "9-10 month".
Result: 9-10 month appears next to “(Appointment Type = =” in the
definition box.
8. Click inside the {}.
9. Click on the Reference button.
Result: The Reference dialog box appears.
42
10. From the Items list, click once on Average_Salary.
Result: Average_Salary appears inside the {} in the definition box.
11. Click on the “else” hotstamp button.
Result: “else {}” appears next to {Average_Salary} in the definition box.
12. Click inside the {} after the else.
13. Click on the Reference button.
Result: The Reference dialog box appears.
14. From the Items list, click once on Average_Salary.
Result: Average_Salary appears inside the {} following “else” in the
definition box.
15. Type * Acad_Year_Conversion_Factor
Result: * Acad_Year_Conversion_Factor appears next to { Average_Salary }
16. Click on the OK button.
Result: The column Nine Month Salary appears on the request line and in
the result set.
43
Figure 40: completed definition for Nine Month Salary
Figure 41: results with the Nine Month Salary column
Create the following additional computed columns:
•
Salary*FTE
44
Calculation: Nine_Month_Salary * Faculty_Fte
•
Cip Four Digit Combo
Calculation: Cip_Four_Digit_Code+" "+Cip_Four_Digit_Title
PIVOT TABLES
Creating a Pivot Table
1. From the Insert menu, choose New Pivot.
Result: The Pivot section is displayed along with the Outliner.
Figure 42: the Pivot outliner
The top and side labels are where you place field names from the Request
Line that you want to use to organize the numerical data that makes up the
body of the Pivot. Numerical items are placed in the Facts area of the
outliner.
Numerical items are automatically totaled by the result of the top and side
labels.
2. Set up the Pivot by dragging the following field names from the Request
Line into the Outliner:
•
•
•
Faculty Rank into the top label area
Control, Inst Name, and Cip Four Digit Combo into the side label area
Faculty Fte and Salary*Fte into the facts area
Result: The Pivot report should look something like this:
45
Figure 43: sample of the Pivot
Creating Computed Items in the Pivot
You can also create computed items right in the pivot. To do this, click
anywhere in the body of the Pivot. From the Pivot Menu Bar select Add
Computed Item and create an item called “Salary”. Salary is calculated by
dividing Salary_FTE by Faculty Fte.
You can also hide columns on a Pivot. Click on the Salary*FTE column in the
body of the Pivot. From the Pivot Menu Bar select “Hide Items”.
Figure 44: revised Pivot table
Drilling down into data
Hyperion/Brio has another command you can use in a Pivot that lets you
“zoom in” on data. The command is Drill Anywhere. It allows you to display
more detail about an item by expanding subcategories.
46
Drill Anywhere lets you focus on any of the fields you put in the request line
for the query and any computed or grouping columns you've added in the
Results section.
For this exercise, we’ll drill into one of the Institutions.
1. Click once on the Institution MIT.
Result: A border appears around it.
2. From the Pivot menu, choose Drill Anywhere->Department Abbreviation.
Result: The Pivot Report re-displays showing just MIT with Department
Name added as a column:
Figure 45: example of drilling down in a Pivot Table
1. To return to the previous view, select the data by clicking once on the
tab at the bottom of the Department Name column, or clicking in the
selection area above the name, then from the Pivot menu, choose
DrillUp.
Result: The Pivot Report returns to the previous view.
Adding totals and subtotals to a Pivot
You can add subtotals and totals of data items in your pivot report. You can
also change the data values in your report to view other data functions such as
47
count, average, etc. By default, data values are displayed as sums. Once your
Pivot is created, you can easily change the values to count, average, and a
number of other Data Functions.
To add a grand total,
1. Click on the tab of the outer column. In this case, it's Control
2. From the Pivot menu, choose Add Totals.
Result: A grand total for the Grouping column appears at the bottom of the
report. To add subtotals,
1. Click on the tab of the second column. In this case, it’s Inst_Name
2. From the Pivot menu, choose Add Totals.
To remove subtotals or totals, click on a subtotal, or the total to select it, then
press Delete.
EXERCISE 6: COMPUTED ITEMS AND PIVOT TABLES
In this exercise you will build a query that summarizes the faculty outlay and
faculty count (tenured and non tenured) for every AAUP Institution. The
search criteria for this query will include academic year, faculty rank, and
contract type.
