This post describes how to use the Set Icon feature in OBIEE to keep track of items your RPD file.
Imagine you are about to extensively revise your project’s RPD file with many additions made to the data warehouse schema. The general workflow for this type of task involves methodically working on metrics and attributes from the Physical Layer on the right to working on aggregations, hierarchies, etc. on the Business Layer to exposing a select group of all these items in the Presentation Layer.
Keeping track of which items to move between layers and which items NOT to move becomes a time consuming possibly error prone process as the database schema grows.
Here follows the steps for our previously described scenario using Set Icon feature of Oracle’s Admin Tool for OBIEE.
On the Physical Layer
For all the elements in the table aliases (or on fact tables if you do not use table aliases) that have items to be added to model, do a Set Icon for all existing columns and choose icon to ‘mark’ the items which are already there.
After doing this, all the elements of your alias should look similar to the following image:
Because I use aliases to all my tables, I do not use the Set Icon feature on my tables. Still, it would be a good idea if you wanted to keep track of new items at the table level regardless of aliases.
You can now proceed to do a Metadata Import selecting the fact tables that have additional columns to bring into RPD file.
After import completes, the new columns and the old columns should be easily differentiated by their icons. The icon previously set defines the old table elements and the columns without icons define the newly imported elements.
If you had set icons on your table before metadata import, it would look similar to the following image:
Doing a Save/Check Consistency will refresh the model and the aliases that gained new columns would look similar to the following image:
Now, it is simple to select from items with icons those that we want to move over to the Business Layer.
On the Business Layer
Repeating the same Set Icon process on the Business Layer ensures we can keep track of which items to move and which items to skip as the following image shows:
At this point, I usually revise/re-label items as I set the aggregation level for each item I moved. Once I am done, I can move all these new items to my Presentation Layer.
Voila! I know it can get a bit hairy when one is moving hundreds of items at a time. I hope this helps you keep track of your items.
Be sure to clean up by removing all these icons when they are not needed anymore from presentation, then business, then physical layer. If you do not have any other icons set you can select all the items on the guy and select set icons, then remove icons set to remove them all at once.