1. Open a new blank query from the Query Library.
2. Select the following fact and dimension tables from the table catalog
Fact Table:
Aaup_Faculty_Salary_Detail
Dimension Tables:
Institution
Academic_Year
Aaup_Facsal_Rank
3. Join the tables together
4. Add the following items to the request line
• Inst Name
• Academic Year
• Faculty Rank
• Contract Type
• Gender
• Salary Outlay
48
•
•
•
Faculty Count
Tenured Faculty Count
Acad Year Conversion Factor
5. Create the following limits:
Academic Year equal to “2006-2007”
Faculty Rank equal to “Assistant Professor”, “Associate Professor”, or
“Professor”
6. Process the query
This query should return approximately 600 rows of data
7. Create a computed item:
Acad Yr Adj salary outlay
The calculation is:
if (Contract_Type == "9-10 month") {Salary_Outlay } else
{Salary_Outlay*Acad_Year_Conversion_Factor }
8. Create three Pivot Reports:
Name the first pivot section: Avg By Rank
The outliner should contain the following data items:
Figure 46: Pivot outliner for Avg by Rank
9. Create a calculated column in the Pivot
Name: Adj Acad Yr Averge Salary
Definition: Acad_Yr_Adj_salary_outlay / Faculty_Count
10. Hide “Acad Yr Adj salary outlay” by right-clicking on it in the outliner
and selecting “Hidden Item”.
The results of the pivot report should look something like the following:
49
Figure 47: example results of the Avg by Rank Pivot
11. Name the second pivot section: Avg by Gender
The outliner should contain the following data items:
Figure 48: Pivot outliner for Avg by Gender
12. Create a calculated column in the Pivot
Name: Adj Acad Yr Averge Salary
Definition: Acad_Yr_Adj_salary_outlay / Faculty_Count
13. Hide “Acad Yr Adj salary outlay” by right-clicking on it in the outliner
and selecting “Hidden Item”.
14. Name the third pivot section: Tenure Status
15. The outliner should contain the following data items:
Figure 49: Pivot outliner for Tenure Status
16. Create a calculated column in the Pivot
Name: Percent Tenured
Definition: Tenured_Faculty_Count/ Faculty_Count
17. Change the format of the new column to a percentage with one decimal
place.
50
ADD A CHART TO AN EXISTING QUERY
•
•
•
•
•
•
•
Navigate to the query library
Open the BQY version of the delw_teaching_load_detail query.
Add the aaude_peer_institution table to the query so it joins with
institution on “institution_key”.
Add “peer_group” as a variable limit.
Process the query.
Make the following selections:
Academic Year equal to “2004-2005”
Peer Group equal to “AAU Publics”.
The status bar should report the number of rows that have been
retrieved; in this example the number will be approximately 2544.
Chart One
Insert a new chart by selecting Insert/New Chart.
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Figure 50: Inserting a Chart
•
•
The graph will generate and adapt automatically as fields are moved in
and out of the Outliner.
To start, move the following fields to the outliner:
o “Inst_Name” to X-category
o “Lower_Div_Org_Credit_Hrs” and
“Upper_Div_Org_Credit_Hrs” to Y-category
The resulting graph should look like this image.
52
Figure 51: Chart
Because IR rarely requires a third-dimension for charting data, we want to turn
off the 3-D look. Do this by selecting Chart/Properties and un-checking the “3D objects” box (as shown in following image).
Figure 52: Chart Properties
Because of the way the data are organized, you’ll want to change the legend so
it is based on the Y-axis. You can do this either with the legend button (as
shown in image) or with Format/Set Legend On.
Figure 53: Setting the Legend
53
The resulting graph will look like the following image.
Figure 54: Final version of Chart 1
From here, you can customize the look of the graph using Properties of the
graph and its components. (If you cannot get the graph to look the way you
want it to, consider exporting the data to Excel or another tool and creating
graphs there.)
Chart Two
• Insert a new chart by selecting Insert/New Chart.
• Move the following fields to the outliner:
o “Inst_Name” to X-category
o “Faculty_Type” to Z-category
o “Lower_Div_Org_Credit_Hrs” to Y-category
• If “All Instructor Types” shows as an option in the graph, right click on
its bar and select “Hide Item”.
• Remove the 3-D view.
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The resulting chart should look like the following image.
Figure 55: Chart 2
Chart Three
• Insert a new chart by selecting Insert/New Chart.
• Change the chart type to “Pie” using the function button as shown in the
following image.
Figure 56: Changing the chart type
•
•
Move the following fields to the outliner:
o “Faculty_Type”and “Inst_Name” to X-categories
o “Instructional_Faculty_FTE” to Y-facts
The resulting graph will be a mess, but we’re about to fix it by making
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•
•
•
•
•
the following changes:
Remove 3-D Objects
Select one of the value labels for Texas, right-click and select “focus on
item”
Switch the order of “Faculty_Type” and “Inst_Name” in the X-category
portion of the outliner.
Right-click on the pie piece labeled “All Instructor Types” and select
“hide item”.
Resize the graph so it’s shaped like a circle.
Determining What Chart Format to Use
Taken from Hyperion Intelligence Designer/Explorer Help
The chart you want to use usually depends on the data you want to analyze.
Once you place Request items in the Outliner, you select how you want to
display and analyze this data by selecting a chart format.
Hyperion Intelligence Clients support supports 11 chart formats that
graphically represent data, all of which can be viewed as 2-D or 3-D objects.
Charts are also categorized by type, which is defined by how they plot values
and labels along the X, Y, and Z Axes. Chart types include:
Type A – Values or facts default to Y-Facts pane.
Type B – Values or facts default to Z-Categories pane.
Type C – Values or facts can be placed in either Y-Facts or Z-Categories panes.
The following table lists the chart formats available in the Hyperion Intelligence
Clients and explains how to place values and labels in the Outliner panes to
generate the various chart types.
Chart Formats and Types
Chart Format
Chart
Type
X-Categories
Pane
Z-Categories
Y-Facts Pane Pane
Vertical Bar
A
Labels
Values
Labels
Horizontal Bar
A
Labels
Values
Labels
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Area
A
Labels
Values
Labels
Stacked with Numeric A
Categories
Labels
Values
Labels or
Values
Vertical Stacked Bar
B
Labels
Labels
Values
Horizontal Stacked Bar B
Labels
Labels
Values
Stacked Area
B
Labels
Labels
Values
Vertical Cluster Bar
C
Labels
Labels or
Values
Labels or
Values
Line
C
Labels
Labels or
Values
Labels or
Values
Bar-Line Combination C
Labels
Label or Two Label or Two
Values
Values
Pie
Not Applicable
ADD A REPORT TO AN EXISTING QUERY
Reports in Hyperion/Brio are primarily for presenting printable, formatted
views of the data. We can see an example in an exercise using Tuition and Fees
Data.
A) Open and run the query
• Navigate to the Query Library
• Open the plug-in version of tuition_and_required_fees
• Select the "Query" section
• Add a new Limit: Set "Is_Public" to "Y"
• Process the query, with the following Limit settings:
o Resident_Status="Resident"
o Program_Description="Full-Time Undergraduate"
o Academic_Year=Select all
• Sort your results by "Inst_Name" and "Academic_Year"
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B) Add a report
Click Insert->New Report
Your Report section should look like this:
Figure 57: Inserting a Report
•
•
•
•
Add "Inst_Name" as a Report Group
Add "Academic_Year" as a Table Dimension
Add "Tuition_Only_Amount" as a Table Fact
Your Report Section should look like this:
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Figure 58: Report Section
You'll notice that there are sub-totals in the "Institution Amount" column. To
get rid of this, select the column, right-click, and de-select the value "Show
Column Total"
C) Add some trend reporting
One thing we might want to see is some trend reporting on percentage
increases in Tuition. Here's one way to do it:
Add a computed item, called "% Difference," and with the following formula:
Tuition_Amount /Prior(Tuition_Amount)
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"% Difference" divides the "Increase" field in the current row by the "Tuition
Amount" in the previous row.
•
•
•
•
Add the two new fields to your report as Table Facts, and follow the
same steps to remove the sub-totaling feature.
Right click on the "% Increase" column and select "Number." Click
"Percentage" and select the following value: "0.00%"
You now have a basic report showing all full-time undergraduate tuition
amounts for public institutions, with annual dollar and percentage
difference.
You can add report and/or page header and footer information by
clicking Report->Headers and Footers
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APPENDIX A: INSTRUCTIONS FOR INSTALLING AND TROUBLESHOOTING
THE HYPERION PLUG-IN
1. Installation
These are the steps for installing the Hyperion plug-in. The plug-in installation
has been tested and should work with the following system/browser
configurations:
Windows XP: IE6, IE7, Firefox 2.x, Firefox 3.x
Windows Vista: IE7, Firefox 2.x, Firefox 3.x
If you are a Mac user, the Web Front End will only work as an "thin"/html
client -- no plug-in is involved. The thin/html client offers less functionality
than the plug-in client.
Instructions
1. For all browsers on both operating systems:
a) Open a browser and navigate to http://aaude.org/web-front-end
b) At the bottom of the page is a section titled “Hyperion Plug-in.”
Download the zip file called "aaude_plugin.zip" to your desktop and
then close your browser
c) Unzip the file your desktop
d) Open the aaude_plugin folder, and double-click on the file called
'setupie.bat' (to install the plug-in for Internet Explorer) and/or
setupff.bat (to install the plug-in for Firefox).
e) The installer should start. When you get to the "Components" screen,
unclick the "Font Files" checkbox.
f) Installation takes less than a minute.
2. For Internet Explorer on XP
a) Open Internet Explorer.
b) Select Tools->Internet Options.
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c) Select the "Security" tab, and then select "Trusted Sites." Click the "Sites"
button. Add "https://brioware.mit.edu" to your list of trusted sites.
Click Close.
d) Select the "Privacy" tab. If your pop-up blocker is turned on, click
"Settings." Add "brioware.mit.edu" to your list of allowed sites. Click
Close. Click OK.
e) Navigate to the MIT certificates page
(http://ist.mit.edu/services/certificates). Click the "Get MIT Certificate
Authority (MIT CA)" link. When asked whether you want to open or
save the file, click "Open." At the next window, click "Install
Certificate..." The Certificate Import Wizard will start. Continue to click
"Next" through the import process, and click "Finish" when the wizard
has completed.
f) Navigate to the AAUDE website (http://www.aaude.org), log into the
members pages, and navigate to the Web Front End page. Or navigate
directly to https://brioware.mit.edu/aaude/browse, and proceed to
step i.
g) Choose one of the Exchange Item Interfaces, and click on the "bqy" link
(not the "html" link).
h) You may get the following security warning: "The current Web page is
trying to open a site in your Trusted sites list. Do you want to allow
this?" If so, click "Yes."
i) You will arrive at the Hyperion Performance Suite login page. Enter
your warehouse username and password, and click "Login."
j) The XI you selected in step (g) will open. Log in with your warehouse
username and password. You may get a message asking you to "Choose
the Document Sort Order Language." Choose English, click "Use this
choice by default," and click "OK."
3. For Internet Explorer on Vista
a) Open Internet Explorer.
b) Select Tools->Internet Options.
c) Select the "Security" tab, and then select "Trusted Sites." Click the "Sites"
button. Add "https://brioware.mit.edu" to your list of trusted sites.
Click Close.
d) Select the "Privacy" tab. If your pop-up blocker is turned on, click
"Settings." Add "brioware.mit.edu" to your list of allowed sites. Click
Close. Click OK.
e) Navigate to the MIT software download page
(http://web.mit.edu/software/win.html). Click the "Certificate Tool"
link, and save the tool to your desktop. Close out of Internet Explorer.
Double-click on the Certificate Tool you downloaded. You may get a
security warning; if so, click "Run." Proceed through the installation,
clicking "Next" or "Install" when prompted. When the installation is
complete, click "Finish."
f) Re-start your computer.
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g) Open Internet Explorer, and navigate to the AAUDE website
(http://www.aaude.org), log into the members pages, and navigate to
the Web Front End page. Or navigate directly to
https://brioware.mit.edu/aaude/browse, and proceed to step i.
h) Choose one of the Exchange Item Interfaces, and click on the "bqy" link
(not the "html" link).
i) You may get the following security warning: "The current Web page is
trying to open a site in your Trusted sites list. Do you want to allow
this?" If so, click "Yes."
j) You will arrive at the Hyperion Performance Suite login page. Enter
your data warehouse username and password, and click "Login."
k) The XI you selected in step (h) will open. Log in with your warehouse
username and password. You may get a message asking you to "Choose
the Document Sort Order Language." Choose English, click "Use this
choice by default," and click "OK."
4. For Firefox on Vista/XP
a) Open Firefox.
b) Navigate to the MIT certificates page
(http://ist.mit.edu/services/certificates). Click the "Get MIT Certificate
Authority (MIT CA)" link. Click the "Trust this CA to identify web sites"
checkbox. Click "OK."
c) Select Tools->Options->Content. If you have "Block pop-up windows
checked," click "Exceptions" and add "brioware.mit.edu" to your list of
exceptions.
d) Navigate to the AAUDE website (http://www.aaude.org), log into the
members pages, and navigate to the Web Front End pages.
e) Choose one of the Exchange Item Interfaces (XI), and click on the "bqy"
link (not the "html" link)
f) Log into the Hyperion Performance Suite with your warehouse
username and password.
g) The XI you selected in step e. will open. Log in with your warehouse
username and password. You may get a message asking you to "Choose
the Document Sort Order Language." Choose English, click "Use this
choice by default," and click "OK."
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